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 31, 2024
Q2 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-36- 0.99% |
$3.5K - $3.83K
|
3.62K
$354K
|
|
Aug 13, 2024
Q2 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-39- 0.14% |
$3.79K - $4.14K
|
27.5K
$2.69M
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-41- 1.07% |
$3.98K - $4.36K
|
3.78K
$370K
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-49- 4.54% |
$4.76K - $5.21K
|
1.03K
$101K
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
SELL
|
- |
-50- 3.33% |
$4.86K - $5.31K
|
1.45K
$142K
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-59- 44.7% |
$5.73K - $6.27K
|
73
$7.15K
|
|
Aug 02, 2024
Q2 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-60- 0.85% |
$5.83K - $6.38K
|
6.98K
$683K
|
|
Aug 08, 2024
Q2 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-61- 1.14% |
$5.93K - $6.48K
|
5.3K
$519K
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-61- 5.16% |
$5.93K - $6.48K
|
1.12K
$110K
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-63- 63.64% |
$6.12K - $6.69K
|
36
$3.52K
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-68- 0.78% |
$6.61K - $7.23K
|
8.6K
$842K
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-72- 2.0% |
$7K - $7.65K
|
3.52K
$345K
|
|
Aug 05, 2024
Q2 2024
|
Ledyard National Bank
|
SELL
|
- |
-72- 1.92% |
$7K - $7.65K
|
3.69K
$361K
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-75- 13.2% |
$7.29K - $7.97K
|
493
$48.3K
|
|
Aug 01, 2024
Q2 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-80- 3.86% |
$7.77K - $8.5K
|
1.99K
$195K
|
|
Jul 26, 2024
Q2 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-86- 14.24% |
$8.36K - $9.14K
|
518
$50.7K
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
SELL
|
- |
-86- 0.61% |
$8.36K - $9.14K
|
13.9K
$1.36M
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-96- 4.01% |
$9.33K - $10.2K
|
2.3K
$225K
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-100- 2.63% |
$9.72K - $10.6K
|
3.7K
$362K
|
|
Aug 09, 2024
Q2 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-102- 4.58% |
$9.91K - $10.8K
|
2.13K
$208K
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
SELL
|
- |
-105- 0.16% |
$10.2K - $11.2K
|
67.1K
$6.57M
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-110- 1.1% |
$10.7K - $11.7K
|
9.92K
$971K
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-117- 0.95% |
$11.4K - $12.4K
|
12.3K
$1.2M
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-123- 0.44% |
$12K - $13.1K
|
27.5K
$2.7M
|
|
Jul 29, 2024
Q2 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-123- 0.7% |
$12K - $13.1K
|
17.4K
$1.71M
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-132- 3.63% |
$12.8K - $14K
|
3.51K
$343K
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-132- 7.74% |
$12.8K - $14K
|
1.57K
$154K
|
|
Jul 19, 2024
Q2 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-134- 5.45% |
$13K - $14.2K
|
2.32K
$227K
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-139- 1.4% |
$13.5K - $14.8K
|
9.77K
$956K
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-140- 32.04% |
$13.6K - $14.9K
|
297
$29.1K
|
|
Jul 25, 2024
Q2 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-148- 3.47% |
$14.4K - $15.7K
|
4.12K
$404K
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-150- 3.57% |
$14.6K - $15.9K
|
4.06K
$397K
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-159- 1.44% |
$15.5K - $16.9K
|
10.8K
$1.06M
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-161- 3.67% |
$15.6K - $17.1K
|
4.23K
$414K
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-162Closed |
$15.7K - $17.2K
|
0
$0
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
SELL
|
- |
-166- 3.22% |
$16.1K - $17.6K
|
4.99K
$489K
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-167- 1.07% |
$16.2K - $17.7K
|
15.5K
$1.52M
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-167- 0.4% |
$16.2K - $17.7K
|
42K
$4.11M
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-167- 6.28% |
$16.2K - $17.7K
|
2.49K
$244K
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-175- 6.87% |
$17K - $18.6K
|
2.37K
$232K
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-175- 0.96% |
$17K - $18.6K
|
18K
$1.76M
|
|
Aug 14, 2024
Q2 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-175- 33.52% |
$17K - $18.6K
|
347
$34K
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-210- 0.45% |
$20.4K - $22.3K
|
46.2K
$4.52M
|
|
Aug 05, 2024
Q2 2024
|
Regis Management CO LLC
|
SELL
|
- |
-215- 8.72% |
$20.9K - $22.8K
|
2.25K
$220K
|
|
Aug 05, 2024
Q2 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-216- 1.55% |
$21K - $23K
|
13.7K
$1.34M
|
|
Jul 12, 2024
Q2 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-247- 0.59% |
$24K - $26.2K
|
41.7K
$4.08M
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-250- 23.43% |
$24.3K - $26.6K
|
817
$80K
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-252- 7.69% |
$24.5K - $26.8K
|
3.03K
$296K
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-264- 0.39% |
$25.7K - $28.1K
|
67.6K
$6.62M
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-267- 0.89% |
$25.9K - $28.4K
|
29.6K
$2.9M
|