Purchases and Sales Made in Q1 2022 in Msci Eafe Growth ETF (EFG)
This table provides information about the institutional ownership of Msci Eafe Growth ETF (EFG) during Q1 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 |
---|---|---|---|---|---|---|---|
Apr 12, 2022
Q1 2022
|
Hya Advisors, Inc
|
SELL
|
- |
-6.76K- 6.98% |
$590K - $747K
|
90.1K
$9.27M
|
|
Apr 26, 2022
Q1 2022
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-6.92K- 59.88% |
$604K - $764K
|
4.63K
$477K
|
|
May 05, 2022
Q1 2022
|
Washington Trust CO
|
SELL
|
- |
-7.06K- 29.47% |
$616K - $780K
|
16.9K
$1.74M
|
|
May 12, 2022
Q1 2022
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-7.13K- 73.38% |
$623K - $788K
|
2.59K
$266K
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-7.2K- 40.45% |
$628K - $795K
|
10.6K
$1.09M
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
SELL
|
- |
-7.3K- 36.14% |
$637K - $807K
|
12.9K
$1.33M
|
|
Apr 21, 2022
Q1 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-7.35KClosed |
$642K - $813K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Provence Wealth Management Group
|
SELL
|
- |
-7.4K- 22.35% |
$646K - $818K
|
25.7K
$2.65M
|
|
May 16, 2022
Q1 2022
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-7.42K- 24.57% |
$648K - $820K
|
22.8K
$2.34M
|
|
Apr 20, 2022
Q1 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-7.49KClosed |
$654K - $828K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.7K- 21.62% |
$672K - $851K
|
27.9K
$2.87M
|
|
Apr 26, 2022
Q1 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-7.77K- 73.87% |
$679K - $859K
|
2.75K
$283K
|
|
May 09, 2022
Q1 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-7.93KClosed |
$692K - $876K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-7.94K- 29.5% |
$693K - $878K
|
19K
$1.95M
|
|
May 02, 2022
Q1 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-8.06K- 41.36% |
$704K - $891K
|
11.4K
$1.18M
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-8.09K- 5.21% |
$706K - $894K
|
147K
$15.2M
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-8.56K- 18.67% |
$747K - $946K
|
37.3K
$3.83M
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-8.78K- 26.68% |
$766K - $970K
|
24.1K
$2.48M
|
|
May 09, 2022
Q1 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-8.82K- 53.19% |
$770K - $975K
|
7.76K
$798K
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-8.84K- 8.89% |
$772K - $977K
|
90.6K
$9.32M
|
|
May 02, 2022
Q1 2022
|
Mechanics Bank Trust Department
|
SELL
|
- |
-8.93K- 28.85% |
$780K - $987K
|
22K
$2.27M
|
|
May 16, 2022
Q1 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-9.27K- 15.96% |
$809K - $1.02M
|
48.8K
$5.02M
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-9.33K- 28.86% |
$814K - $1.03M
|
23K
$2.37M
|
|
May 12, 2022
Q1 2022
|
Jsf Financial, LLC
|
SELL
|
- |
-9.43K- 58.11% |
$824K - $1.04M
|
6.8K
$699K
|
|
Apr 25, 2022
Q1 2022
|
First Pacific Financial
|
SELL
|
- |
-9.73K- 34.72% |
$849K - $1.08M
|
18.3K
$1.88M
|
|
May 05, 2022
Q1 2022
|
Fulcrum Capital LLC
|
SELL
|
- |
-10.1K- 40.93% |
$882K - $1.12M
|
14.6K
$1.5M
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-10.2K- 74.28% |
$888K - $1.12M
|
3.52K
$362K
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
SELL
|
- |
-10.2K- 10.52% |
$889K - $1.13M
|
86.6K
$8.91M
|
|
May 15, 2024
Q1 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-10.3K- 41.76% |
$901K - $1.14M
|
14.4K
$1.48M
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-10.5K- 40.71% |
$914K - $1.16M
|
15.3K
$1.57M
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-10.5K- 14.17% |
$916K - $1.16M
|
63.6K
$6.54M
|
|
May 12, 2022
Q1 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-10.8K- 20.85% |
$942K - $1.19M
|
40.9K
$4.21M
|
|
Jun 21, 2022
Q1 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-10.8KClosed |
$944K - $1.2M
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-10.9K- 19.16% |
$953K - $1.21M
|
46K
$4.74M
|
|
May 02, 2022
Q1 2022
|
Lvw Advisors, LLC
|
SELL
|
- |
-11K- 20.39% |
$964K - $1.22M
|
43.1K
$4.44M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-11.2K- 17.23% |
$981K - $1.24M
|
54K
$5.55M
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-11.4K- 17.9% |
$993K - $1.26M
|
52.2K
$5.37M
|
|
May 12, 2022
Q1 2022
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-11.4K- 17.57% |
$999K - $1.26M
|
53.7K
$5.52M
|
|
May 10, 2022
Q1 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-11.5K- 17.83% |
$1M - $1.27M
|
53K
$5.46M
|
|
May 02, 2022
Q1 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-11.6K- 22.19% |
$1.01M - $1.28M
|
40.6K
$4.18M
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-11.6K- 52.37% |
$1.02M - $1.29M
|
10.6K
$1.09M
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-11.8K- 36.88% |
$1.03M - $1.3M
|
20.2K
$2.08M
|
|
May 03, 2022
Q1 2022
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-12.1K- 5.75% |
$1.06M - $1.34M
|
199K
$20.5M
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-12.3K- 59.46% |
$1.07M - $1.36M
|
8.36K
$860K
|
|
Apr 20, 2022
Q1 2022
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-12.4KClosed |
$1.09M - $1.37M
|
0
$0
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-12.5K- 8.35% |
$1.09M - $1.38M
|
137K
$14.1M
|
|
May 04, 2022
Q1 2022
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-12.7K- 37.78% |
$1.11M - $1.4M
|
20.9K
$2.15M
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-12.7K- 26.16% |
$1.11M - $1.41M
|
35.9K
$3.7M
|
|
Apr 22, 2022
Q1 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-13K- 42.96% |
$1.13M - $1.44M
|
17.3K
$1.78M
|
|
May 09, 2022
Q1 2022
|
M&T Bank Corp
|
SELL
|
- |
-13.2K- 2.25% |
$1.15M - $1.45M
|
572K
$58.9M
|