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 19, 2023
Q3 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-100- 1.87% |
$8.56K - $9.74K
|
5.24K
$511K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-100- 0.34% |
$8.56K - $9.74K
|
29.3K
$2.86M
|
|
|
Nov 01, 2023
Q3 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-102- 1.59% |
$8.73K - $9.93K
|
6.29K
$614K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-105- 0.82% |
$8.98K - $10.2K
|
12.7K
$1.24M
|
|
|
Nov 09, 2023
Q3 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-108- 0.23% |
$9.24K - $10.5K
|
46.2K
$4.51M
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-112- 0.07% |
$9.58K - $10.9K
|
155K
$15.2M
|
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-116- 4.39% |
$9.92K - $11.3K
|
2.53K
$247K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-119- 1.71% |
$10.2K - $11.6K
|
6.84K
$667K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-122- 2.19% |
$10.4K - $11.9K
|
5.45K
$532K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-126- 0.08% |
$10.8K - $12.3K
|
154K
$15M
|
|
|
Oct 31, 2023
Q3 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-132- 1.83% |
$11.3K - $12.9K
|
7.09K
$691K
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-138- 3.45% |
$11.8K - $13.4K
|
3.86K
$377K
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-141- 5.16% |
$12.1K - $13.7K
|
2.59K
$253K
|
|
|
Oct 10, 2023
Q3 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-143- 1.49% |
$12.2K - $13.9K
|
9.48K
$925K
|
|
|
Nov 14, 2023
Q3 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-146- 1.17% |
$12.5K - $14.2K
|
12.3K
$1.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-147- 1.84% |
$12.6K - $14.3K
|
7.86K
$766K
|
|
|
Nov 06, 2023
Q3 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-147- 0.25% |
$12.6K - $14.3K
|
58.7K
$5.73M
|
|
|
Oct 31, 2023
Q3 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-149- 1.68% |
$12.7K - $14.5K
|
8.73K
$852K
|
|
|
Oct 31, 2023
Q3 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-184- 0.08% |
$15.7K - $17.9K
|
241K
$23.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-192- 1.51% |
$16.4K - $18.7K
|
12.5K
$1.22M
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-198- 1.64% |
$16.9K - $19.3K
|
11.9K
$1.16M
|
|
|
Nov 09, 2023
Q3 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-200- 3.93% |
$17.1K - $19.5K
|
4.89K
$477K
|
|
|
Nov 07, 2023
Q3 2023
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-203- 1.44% |
$17.4K - $19.8K
|
13.9K
$1.36M
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-204- 6.58% |
$17.5K - $19.9K
|
2.9K
$283K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-209- 7.35% |
$17.9K - $20.4K
|
2.63K
$257K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-215- 4.15% |
$18.4K - $20.9K
|
4.97K
$485K
|
|
|
Nov 14, 2023
Q3 2023
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-219- 0.49% |
$18.7K - $21.3K
|
44.9K
$4.38M
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-219- 0.79% |
$18.7K - $21.3K
|
27.4K
$2.67M
|
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-220- 11.42% |
$18.8K - $21.4K
|
1.71K
$166K
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-223- 77.97% |
$19.1K - $21.7K
|
63
$6.15K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-223- 4.65% |
$19.1K - $21.7K
|
4.57K
$446K
|
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-240- 1.06% |
$20.5K - $23.4K
|
22.4K
$2.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-243- 1.83% |
$20.8K - $23.7K
|
13K
$1.27M
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-247- 2.33% |
$21.1K - $24.1K
|
10.4K
$1.01M
|
|
|
Dec 05, 2023
Q3 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-247- 6.27% |
$21.1K - $24.1K
|
3.69K
$360K
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-289- 10.22% |
$24.7K - $28.1K
|
2.54K
$248K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-295- 4.0% |
$25.2K - $28.7K
|
7.08K
$690K
|
|
|
Oct 10, 2023
Q3 2023
|
Harbor Group, Inc.
|
SELL
|
- |
-307- 2.83% |
$26.3K - $29.9K
|
10.5K
$1.03M
|
|
|
Dec 06, 2023
Q3 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-309- 1.92% |
$26.4K - $30.1K
|
15.8K
$1.54M
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-314- 7.52% |
$26.9K - $30.6K
|
3.86K
$377K
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-320- 15.29% |
$27.4K - $31.2K
|
1.77K
$173K
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-322- 2.14% |
$27.5K - $31.4K
|
14.7K
$1.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-328- 1.98% |
$28.1K - $31.9K
|
16.2K
$1.58M
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-364- 2.59% |
$31.1K - $35.4K
|
13.7K
$1.34M
|
|
|
Nov 09, 2023
Q3 2023
|
Rollins Financial
|
SELL
|
- |
-375- 11.06% |
$32.1K - $36.5K
|
3.02K
$294K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-377- 35.7% |
$32.3K - $36.7K
|
679
$66.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-391- 9.55% |
$33.5K - $38.1K
|
3.71K
$361K
|
|
|
Oct 25, 2023
Q3 2023
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-396- 12.44% |
$33.9K - $38.6K
|
2.79K
$272K
|
|
|
Oct 23, 2023
Q3 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-438- 3.79% |
$37.5K - $42.7K
|
11.1K
$1.08M
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
SELL
|
- |
-440- 22.65% |
$37.6K - $42.9K
|
1.5K
$147K
|