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 18, 2024
Q3 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-6.57K- 9.14% |
$637K - $715K
|
65.4K
$6.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-7.47K- 3.02% |
$723K - $813K
|
240K
$23.5M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-7.48K- 71.49% |
$724K - $814K
|
2.98K
$292K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-7.65K- 13.47% |
$740K - $832K
|
49.1K
$4.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-7.84K- 39.9% |
$759K - $853K
|
11.8K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-7.85K- 8.27% |
$760K - $854K
|
87.1K
$8.53M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-7.9K- 67.71% |
$765K - $860K
|
3.77K
$369K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-8.1K- 2.86% |
$785K - $881K
|
275K
$26.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-8.12K- 3.4% |
$786K - $883K
|
231K
$22.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-8.17K- 4.46% |
$791K - $888K
|
175K
$17.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.3K- 8.24% |
$804K - $903K
|
92.4K
$9.04M
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-8.43K- 4.18% |
$816K - $917K
|
193K
$18.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-8.73K- 3.97% |
$846K - $950K
|
211K
$20.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-8.95K- 17.53% |
$867K - $974K
|
42.1K
$4.12M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-9.13K- 15.77% |
$884K - $993K
|
48.8K
$4.78M
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-9.27K- 4.55% |
$898K - $1.01M
|
195K
$19M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9.61K- 2.54% |
$931K - $1.05M
|
369K
$36.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-9.64K- 11.58% |
$934K - $1.05M
|
73.6K
$7.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-9.66K- 10.78% |
$935K - $1.05M
|
79.9K
$7.82M
|
|
|
Oct 17, 2024
Q3 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-10K- 8.11% |
$971K - $1.09M
|
114K
$11.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-10.1K- 1.48% |
$982K - $1.1M
|
676K
$66.2M
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-10.1K- 6.23% |
$982K - $1.1M
|
153K
$14.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-10.7K- 5.25% |
$1.03M - $1.16M
|
192K
$18.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-11.3K- 2.16% |
$1.09M - $1.22M
|
510K
$49.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-11.4K- 97.91% |
$1.1M - $1.24M
|
242
$23.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-11.5K- 4.22% |
$1.11M - $1.25M
|
260K
$25.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-11.5K- 2.74% |
$1.11M - $1.25M
|
407K
$39.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-11.6K- 14.98% |
$1.13M - $1.26M
|
66K
$6.46M
|
|
|
Nov 04, 2024
Q3 2024
|
Keystone Financial Services
|
SELL
|
- |
-12.9K- 9.02% |
$1.25M - $1.4M
|
130K
$12.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-13.3K- 12.4% |
$1.29M - $1.45M
|
94K
$9.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-13.5K- 29.99% |
$1.3M - $1.47M
|
31.4K
$3.08M
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-14K- 6.64% |
$1.36M - $1.53M
|
197K
$19.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-14.4K- 84.62% |
$1.39M - $1.56M
|
2.61K
$255K
|
|
|
Nov 06, 2024
Q3 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-15.6K- 13.52% |
$1.51M - $1.7M
|
99.9K
$9.78M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-16K- 8.81% |
$1.54M - $1.74M
|
165K
$16.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-17.6K- 14.65% |
$1.71M - $1.92M
|
103K
$10M
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-18.7K- 8.96% |
$1.81M - $2.04M
|
190K
$18.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-20K- 46.52% |
$1.94M - $2.17M
|
23K
$2.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-20.6K- 49.69% |
$1.99M - $2.24M
|
20.8K
$2.04M
|
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-20.8K- 11.69% |
$2.02M - $2.27M
|
157K
$15.4M
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-23.9K- 40.53% |
$2.31M - $2.59M
|
35K
$3.43M
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-24.6K- 76.04% |
$2.38M - $2.67M
|
7.75K
$759K
|
|
|
Nov 14, 2024
Q3 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-24.7K- 67.26% |
$2.39M - $2.68M
|
12K
$1.17M
|
|
|
Dec 11, 2024
Q3 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
SELL
|
- |
-24.9KClosed |
$2.41M - $2.7M
|
0
$0
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-24.9K- 37.69% |
$2.41M - $2.71M
|
41.1K
$4.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-25.6K- 30.27% |
$2.47M - $2.78M
|
58.9K
$5.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-26.9K- 98.45% |
$2.6M - $2.92M
|
423
$41.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-28.6K- 8.22% |
$2.77M - $3.11M
|
319K
$31.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-28.7K- 22.98% |
$2.78M - $3.13M
|
96.3K
$9.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-30.1K- 7.06% |
$2.91M - $3.27M
|
396K
$38.8M
|