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 14, 2022
Q3 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
2.02K+ 6.48% |
$145K - $178K
|
33.1K
$3.3M
|
|
|
Oct 13, 2022
Q3 2022
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
2.01K+ 5.69% |
$144K - $177K
|
37.3K
$3.71M
|
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.95K+ 43.94% |
$140K - $172K
|
6.4K
$638K
|
|
|
Nov 15, 2022
Q3 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.95K+ 36.39% |
$140K - $172K
|
7.31K
$729K
|
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.94K+ 11.37% |
$140K - $171K
|
19K
$1.9M
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
BUY
|
- |
1.9K+ 38.29% |
$136K - $167K
|
6.86K
$683K
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.88K+ 3.52% |
$135K - $166K
|
55.2K
$5.51M
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.83K+ 12.82% |
$132K - $161K
|
16.1K
$1.61M
|
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.8K+ 32.03% |
$130K - $159K
|
7.43K
$740K
|
|
|
Oct 21, 2022
Q3 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.76K+ 43.12% |
$126K - $155K
|
5.83K
$581K
|
|
|
Nov 09, 2022
Q3 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.65K+ 63.91% |
$119K - $145K
|
4.23K
$422K
|
|
|
Nov 10, 2022
Q3 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.62K+ 3.48% |
$117K - $143K
|
48.1K
$4.8M
|
|
|
Nov 07, 2022
Q3 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
1.62K+ 1.72% |
$117K - $143K
|
95.7K
$9.54M
|
|
|
Oct 12, 2022
Q3 2022
|
Harbor Group, Inc.
|
BUY
|
- |
1.62K+ 8.15% |
$116K - $142K
|
21.4K
$2.14M
|
|
|
Nov 03, 2022
Q3 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
1.59K+ 44.57% |
$114K - $140K
|
5.14K
$512K
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.58K+ 22.13% |
$114K - $139K
|
8.73K
$870K
|
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.58K+ 20.07% |
$114K - $139K
|
9.45K
$942K
|
|
|
Nov 09, 2022
Q3 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1.58K+ 19.5% |
$113K - $139K
|
9.66K
$963K
|
|
|
Oct 17, 2022
Q3 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.55K+ 39.04% |
$111K - $136K
|
5.51K
$549K
|
|
|
Oct 31, 2022
Q3 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
1.54K+ 1.14% |
$110K - $135K
|
137K
$13.6M
|
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.53K+ 42.83% |
$110K - $134K
|
5.09K
$507K
|
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.46K+ 37.1% |
$105K - $129K
|
5.41K
$539K
|
|
|
Nov 09, 2022
Q3 2022
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.45K+ 36.83% |
$104K - $127K
|
5.37K
$535K
|
|
|
Oct 17, 2022
Q3 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
1.43K+ 19.23% |
$103K - $126K
|
8.86K
$883K
|
|
|
Nov 09, 2022
Q3 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
1.4K+ 42.13% |
$100K - $123K
|
4.71K
$469K
|
|
|
Oct 26, 2022
Q3 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
1.39K+ 12.5% |
$99.7K - $122K
|
12.5K
$1.24M
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.38K+ 373.44% |
$99.1K - $121K
|
1.75K
$174K
|
|
|
Nov 08, 2022
Q3 2022
|
Nbt Bank N A
|
BUY
|
- |
1.38K+ 0.58% |
$99.1K - $121K
|
239K
$23.8M
|
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1.36K+ 98.55% |
$97.4K - $119K
|
2.73K
$272K
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.32K+ 364.92% |
$95K - $116K
|
1.68K
$168K
|
|
|
Oct 21, 2022
Q3 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.29K+ 43.96% |
$92.7K - $114K
|
4.22K
$421K
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.28K+ 2.55% |
$91.8K - $113K
|
51.4K
$5.12M
|
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.24K+ 4.02% |
$89.4K - $110K
|
32.2K
$3.21M
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
1.2K+ 10.19% |
$86.6K - $106K
|
13K
$1.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
1.19K+ 15.67% |
$85.3K - $104K
|
8.76K
$873K
|
|
|
Nov 10, 2022
Q3 2022
|
Staley Capital Advisers Inc
|
BUY
|
- |
1.16K+ 0.81% |
$83.3K - $102K
|
143K
$14.3M
|
|
|
Oct 12, 2022
Q3 2022
|
Sol Capital Management CO
|
BUY
|
- |
1.11K+ 11.26% |
$79.4K - $97.4K
|
10.9K
$1.09M
|
|
|
Oct 27, 2022
Q3 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.08K+ 5.78% |
$77.4K - $94.8K
|
19.7K
$1.96M
|
|
|
Nov 08, 2022
Q3 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.04K+ 40.28% |
$74.5K - $91.3K
|
3.61K
$360K
|
|
|
Nov 10, 2022
Q3 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
1.03K+ 1.98% |
$73.9K - $90.6K
|
53.1K
$5.29M
|
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
990+ 36.97% |
$71.2K - $87.2K
|
3.67K
$366K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
971+ 5.37% |
$69.8K - $85.6K
|
19.1K
$1.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
969+ 27.13% |
$69.7K - $85.4K
|
4.54K
$453K
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
933+ 21.1% |
$67.1K - $82.2K
|
5.35K
$534K
|
|
|
Nov 09, 2022
Q3 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
880+ 28.33% |
$63.3K - $77.5K
|
3.99K
$397K
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
862+ 159.33% |
$62K - $76K
|
1.4K
$140K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
838+ 15.16% |
$60.3K - $73.8K
|
6.37K
$634K
|
|
|
Nov 08, 2022
Q3 2022
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
837+ 2.31% |
$60.2K - $73.7K
|
37K
$3.69M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
819+ 10.52% |
$58.9K - $72.2K
|
8.61K
$858K
|
|
|
Oct 11, 2022
Q3 2022
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
816+ 2.23% |
$58.7K - $71.9K
|
37.4K
$3.73M
|