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 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.1K+ 2.19% |
$102K - $106K
|
51.1K
$5M
|
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.07K+ 1.05% |
$99.9K - $104K
|
104K
$10.1M
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
1.06K+ 19.89% |
$98.8K - $103K
|
6.4K
$626K
|
|
|
Jul 28, 2023
Q2 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
1.06K+ 3.02% |
$98.8K - $103K
|
36.2K
$3.55M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.05K+ 4.57% |
$97.8K - $102K
|
24K
$2.35M
|
|
|
Aug 01, 2023
Q2 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
998+ 1.69% |
$93K - $96.8K
|
60.2K
$5.89M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
968+ 2.2% |
$90.2K - $93.8K
|
45K
$4.41M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
967+ 10.16% |
$90.1K - $93.8K
|
10.5K
$1.03M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
946+ 1.86% |
$88.1K - $91.7K
|
51.8K
$5.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
880+ 0.86% |
$82K - $85.3K
|
103K
$10.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
870+ 2.71% |
$81K - $84.3K
|
33K
$3.23M
|
|
|
Aug 01, 2023
Q2 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
864+ 18.2% |
$80.5K - $83.8K
|
5.61K
$549K
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
839+ 17.09% |
$78.2K - $81.3K
|
5.75K
$563K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
825+ 101.85% |
$76.8K - $80K
|
1.64K
$160K
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
820+ 3.06% |
$76.4K - $79.5K
|
27.6K
$2.7M
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
819+ 2.34% |
$76.3K - $79.4K
|
35.9K
$3.51M
|
|
|
Jul 26, 2023
Q2 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
812+ 15.06% |
$75.6K - $78.7K
|
6.2K
$607K
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
801+ 23.17% |
$74.6K - $77.7K
|
4.26K
$417K
|
|
|
Jul 10, 2023
Q2 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
790+ 5.95% |
$73.6K - $76.6K
|
14.1K
$1.38M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
772+ 3.2% |
$71.9K - $74.8K
|
24.9K
$2.44M
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
753+ 18.64% |
$70.1K - $73K
|
4.79K
$469K
|
|
|
Aug 14, 2023
Q2 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
742+ 4.42% |
$69.1K - $71.9K
|
17.5K
$1.72M
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
739+ 14.2% |
$68.8K - $71.6K
|
5.95K
$582K
|
|
|
Aug 02, 2023
Q2 2023
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
732+ 12.08% |
$68.2K - $71K
|
6.79K
$665K
|
|
|
Jul 21, 2023
Q2 2023
|
Rhs Financial, LLC
|
BUY
|
- |
722+ 6.67% |
$67.3K - $70K
|
11.6K
$1.13M
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
BUY
|
- |
713+ 11.94% |
$66.4K - $69.1K
|
6.69K
$654K
|
|
|
Jul 31, 2023
Q2 2023
|
Provident Wealth Management, LLC
|
BUY
|
- |
712+ 5.59% |
$66.3K - $69K
|
13.5K
$1.32M
|
|
|
Jul 21, 2023
Q2 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
704+ 8.61% |
$65.6K - $68.3K
|
8.88K
$869K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
700+ 23.68% |
$65.2K - $67.9K
|
3.66K
$358K
|
|
|
Jul 24, 2023
Q2 2023
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
696+ 1.2% |
$64.8K - $67.5K
|
58.7K
$5.74M
|
|
|
Jul 25, 2023
Q2 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
671+ 3.02% |
$62.5K - $65.1K
|
22.9K
$2.24M
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
646+ 28.15% |
$60.2K - $62.6K
|
2.94K
$288K
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
641New |
$59.7K - $62.1K
|
641
$62.7K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
638+ 2.69% |
$59.4K - $61.9K
|
24.4K
$2.39M
|
|
|
Aug 07, 2023
Q2 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
623+ 11.43% |
$58K - $60.4K
|
6.07K
$595K
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
604+ 9.14% |
$56.3K - $58.6K
|
7.21K
$706K
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
584+ 2.22% |
$54.4K - $56.6K
|
26.9K
$2.64M
|
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
581+ 22.29% |
$54.1K - $56.3K
|
3.19K
$312K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
575+ 5.4% |
$53.6K - $55.7K
|
11.2K
$1.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
573+ 4.14% |
$53.4K - $55.6K
|
14.4K
$1.41M
|
|
|
Aug 07, 2023
Q2 2023
|
James Investment Research Inc
|
BUY
|
- |
572+ 8.66% |
$53.3K - $55.5K
|
7.18K
$703K
|
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
565+ 7.08% |
$52.6K - $54.8K
|
8.54K
$836K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
563+ 2.32% |
$52.4K - $54.6K
|
24.8K
$2.43M
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
549+ 0.81% |
$51.1K - $53.2K
|
68.5K
$6.71M
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
540+ 13.17% |
$50.3K - $52.4K
|
4.64K
$454K
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
528+ 23.69% |
$49.2K - $51.2K
|
2.76K
$270K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
514New |
$47.9K - $49.8K
|
514
$50.3K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
485+ 77.35% |
$45.2K - $47K
|
1.11K
$109K
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
478+ 8.11% |
$44.5K - $46.3K
|
6.37K
$624K
|
|
|
Jul 17, 2023
Q2 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
469+ 6.11% |
$43.7K - $45.5K
|
8.15K
$798K
|