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 05, 2024
Q2 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
4.14K+ 70.61% |
$402K - $440K
|
10K
$979K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
4.13K+ 4.06% |
$401K - $438K
|
106K
$10.3M
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.08K+ 50.1% |
$396K - $434K
|
12.2K
$1.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
4K+ 7.6% |
$388K - $425K
|
56.6K
$5.54M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.95K+ 5.3% |
$384K - $420K
|
78.6K
$7.69M
|
|
|
Jul 12, 2024
Q2 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
3.94K+ 35.9% |
$383K - $418K
|
14.9K
$1.46M
|
|
|
Jul 25, 2024
Q2 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
3.9K+ 5.86% |
$379K - $414K
|
70.5K
$6.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3.82K+ 61.5% |
$371K - $405K
|
10K
$981K
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
3.81K+ 92.9% |
$370K - $404K
|
7.91K
$774K
|
|
|
Jul 12, 2024
Q2 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
3.73K+ 2.52% |
$362K - $396K
|
151K
$14.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
3.73K+ 158.42% |
$362K - $396K
|
6.08K
$595K
|
|
|
Jul 17, 2024
Q2 2024
|
Moneywise, Inc.
|
BUY
|
- |
3.72K+ 110.39% |
$361K - $395K
|
7.09K
$694K
|
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
3.69KNew |
$358K - $392K
|
3.69K
$361K
|
|
|
Jul 19, 2024
Q2 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
3.48K+ 7.23% |
$338K - $369K
|
51.6K
$5.05M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.47K+ 60.45% |
$337K - $368K
|
9.2K
$901K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.44K+ 14.18% |
$334K - $366K
|
27.7K
$2.71M
|
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
3.43K+ 2744.0% |
$333K - $364K
|
3.56K
$348K
|
|
|
Aug 12, 2024
Q2 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
3.4K+ 7.8% |
$331K - $361K
|
47K
$4.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
3.4K+ 16.29% |
$330K - $361K
|
24.2K
$2.37M
|
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
3.32KNew |
$322K - $353K
|
3.32K
$325K
|
|
|
Jul 19, 2024
Q2 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
3.3K+ 28.52% |
$320K - $350K
|
14.9K
$1.45M
|
|
|
Jul 25, 2024
Q2 2024
|
Addison Capital CO
|
BUY
|
- |
3.26K+ 62.77% |
$317K - $347K
|
8.46K
$828K
|
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
3.22K+ 6.77% |
$313K - $343K
|
50.8K
$4.97M
|
|
|
Aug 01, 2024
Q2 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
3.18K+ 38.56% |
$309K - $337K
|
11.4K
$1.12M
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
3.12K+ 142.14% |
$303K - $332K
|
5.32K
$520K
|
|
|
Aug 01, 2024
Q2 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
3.12K+ 19.63% |
$303K - $331K
|
19K
$1.86M
|
|
|
Jul 30, 2024
Q2 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
3.07KNew |
$298K - $326K
|
3.07K
$301K
|
|
|
Aug 01, 2024
Q2 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
3.03KNew |
$294K - $322K
|
3.03K
$296K
|
|
|
Aug 14, 2024
Q2 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
2.96K+ 21.21% |
$288K - $314K
|
16.9K
$1.66M
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2.88K+ 92.61% |
$280K - $306K
|
5.99K
$587K
|
|
|
Jul 30, 2024
Q2 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
2.86KNew |
$278K - $304K
|
2.86K
$280K
|
|
|
Jul 12, 2024
Q2 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
2.82KNew |
$274K - $300K
|
2.82K
$276K
|
|
|
Aug 26, 2024
Q2 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
2.81K+ 6.07% |
$273K - $299K
|
49.2K
$4.81M
|
|
|
Jul 12, 2024
Q2 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
2.79K+ 55.19% |
$271K - $296K
|
7.84K
$767K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.76K+ 84.79% |
$268K - $293K
|
6.01K
$589K
|
|
|
Aug 01, 2024
Q2 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
2.75K+ 8.8% |
$267K - $292K
|
34K
$3.33M
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
2.74KNew |
$266K - $291K
|
2.74K
$268K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
2.71KNew |
$264K - $288K
|
2.71K
$266K
|
|
|
Jul 30, 2024
Q2 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
2.71KNew |
$263K - $288K
|
2.71K
$265K
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
2.65KNew |
$258K - $282K
|
2.65K
$260K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.65K+ 108.62% |
$257K - $281K
|
5.08K
$498K
|
|
|
Jul 12, 2024
Q2 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
2.64KNew |
$257K - $281K
|
2.64K
$259K
|
|
|
Aug 14, 2024
Q2 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.55K+ 49.52% |
$248K - $271K
|
7.7K
$753K
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
2.54KNew |
$247K - $270K
|
2.54K
$248K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2.46KNew |
$239K - $261K
|
2.46K
$240K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Life Advisors
|
BUY
|
- |
2.45K+ 2.69% |
$238K - $261K
|
93.7K
$9.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.39K+ 64.37% |
$232K - $254K
|
6.11K
$598K
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.37KNew |
$231K - $252K
|
2.37K
$232K
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
2.36K+ 31.52% |
$229K - $251K
|
9.85K
$964K
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
2.36KNew |
$229K - $250K
|
2.36K
$231K
|