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 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-916- 8.0% |
$88.7K - $97.9K
|
10.5K
$1.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-944- 2.82% |
$91.4K - $101K
|
32.6K
$3.31M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-984- 21.04% |
$95.3K - $105K
|
3.69K
$375K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.06K- 3.18% |
$103K - $113K
|
32.2K
$3.27M
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-1.07K- 13.01% |
$104K - $115K
|
7.17K
$729K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-1.1K- 14.2% |
$106K - $117K
|
6.62K
$673K
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-1.22K- 31.72% |
$118K - $130K
|
2.62K
$266K
|
|
|
Jan 24, 2025
Q4 2024
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-1.25K- 1.88% |
$121K - $133K
|
65.2K
$6.63M
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-1.32K- 3.36% |
$128K - $141K
|
38K
$3.86M
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-1.46K- 21.82% |
$141K - $156K
|
5.23K
$531K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1.5K- 55.11% |
$145K - $160K
|
1.22K
$124K
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-1.54K- 5.01% |
$149K - $165K
|
29.3K
$2.97M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.56K- 8.44% |
$151K - $167K
|
16.9K
$1.72M
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-1.6K- 2.14% |
$155K - $171K
|
72.9K
$7.41M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-2.21K- 6.63% |
$214K - $236K
|
31.1K
$3.16M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-2.31K- 4.11% |
$223K - $246K
|
53.7K
$5.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.4K- 3.98% |
$233K - $257K
|
57.9K
$5.89M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.76K- 5.66% |
$268K - $295K
|
46K
$4.68M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.21K- 39.47% |
$311K - $343K
|
4.92K
$500K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-3.54K- 8.61% |
$343K - $378K
|
37.6K
$3.82M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-4.11K- 33.18% |
$398K - $440K
|
8.28K
$842K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-4.5K- 17.22% |
$436K - $481K
|
21.6K
$2.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-4.64K- 12.2% |
$450K - $496K
|
33.4K
$3.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-7.32K- 19.36% |
$708K - $782K
|
30.5K
$3.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-8.15K- 25.89% |
$789K - $871K
|
23.3K
$2.37M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8.74K- 17.61% |
$846K - $934K
|
40.9K
$4.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-8.77K- 35.73% |
$849K - $938K
|
15.8K
$1.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-12.4K- 56.85% |
$1.2M - $1.33M
|
9.45K
$960K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-19.5K- 61.98% |
$1.89M - $2.08M
|
12K
$1.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-19.7K- 37.16% |
$1.91M - $2.1M
|
33.3K
$3.38M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-23.7K- 14.08% |
$2.3M - $2.54M
|
145K
$14.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-28.3K- 99.9% |
$2.74M - $3.03M
|
29
$2.95K
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-36K- 87.37% |
$3.48M - $3.85M
|
5.2K
$529K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-39.6K- 95.01% |
$3.84M - $4.23M
|
2.08K
$211K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-175K- 44.2% |
$17M - $18.7M
|
221K
$22.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-422K- 95.48% |
$40.9M - $45.1M
|
20K
$2.03M
|