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 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
25.9K+ 10.23% |
$2.18M - $2.43M
|
279K
$27.6M
|
|
|
May 12, 2023
Q1 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
25.8K+ 41.53% |
$2.17M - $2.41M
|
87.8K
$8.68M
|
|
|
Apr 11, 2023
Q1 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
25.2KNew |
$2.13M - $2.36M
|
25.2K
$2.49M
|
|
|
May 15, 2023
Q1 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
25K+ 18.08% |
$2.11M - $2.34M
|
163K
$16.1M
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
24.2KNew |
$2.05M - $2.27M
|
24.2K
$2.4M
|
|
|
May 12, 2023
Q1 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
24.2KNew |
$2.04M - $2.27M
|
24.2K
$2.4M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
24.2K+ 64.74% |
$2.04M - $2.26M
|
61.5K
$6.08M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
23.5K+ 57.45% |
$1.98M - $2.2M
|
64.3K
$6.36M
|
|
|
May 03, 2023
Q1 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
23K+ 36.26% |
$1.94M - $2.16M
|
86.5K
$8.55M
|
|
|
May 03, 2023
Q1 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
22.5K+ 48.22% |
$1.89M - $2.1M
|
69.1K
$6.83M
|
|
|
Apr 18, 2023
Q1 2023
|
Affiance Financial, LLC
|
BUY
|
- |
22K+ 134.81% |
$1.85M - $2.06M
|
38.3K
$3.78M
|
|
|
Apr 27, 2023
Q1 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
21.9K+ 33.84% |
$1.85M - $2.05M
|
86.5K
$8.55M
|
|
|
Apr 21, 2023
Q1 2023
|
Forte Asset Management LLC
|
BUY
|
- |
20.6K+ 44.19% |
$1.74M - $1.93M
|
67.1K
$6.63M
|
|
|
Apr 26, 2023
Q1 2023
|
Financial Life Advisors
|
BUY
|
- |
20.5K+ 32.98% |
$1.73M - $1.92M
|
82.6K
$8.16M
|
|
|
Apr 18, 2023
Q1 2023
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
20.3K+ 53.73% |
$1.71M - $1.9M
|
58K
$5.73M
|
|
|
Apr 19, 2023
Q1 2023
|
Gratus Capital LLC
|
BUY
|
- |
19.9K+ 25.7% |
$1.68M - $1.86M
|
97.4K
$9.63M
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
19.9KNew |
$1.68M - $1.86M
|
19.9K
$1.96M
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
19.8K+ 127.76% |
$1.67M - $1.86M
|
35.3K
$3.49M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
19.8K+ 11.44% |
$1.67M - $1.85M
|
193K
$19M
|
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
19.2KNew |
$1.62M - $1.79M
|
19.2K
$1.89M
|
|
|
Oct 02, 2024
Q1 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
19.1KNew |
$1.61M - $1.79M
|
19.1K
$1.89M
|
|
|
May 02, 2023
Q1 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
18.6K+ 45.79% |
$1.57M - $1.74M
|
59.2K
$5.85M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
18.5K+ 14.15% |
$1.56M - $1.73M
|
149K
$14.7M
|
|
|
May 02, 2023
Q1 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
18K+ 70.9% |
$1.52M - $1.69M
|
43.4K
$4.29M
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
17.8KNew |
$1.51M - $1.67M
|
17.8K
$1.76M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
17.3K+ 30.43% |
$1.46M - $1.62M
|
74.3K
$7.34M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
17.3K+ 26.64% |
$1.46M - $1.62M
|
82.1K
$8.11M
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
16.8K+ 100.01% |
$1.41M - $1.57M
|
33.5K
$3.32M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
16.6K+ 58.05% |
$1.4M - $1.55M
|
45.1K
$4.46M
|
|
|
May 02, 2023
Q1 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
15.9K+ 41.63% |
$1.34M - $1.49M
|
54K
$5.34M
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
15.9K+ 21.87% |
$1.34M - $1.49M
|
88.4K
$8.74M
|
|
|
Apr 06, 2023
Q1 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
15.2K+ 21.72% |
$1.29M - $1.43M
|
85.4K
$8.44M
|
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
14.9KNew |
$1.26M - $1.4M
|
14.9K
$1.47M
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
14.7K+ 26.92% |
$1.24M - $1.38M
|
69.4K
$6.86M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
14.5K+ 36.34% |
$1.22M - $1.36M
|
54.4K
$5.38M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
14.4K+ 1.44% |
$1.22M - $1.35M
|
1.02M
$100M
|
|
|
May 10, 2023
Q1 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
14.1KNew |
$1.19M - $1.32M
|
14.1K
$1.39M
|
|
|
May 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
14K+ 26.26% |
$1.18M - $1.31M
|
67.5K
$6.67M
|
|
|
May 10, 2023
Q1 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
14K+ 45.88% |
$1.18M - $1.31M
|
44.4K
$4.38M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
13.7K+ 3.04% |
$1.16M - $1.29M
|
466K
$46M
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
13.5K+ 108.2% |
$1.14M - $1.26M
|
25.9K
$2.56M
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
13K+ 99969.23% |
$1.1M - $1.22M
|
13K
$1.29M
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12.9K+ 50.02% |
$1.09M - $1.21M
|
38.7K
$3.83M
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
12.4KNew |
$1.05M - $1.17M
|
12.4K
$1.23M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
12.3K+ 34.29% |
$1.04M - $1.16M
|
48.3K
$4.77M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
12.3K+ 239.42% |
$1.03M - $1.15M
|
17.4K
$1.72M
|
|
|
Apr 13, 2023
Q1 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
12.1K+ 3.8% |
$1.02M - $1.14M
|
331K
$32.7M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
12.1K+ 19.7% |
$1.02M - $1.13M
|
73.3K
$7.24M
|
|
|
Apr 21, 2023
Q1 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
11.9K+ 92.59% |
$1.01M - $1.12M
|
24.9K
$2.46M
|
|
|
May 03, 2023
Q1 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
11.7K+ 22.35% |
$989K - $1.1M
|
64.2K
$6.34M
|