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 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
217+ 18.16% |
$20.3K - $22.8K
|
1.41K
$138K
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
210+ 3.9% |
$19.7K - $22K
|
5.6K
$548K
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
208+ 8.01% |
$19.5K - $21.8K
|
2.81K
$275K
|
|
|
May 31, 2024
Q1 2024
|
First Citizens Financial Corp
|
BUY
|
- |
206+ 3.15% |
$19.3K - $21.6K
|
6.75K
$661K
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
203+ 1.78% |
$19K - $21.3K
|
11.6K
$1.14M
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
BUY
|
- |
192+ 3.02% |
$18K - $20.1K
|
6.56K
$642K
|
|
|
Apr 26, 2024
Q1 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
180+ 7.2% |
$16.9K - $18.9K
|
2.68K
$262K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
179+ 3.37% |
$16.8K - $18.8K
|
5.49K
$538K
|
|
|
May 08, 2024
Q1 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
175+ 0.37% |
$16.4K - $18.3K
|
47.3K
$4.63M
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
163+ 5.16% |
$15.3K - $17.1K
|
3.32K
$325K
|
|
|
May 01, 2024
Q1 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
163+ 0.12% |
$15.3K - $17.1K
|
141K
$13.8M
|
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
146+ 0.22% |
$13.7K - $15.3K
|
67.9K
$6.64M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
143+ 3.22% |
$13.4K - $15K
|
4.59K
$449K
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
138+ 4.96% |
$12.9K - $14.5K
|
2.92K
$286K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
120+ 44.61% |
$11.3K - $12.6K
|
389
$38.1K
|
|
|
May 08, 2024
Q1 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
115+ 0.63% |
$10.8K - $12.1K
|
18.2K
$1.78M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
107+ 0.44% |
$10K - $11.2K
|
24.6K
$2.41M
|
|
|
May 09, 2024
Q1 2024
|
Athena Investment Management
|
BUY
|
- |
100+ 2.31% |
$9.38K - $10.5K
|
4.44K
$434K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
92+ 0.32% |
$8.63K - $9.65K
|
29.1K
$2.85M
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
91+ 2.02% |
$8.53K - $9.54K
|
4.6K
$450K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
86+ 102.38% |
$8.06K - $9.02K
|
170
$16.6K
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
82+ 1.51% |
$7.69K - $8.6K
|
5.5K
$539K
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
80+ 0.5% |
$7.5K - $8.39K
|
16.1K
$1.57M
|
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
77New |
$7.22K - $8.07K
|
77
$7.54K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
73New |
$6.85K - $7.65K
|
73
$7.15K
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
73+ 1.13% |
$6.85K - $7.65K
|
6.52K
$638K
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
72+ 2.05% |
$6.75K - $7.55K
|
3.59K
$352K
|
|
|
May 08, 2024
Q1 2024
|
Ledyard National Bank
|
BUY
|
- |
72+ 1.95% |
$6.75K - $7.55K
|
3.76K
$368K
|
|
|
Apr 19, 2024
Q1 2024
|
Fluent Financial, LLC
|
BUY
|
- |
62+ 1.08% |
$5.81K - $6.5K
|
5.82K
$570K
|
|
|
May 13, 2024
Q1 2024
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
61+ 1.15% |
$5.72K - $6.4K
|
5.36K
$525K
|
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
59+ 0.67% |
$5.53K - $6.19K
|
8.86K
$867K
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
54+ 0.62% |
$5.06K - $5.66K
|
8.7K
$852K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
53+ 757.14% |
$4.97K - $5.56K
|
60
$5.87K
|
|
|
May 15, 2024
Q1 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
51+ 0.46% |
$4.78K - $5.35K
|
11.2K
$1.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
48+ 1.83% |
$4.5K - $5.03K
|
2.67K
$262K
|
|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
48+ 0.6% |
$4.5K - $5.03K
|
8.07K
$790K
|
|
|
May 14, 2024
Q1 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
47+ 1.63% |
$4.41K - $4.93K
|
2.92K
$286K
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
47+ 1.66% |
$4.41K - $4.93K
|
2.88K
$282K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
42+ 12.65% |
$3.94K - $4.4K
|
374
$36.6K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
42+ 1.67% |
$3.94K - $4.4K
|
2.56K
$250K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
40+ 1.85% |
$3.75K - $4.19K
|
2.2K
$215K
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
40New |
$3.75K - $4.19K
|
40
$3.92K
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
39+ 0.4% |
$3.66K - $4.09K
|
9.91K
$970K
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
36+ 0.71% |
$3.38K - $3.77K
|
5.13K
$502K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
35New |
$3.28K - $3.67K
|
35
$3.43K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
34New |
$3.19K - $3.56K
|
34
$3.33K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
34New |
$3.19K - $3.56K
|
34
$3.33K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
32+ 0.33% |
$3K - $3.36K
|
9.6K
$940K
|
|
|
May 14, 2024
Q1 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
30+ 0.04% |
$2.81K - $3.15K
|
70.1K
$6.86M
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
BUY
|
- |
28New |
$2.63K - $2.94K
|
28
$2.74K
|