Purchases and Sales Made in Q3 2024 in Msci Eafe Growth ETF (EFG)
This table provides information about the institutional ownership of Msci Eafe Growth ETF (EFG) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1.21K- 6.05% |
$117K - $132K
|
18.8K
$1.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-1.28K- 5.6% |
$124K - $139K
|
21.6K
$2.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.32K- 2.59% |
$128K - $144K
|
49.6K
$4.86M
|
|
|
Nov 13, 2024
Q3 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-1.41K- 2.45% |
$137K - $154K
|
56.3K
$5.51M
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-1.46K- 28.39% |
$142K - $159K
|
3.69K
$361K
|
|
|
Oct 29, 2024
Q3 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-1.47K- 5.34% |
$142K - $160K
|
26K
$2.55M
|
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.49K- 9.9% |
$144K - $162K
|
13.5K
$1.32M
|
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-1.52K- 19.4% |
$147K - $165K
|
6.32K
$619K
|
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-1.52K- 30.61% |
$148K - $166K
|
3.45K
$338K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.57K- 2.24% |
$152K - $171K
|
68.7K
$6.72M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.58K- 0.88% |
$153K - $172K
|
178K
$17.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.59K- 2.15% |
$154K - $173K
|
72.5K
$7.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-1.6K- 4.65% |
$155K - $174K
|
32.9K
$3.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-1.61K- 29.3% |
$156K - $176K
|
3.89K
$381K
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-1.62K- 9.24% |
$157K - $176K
|
15.9K
$1.55M
|
|
|
Nov 08, 2024
Q3 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-1.67K- 5.93% |
$161K - $181K
|
26.4K
$2.59M
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-1.69K- 4.12% |
$164K - $184K
|
39.3K
$3.85M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.7K- 0.57% |
$164K - $184K
|
295K
$28.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1.75K- 28.71% |
$169K - $190K
|
4.33K
$424K
|
|
|
Oct 22, 2024
Q3 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-1.76K- 7.33% |
$171K - $192K
|
22.3K
$2.18M
|
|
|
Oct 03, 2024
Q3 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-1.78K- 5.77% |
$172K - $193K
|
29K
$2.84M
|
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.79K- 35.38% |
$173K - $194K
|
3.26K
$319K
|
|
|
Oct 11, 2024
Q3 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-1.8K- 5.51% |
$174K - $195K
|
30.8K
$3.02M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.82K- 5.2% |
$177K - $198K
|
33.3K
$3.26M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.86K- 3.25% |
$180K - $203K
|
55.4K
$5.42M
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.89K- 5.53% |
$183K - $206K
|
32.4K
$3.17M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.97K- 1.96% |
$191K - $214K
|
98.6K
$9.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-2.03K- 3.12% |
$196K - $221K
|
63K
$6.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-2.06K- 8.49% |
$199K - $224K
|
22.2K
$2.17M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.07K- 12.69% |
$200K - $225K
|
14.2K
$1.39M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.17K- 0.92% |
$210K - $236K
|
234K
$22.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.19K- 36.44% |
$212K - $238K
|
3.82K
$374K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.23K- 98.94% |
$216K - $243K
|
24
$2.35K
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-2.32K- 12.76% |
$225K - $253K
|
15.9K
$1.56M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.33K- 43.0% |
$226K - $254K
|
3.09K
$303K
|
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-2.34K- 13.2% |
$226K - $254K
|
15.4K
$1.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-2.39K- 51.26% |
$232K - $260K
|
2.28K
$223K
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-2.45K- 2.02% |
$237K - $266K
|
119K
$11.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-2.46K- 1.93% |
$239K - $268K
|
125K
$12.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-2.48K- 3.69% |
$240K - $269K
|
64.7K
$6.33M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.54K- 6.82% |
$246K - $276K
|
34.7K
$3.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-2.6K- 3.09% |
$252K - $283K
|
81.5K
$7.98M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-2.61K- 0.54% |
$252K - $284K
|
477K
$46.7M
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.61K- 10.79% |
$253K - $284K
|
21.6K
$2.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-2.67K- 5.19% |
$259K - $290K
|
48.8K
$4.77M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-2.8K- 25.23% |
$271K - $304K
|
8.3K
$812K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2.84K- 29.16% |
$275K - $309K
|
6.9K
$675K
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-2.87K- 4.73% |
$277K - $312K
|
57.7K
$5.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.88K- 4.45% |
$279K - $313K
|
61.8K
$6.05M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.89K- 1.85% |
$280K - $315K
|
153K
$15M
|