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 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
28+ 1.23% |
$2.63K - $2.94K
|
2.3K
$225K
|
|
|
May 13, 2024
Q1 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
28+ 2.59% |
$2.63K - $2.94K
|
1.11K
$109K
|
|
|
Apr 16, 2024
Q1 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
27+ 0.58% |
$2.53K - $2.83K
|
4.7K
$460K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
27+ 1.51% |
$2.53K - $2.83K
|
1.82K
$178K
|
|
|
May 08, 2024
Q1 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
26+ 5.24% |
$2.44K - $2.73K
|
522
$51.1K
|
|
|
May 13, 2024
Q1 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
25+ 0.34% |
$2.34K - $2.62K
|
7.44K
$728K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
25+ 1.04% |
$2.34K - $2.62K
|
2.44K
$239K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
24+ 0.78% |
$2.25K - $2.52K
|
3.1K
$303K
|
|
|
Apr 17, 2024
Q1 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
23+ 3.96% |
$2.16K - $2.41K
|
604
$59.1K
|
|
|
May 10, 2024
Q1 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
22+ 0.61% |
$2.06K - $2.31K
|
3.61K
$354K
|
|
|
Apr 29, 2024
Q1 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
19+ 0.69% |
$1.78K - $1.99K
|
2.78K
$272K
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
19+ 0.75% |
$1.78K - $1.99K
|
2.55K
$249K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
17+ 1700.0% |
$1.59K - $1.78K
|
18
$1.76K
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
14+ 0.35% |
$1.31K - $1.47K
|
4.02K
$393K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
11+ 42.31% |
$1.03K - $1.15K
|
37
$3.62K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
10+ 9.9% |
$938 - $1.05K
|
111
$10.9K
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
6New |
$563 - $629
|
6
$587
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
5+ 45.45% |
$469 - $524
|
16
$1.57K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-1- 0.05% |
$93.8 - $105
|
1.83K
$179K
|
|
|
Jun 28, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1- -0.0% |
$93.8 - $105
|
409K
$40M
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
SELL
|
- |
-4- 0.02% |
$375 - $419
|
20.8K
$2.04M
|
|
|
Apr 08, 2024
Q1 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-5- 0.06% |
$469 - $524
|
8.19K
$801K
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-8- 0.13% |
$750 - $839
|
6.21K
$607K
|
|
|
Apr 29, 2024
Q1 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-9- 0.29% |
$844 - $944
|
3.08K
$302K
|
|
|
May 14, 2024
Q1 2024
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-15- 0.61% |
$1.41K - $1.57K
|
2.46K
$240K
|
|
|
May 13, 2024
Q1 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
SELL
|
- |
-18- 0.28% |
$1.69K - $1.89K
|
6.42K
$628K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-24- 70.59% |
$2.25K - $2.52K
|
10
$979
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-25- 0.18% |
$2.34K - $2.62K
|
14K
$1.37M
|
|
|
May 06, 2024
Q1 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-27- 0.73% |
$2.53K - $2.83K
|
3.65K
$358K
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-28- 1.34% |
$2.63K - $2.94K
|
2.06K
$202K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-29- 16.67% |
$2.72K - $3.04K
|
145
$14.2K
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-29- 1.13% |
$2.72K - $3.04K
|
2.55K
$249K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-38- 0.85% |
$3.56K - $3.98K
|
4.44K
$435K
|
|
|
May 08, 2024
Q1 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-39- 0.36% |
$3.66K - $4.09K
|
10.9K
$1.06M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-39- 10.24% |
$3.66K - $4.09K
|
342
$33.5K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-41- 0.29% |
$3.84K - $4.3K
|
14.3K
$1.4M
|
|
|
May 14, 2024
Q1 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-45- 0.16% |
$4.22K - $4.72K
|
28.3K
$2.77M
|
|
|
May 08, 2024
Q1 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-46- 0.36% |
$4.31K - $4.82K
|
12.9K
$1.26M
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-50- 6.14% |
$4.69K - $5.24K
|
764
$74.8K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-52- 14.73% |
$4.88K - $5.45K
|
301
$29.5K
|
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-52- 0.08% |
$4.88K - $5.45K
|
68.5K
$6.7M
|
|
|
May 01, 2024
Q1 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-53- 0.9% |
$4.97K - $5.56K
|
5.86K
$574K
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-54- 21.18% |
$5.06K - $5.66K
|
201
$19.7K
|
|
|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-55- 1.69% |
$5.16K - $5.77K
|
3.19K
$312K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-57- 1.28% |
$5.34K - $5.98K
|
4.39K
$430K
|
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
SELL
|
- |
-60- 2.86% |
$5.63K - $6.29K
|
2.04K
$199K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-61- 1.38% |
$5.72K - $6.4K
|
4.36K
$427K
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-65- 1.76% |
$6.1K - $6.82K
|
3.64K
$356K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-69- 3.82% |
$6.47K - $7.23K
|
1.74K
$170K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-73- 0.66% |
$6.85K - $7.65K
|
11K
$1.08M
|