Purchases and Sales Made in Q1 2024 in Msci Eafe Growth ETF (EFG)
This table provides information about the institutional ownership of Msci Eafe Growth ETF (EFG) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-324- 8.25% |
$30.4K - $34K
|
3.61K
$375K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-324- 17.28% |
$30.4K - $34K
|
1.55K
$161K
|
|
|
Apr 16, 2024
Q1 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-327- 0.81% |
$30.7K - $34.3K
|
39.9K
$4.14M
|
|
|
Apr 29, 2024
Q1 2024
|
Lansing Street Advisors
|
SELL
|
- |
-335- 1.02% |
$31.4K - $35.1K
|
32.5K
$3.38M
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-348- 44.33% |
$32.6K - $36.5K
|
437
$45.4K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-352- 9.91% |
$33K - $36.9K
|
3.2K
$333K
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-356- 3.77% |
$33.4K - $37.3K
|
9.08K
$944K
|
|
|
Apr 12, 2024
Q1 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-364- 7.98% |
$34.1K - $38.2K
|
4.2K
$436K
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-378- 9.82% |
$35.4K - $39.6K
|
3.47K
$361K
|
|
|
May 06, 2024
Q1 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-379- 3.01% |
$35.5K - $39.7K
|
12.2K
$1.27M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-396- 7.97% |
$37.1K - $41.5K
|
4.57K
$475K
|
|
|
Aug 28, 2024
Q1 2024
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-416- 5.55% |
$39K - $43.6K
|
7.08K
$736K
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-432- 2.89% |
$40.5K - $45.3K
|
14.5K
$1.51M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-438- 2.5% |
$41.1K - $45.9K
|
17.1K
$1.78M
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-440- 12.94% |
$41.3K - $46.1K
|
2.96K
$308K
|
|
|
May 03, 2024
Q1 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-441- 6.15% |
$41.4K - $46.2K
|
6.73K
$699K
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-448- 1.42% |
$42K - $47K
|
31.2K
$3.24M
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
SELL
|
- |
-449- 5.26% |
$42.1K - $47.1K
|
8.09K
$841K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-450- 9.94% |
$42.2K - $47.2K
|
4.08K
$424K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-451- 0.45% |
$42.3K - $47.3K
|
99.2K
$10.3M
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-468- 0.42% |
$43.9K - $49.1K
|
111K
$11.5M
|
|
|
May 10, 2024
Q1 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-477- 2.64% |
$44.7K - $50K
|
17.6K
$1.83M
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-490- 11.87% |
$45.9K - $51.4K
|
3.64K
$378K
|
|
|
May 09, 2024
Q1 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-516- 1.1% |
$48.4K - $54.1K
|
46.3K
$4.82M
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-519- 13.87% |
$48.7K - $54.4K
|
3.22K
$335K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-527- 0.76% |
$49.4K - $55.3K
|
69.2K
$7.19M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-530- 5.35% |
$49.7K - $55.6K
|
9.38K
$975K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-533- 3.5% |
$50K - $55.9K
|
14.7K
$1.53M
|
|
|
Apr 17, 2024
Q1 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-539- 1.31% |
$50.5K - $56.5K
|
40.8K
$4.24M
|
|
|
May 14, 2024
Q1 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-545- 18.62% |
$51.1K - $57.1K
|
2.38K
$248K
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-551- 2.39% |
$51.7K - $57.8K
|
22.5K
$2.34M
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-561- 10.12% |
$52.6K - $58.8K
|
4.98K
$518K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-565- 3.01% |
$53K - $59.2K
|
18.2K
$1.89M
|
|
|
May 14, 2024
Q1 2024
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-572- 4.1% |
$53.6K - $60K
|
13.4K
$1.39M
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-586- 6.33% |
$54.9K - $61.4K
|
8.67K
$901K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-591- 19.47% |
$55.4K - $62K
|
2.45K
$254K
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-592- 1.03% |
$55.5K - $62.1K
|
57.1K
$5.94M
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-603- 14.23% |
$56.5K - $63.2K
|
3.64K
$378K
|
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-611- 3.43% |
$57.3K - $64.1K
|
17.2K
$1.79M
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
SELL
|
- |
-638- 14.09% |
$59.8K - $66.9K
|
3.89K
$404K
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-642- 5.49% |
$60.2K - $67.3K
|
11.1K
$1.15M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-661- 5.73% |
$62K - $69.3K
|
10.9K
$1.13M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-679- 1.56% |
$63.7K - $71.2K
|
43K
$4.47M
|
|
|
Apr 24, 2024
Q1 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-731- 21.33% |
$68.5K - $76.6K
|
2.7K
$280K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-734- 15.7% |
$68.8K - $77K
|
3.94K
$410K
|
|
|
May 15, 2024
Q1 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-742- 5.82% |
$69.6K - $77.8K
|
12K
$1.25M
|
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
SELL
|
- |
-750- 8.1% |
$70.3K - $78.6K
|
8.51K
$884K
|
|
|
May 08, 2024
Q1 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-753- 16.73% |
$70.6K - $79K
|
3.75K
$390K
|
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-759- 20.43% |
$71.2K - $79.6K
|
2.96K
$307K
|
|
|
May 01, 2024
Q1 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-800- 7.5% |
$75K - $83.9K
|
9.87K
$1.03M
|