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 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.17K- 5.58% |
$99.9K - $114K
|
19.8K
$1.93M
|
|
|
Oct 18, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-1.17K- 5.9% |
$100K - $114K
|
18.7K
$1.83M
|
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.22K- 41.55% |
$105K - $119K
|
1.72K
$168K
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.23K- 13.34% |
$105K - $119K
|
7.96K
$776K
|
|
|
Jan 18, 2024
Q3 2023
|
Flc Capital Advisors
|
SELL
|
- |
-1.23K- 10.35% |
$105K - $120K
|
10.7K
$1.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.27K- 3.9% |
$108K - $123K
|
31.2K
$3.04M
|
|
|
Oct 24, 2023
Q3 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-1.27K- 1.4% |
$109K - $124K
|
89.7K
$8.75M
|
|
|
Nov 09, 2023
Q3 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-1.29K- 11.25% |
$110K - $125K
|
10.1K
$989K
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.34K- 18.65% |
$114K - $130K
|
5.83K
$569K
|
|
|
Oct 19, 2023
Q3 2023
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-1.37K- 18.91% |
$117K - $134K
|
5.88K
$574K
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.43K- 9.56% |
$123K - $140K
|
13.6K
$1.32M
|
|
|
Nov 08, 2023
Q3 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.47K- 4.28% |
$126K - $144K
|
32.9K
$3.21M
|
|
|
Oct 10, 2023
Q3 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-1.48K- 1.43% |
$126K - $144K
|
102K
$9.96M
|
|
|
Nov 06, 2023
Q3 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.51K- 18.73% |
$129K - $147K
|
6.55K
$639K
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
SELL
|
- |
-1.53K- 2.68% |
$131K - $149K
|
55.5K
$5.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.59K- 24.98% |
$136K - $155K
|
4.78K
$467K
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.68K- 48.22% |
$144K - $164K
|
1.8K
$176K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.69K- 16.77% |
$145K - $165K
|
8.4K
$820K
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.71K- 20.18% |
$146K - $166K
|
6.76K
$659K
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.79K- 31.46% |
$153K - $175K
|
3.91K
$381K
|
|
|
Nov 14, 2023
Q3 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.82K- 26.33% |
$156K - $177K
|
5.09K
$496K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.84K- 6.78% |
$157K - $179K
|
25.3K
$2.47M
|
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
SELL
|
- |
-1.85K- 9.66% |
$158K - $180K
|
17.3K
$1.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-1.86K- 1.8% |
$159K - $181K
|
101K
$9.88M
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1.87K- 16.59% |
$160K - $182K
|
9.39K
$916K
|
|
|
Oct 25, 2023
Q3 2023
|
Veracity Capital LLC
|
SELL
|
- |
-1.88K- 32.65% |
$160K - $183K
|
3.87K
$377K
|
|
|
Nov 13, 2023
Q3 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-1.94K- 20.33% |
$166K - $189K
|
7.6K
$742K
|
|
|
Oct 30, 2023
Q3 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-1.97K- 17.04% |
$168K - $192K
|
9.58K
$934K
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-2.01K- 16.71% |
$172K - $196K
|
10K
$978K
|
|
|
Oct 30, 2023
Q3 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-2.03K- 14.88% |
$173K - $197K
|
11.6K
$1.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-2.05K- 9.34% |
$175K - $199K
|
19.9K
$1.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-2.11K- 43.51% |
$181K - $206K
|
2.75K
$268K
|
|
|
Nov 14, 2023
Q3 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-2.13K- 12.55% |
$182K - $207K
|
14.8K
$1.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.13K- 9.68% |
$182K - $207K
|
19.9K
$1.94M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-2.21K- 36.43% |
$189K - $215K
|
3.86K
$376K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
SELL
|
- |
-2.23K- 2.24% |
$191K - $217K
|
97.4K
$9.5M
|
|
|
Dec 19, 2024
Q3 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-2.27KClosed |
$194K - $221K
|
0
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-2.31K- 19.8% |
$197K - $225K
|
9.35K
$912K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.32K- 10.14% |
$198K - $226K
|
20.5K
$2M
|
|
|
Oct 26, 2023
Q3 2023
|
Absolute Capital Management, LLC
|
SELL
|
- |
-2.37K- 21.0% |
$203K - $231K
|
8.92K
$870K
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-2.48K- 40.92% |
$212K - $242K
|
3.58K
$349K
|
|
|
Nov 09, 2023
Q3 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-2.65K- 49.82% |
$227K - $258K
|
2.67K
$260K
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-2.66K- 92.81% |
$227K - $259K
|
206
$20.1K
|
|
|
Nov 09, 2023
Q3 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-2.68K- 11.72% |
$230K - $261K
|
20.2K
$1.97M
|
|
|
Oct 24, 2023
Q3 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-2.7K- 12.54% |
$231K - $263K
|
18.8K
$1.84M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.74K- 5.73% |
$235K - $267K
|
45.1K
$4.4M
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2.79K- 28.04% |
$238K - $271K
|
7.15K
$697K
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3K- 33.51% |
$257K - $292K
|
5.96K
$581K
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-3.02K- 3.33% |
$258K - $294K
|
87.6K
$8.55M
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-3.31K- 18.59% |
$283K - $322K
|
14.5K
$1.41M
|