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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-22.3K- 55.09% |
$1.61M - $1.97M
|
18.2K
$1.87M
|
|
|
Feb 06, 2023
Q4 2022
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-22.6K- 16.74% |
$1.63M - $1.99M
|
112K
$11.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Country Club Bank
|
SELL
|
- |
-24.1K- 7.61% |
$1.74M - $2.13M
|
293K
$30.2M
|
|
|
Feb 14, 2023
Q4 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-25.3K- 13.41% |
$1.83M - $2.23M
|
163K
$16.8M
|
|
|
Jan 12, 2023
Q4 2022
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-26.2K- 14.25% |
$1.89M - $2.3M
|
157K
$16.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-26.5K- 11.72% |
$1.91M - $2.34M
|
200K
$20.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-26.7K- 7.78% |
$1.93M - $2.35M
|
317K
$32.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-29.4K- 46.38% |
$2.12M - $2.59M
|
34K
$3.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-30.1K- 5.68% |
$2.18M - $2.66M
|
500K
$51.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-32.4K- 5.8% |
$2.34M - $2.86M
|
527K
$54.4M
|
|
|
Jan 30, 2023
Q4 2022
|
Sharkey, Howes & Javer
|
SELL
|
- |
-33.1K- 18.82% |
$2.39M - $2.91M
|
143K
$14.7M
|
|
|
May 25, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-33.6K- 46.53% |
$2.43M - $2.96M
|
38.7K
$3.99M
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-34K- 53.88% |
$2.45M - $2.99M
|
29.1K
$3M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-34.4K- 10.8% |
$2.49M - $3.04M
|
284K
$29.3M
|
|
|
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
$826K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-37.2K- 2.43% |
$2.69M - $3.28M
|
1.5M
$154M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-38K- 19.26% |
$2.74M - $3.35M
|
159K
$16.4M
|
|
|
Jan 31, 2023
Q4 2022
|
Fluent Financial, LLC
|
SELL
|
- |
-38.4K- 85.16% |
$2.77M - $3.39M
|
6.7K
$690K
|
|
|
Apr 12, 2024
Q4 2022
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-39.8K- 85.26% |
$2.88M - $3.51M
|
6.89K
$710K
|
|
|
Feb 03, 2023
Q4 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-40.9K- 11.35% |
$2.95M - $3.6M
|
319K
$32.9M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-40.9K- 11.06% |
$2.95M - $3.6M
|
329K
$33.9M
|
|
|
Jan 23, 2023
Q4 2022
|
Jb Capital LLC
|
SELL
|
- |
-48.6K- 9.11% |
$3.51M - $4.29M
|
485K
$50.1M
|
|
|
Jan 10, 2023
Q4 2022
|
Mcia Inc
|
SELL
|
- |
-50.2K- 29.94% |
$3.62M - $4.42M
|
117K
$12.1M
|
|
|
Jan 27, 2023
Q4 2022
|
Leisure Capital Management
|
SELL
|
- |
-50.5K- 90.96% |
$3.64M - $4.45M
|
5.02K
$518K
|
|
|
Jan 27, 2023
Q4 2022
|
Flc Capital Advisors
|
SELL
|
- |
-53.8K- 68.21% |
$3.88M - $4.74M
|
25.1K
$2.58M
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-55.7K- 12.0% |
$4.02M - $4.91M
|
408K
$42.1M
|
|
|
Feb 10, 2023
Q4 2022
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-56.6K- 93.39% |
$4.09M - $4.99M
|
4.01K
$413K
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-67K- 30.64% |
$4.84M - $5.91M
|
152K
$15.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-98.3K- 97.04% |
$7.1M - $8.66M
|
3K
$309K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-98.3K- 7.39% |
$7.1M - $8.67M
|
1.23M
$127M
|
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-98.4K- 68.25% |
$7.11M - $8.68M
|
45.8K
$4.72M
|
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-104K- 53.33% |
$7.5M - $9.15M
|
90.9K
$9.37M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-114K- 8.52% |
$8.25M - $10.1M
|
1.23M
$127M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-124K- 31.6% |
$8.93M - $10.9M
|
268K
$27.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-173K- 7.81% |
$12.5M - $15.2M
|
2.04M
$210M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-196K- 78.53% |
$14.1M - $17.2M
|
53.5K
$5.51M
|
|
|
Jan 23, 2023
Q4 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-203K- 97.45% |
$14.6M - $17.9M
|
5.31K
$548K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-207K- 31.39% |
$14.9M - $18.2M
|
452K
$46.6M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-245K- 10.89% |
$17.7M - $21.6M
|
2M
$206M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-274K- 5.8% |
$19.8M - $24.2M
|
4.45M
$459M
|
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
SELL
|
- |
-386K- 69.48% |
$27.9M - $34M
|
170K
$17.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-392K- 12.4% |
$28.3M - $34.6M
|
2.77M
$286M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-412K- 8.62% |
$29.8M - $36.3M
|
4.37M
$451M
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-573K- 6.43% |
$41.4M - $50.5M
|
8.33M
$860M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-642K- 12.45% |
$46.3M - $56.6M
|
4.51M
$466M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-890K- 55.03% |
$64.2M - $78.4M
|
727K
$75M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.76M- 7.59% |
$127M - $155M
|
21.5M
$2.21B
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-128M- 100.0% |
$9.26B - $11.3B
|
1.58K
$163K
|