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 10, 2022
Q2 2022
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-209- 4.09% |
$16.3K - $20.4K
|
4.9K
$473K
|
|
Jul 19, 2022
Q2 2022
|
Stone Point Wealth LLC
|
SELL
|
- |
-219- 5.8% |
$17.1K - $21.4K
|
3.56K
$343K
|
|
Aug 05, 2022
Q2 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-226- 0.98% |
$17.6K - $22.1K
|
22.9K
$2.21M
|
|
Jul 28, 2022
Q2 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-226- 0.17% |
$17.6K - $22.1K
|
132K
$12.8M
|
|
Aug 11, 2022
Q2 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-234- 32.14% |
$18.2K - $22.9K
|
494
$47.7K
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-234- 1.84% |
$18.2K - $22.9K
|
12.5K
$1.21M
|
|
Aug 15, 2022
Q2 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-235- 14.89% |
$18.3K - $23K
|
1.34K
$130K
|
|
Jul 19, 2022
Q2 2022
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-245- 57.92% |
$19.1K - $24K
|
178
$17.2K
|
|
Aug 01, 2022
Q2 2022
|
Smith, Salley & Associates
|
SELL
|
- |
-254- 6.71% |
$19.8K - $24.8K
|
3.53K
$341K
|
|
Aug 12, 2022
Q2 2022
|
Milestone Wealth, LLC
Buffalo, NY |
SELL
|
- |
-255- 50.4% |
$19.9K - $24.9K
|
251
$24.2K
|
|
Aug 15, 2022
Q2 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-269- 8.28% |
$21K - $26.3K
|
2.98K
$288K
|
|
Oct 18, 2024
Q2 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-272- 1.05% |
$21.2K - $26.6K
|
25.6K
$2.47M
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-288- 1.83% |
$22.4K - $28.2K
|
15.5K
$1.49M
|
|
Aug 12, 2022
Q2 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-291- 1.99% |
$22.7K - $28.5K
|
14.3K
$1.38M
|
|
Jul 25, 2022
Q2 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-306- 6.99% |
$23.9K - $29.9K
|
4.07K
$393K
|
|
Jul 21, 2022
Q2 2022
|
Means Investment Co., Inc.
|
SELL
|
- |
-313- 7.15% |
$24.4K - $30.6K
|
4.07K
$393K
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
SELL
|
- |
-321- 62.82% |
$25K - $31.4K
|
190
$18.3K
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-322Closed |
$25.1K - $31.5K
|
0
$0
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-325- 2.62% |
$25.3K - $31.8K
|
12.1K
$1.17M
|
|
Aug 08, 2022
Q2 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-327- 50.78% |
$25.5K - $32K
|
317
$30.6K
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-338- 8.02% |
$26.3K - $33K
|
3.87K
$374K
|
|
Jul 20, 2022
Q2 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-350- 3.76% |
$27.3K - $34.2K
|
8.97K
$866K
|
|
Jul 21, 2022
Q2 2022
|
Savior LLC
|
SELL
|
- |
-373Closed |
$29.1K - $36.5K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-375- 9.37% |
$29.2K - $36.7K
|
3.63K
$350K
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-377- 30.26% |
$29.4K - $36.9K
|
869
$83.9K
|
|
Aug 01, 2022
Q2 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-389- 1.58% |
$30.3K - $38K
|
24.3K
$2.34M
|
|
Jul 14, 2022
Q2 2022
|
Ma Private Wealth
|
SELL
|
- |
-393- 0.97% |
$30.6K - $38.4K
|
40.1K
$3.88M
|
|
Aug 05, 2022
Q2 2022
|
Keystone Financial Group
|
SELL
|
- |
-401- 9.54% |
$31.3K - $39.2K
|
3.8K
$367K
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-406- 7.43% |
$31.6K - $39.7K
|
5.06K
$489K
|
|
Aug 11, 2022
Q2 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-415- 7.63% |
$32.3K - $40.6K
|
5.03K
$485K
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-435- 8.91% |
$33.9K - $42.5K
|
4.45K
$429K
|
|
Aug 10, 2022
Q2 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-442- 2.75% |
$34.5K - $43.2K
|
15.6K
$1.51M
|
|
Aug 15, 2022
Q2 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-450- 1.24% |
$35.1K - $44K
|
35.8K
$3.46M
|
|
Jul 15, 2022
Q2 2022
|
First Financial Corp
|
SELL
|
- |
-463- 35.53% |
$36.1K - $45.3K
|
840
$81.1K
|
|
Aug 10, 2022
Q2 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-484- 1.7% |
$37.7K - $47.3K
|
28K
$2.7M
|
|
Aug 15, 2022
Q2 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-489- 5.46% |
$38.1K - $47.8K
|
8.47K
$818K
|
|
Jul 27, 2022
Q2 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-493- 5.56% |
$38.4K - $48.2K
|
8.38K
$809K
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-523- 1.0% |
$40.8K - $51.1K
|
51.7K
$4.99M
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-534- 9.19% |
$41.6K - $52.2K
|
5.27K
$509K
|
|
Jul 08, 2022
Q2 2022
|
First Citizens Financial Corp
|
SELL
|
- |
-541- 10.27% |
$42.2K - $52.9K
|
4.73K
$457K
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-563- 12.37% |
$43.9K - $55.1K
|
3.99K
$385K
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-563- 12.37% |
$43.9K - $55.1K
|
3.99K
$385K
|
|
Jul 15, 2022
Q2 2022
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-565- 1.75% |
$44K - $55.2K
|
31.7K
$3.06M
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-595- 0.6% |
$46.4K - $58.2K
|
99.4K
$9.59M
|
|
Aug 01, 2022
Q2 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-609- 16.55% |
$47.5K - $59.5K
|
3.07K
$297K
|
|
Jan 09, 2024
Q2 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-610- 25.87% |
$47.5K - $59.6K
|
1.75K
$169K
|
|
Aug 11, 2022
Q2 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-620- 6.29% |
$48.3K - $60.6K
|
9.24K
$892K
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-627- 10.39% |
$48.9K - $61.3K
|
5.41K
$522K
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-657- 42.61% |
$51.2K - $64.2K
|
885
$85.5K
|
|
Jul 25, 2022
Q2 2022
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-682- 97.71% |
$53.2K - $66.7K
|
16
$1.55K
|