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
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.3K+ 6.67% |
$126K - $138K
|
20.7K
$2.03M
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.28K+ 35.29% |
$125K - $136K
|
4.92K
$482K
|
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.27K+ 10.09% |
$123K - $135K
|
13.8K
$1.35M
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
1.23K+ 15.21% |
$119K - $130K
|
9.29K
$910K
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.21KNew |
$118K - $129K
|
1.21K
$119K
|
|
|
Aug 13, 2024
Q2 2024
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
1.2K+ 8.98% |
$117K - $128K
|
14.6K
$1.43M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.2K+ 26.24% |
$117K - $127K
|
5.77K
$565K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.19K+ 42.08% |
$116K - $126K
|
4.02K
$393K
|
|
|
Oct 01, 2024
Q2 2024
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
1.18K+ 11.13% |
$115K - $126K
|
11.8K
$1.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.18K+ 1.07% |
$115K - $126K
|
112K
$11M
|
|
|
Jul 30, 2024
Q2 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
1.17K+ 15.91% |
$114K - $124K
|
8.52K
$834K
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.16KNew |
$113K - $124K
|
1.16K
$114K
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.14K+ 4.64% |
$111K - $122K
|
25.8K
$2.52M
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.11K+ 28.65% |
$108K - $118K
|
4.99K
$488K
|
|
|
Aug 12, 2024
Q2 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
1.09K+ 4.99% |
$106K - $115K
|
22.8K
$2.24M
|
|
|
Jul 26, 2024
Q2 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
1.09K+ 30.62% |
$105K - $115K
|
4.63K
$453K
|
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.07KNew |
$104K - $114K
|
1.07K
$105K
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.07K+ 48.66% |
$104K - $114K
|
3.27K
$320K
|
|
|
Aug 09, 2024
Q2 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
987+ 14.67% |
$95.9K - $105K
|
7.71K
$755K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
986+ 4.95% |
$95.8K - $105K
|
20.9K
$2.05M
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
961+ 0.32% |
$93.4K - $102K
|
298K
$29.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
944+ 1.36% |
$91.7K - $100K
|
70.3K
$6.88M
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
935New |
$90.9K - $99.3K
|
935
$91.5K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
932+ 3.16% |
$90.6K - $99K
|
30.5K
$2.98M
|
|
|
Dec 10, 2024
Q2 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
907+ 12.23% |
$88.1K - $96.4K
|
8.32K
$815K
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
897+ 137.37% |
$87.2K - $95.3K
|
1.55K
$152K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
896+ 13.75% |
$87.1K - $95.2K
|
7.41K
$726K
|
|
|
Aug 02, 2024
Q2 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
860+ 3.37% |
$83.6K - $91.4K
|
26.4K
$2.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
843+ 1.5% |
$81.9K - $89.6K
|
57K
$5.58M
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
BUY
|
- |
824+ 15.36% |
$80.1K - $87.6K
|
6.19K
$606K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
823New |
$80K - $87.4K
|
823
$80.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
818+ 2.95% |
$79.5K - $86.9K
|
28.5K
$2.79M
|
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
817+ 2.62% |
$79.4K - $86.8K
|
32K
$3.13M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
808+ 0.52% |
$78.5K - $85.9K
|
156K
$15.3M
|
|
|
Jul 15, 2024
Q2 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
806+ 5.26% |
$78.3K - $85.6K
|
16.1K
$1.58M
|
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
804+ 56.94% |
$78.1K - $85.4K
|
2.22K
$217K
|
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
781+ 12.7% |
$75.9K - $83K
|
6.93K
$678K
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
763+ 25.49% |
$74.1K - $81.1K
|
3.76K
$368K
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
757+ 24.9% |
$73.6K - $80.4K
|
3.8K
$372K
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
754+ 3.06% |
$73.3K - $80.1K
|
25.4K
$2.49M
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
BUY
|
- |
751+ 11.08% |
$73K - $79.8K
|
7.53K
$737K
|
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
749New |
$72.8K - $79.6K
|
749
$73.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
704+ 24.52% |
$68.4K - $74.8K
|
3.58K
$350K
|
|
|
Aug 01, 2024
Q2 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
703+ 0.63% |
$68.3K - $74.7K
|
112K
$11M
|
|
|
Jul 15, 2024
Q2 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
675+ 1.42% |
$65.6K - $71.7K
|
48.1K
$4.71M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
675+ 9.01% |
$65.6K - $71.7K
|
8.17K
$799K
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
647New |
$62.9K - $68.7K
|
647
$63.3K
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
625+ 181.16% |
$60.7K - $66.4K
|
970
$95K
|
|
|
Jul 31, 2024
Q2 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
619New |
$60.1K - $65.8K
|
619
$60.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
617New |
$60K - $65.6K
|
617
$60.4K
|