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 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
34+ 1.63% |
$3.29K - $3.63K
|
2.12K
$240K
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
31+ 0.35% |
$3K - $3.31K
|
8.81K
$998K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
31+ 0.32% |
$3K - $3.31K
|
9.79K
$1.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
29+ 0.25% |
$2.81K - $3.1K
|
11.8K
$1.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
27+ 1.02% |
$2.61K - $2.89K
|
2.68K
$304K
|
|
|
Feb 14, 2025
Q4 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
27+ 0.72% |
$2.61K - $2.89K
|
3.79K
$429K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
26+ 5.27% |
$2.52K - $2.78K
|
519
$58.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
26+ 0.19% |
$2.52K - $2.78K
|
13.7K
$1.55M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
24+ 0.83% |
$2.32K - $2.57K
|
2.93K
$332K
|
|
|
Feb 06, 2025
Q4 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
22+ 0.08% |
$2.13K - $2.35K
|
26K
$2.95M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
22+ 0.69% |
$2.13K - $2.35K
|
3.21K
$363K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
21+ 0.23% |
$2.03K - $2.24K
|
9.14K
$1.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
20+ 0.71% |
$1.94K - $2.14K
|
2.86K
$323K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
20+ 0.55% |
$1.94K - $2.14K
|
3.65K
$413K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
19+ 90.48% |
$1.84K - $2.03K
|
40
$4.53K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
19New |
$1.84K - $2.03K
|
19
$2.15K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
17+ 0.68% |
$1.65K - $1.82K
|
2.52K
$285K
|
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
16+ 0.72% |
$1.55K - $1.71K
|
2.25K
$255K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
16New |
$1.55K - $1.71K
|
16
$1.81K
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
15+ 0.44% |
$1.45K - $1.6K
|
3.41K
$386K
|
|
|
Jan 28, 2025
Q4 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
14+ 0.49% |
$1.36K - $1.5K
|
2.88K
$326K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
11New |
$1.07K - $1.18K
|
11
$1.25K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
10+ 1.07% |
$968 - $1.07K
|
945
$107K
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
8+ 0.06% |
$775 - $855
|
13.7K
$1.56M
|
|
|
Apr 29, 2025
Q4 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
7+ 0.3% |
$678 - $748
|
2.34K
$264K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
6+ 0.13% |
$581 - $641
|
4.79K
$543K
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
6+ 0.29% |
$581 - $641
|
2.08K
$235K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
5+ 0.75% |
$484 - $534
|
671
$76K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
5+ 500.0% |
$484 - $534
|
6
$680
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
3+ 0.07% |
$290 - $321
|
4.26K
$483K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2+ 0.11% |
$194 - $214
|
1.78K
$201K
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
2+ 0.09% |
$194 - $214
|
2.16K
$244K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
2+ 0.03% |
$194 - $214
|
5.89K
$667K
|
|
|
Feb 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.6% |
$96.8 - $107
|
167
$18.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 0.79% |
$96.8 - $107
|
127
$14.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
1+ 0.02% |
$96.8 - $107
|
4.12K
$467K
|
|
|
Feb 11, 2025
Q4 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-1- 0.01% |
$96.8 - $107
|
8.03K
$910K
|
|
|
Feb 12, 2025
Q4 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-1- 0.77% |
$96.8 - $107
|
129
$14.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-1- 0.42% |
$96.8 - $107
|
238
$27K
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-6- 0.02% |
$581 - $641
|
30.7K
$3.48M
|
|
|
Feb 05, 2025
Q4 2024
|
Athena Investment Management
|
SELL
|
- |
-9- 0.2% |
$871 - $962
|
4.53K
$513K
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-10- 0.02% |
$968 - $1.07K
|
45.7K
$5.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-16- 0.21% |
$1.55K - $1.71K
|
7.73K
$875K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-18- 2.04% |
$1.74K - $1.92K
|
866
$98.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-20- 0.86% |
$1.94K - $2.14K
|
2.3K
$261K
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-24- 0.06% |
$2.32K - $2.57K
|
41.7K
$4.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-24- 1.47% |
$2.32K - $2.57K
|
1.61K
$182K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-28- 0.51% |
$2.71K - $2.99K
|
5.47K
$619K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-28- 0.08% |
$2.71K - $2.99K
|
36.4K
$4.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-29- 23.58% |
$2.81K - $3.1K
|
94
$10.6K
|