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 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
74K+ 37.42% |
$7.19M - $7.86M
|
272K
$26.6M
|
|
|
Aug 15, 2024
Q2 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
73.4K+ 54.16% |
$7.14M - $7.8M
|
209K
$20.5M
|
|
|
Jul 23, 2024
Q2 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
71.8K+ 55.38% |
$6.98M - $7.63M
|
201K
$19.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
69.9KNew |
$6.79M - $7.43M
|
69.9K
$6.84M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
69K+ 21.84% |
$6.7M - $7.33M
|
385K
$37.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
68.4K+ 31.63% |
$6.65M - $7.27M
|
285K
$27.9M
|
|
|
Jul 17, 2024
Q2 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
68.2K+ 47.67% |
$6.63M - $7.25M
|
211K
$20.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
62.8K+ 126.46% |
$6.1M - $6.67M
|
112K
$11M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
62.6K+ 52.81% |
$6.08M - $6.65M
|
181K
$17.7M
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
59.3K+ 21.61% |
$5.77M - $6.3M
|
334K
$32.7M
|
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
57K+ 60.45% |
$5.54M - $6.06M
|
151K
$14.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
56.8KNew |
$5.52M - $6.03M
|
56.8K
$5.56M
|
|
|
Jul 23, 2024
Q2 2024
|
Keystone Financial Services
|
BUY
|
- |
54.6K+ 61.79% |
$5.31M - $5.8M
|
143K
$14M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
53.2K+ 49.82% |
$5.17M - $5.65M
|
160K
$15.7M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
53.1K+ 41.79% |
$5.16M - $5.64M
|
180K
$17.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
52.4K+ 73.9% |
$5.09M - $5.56M
|
123K
$12.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
52K+ 25.99% |
$5.06M - $5.53M
|
252K
$24.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
51.8K+ 50.27% |
$5.03M - $5.5M
|
155K
$15.2M
|
|
|
Aug 13, 2024
Q2 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
51.7K+ 46.52% |
$5.02M - $5.49M
|
163K
$15.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
47.6K+ 65.51% |
$4.62M - $5.06M
|
120K
$11.8M
|
|
|
Aug 01, 2024
Q2 2024
|
West Wealth Group, LLC
|
BUY
|
- |
46.9K+ 40.06% |
$4.56M - $4.99M
|
164K
$16.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
45.9K+ 4.76% |
$4.46M - $4.88M
|
1.01M
$98.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
45.1K+ 69.61% |
$4.38M - $4.79M
|
110K
$10.8M
|
|
|
Jul 24, 2024
Q2 2024
|
White Pine Investment CO
|
BUY
|
- |
42.2KNew |
$4.1M - $4.49M
|
42.2K
$4.13M
|
|
|
Jul 23, 2024
Q2 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
42.2K+ 51.76% |
$4.1M - $4.48M
|
124K
$12.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
40K+ 52.96% |
$3.89M - $4.25M
|
115K
$11.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
39.3K+ 57.37% |
$3.82M - $4.17M
|
108K
$10.6M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
39.1K+ 63.44% |
$3.79M - $4.15M
|
101K
$9.85M
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
39K+ 71.49% |
$3.79M - $4.15M
|
93.7K
$9.17M
|
|
|
Jul 30, 2024
Q2 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
38.4K+ 73.18% |
$3.73M - $4.08M
|
90.8K
$8.89M
|
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
38K+ 43.23% |
$3.69M - $4.03M
|
126K
$12.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
37.2K+ 33.26% |
$3.62M - $3.95M
|
149K
$14.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
35.3K+ 38.02% |
$3.43M - $3.75M
|
128K
$12.5M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
34.8K+ 52.72% |
$3.38M - $3.69M
|
101K
$9.86M
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
34.5K+ 91.15% |
$3.35M - $3.66M
|
72.3K
$7.08M
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
34.2K+ 56.4% |
$3.33M - $3.64M
|
95K
$9.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
34.1K+ 56.68% |
$3.32M - $3.63M
|
94.4K
$9.24M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
34K+ 64.6% |
$3.31M - $3.62M
|
86.7K
$8.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
32.6K+ 9.1% |
$3.17M - $3.46M
|
391K
$38.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
32.1K+ 153.13% |
$3.12M - $3.41M
|
53.1K
$5.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
32.1K+ 62.7% |
$3.12M - $3.41M
|
83.2K
$8.15M
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
31.4K+ 65.06% |
$3.05M - $3.34M
|
79.7K
$7.8M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
30.8K+ 52.04% |
$2.99M - $3.27M
|
89.9K
$8.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
30K+ 149.42% |
$2.92M - $3.19M
|
50.1K
$4.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
29.4K+ 62.43% |
$2.86M - $3.12M
|
76.5K
$7.48M
|
|
|
Jul 25, 2024
Q2 2024
|
Tnf LLC
|
BUY
|
- |
29.4K+ 29.26% |
$2.85M - $3.12M
|
130K
$12.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
28.9K+ 14.16% |
$2.81M - $3.07M
|
233K
$22.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
27.2K+ 46.08% |
$2.65M - $2.89M
|
86.3K
$8.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
26.9K+ 15.68% |
$2.61M - $2.86M
|
198K
$19.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
26.4KNew |
$2.56M - $2.8M
|
26.4K
$2.58M
|