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 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
57.8KNew |
$5.6M - $6.18M
|
57.8K
$6.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
57.7K+ 9.02% |
$5.59M - $6.17M
|
698K
$72.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
57.3K+ 12.88% |
$5.55M - $6.13M
|
502K
$52.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
55.1KNew |
$5.33M - $5.89M
|
55.1K
$5.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
54.9K+ 13.88% |
$5.32M - $5.87M
|
450K
$46.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
53K+ 250.68% |
$5.13M - $5.66M
|
74.1K
$7.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
51.5KNew |
$4.99M - $5.51M
|
51.5K
$5.35M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
50.7K+ 53.91% |
$4.91M - $5.42M
|
145K
$15M
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
49.5K+ 163.63% |
$4.8M - $5.3M
|
79.8K
$8.3M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
48.7K+ 1634.09% |
$4.72M - $5.21M
|
51.7K
$5.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
48K+ 55.43% |
$4.65M - $5.13M
|
135K
$14M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
46.5KNew |
$4.5M - $4.97M
|
46.5K
$4.84M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
45.7K+ 9.88% |
$4.42M - $4.88M
|
508K
$52.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
45K+ 34.86% |
$4.36M - $4.81M
|
174K
$18.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
43.8K+ 26.5% |
$4.24M - $4.68M
|
209K
$21.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
43.4KNew |
$4.2M - $4.63M
|
43.4K
$4.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
42.9K+ 14.77% |
$4.15M - $4.58M
|
333K
$34.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
40.9K+ 9678.25% |
$3.96M - $4.38M
|
41.4K
$4.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
40.4KNew |
$3.92M - $4.32M
|
40.4K
$4.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
38.5K+ 22.74% |
$3.73M - $4.12M
|
208K
$21.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
38.2K+ 108.53% |
$3.7M - $4.09M
|
73.5K
$7.64M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
36KNew |
$3.49M - $3.85M
|
36K
$3.74M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
35.8KNew |
$3.46M - $3.82M
|
35.8K
$3.72M
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
34.8K+ 23.55% |
$3.37M - $3.72M
|
183K
$19M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
34.7K+ 10.88% |
$3.36M - $3.71M
|
354K
$36.8M
|
|
|
Feb 18, 2025
Q4 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
34.1K+ 21.71% |
$3.31M - $3.65M
|
191K
$19.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
33.7K+ 32.84% |
$3.26M - $3.6M
|
136K
$14.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
33.6KNew |
$3.25M - $3.59M
|
33.6K
$3.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
31.6K+ 33.38% |
$3.06M - $3.38M
|
126K
$13.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
30.7K+ 189.39% |
$2.98M - $3.29M
|
47K
$4.88M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
30.4K+ 20.6% |
$2.95M - $3.25M
|
178K
$18.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
29.9K+ 12.6% |
$2.89M - $3.19M
|
267K
$27.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
29.5K+ 22.36% |
$2.86M - $3.15M
|
162K
$16.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
29K+ 2.51% |
$2.81M - $3.1M
|
1.18M
$123M
|
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
28.9K+ 15.21% |
$2.8M - $3.09M
|
219K
$22.8M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
28.7K+ 656.29% |
$2.78M - $3.07M
|
33.1K
$3.44M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
28.4K+ 14.42% |
$2.75M - $3.04M
|
226K
$23.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Harding Loevner LP
Bridgewater, NJ |
BUY
|
- |
28.4KNew |
$2.75M - $3.04M
|
28.4K
$2.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
28.3K+ 33.92% |
$2.74M - $3.02M
|
112K
$11.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
27.8K+ 20.29% |
$2.69M - $2.97M
|
165K
$17.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
27.7KNew |
$2.69M - $2.97M
|
27.7K
$2.88M
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
25.6KNew |
$2.48M - $2.73M
|
25.6K
$2.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
25.2K+ 17.94% |
$2.44M - $2.7M
|
166K
$17.2M
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
24.2K+ 14.18% |
$2.35M - $2.59M
|
195K
$20.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
23.7K+ 6.39% |
$2.3M - $2.54M
|
395K
$41.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
23.5KNew |
$2.28M - $2.51M
|
23.5K
$2.44M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
23.5K+ 5.44% |
$2.28M - $2.51M
|
456K
$47.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
23K+ 15.91% |
$2.23M - $2.46M
|
168K
$17.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
22.8K+ 22.71% |
$2.21M - $2.44M
|
123K
$12.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
22.5K+ 972.65% |
$2.18M - $2.41M
|
24.9K
$2.58M
|