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 17, 2025
Q4 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
251+ 2.96% |
$24.3K - $26.8K
|
8.74K
$908K
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
251+ 2.56% |
$24.3K - $26.8K
|
10.1K
$1.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
250+ 7.67% |
$24.2K - $26.7K
|
3.51K
$365K
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
248+ 0.26% |
$24K - $26.5K
|
95.9K
$9.97M
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
247+ 1.61% |
$23.9K - $26.4K
|
15.6K
$1.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
242+ 11.4% |
$23.4K - $25.9K
|
2.37K
$246K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
238+ 26.44% |
$23K - $25.4K
|
1.14K
$118K
|
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
230+ 0.81% |
$22.3K - $24.6K
|
28.7K
$2.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
227+ 18.28% |
$22K - $24.3K
|
1.47K
$153K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
204+ 3.44% |
$19.8K - $21.8K
|
6.13K
$637K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
201+ 5.26% |
$19.5K - $21.5K
|
4.02K
$418K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
200New |
$19.4K - $21.4K
|
200
$20.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
197+ 2.73% |
$19.1K - $21.1K
|
7.42K
$772K
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
196+ 2.02% |
$19K - $20.9K
|
9.89K
$1.03M
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
194+ 0.5% |
$18.8K - $20.7K
|
39.3K
$4.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
187+ 0.78% |
$18.1K - $20K
|
24.2K
$2.51M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
185+ 1.62% |
$17.9K - $19.8K
|
11.6K
$1.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
178+ 106.59% |
$17.2K - $19K
|
345
$35.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
171New |
$16.6K - $18.3K
|
171
$17.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
169+ 3380.0% |
$16.4K - $18.1K
|
174
$18.1K
|
|
|
Feb 13, 2025
Q4 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
169+ 0.76% |
$16.4K - $18.1K
|
22.5K
$2.34M
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
164+ 8.53% |
$15.9K - $17.5K
|
2.09K
$217K
|
|
|
Feb 12, 2025
Q4 2024
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
159+ 7.17% |
$15.4K - $17K
|
2.38K
$247K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
156New |
$15.1K - $16.7K
|
156
$16.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
155+ 8.09% |
$15K - $16.6K
|
2.07K
$215K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
154+ 2.3% |
$14.9K - $16.5K
|
6.84K
$711K
|
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
149+ 7.02% |
$14.4K - $15.9K
|
2.27K
$236K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
146New |
$14.1K - $15.6K
|
146
$15.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
129+ 6.51% |
$12.5K - $13.8K
|
2.11K
$219K
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
128New |
$12.4K - $13.7K
|
128
$13.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
127+ 0.31% |
$12.3K - $13.6K
|
41.4K
$4.3M
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
BUY
|
- |
127+ 1.54% |
$12.3K - $13.6K
|
8.38K
$870K
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
125+ 5.59% |
$12.1K - $13.4K
|
2.36K
$245K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
121+ 7.78% |
$11.7K - $12.9K
|
1.68K
$174K
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
120New |
$11.6K - $12.8K
|
120
$12.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
118+ 0.2% |
$11.4K - $12.6K
|
59K
$6.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
112New |
$10.8K - $12K
|
112
$11.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
106+ 4.5% |
$10.3K - $11.3K
|
2.46K
$256K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
101+ 88.6% |
$9.78K - $10.8K
|
215
$22.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
100New |
$9.68K - $10.7K
|
100
$10.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
97+ 1.3% |
$9.39K - $10.4K
|
7.58K
$788K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
97+ 4.88% |
$9.39K - $10.4K
|
2.08K
$217K
|
|
|
Jan 29, 2025
Q4 2024
|
Pachira Investments Inc.
|
BUY
|
- |
94+ 0.71% |
$9.1K - $10K
|
13.3K
$1.38M
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
92New |
$8.91K - $9.83K
|
92
$9.56K
|
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
82+ 0.68% |
$7.94K - $8.76K
|
12.2K
$1.26M
|
|
|
Jan 21, 2025
Q4 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
80+ 1.1% |
$7.75K - $8.55K
|
7.36K
$764K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
79+ 11.79% |
$7.65K - $8.44K
|
749
$77.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
79+ 2.65% |
$7.65K - $8.44K
|
3.06K
$318K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
76+ 0.72% |
$7.36K - $8.12K
|
10.6K
$1.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
72New |
$6.97K - $7.7K
|
72
$7.48K
|