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 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-186- 0.83% |
$18K - $19.9K
|
22.2K
$2.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-194- 0.62% |
$18.8K - $20.7K
|
31.3K
$3.25M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-202- 6.53% |
$19.6K - $21.6K
|
2.89K
$300K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-215- 8.79% |
$20.8K - $23K
|
2.23K
$232K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-215- 3.12% |
$20.8K - $23K
|
6.67K
$693K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-225- 2.43% |
$21.8K - $24K
|
9.05K
$941K
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-235- 6.55% |
$22.8K - $25.1K
|
3.36K
$349K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-248- 2.16% |
$24K - $26.5K
|
11.2K
$1.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-250- 32.51% |
$24.2K - $26.7K
|
519
$53.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-252- 49.12% |
$24.4K - $26.9K
|
261
$27.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-253- 0.71% |
$24.5K - $27K
|
35.5K
$3.69M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-266- 15.91% |
$25.8K - $28.4K
|
1.41K
$146K
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-283- 6.42% |
$27.4K - $30.2K
|
4.13K
$429K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-284- 10.86% |
$27.5K - $30.4K
|
2.33K
$242K
|
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-290- 1.34% |
$28.1K - $31K
|
21.3K
$2.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-293- 7.05% |
$28.4K - $31.3K
|
3.86K
$402K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-300- 2.59% |
$29K - $32.1K
|
11.3K
$1.17M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-302- 8.18% |
$29.2K - $32.3K
|
3.39K
$352K
|
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
SELL
|
- |
-320- 7.65% |
$31K - $34.2K
|
3.87K
$402K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-341- 6.29% |
$33K - $36.4K
|
5.08K
$528K
|
|
|
Feb 14, 2025
Q4 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-345- 2.62% |
$33.4K - $36.9K
|
12.8K
$1.33M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-348- 11.95% |
$33.7K - $37.2K
|
2.56K
$266K
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
SELL
|
- |
-361- 12.08% |
$35K - $38.6K
|
2.63K
$273K
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-366- 8.93% |
$35.4K - $39.1K
|
3.73K
$388K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-382- 6.36% |
$37K - $40.8K
|
5.62K
$584K
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-383- 6.66% |
$37.1K - $40.9K
|
5.36K
$558K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-389- 50.39% |
$37.7K - $41.6K
|
383
$39.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-390- 12.06% |
$37.8K - $41.7K
|
2.84K
$296K
|
|
|
Feb 06, 2025
Q4 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-401- 9.03% |
$38.8K - $42.9K
|
4.04K
$420K
|
|
|
Feb 04, 2025
Q4 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-403- 14.74% |
$39K - $43.1K
|
2.33K
$242K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-424- 11.2% |
$41.1K - $45.3K
|
3.36K
$350K
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-450- 0.92% |
$43.6K - $48.1K
|
48.6K
$5.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-456- 11.71% |
$44.2K - $48.7K
|
3.44K
$357K
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-459- 59.77% |
$44.4K - $49.1K
|
309
$32.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-467- 14.64% |
$45.2K - $49.9K
|
2.72K
$283K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-479- 5.01% |
$46.4K - $51.2K
|
9.08K
$944K
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-480- 3.18% |
$46.5K - $51.3K
|
14.6K
$1.52M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
SELL
|
- |
-481- 15.26% |
$46.6K - $51.4K
|
2.67K
$278K
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-490- 1.03% |
$47.4K - $52.4K
|
47.1K
$4.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-496- 1.03% |
$48K - $53K
|
47.4K
$4.93M
|
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-535- 3.7% |
$51.8K - $57.2K
|
13.9K
$1.45M
|
|
|
Jan 16, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-536- 6.92% |
$51.9K - $57.3K
|
7.21K
$750K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-540- 2.35% |
$52.3K - $57.7K
|
22.4K
$2.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-551- 6.84% |
$53.4K - $58.9K
|
7.5K
$780K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-551- 0.68% |
$53.4K - $58.9K
|
81K
$8.42M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-562- 15.68% |
$54.4K - $60.1K
|
3.02K
$314K
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-567- 3.07% |
$54.9K - $60.6K
|
17.9K
$1.86M
|
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-573- 7.33% |
$55.5K - $61.2K
|
7.24K
$753K
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-575- 4.72% |
$55.7K - $61.5K
|
11.6K
$1.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-578- 6.26% |
$56K - $61.8K
|
8.66K
$900K
|