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 |
|---|---|---|---|---|---|---|---|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
2.74K+ 65.18% |
$231K - $257K
|
6.95K
$693K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.71K+ 12.08% |
$229K - $254K
|
25.2K
$2.51M
|
|
|
May 02, 2023
Q1 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
2.67K+ 2.68% |
$225K - $250K
|
102K
$10.2M
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.57KNew |
$217K - $241K
|
2.57K
$256K
|
|
|
Apr 19, 2023
Q1 2023
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
2.57K+ 50.73% |
$217K - $240K
|
7.63K
$760K
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.56K+ 41.69% |
$216K - $240K
|
8.7K
$867K
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.56KNew |
$216K - $239K
|
2.56K
$255K
|
|
|
Apr 14, 2023
Q1 2023
|
Beacon Financial Group
|
BUY
|
- |
2.54K+ 69.3% |
$214K - $238K
|
6.21K
$619K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.54K+ 30.24% |
$214K - $238K
|
10.9K
$1.09M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
2.52K+ 3.04% |
$213K - $236K
|
85.6K
$8.53M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
2.52K+ 1.95% |
$213K - $236K
|
132K
$13.1M
|
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
2.52KNew |
$212K - $236K
|
2.52K
$251K
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.51K+ 43.73% |
$211K - $235K
|
8.24K
$821K
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
2.45K+ 27.47% |
$207K - $230K
|
11.4K
$1.14M
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
2.45K+ 27.47% |
$207K - $230K
|
11.4K
$1.14M
|
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
BUY
|
- |
2.44K+ 14.17% |
$206K - $229K
|
19.7K
$1.96M
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.36KNew |
$199K - $221K
|
2.36K
$236K
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
2.36KNew |
$199K - $221K
|
2.36K
$235K
|
|
|
May 09, 2023
Q1 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
2.32K+ 11.65% |
$196K - $217K
|
22.2K
$2.21M
|
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
2.32K+ 59.45% |
$195K - $217K
|
6.21K
$619K
|
|
|
Jan 24, 2024
Q1 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
2.29KNew |
$194K - $215K
|
2.29K
$229K
|
|
|
Apr 24, 2023
Q1 2023
|
Diversified, LLC
|
BUY
|
- |
2.29K+ 41.89% |
$193K - $214K
|
7.75K
$772K
|
|
|
Apr 13, 2023
Q1 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
2.27KNew |
$192K - $213K
|
2.27K
$227K
|
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
2.27KNew |
$191K - $212K
|
2.27K
$226K
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.26K+ 62.29% |
$191K - $212K
|
5.9K
$588K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.26K+ 13.16% |
$191K - $212K
|
19.4K
$1.94M
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
2.25K+ 47.62% |
$190K - $211K
|
6.98K
$695K
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2.24KNew |
$189K - $210K
|
2.24K
$224K
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.23KNew |
$188K - $209K
|
2.23K
$222K
|
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.23K+ 38.71% |
$188K - $209K
|
7.98K
$795K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.21KNew |
$186K - $207K
|
2.21K
$220K
|
|
|
May 04, 2023
Q1 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
2.21K+ 5.27% |
$186K - $207K
|
44K
$4.39M
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
2.2KNew |
$185K - $206K
|
2.2K
$219K
|
|
|
May 15, 2023
Q1 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
2.17K+ 51.78% |
$183K - $203K
|
6.36K
$634K
|
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
BUY
|
- |
2.14KNew |
$181K - $200K
|
2.14K
$213K
|
|
|
May 12, 2023
Q1 2023
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
2.14KNew |
$180K - $200K
|
2.14K
$213K
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.88K+ 3.32% |
$159K - $176K
|
58.6K
$5.84M
|
|
|
Apr 18, 2023
Q1 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
1.87K+ 0.89% |
$158K - $175K
|
211K
$21M
|
|
|
May 11, 2023
Q1 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
1.86K+ 5.33% |
$157K - $174K
|
36.7K
$3.65M
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.85K+ 19.78% |
$156K - $173K
|
11.2K
$1.12M
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.84KNew |
$155K - $173K
|
1.84K
$184K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.84K+ 4.99% |
$155K - $172K
|
38.6K
$3.85M
|
|
|
May 03, 2023
Q1 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
1.76K+ 5.25% |
$148K - $164K
|
35.2K
$3.51M
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.63K+ 3.49% |
$137K - $153K
|
48.3K
$4.81M
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.63K+ 32.42% |
$137K - $152K
|
6.64K
$662K
|
|
|
May 09, 2023
Q1 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1.59KNew |
$134K - $149K
|
1.59K
$159K
|
|
|
May 26, 2023
Q1 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.54K+ 25.44% |
$130K - $144K
|
7.6K
$757K
|
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.54K+ 42.92% |
$130K - $144K
|
5.12K
$510K
|
|
|
Apr 24, 2023
Q1 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
1.53K+ 47.48% |
$129K - $143K
|
4.75K
$473K
|
|
|
May 12, 2023
Q1 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1.51K+ 1.26% |
$127K - $141K
|
121K
$12M
|