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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2024
Q1 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-823- 2.16% |
$77.2K - $86.3K
|
37.3K
$3.65M
|
|
|
May 10, 2024
Q1 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-832- 7.61% |
$78K - $87.2K
|
10.1K
$988K
|
|
|
Apr 15, 2024
Q1 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-833- 1.95% |
$78.1K - $87.3K
|
42K
$4.11M
|
|
|
May 06, 2024
Q1 2024
|
Leisure Capital Management
|
SELL
|
- |
-847- 15.78% |
$79.4K - $88.8K
|
4.52K
$443K
|
|
|
May 07, 2024
Q1 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-849- 9.35% |
$79.6K - $89K
|
8.24K
$806K
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-855- 5.62% |
$80.2K - $89.6K
|
14.3K
$1.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-886- 7.62% |
$83.1K - $92.9K
|
10.7K
$1.05M
|
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
SELL
|
- |
-904- 14.91% |
$84.8K - $94.8K
|
5.16K
$505K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-914- 20.91% |
$85.7K - $95.8K
|
3.46K
$339K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-935- 14.02% |
$87.7K - $98K
|
5.73K
$561K
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-980- 0.81% |
$91.9K - $103K
|
120K
$11.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-980- 7.62% |
$91.9K - $103K
|
11.9K
$1.16M
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-984- 31.88% |
$92.3K - $103K
|
2.1K
$206K
|
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-985- 30.54% |
$92.4K - $103K
|
2.24K
$219K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-993- 3.86% |
$93.1K - $104K
|
24.7K
$2.42M
|
|
|
Apr 18, 2024
Q1 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1K- 6.3% |
$93.8K - $105K
|
14.9K
$1.46M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.01K- 1.45% |
$94.6K - $106K
|
68.4K
$6.69M
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
SELL
|
- |
-1.01K- 1.08% |
$94.7K - $106K
|
92.1K
$9.02M
|
|
|
May 08, 2024
Q1 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-1.02K- 3.56% |
$95.2K - $106K
|
27.5K
$2.69M
|
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
SELL
|
- |
-1.04K- 10.65% |
$97.4K - $109K
|
8.72K
$853K
|
|
|
Aug 14, 2024
Q1 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-1.05K- 6.97% |
$98.1K - $110K
|
14K
$1.37M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.05K- 9.69% |
$98.7K - $110K
|
9.82K
$961K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.1K- 5.73% |
$104K - $116K
|
18.2K
$1.78M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.14K- 13.17% |
$107K - $119K
|
7.49K
$733K
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.14K- 12.25% |
$107K - $119K
|
8.14K
$797K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.18K- 1.77% |
$111K - $124K
|
65.5K
$6.41M
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.2K- 5.55% |
$112K - $125K
|
20.3K
$1.99M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.2K- 78.29% |
$112K - $126K
|
332
$32.5K
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-1.2K- 8.91% |
$112K - $126K
|
12.2K
$1.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-1.23K- 12.02% |
$115K - $129K
|
8.99K
$880K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-1.26K- 8.24% |
$118K - $132K
|
14K
$1.37M
|
|
|
Apr 26, 2024
Q1 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-1.26K- 6.19% |
$118K - $132K
|
19K
$1.86M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.28K- 4.9% |
$120K - $134K
|
24.8K
$2.42M
|
|
|
May 08, 2024
Q1 2024
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-1.29K- 1.48% |
$121K - $135K
|
85.9K
$8.41M
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.33K- 25.5% |
$124K - $139K
|
3.88K
$379K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.33K- 0.93% |
$125K - $140K
|
142K
$13.9M
|
|
|
May 03, 2024
Q1 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-1.35K- 21.09% |
$127K - $142K
|
5.05K
$495K
|
|
|
Apr 18, 2024
Q1 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-1.36K- 29.18% |
$128K - $143K
|
3.31K
$324K
|
|
|
May 14, 2024
Q1 2024
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-1.4K- 1.24% |
$131K - $147K
|
111K
$10.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.42K- 34.87% |
$133K - $149K
|
2.66K
$260K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.46K- 0.72% |
$137K - $153K
|
200K
$19.6M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.47K- 18.49% |
$138K - $154K
|
6.5K
$636K
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-1.48K- 0.59% |
$139K - $156K
|
251K
$24.6M
|
|
|
May 15, 2024
Q1 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-1.52K- 9.26% |
$142K - $159K
|
14.9K
$1.46M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-1.59K- 67.47% |
$149K - $166K
|
765
$74.9K
|
|
|
May 09, 2024
Q1 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-1.6K- 3.33% |
$150K - $167K
|
46.3K
$4.54M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.65K- 7.62% |
$154K - $172K
|
19.9K
$1.95M
|
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1.71K- 5.02% |
$160K - $179K
|
32.3K
$3.16M
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.79K- 7.14% |
$168K - $188K
|
23.3K
$2.28M
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.84K- 36.07% |
$172K - $193K
|
3.25K
$319K
|