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 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
11.1KNew |
$1.08M - $1.19M
|
11.1K
$1.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
11.1K+ 23.79% |
$1.07M - $1.19M
|
57.7K
$6M
|
|
|
Jan 22, 2025
Q4 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
11.1K+ 16.94% |
$1.07M - $1.18M
|
76.4K
$7.94M
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
11KNew |
$1.06M - $1.17M
|
11K
$1.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
10.8K+ 13.77% |
$1.05M - $1.16M
|
89.4K
$9.29M
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
10.8K+ 30.01% |
$1.05M - $1.16M
|
46.8K
$4.87M
|
|
|
Feb 05, 2025
Q4 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
10.8KNew |
$1.04M - $1.15M
|
10.8K
$1.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
10.7K+ 35.82% |
$1.04M - $1.14M
|
40.6K
$4.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.6K+ 48.9% |
$1.03M - $1.14M
|
32.4K
$3.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
10.5K+ 26.87% |
$1.02M - $1.12M
|
49.6K
$5.16M
|
|
|
Feb 04, 2025
Q4 2024
|
Sofi Wealth, LLC
|
BUY
|
- |
10.5KNew |
$1.02M - $1.12M
|
10.5K
$1.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
10.5K+ 47.49% |
$1.02M - $1.12M
|
32.6K
$3.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
10.4K+ 33.34% |
$1M - $1.11M
|
41.4K
$4.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.3K+ 16.7% |
$1M - $1.1M
|
72.1K
$7.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
10.3K+ 33.76% |
$997K - $1.1M
|
40.8K
$4.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
10.3K+ 14.18% |
$996K - $1.1M
|
82.8K
$8.61M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
10.1KNew |
$976K - $1.08M
|
10.1K
$1.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
10K+ 5.01% |
$971K - $1.07M
|
210K
$21.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
9.85KNew |
$954K - $1.05M
|
9.85K
$1.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
9.61K+ 13.98% |
$930K - $1.03M
|
78.3K
$8.14M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
9.57KNew |
$926K - $1.02M
|
9.57K
$994K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
9.33K+ 8.64% |
$903K - $997K
|
117K
$12.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
9.25KNew |
$896K - $989K
|
9.25K
$961K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
9.24K+ 36.46% |
$895K - $988K
|
34.6K
$3.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
9.19K+ 9.55% |
$890K - $983K
|
105K
$11M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
9.17KNew |
$888K - $980K
|
9.17K
$953K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
9.16KNew |
$887K - $979K
|
9.16K
$952K
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
9.14K+ 21.08% |
$885K - $977K
|
52.5K
$5.46M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
9.08K+ 84.6% |
$880K - $971K
|
19.8K
$2.06M
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
9.05K+ 16.06% |
$876K - $967K
|
65.4K
$6.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
8.96K+ 30.09% |
$867K - $957K
|
38.7K
$4.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
8.92K+ 28.53% |
$864K - $954K
|
40.2K
$4.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
8.82K+ 210.28% |
$854K - $943K
|
13K
$1.35M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
8.77K+ 0.54% |
$849K - $937K
|
1.64M
$171M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
8.6K+ 10.01% |
$833K - $919K
|
94.5K
$9.83M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
8.58K+ 22.53% |
$831K - $917K
|
46.6K
$4.85M
|
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
8.57K+ 7.38% |
$830K - $916K
|
125K
$13M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8.55K+ 1.68% |
$828K - $914K
|
518K
$53.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
8.45KNew |
$818K - $903K
|
8.45K
$879K
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
8.42K+ 36.13% |
$815K - $900K
|
31.7K
$3.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
8.26K+ 17.58% |
$800K - $883K
|
55.3K
$5.74M
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
8.17K+ 25.04% |
$791K - $873K
|
40.8K
$4.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
8.01K+ 218.31% |
$776K - $857K
|
11.7K
$1.21M
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
7.86K+ 58.11% |
$761K - $840K
|
21.4K
$2.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.82K+ 5.99% |
$757K - $836K
|
138K
$14.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7.8K+ 17.53% |
$756K - $834K
|
52.3K
$5.44M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
7.79K+ 7.69% |
$754K - $832K
|
109K
$11.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
7.72K+ 9.41% |
$748K - $826K
|
89.8K
$9.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
7.49K+ 11.89% |
$726K - $801K
|
70.5K
$7.33M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
7.47K+ 8.61% |
$723K - $798K
|
94.2K
$9.79M
|