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 |
|---|---|---|---|---|---|---|---|
|
Jul 27, 2023
Q2 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
465+ 3.54% |
$43.3K - $45.1K
|
13.6K
$1.33M
|
|
|
Aug 08, 2023
Q2 2023
|
Hyman Charles D
|
BUY
|
- |
465+ 0.74% |
$43.3K - $45.1K
|
63.5K
$6.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
452+ 12.55% |
$42.1K - $43.8K
|
4.06K
$397K
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
449+ 15.05% |
$41.8K - $43.5K
|
3.43K
$336K
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
417+ 4.96% |
$38.8K - $40.4K
|
8.83K
$864K
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
413+ 9.74% |
$38.5K - $40K
|
4.65K
$455K
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
413+ 9.74% |
$38.5K - $40K
|
4.65K
$455K
|
|
|
Jul 19, 2023
Q2 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
409+ 1.09% |
$38.1K - $39.7K
|
37.9K
$3.71M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
403+ 4.92% |
$37.5K - $39.1K
|
8.6K
$841K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
396+ 5.68% |
$36.9K - $38.4K
|
7.37K
$722K
|
|
|
Jul 20, 2023
Q2 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
373+ 3.08% |
$34.7K - $36.2K
|
12.5K
$1.22M
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
368+ 10.48% |
$34.3K - $35.7K
|
3.88K
$380K
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
354+ 9.26% |
$33K - $34.3K
|
4.18K
$409K
|
|
|
Feb 16, 2024
Q2 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
351+ 4.77% |
$32.7K - $34K
|
7.7K
$754K
|
|
|
Jul 31, 2023
Q2 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
340+ 6.65% |
$31.7K - $33K
|
5.46K
$534K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
326New |
$30.4K - $31.6K
|
326
$31.9K
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
326+ 5.74% |
$30.4K - $31.6K
|
6.01K
$588K
|
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
320+ 0.16% |
$29.8K - $31K
|
207K
$20.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
319+ 0.56% |
$29.7K - $30.9K
|
57.1K
$5.58M
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
293+ 3.99% |
$27.3K - $28.4K
|
7.64K
$747K
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
292New |
$27.2K - $28.3K
|
292
$28.6K
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
287+ 7.43% |
$26.7K - $27.8K
|
4.15K
$406K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
286New |
$26.6K - $27.7K
|
286
$28K
|
|
|
Jul 14, 2023
Q2 2023
|
First Financial Corp
|
BUY
|
- |
286+ 28.74% |
$26.6K - $27.7K
|
1.28K
$125K
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
270New |
$25.2K - $26.2K
|
270
$26.4K
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
265+ 2.33% |
$24.7K - $25.7K
|
11.7K
$1.14M
|
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
260+ 5.39% |
$24.2K - $25.2K
|
5.09K
$498K
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
260+ 3.18% |
$24.2K - $25.2K
|
8.44K
$826K
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
257+ 2.95% |
$23.9K - $24.9K
|
8.96K
$877K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
251+ 13.63% |
$23.4K - $24.3K
|
2.09K
$205K
|
|
|
Aug 02, 2023
Q2 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
249+ 0.21% |
$23.2K - $24.1K
|
121K
$11.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
243New |
$22.6K - $23.6K
|
243
$23.8K
|
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
241+ 1.74% |
$22.4K - $23.4K
|
14.1K
$1.38M
|
|
|
Jul 26, 2023
Q2 2023
|
Sol Capital Management CO
|
BUY
|
- |
235+ 1.46% |
$21.9K - $22.8K
|
16.4K
$1.6M
|
|
|
Jul 18, 2023
Q2 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
232+ 90.27% |
$21.6K - $22.5K
|
489
$47.9K
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
230+ 2.79% |
$21.4K - $22.3K
|
8.47K
$829K
|
|
|
Aug 14, 2023
Q2 2023
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
225+ 2.69% |
$21K - $21.8K
|
8.6K
$841K
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
220+ 0.97% |
$20.5K - $21.3K
|
22.9K
$2.24M
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
215+ 91.88% |
$20K - $20.8K
|
449
$44K
|
|
|
Jul 13, 2023
Q2 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
208+ 0.53% |
$19.4K - $20.2K
|
39.4K
$3.86M
|
|
|
Aug 14, 2023
Q2 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
200New |
$18.6K - $19.4K
|
200
$19.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
200New |
$18.6K - $19.4K
|
200
$19.6K
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
195+ 5.8% |
$18.2K - $18.9K
|
3.56K
$348K
|
|
|
Jul 11, 2023
Q2 2023
|
Omega Financial Group, LLC
|
BUY
|
- |
194+ 0.46% |
$18.1K - $18.8K
|
42.1K
$4.12M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
191New |
$17.8K - $18.5K
|
191
$18.7K
|
|
|
Jul 21, 2023
Q2 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
190+ 0.43% |
$17.7K - $18.4K
|
44.6K
$4.36M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
182+ 2.81% |
$17K - $17.6K
|
6.66K
$652K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
171New |
$15.9K - $16.6K
|
171
$16.7K
|
|
|
Jul 13, 2023
Q2 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
170+ 0.63% |
$15.8K - $16.5K
|
27.3K
$2.67M
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
169+ 4.64% |
$15.7K - $16.4K
|
3.81K
$373K
|