Latest Institutional Transactions on Msci Eafe Growth ETF (EFG)
This table provides information on the latest institutional transactions involving Msci Eafe Growth ETF (EFG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
8New |
$675 - $749
|
8
$786
|
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
3.21KNew |
$271K - $301K
|
3.21K
$316K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-147- 61.76% |
$12.4K - $13.8K
|
91
$8.94K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
91New |
$7.68K - $8.52K
|
91
$8.94K
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
2.36KNew |
$199K - $221K
|
2.36K
$231K
|
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-39- 24.07% |
$3.29K - $3.65K
|
123
$12.1K
|
|
|
Apr 26, 2023
Q1 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-556- 20.23% |
$46.9K - $52.1K
|
2.19K
$215K
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-59- 49.17% |
$4.98K - $5.53K
|
61
$5.99K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
46New |
$3.88K - $4.31K
|
46
$4.52K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-37- 3.95% |
$3.12K - $3.47K
|
900
$88.4K
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
BUY
|
- |
877+ 9.66% |
$74K - $82.2K
|
9.95K
$978K
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
BUY
|
- |
3.54KNew |
$299K - $332K
|
3.54K
$348K
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
BUY
|
- |
5.92K+ 14.94% |
$500K - $555K
|
45.6K
$4.48M
|
|
|
Apr 14, 2023
Q1 2023
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-637- 20.74% |
$53.7K - $59.7K
|
2.44K
$239K
|
|
|
Apr 12, 2023
Q1 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
8.89KNew |
$750K - $833K
|
8.89K
$874K
|
|
| Q4 2022 | |||||||
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-12.7KClosed |
$916K - $1.12M
|
0
$0
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
130New |
$9.39K - $11.5K
|
130
$12.8K
|
|
|
Feb 28, 2023
Q4 2022
|
Orin Green Financial, LLC
|
BUY
|
- |
2.56KNew |
$185K - $226K
|
2.56K
$252K
|
|
|
Feb 15, 2023
Q4 2022
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-10K- 79.56% |
$725K - $885K
|
2.58K
$253K
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
444New |
$32.1K - $39.1K
|
444
$43.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
569+ 59.02% |
$41.1K - $50.2K
|
1.53K
$151K
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
6New |
$433 - $529
|
6
$590
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.16KNew |
$228K - $279K
|
3.16K
$311K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-23- 4.66% |
$1.66K - $2.03K
|
471
$46.3K
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-165- 49.55% |
$11.9K - $14.5K
|
168
$16.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-921- 14.15% |
$66.5K - $81.2K
|
5.59K
$549K
|
|
|
Feb 14, 2023
Q4 2022
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-98.3K- 97.04% |
$7.1M - $8.66M
|
3K
$295K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
29New |
$2.09K - $2.56K
|
29
$2.85K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
27New |
$1.95K - $2.38K
|
27
$2.65K
|
|
|
Feb 13, 2023
Q4 2022
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.06KNew |
$221K - $270K
|
3.06K
$301K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
40.2K+ 330.5% |
$2.91M - $3.55M
|
52.4K
$5.15M
|
|
|
Feb 10, 2023
Q4 2022
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
12KNew |
$867K - $1.06M
|
12K
$1.18M
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-34.5K- 81.13% |
$2.49M - $3.04M
|
8.01K
$787K
|
|
|
Feb 10, 2023
Q4 2022
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-56.6K- 93.39% |
$4.09M - $4.99M
|
4.01K
$394K
|
|
|
Feb 10, 2023
Q4 2022
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
4.48KNew |
$324K - $395K
|
4.48K
$440K
|
|
|
Feb 09, 2023
Q4 2022
|
Renasant Bank
|
BUY
|
- |
3.28KNew |
$237K - $289K
|
3.28K
$322K
|
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
480New |
$34.7K - $42.3K
|
480
$47.2K
|
|
|
Feb 09, 2023
Q4 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
2.41KNew |
$174K - $212K
|
2.41K
$236K
|
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
BUY
|
- |
6.14KNew |
$443K - $541K
|
6.14K
$603K
|
|
|
Feb 09, 2023
Q4 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-607- 16.82% |
$43.8K - $53.5K
|
3K
$295K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
150New |
$10.8K - $13.2K
|
150
$14.7K
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
19.1K+ 220.93% |
$1.38M - $1.68M
|
27.7K
$2.72M
|
|
|
Feb 06, 2023
Q4 2022
|
Stegner Investment Associates Inc.
|
BUY
|
- |
695+ 18.57% |
$50.2K - $61.3K
|
4.44K
$436K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1.24K+ 7.25% |
$89.5K - $109K
|
18.3K
$1.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
14+ 5.47% |
$1.01K - $1.23K
|
270
$26.5K
|
|
|
Feb 06, 2023
Q4 2022
|
Navalign, LLC
|
BUY
|
- |
6.64KNew |
$479K - $585K
|
6.64K
$652K
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.28KNew |
$165K - $201K
|
2.28K
$224K
|
|
|
Feb 03, 2023
Q4 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
75.6KNew |
$5.46M - $6.66M
|
75.6K
$7.42M
|
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
SELL
|
- |
-890- 25.45% |
$64.3K - $78.4K
|
2.61K
$256K
|
|