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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
480New |
$34.7K - $42.3K
|
480
$46.8K
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
444New |
$32.1K - $39.1K
|
444
$43.3K
|
|
|
Jan 26, 2023
Q4 2022
|
Ballast Advisors LLC
|
BUY
|
- |
438+ 98.87% |
$31.6K - $38.6K
|
881
$86K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
437New |
$31.6K - $38.5K
|
437
$42.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
416+ 4.65% |
$30K - $36.7K
|
9.37K
$914K
|
|
|
Feb 06, 2023
Q4 2022
|
Hyman Charles D
|
BUY
|
- |
400+ 0.64% |
$28.9K - $35.3K
|
63.2K
$6.17M
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
393+ 32.78% |
$28.4K - $34.6K
|
1.59K
$155K
|
|
|
Feb 10, 2023
Q4 2022
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
388+ 0.62% |
$28K - $34.2K
|
63.1K
$6.15M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
383+ 201.58% |
$27.7K - $33.8K
|
573
$55.9K
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
370New |
$26.7K - $32.6K
|
370
$36.1K
|
|
|
Feb 03, 2023
Q4 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
350+ 4.5% |
$25.3K - $30.8K
|
8.13K
$793K
|
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
345+ 17.19% |
$24.9K - $30.4K
|
2.35K
$229K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
342New |
$24.7K - $30.1K
|
342
$33.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
332New |
$24K - $29.3K
|
332
$32.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
298+ 0.87% |
$21.5K - $26.3K
|
34.4K
$3.35M
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
285New |
$20.6K - $25.1K
|
285
$27.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
269+ 9.29% |
$19.4K - $23.7K
|
3.16K
$309K
|
|
|
Jan 11, 2023
Q4 2022
|
First Citizens Financial Corp
|
BUY
|
- |
234+ 4.8% |
$16.9K - $20.6K
|
5.11K
$499K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
226+ 2.61% |
$16.3K - $19.9K
|
8.88K
$866K
|
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
225+ 4.09% |
$16.2K - $19.8K
|
5.73K
$559K
|
|
|
Jan 18, 2023
Q4 2022
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
219+ 0.59% |
$15.8K - $19.3K
|
37.6K
$3.67M
|
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
217+ 1.67% |
$15.7K - $19.1K
|
13.2K
$1.29M
|
|
|
Jan 27, 2023
Q4 2022
|
Successful Portfolios LLC
|
BUY
|
- |
215+ 2.43% |
$15.5K - $19K
|
9.08K
$886K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
211New |
$15.2K - $18.6K
|
211
$20.6K
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
204+ 0.32% |
$14.7K - $18K
|
63.5K
$6.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
202+ 0.42% |
$14.6K - $17.8K
|
48.3K
$4.72M
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
189New |
$13.6K - $16.7K
|
189
$18.4K
|
|
|
Jan 31, 2023
Q4 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
188+ 2.24% |
$13.6K - $16.6K
|
8.6K
$839K
|
|
|
Feb 14, 2023
Q4 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
184+ 340.74% |
$13.3K - $16.2K
|
238
$23.2K
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
183New |
$13.2K - $16.1K
|
183
$17.9K
|
|
|
Jan 20, 2023
Q4 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
179+ 3.48% |
$12.9K - $15.8K
|
5.32K
$519K
|
|
|
Feb 14, 2023
Q4 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
170+ 1.01% |
$12.3K - $15K
|
17K
$1.66M
|
|
|
Jan 31, 2023
Q4 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
154+ 1.15% |
$11.1K - $13.6K
|
13.6K
$1.33M
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
151+ 3.12% |
$10.9K - $13.3K
|
5K
$487K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
150New |
$10.8K - $13.2K
|
150
$14.6K
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
147+ 161.54% |
$10.6K - $13K
|
238
$23.2K
|
|
|
Jan 19, 2023
Q4 2022
|
Arlington Partners LLC
|
BUY
|
- |
145New |
$10.5K - $12.8K
|
145
$14.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
144+ 3.84% |
$10.4K - $12.7K
|
3.89K
$380K
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
135+ 0.24% |
$9.75K - $11.9K
|
56.7K
$5.53M
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
130New |
$9.39K - $11.5K
|
130
$12.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
113+ 1.49% |
$8.16K - $9.96K
|
7.72K
$753K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
110New |
$7.94K - $9.7K
|
110
$10.7K
|
|
|
Feb 08, 2023
Q4 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
101+ 1.9% |
$7.29K - $8.9K
|
5.4K
$527K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
101+ 2.56% |
$7.29K - $8.9K
|
4.04K
$394K
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
BUY
|
- |
100+ 25.0% |
$7.22K - $8.81K
|
500
$48.8K
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
94+ 2.38% |
$6.79K - $8.29K
|
4.04K
$394K
|
|
|
Feb 09, 2023
Q4 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
84+ 1.1% |
$6.06K - $7.4K
|
7.74K
$755K
|
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
83+ 2.24% |
$5.99K - $7.32K
|
3.79K
$370K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
83+ 1.07% |
$5.99K - $7.32K
|
7.82K
$763K
|
|
|
Jan 30, 2023
Q4 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
82+ 0.42% |
$5.92K - $7.23K
|
19.8K
$1.93M
|