Purchases and Sales Made in Q3 2023 in Msci Eafe Growth ETF (EFG)

EFG Quotes by TradingView

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
Aug 16, 2024 Q3 2023
Td Private Client Wealth LLC

New York, NY
BUY
 -
1.97K
+ 12.72%
$168K - $192K
17.4K $1.71M
Nov 14, 2023 Q3 2023
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
1.95K
+ 10.43%
$167K - $190K
20.7K $2.02M
Nov 14, 2023 Q3 2023
Northwestern Mutual Wealth Management CO

BUY
 -
1.92K
+ 0.34%
$164K - $187K
564K $55.2M
Oct 26, 2023 Q3 2023
Nbt Bank N A

BUY
 -
1.91K
+ 0.79%
$163K - $186K
242K $23.7M
Nov 02, 2023 Q3 2023
Jnba Financial Advisors

BUY
 -
1.77K
+ 4.53%
$152K - $173K
40.9K $4.01M
Nov 06, 2023 Q3 2023
Washington Trust Bank

BUY
 -
1.74K
+ 71.41%
$149K - $169K
4.17K $408K
Nov 15, 2023 Q3 2023
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
1.67K
+ 14.56%
$143K - $162K
13.1K $1.28M
Nov 13, 2023 Q3 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
1.59K
+ 32.89%
$136K - $155K
6.43K $629K
Nov 13, 2023 Q3 2023
Cary Street Partners Asset Management LLC

Richmond, VA
BUY
 -
1.56K
+ 3.0%
$133K - $151K
53.3K $5.22M
Nov 14, 2023 Q3 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
1.54K
+ 18.29%
$132K - $150K
9.98K $977K
Oct 18, 2023 Q3 2023
Norris Perne & French LLP

Grand Rapids, MI
BUY
 -
1.52K
+ 4.02%
$130K - $148K
39.4K $3.86M
Nov 13, 2023 Q3 2023
W Advisors, LLC

Germantown, TN
BUY
 -
1.45K
+ 3.29%
$124K - $141K
45.4K $4.44M
Nov 14, 2023 Q3 2023
First Manhattan CO

New York, NY
BUY
 -
1.4K
+ 206.5%
$120K - $136K
2.08K $203K
Oct 11, 2023 Q3 2023
Geneos Wealth Management Inc.

BUY
 -
1.36K
+ 5.58%
$117K - $133K
25.8K $2.52M
Nov 08, 2023 Q3 2023
9258 Wealth Management, LLC

BUY
 -
1.36K
+ 32.69%
$116K - $132K
5.51K $539K
Nov 15, 2023 Q3 2023
Wealthquest Corp

Cincinnati, OH
BUY
 -
1.35K
+ 3.01%
$116K - $132K
46.4K $4.54M
Nov 06, 2023 Q3 2023
Authentikos Wealth Advisory, LLC

Morgan Hill, CA
BUY
 -
1.35K
New
$115K - $131K
1.35K $132K
Nov 13, 2023 Q3 2023
Ifg Advisory, LLC

BUY
 -
1.27K
+ 5.74%
$109K - $124K
23.4K $2.29M
Oct 16, 2023 Q3 2023
Kingdom Financial Group Llc.

Peoria, AZ
BUY
 -
1.24K
+ 3.32%
$106K - $120K
38.5K $3.77M
Nov 03, 2023 Q3 2023
Pinnacle Financial Partners Inc

BUY
 -
1.23K
+ 2.0%
$105K - $120K
62.8K $6.15M
Oct 10, 2023 Q3 2023
Mechanics Bank Trust Department

BUY
 -
1.21K
+ 8.63%
$104K - $118K
15.3K $1.5M
Nov 13, 2023 Q3 2023
Scs Capital Management LLC

Boston, MA
BUY
 -
1.2K
+ 13.99%
$103K - $117K
9.8K $959K
Nov 08, 2023 Q3 2023
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
1.2K
+ 19.31%
$103K - $117K
7.41K $725K
Oct 25, 2023 Q3 2023
Wealth Management Solutions, LLC

BUY
 -
1.18K
+ 28.93%
$101K - $115K
5.25K $514K
Oct 24, 2023 Q3 2023
Stratos Wealth Advisors, LLC

BUY
 -
1.18K
+ 2.62%
$101K - $115K
46.2K $4.52M
Nov 13, 2023 Q3 2023
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
1.16K
+ 21.43%
$99.2K - $113K
6.57K $643K
Nov 03, 2023 Q3 2023
Sterling Financial Planning, Inc.

BUY
 -
1.15K
+ 3.18%
$98.6K - $112K
37.4K $3.66M
Oct 13, 2023 Q3 2023
Collective Family Office LLC

BUY
 -
1.14K
+ 9.65%
$97.5K - $111K
13K $1.27M
Jan 12, 2024 Q3 2023
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
1.14K
+ 3.53%
$97.3K - $111K
33.4K $3.27M
Nov 02, 2023 Q3 2023
Lwmg, LLC

Lake Elmo, MN
BUY
 -
1.13K
+ 2.44%
$96.4K - $110K
47.3K $4.63M
Oct 17, 2023 Q3 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
1.1K
+ 1157.89%
$94.1K - $107K
1.2K $117K
Nov 02, 2023 Q3 2023
Rcs Financial Planning, LLC

Annapolis, MD
BUY
 -
1.09K
+ 4.96%
$92.8K - $106K
23K $2.25M
Nov 13, 2023 Q3 2023
Balentine LLC

Atlanta, GA
BUY
 -
1.08K
+ 747.22%
$92.1K - $105K
1.22K $119K
Oct 31, 2023 Q3 2023
Cook Wealth Management Group LLC

Raleigh, NC
BUY
 -
1.06K
+ 15.2%
$91K - $104K
8.06K $789K
Nov 13, 2023 Q3 2023
Valley National Advisers Inc

BUY
 -
1.03K
+ 84.52%
$88.3K - $101K
2.25K $221K
Oct 24, 2023 Q3 2023
J.W. Cole Advisors, Inc.

BUY
 -
1.02K
+ 4.08%
$86.9K - $98.9K
25.9K $2.54M
Nov 01, 2023 Q3 2023
Wealthfront Advisers LLC

BUY
 -
994
+ 26.45%
$85K - $96.8K
4.75K $465K
Nov 14, 2023 Q3 2023
Allegheny Financial Group LTD

Pittsburgh, PA
BUY
 -
993
+ 16.35%
$85K - $96.7K
7.07K $692K
Nov 01, 2023 Q3 2023
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
993
+ 40.46%
$85K - $96.7K
3.45K $337K
Oct 19, 2023 Q3 2023
Provident Wealth Management, LLC

BUY
 -
975
+ 7.24%
$83.4K - $95K
14.4K $1.41M
Nov 02, 2023 Q3 2023
Private Advisor Group, LLC

BUY
 -
959
+ 1.34%
$82K - $93.4K
72.5K $7.1M
Oct 13, 2023 Q3 2023
Institute For Wealth Management, Llc.

BUY
 -
957
+ 10.72%
$81.9K - $93.2K
9.88K $967K
Nov 08, 2023 Q3 2023
Huntington National Bank

Columbus, OH
BUY
 -
946
+ 2.87%
$80.9K - $92.1K
33.9K $3.32M
Apr 19, 2024 Q3 2023
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
944
+ 15.64%
$80.8K - $91.9K
6.98K $683K
Oct 25, 2023 Q3 2023
Blue Path Capital Management, LLC

Atlanta, GA
BUY
 -
943
New
$80.7K - $91.8K
943 $92.3K
Nov 02, 2023 Q3 2023
Benedetti & Gucer, Inc.

BUY
 -
876
+ 7.02%
$74.9K - $85.3K
13.4K $1.31M
Nov 13, 2023 Q3 2023
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
874
+ 9.99%
$74.8K - $85.1K
9.63K $942K
Nov 06, 2023 Q3 2023
Savant Capital, LLC

BUY
 -
858
+ 1.89%
$73.4K - $83.6K
46.2K $4.52M
Nov 08, 2023 Q3 2023
Keybank National Association

BUY
 -
842
+ 33.23%
$72K - $82K
3.38K $330K

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