Purchases and Sales Made in Q1 2023 in Msci Eafe Growth ETF (EFG)
This table provides information about the institutional ownership of Msci Eafe Growth ETF (EFG) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2023
Q1 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-102- 3.4% |
$8.6K - $9.56K
|
2.9K
$287K
|
|
|
May 04, 2023
Q1 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-117- 2.94% |
$9.87K - $11K
|
3.87K
$382K
|
|
|
Apr 25, 2023
Q1 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-123- 5.3% |
$10.4K - $11.5K
|
2.2K
$217K
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-126- 3.35% |
$10.6K - $11.8K
|
3.64K
$360K
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-131- 18.53% |
$11.1K - $12.3K
|
576
$56.9K
|
|
|
Apr 14, 2023
Q1 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-138- 0.58% |
$11.6K - $12.9K
|
23.8K
$2.36M
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-144- 5.3% |
$12.1K - $13.5K
|
2.57K
$254K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-147- 61.76% |
$12.4K - $13.8K
|
91
$8.99K
|
|
|
May 10, 2023
Q1 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-148- 1.0% |
$12.5K - $13.9K
|
14.6K
$1.45M
|
|
|
May 04, 2023
Q1 2023
|
Hyman Charles D
|
SELL
|
- |
-150- 0.24% |
$12.7K - $14.1K
|
63.1K
$6.23M
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-156- 6.52% |
$13.2K - $14.6K
|
2.24K
$221K
|
|
|
May 10, 2023
Q1 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-157- 0.11% |
$13.2K - $14.7K
|
141K
$13.9M
|
|
|
Jun 07, 2023
Q1 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-163- 0.5% |
$13.8K - $15.3K
|
32.3K
$3.19M
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-165- 5.24% |
$13.9K - $15.5K
|
2.98K
$295K
|
|
|
May 15, 2023
Q1 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-170- 1.0% |
$14.3K - $15.9K
|
16.8K
$1.66M
|
|
|
Apr 18, 2023
Q1 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-174- 3.04% |
$14.7K - $16.3K
|
5.56K
$549K
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-176- 0.34% |
$14.8K - $16.5K
|
52K
$5.14M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-184- 3.92% |
$15.5K - $17.2K
|
4.51K
$446K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-187- 54.68% |
$15.8K - $17.5K
|
155
$15.3K
|
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-192- 1.62% |
$16.2K - $18K
|
11.7K
$1.15M
|
|
|
Aug 07, 2023
Q1 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-205- 0.47% |
$17.3K - $19.2K
|
43.7K
$4.32M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-208- 0.83% |
$17.5K - $19.5K
|
25K
$2.47M
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-211- 2.71% |
$17.8K - $19.8K
|
7.58K
$749K
|
|
|
Apr 20, 2023
Q1 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-217- 3.93% |
$18.3K - $20.3K
|
5.3K
$524K
|
|
|
Apr 25, 2023
Q1 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-218- 1.83% |
$18.4K - $20.4K
|
11.7K
$1.15M
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-219- 2.06% |
$18.5K - $20.5K
|
10.4K
$1.03M
|
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-221- 2.57% |
$18.6K - $20.7K
|
8.37K
$827K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-226- 17.04% |
$19.1K - $21.2K
|
1.1K
$109K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-232- 2.97% |
$19.6K - $21.7K
|
7.59K
$750K
|
|
|
May 04, 2023
Q1 2023
|
Hardy Reed LLC
|
SELL
|
- |
-238- 1.8% |
$20.1K - $22.3K
|
13K
$1.29M
|
|
|
May 02, 2023
Q1 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-240- 2.88% |
$20.2K - $22.5K
|
8.08K
$799K
|
|
|
May 05, 2023
Q1 2023
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-257- 1.74% |
$21.7K - $24.1K
|
14.5K
$1.43M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-260- 6.44% |
$21.9K - $24.4K
|
3.78K
$373K
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-270- 10.53% |
$22.8K - $25.3K
|
2.3K
$227K
|
|
|
Apr 18, 2023
Q1 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-280- 2.6% |
$23.6K - $26.2K
|
10.5K
$1.04M
|
|
|
Apr 27, 2023
Q1 2023
|
Leisure Capital Management
|
SELL
|
- |
-295- 5.88% |
$24.9K - $27.6K
|
4.72K
$467K
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-309- 4.51% |
$26.1K - $28.9K
|
6.55K
$647K
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-318- 3.74% |
$26.8K - $29.8K
|
8.18K
$809K
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-323- 7.84% |
$27.2K - $30.3K
|
3.8K
$375K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-323- 2.52% |
$27.2K - $30.3K
|
12.5K
$1.23M
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-334- 34.76% |
$28.2K - $31.3K
|
627
$62K
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-335- 0.36% |
$28.3K - $31.4K
|
93.6K
$9.25M
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-350- 7.6% |
$29.5K - $32.8K
|
4.26K
$421K
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-374- 3.77% |
$31.6K - $35K
|
9.56K
$945K
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-378- 4.9% |
$31.9K - $35.4K
|
7.34K
$726K
|
|
|
May 10, 2023
Q1 2023
|
Fluent Financial, LLC
|
SELL
|
- |
-378- 5.65% |
$31.9K - $35.4K
|
6.32K
$624K
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-381- 2.65% |
$32.1K - $35.7K
|
14K
$1.39M
|
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-416- 11.81% |
$35.1K - $39K
|
3.11K
$307K
|
|
|
Apr 18, 2023
Q1 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-423- 9.38% |
$35.7K - $39.6K
|
4.09K
$404K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-446- 35.51% |
$37.6K - $41.8K
|
810
$80.1K
|