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
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
8.2K+ 15.17% |
$676K - $795K
|
62.2K
$6.28M
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
8.11K+ 3.18% |
$669K - $787K
|
263K
$26.5M
|
|
|
Feb 14, 2024
Q4 2023
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
8.06K+ 57.35% |
$666K - $782K
|
22.1K
$2.23M
|
|
|
Feb 05, 2024
Q4 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
8.03KNew |
$662K - $778K
|
8.03K
$809K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
7.85K+ 12.76% |
$648K - $761K
|
69.4K
$7M
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
7.82K+ 49.64% |
$645K - $758K
|
23.6K
$2.38M
|
|
|
Apr 30, 2024
Q4 2023
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
7.78KNew |
$642K - $755K
|
7.78K
$785K
|
|
|
Feb 20, 2024
Q4 2023
|
Covenant Partners, LLC
|
BUY
|
- |
7.76K+ 2.9% |
$640K - $752K
|
275K
$27.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
7.63K+ 70.25% |
$630K - $740K
|
18.5K
$1.87M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
7.45KNew |
$615K - $723K
|
7.45K
$751K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
7.38K+ 9.77% |
$609K - $715K
|
82.8K
$8.35M
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
7.18KNew |
$592K - $696K
|
7.18K
$724K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
6.92K+ 39.71% |
$571K - $671K
|
24.4K
$2.46M
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
6.88K+ 26.5% |
$567K - $667K
|
32.8K
$3.31M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
6.87K+ 66.38% |
$567K - $666K
|
17.2K
$1.74M
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
6.69KNew |
$552K - $648K
|
6.69K
$674K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
6.67KNew |
$550K - $647K
|
6.67K
$673K
|
|
|
Feb 12, 2024
Q4 2023
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
6.44KNew |
$531K - $624K
|
6.44K
$649K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
6.39K+ 251.93% |
$528K - $620K
|
8.93K
$901K
|
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
6.35K+ 34.1% |
$524K - $616K
|
25K
$2.52M
|
|
|
Jan 23, 2024
Q4 2023
|
Derbend Asset Management
|
BUY
|
- |
6.35K+ 13.29% |
$524K - $615K
|
54.1K
$5.46M
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
6.09KNew |
$503K - $591K
|
6.09K
$614K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.92K+ 88.51% |
$489K - $575K
|
12.6K
$1.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
5.8K+ 42.29% |
$479K - $562K
|
19.5K
$1.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
5.56KNew |
$459K - $539K
|
5.56K
$560K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
5.4K+ 14.67% |
$446K - $524K
|
42.2K
$4.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
5.3K+ 17.2% |
$437K - $514K
|
36.1K
$3.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
5.28KNew |
$435K - $512K
|
5.28K
$532K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.15K+ 26.06% |
$425K - $499K
|
24.9K
$2.51M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
5.13KNew |
$423K - $498K
|
5.13K
$517K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
5.12K+ 3.69% |
$422K - $496K
|
144K
$14.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
5.11K+ 9.95% |
$422K - $496K
|
56.5K
$5.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
5.1KNew |
$421K - $494K
|
5.1K
$514K
|
|
|
Feb 13, 2024
Q4 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
4.96KNew |
$409K - $481K
|
4.96K
$500K
|
|
|
Jan 29, 2024
Q4 2023
|
Conning Inc.
|
BUY
|
- |
4.9K+ 71.76% |
$404K - $475K
|
11.7K
$1.18M
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
4.79K+ 7.63% |
$396K - $465K
|
67.6K
$6.81M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
4.74K+ 10.74% |
$391K - $460K
|
48.9K
$4.93M
|
|
|
Jan 24, 2024
Q4 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
4.67KNew |
$386K - $453K
|
4.67K
$471K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.6K+ 6.86% |
$380K - $446K
|
71.7K
$7.23M
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
4.58KNew |
$378K - $444K
|
4.58K
$461K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
4.23KNew |
$349K - $410K
|
4.23K
$426K
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
4.08KNew |
$337K - $396K
|
4.08K
$412K
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
4KNew |
$330K - $388K
|
4K
$404K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.92K+ 19.74% |
$324K - $380K
|
23.8K
$2.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
3.91K+ 19.04% |
$323K - $379K
|
24.5K
$2.47M
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3.76K+ 6.1% |
$311K - $365K
|
65.5K
$6.6M
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3.73K+ 65.25% |
$308K - $361K
|
9.44K
$952K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
3.7KNew |
$306K - $359K
|
3.7K
$374K
|
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
3.67K+ 8.26% |
$303K - $356K
|
48.1K
$4.85M
|
|
|
Feb 07, 2024
Q4 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
3.67KNew |
$303K - $356K
|
3.67K
$370K
|