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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-11K- 45.4% |
$929K - $1.03M
|
13.2K
$1.31M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-11.1K- 6.93% |
$937K - $1.04M
|
149K
$14.8M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-11.4K- 51.73% |
$963K - $1.07M
|
10.7K
$1.05M
|
|
|
Apr 18, 2023
Q1 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-11.5K- 28.41% |
$974K - $1.08M
|
29.1K
$2.88M
|
|
|
May 11, 2023
Q1 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-11.6K- 44.8% |
$977K - $1.08M
|
14.3K
$1.41M
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-12.6K- 23.87% |
$1.06M - $1.18M
|
40.1K
$3.97M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-13.2K- 99.9% |
$1.11M - $1.24M
|
13
$1.28K
|
|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-13.2K- 4.68% |
$1.12M - $1.24M
|
269K
$26.6M
|
|
|
Apr 10, 2023
Q1 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-14.9K- 25.77% |
$1.26M - $1.4M
|
43K
$4.25M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-15.4K- 40.49% |
$1.3M - $1.44M
|
22.6K
$2.24M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-15.7K- 5.49% |
$1.32M - $1.47M
|
270K
$26.7M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-16K- 1.26% |
$1.35M - $1.5M
|
1.26M
$124M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-17.9K- 21.32% |
$1.51M - $1.68M
|
66K
$6.52M
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-18.9K- 61.08% |
$1.6M - $1.77M
|
12.1K
$1.19M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-19.2K- 9.62% |
$1.62M - $1.8M
|
180K
$17.8M
|
|
|
May 15, 2023
Q1 2023
|
Washington Trust Bank
|
SELL
|
- |
-19.4K- 80.21% |
$1.63M - $1.82M
|
4.78K
$473K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-19.5K- 1.31% |
$1.65M - $1.83M
|
1.48M
$146M
|
|
|
Apr 20, 2023
Q1 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-21K- 17.58% |
$1.77M - $1.96M
|
98.2K
$9.71M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-21.9K- 97.68% |
$1.85M - $2.05M
|
521
$51.5K
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-22.8K- 84.32% |
$1.92M - $2.14M
|
4.24K
$419K
|
|
|
Apr 21, 2023
Q1 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-23.9K- 37.88% |
$2.02M - $2.24M
|
39.2K
$3.88M
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-24.6K- 85.99% |
$2.08M - $2.31M
|
4.01K
$397K
|
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
SELL
|
- |
-25.7K- 8.77% |
$2.16M - $2.4M
|
267K
$26.4M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-26K- 5.94% |
$2.19M - $2.43M
|
411K
$40.7M
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-28K- 73.24% |
$2.36M - $2.62M
|
10.2K
$1.01M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-30.6K- 32.22% |
$2.58M - $2.86M
|
64.3K
$6.36M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-31.3K- 11.64% |
$2.64M - $2.93M
|
237K
$23.5M
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-36.5K- 24.07% |
$3.08M - $3.42M
|
115K
$11.4M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-38.5K- 16.45% |
$3.25M - $3.6M
|
195K
$19.3M
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-38.5K- 32.14% |
$3.25M - $3.61M
|
81.4K
$8.04M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-46.2K- 7.71% |
$3.9M - $4.33M
|
553K
$54.6M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-48.2K- 11.52% |
$4.07M - $4.52M
|
371K
$36.6M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-50.4K- 14.63% |
$4.26M - $4.73M
|
294K
$29.1M
|
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-51K- 47.73% |
$4.3M - $4.78M
|
55.8K
$5.52M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-55.1K- 13.5% |
$4.65M - $5.16M
|
353K
$34.9M
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-59.5K- 14.56% |
$5.02M - $5.57M
|
349K
$34.5M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-60.1K- 66.37% |
$5.07M - $5.63M
|
30.5K
$3.01M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-74.7K- 69.33% |
$6.3M - $7M
|
33.1K
$3.27M
|
|
|
Apr 27, 2023
Q1 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-83.5K- 91.14% |
$7.04M - $7.82M
|
8.12K
$802K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-84.4K- 92.28% |
$7.12M - $7.91M
|
7.06K
$698K
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-85.4K- 43.98% |
$7.21M - $8M
|
109K
$10.8M
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-101K- 1.21% |
$8.49M - $9.43M
|
8.23M
$814M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-118K- 30.55% |
$9.93M - $11M
|
268K
$26.5M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-139K- 39.75% |
$11.7M - $13M
|
211K
$20.9M
|
|
|
May 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-153K- 91.64% |
$12.9M - $14.3M
|
13.9K
$1.38M
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-200K- 41.27% |
$16.9M - $18.7M
|
285K
$28.1M
|
|
|
May 02, 2023
Q1 2023
|
Prw Wealth Management LLC
|
SELL
|
- |
-205K- 64.11% |
$17.3M - $19.2M
|
115K
$11.3M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-226K- 55.94% |
$19.1M - $21.2M
|
178K
$17.6M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-291K- 55.96% |
$24.6M - $27.3M
|
229K
$22.7M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-709K- 97.5% |
$59.8M - $66.4M
|
18.2K
$1.8M
|