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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2023
Q3 2023
|
Pachira Investments Inc.
|
BUY
|
- |
30+ 0.59% |
$2.57K - $2.92K
|
5.13K
$533K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
28New |
$2.4K - $2.73K
|
28
$2.91K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
26New |
$2.22K - $2.53K
|
26
$2.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
21New |
$1.8K - $2.05K
|
21
$2.18K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
21+ 0.19% |
$1.8K - $2.05K
|
11.3K
$1.17M
|
|
|
Oct 17, 2023
Q3 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
20+ 0.1% |
$1.71K - $1.95K
|
20K
$2.08M
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
19+ 0.36% |
$1.63K - $1.85K
|
5.31K
$552K
|
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
17+ 0.45% |
$1.45K - $1.66K
|
3.77K
$392K
|
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
15New |
$1.28K - $1.46K
|
15
$1.56K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
14+ 0.11% |
$1.2K - $1.36K
|
12.9K
$1.34M
|
|
|
Nov 01, 2023
Q3 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
12+ 0.15% |
$1.03K - $1.17K
|
8.16K
$848K
|
|
|
Nov 14, 2023
Q3 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
5+ 0.12% |
$428 - $487
|
4.27K
$444K
|
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-1- 0.18% |
$85.6 - $97.4
|
542
$56.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-1- 0.02% |
$85.6 - $97.4
|
4.62K
$480K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-6- 0.07% |
$513 - $584
|
8.53K
$887K
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-7- 0.19% |
$599 - $682
|
3.7K
$385K
|
|
|
Nov 02, 2023
Q3 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-9- 4.66% |
$770 - $877
|
184
$19.1K
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-10- 2.75% |
$856 - $974
|
353
$36.7K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-11- 3.68% |
$941 - $1.07K
|
288
$29.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-13- 1.19% |
$1.11K - $1.27K
|
1.08K
$112K
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-13- 0.33% |
$1.11K - $1.27K
|
3.91K
$406K
|
|
|
Oct 10, 2023
Q3 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-14- 0.54% |
$1.2K - $1.36K
|
2.57K
$267K
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
SELL
|
- |
-14- 0.09% |
$1.2K - $1.36K
|
15.3K
$1.59M
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-17- 0.7% |
$1.45K - $1.66K
|
2.43K
$252K
|
|
|
Nov 13, 2023
Q3 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-19- 33.93% |
$1.63K - $1.85K
|
37
$3.85K
|
|
|
Oct 24, 2023
Q3 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-19- 14.73% |
$1.63K - $1.85K
|
110
$11.4K
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-21- 0.24% |
$1.8K - $2.05K
|
8.84K
$919K
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-25- 0.13% |
$2.14K - $2.43K
|
19.9K
$2.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-27- 0.58% |
$2.31K - $2.63K
|
4.61K
$479K
|
|
|
Oct 13, 2023
Q3 2023
|
First Citizens Financial Corp
|
SELL
|
- |
-34- 0.41% |
$2.91K - $3.31K
|
8.27K
$860K
|
|
|
Oct 20, 2023
Q3 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-35- 1.09% |
$2.99K - $3.41K
|
3.16K
$329K
|
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
SELL
|
- |
-38- 65.52% |
$3.25K - $3.7K
|
20
$2.08K
|
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-39- 0.52% |
$3.34K - $3.8K
|
7.43K
$772K
|
|
|
Oct 24, 2023
Q3 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-43- 1.1% |
$3.68K - $4.19K
|
3.87K
$402K
|
|
|
Oct 23, 2023
Q3 2023
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-50- 0.68% |
$4.28K - $4.87K
|
7.31K
$760K
|
|
|
Oct 31, 2023
Q3 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-54- 1.35% |
$4.62K - $5.26K
|
3.95K
$410K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-58- 2.57% |
$4.96K - $5.65K
|
2.2K
$228K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-59- 57.84% |
$5.05K - $5.75K
|
43
$4.47K
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-60- 1.29% |
$5.13K - $5.84K
|
4.6K
$478K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-62- 5.38% |
$5.3K - $6.04K
|
1.09K
$113K
|
|
|
Nov 13, 2023
Q3 2023
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-65- 2.56% |
$5.56K - $6.33K
|
2.47K
$257K
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-65- 23.64% |
$5.56K - $6.33K
|
210
$21.8K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-69- 30.26% |
$5.9K - $6.72K
|
159
$16.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-70- 1.45% |
$5.99K - $6.82K
|
4.76K
$495K
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-83Closed |
$7.1K - $8.08K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-84- 2.38% |
$7.19K - $8.18K
|
3.45K
$359K
|
|
|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-84- 0.61% |
$7.19K - $8.18K
|
13.6K
$1.41M
|
|
|
Oct 10, 2023
Q3 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-84- 1.02% |
$7.19K - $8.18K
|
8.15K
$847K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-86- 21.29% |
$7.36K - $8.38K
|
318
$33.1K
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
SELL
|
- |
-90- 63.83% |
$7.7K - $8.77K
|
51
$5.3K
|