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
|
Leo H. Evart, Inc.
|
SELL
|
- |
-7- 0.1% |
$611 - $774
|
6.91K
$667K
|
|
|
Apr 22, 2022
Q1 2022
|
Western Financial Corporation
|
SELL
|
- |
-11- 0.31% |
$960 - $1.22K
|
3.5K
$338K
|
|
|
Aug 05, 2022
Q1 2022
|
Tevis Investment Management
|
SELL
|
- |
-12Closed |
$1.05K - $1.33K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
SELL
|
- |
-14Closed |
$1.22K - $1.55K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Proffitt & Goodson Inc
|
SELL
|
- |
-15Closed |
$1.31K - $1.66K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Ledyard National Bank
|
SELL
|
- |
-18- 0.68% |
$1.57K - $1.99K
|
2.62K
$253K
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
SELL
|
- |
-18- 1.77% |
$1.57K - $1.99K
|
997
$96.3K
|
|
|
May 11, 2022
Q1 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-20Closed |
$1.75K - $2.21K
|
0
$0
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-20Closed |
$1.75K - $2.21K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-26- 6.99% |
$2.27K - $2.87K
|
346
$33.4K
|
|
|
Apr 21, 2022
Q1 2022
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-27- 0.99% |
$2.36K - $2.98K
|
2.71K
$262K
|
|
|
May 06, 2022
Q1 2022
|
Motco
|
SELL
|
- |
-30Closed |
$2.62K - $3.32K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-32- 1.3% |
$2.79K - $3.54K
|
2.43K
$235K
|
|
|
May 11, 2022
Q1 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-32- 4.73% |
$2.79K - $3.54K
|
644
$62.2K
|
|
|
Apr 28, 2022
Q1 2022
|
Newton One Investments LLC
|
SELL
|
- |
-40- 50.0% |
$3.49K - $4.42K
|
40
$3.86K
|
|
|
May 04, 2022
Q1 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-40- 7.72% |
$3.49K - $4.42K
|
478
$46.2K
|
|
|
May 16, 2022
Q1 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-49Closed |
$4.28K - $5.42K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-50- 4.05% |
$4.37K - $5.53K
|
1.18K
$114K
|
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-50Closed |
$4.37K - $5.53K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-52- 1.71% |
$4.54K - $5.75K
|
2.98K
$288K
|
|
|
May 17, 2022
Q1 2022
|
Lake Point Wealth Management
|
SELL
|
- |
-65Closed |
$5.67K - $7.18K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-66- 2.42% |
$5.76K - $7.29K
|
2.66K
$257K
|
|
|
Apr 28, 2022
Q1 2022
|
Patten Group, Inc.
|
SELL
|
- |
-76- 0.26% |
$6.63K - $8.4K
|
28.8K
$2.78M
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-78- 0.28% |
$6.81K - $8.62K
|
27.5K
$2.65M
|
|
|
May 12, 2022
Q1 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-80- 0.26% |
$6.98K - $8.84K
|
30.1K
$2.91M
|
|
|
May 09, 2022
Q1 2022
|
Hyman Charles D
|
SELL
|
- |
-90- 0.55% |
$7.86K - $9.95K
|
16.1K
$1.56M
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-94- 2.25% |
$8.21K - $10.4K
|
4.09K
$394K
|
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-97- 7.22% |
$8.47K - $10.7K
|
1.25K
$120K
|
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-98Closed |
$8.56K - $10.8K
|
0
$0
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
SELL
|
- |
-99- 18.47% |
$8.64K - $10.9K
|
437
$42.2K
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-99- 18.71% |
$8.64K - $10.9K
|
430
$41.5K
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-106- 8.01% |
$9.25K - $11.7K
|
1.22K
$118K
|
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-111- 4.93% |
$9.69K - $12.3K
|
2.14K
$207K
|
|
|
Oct 18, 2024
Q1 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-120- 0.46% |
$10.5K - $13.3K
|
25.9K
$2.5M
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-123Closed |
$10.7K - $13.6K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-125- 1.32% |
$10.9K - $13.8K
|
9.32K
$900K
|
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
SELL
|
- |
-125- 53.42% |
$10.9K - $13.8K
|
109
$10.5K
|
|
|
Apr 18, 2022
Q1 2022
|
Rede Wealth, LLC
|
SELL
|
- |
-126- 1.26% |
$11K - $13.9K
|
9.9K
$956K
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-131- 0.27% |
$11.4K - $14.5K
|
49K
$4.73M
|
|
|
Apr 08, 2022
Q1 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-131Closed |
$11.4K - $14.5K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-134- 67.0% |
$11.7K - $14.8K
|
66
$6.37K
|
|
|
May 13, 2022
Q1 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-142- 2.82% |
$12.4K - $15.7K
|
4.9K
$473K
|
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-145Closed |
$12.7K - $16K
|
0
$0
|
|
|
Aug 12, 2024
Q1 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-152- 38.19% |
$13.3K - $16.8K
|
246
$23.8K
|
|
|
Apr 28, 2022
Q1 2022
|
Financial Counselors Inc
|
SELL
|
- |
-176- 2.57% |
$15.4K - $19.5K
|
6.68K
$645K
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-200- 4.86% |
$17.5K - $22.1K
|
3.92K
$378K
|
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-200- 2.52% |
$17.5K - $22.1K
|
7.72K
$746K
|
|
|
May 13, 2022
Q1 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-202- 6.48% |
$17.6K - $22.3K
|
2.91K
$281K
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-205Closed |
$17.9K - $22.7K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-237- 6.5% |
$20.7K - $26.2K
|
3.41K
$329K
|