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 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-1.19K- 1.92% |
$85.9K - $105K
|
60.9K
$5.97M
|
|
|
Jan 19, 2023
Q4 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-1.21K- 8.78% |
$87.6K - $107K
|
12.6K
$1.24M
|
|
|
Jan 31, 2023
Q4 2022
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1.23K- 9.81% |
$89K - $109K
|
11.3K
$1.11M
|
|
|
Jan 26, 2023
Q4 2022
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-1.24K- 9.41% |
$89.2K - $109K
|
11.9K
$1.17M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-1.24K- 11.77% |
$89.6K - $109K
|
9.3K
$912K
|
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.26K- 14.04% |
$90.6K - $111K
|
7.68K
$754K
|
|
|
Feb 07, 2023
Q4 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-1.27K- 6.83% |
$91.3K - $111K
|
17.2K
$1.69M
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.32K- 24.64% |
$95.2K - $116K
|
4.04K
$396K
|
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.37K- 1.97% |
$98.8K - $121K
|
68K
$6.67M
|
|
|
Feb 06, 2023
Q4 2022
|
Rollins Financial
|
SELL
|
- |
-1.38K- 21.91% |
$99.3K - $121K
|
4.9K
$481K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.41K- 8.76% |
$102K - $124K
|
14.7K
$1.44M
|
|
|
Feb 07, 2023
Q4 2022
|
Ma Private Wealth
|
SELL
|
- |
-1.42K- 3.53% |
$102K - $125K
|
38.7K
$3.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.43K- 7.89% |
$103K - $126K
|
16.6K
$1.63M
|
|
|
Feb 09, 2023
Q4 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.44K- 28.24% |
$104K - $127K
|
3.65K
$358K
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.48K- 34.55% |
$107K - $130K
|
2.8K
$275K
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.52K- 4.34% |
$110K - $134K
|
33.5K
$3.29M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.54K- 8.24% |
$111K - $136K
|
17.2K
$1.68M
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1.68K- 81.29% |
$121K - $148K
|
386
$37.9K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-1.71K- 24.45% |
$123K - $151K
|
5.28K
$518K
|
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-1.73K- 5.96% |
$125K - $153K
|
27.3K
$2.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-1.76K- 24.93% |
$127K - $155K
|
5.3K
$520K
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.86K- 5.8% |
$135K - $164K
|
30.2K
$2.97M
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
SELL
|
- |
-1.91K- 11.72% |
$138K - $169K
|
14.4K
$1.41M
|
|
|
Sep 12, 2023
Q4 2022
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.94K- 48.04% |
$140K - $171K
|
2.09K
$205K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.05K- 6.06% |
$148K - $180K
|
31.7K
$3.11M
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-2.19K- 24.73% |
$158K - $193K
|
6.67K
$654K
|
|
|
Jan 30, 2023
Q4 2022
|
Paragon Advisors, LLC
|
SELL
|
- |
-2.2K- 10.45% |
$159K - $194K
|
18.9K
$1.85M
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-2.22K- 9.71% |
$160K - $195K
|
20.6K
$2.02M
|
|
|
Jan 30, 2023
Q4 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-2.23K- 5.52% |
$161K - $197K
|
38.2K
$3.74M
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-2.25K- 11.84% |
$163K - $199K
|
16.8K
$1.64M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.27K- 2.46% |
$164K - $200K
|
90K
$8.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-2.31K- 20.55% |
$167K - $204K
|
8.93K
$876K
|
|
|
Feb 02, 2023
Q4 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-2.33K- 10.48% |
$168K - $205K
|
19.9K
$1.95M
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-2.33K- 18.19% |
$168K - $206K
|
10.5K
$1.03M
|
|
|
Jan 26, 2023
Q4 2022
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-2.39K- 9.07% |
$173K - $211K
|
24K
$2.35M
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-2.4K- 15.12% |
$173K - $212K
|
13.5K
$1.32M
|
|
|
Mar 08, 2023
Q4 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2.45K- 29.23% |
$177K - $216K
|
5.93K
$581K
|
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-2.45K- 21.55% |
$177K - $216K
|
8.93K
$876K
|
|
|
Jan 23, 2023
Q4 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-2.47K- 35.37% |
$178K - $218K
|
4.51K
$442K
|
|
|
Feb 14, 2023
Q4 2022
|
Staley Capital Advisers Inc
|
SELL
|
- |
-2.49K- 1.74% |
$180K - $220K
|
141K
$13.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-2.53K- 29.45% |
$183K - $223K
|
6.07K
$595K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-2.62K- 3.06% |
$189K - $231K
|
83K
$8.15M
|
|
|
Jan 23, 2023
Q4 2022
|
Rhs Financial, LLC
|
SELL
|
- |
-2.66K- 42.81% |
$192K - $234K
|
3.55K
$348K
|
|
|
Feb 10, 2023
Q4 2022
|
Patten Group, Inc.
|
SELL
|
- |
-2.84K- 11.63% |
$205K - $250K
|
21.6K
$2.12M
|
|
|
Feb 02, 2023
Q4 2022
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-2.88K- 13.75% |
$208K - $254K
|
18.1K
$1.77M
|
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.91K- 3.63% |
$210K - $257K
|
77.3K
$7.58M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.92K- 10.55% |
$210K - $257K
|
24.7K
$2.42M
|
|
|
Feb 15, 2023
Q4 2022
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-2.99K- 46.11% |
$216K - $264K
|
3.5K
$343K
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-3.05K- 78.6% |
$220K - $268K
|
829
$81.3K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.05K- 34.93% |
$220K - $269K
|
5.68K
$557K
|