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 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.68K+ 14.8% |
$163K - $183K
|
13K
$1.28M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.66KNew |
$161K - $181K
|
1.66K
$163K
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.63K+ 16.81% |
$158K - $178K
|
11.3K
$1.11M
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
1.62K+ 3.15% |
$157K - $176K
|
53.1K
$5.2M
|
|
|
Oct 02, 2024
Q3 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
1.62K+ 3.41% |
$156K - $176K
|
49K
$4.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
1.59K+ 3.81% |
$154K - $173K
|
43.4K
$4.25M
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
1.57K+ 5.42% |
$152K - $171K
|
30.6K
$2.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
1.55K+ 13.15% |
$150K - $169K
|
13.4K
$1.31M
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.55K+ 54.99% |
$150K - $169K
|
4.38K
$428K
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.55K+ 26.05% |
$150K - $168K
|
7.49K
$733K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.54K+ 201.57% |
$149K - $168K
|
2.31K
$226K
|
|
|
Nov 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
1.53K+ 14.89% |
$148K - $166K
|
11.8K
$1.16M
|
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
1.53K+ 4.76% |
$148K - $166K
|
33.6K
$3.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
1.53K+ 62.6% |
$148K - $166K
|
3.96K
$388K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.51K+ 33.23% |
$146K - $164K
|
6.03K
$591K
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
1.5K+ 38.97% |
$145K - $163K
|
5.36K
$524K
|
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.46K+ 12.79% |
$141K - $159K
|
12.9K
$1.26M
|
|
|
Oct 17, 2024
Q3 2024
|
Addison Capital CO
|
BUY
|
- |
1.41K+ 16.61% |
$136K - $153K
|
9.86K
$966K
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
1.39K+ 3.45% |
$135K - $151K
|
41.8K
$4.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
1.37K+ 6.26% |
$133K - $149K
|
23.3K
$2.28M
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
1.37K+ 20.13% |
$132K - $149K
|
8.15K
$798K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.35K+ 87.93% |
$131K - $147K
|
2.88K
$282K
|
|
|
Oct 17, 2024
Q3 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
1.34K+ 2.6% |
$130K - $146K
|
52.9K
$5.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.32K+ 4.32% |
$127K - $143K
|
31.8K
$3.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
1.24K+ 8.94% |
$120K - $135K
|
15.2K
$1.48M
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
1.24K+ 62.19% |
$120K - $135K
|
3.23K
$317K
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
1.18KNew |
$114K - $128K
|
1.18K
$116K
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
1.17K+ 13.72% |
$113K - $127K
|
9.69K
$949K
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.11K+ 3.48% |
$108K - $121K
|
33.1K
$3.24M
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.1K+ 5.32% |
$106K - $119K
|
21.7K
$2.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
1.07KNew |
$104K - $116K
|
1.07K
$105K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.03K+ 2.93% |
$100K - $112K
|
36.4K
$3.56M
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
985+ 27.01% |
$95.4K - $107K
|
4.63K
$453K
|
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
971+ 18.72% |
$94K - $106K
|
6.16K
$603K
|
|
|
Nov 07, 2024
Q3 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
971+ 8.74% |
$94K - $106K
|
12.1K
$1.18M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
BUY
|
- |
960New |
$93K - $104K
|
960
$94K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
951+ 40.08% |
$92.1K - $103K
|
3.32K
$325K
|
|
|
Oct 02, 2024
Q3 2024
|
First Community Trust Na
|
BUY
|
- |
936New |
$90.6K - $102K
|
936
$91.6K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
889+ 1.25% |
$86.1K - $96.7K
|
71.9K
$7.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
884+ 1.29% |
$85.6K - $96.2K
|
69.2K
$6.78M
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
878+ 5.91% |
$85K - $95.5K
|
15.7K
$1.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
867+ 15.92% |
$84K - $94.3K
|
6.31K
$618K
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
860+ 6.13% |
$83.3K - $93.5K
|
14.9K
$1.46M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
855+ 4.35% |
$82.8K - $93K
|
20.5K
$2.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
845+ 12.18% |
$81.8K - $91.9K
|
7.78K
$762K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
832+ 23.27% |
$80.6K - $90.5K
|
4.41K
$431K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
831+ 9.84% |
$80.5K - $90.4K
|
9.28K
$908K
|
|
|
Oct 28, 2024
Q3 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
826+ 2.04% |
$80K - $89.8K
|
41.3K
$4.04M
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
819New |
$79.3K - $89.1K
|
819
$80.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
796+ 1.72% |
$77.1K - $86.6K
|
47K
$4.6M
|