Purchases and Sales Made in Q4 2024 in Msci Eafe Growth ETF (EFG)
This table provides information about the institutional ownership of Msci Eafe Growth ETF (EFG) during Q4 2024. The information is specifically focused on institutions that hold shares of MSCI EAFE GROWTH ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
4.38K+ 19.67% |
$424K - $468K
|
26.6K
$2.71M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
4.28KNew |
$415K - $458K
|
4.28K
$435K
|
|
|
Jan 29, 2025
Q4 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
4.28K+ 2.03% |
$415K - $458K
|
216K
$21.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
4.28K+ 85.7% |
$414K - $457K
|
9.27K
$942K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
4.28K+ 55.72% |
$414K - $457K
|
12K
$1.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
4.04KNew |
$391K - $432K
|
4.04K
$411K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
3.89K+ 7.21% |
$377K - $416K
|
57.9K
$5.88M
|
|
|
Jan 28, 2025
Q4 2024
|
Financial Life Advisors
|
BUY
|
- |
3.84K+ 3.94% |
$371K - $410K
|
101K
$10.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
3.75K+ 4.51% |
$363K - $401K
|
86.9K
$8.83M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.62K+ 4.64% |
$350K - $386K
|
81.5K
$8.28M
|
|
|
Jan 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
3.57K+ 22.25% |
$346K - $381K
|
19.6K
$1.99M
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
3.56K+ 6.7% |
$344K - $380K
|
56.7K
$5.76M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.42K+ 24.05% |
$331K - $366K
|
17.7K
$1.79M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
3.35KNew |
$325K - $358K
|
3.35K
$341K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.35K+ 129.42% |
$325K - $358K
|
5.94K
$604K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
3.33K+ 31.77% |
$323K - $356K
|
13.8K
$1.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
3.31KNew |
$320K - $353K
|
3.31K
$336K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.23K+ 12.58% |
$313K - $345K
|
28.9K
$2.94M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.21KNew |
$311K - $343K
|
3.21K
$326K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.2K+ 11.93% |
$310K - $342K
|
30.1K
$3.05M
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
BUY
|
- |
3.09K+ 31.7% |
$299K - $330K
|
12.8K
$1.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
3.07KNew |
$298K - $329K
|
3.07K
$312K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.96K+ 13.27% |
$286K - $316K
|
25.2K
$2.56M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.9K+ 47.28% |
$280K - $309K
|
9.02K
$916K
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
2.82K+ 19.36% |
$273K - $302K
|
17.4K
$1.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.82K+ 2.85% |
$273K - $301K
|
101K
$10.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
2.8KNew |
$271K - $299K
|
2.8K
$284K
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
2.71K+ 3.68% |
$262K - $289K
|
76.3K
$7.75M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.69K+ 6.5% |
$261K - $288K
|
44.2K
$4.49M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
2.69K+ 5.27% |
$260K - $287K
|
53.6K
$5.45M
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
2.67K+ 29.53% |
$259K - $285K
|
11.7K
$1.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
2.58K+ 1.25% |
$249K - $275K
|
208K
$21.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
2.57K+ 4.13% |
$249K - $275K
|
64.9K
$6.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
2.56K+ 35.95% |
$248K - $274K
|
9.69K
$985K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.56K+ 7.9% |
$248K - $274K
|
34.9K
$3.55M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
2.52K+ 37.99% |
$244K - $269K
|
9.15K
$930K
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
2.31K+ 19.66% |
$223K - $246K
|
14K
$1.43M
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
2.3KNew |
$223K - $246K
|
2.3K
$233K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
2.17KNew |
$210K - $232K
|
2.17K
$220K
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
2.15K+ 5.76% |
$208K - $230K
|
39.5K
$4.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
2.13KNew |
$206K - $228K
|
2.13K
$216K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.12K+ 22.24% |
$205K - $227K
|
11.7K
$1.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
2.09KNew |
$203K - $224K
|
2.09K
$213K
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
2.08K+ 2.91% |
$202K - $223K
|
73.8K
$7.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
BUY
|
- |
2.08KNew |
$201K - $222K
|
2.08K
$211K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2.06K+ 15.72% |
$199K - $220K
|
15.1K
$1.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.9K+ 34.67% |
$184K - $203K
|
7.38K
$750K
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
1.85K+ 7.73% |
$179K - $198K
|
25.8K
$2.62M
|
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
BUY
|
- |
1.76K+ 40.04% |
$170K - $188K
|
6.15K
$624K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.69K+ 60.12% |
$163K - $180K
|
4.49K
$457K
|