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 09, 2023
Q1 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
51+ 4.71% |
$4.3K - $4.78K
|
1.13K
$112K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
49New |
$4.13K - $4.59K
|
49
$4.84K
|
|
|
Apr 18, 2023
Q1 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
48+ 22.97% |
$4.05K - $4.5K
|
257
$25.4K
|
|
|
May 05, 2023
Q1 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
47+ 0.87% |
$3.96K - $4.4K
|
5.45K
$539K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
46New |
$3.88K - $4.31K
|
46
$4.55K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
35+ 0.87% |
$2.95K - $3.28K
|
4.04K
$399K
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
33+ 1.37% |
$2.78K - $3.09K
|
2.43K
$241K
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
32+ 3.51% |
$2.7K - $3K
|
944
$93.3K
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
32+ 0.84% |
$2.7K - $3K
|
3.82K
$378K
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
27+ 0.1% |
$2.28K - $2.53K
|
26.4K
$2.61M
|
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
27+ 0.16% |
$2.28K - $2.53K
|
16.5K
$1.63M
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
26New |
$2.19K - $2.44K
|
26
$2.57K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
22+ 0.55% |
$1.86K - $2.06K
|
4.06K
$401K
|
|
|
May 12, 2023
Q1 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
19New |
$1.6K - $1.78K
|
19
$1.88K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
16+ 1.37% |
$1.35K - $1.5K
|
1.19K
$117K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
10+ 1000.0% |
$844 - $937
|
11
$1.09K
|
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
10+ 5.46% |
$844 - $937
|
193
$19.1K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
8New |
$675 - $749
|
8
$791
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
7New |
$591 - $656
|
7
$692
|
|
|
Jun 17, 2024
Q1 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
3+ 0.06% |
$253 - $281
|
5.18K
$512K
|
|
|
May 11, 2023
Q1 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
2+ 0.05% |
$169 - $187
|
4.33K
$428K
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-4- 10.53% |
$337 - $375
|
34
$3.36K
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-4- 0.11% |
$337 - $375
|
3.64K
$360K
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-8- 0.67% |
$675 - $749
|
1.18K
$117K
|
|
|
May 09, 2023
Q1 2023
|
Integrity Financial Corp
|
SELL
|
- |
-8- 1.3% |
$675 - $749
|
606
$59.9K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-10- 90.91% |
$844 - $937
|
1
$98.8
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-11- 0.22% |
$928 - $1.03K
|
4.91K
$485K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-13- 0.15% |
$1.1K - $1.22K
|
8.54K
$844K
|
|
|
Apr 28, 2023
Q1 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-14- 13.86% |
$1.18K - $1.31K
|
87
$8.6K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-14Closed |
$1.18K - $1.31K
|
0
$0
|
|
|
Apr 13, 2023
Q1 2023
|
Bremer Bank National Association
|
SELL
|
- |
-16- 0.06% |
$1.35K - $1.5K
|
25.8K
$2.55M
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-18- 0.3% |
$1.52K - $1.69K
|
6K
$593K
|
|
|
May 05, 2023
Q1 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-21- 0.82% |
$1.77K - $1.97K
|
2.55K
$252K
|
|
|
May 08, 2023
Q1 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-22- 0.57% |
$1.86K - $2.06K
|
3.86K
$381K
|
|
|
Apr 25, 2023
Q1 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-23- 0.28% |
$1.94K - $2.15K
|
8.11K
$801K
|
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-23- 0.17% |
$1.94K - $2.15K
|
13.5K
$1.33M
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-27- 1.47% |
$2.28K - $2.53K
|
1.81K
$179K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-32- 0.16% |
$2.7K - $3K
|
20.6K
$2.03M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-37- 3.95% |
$3.12K - $3.47K
|
900
$89K
|
|
|
Apr 27, 2023
Q1 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-38- 1.12% |
$3.21K - $3.56K
|
3.35K
$332K
|
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-39- 24.07% |
$3.29K - $3.65K
|
123
$12.2K
|
|
|
May 11, 2023
Q1 2023
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-40- 0.55% |
$3.37K - $3.75K
|
7.26K
$718K
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-48- 6.32% |
$4.05K - $4.5K
|
712
$70.4K
|
|
|
May 04, 2023
Q1 2023
|
Cypress Capital Group
|
SELL
|
- |
-52- 0.52% |
$4.39K - $4.87K
|
9.86K
$975K
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-59- 49.17% |
$4.98K - $5.53K
|
61
$6.03K
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-60- 1.49% |
$5.06K - $5.62K
|
3.98K
$393K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-63- 11.75% |
$5.31K - $5.9K
|
473
$46.8K
|
|
|
May 12, 2023
Q1 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-71- 6.09% |
$5.99K - $6.65K
|
1.1K
$108K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-83- 3.25% |
$7K - $7.78K
|
2.47K
$244K
|
|
|
May 12, 2023
Q1 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-90- 0.09% |
$7.59K - $8.43K
|
102K
$10.1M
|