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 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-4.46K- 62.52% |
$433K - $474K
|
2.67K
$262K
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-4.78K- 1.74% |
$464K - $508K
|
270K
$26.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-4.84K- 28.83% |
$470K - $514K
|
11.9K
$1.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-4.99K- 6.18% |
$485K - $530K
|
75.7K
$7.41M
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-5.1K- 3.42% |
$495K - $541K
|
144K
$14.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-5.15K- 3.65% |
$501K - $548K
|
136K
$13.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-5.46K- 16.27% |
$530K - $580K
|
28.1K
$2.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-5.47K- 69.38% |
$531K - $581K
|
2.41K
$236K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-5.6K- 4.09% |
$544K - $595K
|
131K
$12.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-6.24K- 8.13% |
$606K - $663K
|
70.5K
$6.9M
|
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-6.26K- 15.45% |
$608K - $665K
|
34.3K
$3.36M
|
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-6.55K- 9.03% |
$637K - $696K
|
66K
$6.46M
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-7.56K- 11.54% |
$734K - $803K
|
57.9K
$5.67M
|
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-9.2K- 42.46% |
$894K - $978K
|
12.5K
$1.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-9.37K- 8.03% |
$910K - $995K
|
107K
$10.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-9.47K- 2.21% |
$920K - $1.01M
|
419K
$41M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-12.1K- 4.1% |
$1.18M - $1.29M
|
283K
$27.7M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-12.5K- 3.86% |
$1.21M - $1.33M
|
311K
$30.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-12.9K- 44.55% |
$1.26M - $1.37M
|
16.1K
$1.57M
|
|
|
Sep 26, 2024
Q2 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
SELL
|
- |
-13.4KClosed |
$1.3M - $1.42M
|
0
$0
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-14.6K- 10.24% |
$1.42M - $1.55M
|
128K
$12.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-16.7K- 6.72% |
$1.62M - $1.78M
|
232K
$22.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-18.2K- 7.07% |
$1.77M - $1.93M
|
239K
$23.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-18.7K- 21.73% |
$1.81M - $1.98M
|
67.2K
$6.58M
|
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-20.8K- 23.22% |
$2.02M - $2.21M
|
68.9K
$6.75M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-21.4K- 29.51% |
$2.08M - $2.27M
|
51K
$5M
|
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-24.4K- 20.32% |
$2.37M - $2.59M
|
95.7K
$9.37M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-24.9K- 55.38% |
$2.42M - $2.65M
|
20.1K
$1.97M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-25.2K- 1.87% |
$2.45M - $2.68M
|
1.32M
$130M
|
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-26.1K- 92.13% |
$2.53M - $2.77M
|
2.23K
$218K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-29.5K- 48.51% |
$2.86M - $3.13M
|
31.3K
$3.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-31.9K- 16.13% |
$3.1M - $3.39M
|
166K
$16.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-32.2K- 14.97% |
$3.13M - $3.42M
|
183K
$17.9M
|
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
SELL
|
- |
-32.9K- 13.14% |
$3.2M - $3.5M
|
218K
$21.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-40.9K- 54.01% |
$3.97M - $4.34M
|
34.8K
$3.41M
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-42.6K- 5.09% |
$4.14M - $4.52M
|
793K
$77.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-44.1K- 15.11% |
$4.28M - $4.68M
|
248K
$24.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-44.2K- 95.15% |
$4.3M - $4.7M
|
2.25K
$221K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-51.4K- 17.38% |
$5M - $5.47M
|
245K
$23.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-62.2K- 4.78% |
$6.04M - $6.61M
|
1.24M
$121M
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-67.6K- 61.14% |
$6.57M - $7.18M
|
43K
$4.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-131K- 88.84% |
$12.7M - $13.9M
|
16.4K
$1.61M
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-131K- 62.87% |
$12.8M - $14M
|
77.6K
$7.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-134K- 1.76% |
$13M - $14.2M
|
7.47M
$732M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-136K- 87.42% |
$13.3M - $14.5M
|
19.6K
$1.92M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-189K- 96.79% |
$18.3M - $20M
|
6.25K
$612K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-243K- 49.08% |
$23.6M - $25.8M
|
252K
$24.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.63M- 99.73% |
$159M - $174M
|
4.38K
$428K
|