Latest Institutional Purchases of Msci Eafe Growth ETF (EFG)
This list provides information on the latest institutional transactions involving Msci Eafe Growth ETF (EFG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
70New |
$5.78K - $6.79K
|
70
$8.03K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
58New |
$4.79K - $5.62K
|
58
$6.65K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
55+ 5500.0% |
$4.54K - $5.33K
|
56
$6.43K
|
|
|
Feb 12, 2024
Q4 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
30New |
$2.48K - $2.91K
|
30
$3.44K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
24New |
$1.98K - $2.33K
|
24
$2.75K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
14New |
$1.16K - $1.36K
|
14
$1.61K
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
9New |
$743 - $873
|
9
$1.03K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
37.1KNew |
$3.17M - $3.61M
|
37.1K
$4.25M
|
|
|
Nov 09, 2023
Q3 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
26.6KNew |
$2.28M - $2.59M
|
26.6K
$3.06M
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
18.1KNew |
$1.55M - $1.77M
|
18.1K
$2.08M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
12.3K+ 337.36% |
$1.06M - $1.2M
|
16K
$1.83M
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
11.4K+ 3.54% |
$977K - $1.11M
|
334K
$38.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
2.46K+ 1.14% |
$211K - $240K
|
218K
$25M
|
|
|
Oct 16, 2023
Q3 2023
|
Essex LLC
|
BUY
|
- |
2.41KNew |
$206K - $234K
|
2.41K
$276K
|
|
|
Oct 19, 2023
Q3 2023
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
2.36KNew |
$202K - $230K
|
2.36K
$271K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
BUY
|
- |
1.18K+ 28.93% |
$101K - $115K
|
5.25K
$602K
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
943New |
$80.7K - $91.8K
|
943
$108K
|
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
438+ 695.24% |
$37.5K - $42.7K
|
501
$57.5K
|
|
|
Oct 26, 2023
Q3 2023
|
Dividend Assets Capital, LLC
|
BUY
|
- |
300New |
$25.7K - $29.2K
|
300
$34.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
157New |
$13.4K - $15.3K
|
157
$18K
|
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
127New |
$10.9K - $12.4K
|
127
$14.6K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
100New |
$8.56K - $9.74K
|
100
$11.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
79New |
$6.76K - $7.69K
|
79
$9.06K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
67New |
$5.73K - $6.53K
|
67
$7.69K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
28New |
$2.4K - $2.73K
|
28
$3.21K
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
21New |
$1.8K - $2.05K
|
21
$2.41K
|
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
15New |
$1.28K - $1.46K
|
15
$1.72K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
165K+ 1109.1% |
$15.4M - $16M
|
180K
$20.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
34.9KNew |
$3.25M - $3.38M
|
34.9K
$4M
|
|
|
Jul 13, 2023
Q2 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
12.1KNew |
$1.12M - $1.17M
|
12.1K
$1.38M
|
|
|
Aug 10, 2023
Q2 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
6.47KNew |
$603K - $628K
|
6.47K
$743K
|
|
|
Aug 03, 2023
Q2 2023
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
5.85KNew |
$545K - $567K
|
5.85K
$672K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
4.56K+ 3.58% |
$425K - $442K
|
132K
$15.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.4K+ 60.88% |
$410K - $427K
|
11.6K
$1.33M
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
4.05K+ 38.56% |
$377K - $393K
|
14.6K
$1.67M
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
BUY
|
- |
3.47KNew |
$323K - $336K
|
3.47K
$398K
|
|
|
Aug 15, 2023
Q2 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
2.91KNew |
$271K - $282K
|
2.91K
$334K
|
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
BUY
|
- |
2.33KNew |
$217K - $226K
|
2.33K
$267K
|
|
|
Jul 21, 2023
Q2 2023
|
Columbus Macro, LLC
|
BUY
|
- |
2.3KNew |
$214K - $223K
|
2.3K
$263K
|
|
|
Jul 26, 2023
Q2 2023
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
2.27KNew |
$211K - $220K
|
2.27K
$260K
|
|
|
Aug 11, 2023
Q2 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
2.25KNew |
$210K - $218K
|
2.25K
$258K
|
|
|
Aug 10, 2023
Q2 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
2.1KNew |
$196K - $204K
|
2.1K
$241K
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
641New |
$59.7K - $62.1K
|
641
$73.5K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
514New |
$47.9K - $49.8K
|
514
$59K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
326New |
$30.4K - $31.6K
|
326
$37.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
293+ 3.99% |
$27.3K - $28.4K
|
7.64K
$876K
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
270New |
$25.2K - $26.2K
|
270
$31K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
243New |
$22.6K - $23.6K
|
243
$27.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
200New |
$18.6K - $19.4K
|
200
$22.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
200New |
$18.6K - $19.4K
|
200
$22.9K
|
|