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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2023
Q3 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-8.74K- 14.52% |
$748K - $851K
|
51.5K
$5.02M
|
|
|
Oct 31, 2023
Q3 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-9.04K- 20.29% |
$773K - $880K
|
35.5K
$3.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-9.1K- 12.47% |
$779K - $886K
|
63.9K
$6.23M
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-9.16K- 49.44% |
$783K - $892K
|
9.37K
$914K
|
|
|
Nov 08, 2023
Q3 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-9.38K- 53.87% |
$802K - $913K
|
8.03K
$783K
|
|
|
Oct 26, 2023
Q3 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-9.86K- 17.86% |
$844K - $961K
|
45.4K
$4.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-10.3K- 7.97% |
$884K - $1.01M
|
119K
$11.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-10.5K- 20.48% |
$896K - $1.02M
|
40.7K
$3.97M
|
|
|
Oct 19, 2023
Q3 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-10.6K- 10.51% |
$904K - $1.03M
|
90K
$8.78M
|
|
|
Nov 13, 2023
Q3 2023
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-10.9K- 9.62% |
$930K - $1.06M
|
102K
$9.96M
|
|
|
Nov 01, 2023
Q3 2023
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-11.3K- 27.77% |
$969K - $1.1M
|
29.4K
$2.87M
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-11.7K- 14.08% |
$998K - $1.14M
|
71.2K
$6.95M
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-11.9K- 13.53% |
$1.01M - $1.15M
|
75.7K
$7.39M
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-11.9K- 48.66% |
$1.02M - $1.16M
|
12.5K
$1.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-12K- 64.27% |
$1.03M - $1.17M
|
6.66K
$650K
|
|
|
Oct 10, 2023
Q3 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-12.3K- 12.77% |
$1.05M - $1.2M
|
84.2K
$8.21M
|
|
|
Nov 01, 2023
Q3 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-12.4K- 8.06% |
$1.06M - $1.21M
|
142K
$13.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-12.7K- 12.2% |
$1.09M - $1.24M
|
91.7K
$8.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-13.6K- 3.23% |
$1.16M - $1.32M
|
407K
$39.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-14.3K- 16.01% |
$1.22M - $1.39M
|
75K
$7.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-14.5K- 61.4% |
$1.24M - $1.41M
|
9.11K
$888K
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-14.9K- 47.99% |
$1.27M - $1.45M
|
16.1K
$1.57M
|
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-15K- 30.74% |
$1.28M - $1.46M
|
33.7K
$3.29M
|
|
|
Oct 27, 2023
Q3 2023
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-15.1K- 20.1% |
$1.29M - $1.47M
|
59.9K
$5.84M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-15.4K- 4.12% |
$1.32M - $1.5M
|
358K
$35M
|
|
|
Nov 21, 2023
Q3 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-15.7K- 9.63% |
$1.34M - $1.52M
|
147K
$14.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-15.8K- 19.44% |
$1.36M - $1.54M
|
65.6K
$6.4M
|
|
|
Feb 15, 2024
Q3 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-16K- 17.75% |
$1.37M - $1.56M
|
74.2K
$7.24M
|
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-16.8K- 28.31% |
$1.44M - $1.63M
|
42.5K
$4.15M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-17.1K- 18.46% |
$1.46M - $1.66M
|
75.5K
$7.36M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-17.6K- 14.06% |
$1.51M - $1.71M
|
108K
$10.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-17.6K- 20.55% |
$1.51M - $1.72M
|
68.1K
$6.65M
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-17.7K- 30.2% |
$1.51M - $1.72M
|
40.8K
$3.98M
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-18K- 14.03% |
$1.54M - $1.75M
|
110K
$10.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-18.3K- 3.94% |
$1.56M - $1.78M
|
446K
$43.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-18.5K- 25.61% |
$1.58M - $1.8M
|
53.6K
$5.23M
|
|
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-19.1KClosed |
$1.63M - $1.86M
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-19.3K- 27.27% |
$1.65M - $1.88M
|
51.6K
$5.03M
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-19.4K- 65.12% |
$1.66M - $1.89M
|
10.4K
$1.02M
|
|
|
Nov 03, 2023
Q3 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-19.6K- 16.82% |
$1.68M - $1.91M
|
97K
$9.47M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-20.5K- 14.69% |
$1.75M - $2M
|
119K
$11.6M
|
|
|
Oct 20, 2023
Q3 2023
|
Tnf LLC
|
SELL
|
- |
-21K- 14.08% |
$1.79M - $2.04M
|
128K
$12.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-21.1K- 19.01% |
$1.8M - $2.05M
|
89.8K
$8.76M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-21.1K- 85.02% |
$1.81M - $2.06M
|
3.72K
$363K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-21.2K- 27.85% |
$1.82M - $2.07M
|
55.1K
$5.37M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-21.3K- 12.37% |
$1.82M - $2.07M
|
151K
$14.7M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-22.1K- 8.61% |
$1.89M - $2.15M
|
235K
$22.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-22.8K- 1.76% |
$1.95M - $2.22M
|
1.27M
$124M
|
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-24.6K- 23.83% |
$2.11M - $2.4M
|
78.7K
$7.68M
|
|
|
Oct 06, 2023
Q3 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-24.9K- 12.04% |
$2.13M - $2.42M
|
182K
$17.7M
|