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 17, 2022
Q3 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
137+ 1.79% |
$9.85K - $12.1K
|
7.78K
$814K
|
|
|
Oct 28, 2022
Q3 2022
|
Addison Advisors LLC
|
BUY
|
- |
120New |
$8.63K - $10.6K
|
120
$12.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
119+ 33.81% |
$8.56K - $10.5K
|
471
$49.3K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
98+ 31.21% |
$7.05K - $8.63K
|
412
$43.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Wrapmanager Inc
|
BUY
|
- |
91+ 1.63% |
$6.54K - $8.02K
|
5.68K
$595K
|
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
86+ 430.0% |
$6.18K - $7.58K
|
106
$11.1K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
82+ 1.31% |
$5.9K - $7.23K
|
6.36K
$665K
|
|
|
Nov 14, 2022
Q3 2022
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
70+ 1.12% |
$5.03K - $6.17K
|
6.34K
$664K
|
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
68+ 10.04% |
$4.89K - $5.99K
|
745
$78K
|
|
|
Oct 20, 2022
Q3 2022
|
Country Trust Bank
|
BUY
|
- |
58New |
$4.17K - $5.11K
|
58
$6.07K
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
55New |
$3.95K - $4.85K
|
55
$5.76K
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
52+ 0.89% |
$3.74K - $4.58K
|
5.88K
$615K
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
49+ 24.14% |
$3.52K - $4.32K
|
252
$26.4K
|
|
|
Oct 12, 2022
Q3 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
49+ 24.5% |
$3.52K - $4.32K
|
249
$26.1K
|
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
48+ 6.74% |
$3.45K - $4.23K
|
760
$79.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
47+ 1.57% |
$3.38K - $4.14K
|
3.04K
$318K
|
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
41+ 0.81% |
$2.95K - $3.61K
|
5.11K
$535K
|
|
|
Oct 25, 2022
Q3 2022
|
New Square Capital LLC
|
BUY
|
- |
38New |
$2.73K - $3.35K
|
38
$3.98K
|
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
37New |
$2.66K - $3.26K
|
37
$3.87K
|
|
|
Nov 09, 2022
Q3 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
37+ 0.76% |
$2.66K - $3.26K
|
4.94K
$517K
|
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
34+ 0.25% |
$2.44K - $3K
|
13.6K
$1.42M
|
|
|
Nov 07, 2022
Q3 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
26+ 0.87% |
$1.87K - $2.29K
|
3K
$314K
|
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
24+ 3.46% |
$1.73K - $2.11K
|
717
$75.1K
|
|
|
Oct 21, 2022
Q3 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
20+ 3.86% |
$1.44K - $1.76K
|
538
$56.3K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
17New |
$1.22K - $1.5K
|
17
$1.78K
|
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
BUY
|
- |
15New |
$1.08K - $1.32K
|
15
$1.57K
|
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
15New |
$1.08K - $1.32K
|
15
$1.57K
|
|
|
Oct 31, 2022
Q3 2022
|
Wolff Financial Management LLC
|
BUY
|
- |
14+ 0.09% |
$1.01K - $1.23K
|
16.2K
$1.69M
|
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
10+ 2.83% |
$719 - $881
|
363
$38K
|
|
|
Oct 13, 2022
Q3 2022
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
7+ 4.9% |
$503 - $617
|
150
$15.7K
|
|
|
Nov 09, 2022
Q3 2022
|
Highland Capital Management, LLC
|
BUY
|
- |
2+ 0.04% |
$144 - $176
|
4.48K
$469K
|
|
|
Nov 21, 2022
Q3 2022
|
Bray Capital Advisors
|
BUY
|
- |
2New |
$144 - $176
|
2
$209
|
|
|
Nov 14, 2022
Q3 2022
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-7- 4.07% |
$503 - $617
|
165
$17.3K
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-10- 0.34% |
$719 - $881
|
2.91K
$305K
|
|
|
Nov 04, 2022
Q3 2022
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-16- 8.99% |
$1.15K - $1.41K
|
162
$17K
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-17- 0.41% |
$1.22K - $1.5K
|
4.1K
$429K
|
|
|
Oct 19, 2022
Q3 2022
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-20- 0.36% |
$1.44K - $1.76K
|
5.47K
$573K
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-25- 0.07% |
$1.8K - $2.2K
|
34.6K
$3.63M
|
|
|
Nov 14, 2022
Q3 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-26- 0.6% |
$1.87K - $2.29K
|
4.28K
$448K
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-35- 83.33% |
$2.52K - $3.08K
|
7
$733
|
|
|
Nov 08, 2022
Q3 2022
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-39- 1.17% |
$2.8K - $3.44K
|
3.31K
$346K
|
|
|
Nov 03, 2022
Q3 2022
|
Integrity Financial Corp
|
SELL
|
- |
-39- 3.78% |
$2.8K - $3.44K
|
992
$104K
|
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-41- 28.47% |
$2.95K - $3.61K
|
103
$10.8K
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-45Closed |
$3.24K - $3.96K
|
0
$0
|
|
|
Nov 03, 2022
Q3 2022
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-52- 45.22% |
$3.74K - $4.58K
|
63
$6.59K
|
|
|
Oct 26, 2022
Q3 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-53- 1.6% |
$3.81K - $4.67K
|
3.27K
$342K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
SELL
|
- |
-53- 11.55% |
$3.81K - $4.67K
|
406
$42.5K
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
SELL
|
- |
-55- 8.15% |
$3.95K - $4.85K
|
620
$64.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-59- 0.7% |
$4.24K - $5.2K
|
8.41K
$880K
|
|
|
Nov 04, 2022
Q3 2022
|
Cypress Capital Group
|
SELL
|
- |
-65- 0.95% |
$4.67K - $5.73K
|
6.79K
$711K
|