Latest Institutional Purchases of Msci Eafe Growth ETF (EFG)
This list provides information on the latest institutional transactions involving Msci Eafe Growth ETF (EFG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2023
Q2 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.4K+ 60.88% |
$410K - $427K
|
11.6K
$1.29M
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
4.05K+ 38.56% |
$377K - $393K
|
14.6K
$1.62M
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
BUY
|
- |
3.47KNew |
$323K - $336K
|
3.47K
$386K
|
|
|
Aug 15, 2023
Q2 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
2.91KNew |
$271K - $282K
|
2.91K
$324K
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.49KNew |
$232K - $242K
|
2.49K
$277K
|
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
BUY
|
- |
2.33KNew |
$217K - $226K
|
2.33K
$259K
|
|
|
Jul 21, 2023
Q2 2023
|
Columbus Macro, LLC
|
BUY
|
- |
2.3KNew |
$214K - $223K
|
2.3K
$256K
|
|
|
Jul 26, 2023
Q2 2023
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
2.27KNew |
$211K - $220K
|
2.27K
$253K
|
|
|
Aug 11, 2023
Q2 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
2.25KNew |
$210K - $218K
|
2.25K
$251K
|
|
|
Aug 10, 2023
Q2 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
2.1KNew |
$196K - $204K
|
2.1K
$234K
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
641New |
$59.7K - $62.1K
|
641
$71.4K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
514New |
$47.9K - $49.8K
|
514
$57.2K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
326New |
$30.4K - $31.6K
|
326
$36.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
293+ 3.99% |
$27.3K - $28.4K
|
7.64K
$850K
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
270New |
$25.2K - $26.2K
|
270
$30.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
243New |
$22.6K - $23.6K
|
243
$27.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
200New |
$18.6K - $19.4K
|
200
$22.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
200New |
$18.6K - $19.4K
|
200
$22.3K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
191New |
$17.8K - $18.5K
|
191
$21.3K
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
99New |
$9.22K - $9.6K
|
99
$11K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
85New |
$7.92K - $8.24K
|
85
$9.46K
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
83New |
$7.73K - $8.05K
|
83
$9.24K
|
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
BUY
|
- |
48New |
$4.47K - $4.65K
|
48
$5.34K
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
18New |
$1.68K - $1.75K
|
18
$2K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
13New |
$1.21K - $1.26K
|
13
$1.45K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
5New |
$466 - $485
|
5
$557
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$93.2 - $97
|
1
$111
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.2MNew |
$101M - $112M
|
1.2M
$133M
|
|
|
May 05, 2023
Q1 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
64.2K+ 339.85% |
$5.41M - $6.01M
|
83K
$9.24M
|
|
|
May 15, 2023
Q1 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
9.51K+ 22.27% |
$802K - $891K
|
52.2K
$5.81M
|
|
|
Apr 12, 2023
Q1 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
8.89KNew |
$750K - $833K
|
8.89K
$990K
|
|
|
May 11, 2023
Q1 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
7.16KNew |
$604K - $671K
|
7.16K
$797K
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
BUY
|
- |
5.92K+ 14.94% |
$500K - $555K
|
45.6K
$5.07M
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
3.59KNew |
$303K - $336K
|
3.59K
$400K
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
BUY
|
- |
3.54KNew |
$299K - $332K
|
3.54K
$394K
|
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
3.21KNew |
$271K - $301K
|
3.21K
$358K
|
|
|
May 09, 2023
Q1 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1.59KNew |
$134K - $149K
|
1.59K
$177K
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
BUY
|
- |
877+ 9.66% |
$74K - $82.2K
|
9.95K
$1.11M
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
332+ 6.99% |
$28K - $31.1K
|
5.08K
$566K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
186New |
$15.7K - $17.4K
|
186
$20.7K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
91New |
$7.68K - $8.52K
|
91
$10.1K
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
84New |
$7.09K - $7.87K
|
84
$9.35K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
61New |
$5.15K - $5.71K
|
61
$6.79K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
49New |
$4.13K - $4.59K
|
49
$5.45K
|
|
|
May 12, 2023
Q1 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
19New |
$1.6K - $1.78K
|
19
$2.12K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
10+ 1000.0% |
$844 - $937
|
11
$1.22K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
8New |
$675 - $749
|
8
$891
|
|
| Q4 2022 | |||||||
|
Feb 03, 2023
Q4 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
75.6KNew |
$5.46M - $6.66M
|
75.6K
$8.41M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
40.2K+ 330.5% |
$2.91M - $3.55M
|
52.4K
$5.84M
|
|
|
Jan 31, 2023
Q4 2022
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
21.6KNew |
$1.56M - $1.9M
|
21.6K
$2.4M
|
|