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 05, 2023
Q1 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
63.3K+ 223.3% |
$5.34M - $5.93M
|
91.7K
$9.06M
|
|
|
Apr 18, 2023
Q1 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
62.8K+ 44.01% |
$5.29M - $5.88M
|
205K
$20.3M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
61.8K+ 57.96% |
$5.21M - $5.79M
|
168K
$16.6M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
61.6K+ 21.77% |
$5.19M - $5.77M
|
344K
$34M
|
|
|
Apr 28, 2023
Q1 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
60.5K+ 39.86% |
$5.11M - $5.67M
|
212K
$21M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
59.4K+ 68.02% |
$5.01M - $5.56M
|
147K
$14.5M
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
56.9K+ 188.16% |
$4.8M - $5.33M
|
87.2K
$8.62M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
55K+ 34.52% |
$4.64M - $5.15M
|
214K
$21.2M
|
|
|
May 15, 2023
Q1 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
52.8K+ 87.31% |
$4.46M - $4.95M
|
113K
$11.2M
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
52.3K+ 47.99% |
$4.41M - $4.9M
|
161K
$15.9M
|
|
|
May 02, 2023
Q1 2023
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
51.8K+ 323850.0% |
$4.37M - $4.85M
|
51.8K
$5.12M
|
|
|
May 15, 2023
Q1 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
51.4KNew |
$4.33M - $4.81M
|
51.4K
$5.08M
|
|
|
Apr 28, 2023
Q1 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
50.5K+ 82.28% |
$4.26M - $4.73M
|
112K
$11.1M
|
|
|
Apr 06, 2023
Q1 2023
|
West Wealth Group, LLC
|
BUY
|
- |
49.7K+ 33.08% |
$4.19M - $4.65M
|
200K
$19.7M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
49.1K+ 71.7% |
$4.14M - $4.6M
|
118K
$11.6M
|
|
|
May 15, 2023
Q1 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
45.8K+ 82.09% |
$3.86M - $4.29M
|
102K
$10M
|
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
42K+ 144.58% |
$3.55M - $3.94M
|
71.1K
$7.03M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
41.8K+ 578.5% |
$3.52M - $3.91M
|
49K
$4.84M
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
39.3K+ 122.83% |
$3.31M - $3.68M
|
71.2K
$7.04M
|
|
|
May 12, 2023
Q1 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
38.3K+ 59.67% |
$3.23M - $3.59M
|
102K
$10.1M
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
37.9K+ 85.76% |
$3.2M - $3.55M
|
82.2K
$8.12M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
37.1K+ 43.92% |
$3.13M - $3.47M
|
121K
$12M
|
|
|
Apr 12, 2023
Q1 2023
|
One Advisory Partners, LLC
|
BUY
|
- |
36.9K+ 34.81% |
$3.11M - $3.45M
|
143K
$14.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
35.7K+ 35.1% |
$3.01M - $3.34M
|
137K
$13.6M
|
|
|
Sep 07, 2023
Q1 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
34.5K+ 89.4% |
$2.91M - $3.23M
|
73.1K
$7.22M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
34.5K+ 8.93% |
$2.91M - $3.23M
|
420K
$41.5M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
34.2K+ 0.76% |
$2.88M - $3.2M
|
4.55M
$450M
|
|
|
May 15, 2023
Q1 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
33.6K+ 87.02% |
$2.84M - $3.15M
|
72.3K
$7.15M
|
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
BUY
|
- |
33.4K+ 52.46% |
$2.82M - $3.13M
|
97K
$9.59M
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
31.9K+ 41.25% |
$2.69M - $2.99M
|
109K
$10.8M
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
31.8K+ 175.21% |
$2.69M - $2.98M
|
50K
$4.94M
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
31.7K+ 35.74% |
$2.67M - $2.97M
|
120K
$11.9M
|
|
|
May 11, 2023
Q1 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
31.4K+ 29.45% |
$2.65M - $2.94M
|
138K
$13.6M
|
|
|
Apr 20, 2023
Q1 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
31.4K+ 28.64% |
$2.65M - $2.94M
|
141K
$13.9M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
31.2K+ 106.98% |
$2.63M - $2.92M
|
60.3K
$5.96M
|
|
|
Apr 28, 2023
Q1 2023
|
Keystone Financial Services
|
BUY
|
- |
30.7K+ 24.21% |
$2.59M - $2.88M
|
158K
$15.6M
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
30.7K+ 61.2% |
$2.59M - $2.87M
|
80.8K
$7.99M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
29.9K+ 43.55% |
$2.52M - $2.8M
|
98.4K
$9.73M
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
29.5K+ 76.77% |
$2.49M - $2.76M
|
68K
$6.72M
|
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
29.1K+ 614.53% |
$2.46M - $2.73M
|
33.9K
$3.35M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
28.9K+ 432.55% |
$2.44M - $2.71M
|
35.6K
$3.52M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
28.9K+ 47.41% |
$2.44M - $2.7M
|
89.8K
$8.87M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
28.5K+ 14.25% |
$2.41M - $2.67M
|
229K
$22.6M
|
|
|
May 01, 2023
Q1 2023
|
Tnf LLC
|
BUY
|
- |
28.3K+ 23.76% |
$2.38M - $2.65M
|
147K
$14.6M
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
27.1K+ 41.25% |
$2.29M - $2.54M
|
92.8K
$9.17M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
27K+ 21.32% |
$2.27M - $2.53M
|
153K
$15.2M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
26.9K+ 20.53% |
$2.27M - $2.52M
|
158K
$15.6M
|
|
|
Apr 12, 2024
Q1 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
26.7K+ 387.82% |
$2.25M - $2.5M
|
33.6K
$3.32M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
26.2K+ 29.05% |
$2.21M - $2.45M
|
116K
$11.5M
|
|
|
Apr 06, 2023
Q1 2023
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
26.1K+ 25.65% |
$2.2M - $2.45M
|
128K
$12.6M
|