Purchases and Sales Made in Q1 2025 in Msci Eafe Growth ETF (EFG)
This table provides information about the institutional ownership of Msci Eafe Growth ETF (EFG) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.87K- 3.99% |
$180K - $199K
|
45K
$4.97M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.91K- 43.85% |
$183K - $203K
|
2.44K
$270K
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-1.95K- 19.77% |
$187K - $207K
|
7.9K
$871K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.97K- 35.13% |
$190K - $210K
|
3.64K
$402K
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-2K- 37.29% |
$192K - $212K
|
3.36K
$370K
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-2.01K- 6.16% |
$193K - $213K
|
30.6K
$3.37M
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-2.02K- 4.28% |
$194K - $214K
|
45.1K
$4.97M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-2.08K- 1.09% |
$200K - $221K
|
188K
$20.8M
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-2.08K- 6.3% |
$200K - $222K
|
31K
$3.42M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-2.1K- 16.8% |
$202K - $223K
|
10.4K
$1.15M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-2.11K- 20.01% |
$203K - $225K
|
8.44K
$931K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-2.12K- 9.11% |
$204K - $226K
|
21.2K
$2.34M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.13K- 13.87% |
$205K - $227K
|
13.2K
$1.46M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-2.14K- 76.41% |
$205K - $227K
|
660
$72.8K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-2.17K- 49.7% |
$209K - $231K
|
2.2K
$243K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.18K- 44.98% |
$209K - $231K
|
2.66K
$294K
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-2.2K- 16.69% |
$212K - $234K
|
11K
$1.21M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.22K- 31.14% |
$213K - $236K
|
4.9K
$540K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-2.26K- 19.34% |
$217K - $240K
|
9.43K
$1.04M
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-2.26K- 37.52% |
$218K - $241K
|
3.77K
$416K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-2.27K- 31.68% |
$218K - $242K
|
4.9K
$540K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-2.29K- 56.64% |
$220K - $243K
|
1.75K
$193K
|
|
|
Apr 24, 2025
Q1 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-2.3K- 3.45% |
$221K - $244K
|
64.2K
$7.09M
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-2.31K- 37.65% |
$222K - $246K
|
3.83K
$422K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-2.32K- 4.16% |
$223K - $246K
|
53.3K
$5.88M
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-2.36K- 47.56% |
$227K - $251K
|
2.6K
$287K
|
|
|
May 06, 2025
Q1 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-2.36K- 7.58% |
$227K - $251K
|
28.8K
$3.18M
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
SELL
|
- |
-2.42K- 32.6% |
$232K - $257K
|
4.99K
$551K
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-2.44K- 41.22% |
$234K - $259K
|
3.47K
$383K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-2.48K- 36.31% |
$239K - $264K
|
4.36K
$481K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-2.49K- 4.52% |
$239K - $264K
|
52.5K
$5.79M
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-2.58K- 2.69% |
$248K - $275K
|
93.4K
$10.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-2.61K- 28.13% |
$251K - $277K
|
6.66K
$735K
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-2.64K- 33.12% |
$254K - $281K
|
5.33K
$588K
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-2.66K- 52.04% |
$255K - $283K
|
2.45K
$270K
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-2.69K- 15.4% |
$258K - $286K
|
14.8K
$1.63M
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-2.72K- 53.65% |
$261K - $289K
|
2.35K
$259K
|
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
SELL
|
- |
-2.72K- 47.35% |
$261K - $289K
|
3.02K
$333K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-2.8K- 4.65% |
$269K - $298K
|
57.4K
$6.34M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.8K- 37.97% |
$269K - $298K
|
4.57K
$504K
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
SELL
|
- |
-2.8K- 9.54% |
$269K - $298K
|
26.6K
$2.93M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.82K- 11.33% |
$271K - $300K
|
22K
$2.43M
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-2.85K- 1.36% |
$274K - $304K
|
207K
$22.9M
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-2.95K- 42.46% |
$284K - $314K
|
4K
$441K
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-3K- 16.61% |
$288K - $319K
|
15.1K
$1.66M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-3.1K- 42.01% |
$298K - $330K
|
4.28K
$472K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.28K- 1.23% |
$315K - $349K
|
264K
$29.1M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-3.34K- 34.57% |
$321K - $355K
|
6.33K
$698K
|
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-3.36K- 34.64% |
$323K - $357K
|
6.34K
$699K
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-3.41K- 42.74% |
$328K - $363K
|
4.57K
$505K
|