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
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
838+ 36.29% |
$71.7K - $81.6K
|
3.15K
$307K
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
826+ 9.67% |
$70.7K - $80.4K
|
9.37K
$914K
|
|
Apr 12, 2024
Q3 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
816+ 2.06% |
$69.8K - $79.5K
|
40.4K
$3.94M
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
785+ 20.61% |
$67.2K - $76.5K
|
4.59K
$448K
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
778+ 12.8% |
$66.6K - $75.8K
|
6.86K
$669K
|
|
Oct 23, 2023
Q3 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
754+ 3.06% |
$64.5K - $73.4K
|
25.4K
$2.48M
|
|
Nov 07, 2023
Q3 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
745+ 6.47% |
$63.7K - $72.6K
|
12.3K
$1.2M
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
743+ 6.85% |
$63.6K - $72.4K
|
11.6K
$1.13M
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
741+ 18.27% |
$63.4K - $72.2K
|
4.8K
$468K
|
|
Oct 24, 2023
Q3 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
728+ 1.79% |
$62.3K - $70.9K
|
41.4K
$4.04M
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
725+ 241.67% |
$62K - $70.6K
|
1.03K
$100K
|
|
Nov 03, 2023
Q3 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
693+ 2.18% |
$59.3K - $67.5K
|
32.5K
$3.17M
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
689+ 8.97% |
$58.9K - $67.1K
|
8.37K
$816K
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
688+ 13.47% |
$58.9K - $67K
|
5.8K
$566K
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
669+ 15.52% |
$57.2K - $65.2K
|
4.98K
$486K
|
|
Nov 06, 2023
Q3 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
668+ 3.02% |
$57.1K - $65.1K
|
22.8K
$2.22M
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
662+ 7.5% |
$56.6K - $64.5K
|
9.49K
$926K
|
|
Oct 17, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
655+ 655.0% |
$56K - $63.8K
|
755
$73.7K
|
|
Feb 16, 2024
Q3 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
650+ 8.84% |
$55.6K - $63.3K
|
8K
$781K
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
633+ 3.62% |
$54.2K - $61.6K
|
18.1K
$1.77M
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
BUY
|
- |
595+ 3.01% |
$50.9K - $57.9K
|
20.4K
$1.99M
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
591New |
$50.6K - $57.6K
|
591
$57.7K
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
587+ 3.15% |
$50.2K - $57.2K
|
19.2K
$1.87M
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
583+ 25.73% |
$49.9K - $56.8K
|
2.85K
$278K
|
|
Oct 10, 2023
Q3 2023
|
Fluent Financial, LLC
|
BUY
|
- |
573+ 10.1% |
$49K - $55.8K
|
6.25K
$609K
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
569+ 126.73% |
$48.7K - $55.4K
|
1.02K
$99.3K
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
566+ 5.5% |
$48.4K - $55.1K
|
10.9K
$1.06M
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
556+ 3.02% |
$47.6K - $54.1K
|
19K
$1.85M
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
552+ 1.21% |
$47.2K - $53.8K
|
46.2K
$4.51M
|
|
Oct 25, 2023
Q3 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
545+ 20.76% |
$46.6K - $53.1K
|
3.17K
$309K
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
518+ 6.03% |
$44.3K - $50.4K
|
9.11K
$889K
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
496New |
$42.4K - $48.3K
|
496
$48.4K
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
485+ 1.19% |
$41.5K - $47.2K
|
41.2K
$4.02M
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
460+ 34.05% |
$39.4K - $44.8K
|
1.81K
$177K
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
440New |
$37.6K - $42.9K
|
440
$42.9K
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
439+ 15.45% |
$37.6K - $42.8K
|
3.28K
$320K
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
438+ 695.24% |
$37.5K - $42.7K
|
501
$48.9K
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
395+ 14.24% |
$33.8K - $38.5K
|
3.17K
$309K
|
|
Nov 02, 2023
Q3 2023
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
383+ 5.64% |
$32.8K - $37.3K
|
7.18K
$700K
|
|
Oct 25, 2023
Q3 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
382+ 6.65% |
$32.7K - $37.2K
|
6.12K
$597K
|
|
Nov 02, 2023
Q3 2023
|
Diversified, LLC
|
BUY
|
- |
359+ 2.94% |
$30.7K - $35K
|
12.6K
$1.23M
|
|
Oct 31, 2023
Q3 2023
|
First American Trust, Fsb
|
BUY
|
- |
353+ 10.04% |
$30.2K - $34.4K
|
3.87K
$377K
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
345+ 6.43% |
$29.5K - $33.6K
|
5.71K
$557K
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
345+ 6.76% |
$29.5K - $33.6K
|
5.45K
$532K
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
342+ 3.01% |
$29.3K - $33.3K
|
11.7K
$1.14M
|
|
Oct 12, 2023
Q3 2023
|
Patten Group, Inc.
|
BUY
|
- |
335+ 1.44% |
$28.7K - $32.6K
|
23.7K
$2.31M
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
329New |
$28.1K - $32K
|
329
$32.1K
|
|
Nov 14, 2023
Q3 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
329+ 1.16% |
$28.1K - $32K
|
28.6K
$2.79M
|
|
Nov 14, 2023
Q3 2023
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
327+ 0.44% |
$28K - $31.8K
|
75.1K
$7.33M
|
|
Oct 19, 2023
Q3 2023
|
Family Firm, Inc.
|
BUY
|
- |
325+ 13.17% |
$27.8K - $31.7K
|
2.79K
$272K
|