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 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-229- 2.34% |
$18.9K - $22.2K
|
9.57K
$946K
|
|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-239- 10.09% |
$19.7K - $23.2K
|
2.13K
$210K
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-268- 8.02% |
$22.1K - $26K
|
3.08K
$304K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-281- 10.67% |
$23.2K - $27.3K
|
2.35K
$232K
|
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-283- 9.54% |
$23.4K - $27.4K
|
2.69K
$265K
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-284- 86.32% |
$23.4K - $27.5K
|
45
$4.45K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-285- 20.58% |
$23.5K - $27.6K
|
1.1K
$109K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-308- 1.05% |
$25.4K - $29.9K
|
29K
$2.87M
|
|
|
Feb 05, 2024
Q4 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-335- 2.07% |
$27.6K - $32.5K
|
15.9K
$1.57M
|
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-345- 12.94% |
$28.5K - $33.5K
|
2.32K
$230K
|
|
|
Jan 19, 2024
Q4 2023
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-358- 4.9% |
$29.5K - $34.7K
|
6.95K
$687K
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-366- 0.29% |
$30.2K - $35.5K
|
125K
$12.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-367- 35.8% |
$30.3K - $35.6K
|
658
$65K
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-381- 4.59% |
$31.4K - $36.9K
|
7.91K
$782K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-381- 31.88% |
$31.4K - $36.9K
|
814
$80.5K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-394- 1.18% |
$32.5K - $38.2K
|
33K
$3.26M
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-466- 22.46% |
$38.5K - $45.2K
|
1.61K
$159K
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-470- 2.02% |
$38.8K - $45.6K
|
22.8K
$2.25M
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-485- 38.19% |
$40K - $47K
|
785
$77.6K
|
|
|
Jan 08, 2024
Q4 2023
|
Fluent Financial, LLC
|
SELL
|
- |
-486- 7.78% |
$40.1K - $47.1K
|
5.76K
$569K
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
SELL
|
- |
-506- 7.7% |
$41.8K - $49.1K
|
6.06K
$599K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-509- 5.58% |
$42K - $49.4K
|
8.61K
$851K
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-524- 30.48% |
$43.2K - $50.8K
|
1.2K
$118K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-534- 30.12% |
$44.1K - $51.8K
|
1.24K
$122K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-534- 7.65% |
$44.1K - $51.8K
|
6.45K
$637K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-536- 20.43% |
$44.2K - $52K
|
2.09K
$206K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-540- 11.26% |
$44.6K - $52.4K
|
4.26K
$421K
|
|
|
Feb 09, 2024
Q4 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-552- 6.98% |
$45.6K - $53.5K
|
7.35K
$727K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-562- 15.88% |
$46.4K - $54.5K
|
2.98K
$294K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-570- 10.88% |
$47K - $55.3K
|
4.67K
$461K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-580- 16.83% |
$47.9K - $56.2K
|
2.87K
$283K
|
|
|
Jan 30, 2024
Q4 2023
|
First American Trust, Fsb
|
SELL
|
- |
-600- 15.51% |
$49.5K - $58.2K
|
3.27K
$323K
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-618- 2.12% |
$51K - $59.9K
|
28.5K
$2.82M
|
|
|
Feb 05, 2024
Q4 2023
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-619- 6.89% |
$51.1K - $60K
|
8.37K
$827K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-628- 10.77% |
$51.8K - $60.9K
|
5.2K
$514K
|
|
|
Jan 24, 2024
Q4 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-634- 4.39% |
$52.3K - $61.5K
|
13.8K
$1.36M
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-658- 98.36% |
$54.3K - $63.8K
|
11
$1.09K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-662- 20.9% |
$54.6K - $64.2K
|
2.51K
$248K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-664- 10.1% |
$54.8K - $64.4K
|
5.91K
$584K
|
|
|
Feb 12, 2024
Q4 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-669- 9.44% |
$55.2K - $64.9K
|
6.42K
$634K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-677- 21.92% |
$55.9K - $65.7K
|
2.41K
$238K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-714- 8.22% |
$58.9K - $69.2K
|
7.97K
$788K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-715- 16.63% |
$59K - $69.3K
|
3.59K
$354K
|
|
|
Jan 25, 2024
Q4 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-734- 0.52% |
$60.6K - $71.2K
|
141K
$13.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-758- 7.1% |
$62.6K - $73.5K
|
9.91K
$980K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-763- 0.63% |
$63K - $74K
|
121K
$11.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-767- 7.68% |
$63.3K - $74.4K
|
9.22K
$911K
|
|
|
Aug 13, 2024
Q4 2023
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-799- 7.52% |
$65.9K - $77.5K
|
9.83K
$972K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-818- 13.85% |
$67.5K - $79.3K
|
5.09K
$503K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-822- 21.31% |
$67.8K - $79.7K
|
3.04K
$300K
|