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 21, 2024
Q3 2024
|
Moneywise, Inc.
|
BUY
|
- |
6.7K+ 94.55% |
$649K - $729K
|
13.8K
$1.35M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
6.68K+ 61.28% |
$647K - $726K
|
17.6K
$1.72M
|
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
6.52K+ 54.58% |
$631K - $709K
|
18.5K
$1.81M
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
6.44KNew |
$623K - $700K
|
6.44K
$630K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
6.2K+ 7.58% |
$600K - $674K
|
87.9K
$8.61M
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
BUY
|
- |
6.03KNew |
$584K - $656K
|
6.03K
$590K
|
|
|
Nov 15, 2024
Q3 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
5.94KNew |
$575K - $646K
|
5.94K
$581K
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
5.93K+ 4.13% |
$574K - $645K
|
150K
$14.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.91K+ 4.8% |
$572K - $643K
|
129K
$12.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
5.89KNew |
$570K - $641K
|
5.89K
$577K
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
5.88K+ 23.61% |
$570K - $640K
|
30.8K
$3.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
5.83K+ 74.18% |
$564K - $634K
|
13.7K
$1.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
5.8K+ 49.16% |
$562K - $631K
|
17.6K
$1.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
5.64K+ 7.38% |
$546K - $613K
|
82.1K
$8.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
5.58K+ 128.57% |
$540K - $606K
|
9.91K
$970K
|
|
|
Oct 29, 2024
Q3 2024
|
White Pine Investment CO
|
BUY
|
- |
5.04K+ 11.94% |
$488K - $549K
|
47.3K
$4.63M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
4.88K+ 1.14% |
$472K - $530K
|
432K
$42.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.87K+ 1.25% |
$472K - $530K
|
395K
$38.7M
|
|
|
Nov 21, 2024
Q3 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
4.85K+ 9.86% |
$469K - $527K
|
54K
$5.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.83K+ 28.54% |
$468K - $525K
|
21.7K
$2.13M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
4.59K+ 5.86% |
$445K - $500K
|
82.9K
$8.12M
|
|
|
Oct 23, 2024
Q3 2024
|
Ma Private Wealth
|
BUY
|
- |
4.56K+ 1.98% |
$441K - $496K
|
235K
$23M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
4.42K+ 5.6% |
$428K - $480K
|
83.3K
$8.15M
|
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
4.41KNew |
$427K - $480K
|
4.41K
$432K
|
|
|
Oct 15, 2024
Q3 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
4.4K+ 28.64% |
$426K - $478K
|
19.8K
$1.93M
|
|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
BUY
|
- |
4.38K+ 17.93% |
$424K - $477K
|
28.8K
$2.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
4.29KNew |
$416K - $467K
|
4.29K
$420K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
4.28K+ 27.58% |
$414K - $465K
|
19.8K
$1.94M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
4.21K+ 10.42% |
$407K - $457K
|
44.6K
$4.36M
|
|
|
Oct 24, 2024
Q3 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
4.19KNew |
$405K - $455K
|
4.19K
$410K
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
4.16KNew |
$402K - $452K
|
4.16K
$407K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.01K+ 1.72% |
$388K - $436K
|
237K
$23.2M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.95K+ 11.86% |
$383K - $430K
|
37.3K
$3.65M
|
|
|
Oct 24, 2024
Q3 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
3.94K+ 3.51% |
$381K - $428K
|
116K
$11.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
3.8K+ 11.19% |
$368K - $414K
|
37.8K
$3.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
3.75K+ 13.75% |
$363K - $408K
|
31.1K
$3.04M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.64K+ 7.27% |
$352K - $396K
|
53.7K
$5.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.61K+ 57.74% |
$349K - $392K
|
9.86K
$965K
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Life Advisors
|
BUY
|
- |
3.59K+ 3.83% |
$348K - $391K
|
97.3K
$9.52M
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.59KNew |
$347K - $390K
|
3.59K
$351K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.54K+ 28.85% |
$342K - $385K
|
15.8K
$1.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.43K+ 5.02% |
$332K - $373K
|
71.7K
$7.02M
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
3.41KNew |
$331K - $371K
|
3.41K
$334K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.41K+ 5.69% |
$330K - $371K
|
63.3K
$6.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Forte Asset Management LLC
|
BUY
|
- |
3.39K+ 4.77% |
$328K - $369K
|
74.5K
$7.29M
|
|
|
Nov 07, 2024
Q3 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
3.29KNew |
$319K - $358K
|
3.29K
$322K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.26K+ 0.76% |
$316K - $355K
|
432K
$42.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
3.2K+ 13.16% |
$309K - $348K
|
27.5K
$2.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
3.14K+ 2.91% |
$304K - $342K
|
111K
$10.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.07K+ 16.01% |
$298K - $334K
|
22.3K
$2.18M
|