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
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
1.33K+ 14.46% |
$128K - $142K
|
10.5K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.32K+ 22.61% |
$128K - $141K
|
7.17K
$711K
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.32K+ 16.97% |
$128K - $141K
|
9.11K
$903K
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
1.32K+ 15.44% |
$128K - $141K
|
9.85K
$977K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.27K+ 84.47% |
$123K - $135K
|
2.77K
$275K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.27K+ 2.4% |
$123K - $135K
|
54K
$5.36M
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.27K+ 2.4% |
$123K - $135K
|
54K
$5.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
1.26K+ 8.03% |
$122K - $135K
|
17K
$1.69M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.26K+ 1.75% |
$122K - $134K
|
73K
$7.24M
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1.25K+ 1.05% |
$121K - $133K
|
120K
$11.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
1.22K+ 2.92% |
$118K - $130K
|
43K
$4.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.2K+ 17.19% |
$116K - $129K
|
8.2K
$814K
|
|
|
Jan 22, 2025
Q4 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
1.18K+ 3.06% |
$114K - $126K
|
39.6K
$3.93M
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
1.16K+ 7.99% |
$112K - $124K
|
15.7K
$1.55M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.14K+ 10.05% |
$110K - $122K
|
12.5K
$1.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
1.14K+ 20.21% |
$110K - $121K
|
6.76K
$670K
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
1.08K+ 3.11% |
$104K - $115K
|
35.7K
$3.54M
|
|
|
Jan 24, 2025
Q4 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
1.06K+ 10.77% |
$103K - $113K
|
10.9K
$1.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.05K+ 2.49% |
$102K - $112K
|
43.3K
$4.29M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
1.05K+ 31.47% |
$101K - $112K
|
4.37K
$434K
|
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
1.04K+ 13.89% |
$101K - $111K
|
8.53K
$846K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.04K+ 51.93% |
$100K - $111K
|
3.03K
$301K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.03K+ 19.85% |
$99.5K - $110K
|
6.21K
$616K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.02K+ 22.28% |
$99.1K - $109K
|
5.61K
$557K
|
|
|
Feb 14, 2025
Q4 2024
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
1.02K+ 7.64% |
$98.9K - $109K
|
14.4K
$1.43M
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.02K+ 16.15% |
$98.8K - $109K
|
7.33K
$728K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.02K+ 1.45% |
$98.3K - $108K
|
71K
$7.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
1.01K+ 5.83% |
$97.8K - $108K
|
18.3K
$1.82M
|
|
|
Jan 30, 2025
Q4 2024
|
Empire Life Investments Inc.
|
BUY
|
- |
1K+ 2.76% |
$96.8K - $107K
|
37.2K
$3.69M
|
|
|
Feb 11, 2025
Q4 2024
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
983+ 50.59% |
$95.2K - $105K
|
2.93K
$290K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
949New |
$91.9K - $101K
|
949
$94.2K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
938+ 24.04% |
$90.8K - $100K
|
4.84K
$480K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
911+ 15.1% |
$88.2K - $97.4K
|
6.95K
$689K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
902New |
$87.3K - $96.4K
|
902
$89.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
887+ 10.1% |
$85.9K - $94.8K
|
9.67K
$959K
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
886+ 7.57% |
$85.8K - $94.7K
|
12.6K
$1.25M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
880+ 271.6% |
$85.2K - $94.1K
|
1.2K
$119K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
876+ 6.17% |
$84.8K - $93.6K
|
15.1K
$1.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
872+ 2.83% |
$84.4K - $93.2K
|
31.7K
$3.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
854+ 8.41% |
$82.7K - $91.3K
|
11K
$1.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
833+ 21.77% |
$80.7K - $89K
|
4.66K
$462K
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
826+ 36.31% |
$80K - $88.3K
|
3.1K
$308K
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
807+ 19.42% |
$78.1K - $86.3K
|
4.96K
$492K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
801+ 12.69% |
$77.6K - $85.6K
|
7.11K
$706K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
795+ 8.02% |
$77K - $85K
|
10.7K
$1.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
783+ 34.68% |
$75.8K - $83.7K
|
3.04K
$302K
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
760+ 35.88% |
$73.6K - $81.2K
|
2.88K
$286K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
760+ 0.26% |
$73.6K - $81.2K
|
295K
$29.2M
|
|
|
Mar 24, 2025
Q4 2024
|
Fulcrum Equity Management
|
BUY
|
- |
757+ 15.2% |
$73.3K - $80.9K
|
5.74K
$569K
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
757+ 10.19% |
$73.3K - $80.9K
|
8.18K
$812K
|