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 16, 2022
Q1 2022
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-36.1K- 36.71% |
$3.15M - $3.99M
|
62.2K
$6.01M
|
|
|
May 09, 2022
Q1 2022
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-36.3K- 31.68% |
$3.17M - $4.01M
|
78.3K
$7.56M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-36.3K- 12.17% |
$3.17M - $4.01M
|
262K
$25.3M
|
|
|
Apr 19, 2022
Q1 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-38.6K- 68.03% |
$3.37M - $4.27M
|
18.1K
$1.75M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-39.2K- 38.48% |
$3.42M - $4.33M
|
62.7K
$6.05M
|
|
|
Apr 27, 2022
Q1 2022
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-39.3K- 28.48% |
$3.43M - $4.35M
|
98.7K
$9.54M
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-39.8K- 96.53% |
$3.47M - $4.4M
|
1.43K
$138K
|
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-41K- 10.25% |
$3.58M - $4.54M
|
359K
$34.7M
|
|
|
May 04, 2022
Q1 2022
|
One Advisory Partners, LLC
|
SELL
|
- |
-42.2K- 33.25% |
$3.69M - $4.67M
|
84.8K
$8.19M
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-43.3K- 31.82% |
$3.78M - $4.78M
|
92.7K
$8.95M
|
|
|
Apr 28, 2022
Q1 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-44.4K- 40.35% |
$3.88M - $4.91M
|
65.7K
$6.34M
|
|
|
May 16, 2022
Q1 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-45.4K- 31.81% |
$3.97M - $5.02M
|
97.4K
$9.41M
|
|
|
May 06, 2022
Q1 2022
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-45.6K- 53.21% |
$3.98M - $5.04M
|
40.1K
$3.87M
|
|
|
May 16, 2022
Q1 2022
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-46K- 85.11% |
$4.01M - $5.08M
|
8.04K
$777K
|
|
|
May 02, 2022
Q1 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-46.5K- 33.21% |
$4.06M - $5.14M
|
93.5K
$9.03M
|
|
|
Apr 27, 2022
Q1 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-48K- 25.21% |
$4.19M - $5.3M
|
142K
$13.7M
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
SELL
|
- |
-48.7K- 53.98% |
$4.26M - $5.39M
|
41.6K
$4.01M
|
|
|
May 10, 2022
Q1 2022
|
Keystone Financial Services
|
SELL
|
- |
-51.2K- 40.69% |
$4.47M - $5.66M
|
74.6K
$7.2M
|
|
|
May 05, 2022
Q1 2022
|
Spectrum Management Group, LLC
|
SELL
|
- |
-51.2K- 40.96% |
$4.47M - $5.66M
|
73.9K
$7.13M
|
|
|
Apr 29, 2022
Q1 2022
|
Tri Star Advisors Inc.
|
SELL
|
- |
-52.6K- 40.63% |
$4.59M - $5.81M
|
76.8K
$7.42M
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-54.3K- 4.15% |
$4.74M - $6M
|
1.25M
$121M
|
|
|
May 03, 2022
Q1 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-55K- 70.34% |
$4.8M - $6.08M
|
23.2K
$2.24M
|
|
|
Apr 27, 2022
Q1 2022
|
Stone House Investment Management, LLC
|
SELL
|
- |
-55K- 39.32% |
$4.8M - $6.08M
|
85K
$8.2M
|
|
|
May 10, 2022
Q1 2022
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-55.9K- 32.95% |
$4.88M - $6.18M
|
114K
$11M
|
|
|
May 03, 2022
Q1 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-55.9KClosed |
$4.88M - $6.18M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-60.3K- 8.01% |
$5.27M - $6.67M
|
693K
$66.9M
|
|
|
Apr 19, 2022
Q1 2022
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-61.6K- 25.52% |
$5.38M - $6.81M
|
180K
$17.4M
|
|
|
May 05, 2022
Q1 2022
|
West Wealth Group, LLC
|
SELL
|
- |
-62.4K- 35.05% |
$5.45M - $6.89M
|
116K
$11.2M
|
|
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-62.8K- 78.41% |
$5.48M - $6.94M
|
17.3K
$1.67M
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-64K- 6.72% |
$5.59M - $7.07M
|
888K
$85.8M
|
|
|
May 13, 2022
Q1 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-64.4K- 56.99% |
$5.62M - $7.12M
|
48.6K
$4.7M
|
|
|
Mar 11, 2024
Q1 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-64.5K- 43.1% |
$5.63M - $7.13M
|
85.2K
$8.23M
|
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-65K- 92.65% |
$5.68M - $7.19M
|
5.16K
$498K
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-67.7K- 25.86% |
$5.91M - $7.48M
|
194K
$18.7M
|
|
|
May 16, 2022
Q1 2022
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-68.9K- 68.0% |
$6.02M - $7.62M
|
32.4K
$3.13M
|
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-71K- 16.93% |
$6.2M - $7.85M
|
348K
$33.6M
|
|
|
May 10, 2022
Q1 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-71.1K- 40.92% |
$6.21M - $7.86M
|
103K
$9.91M
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-71.2K- 12.64% |
$6.21M - $7.87M
|
492K
$47.5M
|
|
|
Apr 25, 2022
Q1 2022
|
Sharkey, Howes & Javer
|
SELL
|
- |
-74.2K- 39.39% |
$6.48M - $8.2M
|
114K
$11M
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-75K- 52.73% |
$6.55M - $8.29M
|
67.2K
$6.49M
|
|
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-77.3KClosed |
$6.75M - $8.55M
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-77.4K- 83.57% |
$6.76M - $8.56M
|
15.2K
$1.47M
|
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-78.7K- 28.96% |
$6.87M - $8.7M
|
193K
$18.6M
|
|
|
May 13, 2022
Q1 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-81KClosed |
$7.07M - $8.96M
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-83.3K- 38.72% |
$7.27M - $9.21M
|
132K
$12.7M
|
|
|
May 16, 2022
Q1 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-88.7K- 39.99% |
$7.74M - $9.8M
|
133K
$12.8M
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-93.5K- 24.32% |
$8.16M - $10.3M
|
291K
$28.1M
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-95.1K- 15.61% |
$8.3M - $10.5M
|
514K
$49.7M
|
|
|
May 16, 2022
Q1 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-96.5K- 27.54% |
$8.42M - $10.7M
|
254K
$24.5M
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-101K- 28.54% |
$8.79M - $11.1M
|
252K
$24.3M
|