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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
3.65K+ 32.33% |
$301K - $354K
|
14.9K
$1.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
3.65KNew |
$301K - $354K
|
3.65K
$388K
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
3.62K+ 27.02% |
$298K - $351K
|
17K
$1.81M
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
3.55K+ 3.3% |
$293K - $344K
|
111K
$11.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3.54K+ 1.77% |
$292K - $343K
|
203K
$21.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
BUY
|
- |
3.4K+ 8.3% |
$280K - $329K
|
44.3K
$4.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.36KNew |
$277K - $326K
|
3.36K
$357K
|
|
|
Jan 23, 2024
Q4 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
3.36KNew |
$277K - $325K
|
3.36K
$357K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
3.31K+ 466.95% |
$273K - $321K
|
4.01K
$427K
|
|
|
Jan 08, 2024
Q4 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
3.29K+ 17.81% |
$272K - $319K
|
21.8K
$2.32M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
3.29K+ 6.16% |
$271K - $319K
|
56.6K
$6.02M
|
|
|
Feb 06, 2024
Q4 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
3.18K+ 6.73% |
$263K - $309K
|
50.5K
$5.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
3.16K+ 12.52% |
$261K - $306K
|
28.4K
$3.02M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.15K+ 19.51% |
$260K - $305K
|
19.3K
$2.05M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
3.09K+ 2.02% |
$255K - $300K
|
156K
$16.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3.05K+ 56.0% |
$252K - $296K
|
8.51K
$905K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
2.93K+ 1.96% |
$242K - $284K
|
152K
$16.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
2.93KNew |
$242K - $284K
|
2.93K
$311K
|
|
|
Jan 31, 2024
Q4 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
2.88K+ 5.82% |
$237K - $279K
|
52.3K
$5.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
2.88KNew |
$237K - $279K
|
2.88K
$306K
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.85KNew |
$235K - $276K
|
2.85K
$303K
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
2.71KNew |
$224K - $263K
|
2.71K
$288K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.71K+ 8.67% |
$223K - $263K
|
33.9K
$3.61M
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
2.7K+ 12.06% |
$223K - $262K
|
25.1K
$2.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
2.63K+ 1521.39% |
$217K - $255K
|
2.81K
$298K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.63KNew |
$217K - $255K
|
2.63K
$279K
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
2.61K+ 6.34% |
$215K - $253K
|
43.8K
$4.66M
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.6KNew |
$214K - $252K
|
2.6K
$276K
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
2.58K+ 18.65% |
$213K - $250K
|
16.4K
$1.74M
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
2.55K+ 5.83% |
$210K - $247K
|
46.3K
$4.92M
|
|
|
Jan 10, 2024
Q4 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
2.54K+ 16.61% |
$209K - $246K
|
17.8K
$1.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
2.5KNew |
$206K - $242K
|
2.5K
$266K
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
2.46KNew |
$203K - $239K
|
2.46K
$262K
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
2.46K+ 19.07% |
$203K - $239K
|
15.4K
$1.63M
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
2.27KNew |
$187K - $220K
|
2.27K
$241K
|
|
|
Feb 14, 2024
Q4 2023
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
2.24KNew |
$185K - $217K
|
2.24K
$238K
|
|
|
Feb 13, 2024
Q4 2023
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
2.22KNew |
$183K - $215K
|
2.22K
$236K
|
|
|
Feb 09, 2024
Q4 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
2.22K+ 11.76% |
$183K - $215K
|
21.1K
$2.24M
|
|
|
Jan 10, 2024
Q4 2023
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
2.22KNew |
$183K - $215K
|
2.22K
$236K
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.18K+ 7.41% |
$180K - $212K
|
31.6K
$3.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
2.18K+ 4.85% |
$180K - $211K
|
47.1K
$5.01M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
2.18K+ 8.49% |
$180K - $211K
|
27.8K
$2.96M
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
2.16KNew |
$178K - $210K
|
2.16K
$230K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
2.16K+ 27.5% |
$178K - $209K
|
10K
$1.07M
|
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
2.16KNew |
$178K - $209K
|
2.16K
$229K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2.15KNew |
$177K - $208K
|
2.15K
$228K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2.14K+ 84.99% |
$177K - $208K
|
4.66K
$496K
|
|
|
Feb 09, 2024
Q4 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.14K+ 6.49% |
$176K - $207K
|
35.1K
$3.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
2.1KNew |
$173K - $204K
|
2.1K
$223K
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
BUY
|
- |
2.1K+ 8.86% |
$173K - $203K
|
25.8K
$2.74M
|