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 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
569+ 1.95% |
$53.4K - $59.7K
|
29.8K
$2.91M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
569+ 7.33% |
$53.4K - $59.7K
|
8.33K
$816K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
551+ 17.62% |
$51.7K - $57.8K
|
3.68K
$360K
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
528+ 4.16% |
$49.5K - $55.4K
|
13.2K
$1.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
524+ 1.59% |
$49.1K - $54.9K
|
33.5K
$3.28M
|
|
|
Apr 29, 2024
Q1 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
514+ 2.06% |
$48.2K - $53.9K
|
25.5K
$2.5M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
511+ 2.81% |
$47.9K - $53.6K
|
18.7K
$1.83M
|
|
|
Apr 15, 2024
Q1 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
506+ 1.73% |
$47.4K - $53.1K
|
29.8K
$2.92M
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
488+ 14.75% |
$45.8K - $51.2K
|
3.8K
$372K
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
484+ 38.41% |
$45.4K - $50.7K
|
1.74K
$171K
|
|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
478+ 3.86% |
$44.8K - $50.1K
|
12.9K
$1.26M
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
474+ 18.44% |
$44.4K - $49.7K
|
3.04K
$298K
|
|
|
May 06, 2024
Q1 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
470+ 2.0% |
$44.1K - $49.3K
|
23.9K
$2.34M
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
BUY
|
- |
461+ 5.83% |
$43.2K - $48.3K
|
8.37K
$820K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
438+ 695.24% |
$41.1K - $45.9K
|
501
$49K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
433+ 12.66% |
$40.6K - $45.4K
|
3.85K
$377K
|
|
|
Apr 19, 2024
Q1 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
419+ 0.2% |
$39.3K - $43.9K
|
206K
$20.2M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
415+ 10.68% |
$38.9K - $43.5K
|
4.3K
$421K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
393+ 0.73% |
$36.9K - $41.2K
|
54.5K
$5.33M
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
392+ 9.34% |
$36.8K - $41.1K
|
4.59K
$449K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
391+ 0.94% |
$36.7K - $41K
|
42.2K
$4.13M
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
384+ 0.26% |
$36K - $40.3K
|
149K
$14.6M
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
382+ 53.95% |
$35.8K - $40.1K
|
1.09K
$107K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
382New |
$35.8K - $40.1K
|
382
$37.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
378+ 6.62% |
$35.4K - $39.6K
|
6.09K
$596K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
348+ 1.58% |
$32.6K - $36.5K
|
22.4K
$2.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
333+ 28.46% |
$31.2K - $34.9K
|
1.5K
$147K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
332+ 28.82% |
$31.1K - $34.8K
|
1.48K
$145K
|
|
|
May 03, 2024
Q1 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
331+ 2.73% |
$31K - $34.7K
|
12.5K
$1.22M
|
|
|
May 09, 2024
Q1 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
321+ 0.61% |
$30.1K - $33.7K
|
52.6K
$5.15M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
302+ 0.08% |
$28.3K - $31.7K
|
377K
$36.9M
|
|
|
Jun 13, 2024
Q1 2024
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
301+ 2.13% |
$28.2K - $31.6K
|
14.5K
$1.41M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
300+ 3.21% |
$28.1K - $31.5K
|
9.64K
$944K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
298+ 0.65% |
$27.9K - $31.2K
|
46.4K
$4.54M
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
297New |
$27.8K - $31.1K
|
297
$29.1K
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
289+ 79.4% |
$27.1K - $30.3K
|
653
$63.9K
|
|
|
Apr 29, 2024
Q1 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
264+ 12.4% |
$24.8K - $27.7K
|
2.39K
$234K
|
|
|
May 09, 2024
Q1 2024
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
257+ 3.5% |
$24.1K - $26.9K
|
7.59K
$743K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
256New |
$24K - $26.8K
|
256
$25.1K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
253+ 8.48% |
$23.7K - $26.5K
|
3.24K
$317K
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
253+ 216.24% |
$23.7K - $26.5K
|
370
$36.2K
|
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
250New |
$23.4K - $26.2K
|
250
$24.5K
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
250+ 7.21% |
$23.4K - $26.2K
|
3.72K
$364K
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
248New |
$23.3K - $26K
|
248
$24.3K
|
|
|
May 02, 2024
Q1 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
246+ 4.27% |
$23.1K - $25.8K
|
6.01K
$588K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
245+ 1.42% |
$23K - $25.7K
|
17.5K
$1.71M
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
244+ 8.51% |
$22.9K - $25.6K
|
3.11K
$305K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
243+ 4.38% |
$22.8K - $25.5K
|
5.79K
$567K
|
|
|
Apr 11, 2024
Q1 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
233+ 3.35% |
$21.8K - $24.4K
|
7.19K
$703K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
229+ 1.53% |
$21.5K - $24K
|
15.2K
$1.49M
|