Purchases and Sales Made in Q3 2023 in Msci Eafe Growth ETF (EFG)
This table provides information about the institutional ownership of Msci Eafe Growth ETF (EFG) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.17MNew |
$271M - $309M
|
3.17M
$309M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
837KNew |
$71.6M - $81.5M
|
837K
$81.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
818KNew |
$70M - $79.7M
|
818K
$79.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
292K+ 134.59% |
$25M - $28.5M
|
509K
$49.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
278K+ 250.43% |
$23.8M - $27M
|
389K
$37.9M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
274K+ 20.46% |
$23.4M - $26.7M
|
1.61M
$157M
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
261K+ 1011.95% |
$22.3M - $25.4M
|
286K
$27.9M
|
|
|
Oct 27, 2023
Q3 2023
|
Ma Private Wealth
|
BUY
|
- |
240K+ 795.1% |
$20.5M - $23.4M
|
270K
$26.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
204K+ 395.82% |
$17.5M - $19.9M
|
256K
$25M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
186K+ 5.99% |
$15.9M - $18.1M
|
3.3M
$322M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
179K+ 6757.07% |
$15.3M - $17.4M
|
181K
$17.7M
|
|
|
Nov 07, 2023
Q3 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
172K+ 225.26% |
$14.7M - $16.8M
|
249K
$24.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
160K+ 129.87% |
$13.7M - $15.6M
|
283K
$27.6M
|
|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
153KNew |
$13.1M - $14.9M
|
153K
$14.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
135K+ 23.06% |
$11.5M - $13.1M
|
719K
$70.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
126K+ 63.14% |
$10.8M - $12.3M
|
325K
$31.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
70.2K+ 0.86% |
$6.01M - $6.84M
|
8.25M
$805M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
61.7KNew |
$5.28M - $6.01M
|
61.7K
$6.02M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
58.5K+ 17.71% |
$5M - $5.69M
|
389K
$37.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
57.7K+ 1610.26% |
$4.94M - $5.62M
|
61.3K
$5.98M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
57.1K+ 37.13% |
$4.89M - $5.56M
|
211K
$20.6M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
52.2KNew |
$4.47M - $5.09M
|
52.2K
$5.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Derbend Asset Management
|
BUY
|
- |
47.8KNew |
$4.09M - $4.65M
|
47.8K
$4.66M
|
|
|
Oct 16, 2023
Q3 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
46.8K+ 286.78% |
$4M - $4.55M
|
63.1K
$6.15M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
46.1K+ 349.39% |
$3.94M - $4.49M
|
59.3K
$5.78M
|
|
|
Nov 13, 2023
Q3 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
41.4KNew |
$3.54M - $4.03M
|
41.4K
$4.04M
|
|
|
Oct 10, 2023
Q3 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
37.9K+ 39.62% |
$3.24M - $3.69M
|
134K
$13M
|
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
37.1KNew |
$3.17M - $3.61M
|
37.1K
$3.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
36.9K+ 5.38% |
$3.16M - $3.59M
|
723K
$70.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
34.5K+ 15.86% |
$2.95M - $3.36M
|
252K
$24.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
34.4K+ 1048.96% |
$2.95M - $3.35M
|
37.7K
$3.68M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
30.5K+ 13.82% |
$2.61M - $2.97M
|
252K
$24.5M
|
|
|
Nov 02, 2023
Q3 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
28.9K+ 106.09% |
$2.47M - $2.81M
|
56.1K
$5.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
28.3K+ 55.74% |
$2.42M - $2.76M
|
79K
$7.71M
|
|
|
Oct 30, 2023
Q3 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
27.1K+ 11.92% |
$2.32M - $2.64M
|
255K
$24.9M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
26.7K+ 9.92% |
$2.29M - $2.6M
|
296K
$28.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
26.6KNew |
$2.28M - $2.59M
|
26.6K
$2.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
26.5K+ 8.77% |
$2.27M - $2.59M
|
329K
$32.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
25.2KNew |
$2.16M - $2.46M
|
25.2K
$2.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
21.1KNew |
$1.81M - $2.06M
|
21.1K
$2.06M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
20.9KNew |
$1.79M - $2.04M
|
20.9K
$2.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
BUY
|
- |
20.6KNew |
$1.76M - $2M
|
20.6K
$2.01M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
20.2K+ 29.48% |
$1.73M - $1.97M
|
88.8K
$8.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
20K+ 5.46% |
$1.71M - $1.95M
|
386K
$37.6M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
19.8K+ 4.12% |
$1.69M - $1.92M
|
500K
$48.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
18.8KNew |
$1.61M - $1.84M
|
18.8K
$1.84M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
18.8K+ 5.09% |
$1.61M - $1.83M
|
388K
$37.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
18.6K+ 65.56% |
$1.59M - $1.81M
|
46.9K
$4.58M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
18.5K+ 3869.87% |
$1.58M - $1.8M
|
19K
$1.85M
|
|
|
Oct 10, 2023
Q3 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
18.5KNew |
$1.58M - $1.8M
|
18.5K
$1.8M
|