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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-13.4K- 31.36% |
$1.17M - $1.48M
|
29.2K
$3.01M
|
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-13.4KClosed |
$1.17M - $1.48M
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-13.4K- 23.89% |
$1.17M - $1.48M
|
42.7K
$4.4M
|
|
|
May 16, 2022
Q1 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-13.4K- 19.97% |
$1.17M - $1.49M
|
53.9K
$5.54M
|
|
|
May 10, 2022
Q1 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-13.5K- 20.87% |
$1.18M - $1.49M
|
51.1K
$5.26M
|
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-14.3K- 39.87% |
$1.25M - $1.58M
|
21.5K
$2.21M
|
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-14.4K- 20.38% |
$1.26M - $1.59M
|
56.3K
$5.79M
|
|
|
May 09, 2022
Q1 2022
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-14.6K- 10.83% |
$1.28M - $1.62M
|
121K
$12.4M
|
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-15.2K- 36.57% |
$1.33M - $1.68M
|
26.3K
$2.71M
|
|
|
Apr 13, 2022
Q1 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-15.8KClosed |
$1.38M - $1.74M
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-16.5K- 37.77% |
$1.44M - $1.83M
|
27.3K
$2.8M
|
|
|
May 16, 2022
Q1 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-16.6KClosed |
$1.44M - $1.83M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-16.6K- 85.65% |
$1.45M - $1.84M
|
2.79K
$287K
|
|
|
May 20, 2022
Q1 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-16.7K- 23.15% |
$1.46M - $1.84M
|
55.4K
$5.7M
|
|
|
Apr 18, 2022
Q1 2022
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-17K- 66.84% |
$1.48M - $1.88M
|
8.43K
$867K
|
|
|
May 16, 2022
Q1 2022
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-17K- 85.9% |
$1.48M - $1.88M
|
2.79K
$287K
|
|
|
May 12, 2022
Q1 2022
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-17.5K- 26.75% |
$1.53M - $1.94M
|
48K
$4.94M
|
|
|
Apr 18, 2022
Q1 2022
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-17.7K- 35.37% |
$1.54M - $1.95M
|
32.3K
$3.32M
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-18.1K- 1.37% |
$1.58M - $2M
|
1.31M
$134M
|
|
|
Apr 19, 2022
Q1 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-18.4K- 33.14% |
$1.61M - $2.03M
|
37.1K
$3.82M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-18.6K- 30.11% |
$1.62M - $2.05M
|
43.1K
$4.43M
|
|
|
May 03, 2022
Q1 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-18.6K- 34.12% |
$1.63M - $2.06M
|
36K
$3.7M
|
|
|
May 06, 2022
Q1 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-19K- 11.08% |
$1.66M - $2.1M
|
153K
$15.7M
|
|
|
May 16, 2022
Q1 2022
|
Stringer Asset Management, LLC
Memphis, TN |
SELL
|
- |
-19.5KClosed |
$1.7M - $2.15M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-19.7K- 40.45% |
$1.72M - $2.18M
|
29.1K
$2.99M
|
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-20.8K- 43.53% |
$1.82M - $2.3M
|
27K
$2.78M
|
|
|
May 03, 2022
Q1 2022
|
First National Trust CO
|
SELL
|
- |
-21.3K- 45.74% |
$1.86M - $2.36M
|
25.3K
$2.61M
|
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-21.8K- 7.09% |
$1.91M - $2.41M
|
286K
$29.5M
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-22.2K- 28.58% |
$1.94M - $2.45M
|
55.5K
$5.71M
|
|
|
May 05, 2022
Q1 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-22.2K- 38.82% |
$1.94M - $2.46M
|
35K
$3.6M
|
|
|
Aug 09, 2022
Q1 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-22.5K- 37.06% |
$1.96M - $2.49M
|
38.2K
$3.93M
|
|
|
May 13, 2022
Q1 2022
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-22.7K- 69.8% |
$1.98M - $2.51M
|
9.82K
$1.01M
|
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-23.2K- 38.21% |
$2.02M - $2.56M
|
37.5K
$3.86M
|
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
SELL
|
- |
-23.3KClosed |
$2.03M - $2.57M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-23.8K- 32.18% |
$2.08M - $2.63M
|
50.1K
$5.15M
|
|
|
Apr 20, 2022
Q1 2022
|
Crestone Asset Management LLC
|
SELL
|
- |
-25.2K- 23.55% |
$2.2M - $2.78M
|
81.7K
$8.41M
|
|
|
May 02, 2022
Q1 2022
|
Sage Financial Group Inc
|
SELL
|
- |
-25.2KClosed |
$2.2M - $2.79M
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-25.4K- 97.33% |
$2.22M - $2.81M
|
698
$71.8K
|
|
|
May 09, 2022
Q1 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-25.7K- 6.82% |
$2.24M - $2.84M
|
351K
$36.1M
|
|
|
May 11, 2022
Q1 2022
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-25.7K- 43.51% |
$2.24M - $2.84M
|
33.4K
$3.44M
|
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-26.4K- 11.58% |
$2.31M - $2.92M
|
202K
$20.7M
|
|
|
Apr 19, 2022
Q1 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-26.5K- 44.19% |
$2.31M - $2.92M
|
33.4K
$3.44M
|
|
|
May 16, 2022
Q1 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-27.6K- 14.08% |
$2.41M - $3.05M
|
169K
$17.4M
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-27.7K- 29.02% |
$2.42M - $3.06M
|
67.8K
$6.97M
|
|
|
May 10, 2022
Q1 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-27.9K- 49.48% |
$2.43M - $3.08M
|
28.5K
$2.93M
|
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-28.2K- 30.81% |
$2.46M - $3.12M
|
63.3K
$6.51M
|
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-29.1K- 53.38% |
$2.54M - $3.22M
|
25.5K
$2.62M
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-29.9K- 48.92% |
$2.61M - $3.3M
|
31.2K
$3.21M
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-30K- 32.49% |
$2.61M - $3.31M
|
62.2K
$6.4M
|
|
|
May 16, 2022
Q1 2022
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-33.2K- 86.39% |
$2.9M - $3.67M
|
5.23K
$537K
|