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 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-4.93K- 32.35% |
$407K - $478K
|
10.3K
$1.01M
|
|
|
Jan 18, 2024
Q4 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-5.02K- 21.64% |
$414K - $487K
|
18.2K
$1.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5.03K- 5.03% |
$415K - $487K
|
94.9K
$9.32M
|
|
|
Feb 06, 2024
Q4 2023
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-5.11K- 60.06% |
$421K - $495K
|
3.4K
$334K
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
SELL
|
- |
-5.16K- 5.03% |
$426K - $501K
|
97.6K
$9.59M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.3K- 6.62% |
$437K - $514K
|
74.7K
$7.34M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-5.33K- 22.77% |
$440K - $517K
|
18.1K
$1.78M
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-5.38K- 14.53% |
$444K - $522K
|
31.7K
$3.11M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5.47K- 78.14% |
$451K - $530K
|
1.53K
$150K
|
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-5.48K- 12.07% |
$452K - $531K
|
39.9K
$3.92M
|
|
|
Feb 06, 2024
Q4 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-5.48K- 12.08% |
$453K - $532K
|
39.9K
$3.92M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-5.61K- 28.08% |
$463K - $544K
|
14.4K
$1.41M
|
|
|
Jan 31, 2024
Q4 2023
|
Forte Asset Management LLC
|
SELL
|
- |
-5.77K- 8.53% |
$476K - $560K
|
61.9K
$6.09M
|
|
|
Feb 06, 2024
Q4 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-5.8K- 30.78% |
$479K - $563K
|
13K
$1.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-6K- 9.39% |
$495K - $582K
|
57.9K
$5.69M
|
|
|
Jan 19, 2024
Q4 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-6.06K- 49.03% |
$500K - $588K
|
6.3K
$619K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-6.18K- 35.2% |
$510K - $599K
|
11.4K
$1.12M
|
|
|
Jan 24, 2024
Q4 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-6.3K- 34.15% |
$520K - $611K
|
12.1K
$1.19M
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-6.33K- 43.67% |
$522K - $614K
|
8.17K
$802K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-6.34K- 1.67% |
$523K - $615K
|
374K
$36.7M
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-6.34K- 1.67% |
$523K - $615K
|
374K
$36.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-6.38K- 2.02% |
$526K - $619K
|
309K
$30.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-6.43K- 21.55% |
$531K - $624K
|
23.4K
$2.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-6.49K- 30.98% |
$535K - $629K
|
14.5K
$1.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-6.49K- 8.95% |
$536K - $630K
|
66K
$6.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.59K- 3.56% |
$543K - $639K
|
178K
$17.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-6.62K- 52.8% |
$546K - $642K
|
5.92K
$581K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-6.68K- 3.21% |
$552K - $648K
|
202K
$19.8M
|
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-6.72K- 34.18% |
$554K - $651K
|
12.9K
$1.27M
|
|
|
Jan 18, 2024
Q4 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-6.78K- 61.03% |
$560K - $658K
|
4.33K
$426K
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-6.91K- 33.94% |
$570K - $670K
|
13.4K
$1.32M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-6.91K- 14.98% |
$571K - $670K
|
39.2K
$3.86M
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-7.04K- 34.03% |
$581K - $682K
|
13.6K
$1.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-7.23K- 11.71% |
$596K - $701K
|
54.5K
$5.35M
|
|
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
SELL
|
- |
-7.53K- 70.49% |
$621K - $730K
|
3.15K
$310K
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-7.57K- 46.25% |
$625K - $734K
|
8.8K
$864K
|
|
|
Jan 19, 2024
Q4 2023
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-7.62K- 14.59% |
$629K - $739K
|
44.6K
$4.39M
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-7.75K- 52.56% |
$639K - $751K
|
6.99K
$687K
|
|
|
Jan 23, 2024
Q4 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-8.27K- 72.55% |
$682K - $802K
|
3.13K
$307K
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
SELL
|
- |
-8.33K- 26.33% |
$687K - $808K
|
23.3K
$2.29M
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
SELL
|
- |
-8.39K- 49.57% |
$692K - $814K
|
8.54K
$839K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-8.47K- 8.85% |
$699K - $822K
|
87.3K
$8.58M
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-8.65K- 54.13% |
$714K - $839K
|
7.33K
$721K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-8.69K- 2.17% |
$717K - $842K
|
391K
$38.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-8.85K- 31.74% |
$730K - $858K
|
19K
$1.87M
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-8.99K- 20.07% |
$742K - $871K
|
35.8K
$3.52M
|
|
|
Feb 09, 2024
Q4 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-9.53K- 17.0% |
$787K - $925K
|
46.6K
$4.58M
|
|
|
Feb 08, 2024
Q4 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-9.59K- 23.19% |
$792K - $930K
|
31.8K
$3.12M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-9.8K- 29.17% |
$808K - $950K
|
23.8K
$2.34M
|
|
|
Feb 07, 2024
Q4 2023
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-9.84K- 14.03% |
$812K - $955K
|
60.3K
$5.93M
|