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 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.86K- 25.13% |
$154K - $181K
|
5.55K
$581K
|
|
|
Jan 31, 2024
Q4 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-1.89K- 9.44% |
$156K - $183K
|
18.1K
$1.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-1.92K- 21.53% |
$158K - $186K
|
6.98K
$731K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.97K- 4.52% |
$162K - $191K
|
41.6K
$4.35M
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.07K- 34.77% |
$171K - $201K
|
3.89K
$407K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-2.25K- 33.28% |
$186K - $218K
|
4.51K
$472K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.26K- 18.06% |
$187K - $219K
|
10.3K
$1.07M
|
|
|
Jan 25, 2024
Q4 2023
|
Wolff Financial Management LLC
|
SELL
|
- |
-2.33K- 35.86% |
$192K - $226K
|
4.17K
$436K
|
|
|
Jan 24, 2024
Q4 2023
|
Hardy Reed LLC
|
SELL
|
- |
-2.35K- 14.85% |
$194K - $228K
|
13.5K
$1.41M
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-2.4K- 97.72% |
$198K - $233K
|
56
$5.86K
|
|
|
Jan 24, 2024
Q4 2023
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-2.45K- 41.71% |
$202K - $238K
|
3.43K
$359K
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-2.47K- 4.03% |
$204K - $239K
|
58.9K
$6.16M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-2.49K- 15.07% |
$205K - $241K
|
14K
$1.47M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-2.6K- 5.62% |
$214K - $252K
|
43.6K
$4.56M
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-2.66K- 28.41% |
$219K - $257K
|
6.69K
$700K
|
|
|
Feb 07, 2024
Q4 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-2.68K- 11.67% |
$221K - $260K
|
20.3K
$2.12M
|
|
|
Jan 31, 2024
Q4 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-2.72K- 56.92% |
$225K - $264K
|
2.06K
$216K
|
|
|
Jan 24, 2024
Q4 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-2.73K- 8.73% |
$225K - $264K
|
28.5K
$2.99M
|
|
|
Feb 07, 2024
Q4 2023
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-2.86K- 29.7% |
$236K - $277K
|
6.76K
$708K
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-2.89K- 32.42% |
$239K - $280K
|
6.03K
$631K
|
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
SELL
|
- |
-2.91K- 3.29% |
$240K - $283K
|
85.5K
$8.95M
|
|
|
Feb 04, 2025
Q4 2023
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-2.97K- 34.64% |
$245K - $288K
|
5.6K
$587K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-3.02K- 39.33% |
$249K - $292K
|
4.65K
$487K
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-3.13K- 60.21% |
$258K - $304K
|
2.07K
$217K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-3.15K- 33.67% |
$260K - $306K
|
6.21K
$650K
|
|
|
Feb 02, 2024
Q4 2023
|
Absolute Capital Management, LLC
|
SELL
|
- |
-3.16K- 35.38% |
$260K - $306K
|
5.77K
$603K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-3.19K- 33.95% |
$263K - $309K
|
6.2K
$649K
|
|
|
Jan 12, 2024
Q4 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-3.19K- 33.3% |
$263K - $309K
|
6.39K
$669K
|
|
|
Jan 17, 2024
Q4 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-3.2K- 1.53% |
$264K - $310K
|
206K
$21.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-3.35K- 8.08% |
$276K - $325K
|
38.1K
$3.99M
|
|
|
Jan 29, 2024
Q4 2023
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-3.39K- 32.74% |
$280K - $329K
|
6.97K
$729K
|
|
|
Feb 12, 2024
Q4 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-3.41K- 2.45% |
$282K - $331K
|
136K
$14.2M
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-3.44K- 23.11% |
$284K - $333K
|
11.4K
$1.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-3.48K- 41.55% |
$287K - $337K
|
4.89K
$512K
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-3.53K- 43.93% |
$291K - $342K
|
4.5K
$471K
|
|
|
Feb 13, 2025
Q4 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-3.67KClosed |
$303K - $356K
|
0
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.69K- 14.62% |
$305K - $358K
|
21.6K
$2.26M
|
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
SELL
|
- |
-3.7K- 28.56% |
$305K - $359K
|
9.26K
$969K
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-3.93K- 6.38% |
$324K - $381K
|
57.7K
$6.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.97K- 26.99% |
$327K - $385K
|
10.7K
$1.12M
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-4.02K- 4.85% |
$332K - $390K
|
78.9K
$8.26M
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-4.04K- 23.47% |
$333K - $392K
|
13.2K
$1.38M
|
|
|
Feb 05, 2024
Q4 2023
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-4.09K- 57.66% |
$337K - $397K
|
3K
$314K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-4.22K- 31.1% |
$348K - $409K
|
9.34K
$978K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
SELL
|
- |
-4.27K- 4.38% |
$352K - $414K
|
93.2K
$9.75M
|
|
|
Jan 09, 2024
Q4 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-4.29K- 9.84% |
$354K - $416K
|
39.2K
$4.11M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-4.32K- 14.98% |
$357K - $419K
|
24.5K
$2.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-4.48K- 91.82% |
$370K - $434K
|
399
$41.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-4.52K- 28.39% |
$373K - $438K
|
11.4K
$1.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-4.56K- 22.56% |
$376K - $442K
|
15.6K
$1.64M
|