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 |
|---|---|---|---|---|---|---|---|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-8.69K- 2.17% |
$717K - $842K
|
391K
$41.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-8.85K- 31.74% |
$730K - $858K
|
19K
$2.02M
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-8.99K- 20.07% |
$742K - $871K
|
35.8K
$3.81M
|
|
|
Feb 09, 2024
Q4 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-9.53K- 17.0% |
$787K - $925K
|
46.6K
$4.95M
|
|
|
Feb 08, 2024
Q4 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-9.59K- 23.19% |
$792K - $930K
|
31.8K
$3.38M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-9.8K- 29.17% |
$808K - $950K
|
23.8K
$2.53M
|
|
|
Feb 07, 2024
Q4 2023
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-9.84K- 14.03% |
$812K - $955K
|
60.3K
$6.42M
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-9.85K- 39.32% |
$813K - $955K
|
15.2K
$1.62M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-10.4K- 17.62% |
$862K - $1.01M
|
48.8K
$5.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-10.8K- 31.95% |
$894K - $1.05M
|
23.1K
$2.45M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-11K- 14.13% |
$905K - $1.06M
|
66.6K
$7.09M
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-11K- 30.98% |
$908K - $1.07M
|
24.5K
$2.61M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-11K- 2.85% |
$911K - $1.07M
|
377K
$40.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
SELL
|
- |
-11.1K- 4.18% |
$917K - $1.08M
|
255K
$27.1M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-11.6K- 18.45% |
$957K - $1.12M
|
51.3K
$5.45M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-11.7K- 5.93% |
$966K - $1.13M
|
185K
$19.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-11.9K- 32.2% |
$981K - $1.15M
|
25K
$2.66M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-11.9K- 21.04% |
$986K - $1.16M
|
44.9K
$4.77M
|
|
|
Jan 02, 2024
Q4 2023
|
Dentgroup LLC
|
SELL
|
- |
-12K- 69.58% |
$992K - $1.17M
|
5.26K
$559K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-12.1K- 7.9% |
$997K - $1.17M
|
141K
$15M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-12.1K- 29.65% |
$999K - $1.17M
|
28.7K
$3.06M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-12.2K- 37.15% |
$1.01M - $1.18M
|
20.7K
$2.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-12.9K- 31.64% |
$1.06M - $1.25M
|
27.8K
$2.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-13.1K- 10.67% |
$1.08M - $1.27M
|
109K
$11.6M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-13.1K- 32.61% |
$1.08M - $1.27M
|
27.2K
$2.89M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-13.2K- 19.18% |
$1.09M - $1.28M
|
55.6K
$5.92M
|
|
|
Jan 12, 2024
Q4 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-14.4K- 36.49% |
$1.19M - $1.39M
|
25K
$2.66M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-14.4K- 67.05% |
$1.19M - $1.39M
|
7.06K
$751K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-14.5K- 20.05% |
$1.2M - $1.41M
|
58K
$6.16M
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-14.6K- 34.39% |
$1.21M - $1.42M
|
27.9K
$2.97M
|
|
|
Feb 13, 2024
Q4 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-14.8K- 19.66% |
$1.22M - $1.43M
|
60.3K
$6.41M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-14.8K- 64.71% |
$1.22M - $1.43M
|
8.07K
$858K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-14.9K- 17.59% |
$1.23M - $1.44M
|
69.7K
$7.42M
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-14.9K- 10.16% |
$1.23M - $1.45M
|
132K
$14M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-15.2K- 25.86% |
$1.26M - $1.48M
|
43.7K
$4.65M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-16.1K- 35.71% |
$1.33M - $1.56M
|
29K
$3.09M
|
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-16.7K- 31.18% |
$1.38M - $1.62M
|
36.9K
$3.93M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-17.1K- 5.24% |
$1.41M - $1.65M
|
308K
$32.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-17.1K- 33.29% |
$1.41M - $1.66M
|
34.3K
$3.65M
|
|
|
Jan 25, 2024
Q4 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-17.6K- 34.26% |
$1.46M - $1.71M
|
33.8K
$3.6M
|
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-17.7K- 12.02% |
$1.46M - $1.72M
|
130K
$13.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-18K- 20.3% |
$1.49M - $1.75M
|
70.8K
$7.53M
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-18.3K- 74.04% |
$1.51M - $1.77M
|
6.4K
$681K
|
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-18.9K- 30.03% |
$1.56M - $1.84M
|
44.1K
$4.69M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-19.3K- 62.46% |
$1.6M - $1.87M
|
11.6K
$1.24M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-19.4K- 16.3% |
$1.6M - $1.88M
|
99.6K
$10.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-19.6K- 27.48% |
$1.61M - $1.9M
|
51.6K
$5.49M
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-20.4K- 31.06% |
$1.68M - $1.97M
|
45.2K
$4.81M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-21K- 13.64% |
$1.73M - $2.04M
|
133K
$14.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-21.6K- 11.94% |
$1.79M - $2.1M
|
160K
$17M
|