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 06, 2023
Q3 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-3.37K- 15.43% |
$288K - $328K
|
18.4K
$1.8M
|
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-3.4K- 16.49% |
$291K - $331K
|
17.2K
$1.68M
|
|
|
Nov 13, 2023
Q3 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-3.49K- 23.45% |
$299K - $340K
|
11.4K
$1.11M
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.52K- 1.98% |
$301K - $343K
|
174K
$17M
|
|
|
Nov 14, 2023
Q3 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-3.57K- 2.83% |
$305K - $347K
|
123K
$12M
|
|
|
Oct 19, 2023
Q3 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-3.68K- 1.73% |
$315K - $359K
|
209K
$20.4M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.74K- 1.17% |
$320K - $364K
|
316K
$30.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-3.76K- 16.07% |
$322K - $366K
|
19.6K
$1.92M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.77K- 12.35% |
$322K - $367K
|
26.7K
$2.61M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.78K- 26.14% |
$323K - $368K
|
10.7K
$1.04M
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-3.89K- 5.94% |
$333K - $379K
|
61.5K
$6M
|
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
SELL
|
- |
-3.93K- 2.5% |
$336K - $383K
|
153K
$14.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-3.93K- 10.68% |
$336K - $383K
|
32.9K
$3.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-4.05K- 16.85% |
$346K - $394K
|
20K
$1.95M
|
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
SELL
|
- |
-4.15K- 19.69% |
$355K - $404K
|
16.9K
$1.65M
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-4.16K- 20.79% |
$355K - $405K
|
15.8K
$1.54M
|
|
|
Feb 08, 2024
Q3 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-4.37K- 3.37% |
$374K - $425K
|
125K
$12.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-4.46K- 1.69% |
$381K - $434K
|
260K
$25.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-4.49K- 4.47% |
$384K - $437K
|
95.8K
$9.34M
|
|
|
Nov 15, 2023
Q3 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-4.59K- 48.41% |
$392K - $447K
|
4.89K
$477K
|
|
|
Oct 20, 2023
Q3 2023
|
Lantz Financial LLC
|
SELL
|
- |
-4.74K- 13.03% |
$405K - $462K
|
31.6K
$3.09M
|
|
|
Nov 07, 2023
Q3 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-4.76K- 36.26% |
$407K - $463K
|
8.36K
$815K
|
|
|
Nov 14, 2023
Q3 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-4.8K- 27.37% |
$411K - $468K
|
12.7K
$1.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-4.85K- 8.6% |
$414K - $472K
|
51.5K
$5.03M
|
|
|
Nov 15, 2023
Q3 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-4.97K- 12.79% |
$425K - $484K
|
33.9K
$3.31M
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-4.99K- 14.29% |
$427K - $486K
|
29.9K
$2.92M
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-5.01K- 8.11% |
$429K - $488K
|
56.8K
$5.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-5.04K- 1.75% |
$431K - $490K
|
283K
$27.6M
|
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
SELL
|
- |
-5.08K- 1.87% |
$434K - $494K
|
266K
$26M
|
|
|
Oct 26, 2023
Q3 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-5.17K- 25.74% |
$442K - $504K
|
14.9K
$1.46M
|
|
|
Oct 18, 2023
Q3 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-5.26K- 29.54% |
$450K - $512K
|
12.5K
$1.22M
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-5.29K- 37.42% |
$452K - $515K
|
8.84K
$863K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.53K- 44.52% |
$473K - $538K
|
6.89K
$672K
|
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-5.73K- 18.85% |
$490K - $558K
|
24.7K
$2.41M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-5.89K- 9.08% |
$504K - $574K
|
59K
$5.75M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.89K- 28.47% |
$504K - $574K
|
14.8K
$1.44M
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-6.02K- 16.78% |
$515K - $586K
|
29.9K
$2.91M
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-6.17K- 8.03% |
$528K - $601K
|
70.6K
$6.89M
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-6.38K- 23.36% |
$546K - $622K
|
20.9K
$2.04M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-6.44K- 13.78% |
$551K - $628K
|
40.3K
$3.93M
|
|
|
Oct 24, 2023
Q3 2023
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-7.22K- 12.31% |
$618K - $703K
|
51.5K
$5.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-7.41K- 20.25% |
$634K - $722K
|
29.2K
$2.85M
|
|
|
Oct 11, 2023
Q3 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-7.46K- 15.93% |
$638K - $726K
|
39.4K
$3.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-7.66K- 9.48% |
$655K - $746K
|
73.1K
$7.13M
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-7.66K- 30.38% |
$655K - $746K
|
17.6K
$1.71M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-7.95K- 15.44% |
$680K - $775K
|
43.6K
$4.25M
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-8.33K- 11.7% |
$712K - $811K
|
62.9K
$6.13M
|
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-8.43K- 11.39% |
$721K - $821K
|
65.6K
$6.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-8.45K- 24.79% |
$723K - $823K
|
25.6K
$2.5M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8.66K- 11.18% |
$741K - $844K
|
68.8K
$6.72M
|