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
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
4.98K+ 13.41% |
$482K - $532K
|
42.1K
$4.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.98KNew |
$482K - $532K
|
4.98K
$518K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
4.89K+ 13.96% |
$473K - $522K
|
39.9K
$4.15M
|
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
BUY
|
- |
4.83K+ 10.21% |
$468K - $516K
|
52.1K
$5.42M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.79K+ 55.25% |
$464K - $512K
|
13.5K
$1.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.72K+ 6.25% |
$457K - $504K
|
80.2K
$8.33M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
4.65K+ 1.47% |
$450K - $496K
|
320K
$33.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
4.58K+ 9.4% |
$444K - $490K
|
53.3K
$5.54M
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
BUY
|
- |
4.53K+ 1.93% |
$439K - $484K
|
239K
$24.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
4.53KNew |
$438K - $484K
|
4.53K
$471K
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
4.44K+ 8.37% |
$430K - $474K
|
57.5K
$5.97M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
4.42KNew |
$428K - $473K
|
4.42K
$460K
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
4.38K+ 19.67% |
$424K - $468K
|
26.6K
$2.77M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
4.34K+ 90.01% |
$420K - $463K
|
9.15K
$951K
|
|
|
Jan 29, 2025
Q4 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
4.28K+ 2.03% |
$415K - $458K
|
216K
$22.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
4.28KNew |
$415K - $458K
|
4.28K
$445K
|
|
|
Feb 06, 2025
Q4 2024
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
4.28KNew |
$414K - $457K
|
4.28K
$445K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
4.28K+ 85.7% |
$414K - $457K
|
9.27K
$964K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
4.28K+ 55.72% |
$414K - $457K
|
12K
$1.24M
|
|
|
Feb 04, 2025
Q4 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
4.26K+ 6.39% |
$412K - $455K
|
70.9K
$7.37M
|
|
|
Feb 05, 2025
Q4 2024
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
4.17KNew |
$404K - $446K
|
4.17K
$434K
|
|
|
Feb 12, 2025
Q4 2024
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
4.17KNew |
$404K - $446K
|
4.17K
$434K
|
|
|
Jan 30, 2025
Q4 2024
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
4.04KNew |
$391K - $432K
|
4.04K
$420K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
3.89K+ 7.21% |
$377K - $416K
|
57.9K
$6.02M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.88K+ 4.68% |
$376K - $415K
|
86.8K
$9.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3.86K+ 4.97% |
$374K - $413K
|
81.5K
$8.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Financial Life Advisors
|
BUY
|
- |
3.84K+ 3.94% |
$371K - $410K
|
101K
$10.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
3.83K+ 21.74% |
$371K - $409K
|
21.4K
$2.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Addison Capital CO
|
BUY
|
- |
3.8K+ 38.55% |
$368K - $406K
|
13.7K
$1.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
3.75K+ 4.51% |
$363K - $401K
|
86.9K
$9.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
3.66KNew |
$355K - $392K
|
3.66K
$381K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.62K+ 4.64% |
$350K - $386K
|
81.5K
$8.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
3.6KNew |
$348K - $384K
|
3.6K
$374K
|
|
|
Jan 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
3.57K+ 22.25% |
$346K - $381K
|
19.6K
$2.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
3.56K+ 6.7% |
$344K - $380K
|
56.7K
$5.89M
|
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
BUY
|
- |
3.51K+ 2.7% |
$340K - $375K
|
134K
$13.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.47KNew |
$336K - $371K
|
3.47K
$360K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.46K+ 19.69% |
$335K - $370K
|
21K
$2.19M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
3.43KNew |
$332K - $367K
|
3.43K
$357K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.42K+ 24.05% |
$331K - $366K
|
17.7K
$1.84M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
3.35KNew |
$325K - $358K
|
3.35K
$349K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.35K+ 129.42% |
$325K - $358K
|
5.94K
$618K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
3.33K+ 31.77% |
$323K - $356K
|
13.8K
$1.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.33KNew |
$322K - $356K
|
3.33K
$346K
|
|
|
Feb 14, 2025
Q4 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
3.33KNew |
$322K - $356K
|
3.33K
$346K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.31K+ 8.51% |
$321K - $354K
|
42.2K
$4.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
3.31KNew |
$320K - $353K
|
3.31K
$344K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.23K+ 12.58% |
$313K - $345K
|
28.9K
$3M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.21KNew |
$311K - $343K
|
3.21K
$333K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.2K+ 11.93% |
$310K - $342K
|
30.1K
$3.12M
|