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 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-64- 38.79% |
$4.62K - $5.64K
|
101
$10.3K
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-68- 9.13% |
$4.91K - $5.99K
|
677
$68.9K
|
|
Jan 20, 2023
Q4 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-78- 1.34% |
$5.63K - $6.87K
|
5.75K
$585K
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-79- 10.73% |
$5.7K - $6.96K
|
657
$66.9K
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-81- 10.28% |
$5.85K - $7.14K
|
707
$72K
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-81- 6.06% |
$5.85K - $7.14K
|
1.26K
$128K
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
SELL
|
- |
-81- 2.25% |
$5.85K - $7.14K
|
3.52K
$358K
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-84- 1.02% |
$6.06K - $7.4K
|
8.17K
$832K
|
|
Feb 01, 2023
Q4 2022
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-88- 2.66% |
$6.35K - $7.76K
|
3.22K
$327K
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-89- 4.62% |
$6.43K - $7.84K
|
1.84K
$187K
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
SELL
|
- |
-90- 0.52% |
$6.5K - $7.93K
|
17.2K
$1.75M
|
|
Feb 13, 2023
Q4 2022
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-94- 1.48% |
$6.79K - $8.29K
|
6.25K
$636K
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-95- 2.32% |
$6.86K - $8.37K
|
4.01K
$408K
|
|
Jan 11, 2023
Q4 2022
|
Collective Family Office LLC
|
SELL
|
- |
-100- 1.16% |
$7.22K - $8.81K
|
8.5K
$865K
|
|
Jan 26, 2023
Q4 2022
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-102- 3.21% |
$7.36K - $8.99K
|
3.07K
$313K
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-106- 0.56% |
$7.65K - $9.34K
|
18.9K
$1.93M
|
|
Jan 27, 2023
Q4 2022
|
Means Investment Co., Inc.
|
SELL
|
- |
-111- 2.78% |
$8.01K - $9.78K
|
3.88K
$395K
|
|
Feb 06, 2023
Q4 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-113- 0.5% |
$8.16K - $9.96K
|
22.5K
$2.29M
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-117- 2.76% |
$8.45K - $10.3K
|
4.12K
$419K
|
|
Jan 17, 2023
Q4 2022
|
Veracity Capital LLC
|
SELL
|
- |
-120- 2.35% |
$8.66K - $10.6K
|
4.99K
$508K
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
SELL
|
- |
-125- 20.16% |
$9.03K - $11K
|
495
$50.4K
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-134- 0.9% |
$9.67K - $11.8K
|
14.8K
$1.5M
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-144Closed |
$10.4K - $12.7K
|
0
$0
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-144- 1.28% |
$10.4K - $12.7K
|
11.1K
$1.13M
|
|
Feb 07, 2023
Q4 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-148- 3.3% |
$10.7K - $13K
|
4.33K
$441K
|
|
Mar 15, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-152- 0.06% |
$11K - $13.4K
|
253K
$25.8M
|
|
Feb 14, 2023
Q4 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-165- 49.55% |
$11.9K - $14.5K
|
168
$17.1K
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-199- 62.38% |
$14.4K - $17.5K
|
120
$12.2K
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-200- 0.58% |
$14.4K - $17.6K
|
34.4K
$3.51M
|
|
Jan 13, 2023
Q4 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-200- 2.35% |
$14.4K - $17.6K
|
8.32K
$847K
|
|
Jan 27, 2023
Q4 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-203- 4.14% |
$14.7K - $17.9K
|
4.7K
$478K
|
|
Feb 10, 2023
Q4 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-217- 3.36% |
$15.7K - $19.1K
|
6.24K
$635K
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-228- 5.01% |
$16.5K - $20.1K
|
4.32K
$440K
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-243- 7.0% |
$17.5K - $21.4K
|
3.23K
$329K
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-243- 7.0% |
$17.5K - $21.4K
|
3.23K
$329K
|
|
Feb 10, 2023
Q4 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-245- 5.4% |
$17.7K - $21.6K
|
4.3K
$437K
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-248- 12.32% |
$17.9K - $21.9K
|
1.77K
$180K
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-252- 0.95% |
$18.2K - $22.2K
|
26.3K
$2.68M
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
SELL
|
- |
-274- 7.69% |
$19.8K - $24.2K
|
3.29K
$335K
|
|
Feb 01, 2023
Q4 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-282- 4.76% |
$20.4K - $24.9K
|
5.64K
$574K
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-295- 10.34% |
$21.3K - $26K
|
2.56K
$260K
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-303- 2.89% |
$21.9K - $26.7K
|
10.2K
$1.04M
|
|
Feb 13, 2023
Q4 2022
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-307- 6.52% |
$22.2K - $27.1K
|
4.4K
$448K
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-325- 0.58% |
$23.5K - $28.6K
|
55.5K
$5.65M
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-328- 4.78% |
$23.7K - $28.9K
|
6.53K
$664K
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-333- 3.45% |
$24K - $29.4K
|
9.32K
$949K
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-339- 5.33% |
$24.5K - $29.9K
|
6.02K
$613K
|
|
Jan 26, 2023
Q4 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-339- 2.2% |
$24.5K - $29.9K
|
15.1K
$1.53M
|
|
Feb 06, 2023
Q4 2022
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-357- 0.95% |
$25.8K - $31.5K
|
37.1K
$3.77M
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-359- 1.22% |
$25.9K - $31.6K
|
29.1K
$2.97M
|