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 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.05K- 34.93% |
$220K - $269K
|
5.68K
$557K
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-3.1K- 42.4% |
$224K - $273K
|
4.21K
$413K
|
|
|
Jan 23, 2023
Q4 2022
|
Lantz Financial LLC
|
SELL
|
- |
-3.11K- 11.72% |
$225K - $274K
|
23.4K
$2.3M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.12K- 39.89% |
$225K - $275K
|
4.7K
$460K
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-3.2K- 21.34% |
$231K - $282K
|
11.8K
$1.16M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.23K- 3.57% |
$233K - $285K
|
87.3K
$8.55M
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-3.27K- 7.83% |
$236K - $288K
|
38.4K
$3.77M
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-3.27K- 18.18% |
$236K - $288K
|
14.7K
$1.44M
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-3.32K- 44.72% |
$240K - $293K
|
4.11K
$402K
|
|
|
Jan 27, 2023
Q4 2022
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-3.35K- 11.24% |
$242K - $295K
|
26.5K
$2.59M
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.38K- 39.73% |
$244K - $298K
|
5.12K
$502K
|
|
|
Feb 13, 2023
Q4 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-3.41K- 30.43% |
$246K - $300K
|
7.79K
$763K
|
|
|
Feb 09, 2023
Q4 2022
|
Omega Financial Group, LLC
|
SELL
|
- |
-3.48K- 7.87% |
$251K - $307K
|
40.8K
$3.99M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-3.5K- 54.3% |
$253K - $308K
|
2.95K
$289K
|
|
|
Jan 24, 2023
Q4 2022
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-3.52K- 8.63% |
$254K - $310K
|
37.3K
$3.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-3.63K- 49.9% |
$262K - $320K
|
3.64K
$357K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.67K- 8.43% |
$265K - $324K
|
39.9K
$3.91M
|
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-3.72K- 11.95% |
$269K - $328K
|
27.4K
$2.69M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3.77K- 5.21% |
$272K - $332K
|
68.6K
$6.72M
|
|
|
Feb 09, 2023
Q4 2022
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-4.01K- 3.25% |
$290K - $354K
|
119K
$11.7M
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-4.09K- 3.3% |
$295K - $361K
|
120K
$11.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.12K- 32.96% |
$298K - $363K
|
8.39K
$822K
|
|
|
Feb 13, 2023
Q4 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-4.18K- 6.11% |
$301K - $368K
|
64.2K
$6.29M
|
|
|
Feb 03, 2023
Q4 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.33K- 8.5% |
$313K - $382K
|
46.6K
$4.57M
|
|
|
Feb 07, 2023
Q4 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-4.63K- 10.23% |
$334K - $408K
|
40.6K
$3.98M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.63K- 13.97% |
$334K - $408K
|
28.5K
$2.79M
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-4.79K- 11.54% |
$346K - $422K
|
36.7K
$3.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.82K- 0.38% |
$348K - $425K
|
1.27M
$125M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-4.88K- 6.58% |
$352K - $430K
|
69.2K
$6.79M
|
|
|
Jan 19, 2023
Q4 2022
|
Provident Wealth Management, LLC
|
SELL
|
- |
-5.03K- 28.72% |
$363K - $444K
|
12.5K
$1.22M
|
|
|
Jan 31, 2023
Q4 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-5.07K- 1.9% |
$366K - $447K
|
261K
$25.6M
|
|
|
Jan 25, 2023
Q4 2022
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-5.19K- 41.76% |
$375K - $458K
|
7.24K
$710K
|
|
|
Feb 01, 2023
Q4 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-5.34K- 20.65% |
$385K - $470K
|
20.5K
$2.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-5.59K- 36.24% |
$403K - $492K
|
9.83K
$963K
|
|
|
Jan 20, 2023
Q4 2022
|
Stone House Investment Management, LLC
|
SELL
|
- |
-6.03K- 5.25% |
$436K - $532K
|
109K
$10.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-6.17K- 14.17% |
$445K - $544K
|
37.3K
$3.66M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-6.18K- 14.67% |
$446K - $545K
|
36K
$3.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-6.41K- 39.7% |
$463K - $565K
|
9.74K
$954K
|
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-6.44K- 23.16% |
$465K - $567K
|
21.4K
$2.09M
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-6.45K- 27.69% |
$466K - $569K
|
16.8K
$1.65M
|
|
|
Feb 02, 2023
Q4 2022
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-6.46K- 38.78% |
$466K - $569K
|
10.2K
$1M
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
SELL
|
- |
-6.55K- 71.57% |
$473K - $577K
|
2.6K
$255K
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-6.64K- 37.11% |
$479K - $585K
|
11.3K
$1.1M
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-6.68K- 33.59% |
$482K - $589K
|
13.2K
$1.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-6.86K- 9.95% |
$495K - $605K
|
62.1K
$6.08M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-6.92K- 6.1% |
$500K - $610K
|
107K
$10.4M
|
|
|
Jan 25, 2023
Q4 2022
|
One Advisory Partners, LLC
|
SELL
|
- |
-6.94K- 6.15% |
$501K - $611K
|
106K
$10.4M
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-7.14K- 5.17% |
$515K - $629K
|
131K
$12.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-7.58K- 9.96% |
$547K - $668K
|
68.5K
$6.71M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-7.59K- 11.03% |
$548K - $669K
|
61.2K
$6M
|