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 30, 2024
Q1 2024
|
Jb Capital LLC
|
BUY
|
- |
38.4K+ 8.69% |
$3.6M - $4.02M
|
480K
$47M
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
36.5KNew |
$3.42M - $3.82M
|
36.5K
$3.57M
|
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
35.9KNew |
$3.37M - $3.77M
|
35.9K
$3.52M
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
BUY
|
- |
35.7KNew |
$3.35M - $3.74M
|
35.7K
$3.49M
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
34.6K+ 9.24% |
$3.24M - $3.62M
|
409K
$40M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
32.8K+ 193.82% |
$3.07M - $3.44M
|
49.7K
$4.86M
|
|
|
Aug 02, 2024
Q1 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
31.2KNew |
$2.93M - $3.28M
|
31.2K
$3.06M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
31.2KNew |
$2.93M - $3.27M
|
31.2K
$3.06M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
31.1K+ 4.96% |
$2.92M - $3.26M
|
659K
$64.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
30.6KNew |
$2.87M - $3.21M
|
30.6K
$3M
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
28.4K+ 9.65% |
$2.66M - $2.98M
|
322K
$31.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
28.3KNew |
$2.65M - $2.97M
|
28.3K
$2.77M
|
|
|
May 15, 2024
Q1 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
27KNew |
$2.53M - $2.83M
|
27K
$2.64M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
26.8K+ 8.09% |
$2.51M - $2.81M
|
358K
$35M
|
|
|
May 01, 2024
Q1 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
26.5K+ 130.8% |
$2.48M - $2.78M
|
46.7K
$4.57M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
24.3K+ 13.13% |
$2.28M - $2.55M
|
210K
$20.5M
|
|
|
Apr 17, 2024
Q1 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
22.5K+ 670.65% |
$2.11M - $2.36M
|
25.9K
$2.53M
|
|
|
Apr 12, 2024
Q1 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
20.9K+ 19.19% |
$1.96M - $2.19M
|
130K
$12.7M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
20.8K+ 22.82% |
$1.95M - $2.18M
|
112K
$11M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
20.6K+ 5.68% |
$1.93M - $2.16M
|
383K
$37.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
19.7K+ 70.65% |
$1.85M - $2.07M
|
47.6K
$4.66M
|
|
|
May 15, 2024
Q1 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
19.2K+ 51.52% |
$1.8M - $2.02M
|
56.5K
$5.54M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
19.1K+ 7.95% |
$1.79M - $2.01M
|
260K
$25.4M
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
18.8K+ 98.86% |
$1.76M - $1.97M
|
37.8K
$3.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
18.7K+ 4.79% |
$1.76M - $1.96M
|
410K
$40.1M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
18.3K+ 4.51% |
$1.72M - $1.92M
|
425K
$41.6M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
17.5K+ 8.81% |
$1.64M - $1.84M
|
216K
$21.2M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
16.5K+ 1.24% |
$1.54M - $1.73M
|
1.35M
$132M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
15.2K+ 27.36% |
$1.43M - $1.6M
|
70.9K
$6.94M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13.5K+ 4.01% |
$1.26M - $1.41M
|
350K
$34.2M
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
13.5KNew |
$1.26M - $1.41M
|
13.5K
$1.32M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
13.2K+ 28.15% |
$1.24M - $1.39M
|
60.2K
$5.9M
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
13.1K+ 6.45% |
$1.23M - $1.37M
|
216K
$21.2M
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
12.8K+ 16.21% |
$1.2M - $1.34M
|
91.9K
$9M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
12.5K+ 3.86% |
$1.18M - $1.32M
|
337K
$33M
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
12.3K+ 3.06% |
$1.15M - $1.29M
|
413K
$40.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
12K+ 14.63% |
$1.13M - $1.26M
|
94.4K
$9.24M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
11.8K+ 30.62% |
$1.11M - $1.24M
|
50.5K
$4.94M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
11.7K+ 108.58% |
$1.09M - $1.22M
|
22.4K
$2.19M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
11.5K+ 16.58% |
$1.08M - $1.21M
|
81K
$7.93M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
11.4K+ 15.21% |
$1.07M - $1.19M
|
86.3K
$8.45M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
11.1K+ 2.29% |
$1.05M - $1.17M
|
497K
$48.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Ma Private Wealth
|
BUY
|
- |
11K+ 5.01% |
$1.04M - $1.16M
|
232K
$22.7M
|
|
|
May 13, 2024
Q1 2024
|
First American Trust, Fsb
|
BUY
|
- |
10.8K+ 329.0% |
$1.01M - $1.13M
|
14K
$1.37M
|
|
|
Apr 30, 2024
Q1 2024
|
Empire Life Investments Inc.
|
BUY
|
- |
10.6K+ 61.14% |
$994K - $1.11M
|
27.9K
$2.73M
|
|
|
Apr 09, 2024
Q1 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
10.4K+ 162.58% |
$974K - $1.09M
|
16.8K
$1.64M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
10.4K+ 3.94% |
$973K - $1.09M
|
274K
$26.8M
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
10.2K+ 15.53% |
$954K - $1.07M
|
75.7K
$7.41M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
10.1KNew |
$947K - $1.06M
|
10.1K
$989K
|
|
|
May 15, 2024
Q1 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
9.81KNew |
$920K - $1.03M
|
9.81K
$960K
|