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 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.65K+ 26.06% |
$159K - $176K
|
7.97K
$809K
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1.63K+ 35.21% |
$158K - $174K
|
6.26K
$636K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.61K+ 4.87% |
$156K - $172K
|
34.7K
$3.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1.56K+ 8.01% |
$151K - $167K
|
21.1K
$2.14M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.55K+ 18.67% |
$150K - $166K
|
9.84K
$1M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.51K+ 10.47% |
$146K - $161K
|
15.9K
$1.62M
|
|
|
Jan 14, 2025
Q4 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
1.49K+ 7.52% |
$144K - $159K
|
21.2K
$2.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.46K+ 8.62% |
$142K - $156K
|
18.4K
$1.87M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.45K+ 14.14% |
$141K - $155K
|
11.7K
$1.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
1.37K+ 19.98% |
$133K - $147K
|
8.24K
$837K
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
1.36K+ 22.53% |
$131K - $145K
|
7.39K
$750K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
1.33K+ 14.46% |
$128K - $142K
|
10.5K
$1.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
1.32K+ 15.44% |
$128K - $141K
|
9.85K
$1M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.27K+ 2.4% |
$123K - $135K
|
54K
$5.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
1.18K+ 3.06% |
$114K - $126K
|
39.6K
$4.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
1.16K+ 7.99% |
$112K - $124K
|
15.7K
$1.59M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.14K+ 10.05% |
$110K - $122K
|
12.5K
$1.27M
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
1.08K+ 3.11% |
$104K - $115K
|
35.7K
$3.63M
|
|
|
Jan 24, 2025
Q4 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
1.06K+ 10.77% |
$103K - $113K
|
10.9K
$1.11M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
1.05K+ 31.47% |
$101K - $112K
|
4.37K
$444K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.03K+ 19.85% |
$99.5K - $110K
|
6.21K
$631K
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.02K+ 16.15% |
$98.8K - $109K
|
7.33K
$745K
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
1.01K+ 5.83% |
$97.8K - $108K
|
18.3K
$1.86M
|
|
|
Jan 30, 2025
Q4 2024
|
Empire Life Investments Inc.
|
BUY
|
- |
1K+ 2.76% |
$96.8K - $107K
|
37.2K
$3.78M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
938+ 24.04% |
$90.8K - $100K
|
4.84K
$492K
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
886+ 7.57% |
$85.8K - $94.7K
|
12.6K
$1.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
880+ 271.6% |
$85.2K - $94.1K
|
1.2K
$122K
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
872+ 2.83% |
$84.4K - $93.2K
|
31.7K
$3.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
854+ 8.41% |
$82.7K - $91.3K
|
11K
$1.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
833+ 21.77% |
$80.7K - $89K
|
4.66K
$473K
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
826+ 36.31% |
$80K - $88.3K
|
3.1K
$315K
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
760+ 35.88% |
$73.6K - $81.2K
|
2.88K
$292K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
720New |
$69.7K - $77K
|
720
$73.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
708+ 27.12% |
$68.6K - $75.7K
|
3.32K
$337K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
693+ 3.21% |
$67.1K - $74.1K
|
22.3K
$2.27M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
659+ 2.07% |
$63.8K - $70.4K
|
32.4K
$3.29M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
609+ 0.4% |
$59K - $65.1K
|
154K
$15.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
577+ 15.64% |
$55.9K - $61.7K
|
4.27K
$434K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
576+ 1.05% |
$55.8K - $61.6K
|
55.6K
$5.65M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
574+ 24.37% |
$55.6K - $61.3K
|
2.93K
$298K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
540+ 32.47% |
$52.3K - $57.7K
|
2.2K
$224K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
503+ 14.76% |
$48.7K - $53.8K
|
3.91K
$397K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
503+ 7.28% |
$48.7K - $53.8K
|
7.41K
$753K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
500+ 9.58% |
$48.4K - $53.4K
|
5.72K
$581K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
485New |
$47K - $51.8K
|
485
$49.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
478+ 6.63% |
$46.3K - $51.1K
|
7.69K
$781K
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
475+ 11.09% |
$46K - $50.8K
|
4.76K
$484K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
460New |
$44.5K - $49.2K
|
460
$46.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
453New |
$43.9K - $48.4K
|
453
$46K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
444+ 8.25% |
$43K - $47.5K
|
5.83K
$592K
|