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 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
15.5K+ 49.47% |
$1.5M - $1.68M
|
46.7K
$4.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
14.6KNew |
$1.42M - $1.59M
|
14.6K
$1.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
14.5KNew |
$1.41M - $1.58M
|
14.5K
$1.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
13.8KNew |
$1.33M - $1.5M
|
13.8K
$1.35M
|
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
13.7KNew |
$1.33M - $1.49M
|
13.7K
$1.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
13.5K+ 70.84% |
$1.31M - $1.47M
|
32.6K
$3.19M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
13.4K+ 109.96% |
$1.3M - $1.46M
|
25.7K
$2.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
13.3K+ 18.03% |
$1.28M - $1.44M
|
86.8K
$8.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.2K+ 3.06% |
$1.28M - $1.44M
|
445K
$43.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
12.9K+ 4.13% |
$1.24M - $1.4M
|
324K
$31.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
12.5K+ 33.8% |
$1.21M - $1.36M
|
49.5K
$4.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
12.5K+ 4.99% |
$1.21M - $1.36M
|
262K
$25.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
12.4KNew |
$1.2M - $1.35M
|
12.4K
$1.21M
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
12.3K+ 64.7% |
$1.19M - $1.34M
|
31.3K
$3.06M
|
|
|
Oct 23, 2024
Q3 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
12.1K+ 45.74% |
$1.17M - $1.31M
|
38.4K
$3.76M
|
|
|
Oct 07, 2024
Q3 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
12K+ 7.94% |
$1.16M - $1.31M
|
163K
$16M
|
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
11.8K+ 22.6% |
$1.14M - $1.28M
|
64.1K
$6.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
11.8KNew |
$1.14M - $1.28M
|
11.8K
$1.16M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
11.7KNew |
$1.14M - $1.28M
|
11.7K
$1.15M
|
|
|
Oct 03, 2024
Q3 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
11.7KNew |
$1.13M - $1.27M
|
11.7K
$1.15M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
11.4K+ 45.09% |
$1.11M - $1.25M
|
36.8K
$3.61M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
11.4K+ 48.0% |
$1.11M - $1.24M
|
35.2K
$3.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
11.3K+ 1.51% |
$1.09M - $1.23M
|
758K
$74.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
10.9KNew |
$1.06M - $1.19M
|
10.9K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
10.7KNew |
$1.04M - $1.17M
|
10.7K
$1.05M
|
|
|
Oct 15, 2024
Q3 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
10.7K+ 25.28% |
$1.04M - $1.17M
|
53.2K
$5.21M
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
10.5K+ 40.5% |
$1.01M - $1.14M
|
36.4K
$3.56M
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
10K+ 6.89% |
$972K - $1.09M
|
156K
$15.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
9.98K+ 4.3% |
$967K - $1.09M
|
242K
$23.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
9.82KNew |
$950K - $1.07M
|
9.82K
$961K
|
|
|
Nov 06, 2024
Q3 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
9.23K+ 16.31% |
$894K - $1M
|
65.8K
$6.44M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.04K+ 4.16% |
$876K - $984K
|
226K
$22.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
8.86K+ 29.47% |
$858K - $964K
|
38.9K
$3.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
8.68KNew |
$840K - $944K
|
8.68K
$849K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
8.6K+ 2.22% |
$832K - $935K
|
396K
$38.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
8.34K+ 16.15% |
$807K - $907K
|
59.9K
$5.87M
|
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
8.3K+ 1.98% |
$804K - $903K
|
427K
$41.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Pachira Investments Inc.
|
BUY
|
- |
8.14K+ 162.35% |
$788K - $886K
|
13.2K
$1.29M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
8.1K+ 37.21% |
$785K - $881K
|
29.9K
$2.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
7.94KNew |
$769K - $864K
|
7.94K
$778K
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
7.8K+ 13.45% |
$756K - $849K
|
65.8K
$6.44M
|
|
|
Nov 04, 2024
Q3 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
7.75KNew |
$750K - $843K
|
7.75K
$758K
|
|
|
Nov 07, 2024
Q3 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
7.35K+ 10.43% |
$712K - $800K
|
77.9K
$7.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
7.22K+ 230.78% |
$699K - $785K
|
10.4K
$1.01M
|
|
|
Nov 05, 2024
Q3 2024
|
Strategic Equity Management
|
BUY
|
- |
7.19K+ 58.12% |
$696K - $782K
|
19.6K
$1.91M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
7.18K+ 7.64% |
$695K - $781K
|
101K
$9.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
7.14K+ 17.91% |
$692K - $777K
|
47K
$4.6M
|
|
|
Oct 11, 2024
Q3 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
7.13KNew |
$690K - $776K
|
7.13K
$698K
|
|
|
Oct 23, 2024
Q3 2024
|
West Wealth Group, LLC
|
BUY
|
- |
6.89K+ 4.2% |
$667K - $749K
|
171K
$16.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
6.75K+ 8.84% |
$654K - $734K
|
83.1K
$8.14M
|