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 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
61+ 1.04% |
$5.91K - $6.63K
|
5.95K
$614K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
56+ 1.87% |
$5.42K - $6.09K
|
3.04K
$314K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
54+ 1.42% |
$5.23K - $5.87K
|
3.86K
$398K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
53New |
$5.13K - $5.76K
|
53
$5.47K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
51+ 0.53% |
$4.94K - $5.55K
|
9.76K
$1.01M
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
51New |
$4.94K - $5.55K
|
51
$5.26K
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
50+ 0.37% |
$4.84K - $5.44K
|
13.7K
$1.42M
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
50+ 1.95% |
$4.84K - $5.44K
|
2.62K
$270K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
49+ 1.5% |
$4.75K - $5.33K
|
3.32K
$342K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
49New |
$4.75K - $5.33K
|
49
$5.06K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
47+ 0.46% |
$4.55K - $5.11K
|
10.2K
$1.05M
|
|
|
Oct 21, 2024
Q3 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
46+ 0.16% |
$4.45K - $5K
|
29.1K
$3M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
46+ 1.04% |
$4.45K - $5K
|
4.47K
$461K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
42+ 11.54% |
$4.07K - $4.57K
|
406
$41.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
37+ 22.29% |
$3.58K - $4.02K
|
203
$21K
|
|
|
Nov 07, 2024
Q3 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
37+ 0.99% |
$3.58K - $4.02K
|
3.78K
$390K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
35+ 2.01% |
$3.39K - $3.81K
|
1.77K
$183K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
32New |
$3.1K - $3.48K
|
32
$3.3K
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
31New |
$3K - $3.37K
|
31
$3.2K
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
30+ 1.31% |
$2.91K - $3.26K
|
2.32K
$239K
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
24+ 3.38% |
$2.32K - $2.61K
|
735
$75.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
20+ 0.1% |
$1.94K - $2.18K
|
20.7K
$2.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Horan Securities, Inc.
|
BUY
|
- |
20+ 0.23% |
$1.94K - $2.18K
|
8.7K
$898K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
19+ 0.03% |
$1.84K - $2.07K
|
71.8K
$7.41M
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
BUY
|
- |
17+ 0.69% |
$1.65K - $1.85K
|
2.48K
$256K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
16New |
$1.55K - $1.74K
|
16
$1.65K
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
9+ 0.13% |
$872 - $979
|
6.69K
$690K
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
8+ 0.36% |
$775 - $870
|
2.24K
$231K
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
8+ 0.37% |
$775 - $870
|
2.18K
$225K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
7+ 1.26% |
$678 - $761
|
561
$57.9K
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
3+ 0.55% |
$291 - $326
|
545
$56.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.02% |
$291 - $326
|
16.8K
$1.74M
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
2+ 0.08% |
$194 - $218
|
2.64K
$273K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1New |
$96.8 - $109
|
1
$103
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-1- 0.02% |
$96.8 - $109
|
4.98K
$514K
|
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-3- 0.14% |
$291 - $326
|
2.16K
$222K
|
|
|
Nov 08, 2024
Q3 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-4- 11.43% |
$387 - $435
|
31
$3.2K
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
SELL
|
- |
-5- 0.09% |
$484 - $544
|
5.5K
$568K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-5- 0.11% |
$484 - $544
|
4.44K
$458K
|
|
|
Nov 05, 2024
Q3 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-5- 0.97% |
$484 - $544
|
513
$52.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-5- 0.03% |
$484 - $544
|
18K
$1.86M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-5- 0.32% |
$484 - $544
|
1.56K
$160K
|
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-6- 0.26% |
$581 - $653
|
2.29K
$236K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-6- 0.08% |
$581 - $653
|
7.74K
$799K
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-8- 0.15% |
$775 - $870
|
5.51K
$568K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-8- 0.15% |
$775 - $870
|
5.51K
$568K
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-12- 0.22% |
$1.16K - $1.31K
|
5.42K
$560K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-12- 0.09% |
$1.16K - $1.31K
|
13.8K
$1.43M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-19- 0.02% |
$1.84K - $2.07K
|
86.7K
$8.95M
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-19- 0.22% |
$1.84K - $2.07K
|
8.78K
$906K
|