Purchases and Sales Made in Q3 2023 in Msci Eafe Growth ETF (EFG)

EFG Quotes by TradingView

This table provides information about the institutional ownership of Msci Eafe Growth ETF (EFG) during Q3 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
Oct 19, 2023 Q3 2023
Family Firm, Inc.

BUY
 -
325
+ 13.17%
$27.8K - $31.7K
2.79K $284K
Nov 09, 2023 Q3 2023
Bip Wealth, LLC

Atlanta, GA
BUY
 -
322
+ 2.81%
$27.5K - $31.4K
11.8K $1.2M
Oct 19, 2023 Q3 2023
Valeo Financial Advisors, LLC

BUY
 -
302
+ 2.42%
$25.8K - $29.4K
12.8K $1.3M
Oct 26, 2023 Q3 2023
Dividend Assets Capital, LLC

BUY
 -
300
New
$25.7K - $29.2K
300 $30.5K
Oct 13, 2023 Q3 2023
Mascoma Wealth Management LLC

BUY
 -
296
+ 62.58%
$25.3K - $28.8K
769 $78.3K
Nov 13, 2023 Q3 2023
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
285
+ 25.91%
$24.4K - $27.8K
1.39K $141K
Oct 10, 2023 Q3 2023
Soa Wealth Advisors, Llc.

BUY
 -
278
+ 0.69%
$23.8K - $27.1K
40.4K $4.11M
Oct 13, 2023 Q3 2023
Hofer & Associates. Inc

Thousand Oaks, CA
BUY
 -
276
+ 1.0%
$23.6K - $26.9K
27.9K $2.84M
Oct 24, 2023 Q3 2023
Avaii Wealth Management, LLC

Appleton, WI
BUY
 -
214
+ 9.94%
$18.3K - $20.8K
2.37K $241K
Nov 09, 2023 Q3 2023
Checchi Capital Advisers, LLC

Beverly Hills, CA
BUY
 -
213
+ 0.15%
$18.2K - $20.7K
139K $14.1M
Oct 31, 2023 Q3 2023
Main Street Investment Advisors LLC

BUY
 -
201
+ 2.61%
$17.2K - $19.6K
7.9K $804K
Nov 13, 2023 Q3 2023
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
200
+ 1.9%
$17.1K - $19.5K
10.7K $1.09M
Nov 14, 2023 Q3 2023
Matrix Private Capital Group LLC

New York, NY
BUY
 -
200
+ 15.87%
$17.1K - $19.5K
1.46K $149K
Oct 18, 2023 Q3 2023
Dominguez Wealth Management Solutions, Inc.

Williamsburg, VA
BUY
 -
197
+ 0.72%
$16.9K - $19.2K
27.5K $2.8M
Oct 10, 2023 Q3 2023
Dynamic Advisor Solutions LLC

BUY
 -
195
+ 6.56%
$16.7K - $19K
3.17K $323K
Nov 03, 2023 Q3 2023
Latitude Advisors, LLC

BUY
 -
185
+ 2.98%
$15.8K - $18K
6.39K $650K
Jun 17, 2024 Q3 2023
Traphagen Investment Advisors LLC

Oradell, NJ
BUY
 -
177
+ 5.25%
$15.1K - $17.2K
3.55K $361K
Oct 10, 2023 Q3 2023
Lvw Advisors, LLC

BUY
 -
177
+ 0.4%
$15.1K - $17.2K
44.5K $4.52M
Oct 19, 2023 Q3 2023
Sol Capital Management CO

BUY
 -
175
+ 1.07%
$15K - $17K
16.5K $1.68M
Nov 14, 2023 Q3 2023
Semmax Financial Advisors Inc.

Winston Salem, NC
BUY
 -
173
New
$14.8K - $16.8K
173 $17.6K
Nov 13, 2023 Q3 2023
Asset Dedication, LLC

BUY
 -
166
New
$14.2K - $16.2K
166 $16.9K
Nov 13, 2023 Q3 2023
Tctc Holdings, LLC

Dallas, TX
BUY
 -
157
New
$13.4K - $15.3K
157 $16K
Dec 07, 2023 Q3 2023
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
152
+ 0.96%
$13K - $14.8K
16K $1.63M
Oct 24, 2023 Q3 2023
Arlington Trust CO LLC

Birmingham, AL
BUY
 -
145
New
$12.4K - $14.1K
145 $14.8K
Nov 13, 2023 Q3 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
145
+ 4.72%
$12.4K - $14.1K
3.22K $327K
Oct 03, 2023 Q3 2023
Massmutual Trust CO Fsb

BUY
 -
140
+ 1.86%
$12K - $13.6K
7.67K $781K
Nov 03, 2023 Q3 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
138
New
$11.8K - $13.4K
138 $14K
Nov 06, 2023 Q3 2023
Wealthspire Advisors, LLC

New York, NY
BUY
 -
136
+ 1.59%
$11.6K - $13.2K
8.68K $884K
Oct 26, 2023 Q3 2023
Keel Point, LLC

Huntsville, AL
BUY
 -
130
+ 1.16%
$11.1K - $12.7K
11.3K $1.15M
Nov 14, 2023 Q3 2023
Re Dickinson Investment Advisors, LLC

Council Bluffs, IA
BUY
 -
127
New
$10.9K - $12.4K
127 $12.9K
Nov 14, 2023 Q3 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
106
New
$9.07K - $10.3K
106 $10.8K
Nov 06, 2023 Q3 2023
Keystone Financial Group

BUY
 -
101
+ 3.12%
$8.64K - $9.84K
3.34K $340K
Oct 20, 2023 Q3 2023
Moisand Fitzgerald Tamayo, LLC

BUY
 -
100
+ 9.43%
$8.56K - $9.74K
1.16K $118K
Nov 09, 2023 Q3 2023
Tortoise Investment Management, LLC

BUY
 -
100
New
$8.56K - $9.74K
100 $10.2K
Oct 25, 2023 Q3 2023
Sutton Place Investors LLC

Katonah, NY
BUY
 -
84
+ 0.82%
$7.19K - $8.18K
10.4K $1.05M
Aug 28, 2024 Q3 2023
Peterson Financial Group, Inc.

BUY
 -
81
+ 1.23%
$6.93K - $7.89K
6.67K $679K
Oct 10, 2023 Q3 2023
Dhjj Financial Advisors, Ltd.

BUY
 -
79
New
$6.76K - $7.69K
79 $8.04K
Oct 18, 2023 Q3 2023
Pinnacle Bancorp, Inc.

BUY
 -
74
+ 8.38%
$6.33K - $7.21K
957 $97.4K
Oct 30, 2023 Q3 2023
Grove Bank & Trust

BUY
 -
67
New
$5.73K - $6.53K
67 $6.82K
Oct 30, 2023 Q3 2023
True Link Financial Advisors, LLC

BUY
 -
64
+ 0.52%
$5.48K - $6.23K
12.4K $1.26M
Jan 09, 2024 Q3 2023
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
55
+ 1.73%
$4.71K - $5.36K
3.24K $330K
Apr 30, 2024 Q3 2023
Concord Wealth Partners

BUY
 -
53
+ 19.63%
$4.53K - $5.16K
323 $32.9K
Oct 10, 2023 Q3 2023
Carnegie Capital Asset Management, LLC

BUY
 -
52
+ 0.19%
$4.45K - $5.06K
27K $2.75M
Oct 16, 2023 Q3 2023
Trilogy Capital Inc.

BUY
 -
44
+ 1.75%
$3.76K - $4.29K
2.55K $260K
Oct 10, 2023 Q3 2023
Omega Financial Group, LLC

BUY
 -
41
+ 0.1%
$3.51K - $3.99K
42.1K $4.29M
Nov 02, 2023 Q3 2023
Cullen/Frost Bankers, Inc.

BUY
 -
40
New
$3.42K - $3.9K
40 $4.07K
Oct 23, 2023 Q3 2023
Fsc Wealth Advisors, LLC

BUY
 -
38
+ 7.77%
$3.25K - $3.7K
527 $53.6K
Nov 08, 2023 Q3 2023
Sequoia Financial Advisors, LLC

BUY
 -
32
+ 0.48%
$2.74K - $3.12K
6.69K $681K
Oct 25, 2023 Q3 2023
Pachira Investments Inc.

BUY
 -
30
+ 0.59%
$2.57K - $2.92K
5.13K $522K

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