Who owns iShares MSCI EAFE Growth Index?
- Ticker: EFG
- CUSIP Number: 464288885
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Analyze quarterly positions in iShares MSCI EAFE Growth Index with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold iShares MSCI EAFE Growth Index this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Envestnet Asset Management | 25M | $2.7B | -5% | Sep 2024 |
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Jones Financial Companies, L.L | 7.7M | $830M | 1% | Sep 2024 |
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LPL Financial | 6.3M | $676M | -5% | Sep 2024 |
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Jpmorgan Chase & Co | 5.9M | $638M | -4% | Sep 2024 |
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Axiom Advisory | 5.4M | $563M | 9% | Sep 2024 |
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Morgan Stanley | 4.7M | $479M | 24% | Jun 2024 |
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Bank of America Corporation | 4.3M | $467M | -2% | Sep 2024 |
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Envestnet Portfolio Solutions | 3.5M | $380M | -6% | Sep 2024 |
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BlackRock | 3.3M | $340M | 71% | Jun 2024 |
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CWM | 2.5M | $273M | -8% | Sep 2024 |
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Park Avenue Securities | 2.4M | $257M | -10% | Sep 2024 |
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BlackRock | 2.3M | $252M | 100% | Sep 2024 |
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Mml Investors Services | 1.7M | $183M | -5% | Sep 2024 |
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Us Bancorp | 1.6M | $176M | -8% | Sep 2024 |
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Cetera Investment Advisers | 1.5M | $158M | 46% | Jun 2024 |
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Janney Montgomery Scott | 1.4M | $150M | -7% | Sep 2024 |
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Facet Wealth | 1.4M | $137M | 9% | Sep 2024 |
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Wells Fargo & Company | 1.3M | $143M | 0% | Sep 2024 |
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Resources Investment Advisors | 1.3M | $135M | -8% | Sep 2024 |
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Bank of New York Mellon | 1.2M | $131M | -3% | Sep 2024 |
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Pnc Financial Services | 1.2M | $128M | -4% | Sep 2024 |
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Sanctuary Advisors | 1.2M | $114M | 74% | Sep 2024 |
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Jane Street | 835k | $90M | 18989% | Sep 2024 |
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JB Capital | 771k | $83M | -6% | Sep 2024 |
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AE Wealth Management | 758k | $82M | 2% | Sep 2024 |
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Commonwealth Equity Services | 749k | $81M | -8% | Sep 2024 |
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M^T Bank Corporation | 738k | $79M | -7% | Sep 2024 |
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United Capital Financial Advisers | 706k | $76M | -9% | Sep 2024 |
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Foundations Investment Advisors | 676k | $73M | -1% | Sep 2024 |
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Goss Wealth Management | 658k | $67M | 88% | Jun 2024 |
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Northwestern Mutual Wealth Management Company | 640k | $69M | 15% | Sep 2024 |
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Thrivent Financial for Lutherans | 613k | $66M | 11% | Sep 2024 |
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Stifel Financial | 558k | $57M | 46% | Jun 2024 |
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Beacon Pointe Advisors | 510k | $55M | -2% | Sep 2024 |
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Colony | 485k | $52M | -36% | Sep 2024 |
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Austin Private Wealth | 477k | $51M | -1% | Sep 2024 |
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Kestra Investment Management | 462k | $50M | 22% | Sep 2024 |
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Advisor Group Holdings | 445k | $48M | 28% | Sep 2024 |
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Branch Banking & Trust Company | 445k | $46M | 32% | Jun 2024 |
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Quent Capital | 432k | $47M | 1% | Sep 2024 |
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Baker Avenue Asset Management | 432k | $47M | 5% | Sep 2024 |
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Integrated Wealth Concepts | 432k | $47M | 6% | Sep 2024 |
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Financial Synergies Wealth Advisors | 427k | $46M | 2% | Sep 2024 |
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Eastern Bank | 421k | $45M | 100% | Sep 2024 |
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Goldman Sachs Group | 419k | $43M | -2% | Jun 2024 |
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CFS Investment Advisory Services | 396k | $43M | -7% | Sep 2024 |
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Financial Advisory Service | 396k | $43M | 2% | Sep 2024 |
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Mariner Wealth Advisors | 396k | $43M | 1% | Sep 2024 |
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H D Vest Advisory Services | 385k | $39M | 22% | Jun 2024 |
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EP Wealth Advisors | 377k | $41M | -8% | Sep 2024 |
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Kestra Advisory Services | 372k | $40M | -19% | Sep 2024 |
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Atria Wealth Solutions | 369k | $40M | -3% | Sep 2024 |
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Raymond James & Associates | 354k | $38M | -1% | Sep 2024 |
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HTLF Bank | 348k | $38M | 1% | Sep 2024 |
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Tiaa Trust, National Association | 334k | $34M | 22% | Jun 2024 |
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Cary Street Partner Investment Advisory | 324k | $35M | 4% | Sep 2024 |
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Atria Investments | 319k | $34M | -8% | Sep 2024 |
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McKinley Carter Wealth Services | 316k | $34M | 13% | Sep 2024 |
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Octavia Wealth Advisors | 300k | $32M | 7% | Sep 2024 |
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Advocacy Wealth Management Services | 299k | $32M | -13% | Sep 2024 |
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Cambridge Investment Research Advisors | 296k | $32M | -1% | Sep 2024 |
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Bank Of Oklahoma National Association / | 294k | $31M | -1% | Sep 2024 |
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Royal Bank of Canada | 293k | $32M | 16% | Sep 2024 |
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Icon Wealth Advisors | 290k | $31M | 34% | Sep 2024 |
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Change Path | 278k | $30M | 40% | Sep 2024 |
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CI Private Wealth | 275k | $30M | -3% | Sep 2024 |
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NBT Bank | 262k | $28M | 5% | Sep 2024 |
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Mcmorgan & Co | 240k | $26M | -3% | Sep 2024 |
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Captrust Financial Advisors | 237k | $26M | 2% | Sep 2024 |
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HighTower Advisors | 236k | $24M | 6% | Jun 2024 |
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MA Private Wealth | 235k | $25M | 2% | Sep 2024 |
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Mercer Global Advisors | 232k | $24M | -7% | Jun 2024 |
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Covenant Partners | 231k | $25M | -3% | Sep 2024 |
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Raymond James Financial Services Advisors | 226k | $24M | 4% | Sep 2024 |
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Cassaday & Co Wealth Management | 222k | $24M | -18% | Sep 2024 |
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Country Club Bank | 218k | $22M | -13% | Jun 2024 |
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Cardinal Strategic Wealth Guidance | 211k | $23M | -4% | Sep 2024 |
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RTD Financial Advisors | 206k | $22M | 0% | Sep 2024 |
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National Asset Management | 204k | $22M | -17% | Sep 2024 |
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Meridian Wealth Partners | 200k | $22M | 100% | Sep 2024 |
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Sharkey, Howes & Javer | 197k | $21M | -7% | Sep 2024 |
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Stone House Investment Management | 195k | $21M | 58% | Sep 2024 |
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Horst & Graben Wealth Management | 193k | $21M | -4% | Sep 2024 |
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Steel Peak Wealth Management | 192k | $21M | -5% | Sep 2024 |
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High Falls Advisors | 190k | $21M | -9% | Sep 2024 |
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Pathstone Holdings | 183k | $20M | 1% | Sep 2024 |
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Strategic Blueprint | 179k | $19M | -1% | Sep 2024 |
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Natixis Asset Management Advisors | 175k | $19M | -4% | Sep 2024 |
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West Wealth Group | 171k | $18M | 4% | Sep 2024 |
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Farther Finance Advisors | 169k | $18M | 14% | Sep 2024 |
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Ronald Blue Trust | 168k | $17M | 62% | Sep 2024 |
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Orion Portfolio Solutions | 165k | $18M | 39% | Sep 2024 |
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Consilio Wealth Advisors | 164k | $18M | 8% | Sep 2024 |
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Shakespeare Wealth Management | 161k | $17M | -19% | Sep 2024 |
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Pettinga Financial Advisors | 157k | $17M | -12% | Sep 2024 |
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Wealth Enhancement Advisory Services | 156k | $16M | 1% | Jun 2024 |
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Fountainhead AM | 156k | $17M | 7% | Sep 2024 |
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Spectrum Wealth Counsel | 155k | $17M | 0% | Sep 2024 |
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One Wealth Advisors | 153k | $16M | -6% | Sep 2024 |
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Affinity Capital Advisors | 150k | $16M | 16% | Sep 2024 |
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Invst | 148k | $16M | -39% | Sep 2024 |
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UMA Financial Services | 148k | $15M | -2% | Sep 2024 |
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Greenleaf Trust | 147k | $16M | 2% | Sep 2024 |
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Flow Traders US | 146k | $16M | 191% | Sep 2024 |
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Stonebrook Private | 144k | $16M | 30% | Sep 2024 |
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Staley Capital Advisers | 139k | $15M | 2% | Sep 2024 |
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Scarborough Advisors | 137k | $15M | 100% | Sep 2024 |
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Wakefield Asset Management L | 136k | $15M | 0% | Sep 2024 |
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Keebeck Wealth Management | 135k | $14M | 18% | Jun 2024 |
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Keystone Financial Services | 130k | $14M | -9% | Sep 2024 |
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Susquehanna International | 129k | $14M | 100% | Sep 2024 |
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Adviser Investments | 129k | $14M | -31% | Sep 2024 |
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Perigon Wealth Management | 129k | $14M | 5% | Sep 2024 |
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TNF | 129k | $13M | -1% | Sep 2024 |
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Steward Partners Investment Advisory | 128k | $13M | 38% | Jun 2024 |
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William Blair $ Company | 127k | $14M | -3% | Sep 2024 |
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Checchi Capital Advisers | 125k | $14M | -2% | Sep 2024 |
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Cypress Wealth Services | 121k | $13M | -4% | Sep 2024 |
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Bedel Financial Consulting | 119k | $13M | -2% | Sep 2024 |
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Lineweaver Wealth Advisors | 116k | $13M | 4% | Sep 2024 |
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ONE Advisory Partners | 114k | $12M | -8% | Sep 2024 |
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Regimen Wealth | 112k | $12M | 1% | Jun 2024 |
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Koss-Olinger Consulting | 109k | $12M | 1% | Sep 2024 |
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 108k | $12M | 20% | Sep 2024 |
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PAX Financial Group | 108k | $11M | 57% | Jun 2024 |
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Gratus Capital | 106k | $11M | 4% | Jun 2024 |
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Summit X | 105k | $11M | -5% | Sep 2024 |
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Private Portfolio Partners | 104k | $11M | 100% | Sep 2024 |
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Wealth Alliance | 103k | $11M | -15% | Sep 2024 |
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Maia Wealth | 101k | $10M | 8% | Sep 2024 |
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Kestra Private Wealth Services | 101k | $11M | 28% | Sep 2024 |
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TSA Wealth Managment | 100k | $11M | -14% | Sep 2024 |
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Pacific Life Fund Advisors | 100k | $11M | -67% | Sep 2024 |
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Brookstone Capital Management | 99k | $11M | -2% | Sep 2024 |
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Financial Life Advisors | 97k | $11M | 4% | Sep 2024 |
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RFG Advisory | 96k | $10M | -23% | Sep 2024 |
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Mill Creek Capital Advisors | 96k | $10M | 0% | Sep 2024 |
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BCJ Capital Management | 95k | $9.7M | 56% | Jun 2024 |
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Savvy Advisors | 95k | $10M | 186% | Sep 2024 |
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Moneta Group Investment Advisors | 94k | $10M | -12% | Sep 2024 |
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Private Advisor | 93k | $10M | 45% | Sep 2024 |
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Proequities | 92k | $9.9B | -8% | Sep 2024 |
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Monticello Wealth Management | 90k | $9.3M | 30% | Sep 2024 |
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Snowden Capital Advisors | 90k | $9.6M | -5% | Sep 2024 |
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Johnson Investment Counsel | 88k | $9.5M | 8% | Sep 2024 |
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Watershed Private Wealth | 88k | $9.4M | -3% | Sep 2024 |
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Regal Investment Advisors | 87k | $9.3M | 18% | Sep 2024 |
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FTB Advisors | 87k | $9.3M | 0% | Sep 2024 |
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Advisory Services Network | 86k | $8.8M | 0% | Sep 2024 |
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Emerald Investment Partners | 86k | $9.3M | -4% | Sep 2024 |
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Key FInancial | 85k | $9.2M | -4% | Sep 2024 |
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Simplicity Wealth | 80k | $8.6M | -11% | Sep 2024 |
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Alera Investment Advisors | 78k | $7.9M | -63% | Jun 2024 |
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Merit Financial Group | 77k | $8.3M | -28% | Sep 2024 |
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Commerce Bank N A | 61k | $6.6M | -64% | Sep 2024 |
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Liberty Wealth Management | 47k | $5.0M | -78% | Sep 2024 |
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Old Mission Capital | 16k | $1.7M | -89% | Jun 2024 |
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Strategic Financial Concepts | 4.7k | $503k | -99% | Sep 2024 |
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Who sold out of iShares MSCI EAFE Growth Index?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
NSI Retail Advisors | Mar 2024 | 128k | $13M |
CSM Advisors | Mar 2024 | 128k | $13M |
Dynasty Wealth Management | Jun 2024 | 125k | $13M |