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 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
101New |
$8.34K - $9.79K
|
101
$10.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
101+ 1.85% |
$8.34K - $9.79K
|
5.55K
$591K
|
|
|
Jan 18, 2024
Q4 2023
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
100+ 0.17% |
$8.25K - $9.7K
|
60K
$6.38M
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
100+ 2.8% |
$8.25K - $9.7K
|
3.67K
$390K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
97+ 1.14% |
$8.01K - $9.41K
|
8.63K
$918K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
97New |
$8.01K - $9.41K
|
97
$10.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
90+ 8.26% |
$7.43K - $8.73K
|
1.18K
$126K
|
|
|
Jan 23, 2024
Q4 2023
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
88+ 1.15% |
$7.26K - $8.53K
|
7.74K
$823K
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
88+ 3.4% |
$7.26K - $8.53K
|
2.68K
$285K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
87+ 2.44% |
$7.18K - $8.44K
|
3.65K
$388K
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
84New |
$6.93K - $8.15K
|
84
$8.94K
|
|
|
Jan 29, 2024
Q4 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
76+ 0.93% |
$6.27K - $7.37K
|
8.24K
$876K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
73+ 11.5% |
$6.02K - $7.08K
|
708
$75.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
70New |
$5.78K - $6.79K
|
70
$7.45K
|
|
|
Feb 07, 2024
Q4 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
64+ 0.15% |
$5.28K - $6.21K
|
42.2K
$4.49M
|
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
64+ 0.55% |
$5.28K - $6.21K
|
11.7K
$1.24M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
63+ 19.81% |
$5.2K - $6.11K
|
381
$40.5K
|
|
|
Jan 22, 2024
Q4 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
62+ 0.22% |
$5.12K - $6.01K
|
28K
$2.97M
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
62New |
$5.12K - $6.01K
|
62
$6.59K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
58New |
$4.79K - $5.62K
|
58
$6.17K
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
57+ 1.01% |
$4.7K - $5.53K
|
5.7K
$607K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
55+ 5500.0% |
$4.54K - $5.33K
|
56
$5.96K
|
|
|
Jan 30, 2024
Q4 2023
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
54+ 0.68% |
$4.46K - $5.24K
|
8.03K
$854K
|
|
|
Jun 17, 2024
Q4 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
49+ 1.45% |
$4.04K - $4.75K
|
3.42K
$364K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
48+ 4.14% |
$3.96K - $4.66K
|
1.21K
$128K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
47+ 0.49% |
$3.88K - $4.56K
|
9.67K
$1.03M
|
|
|
Feb 14, 2025
Q4 2023
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
45+ 1.63% |
$3.71K - $4.36K
|
2.81K
$299K
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
42+ 1.66% |
$3.47K - $4.07K
|
2.57K
$273K
|
|
|
Feb 14, 2024
Q4 2023
|
Evensky & Katz LLC
|
BUY
|
- |
38+ 0.47% |
$3.14K - $3.69K
|
8.19K
$871K
|
|
|
Feb 14, 2024
Q4 2023
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
34+ 0.35% |
$2.81K - $3.3K
|
9.83K
$1.05M
|
|
|
Feb 12, 2024
Q4 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
30New |
$2.48K - $2.91K
|
30
$3.19K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
29+ 20.0% |
$2.39K - $2.81K
|
174
$18.5K
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
29New |
$2.39K - $2.81K
|
29
$3.08K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
27New |
$2.23K - $2.62K
|
27
$2.87K
|
|
|
Feb 02, 2024
Q4 2023
|
Tap Consulting, LLC
|
BUY
|
- |
25+ 0.68% |
$2.06K - $2.42K
|
3.72K
$395K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
24New |
$1.98K - $2.33K
|
24
$2.55K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
23+ 0.26% |
$1.9K - $2.23K
|
8.86K
$943K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
20+ 0.51% |
$1.65K - $1.94K
|
3.93K
$418K
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
BUY
|
- |
19+ 0.68% |
$1.57K - $1.84K
|
2.81K
$299K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
17+ 0.09% |
$1.4K - $1.65K
|
18.2K
$1.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
14New |
$1.16K - $1.36K
|
14
$1.49K
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
9New |
$743 - $873
|
9
$957
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
6+ 0.21% |
$495 - $582
|
2.83K
$301K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
6New |
$495 - $582
|
6
$638
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
5+ 0.76% |
$413 - $485
|
661
$70.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4New |
$330 - $388
|
4
$425
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
3+ 0.07% |
$248 - $291
|
4.27K
$454K
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
2+ 0.63% |
$165 - $194
|
321
$34.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2+ 0.11% |
$165 - $194
|
1.81K
$192K
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
2+ 0.04% |
$165 - $194
|
4.9K
$521K
|