Purchases and Sales Made in Q4 2023 in Msci Eafe Growth ETF (EFG)
This table provides information about the institutional ownership of Msci Eafe Growth ETF (EFG) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
958KNew |
$79M - $92.9M
|
958K
$94.1M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
643KNew |
$53.1M - $62.3M
|
643K
$63.2M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
471K+ 3182.6% |
$38.9M - $45.7M
|
486K
$47.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
352KNew |
$29M - $34.1M
|
352K
$34.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
245K+ 1101.48% |
$20.2M - $23.8M
|
267K
$26.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
219KNew |
$18.1M - $21.2M
|
219K
$21.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
216KNew |
$17.8M - $20.9M
|
216K
$21.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
196K+ 108.53% |
$16.2M - $19M
|
377K
$37M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
175K+ 357.84% |
$14.5M - $17M
|
224K
$22M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
162K+ 64.07% |
$13.3M - $15.7M
|
414K
$40.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
145KNew |
$12M - $14.1M
|
145K
$14.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
137K+ 1.66% |
$11.3M - $13.3M
|
8.38M
$824M
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
102KNew |
$8.46M - $9.94M
|
102K
$10.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
87.5K+ 119.75% |
$7.23M - $8.49M
|
161K
$15.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
79.6KNew |
$6.57M - $7.72M
|
79.6K
$7.82M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
79.1KNew |
$6.53M - $7.67M
|
79.1K
$7.77M
|
|
|
Jan 31, 2024
Q4 2023
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
69.9KNew |
$5.77M - $6.78M
|
69.9K
$6.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
69.6KNew |
$5.74M - $6.75M
|
69.6K
$6.84M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
68.6K+ 1096.04% |
$5.67M - $6.66M
|
74.9K
$7.36M
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
68.1K+ 5107.28% |
$5.62M - $6.6M
|
69.4K
$6.82M
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
68KNew |
$5.61M - $6.59M
|
68K
$6.68M
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
68KNew |
$5.61M - $6.59M
|
68K
$6.68M
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
58.7KNew |
$4.84M - $5.69M
|
58.7K
$5.77M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
57KNew |
$4.7M - $5.53M
|
57K
$5.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
55.9K+ 411.67% |
$4.61M - $5.42M
|
69.5K
$6.83M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
51.9KNew |
$4.28M - $5.03M
|
51.9K
$5.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
48.4K+ 3.82% |
$3.99M - $4.69M
|
1.32M
$129M
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
43K+ 28.06% |
$3.55M - $4.17M
|
196K
$19.3M
|
|
|
Apr 09, 2024
Q4 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
42.5KNew |
$3.51M - $4.12M
|
42.5K
$4.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Harding Loevner LP
Bridgewater, NJ |
BUY
|
- |
42K+ 476.33% |
$3.47M - $4.08M
|
50.9K
$5M
|
|
|
Feb 28, 2024
Q4 2023
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
41.5KNew |
$3.43M - $4.03M
|
41.5K
$4.08M
|
|
|
Jan 25, 2024
Q4 2023
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
41.4KNew |
$3.41M - $4.01M
|
41.4K
$4.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
40.6K+ 13.98% |
$3.35M - $3.94M
|
331K
$32.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
40.6KNew |
$3.35M - $3.94M
|
40.6K
$3.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
37.5K+ 13.22% |
$3.09M - $3.63M
|
321K
$31.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
36K+ 14.31% |
$2.97M - $3.49M
|
287K
$28.3M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
35.6KNew |
$2.94M - $3.45M
|
35.6K
$3.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Harbor Group, Inc.
|
BUY
|
- |
32.3K+ 306.09% |
$2.66M - $3.13M
|
42.8K
$4.2M
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
BUY
|
- |
31.8K+ 366.71% |
$2.62M - $3.08M
|
40.4K
$3.97M
|
|
|
Feb 13, 2024
Q4 2023
|
Lansing Street Advisors
|
BUY
|
- |
31.5K+ 2254.8% |
$2.6M - $3.05M
|
32.9K
$3.23M
|
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
30.8K+ 971.77% |
$2.54M - $2.99M
|
34K
$3.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
30.5KNew |
$2.52M - $2.96M
|
30.5K
$3M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
29.7K+ 57.68% |
$2.45M - $2.88M
|
81.3K
$7.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
29.3KNew |
$2.42M - $2.84M
|
29.3K
$2.88M
|
|
|
Mar 05, 2024
Q4 2023
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
29KNew |
$2.39M - $2.81M
|
29K
$2.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
27KNew |
$2.23M - $2.62M
|
27K
$2.65M
|
|
|
Feb 12, 2024
Q4 2023
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
26.6KNew |
$2.2M - $2.58M
|
26.6K
$2.62M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
26.2K+ 12.4% |
$2.16M - $2.54M
|
238K
$23.4M
|
|
|
Jul 30, 2024
Q4 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
25.5KNew |
$2.1M - $2.47M
|
25.5K
$2.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
25.4K+ 1012.77% |
$2.09M - $2.46M
|
27.9K
$2.74M
|