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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2023
Q1 2023
|
Lantz Financial LLC
|
BUY
|
- |
11.4K+ 48.5% |
$959K - $1.06M
|
34.8K
$3.44M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
11.3K+ 10.56% |
$957K - $1.06M
|
119K
$11.7M
|
|
|
May 15, 2023
Q1 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
11.2K+ 39.97% |
$948K - $1.05M
|
39.3K
$3.89M
|
|
|
Apr 26, 2023
Q1 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
11.1K+ 140.03% |
$934K - $1.04M
|
19K
$1.88M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11K+ 26.98% |
$932K - $1.03M
|
52K
$5.14M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
11K+ 14.88% |
$930K - $1.03M
|
85.2K
$8.42M
|
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
10.7KNew |
$903K - $1M
|
10.7K
$1.06M
|
|
|
May 12, 2023
Q1 2023
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
10.5K+ 18.1% |
$889K - $987K
|
68.8K
$6.8M
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
10.5KNew |
$886K - $984K
|
10.5K
$1.04M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
10.3K+ 91.16% |
$865K - $961K
|
21.5K
$2.13M
|
|
|
May 05, 2023
Q1 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
10.2K+ 29.56% |
$859K - $954K
|
44.6K
$4.41M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
10.1K+ 43.29% |
$848K - $942K
|
33.3K
$3.29M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
9.98K+ 122.11% |
$842K - $935K
|
18.1K
$1.79M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
9.89K+ 26.92% |
$834K - $927K
|
46.6K
$4.61M
|
|
|
Apr 27, 2023
Q1 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
9.83K+ 100.98% |
$829K - $921K
|
19.6K
$1.93M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.74K+ 7.34% |
$821K - $912K
|
142K
$14.1M
|
|
|
May 15, 2023
Q1 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
9.51K+ 22.27% |
$802K - $891K
|
52.2K
$5.16M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
9.28K+ 40.26% |
$783K - $870K
|
32.3K
$3.2M
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
8.99K+ 31.99% |
$759K - $842K
|
37.1K
$3.67M
|
|
|
Apr 11, 2023
Q1 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
8.9K+ 27.35% |
$751K - $833K
|
41.4K
$4.09M
|
|
|
Apr 12, 2023
Q1 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
8.89KNew |
$750K - $833K
|
8.89K
$879K
|
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
8.54K+ 225.75% |
$720K - $800K
|
12.3K
$1.22M
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
8.35K+ 2.45% |
$704K - $782K
|
349K
$34.5M
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
7.86K+ 28.9% |
$663K - $736K
|
35.1K
$3.47M
|
|
|
Apr 19, 2023
Q1 2023
|
Dentgroup LLC
|
BUY
|
- |
7.82K+ 162.33% |
$660K - $732K
|
12.6K
$1.25M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
7.68K+ 3.09% |
$648K - $719K
|
256K
$25.3M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7.66K+ 22.99% |
$646K - $717K
|
41K
$4.05M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
7.62K+ 45.79% |
$643K - $714K
|
24.3K
$2.4M
|
|
|
May 15, 2023
Q1 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
7.49K+ 68.81% |
$632K - $701K
|
18.4K
$1.82M
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
7.46K+ 6.22% |
$629K - $699K
|
127K
$12.6M
|
|
|
Apr 26, 2023
Q1 2023
|
Rhs Financial, LLC
|
BUY
|
- |
7.28K+ 204.93% |
$614K - $682K
|
10.8K
$1.07M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
7.24K+ 96.26% |
$610K - $678K
|
14.8K
$1.46M
|
|
|
May 11, 2023
Q1 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
7.16KNew |
$604K - $671K
|
7.16K
$708K
|
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
7.05K+ 29.6% |
$594K - $660K
|
30.8K
$3.05M
|
|
|
May 03, 2023
Q1 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
7.03K+ 47.71% |
$593K - $659K
|
21.8K
$2.15M
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
6.88K+ 58.26% |
$581K - $645K
|
18.7K
$1.85M
|
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
6.81KNew |
$574K - $638K
|
6.81K
$673K
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.79KNew |
$573K - $636K
|
6.79K
$671K
|
|
|
May 15, 2023
Q1 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
6.78K+ 7.65% |
$572K - $635K
|
95.4K
$9.43M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
6.75K+ 45.85% |
$569K - $632K
|
21.5K
$2.12M
|
|
|
May 15, 2023
Q1 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
6.69K+ 56.9% |
$564K - $627K
|
18.4K
$1.82M
|
|
|
May 09, 2023
Q1 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
6.64K+ 246.18% |
$560K - $622K
|
9.33K
$922K
|
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
6.42K+ 49.98% |
$541K - $601K
|
19.3K
$1.9M
|
|
|
May 02, 2023
Q1 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
6.14K+ 4.81% |
$518K - $575K
|
134K
$13.2M
|
|
|
May 03, 2023
Q1 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
6.11K+ 164.53% |
$516K - $573K
|
9.83K
$972K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.07K+ 68.33% |
$512K - $568K
|
14.9K
$1.48M
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
BUY
|
- |
5.92K+ 14.94% |
$500K - $555K
|
45.6K
$4.5M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
5.86K+ 34.8% |
$495K - $549K
|
22.7K
$2.24M
|
|
|
Apr 26, 2023
Q1 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
5.84K+ 46.72% |
$493K - $547K
|
18.3K
$1.81M
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
5.84K+ 39.69% |
$493K - $547K
|
20.6K
$2.03M
|