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 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
25.1KNew |
$2.07M - $2.44M
|
25.1K
$2.67M
|
|
|
Feb 07, 2024
Q4 2023
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
25K+ 40.26% |
$2.07M - $2.43M
|
87.2K
$9.27M
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
23.8KNew |
$1.97M - $2.31M
|
23.8K
$2.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
23.8KNew |
$1.96M - $2.31M
|
23.8K
$2.53M
|
|
|
Feb 02, 2024
Q4 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
23.1KNew |
$1.91M - $2.24M
|
23.1K
$2.46M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
21.8KNew |
$1.8M - $2.11M
|
21.8K
$2.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
20.4KNew |
$1.68M - $1.98M
|
20.4K
$2.17M
|
|
|
Mar 05, 2024
Q4 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
20.2KNew |
$1.67M - $1.96M
|
20.2K
$2.15M
|
|
|
Feb 05, 2024
Q4 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
20.2K+ 264.47% |
$1.67M - $1.96M
|
27.9K
$2.97M
|
|
|
Mar 26, 2024
Q4 2023
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
20.1KNew |
$1.66M - $1.95M
|
20.1K
$2.13M
|
|
|
Dec 11, 2024
Q4 2023
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
19.2KNew |
$1.59M - $1.86M
|
19.2K
$2.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
19K+ 7.3% |
$1.57M - $1.84M
|
279K
$29.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
18.5K+ 166.41% |
$1.52M - $1.79M
|
29.6K
$3.15M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
18.4K+ 35.93% |
$1.52M - $1.78M
|
69.5K
$7.39M
|
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
18KNew |
$1.49M - $1.75M
|
18K
$1.92M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
18KNew |
$1.49M - $1.75M
|
18K
$1.92M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
17.5KNew |
$1.45M - $1.7M
|
17.5K
$1.87M
|
|
|
Feb 08, 2024
Q4 2023
|
Empire Life Investments Inc.
|
BUY
|
- |
17.3KNew |
$1.43M - $1.68M
|
17.3K
$1.84M
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
17K+ 12.89% |
$1.4M - $1.65M
|
149K
$15.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
16.3K+ 437.55% |
$1.34M - $1.58M
|
20K
$2.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
15.4K+ 4.0% |
$1.28M - $1.5M
|
401K
$42.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
15KNew |
$1.24M - $1.45M
|
15K
$1.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
14.6K+ 31.01% |
$1.21M - $1.42M
|
61.8K
$6.57M
|
|
|
Feb 12, 2024
Q4 2023
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
14.2KNew |
$1.17M - $1.37M
|
14.2K
$1.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
14.1KNew |
$1.17M - $1.37M
|
14.1K
$1.5M
|
|
|
Feb 27, 2025
Q4 2023
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
13.2KNew |
$1.09M - $1.28M
|
13.2K
$1.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
13K+ 25.14% |
$1.07M - $1.26M
|
64.5K
$6.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
12.5K+ 4.43% |
$1.03M - $1.21M
|
295K
$31.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
11.9KNew |
$983K - $1.16M
|
11.9K
$1.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Washington Trust Bank
|
BUY
|
- |
11.5K+ 274.74% |
$946K - $1.11M
|
15.6K
$1.66M
|
|
|
Jan 17, 2024
Q4 2023
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
11.3KNew |
$934K - $1.1M
|
11.3K
$1.2M
|
|
|
Jan 11, 2024
Q4 2023
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
11.2K+ 8.48% |
$926K - $1.09M
|
144K
$15.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
11.2K+ 11.02% |
$921K - $1.08M
|
112K
$12M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
11.1K+ 106.87% |
$918K - $1.08M
|
21.5K
$2.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
11.1K+ 10.87% |
$916K - $1.08M
|
113K
$12M
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
11.1KNew |
$914K - $1.07M
|
11.1K
$1.18M
|
|
|
Feb 08, 2024
Q4 2023
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
11KNew |
$906K - $1.06M
|
11K
$1.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
10.9K+ 221.1% |
$898K - $1.05M
|
15.8K
$1.68M
|
|
|
Feb 01, 2024
Q4 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
10.7K+ 8.63% |
$881K - $1.04M
|
134K
$14.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
10.4K+ 4.29% |
$858K - $1.01M
|
253K
$26.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
10.1K+ 19.39% |
$836K - $982K
|
62.4K
$6.63M
|
|
|
Feb 13, 2024
Q4 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
9.53K+ 5.11% |
$786K - $924K
|
196K
$20.8M
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
9.34K+ 414.47% |
$771K - $906K
|
11.6K
$1.23M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
9.28KNew |
$766K - $900K
|
9.28K
$987K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
9.26KNew |
$764K - $898K
|
9.26K
$985K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
8.97K+ 83.72% |
$740K - $870K
|
19.7K
$2.09M
|
|
|
Jan 29, 2024
Q4 2023
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
8.81KNew |
$727K - $855K
|
8.81K
$937K
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.78KNew |
$725K - $852K
|
8.78K
$934K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
8.53K+ 28.32% |
$704K - $827K
|
38.6K
$4.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
8.28KNew |
$683K - $803K
|
8.28K
$880K
|