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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-448- 9.96% |
$37.8K - $42K
|
4.05K
$404K
|
|
|
May 04, 2023
Q1 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-472- 2.1% |
$39.8K - $44.2K
|
22K
$2.19M
|
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-499- 12.39% |
$42.1K - $46.7K
|
3.53K
$352K
|
|
|
Apr 21, 2023
Q1 2023
|
First Pacific Financial
|
SELL
|
- |
-501- 1.08% |
$42.3K - $46.9K
|
45.9K
$4.57M
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-521- 1.91% |
$44K - $48.8K
|
26.8K
$2.67M
|
|
|
May 12, 2023
Q1 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-523- 9.78% |
$44.1K - $49K
|
4.83K
$481K
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-532- 33.42% |
$44.9K - $49.8K
|
1.06K
$106K
|
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
SELL
|
- |
-533- 10.87% |
$45K - $49.9K
|
4.37K
$436K
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-535- 9.36% |
$45.1K - $50.1K
|
5.18K
$517K
|
|
|
Nov 30, 2023
Q1 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-539- 86.8% |
$45.5K - $50.5K
|
82
$8.17K
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-550- 5.02% |
$46.4K - $51.5K
|
10.4K
$1.04M
|
|
|
Apr 26, 2023
Q1 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-556- 20.23% |
$46.9K - $52.1K
|
2.19K
$218K
|
|
|
Apr 14, 2023
Q1 2023
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-637- 20.74% |
$53.7K - $59.7K
|
2.44K
$243K
|
|
|
May 01, 2023
Q1 2023
|
Wolff Financial Management LLC
|
SELL
|
- |
-672- 8.41% |
$56.7K - $63K
|
7.31K
$729K
|
|
|
Apr 10, 2023
Q1 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-672- 7.82% |
$56.7K - $63K
|
7.93K
$790K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-725- 2.57% |
$61.2K - $67.9K
|
27.5K
$2.74M
|
|
|
May 15, 2023
Q1 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-750- 89.39% |
$63.3K - $70.3K
|
89
$8.87K
|
|
|
Apr 19, 2023
Q1 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-764- 9.18% |
$64.5K - $71.6K
|
7.56K
$753K
|
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
SELL
|
- |
-783- 3.63% |
$66.1K - $73.4K
|
20.8K
$2.07M
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-788- 53.32% |
$66.5K - $73.8K
|
690
$68.8K
|
|
|
Apr 20, 2023
Q1 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-802- 2.1% |
$67.7K - $75.1K
|
37.5K
$3.73M
|
|
|
Jul 18, 2023
Q1 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-841- 25.14% |
$70.9K - $78.8K
|
2.5K
$250K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-846- 12.96% |
$71.4K - $79.3K
|
5.68K
$566K
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-897- 8.05% |
$75.7K - $84K
|
10.2K
$1.02M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-903- 55.71% |
$76.2K - $84.6K
|
718
$71.6K
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-960- 16.46% |
$81K - $89.9K
|
4.87K
$486K
|
|
|
Aug 27, 2024
Q1 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-990- 12.28% |
$83.5K - $92.7K
|
7.07K
$705K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-1.01K- 7.65% |
$85.3K - $94.7K
|
12.2K
$1.22M
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.09K- 2.13% |
$91.6K - $102K
|
49.9K
$4.97M
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.1K- 11.21% |
$93K - $103K
|
8.73K
$870K
|
|
|
Apr 28, 2023
Q1 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-1.15K- 22.51% |
$96.7K - $107K
|
3.95K
$393K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-1.15K- 2.22% |
$97.3K - $108K
|
50.8K
$5.07M
|
|
|
May 15, 2023
Q1 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-1.17K- 0.63% |
$98.3K - $109K
|
185K
$18.4M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.17K- 12.53% |
$99K - $110K
|
8.19K
$817K
|
|
|
Apr 10, 2023
Q1 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.21K- 8.38% |
$102K - $114K
|
13.3K
$1.32M
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.25K- 12.3% |
$106K - $117K
|
8.92K
$889K
|
|
|
May 10, 2023
Q1 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-1.41K- 2.91% |
$119K - $132K
|
46.9K
$4.68M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.59K- 2.87% |
$134K - $149K
|
53.9K
$5.37M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.85K- 5.63% |
$156K - $173K
|
31K
$3.09M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-1.88K- 83.57% |
$159K - $176K
|
370
$36.9K
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1.9K- 12.72% |
$160K - $178K
|
13K
$1.3M
|
|
|
May 08, 2023
Q1 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-1.97K- 11.41% |
$166K - $184K
|
15.3K
$1.52M
|
|
|
May 11, 2023
Q1 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-2.01K- 37.85% |
$170K - $188K
|
3.3K
$329K
|
|
|
May 11, 2023
Q1 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-2.02K- 16.58% |
$170K - $189K
|
10.2K
$1.01M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.02K- 35.57% |
$170K - $189K
|
3.66K
$365K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.05K- 8.0% |
$173K - $192K
|
23.6K
$2.35M
|
|
|
May 15, 2023
Q1 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-2.2K- 3.61% |
$186K - $206K
|
58.7K
$5.86M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.26K- 42.77% |
$190K - $211K
|
3.02K
$301K
|
|
|
May 12, 2023
Q1 2023
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-2.32K- 78.38% |
$195K - $217K
|
639
$63.7K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.34K- 22.17% |
$197K - $219K
|
8.2K
$817K
|