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
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.86K- 9.15% |
$180K - $198K
|
18.4K
$1.91M
|
|
|
Feb 06, 2025
Q4 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-1.87K- 28.69% |
$181K - $200K
|
4.64K
$482K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.94K- 0.76% |
$188K - $207K
|
252K
$26.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.99K- 9.94% |
$193K - $213K
|
18.1K
$1.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.01K- 0.83% |
$194K - $214K
|
240K
$24.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-2.01K- 46.28% |
$194K - $215K
|
2.33K
$242K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-2.21K- 6.63% |
$214K - $236K
|
31.1K
$3.23M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-2.31K- 4.11% |
$223K - $246K
|
53.7K
$5.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-2.35K- 19.89% |
$227K - $251K
|
9.46K
$983K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-2.4K- 97.72% |
$232K - $257K
|
56
$5.82K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.4K- 3.98% |
$233K - $257K
|
57.9K
$6.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-2.71K- 31.14% |
$263K - $290K
|
6K
$624K
|
|
|
Feb 10, 2025
Q4 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-2.72K- 3.92% |
$263K - $290K
|
66.5K
$6.91M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.76K- 5.66% |
$268K - $295K
|
46K
$4.78M
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-3.09K- 37.9% |
$299K - $330K
|
5.06K
$526K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.21K- 39.47% |
$311K - $343K
|
4.92K
$511K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-3.42K- 45.32% |
$331K - $365K
|
4.12K
$428K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-3.54K- 8.61% |
$343K - $378K
|
37.6K
$3.91M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.58K- 15.97% |
$346K - $382K
|
18.8K
$1.96M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-4.11K- 33.18% |
$398K - $440K
|
8.28K
$861K
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-4.42K- 42.71% |
$428K - $473K
|
5.93K
$616K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-4.5K- 17.22% |
$436K - $481K
|
21.6K
$2.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-4.55K- 22.23% |
$441K - $487K
|
15.9K
$1.66M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-4.64K- 12.2% |
$450K - $496K
|
33.4K
$3.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-4.72K- 44.56% |
$457K - $505K
|
5.88K
$611K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-4.73K- 21.32% |
$458K - $505K
|
17.4K
$1.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-4.95K- 6.04% |
$480K - $529K
|
77.1K
$8.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.01K- 5.8% |
$485K - $535K
|
81.3K
$8.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-5.5K- 4.88% |
$533K - $588K
|
107K
$11.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-5.58K- 8.12% |
$540K - $596K
|
63.1K
$6.56M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-5.88K- 8.89% |
$569K - $628K
|
60.2K
$6.26M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-6.63K- 26.1% |
$642K - $708K
|
18.8K
$1.95M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-7.12K- 2.59% |
$690K - $761K
|
268K
$27.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-7.32K- 19.36% |
$708K - $782K
|
30.5K
$3.17M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-7.32K- 5.84% |
$709K - $783K
|
118K
$12.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-7.43K- 16.67% |
$720K - $794K
|
37.1K
$3.86M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-8.15K- 25.89% |
$789K - $871K
|
23.3K
$2.42M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8.74K- 17.61% |
$846K - $934K
|
40.9K
$4.25M
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-8.74K- 33.39% |
$846K - $934K
|
17.4K
$1.81M
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-8.77K- 35.73% |
$849K - $938K
|
15.8K
$1.64M
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-8.84K- 55.64% |
$856K - $945K
|
7.05K
$732K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-9.99K- 0.84% |
$967K - $1.07M
|
1.18M
$123M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-11.1K- 55.94% |
$1.07M - $1.18M
|
8.71K
$906K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-12.4K- 56.85% |
$1.2M - $1.33M
|
9.45K
$982K
|
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-14.1K- 48.28% |
$1.37M - $1.51M
|
15.2K
$1.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-18.8K- 61.49% |
$1.83M - $2.01M
|
11.8K
$1.23M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-19.5K- 61.98% |
$1.89M - $2.08M
|
12K
$1.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-19.7K- 37.16% |
$1.91M - $2.1M
|
33.3K
$3.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-21.3K- 10.94% |
$2.06M - $2.27M
|
173K
$18M
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-23.2K- 14.97% |
$2.25M - $2.48M
|
132K
$13.7M
|