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 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
1+ 0.02% |
$96.8 - $107
|
4.12K
$429K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-1- 0.42% |
$96.8 - $107
|
238
$24.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-1- 0.77% |
$96.8 - $107
|
129
$13.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-1- 0.01% |
$96.8 - $107
|
8.03K
$835K
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-6- 0.02% |
$581 - $641
|
30.7K
$3.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Athena Investment Management
|
SELL
|
- |
-9- 0.2% |
$871 - $962
|
4.53K
$471K
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-10- 0.02% |
$968 - $1.07K
|
45.7K
$4.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-16- 0.21% |
$1.55K - $1.71K
|
7.73K
$803K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-18- 2.04% |
$1.74K - $1.92K
|
866
$90K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-20- 0.86% |
$1.94K - $2.14K
|
2.3K
$239K
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-24- 0.06% |
$2.32K - $2.57K
|
41.7K
$4.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-24- 1.47% |
$2.32K - $2.57K
|
1.61K
$167K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-28- 0.51% |
$2.71K - $2.99K
|
5.47K
$568K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-28- 0.08% |
$2.71K - $2.99K
|
36.4K
$3.78M
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-29- 23.58% |
$2.81K - $3.1K
|
94
$9.77K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-39- 3.82% |
$3.78K - $4.17K
|
983
$102K
|
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-41- 0.45% |
$3.97K - $4.38K
|
9.01K
$937K
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-43- 1.97% |
$4.16K - $4.6K
|
2.14K
$222K
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-44- 1.82% |
$4.26K - $4.7K
|
2.38K
$247K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-44- 0.7% |
$4.26K - $4.7K
|
6.26K
$651K
|
|
|
Feb 11, 2025
Q4 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-49- 0.29% |
$4.74K - $5.24K
|
16.8K
$1.74M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-50- 6.12% |
$4.84K - $5.34K
|
767
$79.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-53- 1.4% |
$5.13K - $5.66K
|
3.73K
$387K
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-55- 1.37% |
$5.33K - $5.88K
|
3.96K
$412K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-57- 1.71% |
$5.52K - $6.09K
|
3.27K
$340K
|
|
|
Feb 13, 2025
Q4 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-60- 0.61% |
$5.81K - $6.41K
|
9.79K
$1.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-64- 0.86% |
$6.2K - $6.84K
|
7.37K
$766K
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-67- 0.64% |
$6.49K - $7.16K
|
10.4K
$1.08M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-77- 1.5% |
$7.46K - $8.23K
|
5.07K
$527K
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-84- 1.53% |
$8.13K - $8.98K
|
5.42K
$564K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
SELL
|
- |
-86- 1.88% |
$8.33K - $9.19K
|
4.48K
$466K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-91- 2.36% |
$8.81K - $9.73K
|
3.77K
$392K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-95- 91.35% |
$9.2K - $10.2K
|
9
$935
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
SELL
|
- |
-100- 3.58% |
$9.68K - $10.7K
|
2.7K
$280K
|
|
|
Feb 14, 2025
Q4 2024
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-100- 6.41% |
$9.68K - $10.7K
|
1.46K
$152K
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-100- 2.54% |
$9.68K - $10.7K
|
3.83K
$398K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-106- 10.29% |
$10.3K - $11.3K
|
924
$96K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-109- 1.83% |
$10.6K - $11.6K
|
5.84K
$607K
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-116- 4.97% |
$11.2K - $12.4K
|
2.22K
$230K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-121- 48.02% |
$11.7K - $12.9K
|
131
$13.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-128- 3.43% |
$12.4K - $13.7K
|
3.6K
$374K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-143- 1.12% |
$13.8K - $15.3K
|
12.6K
$1.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-143- 63.0% |
$13.8K - $15.3K
|
84
$8.73K
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-144- 1.38% |
$13.9K - $15.4K
|
10.3K
$1.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-147- 3.5% |
$14.2K - $15.7K
|
4.06K
$422K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
SELL
|
- |
-149- 8.01% |
$14.4K - $15.9K
|
1.71K
$178K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-150- 5.45% |
$14.5K - $16K
|
2.6K
$270K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-151- 3.51% |
$14.6K - $16.1K
|
4.15K
$431K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-165- 9.33% |
$16K - $17.6K
|
1.6K
$167K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-179- 0.84% |
$17.3K - $19.1K
|
21.1K
$2.19M
|