Purchases and Sales Made in Q3 2022 in Msci Eafe Growth ETF (EFG)
This table provides information about the institutional ownership of Msci Eafe Growth ETF (EFG) during Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-660- 33.05% |
$47.5K - $58.2K
|
1.34K
$133K
|
|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-674- 5.66% |
$48.5K - $59.4K
|
11.2K
$1.12M
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-680- 12.89% |
$48.9K - $59.9K
|
4.59K
$458K
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-690- 18.99% |
$49.6K - $60.8K
|
2.94K
$293K
|
|
Oct 11, 2022
Q3 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-699- 3.78% |
$50.3K - $61.6K
|
17.8K
$1.77M
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-736- 5.42% |
$52.9K - $64.8K
|
12.8K
$1.28M
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-756- 14.94% |
$54.4K - $66.6K
|
4.3K
$429K
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-775- 2.16% |
$55.7K - $68.3K
|
35.1K
$3.49M
|
|
Nov 16, 2022
Q3 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-839- 16.7% |
$60.3K - $73.9K
|
4.19K
$417K
|
|
Oct 14, 2022
Q3 2022
|
Omega Financial Group, LLC
|
SELL
|
- |
-846- 1.88% |
$60.8K - $74.5K
|
44.2K
$4.41M
|
|
Oct 21, 2022
Q3 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-898- 3.0% |
$64.6K - $79.1K
|
29K
$2.9M
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-959- 1.41% |
$69K - $84.5K
|
66.9K
$6.67M
|
|
Nov 16, 2022
Q3 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-1.04K- 19.65% |
$74.5K - $91.3K
|
4.24K
$422K
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.07K- 3.06% |
$76.6K - $93.9K
|
33.8K
$3.37M
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.17K- 17.4% |
$84.3K - $103K
|
5.57K
$555K
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.25K- 1.57% |
$89.5K - $110K
|
78.1K
$7.79M
|
|
Oct 14, 2022
Q3 2022
|
Collective Family Office LLC
|
SELL
|
- |
-1.25K- 12.69% |
$89.9K - $110K
|
8.6K
$857K
|
|
Oct 21, 2022
Q3 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-1.29K- 8.57% |
$93K - $114K
|
13.8K
$1.38M
|
|
Oct 31, 2022
Q3 2022
|
James Investment Research Inc
|
SELL
|
- |
-1.31K- 20.19% |
$94K - $115K
|
5.17K
$516K
|
|
Oct 13, 2022
Q3 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.33K- 24.1% |
$95.7K - $117K
|
4.19K
$418K
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
SELL
|
- |
-1.34K- 5.74% |
$96.2K - $118K
|
22K
$2.19M
|
|
Nov 04, 2022
Q3 2022
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-1.37K- 9.7% |
$98.6K - $121K
|
12.8K
$1.27M
|
|
Oct 20, 2022
Q3 2022
|
Provident Wealth Management, LLC
|
SELL
|
- |
-1.4K- 7.4% |
$101K - $123K
|
17.5K
$1.75M
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.41K- 9.37% |
$101K - $124K
|
13.6K
$1.35M
|
|
Nov 14, 2022
Q3 2022
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-1.43K- 15.21% |
$103K - $126K
|
7.97K
$794K
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.46K- 12.53% |
$105K - $129K
|
10.2K
$1.02M
|
|
Oct 31, 2022
Q3 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.48K- 22.53% |
$106K - $130K
|
5.09K
$507K
|
|
Nov 09, 2022
Q3 2022
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-1.5K- 8.24% |
$108K - $132K
|
16.7K
$1.66M
|
|
Nov 08, 2022
Q3 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.5K- 23.71% |
$108K - $132K
|
4.82K
$481K
|
|
Oct 27, 2022
Q3 2022
|
Sage Financial Group Inc
|
SELL
|
- |
-1.64K- 32.65% |
$118K - $144K
|
3.37K
$336K
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.65K- 17.6% |
$119K - $146K
|
7.74K
$771K
|
|
Nov 07, 2022
Q3 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-1.7K- 7.55% |
$122K - $150K
|
20.8K
$2.08M
|
|
Oct 25, 2022
Q3 2022
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-1.77K- 13.77% |
$127K - $156K
|
11.1K
$1.11M
|
|
Dec 15, 2022
Q3 2022
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-1.86K- 6.58% |
$133K - $164K
|
26.4K
$2.63M
|
|
Oct 18, 2022
Q3 2022
|
Domani Wealth, LLC
|
SELL
|
- |
-1.98K- 40.32% |
$143K - $175K
|
2.94K
$293K
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.11K- 41.16% |
$152K - $186K
|
3.02K
$301K
|
|
Oct 21, 2022
Q3 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-2.14K- 13.71% |
$154K - $189K
|
13.5K
$1.35M
|
|
Nov 09, 2022
Q3 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-2.16K- 42.85% |
$155K - $190K
|
2.88K
$287K
|
|
Oct 12, 2022
Q3 2022
|
Dentgroup LLC
|
SELL
|
- |
-2.17K- 38.23% |
$156K - $191K
|
3.51K
$350K
|
|
Oct 18, 2022
Q3 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-2.29K- 4.81% |
$165K - $202K
|
45.2K
$4.51M
|
|
Oct 19, 2022
Q3 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-2.31K- 12.91% |
$166K - $204K
|
15.6K
$1.56M
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.37K- 14.05% |
$170K - $209K
|
14.5K
$1.45M
|
|
Nov 14, 2022
Q3 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-2.48K- 9.67% |
$178K - $218K
|
23.1K
$2.31M
|
|
Nov 09, 2022
Q3 2022
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-2.55K- 22.82% |
$184K - $225K
|
8.64K
$861K
|
|
Oct 12, 2022
Q3 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-2.76K- 34.69% |
$199K - $243K
|
5.2K
$518K
|
|
Nov 14, 2022
Q3 2022
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-2.8K- 8.41% |
$201K - $247K
|
30.5K
$3.04M
|
|
Nov 04, 2022
Q3 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-2.83K- 8.9% |
$203K - $249K
|
29K
$2.89M
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-2.93K- 3.31% |
$211K - $258K
|
85.7K
$8.54M
|
|
Nov 09, 2022
Q3 2022
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-3.04KClosed |
$219K - $268K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-3.11K- 21.71% |
$223K - $274K
|
11.2K
$1.12M
|