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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2023
Q2 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-375- 1.29% |
$34.9K - $36.4K
|
28.7K
$2.98M
|
|
|
Jul 26, 2023
Q2 2023
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-377- 4.94% |
$35.1K - $36.6K
|
7.25K
$754K
|
|
|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-380- 10.91% |
$35.4K - $36.8K
|
3.1K
$322K
|
|
|
Aug 04, 2023
Q2 2023
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-398- 2.75% |
$37.1K - $38.6K
|
14.1K
$1.47M
|
|
|
Jul 10, 2023
Q2 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-405- 2.46% |
$37.7K - $39.3K
|
16.1K
$1.67M
|
|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-413- 3.32% |
$38.5K - $40K
|
12K
$1.25M
|
|
|
Aug 01, 2023
Q2 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-414- 14.76% |
$38.6K - $40.1K
|
2.39K
$248K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-422- 1.53% |
$39.3K - $40.9K
|
27.1K
$2.82M
|
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-449- 5.57% |
$41.8K - $43.5K
|
7.61K
$791K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-465- 5.67% |
$43.3K - $45.1K
|
7.73K
$804K
|
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-485- 2.52% |
$45.2K - $47K
|
18.7K
$1.95M
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-487- 4.75% |
$45.4K - $47.2K
|
9.76K
$1.01M
|
|
|
Jul 20, 2023
Q2 2023
|
Veracity Capital LLC
|
SELL
|
- |
-489- 7.84% |
$45.6K - $47.4K
|
5.75K
$597K
|
|
|
Jul 26, 2023
Q2 2023
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-504- 8.85% |
$46.9K - $48.9K
|
5.19K
$539K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-520- 4.31% |
$48.4K - $50.4K
|
11.5K
$1.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-550- 12.92% |
$51.2K - $53.3K
|
3.71K
$385K
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-555- 5.19% |
$51.7K - $53.8K
|
10.1K
$1.05M
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-568- 2.76% |
$52.9K - $55.1K
|
20K
$2.08M
|
|
|
Jul 31, 2023
Q2 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-576- 5.12% |
$53.7K - $55.8K
|
10.7K
$1.11M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-580- 1.93% |
$54K - $56.2K
|
29.4K
$3.06M
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-617- 0.52% |
$57.5K - $59.8K
|
118K
$12.3M
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-627- 3.05% |
$58.4K - $60.8K
|
20K
$2.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-630- 0.67% |
$58.7K - $61.1K
|
93K
$9.66M
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-631- 6.6% |
$58.8K - $61.2K
|
8.93K
$928K
|
|
|
Aug 10, 2023
Q2 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-642- 1.37% |
$59.8K - $62.2K
|
46.3K
$4.81M
|
|
|
Jul 13, 2023
Q2 2023
|
Fluent Financial, LLC
|
SELL
|
- |
-644- 10.19% |
$60K - $62.4K
|
5.67K
$590K
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-661- 0.02% |
$61.6K - $64.1K
|
3.11M
$323M
|
|
|
Aug 08, 2023
Q2 2023
|
Wrapmanager Inc
|
SELL
|
- |
-667- 10.46% |
$62.1K - $64.7K
|
5.71K
$593K
|
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-680- 21.33% |
$63.3K - $65.9K
|
2.51K
$261K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-686- 18.74% |
$63.9K - $66.5K
|
2.97K
$309K
|
|
|
Aug 10, 2023
Q2 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-722- 12.9% |
$67.3K - $70K
|
4.88K
$507K
|
|
|
Jul 18, 2023
Q2 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-744- 0.54% |
$69.3K - $72.1K
|
137K
$14.3M
|
|
|
Jul 19, 2023
Q2 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-786- 0.91% |
$73.2K - $76.2K
|
85.8K
$8.91M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-813- 6.15% |
$75.7K - $78.8K
|
12.4K
$1.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-865- 7.12% |
$80.6K - $83.9K
|
11.3K
$1.17M
|
|
|
Dec 19, 2024
Q2 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-881- 27.93% |
$82.1K - $85.4K
|
2.27K
$236K
|
|
|
Aug 04, 2023
Q2 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-887- 10.94% |
$82.6K - $86K
|
7.22K
$750K
|
|
|
Aug 15, 2023
Q2 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-900- 0.64% |
$83.8K - $87.3K
|
140K
$14.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-906- 10.82% |
$84.4K - $87.8K
|
7.47K
$776K
|
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-933- 12.28% |
$86.9K - $90.5K
|
6.66K
$693K
|
|
|
Jul 13, 2023
Q2 2023
|
Harbor Group, Inc.
|
SELL
|
- |
-958- 8.12% |
$89.2K - $92.9K
|
10.8K
$1.13M
|
|
|
Aug 03, 2023
Q2 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-975- 0.87% |
$90.8K - $94.5K
|
111K
$11.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-979- 26.09% |
$91.2K - $94.9K
|
2.77K
$288K
|
|
|
Aug 08, 2023
Q2 2023
|
Rollins Financial
|
SELL
|
- |
-980- 22.43% |
$91.3K - $95K
|
3.39K
$352K
|
|
|
Aug 08, 2023
Q2 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-1K- 7.04% |
$93.5K - $97.3K
|
13.3K
$1.38M
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-1.01K- 0.84% |
$93.8K - $97.6K
|
119K
$12.4M
|
|
|
Jul 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1.07K- 28.86% |
$99.2K - $103K
|
2.63K
$273K
|
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
SELL
|
- |
-1.07K- 2.33% |
$99.7K - $104K
|
44.8K
$4.66M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.1K- 2.63% |
$102K - $107K
|
40.7K
$4.23M
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.11K- 3.59% |
$104K - $108K
|
29.9K
$3.1M
|