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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2024
Q1 2024
|
Horan Securities, Inc.
|
BUY
|
- |
1.34K+ 19.34% |
$125K - $140K
|
8.26K
$808K
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
BUY
|
- |
1.34K+ 5.73% |
$125K - $140K
|
24.6K
$2.41M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.32K+ 8.9% |
$124K - $138K
|
16.1K
$1.58M
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1.29K+ 46.1% |
$121K - $136K
|
4.1K
$401K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
1.29K+ 2.94% |
$121K - $135K
|
45K
$4.41M
|
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.26K+ 3.16% |
$118K - $132K
|
41.2K
$4.03M
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.18K+ 1.36% |
$111K - $124K
|
87.8K
$8.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
BUY
|
- |
1.18K+ 1.79% |
$110K - $123K
|
66.8K
$6.53M
|
|
|
May 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
1.15K+ 2.5% |
$108K - $120K
|
47.1K
$4.61M
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
1.14K+ 3.42% |
$107K - $119K
|
34.3K
$3.36M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.13K+ 3.92% |
$106K - $118K
|
29.8K
$2.92M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.09K+ 3.3% |
$102K - $114K
|
34K
$3.32M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
BUY
|
- |
1.08K+ 18.91% |
$101K - $113K
|
6.78K
$664K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.08K+ 7.6% |
$101K - $113K
|
15.2K
$1.49M
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
993+ 2.27% |
$93.1K - $104K
|
44.8K
$4.38M
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
970+ 9.0% |
$91K - $102K
|
11.7K
$1.15M
|
|
|
May 02, 2024
Q1 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
953+ 1.89% |
$89.4K - $99.9K
|
51.4K
$5.03M
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
891+ 20.94% |
$83.5K - $93.4K
|
5.15K
$504K
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
867+ 4.23% |
$81.3K - $90.9K
|
21.3K
$2.09M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
865+ 3.64% |
$81.1K - $90.7K
|
24.6K
$2.41M
|
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
839+ 111.13% |
$78.7K - $88K
|
1.59K
$156K
|
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
838+ 12.86% |
$78.6K - $87.9K
|
7.35K
$720K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
810+ 17.31% |
$76K - $84.9K
|
5.49K
$537K
|
|
|
May 14, 2024
Q1 2024
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
799+ 8.13% |
$74.9K - $83.8K
|
10.6K
$1.04M
|
|
|
Aug 13, 2024
Q1 2024
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
799+ 8.13% |
$74.9K - $83.8K
|
10.6K
$1.04M
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
779+ 11.64% |
$73K - $81.7K
|
7.47K
$731K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
767+ 2.85% |
$71.9K - $80.4K
|
27.7K
$2.71M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
752+ 19.64% |
$70.5K - $78.8K
|
4.58K
$448K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
752+ 9.82% |
$70.5K - $78.8K
|
8.41K
$823K
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
738+ 13.64% |
$69.2K - $77.4K
|
6.15K
$602K
|
|
|
Apr 18, 2024
Q1 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
712+ 2.56% |
$66.8K - $74.7K
|
28.5K
$2.79M
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
699+ 25.08% |
$65.5K - $73.3K
|
3.49K
$341K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
688+ 4.48% |
$64.5K - $72.1K
|
16K
$1.57M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
680+ 135.46% |
$63.8K - $71.3K
|
1.18K
$116K
|
|
|
Apr 03, 2024
Q1 2024
|
Dentgroup LLC
|
BUY
|
- |
671+ 12.76% |
$62.9K - $70.4K
|
5.93K
$580K
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
667+ 5.77% |
$62.5K - $69.9K
|
12.2K
$1.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
654+ 4.74% |
$61.3K - $68.6K
|
14.5K
$1.41M
|
|
|
May 10, 2024
Q1 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
649+ 6.46% |
$60.9K - $68K
|
10.7K
$1.05M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
645+ 17.69% |
$60.5K - $67.6K
|
4.29K
$420K
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
642+ 2.31% |
$60.2K - $67.3K
|
28.4K
$2.78M
|
|
|
Apr 22, 2024
Q1 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
639+ 2.29% |
$59.9K - $67K
|
28.6K
$2.8M
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
637+ 1355.32% |
$59.7K - $66.8K
|
684
$67K
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
622+ 3.44% |
$58.3K - $65.2K
|
18.7K
$1.83M
|
|
|
May 03, 2024
Q1 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
608+ 7.35% |
$57K - $63.7K
|
8.88K
$870K
|
|
|
May 07, 2024
Q1 2024
|
Hyman Charles D
|
BUY
|
- |
600+ 0.9% |
$56.3K - $62.9K
|
67.2K
$6.58M
|
|
|
Apr 17, 2024
Q1 2024
|
Rhs Financial, LLC
|
BUY
|
- |
597+ 13.78% |
$56K - $62.6K
|
4.93K
$482K
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
589+ 0.57% |
$55.2K - $61.8K
|
103K
$10.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
582+ 5.3% |
$54.6K - $61K
|
11.6K
$1.13M
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
577+ 7.07% |
$54.1K - $60.5K
|
8.74K
$856K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
572+ 115.56% |
$53.6K - $60K
|
1.07K
$104K
|