Purchases and Sales Made in Q2 2022 in Msci Eafe Growth ETF (EFG)
This table provides information about the institutional ownership of Msci Eafe Growth ETF (EFG) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2022
Q2 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-702- 10.96% |
$54.7K - $68.6K
|
5.7K
$562K
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-703- 3.46% |
$54.8K - $68.7K
|
19.6K
$1.94M
|
|
|
Aug 08, 2022
Q2 2022
|
Rollins Financial
|
SELL
|
- |
-707- 10.75% |
$55.1K - $69.1K
|
5.87K
$579K
|
|
|
Jul 19, 2022
Q2 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-714- 1.09% |
$55.7K - $69.8K
|
64.9K
$6.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-751- 17.37% |
$58.5K - $73.4K
|
3.57K
$352K
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Counselors Inc
|
SELL
|
- |
-756- 11.32% |
$58.9K - $73.9K
|
5.92K
$584K
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-770- 26.67% |
$60K - $75.3K
|
2.12K
$209K
|
|
|
Jul 28, 2022
Q2 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-797- 11.27% |
$62.1K - $77.9K
|
6.28K
$619K
|
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-820- 7.74% |
$63.9K - $80.2K
|
9.77K
$963K
|
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-834- 41.83% |
$65K - $81.5K
|
1.16K
$114K
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-872- 3.18% |
$68K - $85.3K
|
26.6K
$2.62M
|
|
|
Jul 25, 2022
Q2 2022
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-900Closed |
$70.2K - $88K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-934- 6.85% |
$72.8K - $91.3K
|
12.7K
$1.25M
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-937- 58.34% |
$73K - $91.6K
|
669
$66K
|
|
|
Dec 15, 2022
Q2 2022
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-938- 3.22% |
$73.1K - $91.7K
|
28.2K
$2.78M
|
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-950- 4.13% |
$74.1K - $92.9K
|
22K
$2.17M
|
|
|
Aug 10, 2022
Q2 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-1KClosed |
$78K - $97.8K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1K- 5.55% |
$78.3K - $98.2K
|
17.1K
$1.68M
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.01K- 0.11% |
$78.7K - $98.7K
|
947K
$93.3M
|
|
|
Jul 18, 2022
Q2 2022
|
Patten Group, Inc.
|
SELL
|
- |
-1.03K- 3.56% |
$79.9K - $100K
|
27.7K
$2.74M
|
|
|
Aug 12, 2022
Q2 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-1.03K- 2.95% |
$80.5K - $101K
|
34K
$3.35M
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.06K- 1.58% |
$82.9K - $104K
|
66.2K
$6.52M
|
|
|
Sep 13, 2022
Q2 2022
|
Brown Advisory Inc
|
SELL
|
- |
-1.07K- 11.04% |
$83K - $104K
|
8.59K
$846K
|
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.11K- 13.07% |
$86.5K - $109K
|
7.39K
$728K
|
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-1.13K- 21.77% |
$87.7K - $110K
|
4.04K
$399K
|
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-1.28K- 20.37% |
$100K - $125K
|
5.02K
$494K
|
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.29KClosed |
$100K - $126K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.3K- 14.55% |
$102K - $127K
|
7.65K
$755K
|
|
|
Aug 11, 2022
Q2 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-1.34K- 78.82% |
$104K - $131K
|
360
$35.5K
|
|
|
Aug 11, 2022
Q2 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-1.44K- 15.15% |
$112K - $141K
|
8.08K
$797K
|
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.46K- 17.81% |
$114K - $143K
|
6.74K
$665K
|
|
|
Aug 05, 2022
Q2 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.53K- 8.83% |
$119K - $149K
|
15.7K
$1.55M
|
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.56K- 6.11% |
$122K - $153K
|
24.1K
$2.37M
|
|
|
Aug 04, 2022
Q2 2022
|
Fluent Financial, LLC
|
SELL
|
- |
-1.58K- 4.13% |
$123K - $155K
|
36.7K
$3.62M
|
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.64K- 6.4% |
$128K - $160K
|
24K
$2.36M
|
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.73K- 5.08% |
$135K - $169K
|
32.4K
$3.19M
|
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-1.77KClosed |
$138K - $173K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.8K- 6.56% |
$140K - $176K
|
25.6K
$2.53M
|
|
|
Jul 22, 2022
Q2 2022
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-1.84K- 8.79% |
$143K - $180K
|
19.1K
$1.88M
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.88K- 5.12% |
$147K - $184K
|
34.8K
$3.43M
|
|
|
Jul 22, 2022
Q2 2022
|
Lvw Advisors, LLC
|
SELL
|
- |
-1.92K- 4.45% |
$150K - $188K
|
41.2K
$4.06M
|
|
|
Aug 11, 2022
Q2 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.92K- 27.64% |
$150K - $188K
|
5.04K
$497K
|
|
|
Aug 02, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.94K- 7.38% |
$151K - $189K
|
24.3K
$2.4M
|
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.04K- 5.49% |
$159K - $200K
|
35.2K
$3.47M
|
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.05K- 1.39% |
$160K - $200K
|
145K
$14.3M
|
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.09K- 3.55% |
$163K - $204K
|
56.6K
$5.58M
|
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.1KClosed |
$164K - $205K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-2.12KClosed |
$165K - $207K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Neumann Capital Management, LLC
|
SELL
|
- |
-2.13KClosed |
$166K - $208K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.13KClosed |
$166K - $208K
|
0
$0
|