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
|
Wedbush Securities Inc
|
SELL
|
- |
-444- 8.12% |
$38K - $43.2K
|
5.02K
$490K
|
|
|
Nov 14, 2023
Q3 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-449- 0.32% |
$38.4K - $43.7K
|
139K
$13.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-475- 1.08% |
$40.6K - $46.3K
|
43.4K
$4.23M
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-477- 42.9% |
$40.8K - $46.5K
|
635
$62K
|
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-519- 12.96% |
$44.4K - $50.5K
|
3.49K
$340K
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-549- 17.31% |
$47K - $53.5K
|
2.62K
$256K
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-557- 3.53% |
$47.7K - $54.2K
|
15.2K
$1.49M
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-568- 14.35% |
$48.6K - $55.3K
|
3.39K
$331K
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-569- 30.94% |
$48.7K - $55.4K
|
1.27K
$124K
|
|
|
Nov 13, 2023
Q3 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-579- 3.96% |
$49.5K - $56.4K
|
14.1K
$1.37M
|
|
|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-581- 12.56% |
$49.7K - $56.6K
|
4.05K
$395K
|
|
|
Nov 09, 2023
Q3 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-585- 9.1% |
$50K - $57K
|
5.85K
$570K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
SELL
|
- |
-589- 47.31% |
$50.4K - $57.4K
|
656
$64K
|
|
|
Oct 25, 2023
Q3 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-590- 16.58% |
$50.5K - $57.5K
|
2.97K
$290K
|
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
SELL
|
- |
-593- 9.51% |
$50.7K - $57.8K
|
5.65K
$551K
|
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-604- 0.97% |
$51.7K - $58.8K
|
61.6K
$6.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-613- 58.55% |
$52.4K - $59.7K
|
434
$42.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-629- 12.76% |
$53.8K - $61.3K
|
4.3K
$420K
|
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-635- 15.76% |
$54.3K - $61.8K
|
3.39K
$331K
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-662- 2.98% |
$56.6K - $64.5K
|
21.6K
$2.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-664- 7.41% |
$56.8K - $64.7K
|
8.29K
$809K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-690- 6.58% |
$59K - $67.2K
|
9.8K
$956K
|
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-719- 5.49% |
$61.5K - $70K
|
12.4K
$1.21M
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-739- 9.56% |
$63.2K - $72K
|
6.99K
$682K
|
|
|
Nov 09, 2023
Q3 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-740- 12.08% |
$63.3K - $72.1K
|
5.39K
$525K
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-771- 2.6% |
$66K - $75.1K
|
28.8K
$2.81M
|
|
|
Nov 06, 2023
Q3 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-781- 8.07% |
$66.8K - $76.1K
|
8.9K
$868K
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-791- 20.39% |
$67.7K - $77K
|
3.09K
$301K
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-806- 5.91% |
$69K - $78.5K
|
12.8K
$1.25M
|
|
|
Oct 18, 2023
Q3 2023
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-832- 1.42% |
$71.2K - $81K
|
57.9K
$5.65M
|
|
|
Oct 26, 2023
Q3 2023
|
Gratus Capital LLC
|
SELL
|
- |
-837- 0.81% |
$71.6K - $81.5K
|
103K
$10M
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-852- 1.63% |
$72.9K - $83K
|
51.4K
$5.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-854- 1.87% |
$73.1K - $83.2K
|
44.8K
$4.37M
|
|
|
Nov 15, 2023
Q3 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-871- 14.49% |
$74.5K - $84.8K
|
5.14K
$501K
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-873- 23.36% |
$74.7K - $85K
|
2.86K
$279K
|
|
|
Nov 14, 2023
Q3 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-879- 14.53% |
$75.2K - $85.6K
|
5.17K
$505K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-927- 56.7% |
$79.3K - $90.3K
|
708
$69.1K
|
|
|
Oct 26, 2023
Q3 2023
|
Rockland Trust CO
|
SELL
|
- |
-943- 12.55% |
$80.7K - $91.8K
|
6.57K
$641K
|
|
|
Oct 18, 2023
Q3 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-951- 14.85% |
$81.4K - $92.6K
|
5.45K
$532K
|
|
|
Oct 31, 2023
Q3 2023
|
James Investment Research Inc
|
SELL
|
- |
-974- 13.57% |
$83.3K - $94.9K
|
6.21K
$605K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-983- 4.38% |
$84.1K - $95.7K
|
21.4K
$2.09M
|
|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-999- 18.31% |
$85.5K - $97.3K
|
4.46K
$435K
|
|
|
Oct 31, 2023
Q3 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-1.02K- 18.09% |
$86.8K - $98.9K
|
4.6K
$448K
|
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-1.02K- 7.1% |
$87.5K - $99.6K
|
13.4K
$1.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.08K- 9.55% |
$92.1K - $105K
|
10.2K
$995K
|
|
|
Oct 23, 2023
Q3 2023
|
First Pacific Financial
|
SELL
|
- |
-1.08K- 2.42% |
$92.7K - $106K
|
43.7K
$4.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.11K- 11.36% |
$94.8K - $108K
|
8.65K
$844K
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.12K- 23.96% |
$95.4K - $109K
|
3.54K
$345K
|
|
|
Nov 14, 2023
Q3 2023
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-1.13K- 9.37% |
$96.4K - $110K
|
10.9K
$1.06M
|
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
SELL
|
- |
-1.15K- 20.2% |
$98.6K - $112K
|
4.55K
$444K
|