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 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-2.99K- 5.51% |
$290K - $325K
|
51.3K
$5.02M
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-3.02K- 3.33% |
$293K - $329K
|
87.8K
$8.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-3.04K- 44.13% |
$294K - $331K
|
3.85K
$377K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-3.13K- 9.27% |
$303K - $341K
|
30.7K
$3M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-3.18K- 12.1% |
$308K - $346K
|
23.1K
$2.26M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3.25K- 6.54% |
$315K - $354K
|
46.5K
$4.55M
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-3.26K- 26.13% |
$316K - $354K
|
9.21K
$902K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
SELL
|
- |
-3.32K- 3.75% |
$321K - $361K
|
85.1K
$8.33M
|
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-3.36K- 8.6% |
$325K - $365K
|
35.7K
$3.5M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.4K- 13.18% |
$329K - $370K
|
22.4K
$2.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-3.44K- 6.02% |
$333K - $374K
|
53.6K
$5.25M
|
|
|
Oct 30, 2024
Q3 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-3.48K- 7.79% |
$337K - $378K
|
41.2K
$4.03M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-3.55K- 15.11% |
$344K - $386K
|
19.9K
$1.95M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-3.62K- 11.21% |
$351K - $394K
|
28.7K
$2.81M
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-3.72K- 2.45% |
$360K - $404K
|
148K
$14.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Empire Life Investments Inc.
|
SELL
|
- |
-3.8K- 9.49% |
$368K - $413K
|
36.2K
$3.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.8K- 2.9% |
$368K - $414K
|
127K
$12.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-3.81K- 13.04% |
$369K - $414K
|
25.4K
$2.49M
|
|
|
Oct 21, 2024
Q3 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-3.82K- 12.72% |
$369K - $415K
|
26.2K
$2.56M
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-3.92K- 1.8% |
$380K - $426K
|
214K
$20.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3.97K- 4.41% |
$384K - $432K
|
85.9K
$8.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-4.04K- 1.36% |
$391K - $440K
|
294K
$28.8M
|
|
|
Oct 28, 2024
Q3 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-4.18K- 10.06% |
$404K - $454K
|
37.3K
$3.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4.2K- 66.43% |
$407K - $457K
|
2.12K
$208K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-4.21K- 39.72% |
$408K - $458K
|
6.39K
$625K
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-4.22K- 42.52% |
$409K - $459K
|
5.7K
$558K
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-4.23K- 25.29% |
$409K - $460K
|
12.5K
$1.22M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-4.34K- 29.12% |
$420K - $472K
|
10.6K
$1.03M
|
|
|
Oct 30, 2024
Q3 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-4.38K- 67.9% |
$424K - $476K
|
2.07K
$203K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-4.38K- 6.22% |
$424K - $477K
|
66.1K
$6.47M
|
|
|
Oct 10, 2024
Q3 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-4.48K- 9.3% |
$434K - $487K
|
43.6K
$4.27M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-4.51K- 8.5% |
$437K - $491K
|
48.6K
$4.76M
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-4.56K- 3.63% |
$442K - $496K
|
121K
$11.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-4.64K- 7.14% |
$449K - $505K
|
60.3K
$5.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-4.76K- 5.05% |
$461K - $518K
|
89.6K
$8.77M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.8K- 1.34% |
$465K - $522K
|
354K
$34.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.84K- 3.58% |
$469K - $526K
|
130K
$12.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-4.85K- 2.92% |
$469K - $527K
|
161K
$15.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-4.92K- 11.17% |
$476K - $535K
|
39.1K
$3.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-4.93K- 6.89% |
$478K - $536K
|
66.7K
$6.53M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-5.02K- 47.75% |
$487K - $546K
|
5.5K
$538K
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
SELL
|
- |
-5.05K- 43.01% |
$489K - $549K
|
6.69K
$654K
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-5.21K- 4.74% |
$504K - $566K
|
105K
$10.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-5.34K- 18.96% |
$517K - $581K
|
22.8K
$2.24M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-5.48K- 53.94% |
$530K - $596K
|
4.68K
$458K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-5.6K- 12.83% |
$542K - $609K
|
38.1K
$3.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-5.98K- 7.15% |
$579K - $650K
|
77.6K
$7.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-6.2K- 4.84% |
$601K - $675K
|
122K
$11.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-6.27K- 59.9% |
$607K - $682K
|
4.19K
$411K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-6.46K- 20.3% |
$625K - $702K
|
25.4K
$2.48M
|