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
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
2.11K+ 7.11% |
$197K - $205K
|
31.8K
$3.12M
|
|
|
Jul 20, 2023
Q2 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
2.11KNew |
$197K - $205K
|
2.11K
$207K
|
|
|
Aug 10, 2023
Q2 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
2.1KNew |
$196K - $204K
|
2.1K
$206K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.06K+ 2.55% |
$192K - $199K
|
82.9K
$8.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2.03K+ 241.36% |
$189K - $196K
|
2.86K
$280K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.02K+ 0.56% |
$188K - $196K
|
366K
$35.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.96K+ 15.72% |
$183K - $190K
|
14.4K
$1.41M
|
|
|
Jul 11, 2023
Q2 2023
|
Affiance Financial, LLC
|
BUY
|
- |
1.96K+ 5.12% |
$182K - $190K
|
40.2K
$3.94M
|
|
|
Aug 10, 2023
Q2 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.94K+ 25.57% |
$181K - $188K
|
9.54K
$934K
|
|
|
Aug 15, 2023
Q2 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1.91K+ 0.8% |
$178K - $185K
|
242K
$23.7M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.91K+ 17.68% |
$178K - $185K
|
12.7K
$1.25M
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.74K+ 2.29% |
$162K - $169K
|
77.7K
$7.61M
|
|
|
Jul 18, 2023
Q2 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
1.7K+ 21.43% |
$158K - $165K
|
9.62K
$942K
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.68K+ 14.98% |
$156K - $163K
|
12.9K
$1.26M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.67K+ 92.27% |
$156K - $162K
|
3.48K
$341K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.67K+ 8.92% |
$155K - $162K
|
20.4K
$1.99M
|
|
|
Aug 23, 2023
Q2 2023
|
Tnf LLC
|
BUY
|
- |
1.64K+ 1.11% |
$153K - $159K
|
149K
$14.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.62K+ 2.5% |
$151K - $157K
|
66.4K
$6.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.62K+ 39.74% |
$151K - $157K
|
5.7K
$558K
|
|
|
Jul 14, 2023
Q2 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.61K+ 13.4% |
$150K - $156K
|
13.7K
$1.34M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.59K+ 21.0% |
$148K - $154K
|
9.18K
$899K
|
|
|
Jul 13, 2023
Q2 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
1.59K+ 0.75% |
$148K - $154K
|
213K
$20.8M
|
|
|
Jun 17, 2024
Q2 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
1.59K+ 47.01% |
$148K - $154K
|
4.96K
$486K
|
|
|
Jul 12, 2023
Q2 2023
|
Lantz Financial LLC
|
BUY
|
- |
1.56K+ 4.49% |
$146K - $152K
|
36.4K
$3.56M
|
|
|
Jul 31, 2023
Q2 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
1.53K+ 1.0% |
$142K - $148K
|
154K
$15.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
1.53K+ 33.75% |
$142K - $148K
|
6.05K
$592K
|
|
|
Aug 08, 2023
Q2 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
1.52K+ 3.41% |
$142K - $148K
|
46.2K
$4.52M
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.52K+ 4.91% |
$142K - $147K
|
32.5K
$3.18M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.51K+ 6.23% |
$141K - $146K
|
25.8K
$2.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
1.5K+ 1.32% |
$140K - $145K
|
115K
$11.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.5K+ 95.17% |
$140K - $145K
|
3.07K
$301K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.5K+ 3.87% |
$139K - $145K
|
40.1K
$3.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.49K+ 13.61% |
$139K - $144K
|
12.4K
$1.22M
|
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
BUY
|
- |
1.42K+ 7.25% |
$133K - $138K
|
21.1K
$2.06M
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.42K+ 3.53% |
$132K - $137K
|
41.6K
$4.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.41K+ 5.45% |
$132K - $137K
|
27.3K
$2.67M
|
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
BUY
|
- |
1.41K+ 0.59% |
$131K - $136K
|
241K
$23.5M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.4K+ 6.53% |
$131K - $136K
|
22.9K
$2.24M
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
1.4KNew |
$130K - $135K
|
1.4K
$137K
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.36K+ 6.4% |
$127K - $132K
|
22.6K
$2.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.35K+ 0.03% |
$126K - $131K
|
4.55M
$445M
|
|
|
Aug 08, 2023
Q2 2023
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
1.3K+ 1.77% |
$121K - $126K
|
74.8K
$7.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.3K+ 8.31% |
$121K - $126K
|
16.9K
$1.66M
|
|
|
Jul 27, 2023
Q2 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.29K+ 12.84% |
$120K - $125K
|
11.3K
$1.11M
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.28K+ 1701.33% |
$119K - $124K
|
1.35K
$132K
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1.26K+ 12.4% |
$117K - $122K
|
11.4K
$1.12M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.26K+ 7.24% |
$117K - $122K
|
18.6K
$1.82M
|
|
|
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.25K+ 6.62% |
$116K - $121K
|
20K
$1.96M
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.24K+ 6.49% |
$116K - $121K
|
20.4K
$2M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.2K+ 47.08% |
$112K - $117K
|
3.76K
$368K
|