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
|
Ledyard National Bank
|
BUY
|
- |
245+ 6.65% |
$23.7K - $26.6K
|
3.93K
$385K
|
|
|
Oct 18, 2024
Q3 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
244+ 3.89% |
$23.6K - $26.5K
|
6.51K
$637K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
243+ 5.62% |
$23.5K - $26.4K
|
4.57K
$447K
|
|
|
Oct 09, 2024
Q3 2024
|
West Coast Financial LLC
|
BUY
|
- |
242+ 9.98% |
$23.4K - $26.3K
|
2.67K
$261K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
241+ 2.4% |
$23.3K - $26.2K
|
10.3K
$1M
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
239New |
$23.1K - $26K
|
239
$23.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
235+ 0.15% |
$22.8K - $25.6K
|
155K
$15.2M
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
229New |
$22.2K - $24.9K
|
229
$22.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
225+ 833.33% |
$21.8K - $24.5K
|
252
$24.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
210+ 3.42% |
$20.3K - $22.8K
|
6.36K
$622K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
202+ 4.98% |
$19.6K - $22K
|
4.26K
$417K
|
|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
BUY
|
- |
198+ 2.46% |
$19.2K - $21.5K
|
8.25K
$807K
|
|
|
Nov 07, 2024
Q3 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
188+ 0.67% |
$18.2K - $20.4K
|
28.4K
$2.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
185+ 1.65% |
$17.9K - $20.1K
|
11.4K
$1.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
185+ 0.63% |
$17.9K - $20.1K
|
29.8K
$2.91M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
185+ 133.09% |
$17.9K - $20.1K
|
324
$31.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
180New |
$17.4K - $19.6K
|
180
$17.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
178New |
$17.2K - $19.4K
|
178
$17.4K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
178+ 176.24% |
$17.2K - $19.4K
|
279
$27.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
176+ 6.27% |
$17K - $19.1K
|
2.98K
$292K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
168+ 0.59% |
$16.3K - $18.3K
|
28.6K
$2.8M
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
BUY
|
- |
163+ 2.42% |
$15.8K - $17.7K
|
6.91K
$676K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
159+ 0.76% |
$15.4K - $17.3K
|
21.1K
$2.06M
|
|
|
Oct 15, 2024
Q3 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
152+ 1.82% |
$14.7K - $16.5K
|
8.49K
$831K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
150+ 0.9% |
$14.5K - $16.3K
|
16.8K
$1.64M
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
145+ 2.78% |
$14K - $15.8K
|
5.36K
$525K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
143+ 170.24% |
$13.8K - $15.6K
|
227
$22.2K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
141New |
$13.7K - $15.3K
|
141
$13.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
130New |
$12.6K - $14.1K
|
130
$12.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
130+ 0.18% |
$12.6K - $14.1K
|
71.7K
$7.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
127+ 0.93% |
$12.3K - $13.8K
|
13.8K
$1.35M
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
122New |
$11.8K - $13.3K
|
122
$11.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
115+ 0.34% |
$11.1K - $12.5K
|
33.5K
$3.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
114+ 3.47% |
$11K - $12.4K
|
3.4K
$332K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
113New |
$10.9K - $12.3K
|
113
$11.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
112+ 3.1% |
$10.8K - $12.2K
|
3.73K
$365K
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
112+ 294.74% |
$10.8K - $12.2K
|
150
$14.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
102+ 17.96% |
$9.88K - $11.1K
|
670
$65.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
100+ 6.85% |
$9.68K - $10.9K
|
1.56K
$153K
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
98+ 0.27% |
$9.49K - $10.7K
|
36.2K
$3.54M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
96+ 1.89% |
$9.3K - $10.4K
|
5.18K
$507K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
95+ 2.7% |
$9.2K - $10.3K
|
3.62K
$354K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
95+ 3.38% |
$9.2K - $10.3K
|
2.91K
$284K
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
89+ 0.37% |
$8.62K - $9.68K
|
24K
$2.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
75New |
$7.26K - $8.16K
|
75
$7.34K
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
73+ 1.54% |
$7.07K - $7.94K
|
4.82K
$471K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
63New |
$6.1K - $6.85K
|
63
$6.17K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
61+ 1.04% |
$5.91K - $6.63K
|
5.95K
$583K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
56+ 1.87% |
$5.42K - $6.09K
|
3.04K
$298K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
54+ 1.42% |
$5.23K - $5.87K
|
3.86K
$378K
|