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 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-449- 4.23% |
$43.5K - $48.8K
|
10.2K
$1.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-455- 2.69% |
$44.1K - $49.5K
|
16.5K
$1.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-463- 1.49% |
$44.8K - $50.4K
|
30.5K
$3.25M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-473- 3.97% |
$45.8K - $51.4K
|
11.4K
$1.22M
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-475- 34.95% |
$46K - $51.7K
|
884
$94K
|
|
|
Oct 21, 2024
Q3 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-480- 14.49% |
$46.5K - $52.2K
|
2.83K
$301K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-506- 6.37% |
$49K - $55K
|
7.44K
$791K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-516- 2.26% |
$50K - $56.1K
|
22.3K
$2.38M
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-524- 17.34% |
$50.7K - $57K
|
2.5K
$266K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-539- 8.34% |
$52.2K - $58.6K
|
5.93K
$630K
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-544- 1.2% |
$52.7K - $59.2K
|
44.9K
$4.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-547- 6.36% |
$53K - $59.5K
|
8.06K
$857K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-557- 27.08% |
$53.9K - $60.6K
|
1.5K
$160K
|
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-569- 21.29% |
$55.1K - $61.9K
|
2.1K
$224K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-570- 11.04% |
$55.2K - $62K
|
4.59K
$488K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-579- 1.38% |
$56.1K - $63K
|
41.4K
$4.41M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-579- 2.88% |
$56.1K - $63K
|
19.5K
$2.07M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-581- 7.21% |
$56.3K - $63.2K
|
7.48K
$796K
|
|
|
Dec 10, 2024
Q3 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-605- 7.27% |
$58.6K - $65.8K
|
7.72K
$821K
|
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-615- 6.73% |
$59.6K - $66.9K
|
8.53K
$907K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-619- 4.96% |
$59.9K - $67.3K
|
11.9K
$1.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-639- 1.88% |
$61.9K - $69.5K
|
33.3K
$3.54M
|
|
|
Oct 10, 2024
Q3 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-644- 7.92% |
$62.4K - $70K
|
7.49K
$796K
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-644- 2.91% |
$62.4K - $70K
|
21.5K
$2.29M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-645- 16.37% |
$62.5K - $70.2K
|
3.29K
$350K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-651- 6.67% |
$63K - $70.8K
|
9.12K
$970K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-658- 3.73% |
$63.7K - $71.6K
|
17K
$1.81M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-665- 0.83% |
$64.4K - $72.3K
|
79.1K
$8.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-665- 8.83% |
$64.4K - $72.3K
|
6.87K
$730K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-678- 2.46% |
$65.7K - $73.7K
|
26.9K
$2.86M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-686- 6.97% |
$66.4K - $74.6K
|
9.16K
$975K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-692- 11.86% |
$67K - $75.3K
|
5.14K
$547K
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-716- 18.15% |
$69.3K - $77.9K
|
3.23K
$343K
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-722- 11.82% |
$69.9K - $78.5K
|
5.39K
$573K
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-748- 4.63% |
$72.4K - $81.4K
|
15.4K
$1.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-750- 4.94% |
$72.6K - $81.6K
|
14.4K
$1.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-754- 6.92% |
$73K - $82K
|
10.1K
$1.08M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-755- 21.77% |
$73.1K - $82.1K
|
2.71K
$289K
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-764- 7.64% |
$74K - $83.1K
|
9.24K
$983K
|
|
|
Oct 25, 2024
Q3 2024
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-766- 1.14% |
$74.2K - $83.3K
|
66.5K
$7.07M
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-776- 9.7% |
$75.1K - $84.4K
|
7.23K
$769K
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-785- 10.2% |
$76K - $85.4K
|
6.91K
$735K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-792- 30.93% |
$76.7K - $86.1K
|
1.77K
$188K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-799- 13.52% |
$77.4K - $86.9K
|
5.11K
$543K
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-886- 15.1% |
$85.8K - $96.4K
|
4.98K
$530K
|
|
|
Nov 13, 2024
Q3 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-905- 3.9% |
$87.6K - $98.4K
|
22.3K
$2.37M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-932- 10.13% |
$90.3K - $101K
|
8.27K
$879K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-965- 8.03% |
$93.5K - $105K
|
11.1K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-981- 6.1% |
$95K - $107K
|
15.1K
$1.61M
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-984- 1.76% |
$95.3K - $107K
|
55.1K
$5.86M
|