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
|
D.A. Davidson & Co.
|
BUY
|
- |
4.5K+ 15.71% |
$324K - $396K
|
33.1K
$3.3M
|
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
BUY
|
- |
4.46K+ 929.79% |
$321K - $393K
|
4.94K
$493K
|
|
|
Oct 18, 2022
Q3 2022
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
4.4KNew |
$316K - $388K
|
4.4K
$439K
|
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.24K+ 10.79% |
$305K - $373K
|
43.5K
$4.34M
|
|
|
Oct 12, 2022
Q3 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
4.21KNew |
$303K - $371K
|
4.21K
$419K
|
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4.16K+ 8.4% |
$299K - $366K
|
53.7K
$5.35M
|
|
|
Nov 01, 2022
Q3 2022
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
4.04K+ 14.18% |
$290K - $356K
|
32.5K
$3.24M
|
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
3.99K+ 33.41% |
$287K - $352K
|
15.9K
$1.59M
|
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
3.97K+ 48.23% |
$286K - $350K
|
12.2K
$1.22M
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3.92K+ 83.84% |
$282K - $346K
|
8.6K
$857K
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.88K+ 8.43% |
$279K - $342K
|
49.8K
$4.97M
|
|
|
Oct 12, 2022
Q3 2022
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.74KNew |
$269K - $330K
|
3.74K
$373K
|
|
|
Nov 01, 2022
Q3 2022
|
Stegner Investment Associates Inc.
|
BUY
|
- |
3.74KNew |
$269K - $330K
|
3.74K
$373K
|
|
|
Nov 09, 2022
Q3 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
3.73KNew |
$268K - $328K
|
3.73K
$371K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
3.69KNew |
$265K - $325K
|
3.69K
$367K
|
|
|
Oct 21, 2022
Q3 2022
|
Rhs Financial, LLC
|
BUY
|
- |
3.61K+ 138.98% |
$260K - $318K
|
6.21K
$619K
|
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
BUY
|
- |
3.56KNew |
$256K - $314K
|
3.56K
$355K
|
|
|
Oct 20, 2022
Q3 2022
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
3.47K+ 5.37% |
$249K - $306K
|
68.1K
$6.79M
|
|
|
Nov 07, 2022
Q3 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
3.37K+ 49.41% |
$242K - $297K
|
10.2K
$1.02M
|
|
|
Nov 01, 2022
Q3 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
3.35K+ 69.54% |
$241K - $295K
|
8.16K
$813K
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.32K+ 1.18% |
$238K - $292K
|
285K
$28.4M
|
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.2K+ 16.29% |
$230K - $282K
|
22.8K
$2.28M
|
|
|
Nov 04, 2022
Q3 2022
|
True Private Wealth Advisors
|
BUY
|
- |
3.19K+ 40.38% |
$230K - $281K
|
11.1K
$1.11M
|
|
|
Oct 06, 2022
Q3 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
3.18K+ 3.2% |
$229K - $280K
|
103K
$10.2M
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
3.17K+ 115.47% |
$228K - $280K
|
5.92K
$590K
|
|
|
Oct 12, 2022
Q3 2022
|
Successful Portfolios LLC
|
BUY
|
- |
3.16K+ 55.42% |
$227K - $278K
|
8.86K
$883K
|
|
|
Nov 09, 2022
Q3 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
3.16K+ 51.69% |
$227K - $278K
|
9.27K
$924K
|
|
|
Nov 23, 2022
Q3 2022
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
3.15K+ 3.94% |
$227K - $278K
|
83.2K
$8.3M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.13K+ 66.78% |
$225K - $276K
|
7.81K
$779K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.08K+ 4.76% |
$222K - $272K
|
67.8K
$6.76M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.08K+ 20.56% |
$222K - $271K
|
18.1K
$1.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.03K+ 53.9% |
$218K - $267K
|
8.65K
$862K
|
|
|
Nov 09, 2022
Q3 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
2.91K+ 18.63% |
$209K - $256K
|
18.5K
$1.85M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.89K+ 0.61% |
$208K - $255K
|
477K
$47.6M
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.85KNew |
$205K - $251K
|
2.85K
$284K
|
|
|
Oct 18, 2022
Q3 2022
|
Rnc Capital Management LLC
|
BUY
|
- |
2.85KNew |
$205K - $251K
|
2.85K
$284K
|
|
|
Nov 14, 2022
Q3 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.69K+ 48.41% |
$194K - $237K
|
8.25K
$823K
|
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.58K+ 0.76% |
$186K - $228K
|
341K
$34M
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.48K+ 6.07% |
$178K - $218K
|
43.3K
$4.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.44K+ 26.61% |
$176K - $215K
|
11.6K
$1.16M
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
2.44K+ 24.36% |
$175K - $215K
|
12.5K
$1.24M
|
|
|
Nov 03, 2022
Q3 2022
|
Western Financial Corporation
|
BUY
|
- |
2.34K+ 66.06% |
$168K - $206K
|
5.89K
$587K
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.29K+ 29.46% |
$164K - $202K
|
10K
$1M
|
|
|
Nov 04, 2022
Q3 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
2.28K+ 4.13% |
$164K - $201K
|
57.4K
$5.73M
|
|
|
Oct 13, 2022
Q3 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.26K+ 9.28% |
$162K - $199K
|
26.6K
$2.65M
|
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.25K+ 12.44% |
$162K - $198K
|
20.3K
$2.02M
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
2.24KNew |
$161K - $197K
|
2.24K
$223K
|
|
|
Nov 09, 2022
Q3 2022
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
2.22K+ 3.68% |
$160K - $196K
|
62.7K
$6.25M
|
|
|
Oct 26, 2022
Q3 2022
|
Prw Wealth Management LLC
|
BUY
|
- |
2.11K+ 41.46% |
$152K - $186K
|
7.21K
$719K
|
|
|
Oct 27, 2022
Q3 2022
|
Affiance Financial, LLC
|
BUY
|
- |
2.08K+ 15.62% |
$149K - $183K
|
15.4K
$1.53M
|