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 25, 2024
Q1 2024
|
Tnf LLC
|
BUY
|
- |
2.68K+ 2.74% |
$251K - $281K
|
100K
$9.82M
|
|
|
May 14, 2024
Q1 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
2.62K+ 11.85% |
$246K - $275K
|
24.7K
$2.42M
|
|
|
Apr 15, 2024
Q1 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
2.62K+ 12.84% |
$245K - $274K
|
23K
$2.25M
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.61K+ 7.07% |
$245K - $273K
|
39.5K
$3.87M
|
|
|
May 13, 2024
Q1 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
2.57KNew |
$241K - $269K
|
2.57K
$251K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
2.52KNew |
$236K - $264K
|
2.52K
$247K
|
|
|
May 15, 2024
Q1 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
2.47KNew |
$232K - $259K
|
2.47K
$242K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
2.45KNew |
$230K - $257K
|
2.45K
$240K
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.43K+ 17.84% |
$228K - $255K
|
16.1K
$1.57M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.4K+ 50.45% |
$225K - $252K
|
7.16K
$701K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.34KNew |
$219K - $245K
|
2.34K
$229K
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2.22KNew |
$208K - $232K
|
2.22K
$217K
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.2KNew |
$206K - $230K
|
2.2K
$215K
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.17KNew |
$204K - $228K
|
2.17K
$213K
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.17KNew |
$204K - $228K
|
2.17K
$213K
|
|
|
May 08, 2024
Q1 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
2.16KNew |
$203K - $226K
|
2.16K
$211K
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.13KNew |
$199K - $223K
|
2.13K
$208K
|
|
|
Apr 16, 2024
Q1 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
2.09K+ 6.16% |
$196K - $219K
|
35.9K
$3.52M
|
|
|
May 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
2.07KNew |
$194K - $217K
|
2.07K
$203K
|
|
|
Apr 12, 2024
Q1 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
2.07K+ 2.74% |
$194K - $217K
|
77.4K
$7.58M
|
|
|
Apr 12, 2024
Q1 2024
|
West Coast Financial LLC
|
BUY
|
- |
2.05KNew |
$192K - $215K
|
2.05K
$201K
|
|
|
Apr 29, 2024
Q1 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
2.05K+ 4.93% |
$192K - $215K
|
43.6K
$4.27M
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
2.02KNew |
$189K - $212K
|
2.02K
$198K
|
|
|
May 07, 2024
Q1 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
2.02KNew |
$189K - $212K
|
2.02K
$198K
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
BUY
|
- |
1.88K+ 7.31% |
$177K - $197K
|
27.6K
$2.71M
|
|
|
May 13, 2024
Q1 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
1.88K+ 0.96% |
$176K - $197K
|
198K
$19.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
1.87K+ 3.79% |
$175K - $196K
|
51.2K
$5.01M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.82K+ 2.94% |
$170K - $190K
|
63.6K
$6.22M
|
|
|
Apr 30, 2024
Q1 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.77K+ 1.62% |
$166K - $186K
|
111K
$10.9M
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.76K+ 24.02% |
$165K - $185K
|
9.09K
$890K
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1.75K+ 47.14% |
$164K - $183K
|
5.45K
$534K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.66K+ 0.32% |
$156K - $174K
|
519K
$50.8M
|
|
|
May 03, 2024
Q1 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
1.58K+ 7.52% |
$149K - $166K
|
22.6K
$2.22M
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
BUY
|
- |
1.58K+ 40.45% |
$148K - $166K
|
5.49K
$537K
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.58K+ 0.53% |
$148K - $166K
|
297K
$29.1M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.56K+ 6.85% |
$146K - $163K
|
24.3K
$2.38M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.52K+ 37.82% |
$142K - $159K
|
5.53K
$542K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.5K+ 17.51% |
$141K - $157K
|
10.1K
$987K
|
|
|
May 15, 2024
Q1 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.5K+ 9.59% |
$141K - $157K
|
17.1K
$1.68M
|
|
|
May 13, 2024
Q1 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
1.47K+ 7.32% |
$138K - $154K
|
21.5K
$2.11M
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.46K+ 67.88% |
$137K - $153K
|
3.61K
$353K
|
|
|
May 22, 2024
Q1 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
1.45K+ 2.07% |
$136K - $152K
|
71.4K
$6.98M
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.44K+ 8.38% |
$135K - $151K
|
18.6K
$1.82M
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
1.42K+ 12.28% |
$133K - $149K
|
13K
$1.27M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.42K+ 2.77% |
$133K - $149K
|
52.7K
$5.16M
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.41K+ 4.16% |
$132K - $148K
|
35.3K
$3.46M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.37K+ 15.3% |
$128K - $143K
|
10.3K
$1.01M
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.36K+ 5.56% |
$128K - $143K
|
25.9K
$2.53M
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.36K+ 47.84% |
$128K - $143K
|
4.21K
$412K
|
|
|
May 01, 2024
Q1 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
1.35K+ 45.0% |
$127K - $142K
|
4.35K
$426K
|