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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-21.7K- 27.59% |
$1.79M - $2.11M
|
57K
$6.06M
|
|
|
Feb 01, 2024
Q4 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-21.8K- 30.64% |
$1.8M - $2.11M
|
49.3K
$5.24M
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-22K- 24.55% |
$1.82M - $2.14M
|
67.7K
$7.21M
|
|
|
Jan 19, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-22.8KClosed |
$1.88M - $2.21M
|
0
$0
|
|
|
Jan 26, 2024
Q4 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-23.3K- 34.27% |
$1.93M - $2.26M
|
44.8K
$4.76M
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-23.5K- 21.31% |
$1.94M - $2.28M
|
86.7K
$9.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-23.6K- 33.47% |
$1.95M - $2.29M
|
47K
$5M
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-24.4K- 27.12% |
$2.01M - $2.37M
|
65.6K
$6.98M
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-24.8K- 18.58% |
$2.05M - $2.41M
|
109K
$11.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-25.9K- 31.43% |
$2.13M - $2.51M
|
56.4K
$6M
|
|
|
Feb 15, 2024
Q4 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-28.3K- 38.14% |
$2.34M - $2.75M
|
45.9K
$4.88M
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-28.4K- 33.77% |
$2.35M - $2.76M
|
55.8K
$5.93M
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-29.4K- 30.34% |
$2.43M - $2.85M
|
67.6K
$7.19M
|
|
|
Jan 30, 2024
Q4 2023
|
Tnf LLC
|
SELL
|
- |
-30.2K- 23.64% |
$2.5M - $2.93M
|
97.7K
$10.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-32K- 31.37% |
$2.64M - $3.11M
|
70.1K
$7.45M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-32.3K- 27.11% |
$2.67M - $3.14M
|
87K
$9.25M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-33K- 71.65% |
$2.72M - $3.2M
|
13.1K
$1.39M
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-33.8K- 29.11% |
$2.79M - $3.28M
|
82.3K
$8.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-34.6K- 91.63% |
$2.85M - $3.35M
|
3.16K
$336K
|
|
|
Jan 26, 2024
Q4 2023
|
One Advisory Partners, LLC
|
SELL
|
- |
-35.5K- 28.86% |
$2.93M - $3.44M
|
87.5K
$9.31M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-35.8K- 39.01% |
$2.95M - $3.47M
|
55.9K
$5.95M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-36.2K- 37.31% |
$2.99M - $3.51M
|
60.8K
$6.46M
|
|
|
Mar 19, 2024
Q4 2023
|
Financial Life Advisors
|
SELL
|
- |
-37.8K- 28.27% |
$3.12M - $3.66M
|
95.8K
$10.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-37.8K- 35.19% |
$3.12M - $3.67M
|
69.7K
$7.41M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-39.3K- 3.9% |
$3.24M - $3.81M
|
969K
$103M
|
|
|
Jan 19, 2024
Q4 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-39.9K- 26.7% |
$3.3M - $3.87M
|
110K
$11.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-40K- 4.18% |
$3.3M - $3.88M
|
918K
$97.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-41K- 84.09% |
$3.39M - $3.98M
|
7.76K
$826K
|
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-42.4K- 38.2% |
$3.5M - $4.11M
|
68.5K
$7.29M
|
|
|
Jan 30, 2024
Q4 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-42.4K- 17.64% |
$3.5M - $4.12M
|
198K
$21.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Legacy Financial Group LLC
|
SELL
|
- |
-42.6K- 95.34% |
$3.51M - $4.13M
|
2.08K
$221K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-44.1K- 25.28% |
$3.64M - $4.27M
|
130K
$13.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Keystone Financial Services
|
SELL
|
- |
-44.8K- 35.49% |
$3.7M - $4.34M
|
81.4K
$8.66M
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-45.8K- 29.51% |
$3.78M - $4.45M
|
109K
$11.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-48.2K- 4.65% |
$3.98M - $4.67M
|
989K
$105M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-48.9K- 32.45% |
$4.04M - $4.74M
|
102K
$10.8M
|
|
|
Jan 25, 2024
Q4 2023
|
Ma Private Wealth
|
SELL
|
- |
-49.5K- 18.34% |
$4.09M - $4.8M
|
221K
$23.5M
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-51.3K- 93.2% |
$4.23M - $4.98M
|
3.74K
$398K
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-52.4K- 38.79% |
$4.32M - $5.08M
|
82.7K
$8.79M
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-57.6K- 34.8% |
$4.76M - $5.59M
|
108K
$11.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-58.5K- 15.05% |
$4.83M - $5.67M
|
330K
$35.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-59.7K- 30.58% |
$4.93M - $5.79M
|
136K
$14.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-60.9K- 15.79% |
$5.03M - $5.91M
|
325K
$34.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-61.6K- 70.28% |
$5.08M - $5.97M
|
26K
$2.77M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-63.4K- 30.81% |
$5.23M - $6.14M
|
142K
$15.1M
|
|
|
Feb 15, 2024
Q4 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-64.3K- 33.58% |
$5.3M - $6.23M
|
127K
$13.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-66.6K- 28.36% |
$5.49M - $6.45M
|
168K
$17.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-67.4K- 35.34% |
$5.56M - $6.54M
|
123K
$13.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-70.2K- 19.29% |
$5.8M - $6.81M
|
294K
$31.3M
|
|
|
Jan 18, 2024
Q4 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-70.8K- 38.93% |
$5.84M - $6.86M
|
111K
$11.8M
|