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 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-1.88K- 6.74% |
$176K - $197K
|
26K
$2.55M
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.9K- 8.06% |
$178K - $199K
|
21.7K
$2.12M
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1.96K- 31.53% |
$183K - $205K
|
4.25K
$416K
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-2.01K- 34.49% |
$188K - $210K
|
3.81K
$373K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.01K- 30.24% |
$188K - $210K
|
4.63K
$453K
|
|
|
Nov 01, 2024
Q1 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-2.07K- 27.77% |
$194K - $217K
|
5.38K
$527K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.08K- 23.32% |
$195K - $218K
|
6.85K
$670K
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-2.2K- 2.79% |
$207K - $231K
|
76.7K
$7.51M
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-2.22K- 16.85% |
$208K - $233K
|
11K
$1.07M
|
|
|
Apr 17, 2024
Q1 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-2.3K- 2.57% |
$216K - $242K
|
87.3K
$8.55M
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-2.54K- 80.39% |
$238K - $266K
|
619
$60.6K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-2.57K- 5.8% |
$241K - $269K
|
41.7K
$4.09M
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-2.81K- 47.99% |
$263K - $294K
|
3.04K
$298K
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-2.81K- 4.15% |
$263K - $294K
|
64.8K
$6.34M
|
|
|
May 13, 2024
Q1 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-3.02K- 9.83% |
$283K - $317K
|
27.7K
$2.71M
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-3.02K- 23.16% |
$283K - $317K
|
10K
$982K
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-3.13K- 30.54% |
$294K - $329K
|
7.13K
$698K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-3.2K- 6.19% |
$300K - $335K
|
48.4K
$4.74M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.25K- 5.61% |
$305K - $341K
|
54.7K
$5.36M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.27K- 2.51% |
$307K - $343K
|
127K
$12.4M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.46KClosed |
$324K - $363K
|
0
$0
|
|
|
May 06, 2024
Q1 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-3.48K- 26.65% |
$326K - $365K
|
9.57K
$937K
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-3.5K- 59.77% |
$328K - $366K
|
2.35K
$230K
|
|
|
May 06, 2024
Q1 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-3.51K- 8.64% |
$329K - $368K
|
37.1K
$3.63M
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-3.51K- 1.26% |
$330K - $368K
|
275K
$26.9M
|
|
|
May 15, 2024
Q1 2024
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-3.65K- 6.3% |
$342K - $383K
|
54.3K
$5.31M
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-3.81K- 36.93% |
$357K - $399K
|
6.5K
$637K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-3.87K- 6.2% |
$363K - $406K
|
58.5K
$5.73M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-4.07K- 16.25% |
$382K - $427K
|
21K
$2.05M
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
SELL
|
- |
-4.1K- 24.36% |
$384K - $430K
|
12.7K
$1.25M
|
|
|
May 08, 2024
Q1 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-4.1K- 5.15% |
$385K - $430K
|
75.5K
$7.39M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-4.16K- 33.0% |
$390K - $437K
|
8.45K
$827K
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-4.22K- 3.49% |
$396K - $442K
|
117K
$11.4M
|
|
|
Apr 11, 2024
Q1 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-4.31K- 14.43% |
$405K - $452K
|
25.6K
$2.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.35K- 2.72% |
$408K - $456K
|
155K
$15.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-4.48K- 1.76% |
$420K - $470K
|
250K
$24.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-4.5K- 24.01% |
$422K - $471K
|
14.2K
$1.39M
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-4.5K- 38.65% |
$422K - $472K
|
7.15K
$700K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-4.53K- 19.05% |
$425K - $475K
|
19.2K
$1.88M
|
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-4.54K- 15.34% |
$425K - $476K
|
25K
$2.45M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-4.54K- 39.09% |
$426K - $476K
|
7.08K
$693K
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Life Advisors
|
SELL
|
- |
-4.56K- 4.76% |
$427K - $478K
|
91.2K
$8.93M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-4.71K- 58.02% |
$442K - $494K
|
3.41K
$334K
|
|
|
Apr 15, 2024
Q1 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-4.73K- 20.46% |
$444K - $496K
|
18.4K
$1.8M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.82K- 19.37% |
$452K - $506K
|
20.1K
$1.97M
|
|
|
May 31, 2024
Q1 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
SELL
|
- |
-4.88K- 18.31% |
$457K - $511K
|
21.8K
$2.13M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-4.89K- 6.91% |
$459K - $513K
|
65.9K
$6.45M
|
|
|
Apr 23, 2024
Q1 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-4.92K- 53.7% |
$461K - $515K
|
4.24K
$415K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
SELL
|
- |
-5.01K- 10.83% |
$470K - $525K
|
41.2K
$4.04M
|
|
|
May 15, 2024
Q1 2024
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-5.05K- 1.7% |
$474K - $529K
|
292K
$28.5M
|