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 14, 2022
Q3 2022
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-3.11K- 43.29% |
$224K - $274K
|
4.08K
$407K
|
|
|
Oct 13, 2022
Q3 2022
|
Patten Group, Inc.
|
SELL
|
- |
-3.33K- 12.01% |
$240K - $294K
|
24.4K
$2.43M
|
|
|
Nov 16, 2022
Q3 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-3.42K- 6.92% |
$246K - $302K
|
46.1K
$4.59M
|
|
|
Oct 18, 2024
Q3 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-3.43K- 13.39% |
$247K - $302K
|
22.2K
$2.21M
|
|
|
Oct 26, 2022
Q3 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-3.48K- 2.64% |
$250K - $307K
|
129K
$12.8M
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.56K- 10.94% |
$256K - $313K
|
29K
$2.89M
|
|
|
Oct 31, 2022
Q3 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-3.6K- 51.97% |
$259K - $317K
|
3.32K
$331K
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-3.67K- 7.69% |
$264K - $323K
|
44.1K
$4.39M
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust CO
|
SELL
|
- |
-3.74K- 22.14% |
$269K - $330K
|
13.2K
$1.31M
|
|
|
Nov 08, 2022
Q3 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-3.77K- 30.17% |
$271K - $332K
|
8.72K
$869K
|
|
|
Nov 02, 2022
Q3 2022
|
First National Trust CO
|
SELL
|
- |
-3.87K- 52.55% |
$278K - $341K
|
3.5K
$349K
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3.99K- 6.59% |
$287K - $351K
|
56.5K
$5.64M
|
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-4.06K- 30.38% |
$292K - $357K
|
9.29K
$926K
|
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-4.15K- 3.09% |
$298K - $366K
|
130K
$13M
|
|
|
Oct 12, 2022
Q3 2022
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-4.34K- 2.06% |
$312K - $382K
|
207K
$20.6M
|
|
|
Oct 21, 2022
Q3 2022
|
Macroview Investment Management LLC
|
SELL
|
- |
-4.49K- 29.47% |
$323K - $396K
|
10.7K
$1.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-4.51K- 21.52% |
$324K - $397K
|
16.4K
$1.64M
|
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-4.73K- 54.1% |
$340K - $417K
|
4.01K
$400K
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-5.21K- 51.83% |
$375K - $459K
|
4.85K
$483K
|
|
|
Oct 13, 2022
Q3 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-5.3K- 23.16% |
$381K - $467K
|
17.6K
$1.75M
|
|
|
Nov 15, 2022
Q3 2022
|
Washington Trust Bank
|
SELL
|
- |
-5.58K- 12.96% |
$401K - $491K
|
37.5K
$3.74M
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6.06K- 24.46% |
$436K - $534K
|
18.7K
$1.86M
|
|
|
Nov 07, 2022
Q3 2022
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-6.3K- 54.44% |
$453K - $555K
|
5.27K
$525K
|
|
|
Nov 10, 2022
Q3 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-6.71K- 44.01% |
$482K - $591K
|
8.54K
$851K
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-6.98K- 39.99% |
$502K - $615K
|
10.5K
$1.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-7.01K- 18.85% |
$504K - $618K
|
30.2K
$3.01M
|
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-7.17K- 60.57% |
$516K - $632K
|
4.67K
$466K
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-7.91K- 32.5% |
$568K - $697K
|
16.4K
$1.64M
|
|
|
Nov 08, 2022
Q3 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-8.49K- 55.21% |
$610K - $748K
|
6.89K
$686K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-8.76K- 3.4% |
$630K - $772K
|
249K
$24.8M
|
|
|
Nov 01, 2022
Q3 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-9.29K- 59.03% |
$668K - $818K
|
6.45K
$643K
|
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-9.62K- 37.71% |
$692K - $847K
|
15.9K
$1.58M
|
|
|
Oct 13, 2022
Q3 2022
|
Lvw Advisors, LLC
|
SELL
|
- |
-10.1K- 24.61% |
$729K - $894K
|
31.1K
$3.1M
|
|
|
Oct 25, 2022
Q3 2022
|
Crestone Asset Management LLC
|
SELL
|
- |
-10.2K- 20.45% |
$736K - $902K
|
39.8K
$3.97M
|
|
|
Oct 18, 2022
Q3 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-10.8K- 44.67% |
$780K - $956K
|
13.4K
$1.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-10.9K- 29.0% |
$786K - $964K
|
26.8K
$2.67M
|
|
|
Nov 02, 2022
Q3 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-11.5K- 30.73% |
$824K - $1.01M
|
25.8K
$2.58M
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-11.6K- 10.14% |
$833K - $1.02M
|
103K
$10.2M
|
|
|
Oct 28, 2022
Q3 2022
|
Country Club Bank
|
SELL
|
- |
-11.8K- 3.59% |
$847K - $1.04M
|
317K
$31.6M
|
|
|
Nov 07, 2022
Q3 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-12.2K- 11.7% |
$874K - $1.07M
|
91.7K
$9.14M
|
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-12.2K- 11.7% |
$874K - $1.07M
|
91.7K
$9.14M
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-12.7K- 12.76% |
$911K - $1.12M
|
86.7K
$8.64M
|
|
|
Nov 14, 2022
Q3 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-12.7K- 5.55% |
$913K - $1.12M
|
216K
$21.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-12.8K- 65.8% |
$922K - $1.13M
|
6.67K
$665K
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-13.3K- 1.03% |
$956K - $1.17M
|
1.28M
$127M
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-13.3K- 8.0% |
$957K - $1.17M
|
153K
$15.3M
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-13.3K- 8.0% |
$957K - $1.17M
|
153K
$15.3M
|
|
|
Nov 09, 2022
Q3 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-13.9K- 27.39% |
$999K - $1.22M
|
36.8K
$3.67M
|
|
|
Nov 14, 2022
Q3 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-14.7K- 12.17% |
$1.06M - $1.29M
|
106K
$10.6M
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-15.1K- 7.94% |
$1.08M - $1.33M
|
175K
$17.4M
|