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
May 09, 2023 Q1 2023
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
568
+ 1.86%
$47.9K - $53.2K
31.2K $3.08M
May 05, 2023 Q1 2023
3 D/L Capital Management, LLC

BUY
 -
556
+ 12.64%
$46.9K - $52.1K
4.96K $490K
Apr 12, 2023 Q1 2023
Collective Family Office LLC

BUY
 -
555
+ 6.53%
$46.8K - $52K
9.06K $895K
May 15, 2023 Q1 2023
Fortis Capital Advisors, LLC

Reno, NV
BUY
 -
483
+ 20.72%
$40.7K - $45.2K
2.81K $278K
Apr 24, 2023 Q1 2023
Sequoia Financial Advisors, LLC

BUY
 -
445
+ 7.37%
$37.5K - $41.7K
6.48K $640K
May 08, 2023 Q1 2023
Tempus Wealth Planning, LLC

BUY
 -
435
+ 5.62%
$36.7K - $40.8K
8.18K $808K
Apr 21, 2023 Q1 2023
Kowal Investment Group, LLC

Waukesha, WI
BUY
 -
425
+ 13.02%
$35.9K - $39.8K
3.69K $365K
Apr 11, 2023 Q1 2023
Obsidian Personal Planning Solutions LLC

BUY
 -
405
+ 1.08%
$34.2K - $37.9K
38K $3.76M
Apr 18, 2023 Q1 2023
Hm Payson & CO

Portland, ME
BUY
 -
400
New
$33.7K - $37.5K
400 $39.5K
May 10, 2023 Q1 2023
Huntington National Bank

Columbus, OH
BUY
 -
398
+ 1.25%
$33.6K - $37.3K
32.1K $3.17M
May 12, 2023 Q1 2023
Veritable, L.P.

Newtown Square, PA
BUY
 -
332
+ 6.99%
$28K - $31.1K
5.08K $502K
Apr 19, 2023 Q1 2023
Bridgeworth, LLC

Birmingham, AL
BUY
 -
318
+ 10.05%
$26.8K - $29.8K
3.48K $344K
May 09, 2023 Q1 2023
Ruedi Wealth Management, Inc.

Champaign, IL
BUY
 -
312
New
$26.3K - $29.2K
312 $30.8K
May 12, 2023 Q1 2023
Cambridge Trust CO

Boston, MA
BUY
 -
300
New
$25.3K - $28.1K
300 $29.7K
Apr 20, 2023 Q1 2023
Stone Point Wealth LLC

BUY
 -
261
+ 4.91%
$22K - $24.5K
5.58K $552K
Jan 09, 2024 Q1 2023
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
254
+ 10.8%
$21.4K - $23.8K
2.61K $258K
Apr 20, 2023 Q1 2023
Provident Wealth Management, LLC

BUY
 -
253
+ 2.03%
$21.3K - $23.7K
12.7K $1.26M
May 05, 2023 Q1 2023
Wambolt & Associates, LLC

BUY
 -
244
+ 1.8%
$20.6K - $22.9K
13.8K $1.37M
May 09, 2023 Q1 2023
Addison Advisors LLC

BUY
 -
243
+ 14.29%
$20.5K - $22.8K
1.94K $192K
May 12, 2023 Q1 2023
Pointe Capital Management LLC

BUY
 -
233
New
$19.7K - $21.8K
233 $23K
May 15, 2023 Q1 2023
Pinnacle Family Advisors, LLC

Springfield, MO
BUY
 -
228
+ 5.31%
$19.2K - $21.4K
4.52K $447K
Apr 14, 2023 Q1 2023
Total Wealth Planning, LLC

BUY
 -
221
+ 1.38%
$18.6K - $20.7K
16.3K $1.61M
Apr 12, 2023 Q1 2023
Private Trust CO Na

BUY
 -
220
+ 2.37%
$18.6K - $20.6K
9.52K $941K
Apr 10, 2023 Q1 2023
Mkt Advisors LLC

Escondido, CA
BUY
 -
208
+ 8.01%
$17.5K - $19.5K
2.8K $277K
May 03, 2023 Q1 2023
North Rock Partners, LLC

BUY
 -
200
+ 0.98%
$16.9K - $18.7K
20.7K $2.05M
May 15, 2023 Q1 2023
Chilton Capital Management LLC

Houston, TX
BUY
 -
186
New
$15.7K - $17.4K
186 $18.4K
May 15, 2023 Q1 2023
Cornerstone Wealth Management, LLC

BUY
 -
180
+ 3.58%
$15.2K - $16.9K
5.21K $515K
Apr 14, 2023 Q1 2023
Pinnacle Bancorp, Inc.

BUY
 -
173
+ 24.37%
$14.6K - $16.2K
883 $87.3K
May 01, 2023 Q1 2023
Headlands Technologies LLC

Chicago, IL
BUY
 -
171
New
$14.4K - $16K
171 $16.9K
May 09, 2023 Q1 2023
Apcm Wealth Management For Individuals

BUY
 -
145
New
$12.2K - $13.6K
145 $14.3K
May 11, 2023 Q1 2023
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
132
New
$11.1K - $12.4K
132 $13K
Apr 24, 2023 Q1 2023
Montecito Bank & Trust

BUY
 -
124
+ 2.85%
$10.5K - $11.6K
4.48K $442K
Apr 26, 2023 Q1 2023
Benedetti & Gucer, Inc.

BUY
 -
120
+ 1.0%
$10.1K - $11.2K
12.1K $1.2M
Apr 11, 2023 Q1 2023
Harbor Group, Inc.

BUY
 -
120
+ 1.03%
$10.1K - $11.2K
11.8K $1.17M
Apr 20, 2023 Q1 2023
Tompkins Financial Corp

BUY
 -
110
New
$9.28K - $10.3K
110 $10.9K
May 11, 2023 Q1 2023
Journey Strategic Wealth LLC

Summit, NJ
BUY
 -
106
+ 0.29%
$8.94K - $9.93K
36.1K $3.57M
May 10, 2023 Q1 2023
Mach 1 Financial Group, LLC

Bentonville, AR
BUY
 -
103
New
$8.69K - $9.65K
103 $10.2K
May 03, 2023 Q1 2023
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
91
New
$7.68K - $8.52K
91 $8.99K
Apr 22, 2024 Q1 2023
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
90
+ 1.38%
$7.59K - $8.43K
6.61K $653K
Apr 21, 2023 Q1 2023
Harbor Investment Advisory, LLC

BUY
 -
86
+ 34.13%
$7.25K - $8.06K
338 $33.4K
May 12, 2023 Q1 2023
Foster Dykema Cabot & CO Inc

BUY
 -
84
New
$7.09K - $7.87K
84 $8.3K
Apr 17, 2023 Q1 2023
Valeo Financial Advisors, LLC

BUY
 -
83
+ 0.68%
$7K - $7.78K
12.4K $1.22M
May 10, 2023 Q1 2023
Mai Capital Management

BUY
 -
74
+ 2.25%
$6.24K - $6.93K
3.36K $332K
Dec 12, 2023 Q1 2023
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
69
+ 1.05%
$5.82K - $6.46K
6.64K $656K
May 15, 2023 Q1 2023
Advisor Partners Ii, LLC

Walnut Creek, CA
BUY
 -
66
+ 2.28%
$5.57K - $6.18K
2.96K $292K
May 12, 2023 Q1 2023
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
61
New
$5.15K - $5.71K
61 $6.03K
May 12, 2023 Q1 2023
Cibc World Market Inc.

Toronto, A6
BUY
 -
60
+ 1.49%
$5.06K - $5.62K
4.1K $405K
Apr 18, 2023 Q1 2023
Horan Securities, Inc.

BUY
 -
55
+ 1.04%
$4.64K - $5.15K
5.33K $527K
May 12, 2023 Q1 2023
Vital Stone Financial, LLC

Shavano Park, TX
BUY
 -
53
+ 883.33%
$4.47K - $4.97K
59 $5.83K

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