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 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.32K+ 108.93% |
$225K - $246K
|
4.44K
$435K
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.29KNew |
$222K - $243K
|
2.29K
$224K
|
|
|
Jul 10, 2024
Q2 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
2.28K+ 7.98% |
$221K - $242K
|
30.8K
$3.01M
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.17KNew |
$210K - $230K
|
2.17K
$212K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.09KNew |
$203K - $222K
|
2.09K
$204K
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.08K+ 45.2% |
$202K - $221K
|
6.68K
$654K
|
|
|
Jul 17, 2024
Q2 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
2.05K+ 128.8% |
$199K - $218K
|
3.65K
$357K
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
2.05KNew |
$199K - $217K
|
2.05K
$200K
|
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
2.04KNew |
$198K - $216K
|
2.04K
$199K
|
|
|
Jul 23, 2024
Q2 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
2.02KNew |
$196K - $215K
|
2.02K
$198K
|
|
|
Jul 31, 2024
Q2 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
2K+ 62.63% |
$194K - $212K
|
5.19K
$508K
|
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
1.99K+ 11.04% |
$194K - $212K
|
20.1K
$1.96M
|
|
|
Jul 18, 2024
Q2 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
1.99KNew |
$194K - $212K
|
1.99K
$195K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.99K+ 57.46% |
$193K - $211K
|
5.45K
$533K
|
|
|
Jul 23, 2024
Q2 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
1.94K+ 0.56% |
$189K - $206K
|
346K
$33.9M
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
1.89K+ 14.52% |
$184K - $201K
|
14.9K
$1.46M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.88K+ 41.13% |
$183K - $200K
|
6.47K
$633K
|
|
|
Jul 30, 2024
Q2 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
1.88K+ 4.89% |
$183K - $200K
|
40.4K
$3.95M
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.87K+ 26.14% |
$182K - $199K
|
9.03K
$884K
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.84K+ 55.26% |
$179K - $195K
|
5.16K
$505K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.83K+ 0.35% |
$178K - $194K
|
521K
$51M
|
|
|
Jul 17, 2024
Q2 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
1.8K+ 4.42% |
$175K - $191K
|
42.4K
$4.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.79K+ 18.46% |
$174K - $190K
|
11.5K
$1.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.78K+ 27.39% |
$173K - $189K
|
8.29K
$812K
|
|
|
Aug 07, 2024
Q2 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
1.76K+ 46.96% |
$171K - $187K
|
5.51K
$539K
|
|
|
Aug 06, 2024
Q2 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
1.74K+ 4.37% |
$169K - $185K
|
41.5K
$4.06M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.73K+ 9.89% |
$168K - $184K
|
19.2K
$1.88M
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.71K+ 48.97% |
$166K - $181K
|
5.19K
$508K
|
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.64K+ 30.97% |
$159K - $174K
|
6.94K
$679K
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.59K+ 40.42% |
$155K - $169K
|
5.53K
$542K
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.56K+ 6.7% |
$152K - $166K
|
24.9K
$2.43M
|
|
|
Aug 01, 2024
Q2 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.51K+ 27.82% |
$147K - $160K
|
6.93K
$679K
|
|
|
Aug 02, 2024
Q2 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
1.5K+ 2.14% |
$146K - $159K
|
71.6K
$7.01M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.49K+ 61.1% |
$145K - $159K
|
3.94K
$386K
|
|
|
Jul 26, 2024
Q2 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1.49K+ 1.03% |
$144K - $158K
|
146K
$14.3M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.45K+ 0.26% |
$141K - $154K
|
556K
$54.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.45K+ 56.63% |
$141K - $154K
|
4.01K
$392K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.42K+ 9.32% |
$138K - $151K
|
16.6K
$1.63M
|
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.42K+ 3.16% |
$138K - $150K
|
46.2K
$4.52M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
1.41K+ 52.41% |
$137K - $150K
|
4.11K
$402K
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.41K+ 971.03% |
$137K - $150K
|
1.55K
$152K
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
1.4K+ 48.0% |
$136K - $149K
|
4.33K
$423K
|
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
BUY
|
- |
1.37K+ 4.97% |
$133K - $146K
|
29K
$2.84M
|
|
|
Jul 18, 2024
Q2 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.36K+ 41.2% |
$132K - $145K
|
4.67K
$457K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1.36K+ 42.27% |
$132K - $145K
|
4.58K
$449K
|
|
|
Aug 13, 2024
Q2 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
1.34K+ 6.23% |
$130K - $142K
|
22.9K
$2.24M
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
1.32K+ 57.1% |
$128K - $140K
|
3.62K
$354K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.3K+ 1.17% |
$126K - $138K
|
113K
$11M
|
|
|
Jul 17, 2024
Q2 2024
|
First Citizens Financial Corp
|
BUY
|
- |
1.3K+ 19.24% |
$126K - $138K
|
8.05K
$788K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
1.3K+ 13.53% |
$126K - $138K
|
10.9K
$1.07M
|