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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2024
Q2 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-7.14K- 15.28% |
$665K - $692K
|
39.6K
$3.87M
|
|
|
Jul 17, 2023
Q2 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-7.24K- 7.37% |
$675K - $702K
|
91K
$8.91M
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-7.25K- 23.5% |
$675K - $703K
|
23.6K
$2.31M
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
SELL
|
- |
-7.31K- 4.45% |
$681K - $709K
|
157K
$15.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Flc Capital Advisors
|
SELL
|
- |
-7.95K- 40.02% |
$741K - $771K
|
11.9K
$1.17M
|
|
|
Jul 27, 2023
Q2 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-8.23K- 38.56% |
$767K - $798K
|
13.1K
$1.28M
|
|
|
Jul 17, 2023
Q2 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-8.52K- 2.57% |
$794K - $826K
|
323K
$31.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-8.55K- 7.86% |
$796K - $829K
|
100K
$9.81M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-8.67K- 40.29% |
$807K - $840K
|
12.8K
$1.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-9.57K- 1.45% |
$891K - $928K
|
651K
$63.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-9.62K- 24.45% |
$896K - $933K
|
29.7K
$2.91M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-9.72K- 3.48% |
$905K - $942K
|
269K
$26.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-11.7K- 5.12% |
$1.09M - $1.14M
|
218K
$21.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-12.2K- 18.11% |
$1.14M - $1.18M
|
55.2K
$5.41M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-12.2K- 36.88% |
$1.14M - $1.19M
|
20.9K
$2.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-13.6K- 49.94% |
$1.27M - $1.32M
|
13.6K
$1.34M
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-13.8K- 9.02% |
$1.29M - $1.34M
|
140K
$13.7M
|
|
|
Jul 12, 2023
Q2 2023
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-16.4K- 83.73% |
$1.53M - $1.59M
|
3.18K
$312K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-17K- 19.85% |
$1.58M - $1.65M
|
68.6K
$6.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-18.1K- 97.42% |
$1.68M - $1.75M
|
478
$46.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-18.5K- 16.03% |
$1.72M - $1.79M
|
96.7K
$9.47M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-20.4K- 47.45% |
$1.9M - $1.98M
|
22.6K
$2.21M
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-21.6K- 43.37% |
$2.02M - $2.1M
|
28.3K
$2.77M
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-24.9K- 73.53% |
$2.32M - $2.42M
|
8.97K
$878K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-25.8K- 17.29% |
$2.4M - $2.5M
|
123K
$12.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-27.9K- 53.88% |
$2.6M - $2.71M
|
23.9K
$2.34M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-28.7K- 80.47% |
$2.67M - $2.78M
|
6.96K
$681K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-45.5K- 9.78% |
$4.24M - $4.41M
|
420K
$41.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-46.5K- 75.63% |
$4.33M - $4.51M
|
15K
$1.47M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-51.1K- 13.78% |
$4.76M - $4.95M
|
320K
$31.3M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-51.6K- 38.66% |
$4.81M - $5M
|
81.9K
$8.02M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-52.9K- 4.84% |
$4.93M - $5.13M
|
1.04M
$102M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-55.9K- 39.6% |
$5.21M - $5.42M
|
85.3K
$8.35M
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-56.6K- 0.69% |
$5.28M - $5.49M
|
8.18M
$800M
|
|
|
Aug 14, 2023
Q2 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-57.6K- 82.21% |
$5.36M - $5.58M
|
12.5K
$1.22M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-61.7K- 43.31% |
$5.75M - $5.98M
|
80.8K
$7.91M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-67.2K- 96.62% |
$6.26M - $6.52M
|
2.35K
$230K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-68.9K- 5.99% |
$6.42M - $6.68M
|
1.08M
$106M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-104K- 27.35% |
$9.71M - $10.1M
|
277K
$27.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-115K- 78.38% |
$10.7M - $11.1M
|
31.7K
$3.1M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-141K- 87.23% |
$13.2M - $13.7M
|
20.7K
$2.03M
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-363K- 92.76% |
$33.8M - $35.2M
|
28.3K
$2.77M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-372K- 75.56% |
$34.6M - $36M
|
120K
$11.8M
|