Purchases and Sales Made in Q1 2022 in Msci Eafe Growth ETF (EFG)
This table provides information about the institutional ownership of Msci Eafe Growth ETF (EFG) during Q1 2022. 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 27, 2022
Q1 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
12.4M+ 7201.55% |
$1.09B - $1.37B
|
12.6M
$1.29B
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.06M+ 9108.78% |
$180M - $227M
|
2.08M
$213M
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
787K+ 11.92% |
$68.7M - $87M
|
7.38M
$757M
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
366K+ 261.64% |
$32M - $40.5M
|
506K
$51.9M
|
|
May 10, 2022
Q1 2022
|
Country Club Bank
|
BUY
|
- |
352KNew |
$30.7M - $38.9M
|
352K
$36.1M
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
272KNew |
$23.7M - $30.1M
|
272K
$27.9M
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
179KNew |
$15.7M - $19.8M
|
179K
$18.4M
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
116K+ 45.39% |
$10.1M - $12.8M
|
371K
$38.1M
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
108KNew |
$9.44M - $12M
|
108K
$11.1M
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
94.1K+ 9.92% |
$8.21M - $10.4M
|
1.04M
$107M
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
BUY
|
- |
74.7K+ 45.68% |
$6.52M - $8.26M
|
238K
$24.4M
|
|
May 06, 2022
Q1 2022
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
69.5K+ 2301.36% |
$6.06M - $7.68M
|
72.5K
$7.43M
|
|
May 12, 2022
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
68K+ 252.54% |
$5.94M - $7.52M
|
94.9K
$9.73M
|
|
Mar 14, 2023
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
68K+ 252.54% |
$5.94M - $7.52M
|
94.9K
$9.73M
|
|
May 13, 2022
Q1 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
67K+ 1060.09% |
$5.85M - $7.41M
|
73.3K
$7.52M
|
|
May 03, 2022
Q1 2022
|
Dubuque Bank & Trust CO
|
BUY
|
- |
63.6K+ 28.45% |
$5.56M - $7.03M
|
287K
$29.5M
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
61.4K+ 10.25% |
$5.36M - $6.79M
|
661K
$67.8M
|
|
May 04, 2022
Q1 2022
|
Adviser Investments LLC
|
BUY
|
- |
60.6K+ 11.84% |
$5.29M - $6.7M
|
573K
$58.7M
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
55.7K+ 1868.89% |
$4.87M - $6.16M
|
58.7K
$6.02M
|
|
Apr 25, 2022
Q1 2022
|
Aries Wealth Management
|
BUY
|
- |
43.1KNew |
$3.76M - $4.76M
|
43.1K
$4.42M
|
|
Sep 07, 2022
Q1 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
42.7KNew |
$3.73M - $4.72M
|
42.7K
$4.38M
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
35.3K+ 235.11% |
$3.08M - $3.9M
|
50.3K
$5.16M
|
|
May 11, 2022
Q1 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
34.8K+ 941.19% |
$3.03M - $3.84M
|
38.5K
$3.94M
|
|
Apr 20, 2022
Q1 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
34.1KNew |
$2.98M - $3.77M
|
34.1K
$3.49M
|
|
May 16, 2022
Q1 2022
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
32.8KNew |
$2.86M - $3.63M
|
32.8K
$3.36M
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
BUY
|
- |
29.9KNew |
$2.61M - $3.31M
|
29.9K
$3.07M
|
|
May 05, 2022
Q1 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
29.4K+ 859.89% |
$2.56M - $3.25M
|
32.8K
$3.36M
|
|
Apr 05, 2024
Q1 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
29K+ 7.61% |
$2.53M - $3.2M
|
410K
$42M
|
|
Aug 19, 2022
Q1 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
24.1KNew |
$2.1M - $2.66M
|
24.1K
$2.47M
|
|
May 06, 2022
Q1 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
22.1K+ 196.52% |
$1.93M - $2.44M
|
33.3K
$3.42M
|
|
Apr 21, 2022
Q1 2022
|
Provident Wealth Management, LLC
|
BUY
|
- |
21.3KNew |
$1.86M - $2.36M
|
21.3K
$2.19M
|
|
Apr 26, 2022
Q1 2022
|
Ieq Capital, LLC
|
BUY
|
- |
21.1KNew |
$1.84M - $2.33M
|
21.1K
$2.16M
|
|
Apr 15, 2022
Q1 2022
|
Domani Wealth, LLC
|
BUY
|
- |
20.7KNew |
$1.8M - $2.28M
|
20.7K
$2.12M
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
20.5K+ 734.66% |
$1.79M - $2.26M
|
23.2K
$2.38M
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
20K+ 47.35% |
$1.75M - $2.22M
|
62.4K
$6.4M
|
|
May 06, 2022
Q1 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
19.5KNew |
$1.7M - $2.15M
|
19.5K
$2M
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
19.1K+ 76.74% |
$1.67M - $2.11M
|
44K
$4.51M
|
|
May 13, 2022
Q1 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
19KNew |
$1.66M - $2.1M
|
19K
$1.95M
|
|
Apr 15, 2022
Q1 2022
|
Paladin Advisory Group, LLC
|
BUY
|
- |
19KNew |
$1.66M - $2.1M
|
19K
$1.95M
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
18.9K+ 0.49% |
$1.65M - $2.09M
|
3.9M
$399M
|
|
Nov 14, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
18.3K+ 212.71% |
$1.59M - $2.02M
|
26.8K
$2.75M
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
17.4K+ 17919.59% |
$1.52M - $1.92M
|
17.5K
$1.79M
|
|
May 16, 2022
Q1 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
17.2KNew |
$1.5M - $1.9M
|
17.2K
$1.77M
|
|
Apr 27, 2022
Q1 2022
|
Girard Partners Ltd.
|
BUY
|
- |
17.2K+ 35.33% |
$1.5M - $1.9M
|
65.9K
$6.76M
|
|
May 19, 2022
Q1 2022
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
16.7K+ 318.91% |
$1.45M - $1.84M
|
21.9K
$2.24M
|
|
May 13, 2022
Q1 2022
|
Washington Trust Bank
|
BUY
|
- |
16.5K+ 785.76% |
$1.44M - $1.82M
|
18.6K
$1.91M
|
|
May 11, 2022
Q1 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
15.5KNew |
$1.36M - $1.72M
|
15.5K
$1.59M
|
|
May 12, 2022
Q1 2022
|
Leisure Capital Management
|
BUY
|
- |
15.2K+ 49.23% |
$1.33M - $1.68M
|
46.1K
$4.73M
|
|
Aug 26, 2022
Q1 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
14.9K+ 67.7% |
$1.3M - $1.65M
|
37K
$3.79M
|
|
May 13, 2022
Q1 2022
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
14.9K+ 308.48% |
$1.3M - $1.64M
|
19.7K
$2.02M
|