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
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.42K- 8.44% |
$137K - $151K
|
15.4K
$1.58M
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-1.46K- 21.82% |
$141K - $156K
|
5.23K
$536K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.47K- 40.46% |
$143K - $158K
|
2.17K
$222K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1.5K- 55.11% |
$145K - $160K
|
1.22K
$125K
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.54K- 0.69% |
$149K - $165K
|
220K
$22.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-1.54K- 5.01% |
$149K - $165K
|
29.3K
$3M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.55K- 18.91% |
$150K - $166K
|
6.65K
$682K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-1.56K- 1.83% |
$151K - $166K
|
83.6K
$8.57M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.56K- 8.44% |
$151K - $167K
|
16.9K
$1.73M
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-1.6K- 2.14% |
$155K - $171K
|
72.9K
$7.47M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-1.65K- 13.91% |
$160K - $176K
|
10.2K
$1.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.67K- 5.24% |
$162K - $179K
|
30.3K
$3.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.7K- 40.93% |
$165K - $182K
|
2.46K
$252K
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.75K- 27.47% |
$169K - $187K
|
4.61K
$473K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-1.76K- 2.45% |
$170K - $188K
|
70.1K
$7.18M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.86K- 9.15% |
$180K - $198K
|
18.4K
$1.89M
|
|
|
Feb 06, 2025
Q4 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-1.87K- 28.69% |
$181K - $200K
|
4.64K
$476K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.94K- 0.76% |
$188K - $207K
|
252K
$25.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.99K- 9.94% |
$193K - $213K
|
18.1K
$1.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.01K- 0.83% |
$194K - $214K
|
240K
$24.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-2.01K- 46.28% |
$194K - $215K
|
2.33K
$239K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-2.21K- 6.63% |
$214K - $236K
|
31.1K
$3.19M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-2.31K- 4.11% |
$223K - $246K
|
53.7K
$5.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-2.35K- 19.89% |
$227K - $251K
|
9.46K
$969K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-2.4K- 97.72% |
$232K - $257K
|
56
$5.74K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.4K- 3.98% |
$233K - $257K
|
57.9K
$5.94M
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-2.71K- 31.14% |
$263K - $290K
|
6K
$615K
|
|
|
Feb 10, 2025
Q4 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-2.72K- 3.92% |
$263K - $290K
|
66.5K
$6.82M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.76K- 5.66% |
$268K - $295K
|
46K
$4.72M
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-3.09K- 37.9% |
$299K - $330K
|
5.06K
$519K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.21K- 39.47% |
$311K - $343K
|
4.92K
$504K
|
|
|
Feb 26, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
SELL
|
- |
-3.23K- 57.81% |
$313K - $345K
|
2.36K
$242K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-3.42K- 45.32% |
$331K - $365K
|
4.12K
$423K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-3.54K- 8.61% |
$343K - $378K
|
37.6K
$3.85M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.58K- 15.97% |
$346K - $382K
|
18.8K
$1.93M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-4.11K- 33.18% |
$398K - $440K
|
8.28K
$849K
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-4.42K- 42.71% |
$428K - $473K
|
5.93K
$608K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-4.5K- 17.22% |
$436K - $481K
|
21.6K
$2.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-4.55K- 22.23% |
$441K - $487K
|
15.9K
$1.63M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-4.64K- 12.2% |
$450K - $496K
|
33.4K
$3.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-4.72K- 44.56% |
$457K - $505K
|
5.88K
$603K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-4.73K- 21.32% |
$458K - $505K
|
17.4K
$1.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-4.95K- 6.04% |
$480K - $529K
|
77.1K
$7.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.01K- 5.8% |
$485K - $535K
|
81.3K
$8.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-5.5K- 4.88% |
$533K - $588K
|
107K
$11M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-5.58K- 8.12% |
$540K - $596K
|
63.1K
$6.47M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-5.88K- 8.89% |
$569K - $628K
|
60.2K
$6.18M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-6.63K- 26.1% |
$642K - $708K
|
18.8K
$1.92M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-7.12K- 2.59% |
$690K - $761K
|
268K
$27.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-7.32K- 19.36% |
$708K - $782K
|
30.5K
$3.12M
|