Purchases and Sales Made in Q1 2024 in Msci Eafe Growth ETF (EFG)
This table provides information about the institutional ownership of Msci Eafe Growth ETF (EFG) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-82- 0.3% |
$7.69K - $8.6K
|
27.1K
$2.65M
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-84- 4.85% |
$7.88K - $8.81K
|
1.65K
$161K
|
|
|
Apr 19, 2024
Q1 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-88- 3.29% |
$8.25K - $9.23K
|
2.59K
$253K
|
|
|
Apr 15, 2024
Q1 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-89- 1.87% |
$8.35K - $9.33K
|
4.66K
$457K
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
SELL
|
- |
-90- 0.74% |
$8.44K - $9.44K
|
12K
$1.18M
|
|
|
Apr 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-91- 4.22% |
$8.53K - $9.54K
|
2.06K
$202K
|
|
|
May 08, 2024
Q1 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-98- 1.33% |
$9.19K - $10.3K
|
7.25K
$710K
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-100- 2.72% |
$9.38K - $10.5K
|
3.57K
$349K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-101- 8.56% |
$9.47K - $10.6K
|
1.08K
$106K
|
|
|
May 08, 2024
Q1 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-102- 4.38% |
$9.56K - $10.7K
|
2.23K
$218K
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-117- 3.45% |
$11K - $12.3K
|
3.28K
$321K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-126- 5.03% |
$11.8K - $13.2K
|
2.38K
$233K
|
|
|
Apr 25, 2024
Q1 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-126- 0.32% |
$11.8K - $13.2K
|
39.8K
$3.89M
|
|
|
Apr 25, 2024
Q1 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-127- 5.47% |
$11.9K - $13.3K
|
2.2K
$215K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-132- 2.84% |
$12.4K - $13.8K
|
4.52K
$443K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-135- 1.57% |
$12.7K - $14.2K
|
8.47K
$829K
|
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-139- 0.23% |
$13K - $14.6K
|
60.2K
$5.9M
|
|
|
May 06, 2024
Q1 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-140- 0.1% |
$13.1K - $14.7K
|
136K
$13.3M
|
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-143- 6.39% |
$13.4K - $15K
|
2.1K
$205K
|
|
|
Apr 19, 2024
Q1 2024
|
Pachira Investments Inc.
|
SELL
|
- |
-143- 2.8% |
$13.4K - $15K
|
4.97K
$487K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-148- 4.97% |
$13.9K - $15.5K
|
2.83K
$277K
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-148- 12.25% |
$13.9K - $15.5K
|
1.06K
$104K
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-160- 2.88% |
$15K - $16.8K
|
5.39K
$528K
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-168- 1.58% |
$15.8K - $17.6K
|
10.4K
$1.02M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-168- 1.34% |
$15.8K - $17.6K
|
12.4K
$1.21M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-171- 63.33% |
$16K - $17.9K
|
99
$9.69K
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-181- 0.63% |
$17K - $19K
|
28.3K
$2.77M
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-182- 5.04% |
$17.1K - $19.1K
|
3.43K
$336K
|
|
|
May 10, 2024
Q1 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-187- 5.01% |
$17.5K - $19.6K
|
3.54K
$347K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-189- 1.49% |
$17.7K - $19.8K
|
12.5K
$1.22M
|
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-199- 0.16% |
$18.7K - $20.9K
|
124K
$12.2M
|
|
|
May 13, 2024
Q1 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-209- 6.68% |
$19.6K - $21.9K
|
2.92K
$286K
|
|
|
May 13, 2024
Q1 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-219- 2.45% |
$20.5K - $23K
|
8.74K
$855K
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-222- 8.46% |
$20.8K - $23.3K
|
2.4K
$235K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-224- 1.47% |
$21K - $23.5K
|
15K
$1.47M
|
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-228- 8.49% |
$21.4K - $23.9K
|
2.46K
$241K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-236- 2.66% |
$22.1K - $24.7K
|
8.63K
$844K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-245- 1.25% |
$23K - $25.7K
|
19.4K
$1.9M
|
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-250- 4.74% |
$23.4K - $26.2K
|
5.03K
$492K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-278- 1.19% |
$26.1K - $29.1K
|
23.1K
$2.27M
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-280- 0.5% |
$26.3K - $29.4K
|
56.2K
$5.5M
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
SELL
|
- |
-285- 0.53% |
$26.7K - $29.9K
|
53.5K
$5.23M
|
|
|
Apr 23, 2024
Q1 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-287- 3.71% |
$26.9K - $30.1K
|
7.45K
$729K
|
|
|
Apr 22, 2024
Q1 2024
|
Cortland Associates Inc
|
SELL
|
- |
-292- 10.05% |
$27.4K - $30.6K
|
2.61K
$256K
|
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-296- 3.8% |
$27.8K - $31K
|
7.49K
$733K
|
|
|
May 06, 2024
Q1 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-297- 0.77% |
$27.8K - $31.1K
|
38.5K
$3.77M
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-300- 2.59% |
$28.1K - $31.5K
|
11.3K
$1.1M
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-313- 25.26% |
$29.4K - $32.8K
|
926
$90.6K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-324- 17.28% |
$30.4K - $34K
|
1.55K
$152K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-324- 8.25% |
$30.4K - $34K
|
3.61K
$353K
|