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 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
4.28K+ 59.66% |
$402K - $449K
|
11.5K
$1.12M
|
|
|
Apr 12, 2024
Q1 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
4.25K+ 10.0% |
$398K - $445K
|
46.7K
$4.57M
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.23K+ 13.35% |
$396K - $443K
|
35.9K
$3.51M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.22K+ 10.74% |
$395K - $442K
|
43.5K
$4.25M
|
|
|
Apr 18, 2024
Q1 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
4.18K+ 2.91% |
$392K - $438K
|
148K
$14.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
4.13K+ 7.29% |
$387K - $433K
|
60.7K
$5.95M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.07KNew |
$382K - $427K
|
4.07K
$398K
|
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
BUY
|
- |
4.02K+ 4.12% |
$376K - $421K
|
102K
$9.94M
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
4.01K+ 4.12% |
$376K - $421K
|
101K
$9.92M
|
|
|
May 14, 2024
Q1 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
4.01K+ 9.69% |
$376K - $420K
|
45.4K
$4.44M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.01KNew |
$376K - $420K
|
4.01K
$392K
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
4K+ 28.45% |
$375K - $419K
|
18.1K
$1.77M
|
|
|
Apr 23, 2024
Q1 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
4K+ 35.36% |
$375K - $419K
|
15.3K
$1.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
4K+ 5.91% |
$375K - $419K
|
71.6K
$7.01M
|
|
|
Apr 19, 2024
Q1 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
3.99K+ 9.05% |
$374K - $419K
|
48.1K
$4.71M
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
3.98K+ 8.8% |
$373K - $417K
|
49.2K
$4.81M
|
|
|
May 02, 2024
Q1 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
3.96K+ 33.25% |
$371K - $415K
|
15.9K
$1.55M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
3.88KNew |
$363K - $406K
|
3.88K
$379K
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.82KNew |
$358K - $401K
|
3.82K
$374K
|
|
|
May 13, 2024
Q1 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
3.74K+ 55.32% |
$351K - $392K
|
10.5K
$1.03M
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
3.74K+ 6.56% |
$351K - $392K
|
60.7K
$5.94M
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
3.69K+ 52.95% |
$346K - $387K
|
10.7K
$1.04M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.67K+ 2.76% |
$344K - $384K
|
137K
$13.4M
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
3.54K+ 10.1% |
$332K - $371K
|
38.6K
$3.78M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
3.54K+ 2.32% |
$332K - $371K
|
156K
$15.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
3.52K+ 7.86% |
$330K - $369K
|
48.3K
$4.73M
|
|
|
May 15, 2024
Q1 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
3.37KNew |
$316K - $354K
|
3.37K
$330K
|
|
|
Apr 22, 2024
Q1 2024
|
Moneywise, Inc.
|
BUY
|
- |
3.37KNew |
$316K - $353K
|
3.37K
$330K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.35K+ 38.1% |
$314K - $351K
|
12.1K
$1.19M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.33K+ 12.7% |
$312K - $349K
|
29.5K
$2.89M
|
|
|
Apr 23, 2024
Q1 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
3.31KNew |
$311K - $347K
|
3.31K
$324K
|
|
|
May 14, 2024
Q1 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
3.3KNew |
$309K - $346K
|
3.3K
$323K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
3.24K+ 6.64% |
$304K - $340K
|
52.1K
$5.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
BUY
|
- |
3.22K+ 7.97% |
$302K - $338K
|
43.6K
$4.27M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.2K+ 5.72% |
$300K - $336K
|
59.1K
$5.79M
|
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
3.1K+ 4.45% |
$290K - $325K
|
72.6K
$7.1M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3K+ 84.48% |
$281K - $315K
|
6.55K
$641K
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2.99KNew |
$281K - $314K
|
2.99K
$293K
|
|
|
Oct 31, 2024
Q1 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
2.98KNew |
$280K - $313K
|
2.98K
$292K
|
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
2.96K+ 17.39% |
$277K - $310K
|
20K
$1.95M
|
|
|
Apr 29, 2024
Q1 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
2.94K+ 36.62% |
$276K - $308K
|
11K
$1.07M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.93K+ 4.21% |
$275K - $308K
|
72.6K
$7.11M
|
|
|
Apr 17, 2024
Q1 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.91K+ 14.46% |
$273K - $305K
|
23K
$2.26M
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.87KNew |
$269K - $301K
|
2.87K
$281K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.86K+ 3.98% |
$268K - $299K
|
74.6K
$7.3M
|
|
|
May 14, 2024
Q1 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
2.84KNew |
$266K - $298K
|
2.84K
$278K
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
2.83K+ 28.62% |
$266K - $297K
|
12.7K
$1.25M
|
|
|
Apr 17, 2024
Q1 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
2.83K+ 6.34% |
$265K - $296K
|
47.5K
$4.64M
|
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
2.81K+ 11.25% |
$264K - $295K
|
27.8K
$2.72M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2.69K+ 4.78% |
$253K - $282K
|
59.1K
$5.78M
|