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 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
46.6K+ 15.83% |
$3.36M - $4.1M
|
341K
$33.2M
|
|
Jan 17, 2023
Q4 2022
|
Forte Asset Management LLC
|
BUY
|
- |
46.6KNew |
$3.36M - $4.1M
|
46.6K
$4.54M
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
44.2KNew |
$3.19M - $3.9M
|
44.2K
$4.32M
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
43.9K+ 50.62% |
$3.17M - $3.87M
|
131K
$12.7M
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
42.5K+ 11.76% |
$3.07M - $3.75M
|
404K
$39.4M
|
|
Feb 23, 2023
Q4 2022
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
42.1KNew |
$3.04M - $3.71M
|
42.1K
$4.11M
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
40.9KNew |
$2.96M - $3.61M
|
40.9K
$3.99M
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
40.8KNew |
$2.95M - $3.6M
|
40.8K
$3.98M
|
|
Feb 21, 2023
Q4 2022
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
40.6KNew |
$2.93M - $3.58M
|
40.6K
$3.96M
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
40.6K+ 93.84% |
$2.93M - $3.58M
|
83.9K
$8.18M
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
40.2K+ 330.5% |
$2.91M - $3.55M
|
52.4K
$5.11M
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
38.7KNew |
$2.79M - $3.41M
|
38.7K
$3.77M
|
|
Jan 20, 2023
Q4 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
38.2KNew |
$2.76M - $3.36M
|
38.2K
$3.72M
|
|
Jan 20, 2023
Q4 2022
|
Domani Wealth, LLC
|
BUY
|
- |
36.7K+ 1250.77% |
$2.65M - $3.24M
|
39.6K
$3.87M
|
|
May 11, 2023
Q4 2022
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
34.8KNew |
$2.51M - $3.07M
|
34.8K
$3.4M
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
34.6K+ 114.54% |
$2.5M - $3.05M
|
64.8K
$6.32M
|
|
Feb 09, 2023
Q4 2022
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
34.5KNew |
$2.49M - $3.04M
|
34.5K
$3.36M
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
33.1K+ 10.44% |
$2.39M - $2.92M
|
350K
$34.2M
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
32.1K+ 30.35% |
$2.32M - $2.83M
|
138K
$13.5M
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
29.8K+ 20.87% |
$2.15M - $2.63M
|
173K
$16.9M
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
BUY
|
- |
29.4K+ 595.29% |
$2.12M - $2.59M
|
34.4K
$3.35M
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
29.1K+ 11.48% |
$2.1M - $2.57M
|
283K
$27.6M
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
28.5KNew |
$2.06M - $2.51M
|
28.5K
$2.78M
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
28.4K+ 15.78% |
$2.05M - $2.5M
|
208K
$20.3M
|
|
Feb 06, 2023
Q4 2022
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
28.4KNew |
$2.05M - $2.5M
|
28.4K
$2.77M
|
|
Feb 13, 2023
Q4 2022
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
26.4KNew |
$1.9M - $2.32M
|
26.4K
$2.57M
|
|
Feb 01, 2023
Q4 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
25.8KNew |
$1.87M - $2.28M
|
25.8K
$2.52M
|
|
Jan 12, 2023
Q4 2022
|
Bremer Bank National Association
|
BUY
|
- |
25.8KNew |
$1.86M - $2.27M
|
25.8K
$2.52M
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
24.6K+ 613.85% |
$1.78M - $2.17M
|
28.6K
$2.79M
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
23.8K+ 23.16% |
$1.72M - $2.1M
|
126K
$12.3M
|
|
Feb 01, 2023
Q4 2022
|
Keystone Financial Services
|
BUY
|
- |
21.8K+ 20.78% |
$1.58M - $1.92M
|
127K
$12.4M
|
|
Jan 25, 2023
Q4 2022
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
21.8KNew |
$1.57M - $1.92M
|
21.8K
$2.12M
|
|
Jan 31, 2023
Q4 2022
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
21.6KNew |
$1.56M - $1.9M
|
21.6K
$2.11M
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
21.4K+ 134.37% |
$1.55M - $1.89M
|
37.4K
$3.65M
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
21.1K+ 62.78% |
$1.52M - $1.86M
|
54.7K
$5.34M
|
|
Feb 14, 2023
Q4 2022
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
20.9KNew |
$1.51M - $1.85M
|
20.9K
$2.04M
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20.9K+ 73.22% |
$1.51M - $1.84M
|
49.4K
$4.82M
|
|
Jan 19, 2023
Q4 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
20.6K+ 55.21% |
$1.49M - $1.82M
|
57.9K
$5.65M
|
|
Jan 12, 2023
Q4 2022
|
Corundum Group, Inc.
|
BUY
|
- |
20.4KNew |
$1.47M - $1.8M
|
20.4K
$1.99M
|
|
Feb 07, 2023
Q4 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
19.1K+ 220.93% |
$1.38M - $1.68M
|
27.7K
$2.7M
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
18.8K+ 63.76% |
$1.36M - $1.66M
|
48.4K
$4.72M
|
|
Feb 01, 2023
Q4 2022
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
18.4K+ 22.05% |
$1.33M - $1.62M
|
102K
$9.91M
|
|
Feb 06, 2023
Q4 2022
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
18.1KNew |
$1.31M - $1.59M
|
18.1K
$1.76M
|
|
Jan 17, 2023
Q4 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
18.1K+ 34.64% |
$1.3M - $1.59M
|
70.2K
$6.85M
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
17.5KNew |
$1.26M - $1.54M
|
17.5K
$1.71M
|
|
Feb 02, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
16.9KNew |
$1.22M - $1.49M
|
16.9K
$1.65M
|
|
Feb 14, 2023
Q4 2022
|
Harding Loevner LP
Bridgewater, NJ |
BUY
|
- |
16.9K+ 85.46% |
$1.22M - $1.49M
|
36.6K
$3.58M
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
16.4K+ 35.53% |
$1.18M - $1.44M
|
62.4K
$6.09M
|
|
Jan 12, 2023
Q4 2022
|
Riverwater Partners LLC
|
BUY
|
- |
16.3KNew |
$1.17M - $1.43M
|
16.3K
$1.59M
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
16.1K+ 73.34% |
$1.16M - $1.42M
|
38.1K
$3.71M
|