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 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-141- 6.22% |
$13.7K - $15.3K
|
2.13K
$226K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-146- 2.44% |
$14.1K - $15.9K
|
5.85K
$622K
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-147- 4.67% |
$14.2K - $16K
|
3K
$320K
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-149- 1.83% |
$14.4K - $16.2K
|
8.01K
$852K
|
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-152- 1.03% |
$14.7K - $16.5K
|
14.6K
$1.55M
|
|
|
Oct 02, 2024
Q3 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-153- 3.67% |
$14.8K - $16.6K
|
4.02K
$427K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-154- 4.0% |
$14.9K - $16.8K
|
3.69K
$393K
|
|
|
Oct 22, 2024
Q3 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-159- 45.82% |
$15.4K - $17.3K
|
188
$20K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-161- 3.69% |
$15.6K - $17.5K
|
4.2K
$447K
|
|
|
Nov 05, 2024
Q3 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-165- 0.81% |
$16K - $17.9K
|
20.2K
$2.15M
|
|
|
Nov 04, 2024
Q3 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-165- 1.65% |
$16K - $17.9K
|
9.85K
$1.05M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-165- 14.72% |
$16K - $17.9K
|
956
$102K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-179- 4.47% |
$17.3K - $19.5K
|
3.83K
$407K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-181- 3.25% |
$17.5K - $19.7K
|
5.38K
$572K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-183- 7.5% |
$17.7K - $19.9K
|
2.26K
$240K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-191- 7.5% |
$18.5K - $20.8K
|
2.36K
$251K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-200- 4.01% |
$19.4K - $21.8K
|
4.79K
$509K
|
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-210- 4.58% |
$20.3K - $22.8K
|
4.37K
$465K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-213- 4.82% |
$20.6K - $23.2K
|
4.21K
$448K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-215- 0.82% |
$20.8K - $23.4K
|
26.1K
$2.78M
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-230- 10.38% |
$22.3K - $25K
|
1.99K
$211K
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-231- 8.72% |
$22.4K - $25.1K
|
2.42K
$257K
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-231- 5.34% |
$22.4K - $25.1K
|
4.1K
$436K
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-245- 3.1% |
$23.7K - $26.6K
|
7.66K
$815K
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
SELL
|
- |
-250- 2.94% |
$24.2K - $27.2K
|
8.26K
$878K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-252- 1.01% |
$24.4K - $27.4K
|
24.6K
$2.62M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-256- 1.37% |
$24.8K - $27.8K
|
18.5K
$1.96M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-258- 1.98% |
$25K - $28.1K
|
12.7K
$1.36M
|
|
|
Oct 21, 2024
Q3 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-269- 6.55% |
$26K - $29.3K
|
3.84K
$408K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-275- 0.58% |
$26.6K - $29.9K
|
46.9K
$4.99M
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-281- 0.8% |
$27.2K - $30.6K
|
34.6K
$3.68M
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-291- 8.04% |
$28.2K - $31.7K
|
3.33K
$354K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-311- 93.67% |
$30.1K - $33.8K
|
21
$2.23K
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-315- 1.85% |
$30.5K - $34.3K
|
16.7K
$1.78M
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
SELL
|
- |
-325- 9.81% |
$31.5K - $35.4K
|
2.99K
$318K
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Corp
|
SELL
|
- |
-330- 15.06% |
$32K - $35.9K
|
1.86K
$198K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-336- 0.44% |
$32.5K - $36.5K
|
75.4K
$8.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-336- 8.44% |
$32.5K - $36.5K
|
3.64K
$388K
|
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-343- 7.41% |
$33.2K - $37.3K
|
4.29K
$456K
|
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-354- 2.6% |
$34.3K - $38.5K
|
13.3K
$1.41M
|
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-359- 1.85% |
$34.8K - $39K
|
19K
$2.02M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-378- 1.17% |
$36.6K - $41.1K
|
31.9K
$3.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-386- 0.48% |
$37.4K - $42K
|
79.8K
$8.49M
|
|
|
Nov 05, 2024
Q3 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-391- 0.29% |
$37.9K - $42.5K
|
136K
$14.4M
|
|
|
Feb 04, 2025
Q3 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-399- 12.74% |
$38.6K - $43.4K
|
2.73K
$291K
|
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
SELL
|
- |
-410- 4.04% |
$39.7K - $44.6K
|
9.75K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-410- 3.72% |
$39.7K - $44.6K
|
10.6K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-414- 2.78% |
$40.1K - $45K
|
14.5K
$1.54M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-424- 10.07% |
$41.1K - $46.1K
|
3.79K
$403K
|
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-448- 15.54% |
$43.4K - $48.7K
|
2.43K
$259K
|