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 11, 2022
Q2 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
25.6K+ 76.68% |
$2M - $2.5M
|
59K
$5.7M
|
|
|
Jul 26, 2022
Q2 2022
|
Apeiron Ria LLC
|
BUY
|
- |
25.3K+ 139.67% |
$1.97M - $2.48M
|
43.5K
$4.2M
|
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
BUY
|
- |
25.1K+ 10.55% |
$1.96M - $2.46M
|
263K
$25.4M
|
|
|
Aug 04, 2022
Q2 2022
|
Washington Trust Bank
|
BUY
|
- |
24.5K+ 131.57% |
$1.91M - $2.39M
|
43.1K
$4.16M
|
|
|
Aug 15, 2022
Q2 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
24.2K+ 21.89% |
$1.88M - $2.36M
|
135K
$13M
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
23.8K+ 12.33% |
$1.85M - $2.33M
|
217K
$20.9M
|
|
|
Aug 15, 2022
Q2 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
23.1K+ 23.75% |
$1.8M - $2.26M
|
121K
$11.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
20.7KNew |
$1.62M - $2.03M
|
20.7K
$2M
|
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
20.2K+ 35.83% |
$1.57M - $1.97M
|
76.5K
$7.38M
|
|
|
Aug 08, 2022
Q2 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
18.2KNew |
$1.42M - $1.78M
|
18.2K
$1.75M
|
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
18K+ 39.97% |
$1.41M - $1.76M
|
63.2K
$6.1M
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
17.6K+ 35.03% |
$1.37M - $1.72M
|
67.8K
$6.55M
|
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
17K+ 27.19% |
$1.32M - $1.66M
|
79.4K
$7.66M
|
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
16.5K+ 44.33% |
$1.29M - $1.62M
|
53.8K
$5.19M
|
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
15.8K+ 46.96% |
$1.23M - $1.55M
|
49.5K
$4.78M
|
|
|
Aug 08, 2022
Q2 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
15.6K+ 523.57% |
$1.22M - $1.53M
|
18.6K
$1.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
15.2K+ 69.28% |
$1.19M - $1.49M
|
37.2K
$3.59M
|
|
|
Jul 15, 2022
Q2 2022
|
Harbor Group, Inc.
|
BUY
|
- |
15.1K+ 317.98% |
$1.18M - $1.47M
|
19.8K
$1.91M
|
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
14.7K+ 543.29% |
$1.15M - $1.44M
|
17.5K
$1.69M
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
14K+ 150.02% |
$1.09M - $1.37M
|
23.3K
$2.25M
|
|
|
Aug 02, 2022
Q2 2022
|
Advisor Os, LLC
|
BUY
|
- |
13.9KNew |
$1.08M - $1.36M
|
13.9K
$1.34M
|
|
|
Aug 15, 2022
Q2 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
13.7K+ 38.13% |
$1.06M - $1.34M
|
49.5K
$4.78M
|
|
|
Jul 15, 2022
Q2 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
13.1K+ 148.67% |
$1.02M - $1.29M
|
22K
$2.12M
|
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
12.9K+ 208.75% |
$1M - $1.26M
|
19K
$1.84M
|
|
|
Jul 21, 2022
Q2 2022
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
11.9K+ 5.98% |
$927K - $1.16M
|
211K
$20.4M
|
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
11.8KNew |
$923K - $1.16M
|
11.8K
$1.14M
|
|
|
Aug 03, 2022
Q2 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
11.6K+ 32.13% |
$901K - $1.13M
|
47.5K
$4.59M
|
|
|
Jul 22, 2022
Q2 2022
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
10.4KNew |
$812K - $1.02M
|
10.4K
$1.01M
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
10.4KNew |
$808K - $1.01M
|
10.4K
$1M
|
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
9.96K+ 4.94% |
$776K - $973K
|
212K
$20.4M
|
|
|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
9.09K+ 22.37% |
$708K - $889K
|
49.7K
$4.8M
|
|
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
8.96K+ 9.44% |
$698K - $876K
|
104K
$10M
|
|
|
Aug 02, 2022
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
8.96K+ 9.44% |
$698K - $876K
|
104K
$10M
|
|
|
Aug 15, 2022
Q2 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
8.77K+ 11.21% |
$684K - $858K
|
87K
$8.41M
|
|
|
Aug 05, 2022
Q2 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
8.43K+ 115.37% |
$657K - $824K
|
15.7K
$1.52M
|
|
|
Aug 09, 2022
Q2 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
8.3K+ 5.47% |
$647K - $811K
|
160K
$15.5M
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.28K+ 13.3% |
$645K - $810K
|
70.5K
$6.81M
|
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
8K+ 22.34% |
$624K - $783K
|
43.8K
$4.23M
|
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
7.71K+ 50.39% |
$601K - $753K
|
23K
$2.22M
|
|
|
Aug 12, 2022
Q2 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
7.46K+ 39.16% |
$581K - $729K
|
26.5K
$2.56M
|
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.42K+ 97.82% |
$578K - $725K
|
15K
$1.45M
|
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
7.32KNew |
$571K - $716K
|
7.32K
$707K
|
|
|
Aug 11, 2022
Q2 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
7.27K+ 47.66% |
$567K - $711K
|
22.5K
$2.18M
|
|
|
Aug 11, 2022
Q2 2022
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
7.03K+ 24.91% |
$548K - $687K
|
35.2K
$3.4M
|
|
|
Aug 01, 2022
Q2 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
6.92KNew |
$539K - $677K
|
6.92K
$668K
|
|
|
Jul 22, 2022
Q2 2022
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
6.62KNew |
$516K - $648K
|
6.62K
$640K
|
|
|
Jul 12, 2022
Q2 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
6.43K+ 229.56% |
$501K - $629K
|
9.23K
$891K
|
|
|
Aug 30, 2022
Q2 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
6.08K+ 36.17% |
$474K - $594K
|
22.9K
$2.21M
|
|
|
Jul 27, 2022
Q2 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
6.05K+ 5.29% |
$471K - $591K
|
120K
$11.6M
|
|
|
Aug 12, 2022
Q2 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
6.02K+ 278.41% |
$469K - $589K
|
8.19K
$790K
|