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 |
|---|---|---|---|---|---|---|---|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1New |
$82.5 - $97
|
1
$106
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1New |
$82.5 - $97
|
1
$106
|
|
|
Feb 07, 2024
Q4 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-8- 0.11% |
$660 - $776
|
7.17K
$762K
|
|
|
Jan 16, 2024
Q4 2023
|
Pachira Investments Inc.
|
SELL
|
- |
-15- 0.29% |
$1.24K - $1.45K
|
5.12K
$544K
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-15- 0.58% |
$1.24K - $1.45K
|
2.56K
$272K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-16- 0.62% |
$1.32K - $1.55K
|
2.58K
$274K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-19- 6.6% |
$1.57K - $1.84K
|
269
$28.6K
|
|
|
Oct 18, 2024
Q4 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-20- 0.1% |
$1.65K - $1.94K
|
19.4K
$2.06M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-22- 0.28% |
$1.82K - $2.13K
|
7.93K
$844K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-25- 0.16% |
$2.06K - $2.42K
|
15.3K
$1.62M
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
SELL
|
- |
-26- 0.57% |
$2.15K - $2.52K
|
4.53K
$482K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-27- 16.98% |
$2.23K - $2.62K
|
132
$14K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-41- 0.9% |
$3.38K - $3.98K
|
4.53K
$482K
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
SELL
|
- |
-45- 0.46% |
$3.71K - $4.36K
|
9.75K
$1.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-50- 1.45% |
$4.13K - $4.85K
|
3.4K
$362K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-53- 16.41% |
$4.37K - $5.14K
|
270
$28.7K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-53- 16.41% |
$4.37K - $5.14K
|
270
$28.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-54- 39.13% |
$4.46K - $5.24K
|
84
$8.94K
|
|
|
Jan 31, 2024
Q4 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-55- 57.29% |
$4.54K - $5.33K
|
41
$4.36K
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-55- 1.65% |
$4.54K - $5.33K
|
3.27K
$348K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-56- 1.12% |
$4.62K - $5.43K
|
4.97K
$528K
|
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-56- 93.33% |
$4.62K - $5.43K
|
4
$425
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-60- 1.68% |
$4.95K - $5.82K
|
3.52K
$374K
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-60- 1.91% |
$4.95K - $5.82K
|
3.09K
$328K
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-70- 16.13% |
$5.78K - $6.79K
|
364
$38.7K
|
|
|
Jan 23, 2024
Q4 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-70- 2.41% |
$5.78K - $6.79K
|
2.83K
$301K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-72- 67.92% |
$5.94K - $6.98K
|
34
$3.62K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-74- 7.73% |
$6.11K - $7.18K
|
883
$93.9K
|
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-75- 2.37% |
$6.19K - $7.27K
|
3.09K
$329K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-79- 4.36% |
$6.52K - $7.66K
|
1.73K
$184K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-80- 2.36% |
$6.6K - $7.76K
|
3.31K
$352K
|
|
|
Jan 30, 2024
Q4 2023
|
Cortland Associates Inc
|
SELL
|
- |
-80- 2.68% |
$6.6K - $7.76K
|
2.91K
$309K
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-84- 45.65% |
$6.93K - $8.15K
|
100
$10.6K
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-88- 1.6% |
$7.26K - $8.53K
|
5.42K
$577K
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-89- 2.16% |
$7.35K - $8.63K
|
4.03K
$428K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-90- 92.78% |
$7.43K - $8.73K
|
7
$745
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-100- 58.48% |
$8.25K - $9.7K
|
71
$7.55K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-101- 0.22% |
$8.34K - $9.79K
|
46.1K
$4.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-112- 0.12% |
$9.24K - $10.9K
|
89.6K
$9.53M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-120- 2.61% |
$9.9K - $11.6K
|
4.48K
$476K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-135- 1.97% |
$11.1K - $13.1K
|
6.71K
$713K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-135- 1.3% |
$11.1K - $13.1K
|
10.2K
$1.09M
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-139- 3.44% |
$11.5K - $13.5K
|
3.91K
$415K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-140- 4.64% |
$11.6K - $13.6K
|
2.88K
$306K
|
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-147- 3.2% |
$12.1K - $14.3K
|
4.45K
$473K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-177- 26.07% |
$14.6K - $17.2K
|
502
$53.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-185- 5.84% |
$15.3K - $17.9K
|
2.98K
$317K
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-185- 1.52% |
$15.3K - $17.9K
|
12K
$1.28M
|
|
|
Jan 11, 2024
Q4 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-188- 4.86% |
$15.5K - $18.2K
|
3.68K
$391K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-195- 1.53% |
$16.1K - $18.9K
|
12.5K
$1.33M
|