Purchases and Sales Made in Q2 2024 in Msci Eafe Growth ETF (EFG)
This table provides information about the institutional ownership of Msci Eafe Growth ETF (EFG) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
152New |
$14.8K - $16.2K
|
152
$15.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
148+ 133.33% |
$14.4K - $15.7K
|
259
$26.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
147+ 3.66% |
$14.3K - $15.6K
|
4.16K
$433K
|
|
|
Jul 12, 2024
Q2 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
145+ 2.02% |
$14.1K - $15.4K
|
7.33K
$762K
|
|
|
Jul 26, 2024
Q2 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
144+ 1.28% |
$14K - $15.3K
|
11.4K
$1.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
142+ 12.91% |
$13.8K - $15.1K
|
1.24K
$129K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
133+ 8.85% |
$12.9K - $14.1K
|
1.64K
$170K
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
129+ 2.57% |
$12.5K - $13.7K
|
5.15K
$536K
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
126New |
$12.2K - $13.4K
|
126
$13.1K
|
|
|
Aug 02, 2024
Q2 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
125+ 0.84% |
$12.1K - $13.3K
|
15K
$1.56M
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
119+ 59.2% |
$11.6K - $12.6K
|
320
$33.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
114+ 3.12% |
$11.1K - $12.1K
|
3.77K
$391K
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
114New |
$11.1K - $12.1K
|
114
$11.8K
|
|
|
Aug 07, 2024
Q2 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
110+ 3.57% |
$10.7K - $11.7K
|
3.19K
$332K
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
108+ 0.16% |
$10.5K - $11.5K
|
69.3K
$7.2M
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
101New |
$9.81K - $10.7K
|
101
$10.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
100New |
$9.72K - $10.6K
|
100
$10.4K
|
|
|
Aug 07, 2024
Q2 2024
|
Athena Investment Management
|
BUY
|
- |
100+ 2.25% |
$9.72K - $10.6K
|
4.54K
$472K
|
|
|
Aug 09, 2024
Q2 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
99+ 1.2% |
$9.62K - $10.5K
|
8.34K
$867K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
89+ 2.0% |
$8.65K - $9.46K
|
4.53K
$471K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
86+ 1.68% |
$8.36K - $9.14K
|
5.22K
$542K
|
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
85+ 1.66% |
$8.26K - $9.03K
|
5.22K
$542K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
79+ 131.67% |
$7.68K - $8.39K
|
139
$14.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
77+ 0.88% |
$7.48K - $8.18K
|
8.87K
$922K
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
76+ 5.12% |
$7.38K - $8.08K
|
1.56K
$162K
|
|
|
Aug 12, 2024
Q2 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
70+ 0.87% |
$6.8K - $7.44K
|
8.1K
$842K
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
69+ 0.04% |
$6.7K - $7.33K
|
187K
$19.4M
|
|
|
Aug 09, 2024
Q2 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
67+ 2.29% |
$6.51K - $7.12K
|
2.99K
$310K
|
|
|
Aug 06, 2024
Q2 2024
|
Tap Consulting, LLC
|
BUY
|
- |
65+ 2.2% |
$6.32K - $6.91K
|
3.02K
$314K
|
|
|
Aug 14, 2024
Q2 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
65+ 1.19% |
$6.32K - $6.91K
|
5.52K
$573K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
59+ 1.41% |
$5.73K - $6.27K
|
4.26K
$443K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
55New |
$5.34K - $5.84K
|
55
$5.72K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
54+ 0.29% |
$5.25K - $5.74K
|
18.7K
$1.95M
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
53+ 0.87% |
$5.15K - $5.63K
|
6.15K
$639K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
47+ 42.73% |
$4.57K - $4.99K
|
157
$16.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
45+ 0.46% |
$4.37K - $4.78K
|
9.85K
$1.02M
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
45+ 0.78% |
$4.37K - $4.78K
|
5.84K
$606K
|
|
|
Jul 25, 2024
Q2 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
44+ 0.69% |
$4.28K - $4.68K
|
6.46K
$672K
|
|
|
Jul 15, 2024
Q2 2024
|
Pachira Investments Inc.
|
BUY
|
- |
43+ 0.86% |
$4.18K - $4.57K
|
5.02K
$521K
|
|
|
Aug 14, 2024
Q2 2024
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
41+ 0.54% |
$3.98K - $4.36K
|
7.63K
$793K
|
|
|
Aug 09, 2024
Q2 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
41+ 1.44% |
$3.98K - $4.36K
|
2.88K
$300K
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
41+ 0.76% |
$3.98K - $4.36K
|
5.44K
$565K
|
|
|
Aug 09, 2024
Q2 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
39+ 0.9% |
$3.79K - $4.14K
|
4.39K
$457K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
38+ 1.58% |
$3.69K - $4.04K
|
2.44K
$254K
|
|
|
Jul 18, 2024
Q2 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
38New |
$3.69K - $4.04K
|
38
$3.95K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
38New |
$3.69K - $4.04K
|
38
$3.95K
|
|
|
Jul 23, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
38+ 2.18% |
$3.69K - $4.04K
|
1.78K
$185K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
36+ 0.84% |
$3.5K - $3.83K
|
4.33K
$450K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
35New |
$3.4K - $3.72K
|
35
$3.64K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
34New |
$3.3K - $3.61K
|
34
$3.53K
|