Purchases and Sales Made in Q3 2023 in Msci Eafe Growth ETF (EFG)
This table provides information about the institutional ownership of Msci Eafe Growth ETF (EFG) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
4.92KNew |
$421K - $479K
|
4.92K
$482K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
4.85K+ 3.35% |
$415K - $472K
|
150K
$14.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
4.74KNew |
$406K - $462K
|
4.74K
$464K
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.63K+ 47.14% |
$396K - $451K
|
14.5K
$1.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
4.6K+ 80.05% |
$394K - $448K
|
10.4K
$1.01M
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
4.49K+ 3.53% |
$384K - $438K
|
132K
$12.9M
|
|
|
Oct 11, 2023
Q3 2023
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
4.48K+ 3.5% |
$383K - $436K
|
132K
$13M
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
4.46K+ 6.09% |
$381K - $434K
|
77.6K
$7.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.41K+ 948.82% |
$377K - $430K
|
4.88K
$477K
|
|
|
Nov 14, 2023
Q3 2023
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
4.35K+ 44.75% |
$372K - $423K
|
14.1K
$1.38M
|
|
|
Oct 30, 2023
Q3 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
4.24K+ 6.34% |
$362K - $412K
|
71.1K
$6.96M
|
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
4.12KNew |
$352K - $401K
|
4.12K
$403K
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
BUY
|
- |
4.09K+ 61.2% |
$350K - $399K
|
10.8K
$1.06M
|
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
BUY
|
- |
3.9K+ 81.86% |
$333K - $380K
|
8.66K
$848K
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
3.78K+ 3.64% |
$323K - $368K
|
107K
$10.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
3.64KNew |
$311K - $354K
|
3.64K
$356K
|
|
|
Oct 19, 2023
Q3 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
3.62K+ 2.48% |
$310K - $353K
|
150K
$14.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.62KNew |
$310K - $353K
|
3.62K
$354K
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.57K+ 3.02% |
$305K - $347K
|
122K
$11.9M
|
|
|
Oct 11, 2023
Q3 2023
|
Affiance Financial, LLC
|
BUY
|
- |
3.29K+ 8.16% |
$281K - $320K
|
43.5K
$4.26M
|
|
|
Oct 12, 2023
Q3 2023
|
Essex Savings Bank
|
BUY
|
- |
3.27KNew |
$279K - $318K
|
3.27K
$320K
|
|
|
Oct 17, 2023
Q3 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
3.22K+ 16.07% |
$276K - $314K
|
23.3K
$2.28M
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.16K+ 10.38% |
$270K - $308K
|
33.6K
$3.29M
|
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
3.16K+ 3.95% |
$270K - $307K
|
83K
$8.12M
|
|
|
Oct 19, 2023
Q3 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.08K+ 3.61% |
$264K - $300K
|
88.4K
$8.66M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
2.96K+ 3.83% |
$253K - $288K
|
80K
$7.83M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.85KNew |
$244K - $278K
|
2.85K
$279K
|
|
|
Nov 09, 2023
Q3 2023
|
Hardy Reed LLC
|
BUY
|
- |
2.81K+ 21.57% |
$240K - $273K
|
15.8K
$1.55M
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
2.8K+ 13.71% |
$239K - $272K
|
23.2K
$2.27M
|
|
|
Oct 24, 2023
Q3 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
2.77K+ 7.01% |
$237K - $269K
|
42.2K
$4.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.68K+ 2.88% |
$229K - $261K
|
95.6K
$9.36M
|
|
|
Nov 01, 2023
Q3 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
2.64K+ 2.18% |
$226K - $257K
|
124K
$12.1M
|
|
|
Oct 18, 2023
Q3 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
2.59KNew |
$221K - $252K
|
2.59K
$253K
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2.54K+ 6.11% |
$217K - $247K
|
44.1K
$4.32M
|
|
|
Oct 31, 2023
Q3 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
2.54K+ 8.84% |
$217K - $247K
|
31.3K
$3.06M
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.53KNew |
$216K - $246K
|
2.53K
$247K
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
2.51KNew |
$214K - $244K
|
2.51K
$245K
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
2.47K+ 17.63% |
$212K - $241K
|
16.5K
$1.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
2.46K+ 1.14% |
$211K - $240K
|
218K
$21.3M
|
|
|
Oct 27, 2023
Q3 2023
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
2.46K+ 47.37% |
$210K - $239K
|
7.65K
$749K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.45K+ 5.47% |
$209K - $238K
|
47.2K
$4.62M
|
|
|
Oct 16, 2023
Q3 2023
|
Essex LLC
|
BUY
|
- |
2.41KNew |
$206K - $234K
|
2.41K
$236K
|
|
|
Oct 19, 2023
Q3 2023
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
2.36KNew |
$202K - $230K
|
2.36K
$231K
|
|
|
Nov 15, 2023
Q3 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
2.29K+ 6.03% |
$196K - $223K
|
40.3K
$3.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.25K+ 56.07% |
$192K - $219K
|
6.26K
$613K
|
|
|
Oct 19, 2023
Q3 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
2.25K+ 26.96% |
$192K - $219K
|
10.6K
$1.04M
|
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
2.17K+ 8.45% |
$186K - $212K
|
27.9K
$2.73M
|
|
|
Nov 03, 2023
Q3 2023
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
2.15K+ 43.46% |
$184K - $209K
|
7.09K
$694K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
2.06K+ 7.34% |
$176K - $201K
|
30.1K
$2.95M
|
|
|
Nov 01, 2023
Q3 2023
|
Hyman Charles D
|
BUY
|
- |
2.05K+ 3.23% |
$175K - $200K
|
65.6K
$6.42M
|