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 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
5.77K+ 6141.49% |
$487K - $541K
|
5.87K
$580K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
5.53K+ 42.24% |
$467K - $518K
|
18.6K
$1.84M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.43K+ 28.38% |
$458K - $509K
|
24.6K
$2.43M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5.34K+ 30.27% |
$451K - $500K
|
23K
$2.27M
|
|
|
May 15, 2023
Q1 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
5.14K+ 20.78% |
$434K - $482K
|
29.9K
$2.95M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
5.07K+ 24.49% |
$427K - $475K
|
25.8K
$2.55M
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
5.02KNew |
$424K - $470K
|
5.02K
$496K
|
|
|
Apr 28, 2023
Q1 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
4.92KNew |
$415K - $461K
|
4.92K
$486K
|
|
|
May 12, 2023
Q1 2023
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
4.89KNew |
$413K - $458K
|
4.89K
$484K
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
4.84K+ 25.59% |
$408K - $454K
|
23.8K
$2.35M
|
|
|
May 16, 2023
Q1 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
4.77K+ 43.89% |
$402K - $447K
|
15.6K
$1.55M
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
BUY
|
- |
4.59K+ 24.11% |
$387K - $430K
|
23.6K
$2.33M
|
|
|
May 12, 2023
Q1 2023
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
4.57KNew |
$386K - $428K
|
4.57K
$452K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
4.47K+ 70.45% |
$377K - $418K
|
10.8K
$1.07M
|
|
|
May 11, 2023
Q1 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
4.37K+ 77.46% |
$368K - $409K
|
10K
$989K
|
|
|
May 09, 2023
Q1 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
4.3K+ 47.64% |
$362K - $403K
|
13.3K
$1.32M
|
|
|
May 12, 2023
Q1 2023
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
4.27K+ 6.76% |
$360K - $400K
|
67.4K
$6.66M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
4.23K+ 22.36% |
$357K - $396K
|
23.1K
$2.29M
|
|
|
Apr 19, 2023
Q1 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
4.15KNew |
$350K - $389K
|
4.15K
$411K
|
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
4.14K+ 42.35% |
$350K - $388K
|
13.9K
$1.38M
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.01KNew |
$338K - $375K
|
4.01K
$396K
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.96K+ 25.96% |
$334K - $371K
|
19.2K
$1.9M
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
3.82K+ 41.0% |
$323K - $358K
|
13.1K
$1.3M
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.74K+ 27.27% |
$315K - $350K
|
17.4K
$1.72M
|
|
|
May 11, 2023
Q1 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
3.73KNew |
$314K - $349K
|
3.73K
$368K
|
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
BUY
|
- |
3.72K+ 36.5% |
$314K - $349K
|
13.9K
$1.38M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.7K+ 14.97% |
$312K - $347K
|
28.4K
$2.81M
|
|
|
May 10, 2023
Q1 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
3.64K+ 111.26% |
$307K - $341K
|
6.9K
$682K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.62K+ 57.29% |
$305K - $339K
|
9.93K
$982K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
3.59KNew |
$303K - $336K
|
3.59K
$355K
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.58K+ 3.87% |
$302K - $336K
|
96.2K
$9.51M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.58K+ 3.87% |
$302K - $336K
|
96.2K
$9.51M
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
BUY
|
- |
3.54KNew |
$299K - $332K
|
3.54K
$350K
|
|
|
Apr 26, 2023
Q1 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
3.47K+ 22.83% |
$292K - $325K
|
18.6K
$1.84M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
3.4K+ 0.26% |
$286K - $318K
|
1.33M
$131M
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
BUY
|
- |
3.37K+ 129.73% |
$285K - $316K
|
5.97K
$590K
|
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
3.35K+ 31.99% |
$283K - $314K
|
13.8K
$1.37M
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
3.35K+ 11.75% |
$283K - $314K
|
31.8K
$3.15M
|
|
|
Apr 24, 2023
Q1 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
3.26K+ 18.04% |
$275K - $305K
|
21.3K
$2.11M
|
|
|
May 10, 2023
Q1 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
3.26K+ 12.31% |
$275K - $305K
|
29.7K
$2.94M
|
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
3.21KNew |
$271K - $301K
|
3.21K
$318K
|
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
3.19KNew |
$269K - $299K
|
3.19K
$315K
|
|
|
Apr 20, 2023
Q1 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
3.14K+ 4.69% |
$265K - $294K
|
70K
$6.92M
|
|
|
May 12, 2023
Q1 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
3.12K+ 7.4% |
$263K - $292K
|
45.2K
$4.47M
|
|
|
May 03, 2023
Q1 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
3KNew |
$253K - $281K
|
3K
$297K
|
|
|
Apr 19, 2023
Q1 2023
|
Sol Capital Management CO
|
BUY
|
- |
2.98K+ 22.63% |
$251K - $279K
|
16.1K
$1.59M
|
|
|
May 15, 2023
Q1 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
2.94K+ 40.62% |
$248K - $276K
|
10.2K
$1.01M
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
2.87K+ 59.14% |
$242K - $269K
|
7.73K
$764K
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.83K+ 48.28% |
$239K - $265K
|
8.7K
$860K
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2.81K+ 7.52% |
$237K - $263K
|
40.2K
$3.97M
|