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 11, 2022
Q2 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
88+ 8.16% |
$6.86K - $8.6K
|
1.17K
$115K
|
|
|
Aug 10, 2022
Q2 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
76+ 0.56% |
$5.92K - $7.43K
|
13.6K
$1.34M
|
|
|
Jul 19, 2022
Q2 2022
|
Evensky & Katz LLC
|
BUY
|
- |
73+ 0.9% |
$5.69K - $7.14K
|
8.16K
$804K
|
|
|
Jul 28, 2022
Q2 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
72+ 1.01% |
$5.61K - $7.04K
|
7.19K
$709K
|
|
|
Aug 09, 2022
Q2 2022
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
67+ 1.14% |
$5.22K - $6.55K
|
5.97K
$588K
|
|
|
Aug 05, 2022
Q2 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
55+ 1.41% |
$4.29K - $5.38K
|
3.96K
$390K
|
|
|
Jul 22, 2022
Q2 2022
|
Western Financial Corporation
|
BUY
|
- |
46+ 1.31% |
$3.59K - $4.5K
|
3.55K
$350K
|
|
|
Aug 15, 2022
Q2 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
39+ 4.97% |
$3.04K - $3.81K
|
824
$81.2K
|
|
|
Jul 15, 2022
Q2 2022
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
38+ 0.87% |
$2.96K - $3.72K
|
4.38K
$432K
|
|
|
Aug 11, 2022
Q2 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
36+ 0.93% |
$2.81K - $3.52K
|
3.89K
$383K
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
36+ 3.61% |
$2.81K - $3.52K
|
1.03K
$102K
|
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
36+ 0.88% |
$2.81K - $3.52K
|
4.11K
$405K
|
|
|
Jul 22, 2022
Q2 2022
|
Element Wealth, LLC
|
BUY
|
- |
36+ 72.0% |
$2.81K - $3.52K
|
86
$8.48K
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
33+ 1.01% |
$2.57K - $3.23K
|
3.29K
$324K
|
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
BUY
|
- |
32+ 0.78% |
$2.49K - $3.13K
|
4.12K
$406K
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
22+ 5.03% |
$1.71K - $2.15K
|
459
$45.3K
|
|
|
Jul 18, 2022
Q2 2022
|
Field & Main Bank
|
BUY
|
- |
21New |
$1.64K - $2.05K
|
21
$2.07K
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
20New |
$1.56K - $1.96K
|
20
$1.97K
|
|
|
Jul 13, 2022
Q2 2022
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
20+ 0.37% |
$1.56K - $1.96K
|
5.49K
$542K
|
|
|
Aug 15, 2022
Q2 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
18+ 0.42% |
$1.4K - $1.76K
|
4.3K
$424K
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
15New |
$1.17K - $1.47K
|
15
$1.48K
|
|
|
Jul 11, 2022
Q2 2022
|
Vigilare Wealth Management
|
BUY
|
- |
15+ 0.4% |
$1.17K - $1.47K
|
3.74K
$369K
|
|
|
Aug 10, 2022
Q2 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
12+ 0.24% |
$935 - $1.17K
|
4.91K
$484K
|
|
|
Aug 05, 2022
Q2 2022
|
Wolff Financial Management LLC
|
BUY
|
- |
10+ 0.06% |
$780 - $978
|
16.1K
$1.59M
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
9New |
$702 - $880
|
9
$887
|
|
|
Jul 20, 2022
Q2 2022
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
9+ 0.3% |
$702 - $880
|
3K
$296K
|
|
|
Jul 14, 2022
Q2 2022
|
Highland Capital Management, LLC
|
BUY
|
- |
8+ 0.18% |
$624 - $782
|
4.48K
$441K
|
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
8+ 0.27% |
$624 - $782
|
2.99K
$295K
|
|
|
Jul 15, 2022
Q2 2022
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
5+ 3.62% |
$390 - $489
|
143
$14.1K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
5+ 0.09% |
$390 - $489
|
5.45K
$537K
|
|
|
Jul 19, 2022
Q2 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
2+ 0.39% |
$156 - $196
|
518
$51.1K
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1+ 1.52% |
$78 - $97.8
|
67
$6.61K
|
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.0% |
$78 - $97.8
|
34.7K
$3.42M
|
|
|
Nov 30, 2023
Q2 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.16% |
$78 - $97.8
|
621
$61.2K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1+ 1.67% |
$78 - $97.8
|
61
$6.01K
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$78 - $97.8
|
1
$98.6
|
|
|
Aug 25, 2022
Q2 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-5- 0.36% |
$390 - $489
|
1.38K
$136K
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-8Closed |
$624 - $782
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-10Closed |
$780 - $978
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-12- 0.07% |
$935 - $1.17K
|
17.4K
$1.71M
|
|
|
Aug 10, 2022
Q2 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-13- 3.76% |
$1.01K - $1.27K
|
333
$32.8K
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-13Closed |
$1.01K - $1.27K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-14- 0.36% |
$1.09K - $1.37K
|
3.82K
$377K
|
|
|
Aug 06, 2024
Q2 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-14- 12.28% |
$1.09K - $1.37K
|
100
$9.86K
|
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-15- 17.24% |
$1.17K - $1.47K
|
72
$7.1K
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-15- 17.24% |
$1.17K - $1.47K
|
72
$7.1K
|
|
|
Jul 22, 2022
Q2 2022
|
First Bank & Trust
|
SELL
|
- |
-15- 25.86% |
$1.17K - $1.47K
|
43
$4.24K
|
|
|
Aug 10, 2022
Q2 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-23- 0.91% |
$1.79K - $2.25K
|
2.49K
$246K
|
|
|
Jul 28, 2022
Q2 2022
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-23- 0.18% |
$1.79K - $2.25K
|
13.1K
$1.29M
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-28- 40.0% |
$2.18K - $2.74K
|
42
$4.14K
|