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 09, 2023
Q4 2022
|
Xml Financial, LLC
|
BUY
|
- |
6.14KNew |
$443K - $541K
|
6.14K
$605K
|
|
|
Jan 30, 2023
Q4 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.83KNew |
$421K - $514K
|
5.83K
$575K
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.83KNew |
$421K - $514K
|
5.83K
$575K
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
5.75K+ 2.37% |
$415K - $507K
|
248K
$24.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
5.52KNew |
$399K - $487K
|
5.52K
$544K
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
5.52K+ 2758.5% |
$398K - $486K
|
5.72K
$564K
|
|
|
Feb 13, 2023
Q4 2022
|
Diversified, LLC
|
BUY
|
- |
5.46KNew |
$394K - $481K
|
5.46K
$538K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.4K+ 19.35% |
$390K - $476K
|
33.3K
$3.28M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
5.24K+ 1.1% |
$378K - $462K
|
480K
$47.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
5.2KNew |
$375K - $458K
|
5.2K
$513K
|
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
5.12K+ 3.77% |
$369K - $451K
|
141K
$13.9M
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
5.1K+ 11.32% |
$368K - $449K
|
50.1K
$4.94M
|
|
|
Jan 19, 2023
Q4 2022
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
5.06KNew |
$365K - $446K
|
5.06K
$499K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
BUY
|
- |
4.96K+ 91.85% |
$358K - $437K
|
10.4K
$1.02M
|
|
|
Jan 10, 2023
Q4 2022
|
Rnc Capital Management LLC
|
BUY
|
- |
4.88K+ 171.05% |
$352K - $430K
|
7.73K
$762K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
4.8K+ 12.96% |
$347K - $423K
|
41.8K
$4.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
4.78K+ 15.67% |
$345K - $421K
|
35.3K
$3.48M
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
4.7KNew |
$339K - $414K
|
4.7K
$463K
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
BUY
|
- |
4.61KNew |
$333K - $406K
|
4.61K
$454K
|
|
|
Feb 14, 2023
Q4 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
4.59K+ 64.01% |
$331K - $404K
|
11.8K
$1.16M
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
4.59K+ 55.58% |
$331K - $404K
|
12.8K
$1.27M
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.59K+ 14.25% |
$331K - $404K
|
36.8K
$3.63M
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
4.58K+ 19.44% |
$330K - $403K
|
28.1K
$2.77M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.57K+ 24.53% |
$330K - $403K
|
23.2K
$2.29M
|
|
|
Feb 10, 2023
Q4 2022
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
4.48KNew |
$324K - $395K
|
4.48K
$442K
|
|
|
Jan 20, 2023
Q4 2022
|
Montecito Bank & Trust
|
BUY
|
- |
4.35KNew |
$314K - $384K
|
4.35K
$429K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
4.2K+ 97.54% |
$303K - $370K
|
8.5K
$838K
|
|
|
Feb 13, 2023
Q4 2022
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
4.19KNew |
$303K - $369K
|
4.19K
$413K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
4.12K+ 0.38% |
$298K - $363K
|
1.1M
$109M
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4.04KNew |
$291K - $356K
|
4.04K
$398K
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
4.03K+ 8.36% |
$291K - $355K
|
52.2K
$5.14M
|
|
|
Feb 15, 2023
Q4 2022
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
3.99K+ 7.06% |
$288K - $352K
|
60.5K
$5.96M
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3.94K+ 19.42% |
$285K - $348K
|
24.3K
$2.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.86K+ 57.94% |
$279K - $341K
|
10.5K
$1.04M
|
|
|
Feb 07, 2023
Q4 2022
|
Tnf LLC
|
BUY
|
- |
3.79K+ 3.29% |
$274K - $334K
|
119K
$11.7M
|
|
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.78KNew |
$273K - $333K
|
3.78K
$373K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
3.78K+ 129.73% |
$273K - $333K
|
6.69K
$660K
|
|
|
Feb 13, 2023
Q4 2022
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
3.72KNew |
$268K - $328K
|
3.72K
$366K
|
|
|
Feb 13, 2023
Q4 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
3.5K+ 6.1% |
$253K - $309K
|
60.9K
$6.01M
|
|
|
Jan 20, 2023
Q4 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
3.48K+ 12.02% |
$251K - $307K
|
32.5K
$3.2M
|
|
|
Feb 03, 2023
Q4 2022
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
3.39KNew |
$245K - $299K
|
3.39K
$334K
|
|
|
Feb 06, 2023
Q4 2022
|
Ledyard National Bank
|
BUY
|
- |
3.39KNew |
$245K - $299K
|
3.39K
$334K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Management Solutions, LLC
|
BUY
|
- |
3.35K+ 63.56% |
$242K - $295K
|
8.62K
$850K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.35K+ 6.42% |
$242K - $295K
|
55.4K
$5.47M
|
|
|
Jul 18, 2023
Q4 2022
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
3.35KNew |
$242K - $295K
|
3.35K
$330K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.34K+ 1.25% |
$241K - $294K
|
270K
$26.6M
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3.33K+ 11.63% |
$240K - $294K
|
32K
$3.15M
|
|
|
Feb 09, 2023
Q4 2022
|
Renasant Bank
|
BUY
|
- |
3.28KNew |
$237K - $289K
|
3.28K
$323K
|
|
|
Feb 14, 2023
Q4 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
3.27KNew |
$236K - $288K
|
3.27K
$322K
|
|
|
Feb 08, 2023
Q4 2022
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
3.22KNew |
$232K - $284K
|
3.22K
$317K
|