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 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.08K+ 15.87% |
$172K - $202K
|
15.2K
$1.62M
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
2.07K+ 21.82% |
$171K - $201K
|
11.6K
$1.23M
|
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
2.02K+ 28.56% |
$167K - $196K
|
9.09K
$966K
|
|
|
Feb 12, 2024
Q4 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
1.98K+ 4.19% |
$164K - $192K
|
49.3K
$5.24M
|
|
|
Jan 29, 2024
Q4 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
1.98K+ 24.57% |
$163K - $192K
|
10K
$1.07M
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.88K+ 21.53% |
$155K - $182K
|
10.6K
$1.13M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1.88KNew |
$155K - $182K
|
1.88K
$199K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
1.83KNew |
$151K - $178K
|
1.83K
$195K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.8K+ 8.61% |
$149K - $175K
|
22.7K
$2.42M
|
|
|
Jan 18, 2024
Q4 2023
|
Sage Financial Group Inc
|
BUY
|
- |
1.74K+ 32.79% |
$143K - $168K
|
7.04K
$748K
|
|
|
Jan 19, 2024
Q4 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
1.72K+ 6.78% |
$142K - $167K
|
27.1K
$2.89M
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.7K+ 1.78% |
$140K - $165K
|
97.3K
$10.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
1.65K+ 12.36% |
$136K - $160K
|
15K
$1.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1.63K+ 2.77% |
$134K - $158K
|
60.4K
$6.42M
|
|
|
Feb 15, 2024
Q4 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
1.57K+ 3.39% |
$130K - $152K
|
47.9K
$5.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
1.5K+ 25.36% |
$124K - $145K
|
7.42K
$789K
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.47K+ 17.06% |
$121K - $143K
|
10.1K
$1.07M
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.41K+ 3.49% |
$116K - $137K
|
41.8K
$4.45M
|
|
|
Jan 31, 2024
Q4 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
1.39K+ 3.72% |
$115K - $135K
|
38.8K
$4.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1.37KNew |
$113K - $133K
|
1.37K
$146K
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
1.34K+ 12.39% |
$110K - $129K
|
12.1K
$1.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
1.3K+ 38.6% |
$108K - $126K
|
4.68K
$498K
|
|
|
Feb 09, 2024
Q4 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
1.26K+ 4.29% |
$104K - $122K
|
30.7K
$3.27M
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.19K+ 12.08% |
$98.5K - $116K
|
11.1K
$1.18M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.16K+ 35.9% |
$95.3K - $112K
|
4.37K
$465K
|
|
|
Feb 05, 2025
Q4 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
1.15K+ 2.42% |
$94.6K - $111K
|
48.4K
$5.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
1.14K+ 18.35% |
$93.8K - $110K
|
7.33K
$780K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
1.12K+ 5.66% |
$92.1K - $108K
|
20.8K
$2.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.1K+ 23.28% |
$91.1K - $107K
|
5.85K
$622K
|
|
|
Jan 30, 2024
Q4 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
1.06K+ 7.12% |
$87.7K - $103K
|
16K
$1.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
1.05K+ 14.82% |
$86.6K - $102K
|
8.13K
$864K
|
|
|
Feb 14, 2024
Q4 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
1.04K+ 8.01% |
$85.5K - $100K
|
14K
$1.49M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
1K+ 34.54% |
$82.6K - $97.1K
|
3.9K
$415K
|
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
BUY
|
- |
1K+ 1.52% |
$82.5K - $97K
|
66.6K
$7.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
984+ 14.77% |
$81.2K - $95.4K
|
7.65K
$813K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
962+ 20.24% |
$79.4K - $93.3K
|
5.71K
$608K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
946+ 3.65% |
$78.1K - $91.7K
|
26.9K
$2.86M
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
BUY
|
- |
880+ 68.7% |
$72.6K - $85.3K
|
2.16K
$230K
|
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
872+ 6.7% |
$72K - $84.6K
|
13.9K
$1.48M
|
|
|
Aug 28, 2024
Q4 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
825+ 12.37% |
$68.1K - $80K
|
7.49K
$797K
|
|
|
Jan 22, 2024
Q4 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
802+ 2.04% |
$66.2K - $77.8K
|
40.2K
$4.28M
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
799+ 13.78% |
$65.9K - $77.5K
|
6.6K
$702K
|
|
|
Jan 03, 2024
Q4 2023
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
798+ 1.38% |
$65.9K - $77.4K
|
58.7K
$6.25M
|
|
|
Feb 13, 2024
Q4 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
795+ 9.51% |
$65.6K - $77.1K
|
9.15K
$973K
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
780+ 21.45% |
$64.4K - $75.6K
|
4.42K
$470K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
767+ 6.45% |
$63.3K - $74.4K
|
12.7K
$1.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
700New |
$57.8K - $67.9K
|
700
$74.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
686+ 4.23% |
$56.6K - $66.5K
|
16.9K
$1.8M
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
BUY
|
- |
679+ 13.22% |
$56K - $65.8K
|
5.82K
$619K
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
671+ 6.58% |
$55.4K - $65.1K
|
10.9K
$1.16M
|