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
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.45KNew |
$721K - $796K
|
7.45K
$774K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
7.27K+ 3.97% |
$704K - $777K
|
191K
$19.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Washington Trust Bank
|
BUY
|
- |
7.18K+ 130.4% |
$695K - $767K
|
12.7K
$1.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
7.08K+ 8.87% |
$685K - $756K
|
86.9K
$9.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
7.07K+ 4.39% |
$685K - $756K
|
168K
$17.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
7.04K+ 8.9% |
$681K - $752K
|
86.1K
$8.95M
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
7.04K+ 24.76% |
$681K - $752K
|
35.5K
$3.69M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
7K+ 13.16% |
$678K - $748K
|
60.2K
$6.25M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
6.99K+ 7.95% |
$677K - $747K
|
94.9K
$9.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
6.95KNew |
$673K - $743K
|
6.95K
$722K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
6.89K+ 1.64% |
$667K - $737K
|
428K
$44.4M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
6.89K+ 18.48% |
$667K - $737K
|
44.2K
$4.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
6.81KNew |
$660K - $728K
|
6.81K
$708K
|
|
|
Jan 23, 2025
Q4 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
6.79K+ 23.35% |
$657K - $726K
|
35.9K
$3.73M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
6.66KNew |
$645K - $712K
|
6.66K
$692K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
6.6K+ 3.09% |
$639K - $705K
|
220K
$22.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
6.37K+ 38.05% |
$616K - $680K
|
23.1K
$2.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
6.35K+ 245.3% |
$614K - $678K
|
8.93K
$928K
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
6.35K+ 4.24% |
$614K - $678K
|
156K
$16.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
6.34K+ 141.88% |
$614K - $678K
|
10.8K
$1.12M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
6.32K+ 76.36% |
$612K - $676K
|
14.6K
$1.52M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
6.14K+ 30.8% |
$595K - $657K
|
26.1K
$2.71M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
6.13K+ 18.02% |
$593K - $655K
|
40.1K
$4.17M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
6.05K+ 21.11% |
$586K - $647K
|
34.7K
$3.61M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
6.03KNew |
$584K - $645K
|
6.03K
$627K
|
|
|
Feb 14, 2025
Q4 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
5.96K+ 44.45% |
$577K - $637K
|
19.4K
$2.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
5.91K+ 8.98% |
$572K - $632K
|
71.7K
$7.46M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
5.91KNew |
$572K - $631K
|
5.91K
$614K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
5.9K+ 12.01% |
$571K - $630K
|
55K
$5.72M
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
BUY
|
- |
5.81K+ 20.16% |
$563K - $621K
|
34.6K
$3.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
5.79K+ 36.43% |
$561K - $619K
|
21.7K
$2.25M
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
5.75KNew |
$557K - $615K
|
5.75K
$598K
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
BUY
|
- |
5.67K+ 16.87% |
$549K - $606K
|
39.3K
$4.08M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
5.65KNew |
$547K - $604K
|
5.65K
$587K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
5.65K+ 8.73% |
$547K - $604K
|
70.3K
$7.31M
|
|
|
Jan 13, 2025
Q4 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
5.6K+ 3.42% |
$542K - $598K
|
169K
$17.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
BUY
|
- |
5.59KNew |
$541K - $597K
|
5.59K
$581K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
5.49K+ 46.54% |
$532K - $587K
|
17.3K
$1.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
5.48K+ 12.19% |
$530K - $585K
|
50.4K
$5.24M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
5.48K+ 10.39% |
$530K - $585K
|
58.2K
$6.05M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5.47K+ 41.94% |
$529K - $584K
|
18.5K
$1.92M
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
5.42K+ 10.59% |
$524K - $579K
|
56.5K
$5.88M
|
|
|
Feb 12, 2025
Q4 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
5.39KNew |
$521K - $576K
|
5.39K
$560K
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
5.35KNew |
$518K - $572K
|
5.35K
$556K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
5.26K+ 14.51% |
$509K - $562K
|
41.5K
$4.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
5.23KNew |
$507K - $559K
|
5.23K
$544K
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
5.18KNew |
$502K - $554K
|
5.18K
$539K
|
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
5.08K+ 6.52% |
$492K - $543K
|
82.9K
$8.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
5.02K+ 15.28% |
$486K - $537K
|
37.9K
$3.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
5K+ 21.88% |
$484K - $534K
|
27.8K
$2.89M
|