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
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
9.72K+ 7.23% |
$911K - $1.02M
|
144K
$14.1M
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
9.32K+ 38.08% |
$874K - $977K
|
33.8K
$3.31M
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
9.26KNew |
$868K - $971K
|
9.26K
$906K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
9.13K+ 33.65% |
$856K - $958K
|
36.3K
$3.55M
|
|
|
May 06, 2024
Q1 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
8.83K+ 18.97% |
$828K - $926K
|
55.4K
$5.42M
|
|
|
May 15, 2024
Q1 2024
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
8.79KNew |
$824K - $922K
|
8.79K
$860K
|
|
|
May 15, 2024
Q1 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
8.46K+ 6.66% |
$793K - $887K
|
136K
$13.3M
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
8.4K+ 75.84% |
$787K - $880K
|
19.5K
$1.91M
|
|
|
Apr 30, 2024
Q1 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
8.22K+ 28.36% |
$771K - $862K
|
37.2K
$3.64M
|
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
8.11KNew |
$761K - $851K
|
8.11K
$794K
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
7.99K+ 33.59% |
$749K - $838K
|
31.8K
$3.11M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.89K+ 111.74% |
$740K - $827K
|
15K
$1.46M
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
7.89KNew |
$740K - $827K
|
7.89K
$772K
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
7.89K+ 7.3% |
$740K - $827K
|
116K
$11.3M
|
|
|
May 15, 2024
Q1 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
7.88KNew |
$739K - $826K
|
7.88K
$771K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
7.73K+ 190.94% |
$725K - $811K
|
11.8K
$1.15M
|
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
7.52K+ 5.55% |
$705K - $788K
|
143K
$14M
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
7.49K+ 346.62% |
$703K - $786K
|
9.66K
$945K
|
|
|
Apr 15, 2024
Q1 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
7.41KNew |
$695K - $777K
|
7.41K
$726K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.41K+ 2.4% |
$695K - $777K
|
316K
$30.9M
|
|
|
Jun 13, 2024
Q1 2024
|
Keystone Financial Services
|
BUY
|
- |
7.01K+ 8.61% |
$657K - $735K
|
88.4K
$8.66M
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
6.93K+ 2.63% |
$649K - $726K
|
270K
$26.4M
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
6.51KNew |
$610K - $682K
|
6.51K
$637K
|
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
6.43KNew |
$603K - $674K
|
6.43K
$630K
|
|
|
Apr 22, 2024
Q1 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
6.32K+ 5.12% |
$592K - $662K
|
130K
$12.7M
|
|
|
May 06, 2024
Q1 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
6.3K+ 10.45% |
$591K - $661K
|
66.6K
$6.52M
|
|
|
May 08, 2024
Q1 2024
|
West Wealth Group, LLC
|
BUY
|
- |
6.2K+ 5.59% |
$582K - $650K
|
117K
$11.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
6.19K+ 9.94% |
$580K - $648K
|
68.4K
$6.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
6.14K+ 95.97% |
$576K - $644K
|
12.5K
$1.23M
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
6.09K+ 24.24% |
$571K - $639K
|
31.2K
$3.06M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.86K+ 6.74% |
$549K - $614K
|
92.8K
$9.09M
|
|
|
Dec 11, 2024
Q1 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
5.64K+ 29.37% |
$529K - $592K
|
24.9K
$2.43M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
5.44K+ 6.36% |
$510K - $570K
|
91K
$8.9M
|
|
|
Apr 23, 2024
Q1 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
5.43KNew |
$509K - $569K
|
5.43K
$531K
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
5.37KNew |
$503K - $563K
|
5.37K
$525K
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
5.3KNew |
$497K - $555K
|
5.3K
$519K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
5.24K+ 28.84% |
$492K - $550K
|
23.4K
$2.29M
|
|
|
May 07, 2024
Q1 2024
|
Addison Capital CO
|
BUY
|
- |
5.2KNew |
$487K - $545K
|
5.2K
$509K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.15K+ 8.47% |
$483K - $540K
|
65.9K
$6.45M
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.06K+ 4.63% |
$475K - $531K
|
114K
$11.2M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
4.95K+ 4.86% |
$464K - $519K
|
107K
$10.5M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.86K+ 7.53% |
$455K - $509K
|
69.3K
$6.79M
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
4.82K+ 24.72% |
$452K - $506K
|
24.3K
$2.38M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.8K+ 2.49% |
$450K - $503K
|
198K
$19.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Strategic Equity Management
|
BUY
|
- |
4.76KNew |
$446K - $499K
|
4.76K
$466K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.65K+ 77.75% |
$436K - $488K
|
10.6K
$1.04M
|
|
|
May 01, 2024
Q1 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
4.61KNew |
$432K - $483K
|
4.61K
$451K
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
4.44KNew |
$416K - $465K
|
4.44K
$435K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.44K+ 6.72% |
$416K - $465K
|
70.5K
$6.9M
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
4.31KNew |
$404K - $451K
|
4.31K
$421K
|