Purchases and Sales Made in Q1 2024 in Msci Eafe Growth ETF (EFG)
This table provides information about the institutional ownership of Msci Eafe Growth ETF (EFG) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-4.89K- 6.91% |
$459K - $513K
|
65.9K
$6.85M
|
|
|
Apr 23, 2024
Q1 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-4.92K- 53.7% |
$461K - $515K
|
4.24K
$440K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
SELL
|
- |
-5.01K- 10.83% |
$470K - $525K
|
41.2K
$4.29M
|
|
|
May 15, 2024
Q1 2024
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-5.05K- 1.7% |
$474K - $529K
|
292K
$30.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-5.06K- 12.88% |
$474K - $530K
|
34.2K
$3.55M
|
|
|
May 09, 2024
Q1 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-5.25K- 8.7% |
$492K - $550K
|
55K
$5.72M
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-5.54K- 40.8% |
$519K - $580K
|
8.03K
$835K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.01K- 11.04% |
$564K - $631K
|
48.5K
$5.04M
|
|
|
Apr 11, 2024
Q1 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-6.02K- 6.88% |
$565K - $631K
|
81.5K
$8.47M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-6.07K- 13.92% |
$569K - $636K
|
37.5K
$3.9M
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-6.61K- 7.58% |
$620K - $693K
|
80.7K
$8.39M
|
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-6.64K- 15.72% |
$623K - $697K
|
35.6K
$3.7M
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-7.07K- 19.6% |
$663K - $741K
|
29K
$3.02M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-7.23K- 24.92% |
$678K - $758K
|
21.8K
$2.26M
|
|
|
May 14, 2024
Q1 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-7.3K- 25.0% |
$685K - $765K
|
21.9K
$2.28M
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-7.65K- 41.35% |
$717K - $802K
|
10.8K
$1.13M
|
|
|
Apr 25, 2024
Q1 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-7.69K- 2.19% |
$721K - $806K
|
344K
$35.8M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-7.72K- 18.56% |
$724K - $809K
|
33.9K
$3.52M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-7.74K- 3.08% |
$726K - $812K
|
244K
$25.4M
|
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-7.99K- 6.06% |
$750K - $838K
|
124K
$12.9M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-8.12K- 1.44% |
$761K - $851K
|
554K
$57.6M
|
|
|
May 14, 2024
Q1 2024
|
Washington Trust Bank
|
SELL
|
- |
-8.95K- 57.22% |
$839K - $938K
|
6.69K
$695K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-9.16K- 4.67% |
$859K - $961K
|
187K
$19.4M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-9.18K- 37.67% |
$861K - $962K
|
15.2K
$1.58M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-9.26K- 17.34% |
$868K - $971K
|
44.1K
$4.59M
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-9.28K- 16.65% |
$871K - $973K
|
46.5K
$4.83M
|
|
|
May 03, 2024
Q1 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-9.37K- 15.13% |
$879K - $982K
|
52.6K
$5.46M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-9.82K- 38.54% |
$921K - $1.03M
|
15.7K
$1.63M
|
|
|
Apr 17, 2024
Q1 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-9.85K- 8.74% |
$924K - $1.03M
|
103K
$10.7M
|
|
|
May 10, 2024
Q1 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-10K- 4.58% |
$940K - $1.05M
|
209K
$21.7M
|
|
|
Apr 02, 2024
Q1 2024
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-10.1K- 17.16% |
$945K - $1.06M
|
48.7K
$5.06M
|
|
|
May 01, 2024
Q1 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-11.1K- 39.7% |
$1.04M - $1.16M
|
16.8K
$1.75M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-14.2K- 4.59% |
$1.33M - $1.49M
|
295K
$30.7M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-14.7K- 73.52% |
$1.38M - $1.54M
|
5.29K
$550K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-15.6K- 6.57% |
$1.47M - $1.64M
|
222K
$23.1M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-16.2K- 1.23% |
$1.52M - $1.7M
|
1.3M
$135M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-17K- 7.43% |
$1.59M - $1.78M
|
211K
$22M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-17.8K- 3.49% |
$1.67M - $1.86M
|
492K
$51.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-18K- 6.52% |
$1.68M - $1.88M
|
257K
$26.8M
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-18.2K- 30.95% |
$1.7M - $1.91M
|
40.5K
$4.21M
|
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-18.7K- 14.39% |
$1.75M - $1.96M
|
111K
$11.5M
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-19.7K- 18.03% |
$1.85M - $2.07M
|
89.7K
$9.33M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-21K- 63.87% |
$1.97M - $2.2M
|
11.9K
$1.23M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-21.3K- 25.7% |
$2M - $2.23M
|
61.6K
$6.4M
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-21.4K- 36.29% |
$2M - $2.24M
|
37.5K
$3.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-22.1K- 3.57% |
$2.07M - $2.31M
|
596K
$61.9M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-22.3K- 15.82% |
$2.09M - $2.34M
|
119K
$12.3M
|
|
|
May 15, 2024
Q1 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-23.9K- 88.38% |
$2.24M - $2.5M
|
3.14K
$326K
|
|
|
May 14, 2024
Q1 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-24K- 78.69% |
$2.25M - $2.52M
|
6.5K
$676K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-25.3K- 33.83% |
$2.37M - $2.65M
|
49.4K
$5.14M
|