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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-15.5K- 34.43% |
$1.11M - $1.36M
|
29.5K
$2.92M
|
|
|
Oct 28, 2022
Q3 2022
|
Keystone Financial Services
|
SELL
|
- |
-15.8K- 13.06% |
$1.13M - $1.39M
|
105K
$10.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-16.2K- 21.17% |
$1.16M - $1.43M
|
60.3K
$5.96M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-17.1K- 46.27% |
$1.23M - $1.5M
|
19.8K
$1.96M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-17.3K- 38.17% |
$1.24M - $1.52M
|
28K
$2.77M
|
|
|
Nov 07, 2022
Q3 2022
|
Trellis Advisors, LLC
|
SELL
|
- |
-17.7K- 75.1% |
$1.27M - $1.56M
|
5.85K
$578K
|
|
|
Nov 14, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-18.2KClosed |
$1.31M - $1.6M
|
0
$0
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-18.9K- 6.33% |
$1.36M - $1.66M
|
280K
$27.7M
|
|
|
Oct 21, 2022
Q3 2022
|
First Pacific Financial
|
SELL
|
- |
-19.8K- 34.54% |
$1.42M - $1.74M
|
37.5K
$3.7M
|
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-21.5K- 91.23% |
$1.54M - $1.89M
|
2.06K
$204K
|
|
|
Oct 17, 2022
Q3 2022
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-21.7K- 36.75% |
$1.56M - $1.91M
|
37.3K
$3.69M
|
|
|
Nov 14, 2022
Q3 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-22K- 52.54% |
$1.58M - $1.94M
|
19.9K
$1.97M
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-22.6K- 52.85% |
$1.62M - $1.99M
|
20.1K
$1.99M
|
|
|
Oct 21, 2022
Q3 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-26.1K- 11.14% |
$1.88M - $2.3M
|
208K
$20.6M
|
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-30.7K- 21.31% |
$2.21M - $2.71M
|
113K
$11.2M
|
|
|
Oct 12, 2022
Q3 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-33.1K- 72.06% |
$2.38M - $2.91M
|
12.8K
$1.27M
|
|
|
Oct 20, 2022
Q3 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-34.8K- 69.35% |
$2.5M - $3.07M
|
15.4K
$1.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-43.8K- 51.25% |
$3.15M - $3.86M
|
41.7K
$4.12M
|
|
|
Nov 09, 2022
Q3 2022
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-44.7K- 52.28% |
$3.21M - $3.94M
|
40.8K
$4.03M
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-55.1K- 56.46% |
$3.96M - $4.85M
|
42.5K
$4.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-61.3K- 57.5% |
$4.4M - $5.4M
|
45.3K
$4.47M
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-67.6K- 5.64% |
$4.86M - $5.95M
|
1.13M
$112M
|
|
|
Nov 04, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-68.9K- 27.54% |
$4.95M - $6.07M
|
181K
$17.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-76.1K- 4.73% |
$5.47M - $6.71M
|
1.53M
$151M
|
|
|
Nov 10, 2022
Q3 2022
|
Marion Wealth Management
|
SELL
|
- |
-80.9K- 95.61% |
$5.82M - $7.13M
|
3.71K
$367K
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-85.3K- 45.43% |
$6.13M - $7.52M
|
102K
$10.1M
|
|
|
Nov 10, 2022
Q3 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-96.5K- 69.43% |
$6.94M - $8.5M
|
42.5K
$4.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-152K- 21.38% |
$10.9M - $13.4M
|
560K
$55.3M
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-159K- 25.49% |
$11.4M - $14M
|
464K
$45.8M
|
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
SELL
|
- |
-172K- 13.69% |
$12.4M - $15.2M
|
1.08M
$107M
|