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 16, 2022
Q1 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.57KNew |
$312K - $395K
|
3.57K
$367K
|
|
|
May 10, 2022
Q1 2022
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
3.42K+ 18.19% |
$299K - $378K
|
22.2K
$2.29M
|
|
|
May 13, 2022
Q1 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
3.38K+ 0.96% |
$295K - $373K
|
354K
$36.5M
|
|
|
May 13, 2022
Q1 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
3.2KNew |
$279K - $354K
|
3.2K
$329K
|
|
|
Apr 26, 2022
Q1 2022
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
3.05K+ 12.11% |
$266K - $337K
|
28.2K
$2.9M
|
|
|
May 10, 2022
Q1 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
2.98KNew |
$260K - $330K
|
2.98K
$307K
|
|
|
Apr 26, 2022
Q1 2022
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
2.92K+ 3.82% |
$254K - $322K
|
79.2K
$8.14M
|
|
|
May 05, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
2.91K+ 98.68% |
$254K - $322K
|
5.87K
$604K
|
|
|
Apr 08, 2022
Q1 2022
|
Marion Wealth Management
|
BUY
|
- |
2.9K+ 3.33% |
$253K - $321K
|
90.1K
$9.27M
|
|
|
May 13, 2022
Q1 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
2.87K+ 3.01% |
$251K - $317K
|
98.2K
$10.1M
|
|
|
May 16, 2022
Q1 2022
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
2.85KNew |
$249K - $315K
|
2.85K
$293K
|
|
|
Apr 29, 2022
Q1 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
2.82K+ 15.97% |
$246K - $311K
|
20.5K
$2.1M
|
|
|
Apr 07, 2022
Q1 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
2.8KNew |
$245K - $310K
|
2.8K
$288K
|
|
|
May 10, 2022
Q1 2022
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
2.8K+ 13.23% |
$244K - $309K
|
24K
$2.46M
|
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2.79K+ 65.04% |
$243K - $308K
|
7.07K
$727K
|
|
|
May 13, 2022
Q1 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.77KNew |
$242K - $306K
|
2.77K
$285K
|
|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.77KNew |
$242K - $306K
|
2.77K
$285K
|
|
|
Apr 18, 2022
Q1 2022
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
2.76K+ 4.68% |
$241K - $305K
|
61.7K
$6.35M
|
|
|
May 09, 2022
Q1 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
2.75KNew |
$240K - $304K
|
2.75K
$282K
|
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.66K+ 34.02% |
$232K - $294K
|
10.5K
$1.08M
|
|
|
May 09, 2022
Q1 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.61KNew |
$228K - $288K
|
2.61K
$268K
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.56K+ 100.31% |
$224K - $283K
|
5.12K
$526K
|
|
|
Apr 15, 2022
Q1 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
2.53KNew |
$221K - $280K
|
2.53K
$260K
|
|
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
BUY
|
- |
2.52KNew |
$220K - $278K
|
2.52K
$259K
|
|
|
May 16, 2022
Q1 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
2.52K+ 29.08% |
$220K - $278K
|
11.2K
$1.15M
|
|
|
May 09, 2022
Q1 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
2.52KNew |
$220K - $278K
|
2.52K
$259K
|
|
|
Apr 19, 2024
Q1 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.39K+ 86.28% |
$209K - $264K
|
5.16K
$531K
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
2.38K+ 81.04% |
$208K - $263K
|
5.32K
$547K
|
|
|
Apr 12, 2022
Q1 2022
|
Rda Financial Network
|
BUY
|
- |
2.21KNew |
$193K - $244K
|
2.21K
$227K
|
|
|
May 05, 2022
Q1 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
2.16KNew |
$189K - $239K
|
2.16K
$223K
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.13KNew |
$186K - $235K
|
2.13K
$219K
|
|
|
May 16, 2022
Q1 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
2.11K+ 7.47% |
$184K - $233K
|
30.3K
$3.12M
|
|
|
May 04, 2022
Q1 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
2.01K+ 17.5% |
$175K - $222K
|
13.5K
$1.39M
|
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.94K+ 8.05% |
$169K - $215K
|
26K
$2.68M
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.85K+ 7691.67% |
$161K - $204K
|
1.87K
$192K
|
|
|
May 04, 2022
Q1 2022
|
Trellis Advisors, LLC
|
BUY
|
- |
1.81K+ 10.63% |
$158K - $200K
|
18.9K
$1.94M
|
|
|
May 18, 2022
Q1 2022
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.8K+ 53.08% |
$157K - $199K
|
5.19K
$534K
|
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
1.79K+ 12.78% |
$156K - $198K
|
15.8K
$1.63M
|
|
|
May 10, 2022
Q1 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1.77K+ 3.38% |
$155K - $196K
|
54.2K
$5.57M
|
|
|
May 10, 2022
Q1 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
1.77KNew |
$154K - $195K
|
1.77K
$182K
|
|
|
Feb 04, 2025
Q1 2022
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
1.73K+ 18.34% |
$151K - $191K
|
11.2K
$1.15M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
1.72K+ 361.47% |
$150K - $190K
|
2.19K
$225K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.56K+ 3391.3% |
$136K - $172K
|
1.61K
$165K
|
|
|
Apr 27, 2022
Q1 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
1.5K+ 12.88% |
$131K - $166K
|
13.1K
$1.35M
|
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.5K+ 3.54% |
$131K - $166K
|
43.8K
$4.51M
|
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1.43K+ 7.87% |
$125K - $158K
|
19.6K
$2.01M
|
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.31K+ 40.18% |
$114K - $144K
|
4.55K
$468K
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.31K+ 40.18% |
$114K - $144K
|
4.55K
$468K
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1.29KNew |
$112K - $142K
|
1.29K
$132K
|
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.26K+ 74.84% |
$110K - $139K
|
2.95K
$303K
|