Purchases and Sales Made in Q2 2024 in Msci Eafe Growth ETF (EFG)
This table provides information about the institutional ownership of Msci Eafe Growth ETF (EFG) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.7M+ 57.38% |
$942M - $1.03B
|
26.6M
$2.6B
|
|
|
Aug 13, 2024
Q2 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
4.89M+ 6313.91% |
$475M - $520M
|
4.97M
$486M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.18M+ 49.46% |
$212M - $232M
|
6.6M
$646M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.42M+ 60.88% |
$138M - $150M
|
3.74M
$366M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.38M+ 70.73% |
$134M - $146M
|
3.32M
$325M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.31M+ 27.03% |
$127M - $139M
|
6.16M
$603M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
974K+ 54.3% |
$94.6M - $103M
|
2.77M
$271M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
965K+ 56.91% |
$93.8M - $103M
|
2.66M
$261M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
919K+ 24.38% |
$89.3M - $97.6M
|
4.69M
$459M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
919K+ 24.38% |
$89.3M - $97.6M
|
4.69M
$459M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
699K+ 106.11% |
$67.9M - $74.3M
|
1.36M
$133M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
697K+ 18.8% |
$67.8M - $74.1M
|
4.41M
$431M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
553K+ 58.73% |
$53.7M - $58.7M
|
1.49M
$146M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
549K+ 44.39% |
$53.3M - $58.3M
|
1.78M
$175M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
489K+ 46.21% |
$47.5M - $52M
|
1.55M
$152M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
455K+ 1941.86% |
$44.2M - $48.3M
|
478K
$46.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
426KNew |
$41.4M - $45.3M
|
426K
$41.7M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
393K+ 2164.46% |
$38.2M - $41.8M
|
411K
$40.3M
|
|
|
Aug 28, 2024
Q2 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
378KNew |
$36.7M - $40.1M
|
378K
$37M
|
|
|
Jul 24, 2024
Q2 2024
|
Jb Capital LLC
|
BUY
|
- |
343K+ 71.55% |
$33.4M - $36.5M
|
823K
$80.6M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
308K+ 88.07% |
$29.9M - $32.7M
|
658K
$64.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
303K+ 28.8% |
$29.4M - $32.2M
|
1.35M
$133M
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
302KNew |
$29.3M - $32.1M
|
302K
$29.5M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
281K+ 56.61% |
$27.3M - $29.9M
|
778K
$76.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
261K+ 61.4% |
$25.4M - $27.7M
|
686K
$67.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
220K+ 41.76% |
$21.4M - $23.4M
|
747K
$73.1M
|
|
|
Jul 10, 2024
Q2 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
219K+ 177.57% |
$21.3M - $23.3M
|
343K
$33.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
219K+ 36.75% |
$21.3M - $23.3M
|
815K
$79.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
175K+ 45.68% |
$17M - $18.6M
|
558K
$54.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
173K+ 482.52% |
$16.9M - $18.4M
|
209K
$20.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
162K+ 66.58% |
$15.8M - $17.3M
|
406K
$39.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
157K+ 48.79% |
$15.3M - $16.7M
|
480K
$46.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
149K+ 464.72% |
$14.5M - $15.8M
|
181K
$17.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
144K+ 13.03% |
$14M - $15.3M
|
1.25M
$122M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
142K+ 25.82% |
$13.8M - $15.1M
|
692K
$67.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
131K+ 60.77% |
$12.8M - $14M
|
348K
$34M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
127K+ 7.73% |
$12.4M - $13.5M
|
1.77M
$174M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
119K+ 45.8% |
$11.6M - $12.6M
|
379K
$37.1M
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
118K+ 95.46% |
$11.5M - $12.6M
|
242K
$23.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
117K+ 34.44% |
$11.4M - $12.5M
|
458K
$44.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
108KNew |
$10.5M - $11.5M
|
108K
$10.6M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
108K+ 31.9% |
$10.5M - $11.4M
|
445K
$43.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
86.9K+ 75.02% |
$8.45M - $9.24M
|
203K
$19.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
85.9K+ 40.67% |
$8.35M - $9.13M
|
297K
$29.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
85.1K+ 24.55% |
$8.27M - $9.04M
|
432K
$42.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
83.2K+ 197.59% |
$8.08M - $8.84M
|
125K
$12.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
81.9K+ 769.56% |
$7.96M - $8.7M
|
92.5K
$9.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
80.4K+ 65.14% |
$7.81M - $8.54M
|
204K
$19.9M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
77.5KNew |
$7.54M - $8.24M
|
77.5K
$7.59M
|
|
|
Jul 25, 2024
Q2 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
75.4K+ 73.32% |
$7.33M - $8.01M
|
178K
$17.4M
|