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
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
1.14K+ 20.21% |
$110K - $121K
|
6.76K
$702K
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
1.08K+ 3.11% |
$104K - $115K
|
35.7K
$3.71M
|
|
|
Jan 24, 2025
Q4 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
1.06K+ 10.77% |
$103K - $113K
|
10.9K
$1.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.05K+ 2.49% |
$102K - $112K
|
43.3K
$4.5M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
1.05K+ 31.47% |
$101K - $112K
|
4.37K
$455K
|
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
1.04K+ 13.89% |
$101K - $111K
|
8.53K
$886K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.04K+ 51.93% |
$100K - $111K
|
3.03K
$315K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.03K+ 19.85% |
$99.5K - $110K
|
6.21K
$645K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.02K+ 22.28% |
$99.1K - $109K
|
5.61K
$584K
|
|
|
Feb 14, 2025
Q4 2024
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
1.02K+ 7.64% |
$98.9K - $109K
|
14.4K
$1.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.02K+ 16.15% |
$98.8K - $109K
|
7.33K
$762K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.02K+ 1.45% |
$98.3K - $108K
|
71K
$7.38M
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
1.01K+ 5.83% |
$97.8K - $108K
|
18.3K
$1.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Empire Life Investments Inc.
|
BUY
|
- |
1K+ 2.76% |
$96.8K - $107K
|
37.2K
$3.87M
|
|
|
Feb 11, 2025
Q4 2024
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
983+ 50.59% |
$95.2K - $105K
|
2.93K
$304K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
949New |
$91.9K - $101K
|
949
$98.6K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
938+ 24.04% |
$90.8K - $100K
|
4.84K
$503K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
902New |
$87.3K - $96.4K
|
902
$93.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
887+ 10.1% |
$85.9K - $94.8K
|
9.67K
$1M
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
886+ 7.57% |
$85.8K - $94.7K
|
12.6K
$1.31M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
880+ 271.6% |
$85.2K - $94.1K
|
1.2K
$125K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
876+ 6.17% |
$84.8K - $93.6K
|
15.1K
$1.57M
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
872+ 2.83% |
$84.4K - $93.2K
|
31.7K
$3.29M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
854+ 8.41% |
$82.7K - $91.3K
|
11K
$1.14M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
833+ 21.77% |
$80.7K - $89K
|
4.66K
$484K
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
826+ 36.31% |
$80K - $88.3K
|
3.1K
$322K
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
807+ 19.42% |
$78.1K - $86.3K
|
4.96K
$516K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
801+ 12.69% |
$77.6K - $85.6K
|
7.11K
$739K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
795+ 8.02% |
$77K - $85K
|
10.7K
$1.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
783+ 34.68% |
$75.8K - $83.7K
|
3.04K
$316K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
760+ 0.26% |
$73.6K - $81.2K
|
295K
$30.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
760+ 35.88% |
$73.6K - $81.2K
|
2.88K
$299K
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
757+ 10.19% |
$73.3K - $80.9K
|
8.18K
$851K
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
752+ 13.96% |
$72.8K - $80.4K
|
6.14K
$638K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
741+ 18.1% |
$71.8K - $79.2K
|
4.84K
$503K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
725+ 1.18% |
$70.2K - $77.5K
|
61.9K
$6.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
723+ 5.22% |
$70K - $77.3K
|
14.6K
$1.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
720New |
$69.7K - $77K
|
720
$74.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
717+ 3.31% |
$69.4K - $76.6K
|
22.4K
$2.33M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
709+ 9.52% |
$68.7K - $75.8K
|
8.15K
$848K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
708+ 27.12% |
$68.6K - $75.7K
|
3.32K
$345K
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
696New |
$67.4K - $74.4K
|
696
$72.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
693+ 3.21% |
$67.1K - $74.1K
|
22.3K
$2.32M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
691+ 170.2% |
$66.9K - $73.9K
|
1.1K
$114K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
659+ 2.07% |
$63.8K - $70.4K
|
32.4K
$3.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
658+ 1.81% |
$63.7K - $70.3K
|
37K
$3.85M
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
640+ 0.59% |
$62K - $68.4K
|
109K
$11.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
611+ 3.48% |
$59.2K - $65.3K
|
18.2K
$1.89M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
609+ 0.4% |
$59K - $65.1K
|
154K
$16M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
600+ 12.06% |
$58.1K - $64.1K
|
5.58K
$580K
|