Purchases and Sales Made in Q2 2023 in Msci Eafe Growth ETF (EFG)
This table provides information about the institutional ownership of Msci Eafe Growth ETF (EFG) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
31New |
$2.89K - $3.01K
|
31
$3.22K
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
30+ 0.34% |
$2.79K - $2.91K
|
8.75K
$910K
|
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
29+ 0.88% |
$2.7K - $2.81K
|
3.32K
$345K
|
|
|
Jul 20, 2023
Q2 2023
|
Beacon Financial Group
|
BUY
|
- |
28+ 0.45% |
$2.61K - $2.71K
|
6.24K
$648K
|
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
26+ 0.67% |
$2.42K - $2.52K
|
3.92K
$408K
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
23+ 0.82% |
$2.14K - $2.23K
|
2.82K
$293K
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
18New |
$1.68K - $1.75K
|
18
$1.87K
|
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
18+ 0.37% |
$1.68K - $1.75K
|
4.93K
$512K
|
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
BUY
|
- |
15+ 0.7% |
$1.4K - $1.45K
|
2.16K
$224K
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
BUY
|
- |
14+ 0.1% |
$1.3K - $1.36K
|
14K
$1.46M
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
13New |
$1.21K - $1.26K
|
13
$1.35K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
12+ 0.97% |
$1.12K - $1.16K
|
1.25K
$129K
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
8+ 0.33% |
$745 - $776
|
2.44K
$254K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
5New |
$466 - $485
|
5
$520
|
|
|
Jul 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
4+ 0.74% |
$373 - $388
|
543
$56.4K
|
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
4+ 7.14% |
$373 - $388
|
60
$6.24K
|
|
|
Aug 14, 2023
Q2 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
2+ 0.04% |
$186 - $194
|
4.9K
$509K
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
2+ 0.63% |
$186 - $194
|
319
$33.2K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2+ 0.02% |
$186 - $194
|
8.93K
$928K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2+ 0.3% |
$186 - $194
|
669
$69.5K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.02% |
$186 - $194
|
9.93K
$1.03M
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 1.22% |
$93.2 - $97
|
83
$8.63K
|
|
|
Aug 07, 2023
Q2 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
1+ 1.61% |
$93.2 - $97
|
63
$6.55K
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$93.2 - $97
|
1
$104
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$93.2 - $97
|
1
$104
|
|
|
Jul 19, 2023
Q2 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1- 0.03% |
$93.2 - $97
|
3.2K
$333K
|
|
|
Oct 02, 2024
Q2 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-2- 0.01% |
$186 - $194
|
19.1K
$1.99M
|
|
|
Aug 09, 2023
Q2 2023
|
Ma Private Wealth
|
SELL
|
- |
-5- 0.02% |
$466 - $485
|
30.2K
$3.14M
|
|
|
Jul 28, 2023
Q2 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-7- 0.09% |
$652 - $679
|
7.65K
$795K
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-9- 0.29% |
$838 - $873
|
3.1K
$322K
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-11- 0.59% |
$1.02K - $1.07K
|
1.84K
$191K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-16- 1.35% |
$1.49K - $1.55K
|
1.17K
$122K
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-20- 0.5% |
$1.86K - $1.94K
|
3.96K
$411K
|
|
|
Aug 02, 2023
Q2 2023
|
Keystone Financial Services
|
SELL
|
- |
-21- 0.01% |
$1.96K - $2.04K
|
158K
$16.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-26- 0.23% |
$2.42K - $2.52K
|
11.4K
$1.18M
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-29- 0.05% |
$2.7K - $2.81K
|
56.4K
$5.86M
|
|
|
Aug 03, 2023
Q2 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-31- 35.63% |
$2.89K - $3.01K
|
56
$5.82K
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-32- 3.39% |
$2.98K - $3.1K
|
912
$94.8K
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-33- 97.06% |
$3.07K - $3.2K
|
1
$104
|
|
|
Jul 18, 2023
Q2 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-35- 0.89% |
$3.26K - $3.39K
|
3.91K
$407K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-37- 4.46% |
$3.45K - $3.59K
|
792
$82.3K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-39- 11.54% |
$3.63K - $3.78K
|
299
$31.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-40- 1.06% |
$3.73K - $3.88K
|
3.74K
$388K
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-46- 1.21% |
$4.28K - $4.46K
|
3.75K
$390K
|
|
|
Aug 08, 2023
Q2 2023
|
Family Firm, Inc.
|
SELL
|
- |
-49- 1.95% |
$4.56K - $4.75K
|
2.47K
$256K
|
|
|
Jul 17, 2023
Q2 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-53- 1.31% |
$4.94K - $5.14K
|
4K
$416K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-53- 89.83% |
$4.94K - $5.14K
|
6
$624
|
|
|
Jul 21, 2023
Q2 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-55- 0.68% |
$5.12K - $5.33K
|
8.06K
$838K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-55- 1.36% |
$5.12K - $5.33K
|
4K
$416K
|
|
|
Jul 31, 2023
Q2 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-58- 0.36% |
$5.4K - $5.62K
|
16.2K
$1.69M
|