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 |
---|---|---|---|---|---|---|---|
Aug 15, 2022
Q2 2022
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-9.82KClosed |
$765K - $960K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Rede Wealth, LLC
|
SELL
|
- |
-9.9KClosed |
$772K - $968K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-10.8KClosed |
$846K - $1.06M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-11.1K- 22.7% |
$863K - $1.08M
|
37.7K
$3.72M
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-11.4K- 12.78% |
$887K - $1.11M
|
77.7K
$7.66M
|
|
Aug 09, 2022
Q2 2022
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-11.9K- 10.46% |
$927K - $1.16M
|
102K
$10M
|
|
Jul 14, 2022
Q2 2022
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-12.3K- 80.46% |
$955K - $1.2M
|
2.98K
$293K
|
|
Jul 13, 2022
Q2 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-12.3KClosed |
$962K - $1.21M
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-12.6K- 19.86% |
$980K - $1.23M
|
50.7K
$5M
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-12.9K- 20.43% |
$1M - $1.26M
|
50.1K
$4.94M
|
|
Aug 03, 2022
Q2 2022
|
Fulcrum Capital LLC
|
SELL
|
- |
-14.6KClosed |
$1.14M - $1.42M
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-15K- 79.22% |
$1.17M - $1.47M
|
3.94K
$389K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-15.1K- 9.78% |
$1.18M - $1.48M
|
139K
$13.7M
|
|
Jul 29, 2022
Q2 2022
|
Spectrum Management Group, LLC
|
SELL
|
- |
-15.2K- 20.64% |
$1.19M - $1.49M
|
58.6K
$5.78M
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-15.3K- 74.81% |
$1.19M - $1.5M
|
5.15K
$508K
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-15.3K- 1.17% |
$1.2M - $1.5M
|
1.29M
$127M
|
|
Jul 26, 2022
Q2 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-15.7K- 23.8% |
$1.22M - $1.53M
|
50.2K
$4.95M
|
|
Jul 13, 2022
Q2 2022
|
Domani Wealth, LLC
|
SELL
|
- |
-15.7K- 76.18% |
$1.23M - $1.54M
|
4.92K
$485K
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-16.3K- 4.61% |
$1.27M - $1.6M
|
338K
$33.3M
|
|
Aug 10, 2022
Q2 2022
|
Axiom Advisory, LLC
San Diego, CA |
SELL
|
- |
-16.4K- 20.75% |
$1.28M - $1.61M
|
62.7K
$6.18M
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-16.4K- 11.97% |
$1.28M - $1.61M
|
121K
$11.9M
|
|
Aug 26, 2022
Q2 2022
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-17K- 45.94% |
$1.32M - $1.66M
|
20K
$1.97M
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Inc
|
SELL
|
- |
-17.2K- 64.05% |
$1.34M - $1.68M
|
9.65K
$951K
|
|
Aug 15, 2022
Q2 2022
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-17.2KClosed |
$1.34M - $1.68M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-17.4K- 17.69% |
$1.35M - $1.7M
|
80.8K
$7.97M
|
|
Aug 03, 2022
Q2 2022
|
First National Trust CO
|
SELL
|
- |
-18K- 70.9% |
$1.4M - $1.76M
|
7.37K
$727K
|
|
Nov 14, 2022
Q2 2022
|
Brown Advisory Inc
|
SELL
|
- |
-18.3K- 68.02% |
$1.42M - $1.79M
|
8.59K
$846K
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-18.6K- 29.22% |
$1.45M - $1.82M
|
45K
$4.44M
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-18.9K- 0.49% |
$1.47M - $1.85M
|
3.88M
$382M
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-18.9K- 0.49% |
$1.47M - $1.85M
|
3.88M
$382M
|
|
Aug 24, 2022
Q2 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-19.5KClosed |
$1.52M - $1.9M
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-20.3K- 87.42% |
$1.58M - $1.99M
|
2.92K
$288K
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-21.1K- 42.41% |
$1.64M - $2.06M
|
28.6K
$2.82M
|
|
Jul 19, 2022
Q2 2022
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-22.1K- 12.3% |
$1.72M - $2.16M
|
158K
$15.5M
|
|
Jul 19, 2022
Q2 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-22.5K- 48.92% |
$1.76M - $2.2M
|
23.5K
$2.32M
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-22.6K- 47.72% |
$1.76M - $2.21M
|
24.8K
$2.44M
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-22.6K- 7.79% |
$1.76M - $2.21M
|
268K
$26.4M
|
|
Jul 13, 2022
Q2 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-22.7K- 77.52% |
$1.77M - $2.22M
|
6.57K
$648K
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-23.1K- 39.69% |
$1.8M - $2.25M
|
35K
$3.45M
|
|
Jul 27, 2022
Q2 2022
|
Country Club Bank
|
SELL
|
- |
-23.4K- 6.64% |
$1.82M - $2.28M
|
328K
$32.4M
|
|
Jul 08, 2022
Q2 2022
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-23.5K- 70.51% |
$1.83M - $2.3M
|
9.82K
$968K
|
|
Aug 12, 2022
Q2 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-24.1KClosed |
$1.87M - $2.35M
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
SELL
|
- |
-25.2K- 27.98% |
$1.97M - $2.47M
|
64.9K
$6.4M
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-26.4K- 2.98% |
$2.06M - $2.59M
|
862K
$85M
|
|
Jul 27, 2022
Q2 2022
|
Flc Capital Advisors
|
SELL
|
- |
-27.7K- 27.44% |
$2.16M - $2.71M
|
73.2K
$7.22M
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-27.9K- 63.6% |
$2.17M - $2.72M
|
15.9K
$1.57M
|
|
Aug 01, 2022
Q2 2022
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-28.5K- 71.15% |
$2.22M - $2.79M
|
11.6K
$1.14M
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-28.6K- 10.0% |
$2.23M - $2.8M
|
258K
$25.4M
|
|
Jul 26, 2022
Q2 2022
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-28.7K- 23.83% |
$2.24M - $2.81M
|
91.8K
$9.05M
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-30.1KClosed |
$2.35M - $2.95M
|
0
$0
|