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
|
Ascent Group, LLC
|
SELL
|
- |
-25.1K- 55.96% |
$2.14M - $2.44M
|
19.7K
$1.92M
|
|
|
Oct 16, 2023
Q3 2023
|
One Advisory Partners, LLC
|
SELL
|
- |
-25.1K- 16.94% |
$2.15M - $2.44M
|
123K
$12M
|
|
|
Nov 13, 2023
Q3 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-26.4K- 19.23% |
$2.26M - $2.57M
|
111K
$10.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-27K- 6.91% |
$2.31M - $2.63M
|
364K
$35.5M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-27.3K- 21.97% |
$2.34M - $2.66M
|
96.9K
$9.46M
|
|
|
Oct 10, 2023
Q3 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-27.4K- 19.1% |
$2.35M - $2.67M
|
116K
$11.3M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-28K- 23.45% |
$2.39M - $2.73M
|
91.4K
$8.91M
|
|
|
Nov 07, 2023
Q3 2023
|
Keystone Financial Services
|
SELL
|
- |
-31.3K- 19.9% |
$2.68M - $3.05M
|
126K
$12.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-31.5K- 13.13% |
$2.69M - $3.07M
|
208K
$20.3M
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-32.4K- 3.11% |
$2.77M - $3.15M
|
1.01M
$98.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-32.6K- 21.04% |
$2.79M - $3.18M
|
122K
$11.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-32.7K- 19.47% |
$2.79M - $3.18M
|
135K
$13.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-32.7K- 14.64% |
$2.8M - $3.19M
|
191K
$18.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-35K- 10.36% |
$2.99M - $3.41M
|
303K
$29.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-35.1K- 8.35% |
$3.01M - $3.42M
|
386K
$37.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-36.1K- 14.95% |
$3.09M - $3.52M
|
206K
$20.1M
|
|
|
Oct 31, 2023
Q3 2023
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-37K- 37.32% |
$3.17M - $3.6M
|
62.2K
$6.06M
|
|
|
Nov 01, 2023
Q3 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-37.6K- 20.33% |
$3.22M - $3.66M
|
147K
$14.4M
|
|
|
Oct 23, 2023
Q3 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-38.5K- 16.21% |
$3.29M - $3.75M
|
199K
$19.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-39.3K- 16.75% |
$3.36M - $3.83M
|
195K
$19.1M
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-39.7K- 51.72% |
$3.39M - $3.86M
|
37K
$3.61M
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-40K- 57.84% |
$3.42M - $3.89M
|
29.1K
$2.84M
|
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-40.9K- 19.8% |
$3.5M - $3.98M
|
166K
$16.2M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-42.1K- 16.59% |
$3.6M - $4.1M
|
211K
$20.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-44K- 13.01% |
$3.77M - $4.29M
|
294K
$28.7M
|
|
|
Oct 12, 2023
Q3 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-45K- 20.18% |
$3.85M - $4.39M
|
178K
$17.4M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-45.9K- 4.24% |
$3.92M - $4.47M
|
1.04M
$101M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-46.4K- 23.29% |
$3.97M - $4.52M
|
153K
$14.9M
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-47.2K- 65.32% |
$4.04M - $4.59M
|
25K
$2.44M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-50.7K- 12.97% |
$4.34M - $4.94M
|
341K
$33.2M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-51K- 62.21% |
$4.36M - $4.96M
|
30.9K
$3.02M
|
|
|
Nov 15, 2023
Q3 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-51.1K- 21.08% |
$4.37M - $4.98M
|
191K
$18.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-55.6K- 81.12% |
$4.75M - $5.41M
|
12.9K
$1.26M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-64K- 12.42% |
$5.47M - $6.23M
|
451K
$44M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-64K- 15.36% |
$5.47M - $6.23M
|
352K
$34.4M
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-65.1K- 97.99% |
$5.57M - $6.34M
|
1.33K
$130K
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-67.6K- 4.85% |
$5.78M - $6.58M
|
1.33M
$129M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-71.2K- 59.24% |
$6.09M - $6.93M
|
49K
$4.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-74.1K- 70.65% |
$6.34M - $7.22M
|
30.8K
$3M
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-74.3K- 21.13% |
$6.36M - $7.24M
|
277K
$27.1M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-90.8K- 10.39% |
$7.77M - $8.85M
|
783K
$76.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-96.7KClosed |
$8.28M - $9.42M
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-107K- 36.67% |
$9.17M - $10.4M
|
185K
$18.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-109K- 10.22% |
$9.33M - $10.6M
|
958K
$93.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-119K- 18.23% |
$10.2M - $11.6M
|
533K
$52M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-121K- 40.15% |
$10.4M - $11.8M
|
181K
$17.6M
|
|
|
Oct 25, 2023
Q3 2023
|
Jb Capital LLC
|
SELL
|
- |
-131K- 16.64% |
$11.2M - $12.8M
|
657K
$64.1M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-185K- 26.34% |
$15.8M - $18M
|
516K
$50.3M
|
|
|
Nov 30, 2023
Q3 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-188K- 75.48% |
$16.1M - $18.3M
|
61K
$5.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-192K- 11.7% |
$16.4M - $18.7M
|
1.45M
$142M
|