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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
25New |
$2.43K - $2.66K
|
25
$2.45K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
24+ 0.85% |
$2.33K - $2.55K
|
2.84K
$278K
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
21+ 0.73% |
$2.04K - $2.23K
|
2.9K
$284K
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
20+ 0.55% |
$1.94K - $2.13K
|
3.63K
$355K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
20+ 0.06% |
$1.94K - $2.13K
|
35.3K
$3.46M
|
|
|
Jul 16, 2024
Q2 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
19+ 0.86% |
$1.85K - $2.02K
|
2.23K
$219K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
15+ 0.91% |
$1.46K - $1.59K
|
1.66K
$163K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
14+ 0.11% |
$1.36K - $1.49K
|
12.5K
$1.22M
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
14+ 0.25% |
$1.36K - $1.49K
|
5.52K
$540K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
12+ 35.29% |
$1.17K - $1.28K
|
46
$4.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
8+ 0.1% |
$777 - $850
|
7.94K
$777K
|
|
|
Aug 12, 2024
Q2 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.04% |
$680 - $744
|
16.8K
$1.65M
|
|
|
Aug 13, 2024
Q2 2024
|
Staley Capital Advisers Inc
|
BUY
|
- |
6+ 0.0% |
$583 - $638
|
136K
$13.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
6New |
$583 - $638
|
6
$587
|
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
5+ 0.03% |
$486 - $531
|
18K
$1.76M
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
5New |
$486 - $531
|
5
$489
|
|
|
Aug 14, 2024
Q2 2024
|
Gould Capital, LLC
|
BUY
|
- |
5New |
$486 - $531
|
5
$489
|
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
5+ 0.07% |
$486 - $531
|
7K
$685K
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
BUY
|
- |
5+ 0.76% |
$486 - $531
|
666
$65.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
2+ 1.22% |
$194 - $213
|
166
$16.2K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2+ 0.12% |
$194 - $213
|
1.74K
$170K
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
2+ 0.04% |
$194 - $213
|
4.9K
$480K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
2New |
$194 - $213
|
2
$196
|
|
|
Jul 25, 2024
Q2 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
1+ 1.59% |
$97.2 - $106
|
64
$6.26K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1+ 0.31% |
$97.2 - $106
|
322
$31.5K
|
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$97.2 - $106
|
1
$97.9
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1+ 0.05% |
$97.2 - $106
|
2.22K
$217K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-2- 0.09% |
$194 - $213
|
2.16K
$211K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-5- 0.13% |
$486 - $531
|
3.85K
$377K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-5- 31.25% |
$486 - $531
|
11
$1.08K
|
|
|
Jul 22, 2024
Q2 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-6- 4.14% |
$583 - $638
|
139
$13.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
SELL
|
- |
-6- 1.62% |
$583 - $638
|
364
$35.6K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-8- 0.09% |
$777 - $850
|
8.45K
$827K
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-9- 0.44% |
$875 - $956
|
2.05K
$201K
|
|
|
Jul 11, 2024
Q2 2024
|
First Financial Corp
|
SELL
|
- |
-10- 0.45% |
$972 - $1.06K
|
2.19K
$214K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-11- 29.73% |
$1.07K - $1.17K
|
26
$2.55K
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-11- 0.21% |
$1.07K - $1.17K
|
5.27K
$516K
|
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-13- 0.15% |
$1.26K - $1.38K
|
8.72K
$854K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-17- 94.44% |
$1.65K - $1.81K
|
1
$97.9
|
|
|
Jul 19, 2024
Q2 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-22- 0.61% |
$2.14K - $2.34K
|
3.59K
$351K
|
|
|
Jul 26, 2024
Q2 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-23- 0.28% |
$2.23K - $2.44K
|
8.16K
$799K
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-26- 0.24% |
$2.53K - $2.76K
|
10.8K
$1.06M
|
|
|
Jul 18, 2024
Q2 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-27- 0.57% |
$2.62K - $2.87K
|
4.67K
$457K
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-28- 1.01% |
$2.72K - $2.98K
|
2.75K
$269K
|
|
|
Jul 25, 2024
Q2 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-29- 1.17% |
$2.82K - $3.08K
|
2.45K
$240K
|
|
|
Aug 05, 2024
Q2 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-29- 0.12% |
$2.82K - $3.08K
|
23.9K
$2.34M
|
|
|
Jul 30, 2024
Q2 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-30- 1.12% |
$2.92K - $3.19K
|
2.65K
$259K
|
|
|
Jul 12, 2024
Q2 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-30- 0.71% |
$2.92K - $3.19K
|
4.17K
$408K
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-35- 0.44% |
$3.4K - $3.72K
|
7.86K
$769K
|