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 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
600+ 12.06% |
$58.1K - $64.1K
|
5.58K
$580K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
577+ 15.64% |
$55.9K - $61.7K
|
4.27K
$444K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
576+ 1.05% |
$55.8K - $61.6K
|
55.6K
$5.78M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
574+ 24.37% |
$55.6K - $61.3K
|
2.93K
$304K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
557+ 5.47% |
$53.9K - $59.5K
|
10.7K
$1.12M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
540+ 32.47% |
$52.3K - $57.7K
|
2.2K
$229K
|
|
|
Feb 12, 2025
Q4 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
530+ 8.2% |
$51.3K - $56.6K
|
6.99K
$727K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
529+ 3.24% |
$51.2K - $56.5K
|
16.9K
$1.75M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
527New |
$51K - $56.3K
|
527
$54.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
525+ 6.6% |
$50.8K - $56.1K
|
8.48K
$882K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
524+ 18.19% |
$50.7K - $56K
|
3.41K
$354K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
522New |
$50.5K - $55.8K
|
522
$54.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
503+ 14.76% |
$48.7K - $53.8K
|
3.91K
$406K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
503+ 7.28% |
$48.7K - $53.8K
|
7.41K
$770K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
500+ 2.03% |
$48.4K - $53.4K
|
25.1K
$2.61M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
500+ 9.58% |
$48.4K - $53.4K
|
5.72K
$594K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
491+ 14.81% |
$47.5K - $52.5K
|
3.81K
$396K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
485New |
$47K - $51.8K
|
485
$50.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
478+ 6.63% |
$46.3K - $51.1K
|
7.69K
$799K
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
475+ 11.09% |
$46K - $50.8K
|
4.76K
$495K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
460New |
$44.5K - $49.2K
|
460
$47.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
453New |
$43.9K - $48.4K
|
453
$47.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
444+ 8.25% |
$43K - $47.5K
|
5.83K
$606K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
437+ 7.66% |
$42.3K - $46.7K
|
6.14K
$638K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
437New |
$42.3K - $46.7K
|
437
$45.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
426+ 0.92% |
$41.2K - $45.5K
|
46.9K
$4.88M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
413New |
$40K - $44.1K
|
413
$42.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
408+ 17.58% |
$39.5K - $43.6K
|
2.73K
$284K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
401+ 3.95% |
$38.8K - $42.9K
|
10.5K
$1.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
395+ 1.36% |
$38.2K - $42.2K
|
29.4K
$3.06M
|
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
BUY
|
- |
376+ 2.79% |
$36.4K - $40.2K
|
13.8K
$1.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
372New |
$36K - $39.8K
|
372
$38.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
360+ 40.77% |
$34.9K - $38.5K
|
1.24K
$129K
|
|
|
Feb 12, 2025
Q4 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
344+ 14.13% |
$33.3K - $36.8K
|
2.78K
$289K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
339+ 300.0% |
$32.8K - $36.2K
|
452
$47K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
337New |
$32.6K - $36K
|
337
$35K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
324+ 6.05% |
$31.4K - $34.6K
|
5.68K
$590K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
315+ 2.42% |
$30.5K - $33.7K
|
13.3K
$1.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
311+ 5.24% |
$30.1K - $33.2K
|
6.25K
$649K
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
309New |
$29.9K - $33K
|
309
$32.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Gpwm LLC
|
BUY
|
- |
309New |
$29.9K - $33K
|
309
$32.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
308+ 1283.33% |
$29.8K - $32.9K
|
332
$34.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
305+ 2.79% |
$29.5K - $32.6K
|
11.2K
$1.17M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
305New |
$29.5K - $32.6K
|
305
$31.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
303+ 125.21% |
$29.3K - $32.4K
|
545
$56.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
287+ 0.69% |
$27.8K - $30.7K
|
41.7K
$4.34M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
284New |
$27.5K - $30.4K
|
284
$29.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
266+ 95.34% |
$25.8K - $28.4K
|
545
$56.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
264New |
$25.6K - $28.2K
|
264
$27.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
257+ 0.68% |
$24.9K - $27.5K
|
38K
$3.95M
|