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 11, 2022
Q3 2022
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
816+ 2.23% |
$58.7K - $71.9K
|
37.4K
$3.91M
|
|
Nov 01, 2022
Q3 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
784+ 17.35% |
$56.4K - $69.1K
|
5.3K
$555K
|
|
Nov 10, 2022
Q3 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
771+ 1.34% |
$55.4K - $67.9K
|
58.4K
$6.11M
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
768+ 66.21% |
$55.2K - $67.7K
|
1.93K
$202K
|
|
Nov 10, 2022
Q3 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
754+ 9.21% |
$54.2K - $66.4K
|
8.94K
$936K
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
635+ 22.38% |
$45.7K - $55.9K
|
3.47K
$363K
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
635+ 22.38% |
$45.7K - $55.9K
|
3.47K
$363K
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
633+ 3.62% |
$45.5K - $55.8K
|
18.1K
$1.9M
|
|
Oct 24, 2022
Q3 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
518+ 4.11% |
$37.2K - $45.6K
|
13.1K
$1.37M
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
514+ 9.43% |
$37K - $45.3K
|
5.96K
$624K
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
507+ 1.06% |
$36.5K - $44.7K
|
48.1K
$5.04M
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
504+ 8.39% |
$36.2K - $44.4K
|
6.51K
$681K
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
504+ 13.5% |
$36.2K - $44.4K
|
4.24K
$443K
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
502+ 5.94% |
$36.1K - $44.2K
|
8.95K
$937K
|
|
Nov 07, 2022
Q3 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
461New |
$33.1K - $40.6K
|
461
$48.3K
|
|
Oct 17, 2022
Q3 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
455+ 11.74% |
$32.7K - $40.1K
|
4.33K
$453K
|
|
Nov 02, 2022
Q3 2022
|
Dubuque Bank & Trust CO
|
BUY
|
- |
443+ 0.12% |
$31.9K - $39K
|
360K
$37.7M
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
432+ 0.84% |
$31.1K - $38.1K
|
52.1K
$5.45M
|
|
Nov 09, 2022
Q3 2022
|
Rollins Financial
|
BUY
|
- |
411+ 7.0% |
$29.6K - $36.2K
|
6.28K
$657K
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
404+ 6.67% |
$29K - $35.6K
|
6.46K
$676K
|
|
Oct 28, 2022
Q3 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
402+ 16.13% |
$28.9K - $35.4K
|
2.9K
$303K
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
BUY
|
- |
400New |
$28.8K - $35.2K
|
400
$41.9K
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
376+ 142.97% |
$27K - $33.1K
|
639
$66.9K
|
|
Oct 31, 2022
Q3 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
338+ 8.9% |
$24.3K - $29.8K
|
4.14K
$433K
|
|
Aug 26, 2024
Q3 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
330+ 4.12% |
$23.7K - $29.1K
|
8.34K
$873K
|
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
321+ 10.21% |
$23.1K - $28.3K
|
3.47K
$363K
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
309New |
$22.2K - $27.2K
|
309
$32.3K
|
|
Nov 09, 2022
Q3 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
302+ 2.07% |
$21.7K - $26.6K
|
14.9K
$1.56M
|
|
Nov 03, 2022
Q3 2022
|
Amg National Trust Bank
|
BUY
|
- |
300+ 3.39% |
$21.6K - $26.4K
|
9.15K
$957K
|
|
Nov 02, 2022
Q3 2022
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
298+ 5.85% |
$21.4K - $26.3K
|
5.4K
$565K
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
295+ 44.1% |
$21.2K - $26K
|
964
$101K
|
|
Nov 14, 2022
Q3 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
291+ 0.63% |
$20.9K - $25.6K
|
46.3K
$4.84M
|
|
Nov 14, 2022
Q3 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
270+ 10.57% |
$19.4K - $23.8K
|
2.83K
$296K
|
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
259+ 14.82% |
$18.6K - $22.8K
|
2.01K
$210K
|
|
Nov 10, 2022
Q3 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
256+ 31.07% |
$18.4K - $22.6K
|
1.08K
$113K
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
256New |
$18.4K - $22.6K
|
256
$26.8K
|
|
Oct 20, 2022
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
251+ 1.64% |
$18K - $22.1K
|
15.5K
$1.62M
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
248+ 0.06% |
$17.8K - $21.9K
|
389K
$40.7M
|
|
Oct 26, 2022
Q3 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
229+ 2.72% |
$16.5K - $20.2K
|
8.66K
$907K
|
|
Nov 07, 2022
Q3 2022
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
203+ 4.25% |
$14.6K - $17.9K
|
4.98K
$521K
|
|
Oct 25, 2022
Q3 2022
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
199+ 6.69% |
$14.3K - $17.5K
|
3.17K
$332K
|
|
Nov 10, 2022
Q3 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
194+ 4.45% |
$13.9K - $17.1K
|
4.55K
$477K
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
190New |
$13.7K - $16.7K
|
190
$19.9K
|
|
May 15, 2024
Q3 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
182+ 1.61% |
$13.1K - $16K
|
11.5K
$1.2M
|
|
Feb 04, 2025
Q3 2022
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
174+ 1.09% |
$12.5K - $15.3K
|
16.1K
$1.68M
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
171+ 1.65% |
$12.3K - $15.1K
|
10.5K
$1.1M
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
162New |
$11.6K - $14.3K
|
162
$17K
|
|
Oct 20, 2022
Q3 2022
|
First Financial Corp
|
BUY
|
- |
154+ 18.33% |
$11.1K - $13.6K
|
994
$104K
|
|
Oct 12, 2022
Q3 2022
|
First Citizens Financial Corp
|
BUY
|
- |
149+ 3.15% |
$10.7K - $13.1K
|
4.88K
$511K
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
144New |
$10.4K - $12.7K
|
144
$15.1K
|