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 27, 2022
Q1 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-701- 3.36% |
$61.2K - $77.5K
|
20.1K
$2.07M
|
|
Apr 12, 2022
Q1 2022
|
Affiance Financial, LLC
|
SELL
|
- |
-737- 5.21% |
$64.3K - $81.5K
|
13.4K
$1.38M
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
SELL
|
- |
-765- 7.59% |
$66.8K - $84.6K
|
9.32K
$958K
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-782Closed |
$68.3K - $86.4K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-817Closed |
$71.3K - $90.3K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-832- 17.82% |
$72.6K - $92K
|
3.84K
$395K
|
|
May 05, 2022
Q1 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-878- 2.34% |
$76.6K - $97K
|
36.6K
$3.77M
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-920- 1.9% |
$80.3K - $102K
|
47.4K
$4.87M
|
|
Apr 28, 2022
Q1 2022
|
Prw Wealth Management LLC
|
SELL
|
- |
-922- 16.47% |
$80.5K - $102K
|
4.68K
$481K
|
|
May 02, 2022
Q1 2022
|
Gables Capital Management Inc.
|
SELL
|
- |
-967- 16.19% |
$84.4K - $107K
|
5.01K
$515K
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1K- 28.27% |
$87.3K - $111K
|
2.54K
$261K
|
|
May 12, 2022
Q1 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.01K- 12.71% |
$88.5K - $112K
|
6.96K
$716K
|
|
May 17, 2022
Q1 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.03K- 2.76% |
$89.9K - $114K
|
36.3K
$3.73M
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.05K- 22.93% |
$91.3K - $116K
|
3.52K
$362K
|
|
May 11, 2022
Q1 2022
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.06K- 17.12% |
$92.1K - $117K
|
5.11K
$525K
|
|
May 06, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.11K- 0.64% |
$97.1K - $123K
|
173K
$17.8M
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.11K- 0.64% |
$97.1K - $123K
|
173K
$17.8M
|
|
May 02, 2022
Q1 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.14K- 2.49% |
$99.2K - $126K
|
44.4K
$4.57M
|
|
May 03, 2022
Q1 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.15K- 14.21% |
$100K - $127K
|
6.95K
$715K
|
|
Apr 06, 2022
Q1 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-1.17K- 5.14% |
$102K - $129K
|
21.5K
$2.21M
|
|
May 17, 2022
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.22K- 30.09% |
$107K - $135K
|
2.84K
$292K
|
|
Dec 13, 2023
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.22K- 30.09% |
$107K - $135K
|
2.84K
$292K
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-1.24K- 22.67% |
$108K - $137K
|
4.21K
$433K
|
|
Apr 28, 2022
Q1 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-1.24K- 6.32% |
$108K - $137K
|
18.4K
$1.89M
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.24K- 3.27% |
$108K - $137K
|
36.7K
$3.78M
|
|
Apr 28, 2022
Q1 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-1.28K- 20.52% |
$112K - $141K
|
4.96K
$510K
|
|
May 11, 2022
Q1 2022
|
Empire Life Investments Inc.
|
SELL
|
- |
-1.3K- 20.31% |
$113K - $144K
|
5.1K
$525K
|
|
May 03, 2022
Q1 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-1.32K- 12.2% |
$115K - $146K
|
9.52K
$980K
|
|
Apr 27, 2022
Q1 2022
|
Horizon Financial Services, LLC
|
SELL
|
- |
-1.34KClosed |
$117K - $148K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.38K- 34.89% |
$120K - $153K
|
2.58K
$265K
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.44K- 21.25% |
$126K - $159K
|
5.35K
$550K
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.55K- 27.38% |
$135K - $172K
|
4.12K
$423K
|
|
Jan 19, 2024
Q1 2022
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-1.59K- 19.63% |
$139K - $176K
|
6.53K
$671K
|
|
Jul 19, 2022
Q1 2022
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-1.6K- 18.93% |
$139K - $176K
|
6.83K
$703K
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.6K- 18.61% |
$140K - $177K
|
7.01K
$722K
|
|
Apr 25, 2022
Q1 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-1.64K- 51.52% |
$143K - $181K
|
1.54K
$159K
|
|
May 02, 2022
Q1 2022
|
Macroview Investment Management LLC
|
SELL
|
- |
-1.65K- 12.08% |
$144K - $182K
|
12K
$1.23M
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.73K- 2.67% |
$151K - $191K
|
63K
$6.48M
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
SELL
|
- |
-1.79K- 77.74% |
$156K - $197K
|
511
$52.6K
|
|
May 16, 2022
Q1 2022
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.82K- 34.91% |
$159K - $201K
|
3.39K
$349K
|
|
Apr 19, 2022
Q1 2022
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-1.83KClosed |
$159K - $202K
|
0
$0
|
|
Apr 15, 2022
Q1 2022
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-1.84KClosed |
$160K - $203K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.84K- 0.78% |
$161K - $203K
|
233K
$24M
|
|
May 10, 2022
Q1 2022
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-1.84K- 37.16% |
$161K - $204K
|
3.12K
$321K
|
|
Apr 18, 2022
Q1 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.85KClosed |
$161K - $204K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-1.85K- 31.61% |
$162K - $204K
|
4K
$412K
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.89K- 1.43% |
$165K - $209K
|
130K
$13.3M
|
|
May 12, 2022
Q1 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.9KClosed |
$166K - $210K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1.93K- 20.86% |
$168K - $213K
|
7.31K
$752K
|
|
Apr 29, 2022
Q1 2022
|
Navalign, LLC
|
SELL
|
- |
-1.93KClosed |
$168K - $213K
|
0
$0
|