Purchases and Sales Made in Q1 2023 in Msci Eafe Growth ETF (EFG)

EFG Quotes by TradingView

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 24, 2023 Q1 2023
Semus Wealth Partners LLC

Boca Raton, FL
BUY
 -
1.53K
+ 47.48%
$129K - $143K
4.75K $497K
May 12, 2023 Q1 2023
Fountainhead Am, LLC

Warren, NJ
BUY
 -
1.51K
+ 1.26%
$127K - $141K
121K $12.7M
Apr 24, 2023 Q1 2023
Berger Financial Group, Inc

Plymouth, MN
BUY
 -
1.5K
+ 7.61%
$127K - $141K
21.3K $2.23M
Apr 25, 2023 Q1 2023
D.A. Davidson & Co.

BUY
 -
1.49K
+ 5.24%
$126K - $140K
30K $3.14M
Feb 13, 2025 Q1 2023
Msh Capital Advisors LLC

Scottsdale, AZ
BUY
 -
1.46K
+ 48.17%
$123K - $137K
4.49K $470K
Apr 25, 2023 Q1 2023
James Investment Research Inc

BUY
 -
1.44K
+ 27.76%
$121K - $135K
6.61K $692K
May 08, 2023 Q1 2023
Curtis Advisory Group, LLC

Santa Barbara, CA
BUY
 -
1.4K
+ 23.99%
$118K - $131K
7.23K $757K
May 17, 2023 Q1 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
1.36K
New
$115K - $127K
1.36K $142K
Apr 24, 2023 Q1 2023
Fifth Third Bancorp

BUY
 -
1.35K
+ 76.54%
$114K - $127K
3.12K $326K
May 01, 2023 Q1 2023
Ieq Capital, LLC

BUY
 -
1.28K
+ 5.97%
$108K - $119K
22.6K $2.37M
May 01, 2023 Q1 2023
Valmark Advisers, Inc.

BUY
 -
1.27K
+ 3.44%
$107K - $119K
38K $3.98M
May 08, 2023 Q1 2023
Brighton Jones LLC

BUY
 -
1.26K
+ 2.28%
$107K - $118K
56.7K $5.94M
May 01, 2023 Q1 2023
Wsfs Capital Management, LLC

Philadelphia, PA
BUY
 -
1.25K
+ 18.35%
$105K - $117K
8.06K $844K
Apr 06, 2023 Q1 2023
Veracity Capital LLC

BUY
 -
1.25K
+ 25.01%
$105K - $117K
6.23K $653K
May 15, 2023 Q1 2023
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
1.21K
+ 50.75%
$102K - $114K
3.6K $377K
May 04, 2023 Q1 2023
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
1.19K
+ 46.68%
$101K - $112K
3.75K $393K
Apr 07, 2023 Q1 2023
Omega Financial Group, LLC

BUY
 -
1.15K
+ 2.81%
$96.8K - $107K
41.9K $4.39M
May 01, 2023 Q1 2023
Jnba Financial Advisors

BUY
 -
1.08K
+ 3.14%
$91.1K - $101K
35.4K $3.71M
Apr 14, 2023 Q1 2023
Shore Haven Wealth Partners, LLC

BUY
 -
1.06K
+ 2.85%
$89.7K - $99.6K
38.3K $4.01M
May 03, 2023 Q1 2023
Kistler Tiffany Companies, LLC

Berwyn, PA
BUY
 -
1.05K
+ 6.52%
$88.6K - $98.4K
17.2K $1.8M
May 04, 2023 Q1 2023
Lmcg Investments, LLC

Boston, MA
BUY
 -
1.04K
+ 20.74%
$87.8K - $97.5K
6.06K $634K
May 12, 2023 Q1 2023
Svb Wealth LLC

Boston, MA
BUY
 -
1.04K
+ 25.23%
$87.4K - $97.1K
5.14K $538K
May 16, 2023 Q1 2023
Milestone Investment Advisors LLC

Middleton, WI
BUY
 -
1.01K
+ 9.76%
$85.5K - $94.9K
11.4K $1.19M
May 15, 2023 Q1 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
1.01K
+ 3.15%
$85.3K - $94.7K
33.2K $3.47M
May 12, 2023 Q1 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
1.01K
+ 31.31%
$85.3K - $94.7K
4.24K $444K
Dec 13, 2023 Q1 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
1.01K
+ 31.31%
$85.3K - $94.7K
4.24K $444K
May 02, 2023 Q1 2023
Nbt Bank N A

BUY
 -
1K
+ 0.42%
$84.5K - $93.9K
239K $25M
Apr 21, 2023 Q1 2023
Axiom Advisory, LLC

San Diego, CA
BUY
 -
937
+ 1.29%
$79K - $87.8K
73.5K $7.69M
May 15, 2023 Q1 2023
Scs Capital Management LLC

Boston, MA
BUY
 -
887
+ 11.85%
$74.8K - $83.1K
8.37K $876K
Apr 21, 2023 Q1 2023
Successful Portfolios LLC

BUY
 -
877
+ 9.66%
$74K - $82.2K
9.95K $1.04M
May 12, 2023 Q1 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
876
+ 236.76%
$73.9K - $82.1K
1.25K $130K
May 03, 2023 Q1 2023
J.W. Cole Advisors, Inc.

BUY
 -
871
+ 3.74%
$73.5K - $81.6K
24.2K $2.53M
Apr 13, 2023 Q1 2023
Luts & Greenleigh Group, Inc

Bethesda, MD
BUY
 -
856
+ 12.54%
$72.2K - $80.2K
7.68K $804K
May 02, 2023 Q1 2023
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
839
New
$70.8K - $78.6K
839 $87.8K
May 12, 2023 Q1 2023
Financial Architects, Inc

Marlton, NJ
BUY
 -
796
+ 24.48%
$67.2K - $74.6K
4.05K $424K
Apr 17, 2023 Q1 2023
W.H. Cornerstone Investments Inc.

Kingston, MA
BUY
 -
796
+ 4.89%
$67.2K - $74.6K
17.1K $1.79M
May 05, 2023 Q1 2023
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
763
+ 4.54%
$64.4K - $71.5K
17.6K $1.84M
May 12, 2023 Q1 2023
First Foundation Advisors

Irvine, CA
BUY
 -
730
+ 9.5%
$61.6K - $68.4K
8.41K $881K
Apr 27, 2023 Q1 2023
Davenport & CO LLC

BUY
 -
728
+ 26.15%
$61.4K - $68.2K
3.51K $368K
Apr 26, 2023 Q1 2023
Acorn Financial Advisory Services Inc

BUY
 -
727
+ 17.38%
$61.3K - $68.1K
4.91K $514K
Apr 24, 2023 Q1 2023
Dominguez Wealth Management Solutions, Inc.

Williamsburg, VA
BUY
 -
724
+ 2.75%
$61.1K - $67.8K
27.1K $2.84M
May 08, 2023 Q1 2023
Wrapmanager Inc

BUY
 -
724
+ 12.81%
$61.1K - $67.8K
6.37K $667K
May 10, 2023 Q1 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
714
+ 112.62%
$60.2K - $66.9K
1.35K $141K
Apr 17, 2023 Q1 2023
B.O.S.S. Retirement Advisors, LLC

Lehi, UT
BUY
 -
710
+ 3.93%
$59.9K - $66.5K
18.8K $1.97M
May 09, 2023 Q1 2023
Associated Banc Corp

Green Bay, WI
BUY
 -
701
+ 10.17%
$59.1K - $65.7K
7.6K $795K
Apr 27, 2023 Q1 2023
Latitude Advisors, LLC

BUY
 -
694
+ 14.78%
$58.5K - $65K
5.39K $564K
May 22, 2023 Q1 2023
American Trust

Lexington, KY
BUY
 -
687
+ 13.75%
$58K - $64.4K
5.68K $595K
May 04, 2023 Q1 2023
Cook Wealth Management Group LLC

Raleigh, NC
BUY
 -
676
+ 10.82%
$57K - $63.3K
6.92K $724K
May 12, 2023 Q1 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
642
+ 68.88%
$54.2K - $60.1K
1.57K $165K

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