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 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-27- 0.06% |
$2.61K - $2.94K
|
47.9K
$4.69M
|
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-28- 20.14% |
$2.71K - $3.05K
|
111
$10.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-28- 0.63% |
$2.71K - $3.05K
|
4.44K
$435K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-33- 1.98% |
$3.2K - $3.59K
|
1.63K
$160K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-40- 0.49% |
$3.87K - $4.35K
|
8.13K
$795K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-47- 2.73% |
$4.55K - $5.11K
|
1.67K
$164K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-49- 0.42% |
$4.75K - $5.33K
|
11.7K
$1.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-51- 2.2% |
$4.94K - $5.55K
|
2.27K
$222K
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-52- 23.74% |
$5.04K - $5.66K
|
167
$16.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-53- 1.21% |
$5.13K - $5.76K
|
4.34K
$425K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-55- 3.79% |
$5.33K - $5.98K
|
1.4K
$137K
|
|
|
Nov 13, 2024
Q3 2024
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-55- 0.05% |
$5.33K - $5.98K
|
112K
$11M
|
|
|
Oct 24, 2024
Q3 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-55- 0.75% |
$5.33K - $5.98K
|
7.28K
$712K
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-56- 0.2% |
$5.42K - $6.09K
|
28.4K
$2.78M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-57- 1.83% |
$5.52K - $6.2K
|
3.06K
$300K
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-60- 0.25% |
$5.81K - $6.53K
|
23.9K
$2.34M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-66- 38.82% |
$6.39K - $7.18K
|
104
$10.2K
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-68- 8.71% |
$6.59K - $7.4K
|
713
$69.8K
|
|
|
Oct 30, 2024
Q3 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-73- 0.7% |
$7.07K - $7.94K
|
10.4K
$1.02M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-74- 1.75% |
$7.17K - $8.05K
|
4.16K
$407K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-82- 3.46% |
$7.94K - $8.92K
|
2.29K
$224K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-87- 0.8% |
$8.43K - $9.46K
|
10.7K
$1.05M
|
|
|
Oct 28, 2024
Q3 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-87- 0.28% |
$8.43K - $9.46K
|
31.2K
$3.05M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-88- 3.47% |
$8.52K - $9.57K
|
2.45K
$240K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-88- 2.07% |
$8.52K - $9.57K
|
4.17K
$408K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-92- 4.41% |
$8.91K - $10K
|
2K
$195K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-94- 1.35% |
$9.1K - $10.2K
|
6.88K
$674K
|
|
|
Nov 08, 2024
Q3 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-94- 0.54% |
$9.1K - $10.2K
|
17.3K
$1.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-96- 1.26% |
$9.3K - $10.4K
|
7.54K
$738K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-98- 0.09% |
$9.49K - $10.7K
|
113K
$11M
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
SELL
|
- |
-101- 3.49% |
$9.78K - $11K
|
2.8K
$274K
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-102- 3.76% |
$9.88K - $11.1K
|
2.61K
$256K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-110- 11.34% |
$10.7K - $12K
|
860
$84.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-110- 2.91% |
$10.7K - $12K
|
3.67K
$359K
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-111- 1.05% |
$10.7K - $12.1K
|
10.4K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-112- 0.54% |
$10.8K - $12.2K
|
20.6K
$2.02M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-116- 1.56% |
$11.2K - $12.6K
|
7.3K
$714K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-130- 2.02% |
$12.6K - $14.1K
|
6.31K
$617K
|
|
|
Nov 07, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-132- 0.08% |
$12.8K - $14.4K
|
157K
$15.4M
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
SELL
|
- |
-133- 0.34% |
$12.9K - $14.5K
|
39.1K
$3.82M
|
|
|
Oct 15, 2024
Q3 2024
|
Leisure Capital Management
|
SELL
|
- |
-133- 2.94% |
$12.9K - $14.5K
|
4.39K
$430K
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-133- 5.34% |
$12.9K - $14.5K
|
2.36K
$231K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-135- 4.07% |
$13.1K - $14.7K
|
3.18K
$312K
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-141- 6.22% |
$13.7K - $15.3K
|
2.13K
$208K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-146- 2.44% |
$14.1K - $15.9K
|
5.85K
$572K
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-147- 4.67% |
$14.2K - $16K
|
3K
$294K
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-149- 1.83% |
$14.4K - $16.2K
|
8.01K
$784K
|
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-152- 1.03% |
$14.7K - $16.5K
|
14.6K
$1.43M
|
|
|
Oct 02, 2024
Q3 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-153- 3.67% |
$14.8K - $16.6K
|
4.02K
$393K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-154- 4.0% |
$14.9K - $16.8K
|
3.69K
$362K
|