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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-3.41K- 42.74% |
$328K - $363K
|
4.57K
$505K
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-3.56K- 30.71% |
$342K - $379K
|
8.03K
$886K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.65K- 30.56% |
$351K - $389K
|
8.3K
$916K
|
|
|
Apr 28, 2025
Q1 2025
|
Fedenia Advisers LLC
Madison, WI |
SELL
|
- |
-3.7K- 37.59% |
$356K - $394K
|
6.15K
$679K
|
|
|
May 09, 2025
Q1 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-3.71K- 8.81% |
$357K - $395K
|
38.4K
$4.24M
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-3.74K- 23.88% |
$359K - $398K
|
11.9K
$1.32M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-3.79K- 16.96% |
$364K - $403K
|
18.6K
$2.05M
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-3.89K- 71.77% |
$374K - $414K
|
1.53K
$169K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-3.9K- 33.26% |
$374K - $414K
|
7.82K
$862K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-3.99K- 11.42% |
$383K - $424K
|
31K
$3.41M
|
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-4K- 4.83% |
$385K - $426K
|
78.9K
$8.71M
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-4.03K- 41.5% |
$387K - $428K
|
5.68K
$626K
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-4.03K- 20.39% |
$388K - $429K
|
15.7K
$1.74M
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-4.15K- 10.32% |
$399K - $441K
|
36K
$3.98M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-4.2K- 43.69% |
$403K - $446K
|
5.41K
$596K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-4.2K- 11.18% |
$404K - $447K
|
33.4K
$3.68M
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-4.22K- 57.09% |
$405K - $449K
|
3.17K
$350K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-4.35K- 1.72% |
$418K - $462K
|
248K
$27.3M
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-4.39K- 62.36% |
$422K - $467K
|
2.65K
$293K
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-4.52K- 46.09% |
$434K - $481K
|
5.29K
$584K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-4.57K- 18.12% |
$439K - $486K
|
20.7K
$2.28M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-4.58K- 24.86% |
$440K - $487K
|
13.8K
$1.53M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.77K- 2.87% |
$459K - $508K
|
162K
$17.8M
|
|
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-4.82KClosed |
$463K - $513K
|
0
$0
|
|
|
Apr 09, 2025
Q1 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
SELL
|
- |
-4.95K- 21.4% |
$476K - $527K
|
18.2K
$2.01M
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-4.98K- 57.45% |
$478K - $529K
|
3.69K
$407K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-4.98K- 31.27% |
$479K - $530K
|
11K
$1.21M
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-5.1K- 48.61% |
$490K - $542K
|
5.39K
$595K
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-5.23K- 14.63% |
$502K - $556K
|
30.5K
$3.36M
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
SELL
|
- |
-5.27K- 48.18% |
$506K - $560K
|
5.67K
$625K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.32K- 31.56% |
$511K - $566K
|
11.5K
$1.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-5.45K- 17.88% |
$523K - $579K
|
25K
$2.76M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
SELL
|
- |
-5.6K- 39.92% |
$538K - $596K
|
8.43K
$930K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-5.72K- 47.81% |
$549K - $608K
|
6.24K
$688K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-5.74K- 39.26% |
$551K - $610K
|
8.87K
$979K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-5.76K- 6.48% |
$554K - $613K
|
83.1K
$9.17M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-5.94K- 50.69% |
$571K - $632K
|
5.78K
$638K
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-5.97K- 10.13% |
$574K - $635K
|
53K
$5.85M
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
SELL
|
- |
-6.1K- 48.12% |
$586K - $649K
|
6.58K
$726K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-6.11K- 17.94% |
$587K - $650K
|
27.9K
$3.08M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-6.25K- 9.25% |
$601K - $665K
|
61.3K
$6.76M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-6.35K- 71.04% |
$610K - $675K
|
2.59K
$285K
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-6.41K- 27.24% |
$616K - $682K
|
17.1K
$1.89M
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-6.51K- 35.5% |
$625K - $692K
|
11.8K
$1.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-6.53K- 17.18% |
$628K - $695K
|
31.5K
$3.47M
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-6.74K- 38.68% |
$647K - $717K
|
10.7K
$1.18M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-7.1K- 40.19% |
$682K - $755K
|
10.6K
$1.17M
|
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-7.19K- 37.1% |
$690K - $764K
|
12.2K
$1.34M
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-7.19K- 17.61% |
$691K - $765K
|
33.6K
$3.71M
|
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-7.2K- 18.24% |
$692K - $766K
|
32.3K
$3.56M
|