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 11, 2022
Q1 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1.21KNew |
$105K - $133K
|
1.21K
$117K
|
|
|
Apr 18, 2022
Q1 2022
|
First Citizens Financial Corp
|
BUY
|
- |
1.2K+ 29.58% |
$105K - $133K
|
5.27K
$509K
|
|
|
May 13, 2022
Q1 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.18K+ 12.69% |
$103K - $130K
|
10.5K
$1.01M
|
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
BUY
|
- |
1.14K+ 28.15% |
$99.1K - $125K
|
5.17K
$499K
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.11K+ 23.73% |
$97.3K - $123K
|
5.81K
$561K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.07K+ 6.25% |
$93.1K - $118K
|
18.1K
$1.75M
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.04K+ 15.34% |
$91K - $115K
|
7.84K
$757K
|
|
|
Apr 29, 2022
Q1 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.01K+ 9.17% |
$88.3K - $112K
|
12K
$1.16M
|
|
|
May 16, 2022
Q1 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
972New |
$84.9K - $107K
|
972
$93.9K
|
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
961New |
$83.9K - $106K
|
961
$92.8K
|
|
|
Apr 29, 2022
Q1 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
820+ 27.75% |
$71.6K - $90.6K
|
3.78K
$365K
|
|
|
May 16, 2022
Q1 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
818+ 33.68% |
$71.4K - $90.4K
|
3.25K
$314K
|
|
|
Apr 25, 2022
Q1 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
813+ 10.55% |
$71K - $89.9K
|
8.52K
$822K
|
|
|
May 12, 2022
Q1 2022
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
800+ 36.26% |
$69.8K - $88.4K
|
3.01K
$290K
|
|
|
May 10, 2022
Q1 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
766+ 22.17% |
$66.9K - $84.7K
|
4.22K
$408K
|
|
|
Apr 05, 2022
Q1 2022
|
Adirondack Trust CO
|
BUY
|
- |
725+ 1686.05% |
$63.3K - $80.1K
|
768
$74.2K
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
714New |
$62.3K - $78.9K
|
714
$69K
|
|
|
May 03, 2022
Q1 2022
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
712+ 17.88% |
$62.2K - $78.7K
|
4.7K
$453K
|
|
|
Jan 09, 2024
Q1 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
700+ 42.22% |
$61.1K - $77.4K
|
2.36K
$228K
|
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
690+ 10.69% |
$60.2K - $76.3K
|
7.15K
$690K
|
|
|
Apr 18, 2022
Q1 2022
|
Sol Capital Management CO
|
BUY
|
- |
660+ 8.15% |
$57.6K - $72.9K
|
8.76K
$846K
|
|
|
Apr 25, 2022
Q1 2022
|
Collective Family Office LLC
|
BUY
|
- |
650+ 7.07% |
$56.7K - $71.8K
|
9.85K
$951K
|
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
607+ 2.03% |
$53K - $67.1K
|
30.4K
$2.94M
|
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
600New |
$52.4K - $66.3K
|
600
$57.9K
|
|
|
May 12, 2022
Q1 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
577+ 0.44% |
$50.4K - $63.8K
|
132K
$12.8M
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
545+ 2.72% |
$47.6K - $60.2K
|
20.6K
$1.99M
|
|
|
May 13, 2022
Q1 2022
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
524+ 9.49% |
$45.7K - $57.9K
|
6.05K
$584K
|
|
|
May 23, 2022
Q1 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
522+ 10.61% |
$45.6K - $57.7K
|
5.44K
$525K
|
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
480+ 4.24% |
$41.9K - $53.1K
|
11.8K
$1.14M
|
|
|
Apr 11, 2022
Q1 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
470+ 1.87% |
$41K - $51.9K
|
25.6K
$2.47M
|
|
|
May 16, 2022
Q1 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
458New |
$40K - $50.6K
|
458
$44.2K
|
|
|
May 09, 2022
Q1 2022
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
439+ 2.86% |
$38.3K - $48.5K
|
15.8K
$1.52M
|
|
|
May 12, 2022
Q1 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
418+ 20.6% |
$36.5K - $46.2K
|
2.45K
$236K
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
398+ 2.97% |
$34.7K - $44K
|
13.8K
$1.33M
|
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
317+ 4.36% |
$27.7K - $35K
|
7.58K
$732K
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
308+ 11.94% |
$26.9K - $34K
|
2.89K
$279K
|
|
|
Apr 25, 2022
Q1 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
300+ 8.18% |
$26.2K - $33.2K
|
3.97K
$383K
|
|
|
May 03, 2022
Q1 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
296+ 1.29% |
$25.8K - $32.7K
|
23.2K
$2.24M
|
|
|
Apr 14, 2022
Q1 2022
|
Diversified, LLC
|
BUY
|
- |
273+ 10.43% |
$23.8K - $30.2K
|
2.89K
$279K
|
|
|
Apr 22, 2022
Q1 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
260+ 2.19% |
$22.7K - $28.7K
|
12.1K
$1.17M
|
|
|
May 05, 2022
Q1 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
252+ 3.67% |
$22K - $27.9K
|
7.12K
$688K
|
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
240+ 11.92% |
$21K - $26.5K
|
2.25K
$218K
|
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
234New |
$20.4K - $25.9K
|
234
$22.6K
|
|
|
May 02, 2022
Q1 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
228+ 2.64% |
$19.9K - $25.2K
|
8.87K
$856K
|
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
228+ 5.93% |
$19.9K - $25.2K
|
4.08K
$394K
|
|
|
May 05, 2022
Q1 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
222+ 11.03% |
$19.4K - $24.5K
|
2.23K
$216K
|
|
|
May 10, 2022
Q1 2022
|
Wrapmanager Inc
|
BUY
|
- |
212+ 4.17% |
$18.5K - $23.4K
|
5.29K
$511K
|
|
|
May 16, 2022
Q1 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
204+ 0.75% |
$17.8K - $22.5K
|
27.4K
$2.65M
|
|
|
May 09, 2022
Q1 2022
|
Lansing Street Advisors
|
BUY
|
- |
193New |
$16.8K - $21.3K
|
193
$18.6K
|
|
|
May 10, 2022
Q1 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
190+ 0.78% |
$16.6K - $21K
|
24.7K
$2.38M
|