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 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
9.73K+ 104.69% |
$700K - $857K
|
19K
$1.88M
|
|
Oct 19, 2022
Q3 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
9.6K+ 31.17% |
$690K - $846K
|
40.4K
$3.99M
|
|
Nov 14, 2022
Q3 2022
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
9.34KNew |
$672K - $823K
|
9.34K
$923K
|
|
Mar 11, 2024
Q3 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
9.33K+ 11.27% |
$670K - $822K
|
92.1K
$9.1M
|
|
Oct 11, 2022
Q3 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
9.3KNew |
$668K - $819K
|
9.3K
$919K
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
9.12K+ 114.38% |
$656K - $804K
|
17.1K
$1.69M
|
|
Oct 14, 2022
Q3 2022
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
8.97K+ 14.31% |
$645K - $791K
|
71.7K
$7.09M
|
|
Nov 14, 2022
Q3 2022
|
Ascent Group, LLC
|
BUY
|
- |
8.64K+ 93.51% |
$621K - $761K
|
17.9K
$1.77M
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
8.47K+ 1483.19% |
$609K - $746K
|
9.04K
$894K
|
|
Oct 31, 2022
Q3 2022
|
Fluent Financial, LLC
|
BUY
|
- |
8.37K+ 22.79% |
$602K - $738K
|
45.1K
$4.46M
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
8.21K+ 18.67% |
$591K - $724K
|
52.2K
$5.16M
|
|
Oct 17, 2022
Q3 2022
|
Lantz Financial LLC
|
BUY
|
- |
8.02K+ 43.32% |
$577K - $707K
|
26.5K
$2.62M
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
BUY
|
- |
7.73K+ 90.05% |
$556K - $681K
|
16.3K
$1.61M
|
|
Oct 28, 2022
Q3 2022
|
Financial Life Advisors
|
BUY
|
- |
7.69KNew |
$553K - $678K
|
7.69K
$760K
|
|
Nov 14, 2022
Q3 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
7.66KNew |
$551K - $675K
|
7.66K
$757K
|
|
Nov 03, 2022
Q3 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
7.66K+ 47.44% |
$550K - $675K
|
23.8K
$2.35M
|
|
Nov 07, 2022
Q3 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
7.64K+ 13.8% |
$550K - $674K
|
63K
$6.23M
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
7.62K+ 31.81% |
$548K - $672K
|
31.6K
$3.12M
|
|
Nov 14, 2022
Q3 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
7.42K+ 35.82% |
$534K - $654K
|
28.1K
$2.78M
|
|
Oct 26, 2022
Q3 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
7.4K+ 38.84% |
$532K - $652K
|
26.5K
$2.62M
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.89K+ 33.2% |
$495K - $607K
|
27.6K
$2.73M
|
|
Feb 14, 2023
Q3 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
6.83K+ 169.89% |
$491K - $602K
|
10.9K
$1.07M
|
|
Oct 31, 2022
Q3 2022
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
6.83K+ 29.72% |
$491K - $602K
|
29.8K
$2.95M
|
|
Nov 14, 2022
Q3 2022
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
6.7K+ 10.77% |
$482K - $590K
|
68.9K
$6.81M
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
6.68K+ 59.62% |
$480K - $589K
|
17.9K
$1.77M
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6.65K+ 74.42% |
$478K - $586K
|
15.6K
$1.54M
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
6.49K+ 18.53% |
$467K - $572K
|
41.5K
$4.11M
|
|
Oct 31, 2022
Q3 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
6.49K+ 41.23% |
$467K - $572K
|
22.2K
$2.2M
|
|
Oct 31, 2022
Q3 2022
|
Green Square Capital Advisors LLC
|
BUY
|
- |
6.49KNew |
$466K - $571K
|
6.49K
$641K
|
|
Nov 03, 2022
Q3 2022
|
Ieq Capital, LLC
|
BUY
|
- |
6.48K+ 30.42% |
$466K - $571K
|
27.8K
$2.75M
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.23K+ 8.87% |
$448K - $549K
|
76.5K
$7.56M
|
|
Oct 24, 2022
Q3 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
6.16K+ 12.39% |
$443K - $542K
|
55.9K
$5.52M
|
|
Nov 01, 2022
Q3 2022
|
Leisure Capital Management
|
BUY
|
- |
6.15K+ 12.46% |
$442K - $541K
|
55.5K
$5.48M
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.09K+ 48.45% |
$438K - $536K
|
18.6K
$1.84M
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
5.89K+ 48.64% |
$423K - $519K
|
18K
$1.78M
|
|
Nov 14, 2022
Q3 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.67K+ 21.4% |
$408K - $500K
|
32.2K
$3.18M
|
|
Oct 14, 2022
Q3 2022
|
Flc Capital Advisors
|
BUY
|
- |
5.57K+ 7.6% |
$400K - $490K
|
78.8K
$7.79M
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.55K+ 25.18% |
$399K - $489K
|
27.6K
$2.73M
|
|
Oct 13, 2022
Q3 2022
|
Cooper Financial Group
|
BUY
|
- |
5.46K+ 46.06% |
$392K - $481K
|
17.3K
$1.71M
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
5.41KNew |
$389K - $477K
|
5.41K
$535K
|
|
Nov 03, 2022
Q3 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
5.37K+ 20.09% |
$386K - $473K
|
32.1K
$3.17M
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
5.25K+ 53.74% |
$377K - $462K
|
15K
$1.48M
|
|
Nov 07, 2022
Q3 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
5.22K+ 79.58% |
$375K - $460K
|
11.8K
$1.16M
|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
4.96K+ 12.49% |
$357K - $437K
|
44.7K
$4.42M
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
4.9KNew |
$352K - $432K
|
4.9K
$484K
|
|
Nov 23, 2022
Q3 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
4.88K+ 6.04% |
$351K - $430K
|
85.7K
$8.47M
|
|
Oct 21, 2022
Q3 2022
|
Colony Family Offices, LLC
|
BUY
|
- |
4.83KNew |
$347K - $425K
|
4.83K
$477K
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.51K+ 113.01% |
$324K - $397K
|
8.5K
$840K
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.51K+ 113.01% |
$324K - $397K
|
8.5K
$840K
|
|
Oct 13, 2022
Q3 2022
|
Beacon Financial Group
|
BUY
|
- |
4.5KNew |
$324K - $397K
|
4.5K
$445K
|