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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2024
Q4 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-848- 2.01% |
$70K - $82.2K
|
41.3K
$4.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-901- 13.08% |
$74.4K - $87.4K
|
5.99K
$588K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-901- 7.19% |
$74.4K - $87.4K
|
11.6K
$1.14M
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-918- 24.78% |
$75.8K - $89K
|
2.79K
$274K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-951- 3.47% |
$78.5K - $92.2K
|
26.4K
$2.6M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-954- 34.75% |
$78.7K - $92.5K
|
1.79K
$176K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-969- 15.08% |
$80K - $94K
|
5.46K
$536K
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-974- 18.83% |
$80.4K - $94.5K
|
4.2K
$413K
|
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-975- 15.27% |
$80.5K - $94.6K
|
5.41K
$532K
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-1.01K- 8.55% |
$83.2K - $97.8K
|
10.8K
$1.06M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.05K- 3.11% |
$87K - $102K
|
32.9K
$3.23M
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.09K- 5.03% |
$89.5K - $105K
|
20.5K
$2.01M
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.12K- 32.95% |
$92.3K - $108K
|
2.28K
$224K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.14K- 8.9% |
$94.2K - $111K
|
11.7K
$1.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.15K- 0.2% |
$94.7K - $111K
|
562K
$55.3M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.15K- 23.11% |
$95K - $112K
|
3.83K
$376K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.16K- 90.37% |
$96K - $113K
|
124
$12.2K
|
|
|
Jan 17, 2024
Q4 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-1.18K- 3.07% |
$97.4K - $114K
|
37.3K
$3.67M
|
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-1.18K- 11.65% |
$97.5K - $115K
|
8.96K
$880K
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.19K- 5.94% |
$97.8K - $115K
|
18.7K
$1.84M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.19K- 13.44% |
$98K - $115K
|
7.65K
$752K
|
|
|
Feb 06, 2024
Q4 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-1.2K- 15.77% |
$99K - $116K
|
6.4K
$629K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.28K- 4.73% |
$105K - $124K
|
25.7K
$2.53M
|
|
|
Feb 05, 2024
Q4 2023
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-1.28K- 9.23% |
$106K - $124K
|
12.6K
$1.24M
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-1.35K- 29.38% |
$111K - $131K
|
3.25K
$319K
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.38K- 20.74% |
$114K - $134K
|
5.28K
$519K
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.39K- 35.6% |
$115K - $135K
|
2.52K
$247K
|
|
|
Jan 23, 2024
Q4 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-1.41K- 11.41% |
$116K - $136K
|
10.9K
$1.07M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.42K- 28.51% |
$117K - $137K
|
3.55K
$349K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.42K- 28.51% |
$117K - $137K
|
3.55K
$349K
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-1.45K- 11.72% |
$120K - $141K
|
10.9K
$1.07M
|
|
|
Jan 22, 2024
Q4 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-1.45K- 15.32% |
$120K - $141K
|
8.03K
$789K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.5K- 25.16% |
$123K - $145K
|
4.45K
$437K
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.62K- 31.85% |
$134K - $157K
|
3.47K
$341K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.62K- 15.37% |
$134K - $157K
|
8.92K
$876K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.62K- 33.9% |
$134K - $157K
|
3.16K
$311K
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-1.65K- 1.34% |
$136K - $160K
|
121K
$11.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-1.72K- 31.61% |
$142K - $167K
|
3.73K
$367K
|
|
|
Jan 11, 2024
Q4 2023
|
First Citizens Financial Corp
|
SELL
|
- |
-1.73K- 20.88% |
$143K - $167K
|
6.55K
$643K
|
|
|
Jan 22, 2024
Q4 2023
|
Veracity Capital LLC
|
SELL
|
- |
-1.77K- 45.8% |
$146K - $172K
|
2.1K
$206K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.78K- 9.35% |
$146K - $172K
|
17.2K
$1.69M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
SELL
|
- |
-1.78K- 3.21% |
$147K - $173K
|
53.7K
$5.28M
|
|
|
Jan 18, 2024
Q4 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.8K- 27.45% |
$148K - $174K
|
4.75K
$467K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.81K- 8.83% |
$150K - $176K
|
18.7K
$1.84M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-1.82K- 14.65% |
$150K - $176K
|
10.6K
$1.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.83K- 25.66% |
$151K - $178K
|
5.31K
$522K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.86K- 25.13% |
$154K - $181K
|
5.55K
$545K
|
|
|
Jan 31, 2024
Q4 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-1.89K- 9.44% |
$156K - $183K
|
18.1K
$1.78M
|
|
|
Feb 09, 2024
Q4 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-1.92K- 21.53% |
$158K - $186K
|
6.98K
$686K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.97K- 4.52% |
$162K - $191K
|
41.6K
$4.09M
|