Purchases and Sales Made in Q2 2023 in Msci Eafe Growth ETF (EFG)
This table provides information about the institutional ownership of Msci Eafe Growth ETF (EFG) during Q2 2023. 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 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.39M+ 4.42% |
$129M - $135M
|
32.8M
$3.21B
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
770K+ 11.91% |
$71.7M - $74.6M
|
7.24M
$708M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
703K+ 3038.64% |
$65.5M - $68.1M
|
726K
$71.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
603K+ 12.09% |
$56.2M - $58.5M
|
5.59M
$547M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
411K+ 25.32% |
$38.3M - $39.9M
|
2.04M
$199M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
384K+ 5.99% |
$35.8M - $37.2M
|
6.8M
$665M
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
264K+ 681.03% |
$24.6M - $25.6M
|
303K
$29.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
251K+ 21.96% |
$23.4M - $24.3M
|
1.39M
$136M
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
249KNew |
$23.2M - $24.2M
|
249K
$24.4M
|
|
|
Jul 18, 2023
Q2 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
228KNew |
$21.2M - $22.1M
|
228K
$22.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
171KNew |
$15.9M - $16.5M
|
171K
$16.7M
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
168K+ 528.51% |
$15.6M - $16.2M
|
199K
$19.5M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
167K+ 11.34% |
$15.6M - $16.2M
|
1.64M
$161M
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
165K+ 1109.1% |
$15.4M - $16M
|
180K
$17.6M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
135K+ 39.32% |
$12.6M - $13.1M
|
480K
$47M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
133K+ 17.99% |
$12.4M - $12.9M
|
874K
$85.5M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
124K+ 44.83% |
$11.6M - $12M
|
401K
$39.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
124K+ 46.21% |
$11.5M - $12M
|
391K
$38.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
101K+ 3.36% |
$9.43M - $9.82M
|
3.11M
$305M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
101K+ 16.88% |
$9.42M - $9.81M
|
700K
$68.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
96.5K+ 2.26% |
$8.99M - $9.36M
|
4.37M
$427M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
81.2K+ 38.46% |
$7.56M - $7.87M
|
292K
$28.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
75.2K+ 22.96% |
$7.01M - $7.3M
|
403K
$39.5M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
72.8K+ 2.41% |
$6.78M - $7.06M
|
3.1M
$303M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
71.9K+ 87.57% |
$6.69M - $6.97M
|
154K
$15.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
70.4K+ 279.46% |
$6.56M - $6.83M
|
95.6K
$9.36M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
61.8K+ 9.89% |
$5.75M - $5.99M
|
686K
$67.2M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
61.4K+ 31.45% |
$5.72M - $5.96M
|
257K
$25.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
54K+ 74.66% |
$5.03M - $5.23M
|
126K
$12.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
53.6K+ 52.74% |
$4.99M - $5.19M
|
155K
$15.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
53.5K+ 104.23% |
$4.99M - $5.19M
|
105K
$10.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
51K+ 5.03% |
$4.75M - $4.95M
|
1.07M
$104M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
50.8KNew |
$4.73M - $4.92M
|
50.8K
$4.97M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
47.7K+ 162.42% |
$4.44M - $4.62M
|
77.1K
$7.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
45.5K+ 165.45% |
$4.24M - $4.41M
|
73K
$7.15M
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
45.3KNew |
$4.22M - $4.39M
|
45.3K
$4.44M
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
45K+ 15.33% |
$4.19M - $4.36M
|
338K
$33.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
44.2K+ 64.28% |
$4.12M - $4.29M
|
113K
$11.1M
|
|
|
Jul 18, 2023
Q2 2023
|
Financial Life Advisors
|
BUY
|
- |
43.4K+ 52.61% |
$4.05M - $4.21M
|
126K
$12.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
43K+ 24.16% |
$4M - $4.17M
|
221K
$21.6M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
40.4K+ 1636.58% |
$3.77M - $3.92M
|
42.9K
$4.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
40.4K+ 1636.58% |
$3.77M - $3.92M
|
42.9K
$4.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
40.4KNew |
$3.76M - $3.92M
|
40.4K
$3.96M
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
39.9K+ 123.29% |
$3.71M - $3.87M
|
72.2K
$7.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
39.7K+ 7.29% |
$3.7M - $3.85M
|
584K
$57.2M
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
38.9K+ 129.14% |
$3.63M - $3.78M
|
69.1K
$6.76M
|
|
|
Jul 25, 2023
Q2 2023
|
Jb Capital LLC
|
BUY
|
- |
38.4K+ 5.13% |
$3.58M - $3.73M
|
788K
$77.2M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
37.9K+ 7.93% |
$3.53M - $3.67M
|
515K
$50.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
37.3KNew |
$3.47M - $3.61M
|
37.3K
$3.65M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
36.8KNew |
$3.43M - $3.57M
|
36.8K
$3.6M
|