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 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-92.7K- 18.55% |
$7.65M - $8.99M
|
407K
$40M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-95.3K- 13.18% |
$7.86M - $9.24M
|
628K
$61.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-99.8K- 29.3% |
$8.24M - $9.68M
|
241K
$23.7M
|
|
|
Jan 02, 2024
Q4 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-103K- 96.39% |
$8.49M - $9.98M
|
3.85K
$378K
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-104K- 34.36% |
$8.58M - $10.1M
|
199K
$19.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-109K- 42.43% |
$8.96M - $10.5M
|
147K
$14.5M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-115K- 25.44% |
$9.47M - $11.1M
|
336K
$33M
|
|
|
Feb 13, 2024
Q4 2023
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-115K- 27.98% |
$9.51M - $11.2M
|
297K
$29.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-117K- 22.98% |
$9.66M - $11.3M
|
392K
$38.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-117K- 8.07% |
$9.67M - $11.4M
|
1.33M
$131M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-118K- 39.7% |
$9.7M - $11.4M
|
179K
$17.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-130K- 36.32% |
$10.7M - $12.6M
|
228K
$22.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-141K- 26.5% |
$11.6M - $13.7M
|
391K
$38.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-148K- 83.22% |
$12.2M - $14.4M
|
29.9K
$2.94M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-165K- 21.07% |
$13.6M - $16M
|
618K
$60.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-189K- 89.46% |
$15.6M - $18.3M
|
22.3K
$2.19M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-201K- 28.01% |
$16.6M - $19.5M
|
518K
$50.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Jb Capital LLC
|
SELL
|
- |
-215K- 32.79% |
$17.8M - $20.9M
|
442K
$43.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-229K- 30.98% |
$18.9M - $22.2M
|
510K
$50.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-264K- 51.22% |
$21.8M - $25.6M
|
252K
$24.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-276K- 83.78% |
$22.8M - $26.7M
|
53.4K
$5.25M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-304K- 22.39% |
$25.1M - $29.5M
|
1.05M
$104M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-341K- 25.7% |
$28.1M - $33.1M
|
986K
$96.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-429K- 32.39% |
$35.4M - $41.6M
|
896K
$88M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-429K- 52.44% |
$35.4M - $41.6M
|
389K
$38.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-551K- 33.11% |
$45.4M - $53.4M
|
1.11M
$109M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-636K- 98.97% |
$52.5M - $61.7M
|
6.64K
$652K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-659K- 14.49% |
$54.4M - $64M
|
3.89M
$382M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-671K- 13.19% |
$55.3M - $65M
|
4.41M
$434M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-784K- 17.6% |
$64.7M - $76M
|
3.67M
$361M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-875K- 35.57% |
$72.2M - $84.9M
|
1.59M
$156M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.01M- 31.97% |
$83.6M - $98.3M
|
2.16M
$212M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.02M- 21.66% |
$83.8M - $98.5M
|
3.67M
$361M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.53M- 44.69% |
$126M - $148M
|
1.89M
$186M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.64M- 28.15% |
$135M - $159M
|
4.17M
$410M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.72M- 52.23% |
$142M - $167M
|
1.57M
$155M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.26M- 31.13% |
$599M - $704M
|
16.1M
$1.58B
|