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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-33.1K- 5.92% |
$3.2M - $3.59M
|
525K
$51.4M
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-33.7K- 37.57% |
$3.27M - $3.67M
|
56K
$5.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-34.3K- 8.34% |
$3.32M - $3.73M
|
377K
$36.9M
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-36.4K- 71.64% |
$3.53M - $3.96M
|
14.4K
$1.41M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-40.5K- 16.55% |
$3.92M - $4.4M
|
204K
$20M
|
|
|
Oct 31, 2024
Q3 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-44.2K- 12.88% |
$4.28M - $4.8M
|
299K
$29.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-48.6K- 3.92% |
$4.7M - $5.28M
|
1.19M
$116M
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-48.6K- 17.97% |
$4.71M - $5.28M
|
222K
$21.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-51.6K- 3.34% |
$5M - $5.62M
|
1.5M
$146M
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
SELL
|
- |
-52.4K- 6.36% |
$5.07M - $5.7M
|
771K
$75.5M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-55.8K- 7.04% |
$5.41M - $6.07M
|
738K
$72.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-57.8K- 30.91% |
$5.6M - $6.29M
|
129K
$12.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-66.1K- 8.11% |
$6.4M - $7.19M
|
749K
$73.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-66.7K- 1.51% |
$6.46M - $7.26M
|
4.34M
$425M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-71.3K- 16.02% |
$6.9M - $7.75M
|
374K
$36.6M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-72.7K- 9.34% |
$7.04M - $7.91M
|
706K
$69.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-79K- 11.41% |
$7.65M - $8.59M
|
613K
$60M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-83K- 51.87% |
$8.03M - $9.02M
|
77K
$7.54M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-83.5K- 4.68% |
$8.08M - $9.08M
|
1.7M
$167M
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-85.3K- 91.05% |
$8.26M - $9.27M
|
8.39K
$821K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-86.1K- 18.81% |
$8.34M - $9.36M
|
372K
$36.4M
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-94.6K- 39.02% |
$9.16M - $10.3M
|
148K
$14.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-102K- 7.53% |
$9.91M - $11.1M
|
1.26M
$123M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-103K- 6.92% |
$10M - $11.3M
|
1.39M
$136M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-107K- 63.54% |
$10.3M - $11.6M
|
61.2K
$5.99M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-140K- 7.89% |
$13.6M - $15.2M
|
1.63M
$160M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-151K- 3.23% |
$14.7M - $16.5M
|
4.53M
$444M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-163K- 77.73% |
$15.8M - $17.7M
|
46.6K
$4.56M
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-202K- 66.99% |
$19.6M - $22M
|
99.6K
$9.75M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-217K- 5.79% |
$21M - $23.6M
|
3.53M
$345M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-230K- 8.31% |
$22.3M - $25M
|
2.54M
$248M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-232K- 3.77% |
$22.5M - $25.3M
|
5.93M
$581M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-271K- 10.18% |
$26.2M - $29.5M
|
2.39M
$234M
|
|
|
Nov 12, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-284K- 99.69% |
$27.5M - $30.9M
|
892
$87.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-319K- 4.83% |
$30.9M - $34.7M
|
6.28M
$615M
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-474K- 99.02% |
$45.9M - $51.5M
|
4.67K
$457K
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-1.01M- 92.51% |
$98.1M - $110M
|
82.1K
$8.03M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.43M- 5.39% |
$139M - $156M
|
25.2M
$2.46B
|