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
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-1.17K- 2.51% |
$113K - $124K
|
45.2K
$4.42M
|
|
|
Jul 29, 2024
Q2 2024
|
Washington Trust Bank
|
SELL
|
- |
-1.18K- 17.64% |
$115K - $125K
|
5.51K
$539K
|
|
|
Jul 17, 2024
Q2 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-1.18K- 15.87% |
$115K - $126K
|
6.27K
$613K
|
|
|
Jul 22, 2024
Q2 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-1.19K- 0.57% |
$115K - $126K
|
205K
$20.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-1.2K- 10.19% |
$116K - $127K
|
10.6K
$1.03M
|
|
|
Aug 05, 2024
Q2 2024
|
Ma Private Wealth
|
SELL
|
- |
-1.22K- 0.53% |
$119K - $130K
|
230K
$22.5M
|
|
|
Jul 02, 2024
Q2 2024
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-1.26K- 2.6% |
$123K - $134K
|
47.4K
$4.64M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.27K- 18.56% |
$123K - $135K
|
5.56K
$545K
|
|
|
Aug 07, 2024
Q2 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-1.29K- 15.95% |
$125K - $137K
|
6.79K
$664K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-1.39K- 1.53% |
$135K - $148K
|
89.6K
$8.77M
|
|
|
Aug 13, 2024
Q2 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-1.54K- 6.2% |
$149K - $163K
|
23.2K
$2.27M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.56K- 18.74% |
$152K - $166K
|
6.77K
$663K
|
|
|
Aug 01, 2024
Q2 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-1.59K- 4.66% |
$155K - $169K
|
32.6K
$3.19M
|
|
|
Jul 29, 2024
Q2 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.59K- 6.23% |
$155K - $169K
|
24K
$2.35M
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-1.62K- 0.64% |
$157K - $172K
|
250K
$24.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.65K- 4.85% |
$160K - $175K
|
32.3K
$3.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-1.65K- 45.38% |
$160K - $175K
|
1.99K
$194K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.65K- 23.34% |
$161K - $176K
|
5.43K
$531K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.67K- 39.4% |
$162K - $177K
|
2.56K
$251K
|
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.67K- 2.89% |
$162K - $177K
|
56K
$5.49M
|
|
|
Jul 12, 2024
Q2 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-1.68K- 4.11% |
$163K - $178K
|
39.1K
$3.83M
|
|
|
Jul 18, 2024
Q2 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-1.69K- 26.26% |
$164K - $179K
|
4.74K
$464K
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-1.7K- 39.51% |
$165K - $181K
|
2.6K
$255K
|
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-1.74K- 4.87% |
$169K - $185K
|
34K
$3.32M
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
SELL
|
- |
-2.06K- 4.98% |
$200K - $218K
|
39.2K
$3.84M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.06K- 7.27% |
$200K - $219K
|
26.3K
$2.57M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.07K- 31.92% |
$201K - $220K
|
4.42K
$433K
|
|
|
Aug 08, 2024
Q2 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-2.07K- 4.44% |
$202K - $220K
|
44.7K
$4.37M
|
|
|
Aug 02, 2024
Q2 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-2.19K- 6.14% |
$213K - $232K
|
33.4K
$3.27M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2.22K- 47.53% |
$215K - $235K
|
2.45K
$239K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.28K- 34.05% |
$222K - $243K
|
4.42K
$433K
|
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-2.31K- 4.21% |
$225K - $246K
|
52.7K
$5.16M
|
|
|
Jul 24, 2024
Q2 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-2.35K- 6.31% |
$228K - $250K
|
34.9K
$3.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-2.4K- 10.43% |
$234K - $255K
|
20.6K
$2.02M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2.42K- 6.45% |
$235K - $257K
|
35.1K
$3.44M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.64K- 38.52% |
$256K - $280K
|
4.21K
$412K
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-2.68K- 3.11% |
$261K - $285K
|
83.6K
$8.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
SELL
|
- |
-2.89K- 20.65% |
$281K - $307K
|
11.1K
$1.09M
|
|
|
Oct 31, 2024
Q2 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
SELL
|
- |
-2.98KClosed |
$290K - $317K
|
0
$0
|
|
|
Jul 17, 2024
Q2 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-3.12K- 32.6% |
$303K - $331K
|
6.45K
$631K
|
|
|
Aug 09, 2024
Q2 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-3.17K- 3.63% |
$308K - $337K
|
84.1K
$8.24M
|
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-3.26K- 2.62% |
$317K - $347K
|
121K
$11.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-3.54K- 15.64% |
$344K - $376K
|
19.1K
$1.87M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.55K- 7.33% |
$345K - $377K
|
44.9K
$4.4M
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
SELL
|
- |
-3.69K- 4.0% |
$359K - $392K
|
88.5K
$8.66M
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3.77K- 2.19% |
$366K - $400K
|
168K
$16.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-3.88K- 12.03% |
$377K - $413K
|
28.4K
$2.78M
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-4.08K- 44.93% |
$396K - $434K
|
5K
$489K
|
|
|
Aug 13, 2024
Q2 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-4.28K- 35.03% |
$416K - $455K
|
7.95K
$778K
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-4.39K- 42.73% |
$427K - $467K
|
5.89K
$577K
|