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 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
18.1KNew |
$1.55M - $1.77M
|
18.1K
$1.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
17.6K+ 59.11% |
$1.5M - $1.71M
|
47.3K
$4.61M
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
15.6K+ 4.27% |
$1.33M - $1.52M
|
380K
$37.1M
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
15.6K+ 4.27% |
$1.33M - $1.52M
|
380K
$37.1M
|
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
15.5K+ 40.29% |
$1.33M - $1.51M
|
54K
$5.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
13.8KNew |
$1.18M - $1.34M
|
13.8K
$1.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13.8K+ 4.99% |
$1.18M - $1.34M
|
291K
$28.4M
|
|
|
Feb 14, 2024
Q3 2023
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
13.4KNew |
$1.15M - $1.31M
|
13.4K
$1.31M
|
|
|
Oct 20, 2023
Q3 2023
|
Covenant Partners, LLC
|
BUY
|
- |
12.7K+ 4.99% |
$1.09M - $1.24M
|
268K
$26.1M
|
|
|
Oct 27, 2023
Q3 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
12.5K+ 49.2% |
$1.07M - $1.21M
|
37.8K
$3.69M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
12.3K+ 337.36% |
$1.06M - $1.2M
|
16K
$1.56M
|
|
|
Oct 27, 2023
Q3 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
11.8K+ 29.27% |
$1.01M - $1.15M
|
52.2K
$5.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
11.6K+ 81.43% |
$996K - $1.13M
|
25.9K
$2.53M
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
11.4K+ 3.54% |
$977K - $1.11M
|
334K
$32.6M
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
11.1K+ 31.84% |
$951K - $1.08M
|
46K
$4.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
10.2K+ 19.89% |
$876K - $998K
|
61.7K
$6.02M
|
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
10.1K+ 213.43% |
$866K - $986K
|
14.9K
$1.45M
|
|
|
Oct 20, 2023
Q3 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
10K+ 10.36% |
$857K - $976K
|
107K
$10.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
9.78K+ 23.64% |
$836K - $952K
|
51.1K
$4.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
9.62KNew |
$823K - $937K
|
9.62K
$939K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.26K+ 14.64% |
$792K - $902K
|
72.5K
$7.07M
|
|
|
Nov 27, 2023
Q3 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
9.11K+ 22.61% |
$780K - $887K
|
49.4K
$4.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
8.88K+ 2.2% |
$760K - $865K
|
412K
$40.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Harding Loevner LP
Bridgewater, NJ |
BUY
|
- |
8.82KNew |
$755K - $859K
|
8.82K
$861K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.81K+ 9.67% |
$754K - $858K
|
99.9K
$9.75M
|
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
8.55K+ 40.9% |
$731K - $832K
|
29.4K
$2.87M
|
|
|
Nov 01, 2023
Q3 2023
|
Financial Life Advisors
|
BUY
|
- |
7.53K+ 5.98% |
$644K - $733K
|
134K
$13M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.53K+ 12.62% |
$644K - $733K
|
67.1K
$6.55M
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
7.44K+ 83.35% |
$636K - $724K
|
16.4K
$1.6M
|
|
|
Oct 26, 2023
Q3 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
7.43K+ 7.71% |
$635K - $723K
|
104K
$10.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
7.29K+ 190.88% |
$623K - $710K
|
11.1K
$1.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
7.16K+ 81.6% |
$612K - $697K
|
15.9K
$1.55M
|
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
7.13K+ 93.62% |
$610K - $694K
|
14.7K
$1.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
7.04K+ 3.93% |
$602K - $685K
|
186K
$18.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
7.03K+ 6.21% |
$601K - $685K
|
120K
$11.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
7.01K+ 18.63% |
$600K - $683K
|
44.6K
$4.36M
|
|
|
Oct 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
6.99K+ 60.09% |
$598K - $681K
|
18.6K
$1.82M
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
6.86K+ 8.83% |
$587K - $668K
|
84.6K
$8.25M
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
6.55K+ 2.51% |
$560K - $638K
|
268K
$26.1M
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
6.52K+ 1.66% |
$558K - $635K
|
399K
$39M
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
6.5KNew |
$556K - $633K
|
6.5K
$634K
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
6.28K+ 147.51% |
$537K - $612K
|
10.5K
$1.03M
|
|
|
Nov 09, 2023
Q3 2023
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
6.2KNew |
$530K - $604K
|
6.2K
$605K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
6.11K+ 8.02% |
$522K - $595K
|
82.3K
$8.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.95K+ 198.7% |
$509K - $579K
|
8.94K
$872K
|
|
|
Nov 08, 2023
Q3 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
5.92KNew |
$506K - $576K
|
5.92K
$577K
|
|
|
Oct 16, 2023
Q3 2023
|
Forte Asset Management LLC
|
BUY
|
- |
5.91K+ 9.56% |
$505K - $575K
|
67.7K
$6.61M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
5.87K+ 13.69% |
$503K - $572K
|
48.8K
$4.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
5.87K+ 13.69% |
$503K - $572K
|
48.8K
$4.76M
|
|
|
Oct 10, 2023
Q3 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
5.46K+ 172.07% |
$467K - $532K
|
8.63K
$842K
|