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
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
612+ 4.09% |
$59.5K - $65K
|
15.6K
$1.52M
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
608+ 1.22% |
$59.1K - $64.6K
|
50.3K
$4.92M
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
607+ 65.55% |
$59K - $64.5K
|
1.53K
$150K
|
|
Jul 01, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
592+ 1.04% |
$57.5K - $62.9K
|
57.7K
$5.65M
|
|
Aug 09, 2024
Q2 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
590+ 1.98% |
$57.3K - $62.7K
|
30.3K
$2.97M
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
578+ 6.82% |
$56.2K - $61.4K
|
9.05K
$886K
|
|
Jul 24, 2024
Q2 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
565+ 1.42% |
$54.9K - $60K
|
40.4K
$3.96M
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
559New |
$54.3K - $59.4K
|
559
$54.7K
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
542+ 0.77% |
$52.7K - $57.6K
|
71K
$6.95M
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
BUY
|
- |
525New |
$51K - $55.8K
|
525
$51.4K
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
520New |
$50.5K - $55.3K
|
520
$50.9K
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
520+ 6.43% |
$50.5K - $55.3K
|
8.61K
$843K
|
|
Aug 13, 2024
Q2 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
462+ 3.95% |
$44.9K - $49.1K
|
12.2K
$1.19M
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
457+ 4.26% |
$44.4K - $48.6K
|
11.2K
$1.1M
|
|
Aug 13, 2024
Q2 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
456+ 0.96% |
$44.3K - $48.5K
|
48K
$4.69M
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
438+ 695.24% |
$42.6K - $46.5K
|
501
$49K
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
431+ 18.11% |
$41.9K - $45.8K
|
2.81K
$275K
|
|
Jul 18, 2024
Q2 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
429+ 1.5% |
$41.7K - $45.6K
|
29K
$2.84M
|
|
Aug 09, 2024
Q2 2024
|
Horan Securities, Inc.
|
BUY
|
- |
425+ 5.15% |
$41.3K - $45.2K
|
8.68K
$850K
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
413+ 3.12% |
$40.1K - $43.9K
|
13.6K
$1.34M
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
411+ 16.75% |
$39.9K - $43.7K
|
2.87K
$280K
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
386+ 0.72% |
$37.5K - $41K
|
53.8K
$5.27M
|
|
Aug 05, 2024
Q2 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
385+ 3.81% |
$37.4K - $40.9K
|
10.5K
$1.03M
|
|
Jul 19, 2024
Q2 2024
|
West Coast Financial LLC
|
BUY
|
- |
375+ 18.29% |
$36.4K - $39.8K
|
2.43K
$237K
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
373+ 10.34% |
$36.2K - $39.6K
|
3.98K
$390K
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
359+ 8.96% |
$34.9K - $38.1K
|
4.36K
$427K
|
|
Aug 14, 2024
Q2 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
352+ 14.78% |
$34.2K - $37.4K
|
2.73K
$268K
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
349+ 11.47% |
$33.9K - $37.1K
|
3.39K
$332K
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
333+ 15.83% |
$32.4K - $35.4K
|
2.44K
$238K
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
324+ 3.45% |
$31.5K - $34.4K
|
9.71K
$950K
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
321+ 0.53% |
$31.2K - $34.1K
|
60.5K
$5.93M
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
302+ 3.0% |
$29.3K - $32.1K
|
10.4K
$1.02M
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
297+ 5.37% |
$28.9K - $31.6K
|
5.83K
$571K
|
|
Aug 14, 2024
Q2 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
291+ 1.08% |
$28.3K - $30.9K
|
27.3K
$2.67M
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
274+ 80.12% |
$26.6K - $29.1K
|
616
$60.3K
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
271+ 91.25% |
$26.3K - $28.8K
|
568
$55.6K
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
269+ 24.68% |
$26.1K - $28.6K
|
1.36K
$133K
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
BUY
|
- |
260+ 2.04% |
$25.3K - $27.6K
|
13K
$1.27M
|
|
Jul 26, 2024
Q2 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
239+ 2.2% |
$23.2K - $25.4K
|
11.1K
$1.09M
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
BUY
|
- |
219New |
$21.3K - $23.3K
|
219
$21.4K
|
|
Jul 16, 2024
Q2 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
213+ 0.3% |
$20.7K - $22.6K
|
71.6K
$7.01M
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
197New |
$19.1K - $20.9K
|
197
$19.3K
|
|
Jul 30, 2024
Q2 2024
|
James Investment Research Inc
|
BUY
|
- |
188+ 2.87% |
$18.3K - $20K
|
6.74K
$660K
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
182+ 9.95% |
$17.7K - $19.3K
|
2.01K
$197K
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
168+ 10.83% |
$16.3K - $17.9K
|
1.72K
$168K
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
165+ 42.42% |
$16K - $17.5K
|
554
$54.2K
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
152New |
$14.8K - $16.2K
|
152
$14.9K
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
148+ 133.33% |
$14.4K - $15.7K
|
259
$25.4K
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
147+ 3.66% |
$14.3K - $15.6K
|
4.16K
$408K
|
|
Jul 12, 2024
Q2 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
145+ 2.02% |
$14.1K - $15.4K
|
7.33K
$718K
|