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 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
3.02K+ 6.03% |
$292K - $328K
|
53K
$5.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.99K+ 0.78% |
$290K - $325K
|
388K
$38M
|
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
2.98K+ 10.43% |
$288K - $324K
|
31.5K
$3.08M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.92K+ 2.03% |
$283K - $318K
|
147K
$14.4M
|
|
|
Oct 11, 2024
Q3 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
2.92KNew |
$282K - $317K
|
2.92K
$285K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.91KNew |
$282K - $317K
|
2.91K
$285K
|
|
|
Nov 14, 2024
Q3 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
2.89K+ 105.6% |
$280K - $314K
|
5.62K
$550K
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
2.88K+ 235.82% |
$279K - $313K
|
4.1K
$401K
|
|
|
Nov 08, 2024
Q3 2024
|
Staley Capital Advisers Inc
|
BUY
|
- |
2.88K+ 2.12% |
$278K - $313K
|
139K
$13.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
2.82K+ 12.98% |
$273K - $307K
|
24.6K
$2.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
2.76K+ 77.61% |
$267K - $300K
|
6.31K
$618K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.62K+ 5.64% |
$254K - $285K
|
49.1K
$4.81M
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
2.6K+ 5.36% |
$252K - $283K
|
51.1K
$5M
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.59KNew |
$251K - $282K
|
2.59K
$254K
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
2.41K+ 16.17% |
$233K - $262K
|
17.3K
$1.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
2.4KNew |
$232K - $261K
|
2.4K
$234K
|
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
2.36K+ 6.79% |
$229K - $257K
|
37.2K
$3.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.36K+ 3.49% |
$228K - $257K
|
70K
$6.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
2.33KNew |
$226K - $254K
|
2.33K
$228K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.33K+ 12.39% |
$226K - $254K
|
21.1K
$2.07M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.28K+ 1.26% |
$220K - $247K
|
183K
$17.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
2.21K+ 6.52% |
$214K - $240K
|
36K
$3.53M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.17K+ 5.52% |
$210K - $236K
|
41.5K
$4.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
2.16KNew |
$209K - $235K
|
2.16K
$212K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.15KNew |
$208K - $234K
|
2.15K
$210K
|
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
2.12KNew |
$206K - $231K
|
2.12K
$208K
|
|
|
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
2.12KNew |
$205K - $230K
|
2.12K
$207K
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
2.11K+ 30.5% |
$205K - $230K
|
9.05K
$885K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.1K+ 14.88% |
$204K - $229K
|
16.2K
$1.59M
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
2.09KNew |
$202K - $227K
|
2.09K
$204K
|
|
|
Nov 05, 2024
Q3 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
2K+ 7.33% |
$194K - $218K
|
29.3K
$2.87M
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
2K+ 4.08% |
$193K - $217K
|
51K
$4.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.99KNew |
$193K - $216K
|
1.99K
$195K
|
|
|
Nov 12, 2024
Q3 2024
|
Newport Capital Group, LLC
|
BUY
|
- |
1.94KNew |
$188K - $211K
|
1.94K
$190K
|
|
|
Nov 05, 2024
Q3 2024
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
1.94KNew |
$188K - $211K
|
1.94K
$190K
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
1.94KNew |
$188K - $211K
|
1.94K
$190K
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
1.93K+ 0.56% |
$187K - $210K
|
348K
$34.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1.92KNew |
$186K - $209K
|
1.92K
$188K
|
|
|
Nov 13, 2024
Q3 2024
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
1.92KNew |
$185K - $208K
|
1.92K
$187K
|
|
|
Oct 10, 2024
Q3 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
1.91KNew |
$185K - $207K
|
1.91K
$187K
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
1.9KNew |
$184K - $207K
|
1.9K
$186K
|
|
|
Oct 23, 2024
Q3 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
1.9KNew |
$184K - $207K
|
1.9K
$186K
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
1.88K+ 21.84% |
$182K - $204K
|
10.5K
$1.03M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.86KNew |
$180K - $202K
|
1.86K
$182K
|
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
1.85K+ 9.56% |
$179K - $201K
|
21.1K
$2.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.84K+ 0.14% |
$178K - $200K
|
1.33M
$130M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.83K+ 2.64% |
$177K - $199K
|
71.1K
$6.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.81K+ 0.72% |
$175K - $196K
|
254K
$24.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
1.78K+ 15.63% |
$172K - $194K
|
13.2K
$1.29M
|
|
|
Oct 24, 2024
Q3 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
1.7K+ 85.24% |
$164K - $185K
|
3.69K
$361K
|