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 13, 2025
Q4 2024
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
2.07KNew |
$200K - $221K
|
2.07K
$215K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2.06K+ 15.72% |
$199K - $220K
|
15.1K
$1.57M
|
|
|
Feb 05, 2025
Q4 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
1.98K+ 1.46% |
$192K - $212K
|
138K
$14.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
1.95K+ 9.35% |
$189K - $208K
|
22.8K
$2.37M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.95K+ 12156.25% |
$188K - $208K
|
1.96K
$204K
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.9K+ 6.92% |
$184K - $203K
|
29.4K
$3.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.9K+ 34.67% |
$184K - $203K
|
7.38K
$767K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
1.89K+ 13.69% |
$183K - $202K
|
15.7K
$1.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
1.85K+ 7.73% |
$179K - $198K
|
25.8K
$2.68M
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
1.83K+ 29.7% |
$177K - $195K
|
7.99K
$830K
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.81K+ 0.42% |
$175K - $193K
|
434K
$45.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
1.79K+ 7.36% |
$174K - $192K
|
26.2K
$2.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.77K+ 16.44% |
$171K - $189K
|
12.5K
$1.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.76K+ 19.2% |
$171K - $188K
|
10.9K
$1.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
BUY
|
- |
1.76K+ 40.04% |
$170K - $188K
|
6.15K
$639K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.76KNew |
$170K - $188K
|
1.76K
$182K
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
1.74K+ 43.95% |
$169K - $186K
|
5.7K
$593K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.69K+ 60.12% |
$163K - $180K
|
4.49K
$467K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.65K+ 637.07% |
$160K - $176K
|
1.91K
$198K
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.65K+ 26.06% |
$159K - $176K
|
7.97K
$828K
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1.63K+ 35.21% |
$158K - $174K
|
6.26K
$651K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.63K+ 25.02% |
$158K - $174K
|
8.14K
$846K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.61K+ 4.87% |
$156K - $172K
|
34.7K
$3.61M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1.56K+ 8.01% |
$151K - $167K
|
21.1K
$2.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.55K+ 18.67% |
$150K - $166K
|
9.84K
$1.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.53K+ 68.76% |
$148K - $163K
|
3.74K
$389K
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.51K+ 10.47% |
$146K - $161K
|
15.9K
$1.65M
|
|
|
Jan 14, 2025
Q4 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
1.49K+ 7.52% |
$144K - $159K
|
21.2K
$2.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.46K+ 8.62% |
$142K - $156K
|
18.4K
$1.92M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.45K+ 14.14% |
$141K - $155K
|
11.7K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
1.41K+ 6.84% |
$136K - $151K
|
22K
$2.29M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
1.37K+ 19.98% |
$133K - $147K
|
8.24K
$856K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.37K+ 30.77% |
$132K - $146K
|
5.81K
$603K
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
1.36K+ 22.53% |
$131K - $145K
|
7.39K
$768K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.35K+ 0.58% |
$131K - $144K
|
235K
$24.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.33K+ 16.12% |
$129K - $142K
|
9.6K
$998K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
1.33K+ 14.46% |
$128K - $142K
|
10.5K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.32K+ 22.61% |
$128K - $141K
|
7.17K
$745K
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.32K+ 16.97% |
$128K - $141K
|
9.11K
$946K
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
1.32K+ 15.44% |
$128K - $141K
|
9.85K
$1.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.27K+ 84.47% |
$123K - $135K
|
2.77K
$288K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.27K+ 2.4% |
$123K - $135K
|
54K
$5.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
1.26K+ 8.03% |
$122K - $135K
|
17K
$1.77M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.26K+ 1.75% |
$122K - $134K
|
73K
$7.59M
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1.25K+ 1.05% |
$121K - $133K
|
120K
$12.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
1.22K+ 2.92% |
$118K - $130K
|
43K
$4.47M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.2K+ 17.19% |
$116K - $129K
|
8.2K
$852K
|
|
|
Jan 22, 2025
Q4 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
1.18K+ 3.06% |
$114K - $126K
|
39.6K
$4.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
1.16K+ 7.99% |
$112K - $124K
|
15.7K
$1.63M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.14K+ 10.05% |
$110K - $122K
|
12.5K
$1.3M
|