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 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.83K+ 15.33% |
$543K - $565K
|
43.9K
$4.29M
|
|
|
Jul 13, 2023
Q2 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
5.69K+ 30.01% |
$530K - $552K
|
24.7K
$2.41M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.58K+ 123.69% |
$520K - $541K
|
10.1K
$988K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
5.4K+ 23.85% |
$503K - $524K
|
28.1K
$2.75M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
5.38K+ 2.1% |
$501K - $522K
|
261K
$25.6M
|
|
|
Jul 12, 2023
Q2 2023
|
One Advisory Partners, LLC
|
BUY
|
- |
5.38K+ 3.77% |
$501K - $521K
|
148K
$14.5M
|
|
|
Jul 17, 2023
Q2 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
5.33K+ 177.56% |
$497K - $517K
|
8.34K
$816K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
5.29K+ 236.87% |
$493K - $513K
|
7.53K
$737K
|
|
|
Jul 26, 2023
Q2 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
5.28K+ 3.75% |
$492K - $512K
|
146K
$14.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
5.25K+ 9.72% |
$489K - $509K
|
59.3K
$5.8M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
5.2K+ 7.88% |
$484K - $504K
|
71.2K
$6.97M
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
5.08K+ 7.13% |
$473K - $493K
|
76.3K
$7.47M
|
|
|
Aug 08, 2023
Q2 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
5.04K+ 27.46% |
$470K - $489K
|
23.4K
$2.29M
|
|
|
Aug 07, 2023
Q2 2023
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
4.94KNew |
$460K - $479K
|
4.94K
$484K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4.94K+ 3.31% |
$460K - $479K
|
154K
$15.1M
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.84KNew |
$450K - $469K
|
4.84K
$473K
|
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
4.83K+ 71.01% |
$450K - $469K
|
11.6K
$1.14M
|
|
|
Jul 25, 2023
Q2 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
4.82K+ 71.99% |
$449K - $467K
|
11.5K
$1.13M
|
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
BUY
|
- |
4.76KNew |
$444K - $462K
|
4.76K
$466K
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
4.69K+ 33.65% |
$437K - $454K
|
18.6K
$1.82M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
4.56K+ 3.58% |
$425K - $442K
|
132K
$12.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
4.55K+ 7.54% |
$423K - $441K
|
64.9K
$6.35M
|
|
|
Jul 12, 2023
Q2 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
4.49K+ 26.32% |
$418K - $435K
|
21.5K
$2.11M
|
|
|
Aug 08, 2023
Q2 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
4.47K+ 33.57% |
$416K - $433K
|
17.8K
$1.74M
|
|
|
Jul 26, 2023
Q2 2023
|
Diversified, LLC
|
BUY
|
- |
4.46K+ 57.58% |
$416K - $432K
|
12.2K
$1.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.4K+ 60.88% |
$410K - $427K
|
11.6K
$1.14M
|
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
BUY
|
- |
4.26K+ 1.6% |
$397K - $413K
|
271K
$26.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
4.05K+ 38.56% |
$377K - $393K
|
14.6K
$1.43M
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
4.03KNew |
$375K - $391K
|
4.03K
$394K
|
|
|
Jul 12, 2023
Q2 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
3.99K+ 1.82% |
$371K - $386K
|
223K
$21.8M
|
|
|
Jul 05, 2023
Q2 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
3.95K+ 4.26% |
$368K - $383K
|
96.7K
$9.47M
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
3.86K+ 385.41% |
$359K - $374K
|
4.86K
$476K
|
|
|
Aug 14, 2023
Q2 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
3.82KNew |
$356K - $370K
|
3.82K
$374K
|
|
|
Jul 14, 2023
Q2 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
3.79K+ 15.92% |
$353K - $368K
|
27.6K
$2.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3.73K+ 5.38% |
$348K - $362K
|
73.2K
$7.16M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
3.7K+ 2.2% |
$345K - $359K
|
172K
$16.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
3.7K+ 10.42% |
$344K - $358K
|
39.1K
$3.83M
|
|
|
Jul 11, 2023
Q2 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
3.59KNew |
$334K - $348K
|
3.59K
$351K
|
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
BUY
|
- |
3.56K+ 3.67% |
$332K - $345K
|
101K
$9.84M
|
|
|
Jul 21, 2023
Q2 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
3.55K+ 19.33% |
$330K - $344K
|
21.9K
$2.14M
|
|
|
Jul 26, 2023
Q2 2023
|
First American Trust, Fsb
|
BUY
|
- |
3.52KNew |
$328K - $341K
|
3.52K
$344K
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
3.5K+ 18.81% |
$326K - $340K
|
22.1K
$2.17M
|
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.48K+ 28.22% |
$324K - $337K
|
15.8K
$1.55M
|
|
|
Aug 11, 2023
Q2 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
3.47K+ 18.8% |
$323K - $336K
|
21.9K
$2.15M
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
BUY
|
- |
3.47KNew |
$323K - $336K
|
3.47K
$339K
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3.45K+ 3.96% |
$321K - $335K
|
90.6K
$8.87M
|
|
|
Sep 07, 2023
Q2 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
3.41K+ 4.66% |
$317K - $330K
|
76.5K
$7.49M
|
|
|
Aug 11, 2023
Q2 2023
|
Covenant Partners, LLC
|
BUY
|
- |
3.34K+ 1.33% |
$311K - $324K
|
255K
$24.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
3.28KNew |
$306K - $318K
|
3.28K
$321K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.24K+ 5.56% |
$302K - $314K
|
61.5K
$6.02M
|