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 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
BUY
|
- |
80+ 0.45% |
$5.78K - $7.05K
|
17.9K
$1.74M
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
79+ 0.61% |
$5.7K - $6.96K
|
13.1K
$1.28M
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
78New |
$5.63K - $6.87K
|
78
$7.61K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
75New |
$5.42K - $6.61K
|
75
$7.32K
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
75+ 5.35% |
$5.42K - $6.61K
|
1.48K
$144K
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
70+ 0.53% |
$5.05K - $6.17K
|
13.2K
$1.29M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
66+ 0.35% |
$4.77K - $5.82K
|
19.1K
$1.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
65+ 13.8% |
$4.69K - $5.73K
|
536
$52.3K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
63+ 0.68% |
$4.55K - $5.55K
|
9.36K
$913K
|
|
|
Jan 24, 2023
Q4 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
62+ 0.04% |
$4.48K - $5.46K
|
152K
$14.8M
|
|
|
Jan 17, 2023
Q4 2022
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
59+ 39.33% |
$4.26K - $5.2K
|
209
$20.4K
|
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
56New |
$4.04K - $4.94K
|
56
$5.46K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
47New |
$3.39K - $4.14K
|
47
$4.59K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
46New |
$3.32K - $4.05K
|
46
$4.49K
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
43New |
$3.1K - $3.79K
|
43
$4.2K
|
|
|
Jan 11, 2023
Q4 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
43+ 0.4% |
$3.1K - $3.79K
|
10.8K
$1.05M
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
38+ 0.09% |
$2.74K - $3.35K
|
43.7K
$4.27M
|
|
|
Feb 06, 2023
Q4 2022
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
38+ 0.76% |
$2.74K - $3.35K
|
5.02K
$490K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
37+ 4.11% |
$2.67K - $3.26K
|
937
$91.4K
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
BUY
|
- |
36+ 0.06% |
$2.6K - $3.17K
|
55.5K
$5.41M
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
34New |
$2.45K - $3K
|
34
$3.32K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
34New |
$2.45K - $3K
|
34
$3.32K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
29New |
$2.09K - $2.56K
|
29
$2.83K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
27New |
$1.95K - $2.38K
|
27
$2.63K
|
|
|
Jan 30, 2023
Q4 2022
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
16New |
$1.16K - $1.41K
|
16
$1.56K
|
|
|
Jan 12, 2023
Q4 2022
|
Evensky & Katz LLC
|
BUY
|
- |
14+ 0.17% |
$1.01K - $1.23K
|
8.17K
$797K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
14+ 5.47% |
$1.01K - $1.23K
|
270
$26.3K
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
14New |
$1.01K - $1.23K
|
14
$1.37K
|
|
|
Jan 24, 2023
Q4 2022
|
Pachira Investments Inc.
|
BUY
|
- |
11+ 0.22% |
$794 - $970
|
5.05K
$493K
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
10+ 2.83% |
$722 - $881
|
363
$35.4K
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
8+ 0.68% |
$578 - $705
|
1.19K
$116K
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
7+ 0.21% |
$505 - $617
|
3.3K
$321K
|
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
7+ 0.18% |
$505 - $617
|
3.9K
$380K
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
7+ 0.08% |
$505 - $617
|
8.72K
$851K
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
6New |
$433 - $529
|
6
$585
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
6New |
$433 - $529
|
6
$585
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
2+ 0.19% |
$144 - $176
|
1.08K
$106K
|
|
|
Feb 01, 2023
Q4 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.19% |
$72.2 - $88.1
|
539
$52.6K
|
|
|
Jan 17, 2023
Q4 2022
|
First Financial Corp
|
BUY
|
- |
1+ 0.1% |
$72.2 - $88.1
|
995
$97.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1+ 2.7% |
$72.2 - $88.1
|
38
$3.71K
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-23- 4.66% |
$1.66K - $2.03K
|
471
$46K
|
|
|
Jan 20, 2023
Q4 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-24- 0.57% |
$1.73K - $2.12K
|
4.18K
$408K
|
|
|
Feb 06, 2023
Q4 2022
|
Wrapmanager Inc
|
SELL
|
- |
-31- 0.55% |
$2.24K - $2.73K
|
5.65K
$551K
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-33- 5.95% |
$2.38K - $2.91K
|
522
$50.9K
|
|
|
Jan 18, 2023
Q4 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-35- 2.63% |
$2.53K - $3.08K
|
1.3K
$126K
|
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
SELL
|
- |
-50- 58.14% |
$3.61K - $4.41K
|
36
$3.51K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-51- 0.8% |
$3.68K - $4.5K
|
6.31K
$616K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-58- 0.67% |
$4.19K - $5.11K
|
8.55K
$834K
|
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-64- 38.79% |
$4.62K - $5.64K
|
101
$9.85K
|