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
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
13.1K+ 31.94% |
$1.28M - $1.4M
|
54.3K
$5.32M
|
|
|
Jul 25, 2024
Q2 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
13K+ 36.32% |
$1.27M - $1.39M
|
49K
$4.79M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
13K+ 42.58% |
$1.27M - $1.39M
|
43.7K
$4.27M
|
|
|
Aug 02, 2024
Q2 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
12.7K+ 22.99% |
$1.24M - $1.35M
|
68.1K
$6.67M
|
|
|
Aug 07, 2024
Q2 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
12.5K+ 77.61% |
$1.21M - $1.32M
|
28.5K
$2.79M
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
12.3KNew |
$1.19M - $1.3M
|
12.3K
$1.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
12.1K+ 125.45% |
$1.18M - $1.29M
|
21.8K
$2.13M
|
|
|
Jul 31, 2024
Q2 2024
|
Empire Life Investments Inc.
|
BUY
|
- |
12.1K+ 43.31% |
$1.18M - $1.29M
|
40K
$3.92M
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
12K+ 105.08% |
$1.17M - $1.28M
|
23.5K
$2.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
12K+ 78.27% |
$1.16M - $1.27M
|
27.3K
$2.67M
|
|
|
Aug 06, 2024
Q2 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
12K+ 40.09% |
$1.16M - $1.27M
|
41.8K
$4.09M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
11.9K+ 24.14% |
$1.16M - $1.27M
|
61.4K
$6.01M
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
11.8K+ 17.29% |
$1.15M - $1.26M
|
80.2K
$7.85M
|
|
|
Aug 06, 2024
Q2 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
11.8K+ 20.89% |
$1.15M - $1.25M
|
68.4K
$6.69M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
11.7K+ 220.4% |
$1.13M - $1.24M
|
17K
$1.66M
|
|
|
Aug 09, 2024
Q2 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
11.6KNew |
$1.13M - $1.23M
|
11.6K
$1.14M
|
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
BUY
|
- |
11.5K+ 46.6% |
$1.12M - $1.22M
|
36.1K
$3.54M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
11.1K+ 8.37% |
$1.07M - $1.18M
|
143K
$14M
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
10.9KNew |
$1.06M - $1.16M
|
10.9K
$1.07M
|
|
|
Jul 12, 2024
Q2 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
10.8K+ 47.13% |
$1.05M - $1.15M
|
33.8K
$3.31M
|
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
10.7K+ 3.95% |
$1.04M - $1.13M
|
281K
$27.5M
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
10.6K+ 2.8% |
$1.03M - $1.12M
|
387K
$37.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
10.5KNew |
$1.02M - $1.11M
|
10.5K
$1.02M
|
|
|
Aug 12, 2024
Q2 2024
|
First American Trust, Fsb
|
BUY
|
- |
10.4K+ 74.27% |
$1.01M - $1.11M
|
24.4K
$2.39M
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
10.4K+ 64.46% |
$1.01M - $1.1M
|
26.4K
$2.59M
|
|
|
Aug 13, 2024
Q2 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
10.3KNew |
$998K - $1.09M
|
10.3K
$1.01M
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
9.91K+ 81.02% |
$963K - $1.05M
|
22.1K
$2.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
9.72K+ 47.75% |
$944K - $1.03M
|
30.1K
$2.94M
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
9.69K+ 218.36% |
$942K - $1.03M
|
14.1K
$1.38M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
9.48K+ 50.72% |
$921K - $1.01M
|
28.2K
$2.76M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
9.47K+ 17.3% |
$920K - $1.01M
|
64.2K
$6.28M
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
9.44K+ 264.34% |
$917K - $1M
|
13K
$1.27M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
9.37K+ 41.77% |
$911K - $996K
|
31.8K
$3.11M
|
|
|
Aug 12, 2024
Q2 2024
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
9.17K+ 63.41% |
$891K - $974K
|
23.6K
$2.31M
|
|
|
Aug 07, 2024
Q2 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
9.14KNew |
$888K - $971K
|
9.14K
$895K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
9.05K+ 11.17% |
$879K - $962K
|
90.1K
$8.82M
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
8.89K+ 101.74% |
$864K - $945K
|
17.6K
$1.73M
|
|
|
Jul 23, 2024
Q2 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
8.83K+ 2.16% |
$858K - $938K
|
418K
$41M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.43K+ 260.52% |
$819K - $896K
|
11.7K
$1.14M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8.15K+ 27.99% |
$791K - $865K
|
37.2K
$3.65M
|
|
|
Aug 05, 2024
Q2 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
8.13KNew |
$790K - $864K
|
8.13K
$796K
|
|
|
Aug 12, 2024
Q2 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
8.06KNew |
$783K - $856K
|
8.06K
$789K
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
7.98K+ 11.67% |
$776K - $848K
|
76.4K
$7.48M
|
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
BUY
|
- |
7.97K+ 18.26% |
$774K - $847K
|
51.6K
$5.05M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
7.93K+ 296.82% |
$771K - $843K
|
10.6K
$1.04M
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
7.9K+ 93.96% |
$767K - $839K
|
16.3K
$1.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
7.89K+ 52.69% |
$766K - $838K
|
22.9K
$2.24M
|
|
|
Aug 05, 2024
Q2 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
7.88K+ 63.14% |
$765K - $837K
|
20.4K
$1.99M
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
7.87K+ 20.39% |
$765K - $836K
|
46.5K
$4.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
7.86K+ 61.7% |
$763K - $835K
|
20.6K
$2.02M
|