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 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-273- 6.69% |
$26.5K - $29K
|
3.81K
$373K
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-275- 4.1% |
$26.7K - $29.2K
|
6.44K
$630K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-280- 11.98% |
$27.2K - $29.8K
|
2.06K
$201K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-282- 8.27% |
$27.4K - $30K
|
3.13K
$306K
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-319- 2.22% |
$31K - $33.9K
|
14K
$1.37M
|
|
|
Jul 25, 2024
Q2 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-320- 0.68% |
$31.1K - $34K
|
46.9K
$4.6M
|
|
|
Jul 02, 2024
Q2 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-322- 9.27% |
$31.3K - $34.2K
|
3.15K
$308K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-326- 14.13% |
$31.7K - $34.6K
|
1.98K
$194K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-363- 4.34% |
$35.3K - $38.6K
|
8.01K
$784K
|
|
|
Aug 06, 2024
Q2 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-365- 5.03% |
$35.5K - $38.8K
|
6.89K
$674K
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
SELL
|
- |
-368- 11.27% |
$35.8K - $39.1K
|
2.9K
$284K
|
|
|
Nov 01, 2024
Q2 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-403- 7.49% |
$39.2K - $42.8K
|
4.98K
$487K
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-425- 14.36% |
$41.3K - $45.2K
|
2.54K
$248K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-436- 9.41% |
$42.4K - $46.3K
|
4.2K
$411K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-439- 2.28% |
$42.7K - $46.6K
|
18.8K
$1.84M
|
|
|
Aug 07, 2024
Q2 2024
|
Lansing Street Advisors
|
SELL
|
- |
-451- 1.39% |
$43.8K - $47.9K
|
32.1K
$3.14M
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-487- 4.45% |
$47.3K - $51.7K
|
10.5K
$1.02M
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-508- 2.05% |
$49.4K - $54K
|
24.2K
$2.37M
|
|
|
Jul 24, 2024
Q2 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-540- 2.96% |
$52.5K - $57.4K
|
17.7K
$1.73M
|
|
|
Aug 12, 2024
Q2 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-550- 9.83% |
$53.4K - $58.4K
|
5.05K
$494K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-558- 15.17% |
$54.2K - $59.3K
|
3.12K
$306K
|
|
|
Nov 04, 2024
Q2 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-567- 7.32% |
$55.1K - $60.2K
|
7.18K
$703K
|
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
SELL
|
- |
-576- 14.81% |
$56K - $61.2K
|
3.31K
$324K
|
|
|
Aug 14, 2024
Q2 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-601- 20.57% |
$58.4K - $63.9K
|
2.32K
$227K
|
|
|
Aug 07, 2024
Q2 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-649- 3.25% |
$63.1K - $69K
|
19.3K
$1.89M
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-656- 4.52% |
$63.7K - $69.7K
|
13.9K
$1.36M
|
|
|
Jul 15, 2024
Q2 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-662- 23.38% |
$64.3K - $70.3K
|
2.17K
$212K
|
|
|
Jul 31, 2024
Q2 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-676- 6.32% |
$65.7K - $71.8K
|
10K
$980K
|
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-688- 10.43% |
$66.9K - $73.1K
|
5.91K
$578K
|
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-719- 0.9% |
$69.9K - $76.4K
|
78.9K
$7.72M
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-724- 1.73% |
$70.4K - $76.9K
|
41K
$4.02M
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-731- 7.0% |
$71K - $77.7K
|
9.71K
$951K
|
|
|
Jul 30, 2024
Q2 2024
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-735- 15.96% |
$71.4K - $78.1K
|
3.87K
$379K
|
|
|
Aug 14, 2024
Q2 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-736- 16.03% |
$71.5K - $78.2K
|
3.85K
$377K
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-747- 18.55% |
$72.6K - $79.4K
|
3.28K
$321K
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-763- 6.44% |
$74.1K - $81.1K
|
11.1K
$1.09M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-775- 11.83% |
$75.3K - $82.3K
|
5.78K
$565K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-778- 18.32% |
$75.6K - $82.7K
|
3.47K
$339K
|
|
|
Jul 17, 2024
Q2 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-844- 5.84% |
$82K - $89.7K
|
13.6K
$1.33M
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-899- 8.13% |
$87.4K - $95.5K
|
10.2K
$994K
|
|
|
Jul 30, 2024
Q2 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-920- 19.73% |
$89.4K - $97.8K
|
3.74K
$367K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-954- 10.96% |
$92.7K - $101K
|
7.75K
$758K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-964- 30.13% |
$93.7K - $102K
|
2.24K
$219K
|
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-982- 16.12% |
$95.4K - $104K
|
5.11K
$500K
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-985- 10.96% |
$95.7K - $105K
|
8K
$783K
|
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-991- 2.13% |
$96.3K - $105K
|
45.5K
$4.45M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-995- 11.53% |
$96.7K - $106K
|
7.63K
$747K
|
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1K- 8.33% |
$97.2K - $106K
|
11K
$1.08M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.02K- 4.69% |
$99.2K - $108K
|
20.8K
$2.03M
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-1.05K- 10.65% |
$102K - $111K
|
8.77K
$858K
|