Purchases and Sales Made in Q4 2022 in Msci Eafe Growth ETF (EFG)
This table provides information about the institutional ownership of Msci Eafe Growth ETF (EFG) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
SELL
|
- |
-378- 38.1% |
$27.3K - $33.3K
|
614
$59.9K
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
SELL
|
- |
-399- 12.54% |
$28.8K - $35.2K
|
2.78K
$272K
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-400- 3.63% |
$28.9K - $35.3K
|
10.6K
$1.04M
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-433- 11.75% |
$31.3K - $38.2K
|
3.25K
$317K
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-482- 0.8% |
$34.8K - $42.5K
|
59.8K
$5.83M
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-485- 8.97% |
$35K - $42.7K
|
4.92K
$480K
|
|
|
Jan 23, 2023
Q4 2022
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-486- 3.89% |
$35.1K - $42.8K
|
12K
$1.17M
|
|
|
Feb 10, 2023
Q4 2022
|
Nbt Bank N A
|
SELL
|
- |
-496- 0.21% |
$35.8K - $43.7K
|
238K
$23.2M
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-533- 8.33% |
$38.5K - $47K
|
5.87K
$572K
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-586- 7.87% |
$42.3K - $51.7K
|
6.86K
$669K
|
|
|
Feb 09, 2023
Q4 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-596- 14.09% |
$43K - $52.5K
|
3.63K
$354K
|
|
|
Feb 06, 2023
Q4 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-601- 1.13% |
$43.4K - $53K
|
52.5K
$5.12M
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-603- 20.07% |
$43.5K - $53.1K
|
2.4K
$234K
|
|
|
Jan 10, 2023
Q4 2022
|
Vigilare Wealth Management
|
SELL
|
- |
-604- 16.16% |
$43.6K - $53.2K
|
3.13K
$306K
|
|
|
Feb 09, 2023
Q4 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-607- 16.82% |
$43.8K - $53.5K
|
3K
$293K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-610- 0.78% |
$44K - $53.8K
|
77.5K
$7.56M
|
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-642- 15.21% |
$46.4K - $56.6K
|
3.58K
$349K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-700- 37.43% |
$50.5K - $61.7K
|
1.17K
$114K
|
|
|
Jan 05, 2023
Q4 2022
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-700- 1.03% |
$50.5K - $61.7K
|
67.4K
$6.57M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-706- 2.44% |
$51K - $62.2K
|
28.3K
$2.76M
|
|
|
Jan 20, 2023
Q4 2022
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-718- 9.01% |
$51.8K - $63.3K
|
7.25K
$708K
|
|
|
Jan 25, 2023
Q4 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-721- 18.09% |
$52.1K - $63.5K
|
3.27K
$319K
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-750- 7.13% |
$54.2K - $66.1K
|
9.77K
$953K
|
|
|
Jan 18, 2023
Q4 2022
|
Atlas Private Wealth Management
|
SELL
|
- |
-757- 8.74% |
$54.7K - $66.7K
|
7.9K
$771K
|
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-775- 25.03% |
$56K - $68.3K
|
2.32K
$226K
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-798- 1.63% |
$57.6K - $70.3K
|
48.2K
$4.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-803- 6.19% |
$58K - $70.8K
|
12.2K
$1.19M
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-804- 5.54% |
$58K - $70.9K
|
13.7K
$1.34M
|
|
|
Jan 19, 2023
Q4 2022
|
Marion Wealth Management
|
SELL
|
- |
-812- 21.87% |
$58.6K - $71.6K
|
2.9K
$283K
|
|
|
Jan 19, 2023
Q4 2022
|
Beacon Financial Group
|
SELL
|
- |
-835- 18.54% |
$60.3K - $73.6K
|
3.67K
$358K
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-861- 23.47% |
$62.2K - $75.9K
|
2.81K
$274K
|
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
SELL
|
- |
-890- 25.45% |
$64.3K - $78.4K
|
2.61K
$254K
|
|
|
Feb 14, 2023
Q4 2022
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-895- 7.6% |
$64.6K - $78.9K
|
10.9K
$1.06M
|
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-899- 8.1% |
$64.9K - $79.2K
|
10.2K
$995K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-921- 14.15% |
$66.5K - $81.2K
|
5.59K
$545K
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-948- 10.04% |
$68.4K - $83.6K
|
8.5K
$829K
|
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-949- 8.72% |
$68.5K - $83.6K
|
9.93K
$969K
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-953- 3.56% |
$68.8K - $84K
|
25.8K
$2.52M
|
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-959- 19.88% |
$69.2K - $84.5K
|
3.86K
$377K
|
|
|
Jan 13, 2023
Q4 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-977- 10.51% |
$70.5K - $86.1K
|
8.32K
$812K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.05K- 62.33% |
$75.7K - $92.5K
|
634
$61.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.05K- 44.17% |
$75.7K - $92.5K
|
1.33K
$129K
|
|
|
Jan 17, 2023
Q4 2022
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-1.07K- 4.05% |
$77.4K - $94.5K
|
25.4K
$2.48M
|
|
|
Feb 01, 2023
Q4 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-1.13K- 6.49% |
$81.4K - $99.4K
|
16.3K
$1.59M
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-1.13K- 23.07% |
$81.5K - $99.5K
|
3.77K
$367K
|
|
|
Feb 14, 2023
Q4 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.15K- 9.86% |
$82.8K - $101K
|
10.5K
$1.02M
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.15K- 6.53% |
$82.9K - $101K
|
16.4K
$1.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.15K- 8.46% |
$83K - $101K
|
12.4K
$1.21M
|
|
|
Jan 25, 2023
Q4 2022
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-1.17K- 11.49% |
$84.5K - $103K
|
9.02K
$880K
|
|
|
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-1.18K- 25.09% |
$85.2K - $104K
|
3.52K
$344K
|