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 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-2.4K- 41.0% |
$203K - $225K
|
3.46K
$345K
|
|
|
May 01, 2023
Q1 2023
|
Crestone Asset Management LLC
|
SELL
|
- |
-2.43K- 7.86% |
$205K - $227K
|
28.5K
$2.84M
|
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-2.77K- 11.01% |
$233K - $259K
|
22.4K
$2.23M
|
|
|
May 05, 2023
Q1 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-2.77K- 32.11% |
$233K - $259K
|
5.85K
$583K
|
|
|
Apr 20, 2023
Q1 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-2.89K- 4.18% |
$244K - $271K
|
66.1K
$6.59M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-3.19K- 0.87% |
$269K - $299K
|
364K
$36.3M
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-3.32K- 76.85% |
$280K - $311K
|
1K
$99.8K
|
|
|
Apr 24, 2023
Q1 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-3.37K- 30.54% |
$284K - $316K
|
7.66K
$763K
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-3.38K- 10.09% |
$285K - $317K
|
30.2K
$3.01M
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-3.41K- 5.7% |
$287K - $319K
|
56.4K
$5.62M
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-3.44K- 10.0% |
$290K - $322K
|
31K
$3.09M
|
|
|
Apr 21, 2023
Q1 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-3.48K- 45.05% |
$294K - $326K
|
4.25K
$423K
|
|
|
May 05, 2023
Q1 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-3.5K- 22.15% |
$295K - $328K
|
12.3K
$1.23M
|
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-3.54K- 19.8% |
$299K - $332K
|
14.3K
$1.43M
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
SELL
|
- |
-3.59K- 34.67% |
$303K - $336K
|
6.76K
$674K
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-3.72K- 12.01% |
$314K - $349K
|
27.2K
$2.72M
|
|
|
May 10, 2023
Q1 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-3.79K- 3.79% |
$320K - $355K
|
96.3K
$9.6M
|
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-3.86K- 44.06% |
$325K - $361K
|
4.9K
$488K
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-4.02K- 8.77% |
$339K - $376K
|
41.8K
$4.16M
|
|
|
May 12, 2023
Q1 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-4.44K- 29.52% |
$375K - $416K
|
10.6K
$1.06M
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-4.5K- 3.38% |
$380K - $422K
|
129K
$12.8M
|
|
|
Apr 26, 2023
Q1 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-4.77K- 13.38% |
$402K - $446K
|
30.8K
$3.07M
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-4.77K- 8.59% |
$402K - $447K
|
50.8K
$5.06M
|
|
|
Jul 25, 2023
Q1 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-4.98K- 42.65% |
$420K - $467K
|
6.7K
$668K
|
|
|
Apr 19, 2023
Q1 2023
|
Covenant Partners, LLC
|
SELL
|
- |
-5.11K- 1.99% |
$431K - $478K
|
252K
$25.1M
|
|
|
Apr 25, 2023
Q1 2023
|
Adviser Investments LLC
|
SELL
|
- |
-5.18K- 3.06% |
$437K - $486K
|
164K
$16.4M
|
|
|
Apr 26, 2023
Q1 2023
|
Flc Capital Advisors
|
SELL
|
- |
-5.19K- 20.71% |
$438K - $486K
|
19.9K
$1.98M
|
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-5.19KClosed |
$438K - $487K
|
0
$0
|
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-5.45K- 31.13% |
$460K - $510K
|
12K
$1.2M
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-5.66K- 4.02% |
$478K - $531K
|
135K
$13.5M
|
|
|
Apr 18, 2023
Q1 2023
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-5.72K- 8.48% |
$482K - $536K
|
61.7K
$6.15M
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-5.83K- 98.41% |
$492K - $547K
|
94
$9.37K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-5.86K- 70.34% |
$494K - $549K
|
2.47K
$246K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.92K- 1.51% |
$500K - $555K
|
385K
$38.4M
|
|
|
Apr 24, 2023
Q1 2023
|
Rockland Trust CO
|
SELL
|
- |
-6.02K- 40.58% |
$508K - $564K
|
8.82K
$879K
|
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-6.09K- 66.2% |
$514K - $571K
|
3.11K
$310K
|
|
|
May 01, 2023
Q1 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-6.28K- 61.53% |
$530K - $588K
|
3.92K
$391K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
SELL
|
- |
-6.31K- 5.95% |
$533K - $591K
|
99.7K
$9.94M
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-6.89K- 7.58% |
$581K - $645K
|
84K
$8.37M
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-6.89K- 1.76% |
$582K - $646K
|
384K
$38.3M
|
|
|
Apr 19, 2023
Q1 2023
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-6.9K- 54.8% |
$582K - $647K
|
5.69K
$567K
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-7.31K- 0.66% |
$617K - $685K
|
1.09M
$109M
|
|
|
May 15, 2023
Q1 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-7.78K- 22.05% |
$656K - $729K
|
27.5K
$2.74M
|
|
|
Apr 25, 2023
Q1 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-8.14K- 71.79% |
$687K - $763K
|
3.2K
$319K
|
|
|
May 04, 2023
Q1 2023
|
Ma Private Wealth
|
SELL
|
- |
-8.55K- 22.08% |
$721K - $801K
|
30.2K
$3.01M
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-8.64K- 82.36% |
$729K - $809K
|
1.85K
$184K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-9.13K- 11.78% |
$770K - $855K
|
68.4K
$6.82M
|
|
|
May 01, 2023
Q1 2023
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-9.58K- 8.54% |
$808K - $897K
|
103K
$10.2M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-9.95K- 25.31% |
$839K - $932K
|
29.4K
$2.93M
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-10.2K- 16.35% |
$861K - $956K
|
52.2K
$5.21M
|