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
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
7.86K+ 61.7% |
$763K - $835K
|
20.6K
$1.99M
|
|
|
Aug 13, 2024
Q2 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
7.76K+ 104.23% |
$754K - $824K
|
15.2K
$1.47M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
7.71K+ 41.34% |
$749K - $819K
|
26.3K
$2.55M
|
|
|
Jul 31, 2024
Q2 2024
|
Strategic Equity Management
|
BUY
|
- |
7.6K+ 159.71% |
$739K - $808K
|
12.4K
$1.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
7.54K+ 30.46% |
$733K - $801K
|
32.3K
$3.12M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.49K+ 3.57% |
$728K - $796K
|
217K
$21M
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
7.47K+ 33.16% |
$726K - $793K
|
30K
$2.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.4K+ 61.01% |
$719K - $786K
|
19.5K
$1.89M
|
|
|
Aug 12, 2024
Q2 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
7.14K+ 41.64% |
$694K - $759K
|
24.3K
$2.35M
|
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
7.13K+ 55.3% |
$693K - $757K
|
20K
$1.94M
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
7.05K+ 163.98% |
$685K - $749K
|
11.4K
$1.1M
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
BUY
|
- |
6.95KNew |
$676K - $739K
|
6.95K
$672K
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.82K+ 15.45% |
$663K - $724K
|
51K
$4.93M
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
6.77K+ 9.45% |
$657K - $719K
|
78.3K
$7.58M
|
|
|
Aug 01, 2024
Q2 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
6.76K+ 76.11% |
$657K - $718K
|
15.6K
$1.51M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.76K+ 15.72% |
$656K - $718K
|
49.7K
$4.81M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
6.7K+ 39.13% |
$651K - $711K
|
23.8K
$2.3M
|
|
|
Jul 11, 2024
Q2 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
6.6K+ 12.84% |
$642K - $701K
|
58K
$5.61M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
6.57K+ 11.24% |
$639K - $698K
|
65.1K
$6.29M
|
|
|
Aug 09, 2024
Q2 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
6.51K+ 35.39% |
$633K - $692K
|
24.9K
$2.41M
|
|
|
Aug 12, 2024
Q2 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
6.44KNew |
$626K - $684K
|
6.44K
$623K
|
|
|
Jul 18, 2024
Q2 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
6.39K+ 60.01% |
$621K - $679K
|
17K
$1.65M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.32KNew |
$615K - $672K
|
6.32K
$612K
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
6.05K+ 8.0% |
$588K - $643K
|
81.7K
$7.9M
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
6.05K+ 26.14% |
$588K - $643K
|
29.2K
$2.82M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.05K+ 55.67% |
$588K - $643K
|
16.9K
$1.64M
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
6K+ 132.71% |
$583K - $638K
|
10.5K
$1.02M
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5.94KNew |
$577K - $631K
|
5.94K
$574K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
5.91K+ 8.96% |
$574K - $627K
|
71.8K
$6.94M
|
|
|
Jul 19, 2024
Q2 2024
|
Fulcrum Equity Management
|
BUY
|
- |
5.87KNew |
$570K - $623K
|
5.87K
$567K
|
|
|
Aug 14, 2024
Q2 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
5.84K+ 39.29% |
$568K - $621K
|
20.7K
$2M
|
|
|
Aug 07, 2024
Q2 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
5.53K+ 11.84% |
$538K - $588K
|
52.3K
$5.05M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.43K+ 16.02% |
$527K - $576K
|
39.3K
$3.8M
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
5.31K+ 81.66% |
$516K - $564K
|
11.8K
$1.14M
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
BUY
|
- |
5.25K+ 42.89% |
$510K - $558K
|
17.5K
$1.69M
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
5.02K+ 55.21% |
$488K - $533K
|
14.1K
$1.36M
|
|
|
Jul 19, 2024
Q2 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
5K+ 26.24% |
$485K - $531K
|
24K
$2.32M
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
4.87K+ 68.13% |
$473K - $517K
|
12K
$1.16M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.74K+ 33.33% |
$461K - $504K
|
19K
$1.84M
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
4.74K+ 1.73% |
$460K - $504K
|
278K
$26.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.7K+ 7.4% |
$457K - $500K
|
68.3K
$6.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
4.68K+ 38.95% |
$455K - $498K
|
16.7K
$1.62M
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
BUY
|
- |
4.64K+ 84.57% |
$451K - $493K
|
10.1K
$980K
|
|
|
Jul 17, 2024
Q2 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
4.56K+ 107.72% |
$443K - $485K
|
8.8K
$851K
|
|
|
Jul 12, 2024
Q2 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
4.52K+ 26.29% |
$440K - $481K
|
21.7K
$2.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
4.47KNew |
$434K - $475K
|
4.47K
$432K
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.34KNew |
$421K - $461K
|
4.34K
$419K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
4.31K+ 57.67% |
$419K - $458K
|
11.8K
$1.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.25K+ 77.28% |
$412K - $451K
|
9.74K
$942K
|
|
|
Aug 09, 2024
Q2 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
4.23K+ 70.42% |
$411K - $450K
|
10.2K
$991K
|