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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
200New |
$19.4K - $21.4K
|
200
$20.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
197+ 2.73% |
$19.1K - $21.1K
|
7.42K
$754K
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
196+ 2.02% |
$19K - $20.9K
|
9.89K
$1M
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
194+ 0.5% |
$18.8K - $20.7K
|
39.3K
$3.98M
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
187+ 0.78% |
$18.1K - $20K
|
24.2K
$2.45M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
185+ 1.62% |
$17.9K - $19.8K
|
11.6K
$1.17M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
178+ 106.59% |
$17.2K - $19K
|
345
$35K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
169+ 3380.0% |
$16.4K - $18.1K
|
174
$17.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
164+ 8.53% |
$15.9K - $17.5K
|
2.09K
$212K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
154+ 2.3% |
$14.9K - $16.5K
|
6.84K
$694K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
146New |
$14.1K - $15.6K
|
146
$14.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
129+ 6.51% |
$12.5K - $13.8K
|
2.11K
$214K
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
128New |
$12.4K - $13.7K
|
128
$13K
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
BUY
|
- |
127+ 1.54% |
$12.3K - $13.6K
|
8.38K
$850K
|
|
|
Jan 23, 2025
Q4 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
127+ 0.31% |
$12.3K - $13.6K
|
41.4K
$4.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
118+ 0.2% |
$11.4K - $12.6K
|
59K
$5.99M
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
112New |
$10.8K - $12K
|
112
$11.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
106+ 4.5% |
$10.3K - $11.3K
|
2.46K
$250K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
101+ 88.6% |
$9.78K - $10.8K
|
215
$21.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
100New |
$9.68K - $10.7K
|
100
$10.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
97+ 1.3% |
$9.39K - $10.4K
|
7.58K
$770K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
97+ 4.88% |
$9.39K - $10.4K
|
2.08K
$211K
|
|
|
Jan 29, 2025
Q4 2024
|
Pachira Investments Inc.
|
BUY
|
- |
94+ 0.71% |
$9.1K - $10K
|
13.3K
$1.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
92New |
$8.91K - $9.83K
|
92
$9.34K
|
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
82+ 0.68% |
$7.94K - $8.76K
|
12.2K
$1.23M
|
|
|
Jan 21, 2025
Q4 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
80+ 1.1% |
$7.75K - $8.55K
|
7.36K
$747K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
79+ 11.79% |
$7.65K - $8.44K
|
749
$76K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
76+ 0.72% |
$7.36K - $8.12K
|
10.6K
$1.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
63+ 5.94% |
$6.1K - $6.73K
|
1.12K
$114K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
58+ 0.62% |
$5.62K - $6.2K
|
9.35K
$949K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
58+ 187.1% |
$5.62K - $6.2K
|
89
$9.03K
|
|
|
Jan 29, 2025
Q4 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
58+ 0.72% |
$5.62K - $6.2K
|
8.16K
$828K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
52New |
$5.04K - $5.56K
|
52
$5.28K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
51New |
$4.94K - $5.45K
|
51
$5.18K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
42+ 2.67% |
$4.07K - $4.49K
|
1.62K
$164K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
41New |
$3.97K - $4.38K
|
41
$4.16K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
37+ 1.49% |
$3.58K - $3.95K
|
2.52K
$255K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
34New |
$3.29K - $3.63K
|
34
$3.45K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
34+ 1.63% |
$3.29K - $3.63K
|
2.12K
$215K
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
31+ 0.35% |
$3K - $3.31K
|
8.81K
$895K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
31+ 0.32% |
$3K - $3.31K
|
9.79K
$993K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
29+ 0.25% |
$2.81K - $3.1K
|
11.8K
$1.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
27+ 1.02% |
$2.61K - $2.89K
|
2.68K
$272K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
22+ 0.69% |
$2.13K - $2.35K
|
3.21K
$325K
|
|
|
Feb 06, 2025
Q4 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
22+ 0.08% |
$2.13K - $2.35K
|
26K
$2.64M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
21+ 0.23% |
$2.03K - $2.24K
|
9.14K
$927K
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
20+ 0.71% |
$1.94K - $2.14K
|
2.86K
$290K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
20+ 0.55% |
$1.94K - $2.14K
|
3.65K
$370K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
19+ 90.48% |
$1.84K - $2.03K
|
40
$4.06K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
17+ 0.68% |
$1.65K - $1.82K
|
2.52K
$255K
|