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 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
669+ 1.45% |
$55.2K - $64.9K
|
46.9K
$4.98M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
656+ 13.42% |
$54.1K - $63.6K
|
5.54K
$590K
|
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
650+ 2.85% |
$53.6K - $63K
|
23.5K
$2.49M
|
|
|
Feb 02, 2024
Q4 2023
|
Leisure Capital Management
|
BUY
|
- |
645+ 13.66% |
$53.2K - $62.6K
|
5.37K
$571K
|
|
|
Feb 07, 2024
Q4 2023
|
Horan Securities, Inc.
|
BUY
|
- |
625+ 9.93% |
$51.6K - $60.6K
|
6.92K
$736K
|
|
|
Aug 06, 2024
Q4 2023
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
624+ 2.0% |
$51.5K - $60.5K
|
31.9K
$3.39M
|
|
|
Jan 26, 2024
Q4 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
600+ 5.67% |
$49.5K - $58.2K
|
11.2K
$1.19M
|
|
|
Jan 12, 2024
Q4 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
594+ 2.08% |
$49K - $57.6K
|
29.2K
$3.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
581New |
$47.9K - $56.3K
|
581
$61.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
568New |
$46.9K - $55.1K
|
568
$60.4K
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
530New |
$43.7K - $51.4K
|
530
$56.4K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
505+ 66.89% |
$41.7K - $49K
|
1.26K
$134K
|
|
|
Feb 05, 2024
Q4 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
502+ 1.54% |
$41.4K - $48.7K
|
33K
$3.51M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
500New |
$41.3K - $48.5K
|
500
$53.2K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
416+ 1.61% |
$34.3K - $40.3K
|
26.2K
$2.79M
|
|
|
Jan 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
391+ 6.38% |
$32.3K - $37.9K
|
6.52K
$693K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
371New |
$30.6K - $36K
|
371
$39.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
361+ 9.58% |
$29.8K - $35K
|
4.13K
$439K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
353New |
$29.1K - $34.2K
|
353
$37.5K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
349+ 2.41% |
$28.8K - $33.8K
|
14.8K
$1.58M
|
|
|
Jan 09, 2024
Q4 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
346+ 1.26% |
$28.6K - $33.6K
|
27.8K
$2.96M
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
345New |
$28.5K - $33.5K
|
345
$36.7K
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
319+ 0.95% |
$26.3K - $30.9K
|
34K
$3.62M
|
|
|
Jan 17, 2024
Q4 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
308+ 11.05% |
$25.4K - $29.9K
|
3.1K
$329K
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
BUY
|
- |
300+ 1.81% |
$24.8K - $29.1K
|
16.8K
$1.79M
|
|
|
Jan 29, 2024
Q4 2023
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
293+ 0.39% |
$24.2K - $28.4K
|
75.4K
$8.02M
|
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
286New |
$23.6K - $27.7K
|
286
$30.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
278+ 2.47% |
$22.9K - $27K
|
11.5K
$1.23M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
271+ 0.62% |
$22.4K - $26.3K
|
43.7K
$4.64M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
264+ 9.22% |
$21.8K - $25.6K
|
3.13K
$333K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
260New |
$21.5K - $25.2K
|
260
$27.7K
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
255New |
$21K - $24.7K
|
255
$27.1K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
237New |
$19.6K - $23K
|
237
$25.2K
|
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
228+ 43.26% |
$18.8K - $22.1K
|
755
$80.3K
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
199+ 7.7% |
$16.4K - $19.3K
|
2.79K
$296K
|
|
|
Feb 05, 2024
Q4 2023
|
Ledyard National Bank
|
BUY
|
- |
193+ 5.53% |
$15.9K - $18.7K
|
3.69K
$392K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
188+ 4.87% |
$15.5K - $18.2K
|
4.05K
$431K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
179+ 2.13% |
$14.8K - $17.4K
|
8.58K
$913K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
177+ 5.46% |
$14.6K - $17.2K
|
3.42K
$364K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
164New |
$13.5K - $15.9K
|
164
$17.4K
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
BUY
|
- |
157+ 2.53% |
$13K - $15.2K
|
6.36K
$677K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
144+ 3.12% |
$11.9K - $14K
|
4.76K
$506K
|
|
|
Feb 01, 2024
Q4 2023
|
Diversified, LLC
|
BUY
|
- |
138+ 1.1% |
$11.4K - $13.4K
|
12.7K
$1.35M
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
134+ 13.16% |
$11.1K - $13K
|
1.15K
$123K
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
133+ 1.08% |
$11K - $12.9K
|
12.4K
$1.32M
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
127New |
$10.5K - $12.3K
|
127
$13.5K
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
120+ 20.3% |
$9.9K - $11.6K
|
711
$75.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
115+ 4.35% |
$9.49K - $11.2K
|
2.76K
$293K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
109+ 4.96% |
$9K - $10.6K
|
2.31K
$245K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
107+ 0.84% |
$8.83K - $10.4K
|
12.9K
$1.37M
|