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 |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2023
Q2 2023
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-63- 0.05% |
$5.87K - $6.11K
|
128K
$12.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-65- 1.53% |
$6.05K - $6.3K
|
4.18K
$411K
|
|
|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
SELL
|
- |
-65- 0.66% |
$6.05K - $6.3K
|
9.8K
$963K
|
|
|
Aug 09, 2023
Q2 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-71- 1.64% |
$6.61K - $6.88K
|
4.26K
$419K
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-75- 0.43% |
$6.99K - $7.27K
|
17.5K
$1.72M
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
SELL
|
- |
-76- 0.08% |
$7.08K - $7.37K
|
99.6K
$9.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-83- 6.18% |
$7.73K - $8.05K
|
1.26K
$124K
|
|
|
Aug 11, 2023
Q2 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-84- 1.35% |
$7.82K - $8.14K
|
6.13K
$602K
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-86- 7.59% |
$8.01K - $8.34K
|
1.05K
$103K
|
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
SELL
|
- |
-87- 14.36% |
$8.1K - $8.43K
|
519
$51K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-91- 0.53% |
$8.48K - $8.82K
|
17.1K
$1.68M
|
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-92- 0.44% |
$8.57K - $8.92K
|
20.6K
$2.02M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-95- 1.23% |
$8.85K - $9.21K
|
7.64K
$751K
|
|
|
Jul 20, 2023
Q2 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-100- 1.83% |
$9.32K - $9.7K
|
5.37K
$528K
|
|
|
Aug 14, 2023
Q2 2023
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-100- 0.22% |
$9.32K - $9.7K
|
45.1K
$4.43M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-105- 2.89% |
$9.78K - $10.2K
|
3.53K
$347K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-109- 0.89% |
$10.2K - $10.6K
|
12.1K
$1.19M
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-115- 4.04% |
$10.7K - $11.1K
|
2.73K
$268K
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-126- 0.56% |
$11.7K - $12.2K
|
22.2K
$2.18M
|
|
|
Jul 19, 2023
Q2 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-148- 3.62% |
$13.8K - $14.3K
|
3.94K
$387K
|
|
|
Jul 14, 2023
Q2 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-148- 3.56% |
$13.8K - $14.3K
|
4.01K
$394K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-149- 0.61% |
$13.9K - $14.4K
|
24.4K
$2.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-179- 5.93% |
$16.7K - $17.4K
|
2.84K
$279K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-180- 2.06% |
$16.8K - $17.5K
|
8.55K
$840K
|
|
|
Jul 19, 2023
Q2 2023
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-187- 7.44% |
$17.4K - $18.1K
|
2.33K
$229K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-189- 6.08% |
$17.6K - $18.3K
|
2.92K
$287K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-198- 41.86% |
$18.4K - $19.2K
|
275
$27K
|
|
|
Jul 26, 2023
Q2 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-199- 5.07% |
$18.5K - $19.3K
|
3.73K
$366K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-207- 15.23% |
$19.3K - $20.1K
|
1.15K
$113K
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-213- 4.37% |
$19.8K - $20.7K
|
4.66K
$458K
|
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-213- 1.83% |
$19.8K - $20.7K
|
11.5K
$1.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-215- 3.78% |
$20K - $20.8K
|
5.47K
$537K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-225- 32.61% |
$21K - $21.8K
|
465
$45.7K
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-225- 4.58% |
$21K - $21.8K
|
4.69K
$461K
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-239- 33.57% |
$22.3K - $23.2K
|
473
$46.5K
|
|
|
Jul 27, 2023
Q2 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-261- 4.7% |
$24.3K - $25.3K
|
5.3K
$521K
|
|
|
Jul 13, 2023
Q2 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-270- 7.73% |
$25.2K - $26.2K
|
3.23K
$317K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-272- 6.72% |
$25.3K - $26.4K
|
3.78K
$371K
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-272- 12.37% |
$25.3K - $26.4K
|
1.93K
$189K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-274- 8.79% |
$25.5K - $26.6K
|
2.84K
$279K
|
|
|
Jul 26, 2023
Q2 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-275- 7.12% |
$25.6K - $26.7K
|
3.59K
$353K
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
SELL
|
- |
-279- 7.92% |
$26K - $27K
|
3.24K
$319K
|
|
|
Jul 17, 2023
Q2 2023
|
Bremer Bank National Association
|
SELL
|
- |
-280- 1.09% |
$26.1K - $27.1K
|
25.5K
$2.51M
|
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-292- 4.98% |
$27.2K - $28.3K
|
5.58K
$548K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-292- 21.66% |
$27.2K - $28.3K
|
1.06K
$104K
|
|
|
Jul 31, 2023
Q2 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-298- 7.73% |
$27.8K - $28.9K
|
3.56K
$350K
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-305- 0.82% |
$28.4K - $29.6K
|
36.8K
$3.62M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-319- 0.09% |
$29.7K - $30.9K
|
374K
$36.7M
|
|
|
Jul 28, 2023
Q2 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-375- 1.29% |
$34.9K - $36.4K
|
28.7K
$2.82M
|
|
|
Jul 26, 2023
Q2 2023
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-377- 4.94% |
$35.1K - $36.6K
|
7.25K
$712K
|