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 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
12.3K+ 21.08% |
$1.15M - $1.2M
|
70.9K
$6.94M
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
12.2K+ 94.46% |
$1.14M - $1.19M
|
25.2K
$2.47M
|
|
Jul 13, 2023
Q2 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
12.1KNew |
$1.12M - $1.17M
|
12.1K
$1.18M
|
|
Aug 11, 2023
Q2 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
12KNew |
$1.12M - $1.17M
|
12K
$1.18M
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
11.9K+ 36.09% |
$1.11M - $1.16M
|
45K
$4.4M
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
11.6K+ 166.35% |
$1.08M - $1.12M
|
18.5K
$1.81M
|
|
Aug 08, 2023
Q2 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
11.5K+ 12.5% |
$1.07M - $1.11M
|
103K
$10.1M
|
|
Jul 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
11.1K+ 13.0% |
$1.03M - $1.08M
|
96.5K
$9.45M
|
|
Jul 25, 2023
Q2 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
11.1K+ 5.23% |
$1.03M - $1.08M
|
223K
$21.9M
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10.6K+ 21.72% |
$991K - $1.03M
|
59.6K
$5.84M
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
10.2K+ 32.69% |
$949K - $988K
|
41.3K
$4.05M
|
|
Jul 20, 2023
Q2 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
10.2K+ 27.73% |
$947K - $986K
|
46.8K
$4.58M
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
9.84K+ 18.92% |
$916K - $954K
|
61.8K
$6.05M
|
|
Aug 10, 2023
Q2 2023
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
9.72KNew |
$905K - $942K
|
9.72K
$951K
|
|
Aug 14, 2023
Q2 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
9.48KNew |
$883K - $919K
|
9.48K
$928K
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.4K+ 17.46% |
$876K - $911K
|
63.3K
$6.19M
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
9.3K+ 2.26% |
$866K - $901K
|
421K
$41.2M
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
9.06K+ 2.36% |
$844K - $878K
|
393K
$38.5M
|
|
Aug 16, 2023
Q2 2023
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
8.99KNew |
$837K - $872K
|
8.99K
$880K
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.95K+ 1.62% |
$833K - $867K
|
562K
$55M
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
BUY
|
- |
8.54K+ 126.21% |
$795K - $828K
|
15.3K
$1.5M
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
8.03K+ 33.17% |
$748K - $778K
|
32.2K
$3.16M
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
7.74K+ 2.25% |
$721K - $750K
|
352K
$34.4M
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
7.68KNew |
$715K - $744K
|
7.68K
$752K
|
|
Aug 09, 2023
Q2 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
7.57K+ 77.05% |
$706K - $734K
|
17.4K
$1.7M
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
7.5K+ 6.38% |
$699K - $727K
|
125K
$12.2M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.47K+ 2.54% |
$696K - $724K
|
302K
$29.5M
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
7.25K+ 17.51% |
$676K - $703K
|
48.7K
$4.76M
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
6.91K+ 30.44% |
$644K - $670K
|
29.6K
$2.9M
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6.89K+ 16.82% |
$642K - $668K
|
47.9K
$4.68M
|
|
Aug 03, 2023
Q2 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
6.87K+ 18.54% |
$640K - $666K
|
43.9K
$4.3M
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.84K+ 3.55% |
$637K - $663K
|
199K
$19.5M
|
|
Jul 26, 2023
Q2 2023
|
West Wealth Group, LLC
|
BUY
|
- |
6.81K+ 3.41% |
$635K - $660K
|
207K
$20.2M
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.8K+ 28.81% |
$634K - $660K
|
30.4K
$2.98M
|
|
Aug 11, 2023
Q2 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
6.73K+ 22.5% |
$627K - $652K
|
36.6K
$3.58M
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
6.67K+ 20.94% |
$621K - $647K
|
38.5K
$3.77M
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
6.59K+ 4.09% |
$614K - $639K
|
168K
$16.4M
|
|
Aug 14, 2023
Q2 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
6.59K+ 20.39% |
$613K - $638K
|
38.9K
$3.81M
|
|
Jul 06, 2023
Q2 2023
|
Dentgroup LLC
|
BUY
|
- |
6.5K+ 51.43% |
$605K - $630K
|
19.1K
$1.87M
|
|
Aug 10, 2023
Q2 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
6.47KNew |
$603K - $628K
|
6.47K
$634K
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.31K+ 2.33% |
$588K - $612K
|
277K
$27.1M
|
|
Jul 13, 2023
Q2 2023
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
6.22K+ 9.05% |
$579K - $603K
|
75K
$7.34M
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
6.21KNew |
$578K - $602K
|
6.21K
$608K
|
|
Aug 02, 2023
Q2 2023
|
Gratus Capital LLC
|
BUY
|
- |
6.17K+ 6.34% |
$575K - $598K
|
104K
$10.1M
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
6.15K+ 2.94% |
$573K - $597K
|
215K
$21.1M
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
6.08KNew |
$566K - $589K
|
6.08K
$595K
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
6K+ 6.1% |
$559K - $582K
|
104K
$10.2M
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.93K+ 2.53% |
$552K - $575K
|
240K
$23.5M
|
|
Aug 03, 2023
Q2 2023
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
5.85KNew |
$545K - $567K
|
5.85K
$573K
|
|
Aug 11, 2023
Q2 2023
|
True Private Wealth Advisors
|
BUY
|
- |
5.83K+ 41.89% |
$543K - $566K
|
19.8K
$1.93M
|