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
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
831+ 9.84% |
$80.5K - $90.4K
|
9.28K
$987K
|
|
|
Oct 28, 2024
Q3 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
826+ 2.04% |
$80K - $89.8K
|
41.3K
$4.39M
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
819New |
$79.3K - $89.1K
|
819
$87.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
796+ 1.72% |
$77.1K - $86.6K
|
47K
$5M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
783+ 3.77% |
$75.8K - $85.2K
|
21.6K
$2.29M
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
BUY
|
- |
772New |
$74.8K - $84K
|
772
$82.1K
|
|
|
Oct 09, 2024
Q3 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
759+ 2.88% |
$73.5K - $82.6K
|
27.1K
$2.89M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
759+ 4.88% |
$73.5K - $82.6K
|
16.3K
$1.74M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
740+ 3.79% |
$71.7K - $80.5K
|
20.3K
$2.16M
|
|
|
Dec 03, 2024
Q3 2024
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
739+ 3.13% |
$71.6K - $80.4K
|
24.4K
$2.59M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
739+ 12.81% |
$71.6K - $80.4K
|
6.51K
$692K
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
BUY
|
- |
723+ 10.4% |
$70K - $78.6K
|
7.68K
$816K
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
700+ 20.63% |
$67.8K - $76.1K
|
4.09K
$435K
|
|
|
Jan 21, 2025
Q3 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
677+ 5.32% |
$65.6K - $73.6K
|
13.4K
$1.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
675+ 9.97% |
$65.4K - $73.4K
|
7.45K
$792K
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
670+ 0.62% |
$64.9K - $72.9K
|
109K
$11.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
668+ 2.41% |
$64.7K - $72.7K
|
28.4K
$3.02M
|
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
661+ 0.32% |
$64K - $71.9K
|
206K
$21.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
650+ 1.38% |
$62.9K - $70.7K
|
47.6K
$5.06M
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
641+ 29.61% |
$62.1K - $69.7K
|
2.81K
$298K
|
|
|
Feb 10, 2025
Q3 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
603+ 8.36% |
$58.4K - $65.6K
|
7.81K
$831K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
580+ 4.91% |
$56.2K - $63.1K
|
12.4K
$1.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
579+ 0.85% |
$56.1K - $63K
|
68.7K
$7.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
559+ 5.03% |
$54.1K - $60.8K
|
11.7K
$1.24M
|
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
555+ 1.23% |
$53.7K - $60.4K
|
45.7K
$4.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
545+ 5.03% |
$52.8K - $59.3K
|
11.4K
$1.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
544+ 2.62% |
$52.7K - $59.2K
|
21.3K
$2.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
543+ 14.46% |
$52.6K - $59.1K
|
4.3K
$457K
|
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
539+ 30.25% |
$52.2K - $58.6K
|
2.32K
$247K
|
|
|
Oct 29, 2024
Q3 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
533+ 6.91% |
$51.6K - $58K
|
8.25K
$877K
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
532+ 5.89% |
$51.5K - $57.9K
|
9.56K
$1.02M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
498+ 1.21% |
$48.2K - $54.2K
|
41.7K
$4.44M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
491+ 8.91% |
$47.5K - $53.4K
|
6K
$639K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
491+ 5.43% |
$47.5K - $53.4K
|
9.54K
$1.01M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
489+ 5.9% |
$47.4K - $53.2K
|
8.78K
$934K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
488+ 12.15% |
$47.3K - $53.1K
|
4.51K
$479K
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
476+ 9.03% |
$46.1K - $51.8K
|
5.75K
$611K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
472New |
$45.7K - $51.3K
|
472
$50.2K
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
443+ 7.16% |
$42.9K - $48.2K
|
6.63K
$706K
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
420+ 1.59% |
$40.7K - $45.7K
|
26.9K
$2.86M
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
406+ 1.34% |
$39.3K - $44.2K
|
30.8K
$3.27M
|
|
|
Nov 07, 2024
Q3 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
393+ 2.51% |
$38.1K - $42.7K
|
16K
$1.71M
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
390+ 2.82% |
$37.8K - $42.4K
|
14.2K
$1.51M
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
381+ 12.59% |
$36.9K - $41.4K
|
3.41K
$362K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
365New |
$35.3K - $39.7K
|
365
$38.8K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
338+ 49.42% |
$32.7K - $36.8K
|
1.02K
$109K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
334+ 0.43% |
$32.3K - $36.3K
|
77.9K
$8.28M
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
332+ 3.81% |
$32.2K - $36.1K
|
9.06K
$963K
|
|
|
Nov 12, 2024
Q3 2024
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
327+ 4.28% |
$31.7K - $35.6K
|
7.96K
$847K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
300+ 2.66% |
$29.1K - $32.6K
|
11.6K
$1.23M
|