Purchases and Sales Made in Q1 2023 in Msci Eafe Growth ETF (EFG)
This table provides information about the institutional ownership of Msci Eafe Growth ETF (EFG) during Q1 2023. 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 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.92M+ 46.2% |
$837M - $930M
|
31.4M
$3.07B
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.75M+ 73.87% |
$232M - $257M
|
6.47M
$633M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.04M+ 46.68% |
$172M - $191M
|
6.41M
$628M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.5M+ 54.06% |
$126M - $140M
|
4.27M
$418M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.2MNew |
$101M - $112M
|
1.2M
$117M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
1.02M+ 50.96% |
$86.1M - $95.6M
|
3.02M
$296M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
970K+ 47.52% |
$81.8M - $90.8M
|
3.01M
$295M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
538K+ 12.09% |
$45.4M - $50.4M
|
4.99M
$488M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
417K+ 33.81% |
$35.1M - $39M
|
1.65M
$161M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
397K+ 32.37% |
$33.5M - $37.2M
|
1.62M
$159M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
338K+ 631.54% |
$28.5M - $31.6M
|
391K
$38.3M
|
|
|
May 15, 2023
Q1 2023
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
328KNew |
$27.7M - $30.7M
|
328K
$32.1M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
273K+ 41.97% |
$23M - $25.5M
|
922K
$90.3M
|
|
|
Apr 25, 2023
Q1 2023
|
Jb Capital LLC
|
BUY
|
- |
264K+ 54.48% |
$22.3M - $24.8M
|
750K
$73.4M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
240K+ 48.02% |
$20.3M - $22.5M
|
741K
$72.5M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
236K+ 60.73% |
$19.9M - $22.1M
|
624K
$61.1M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
190K+ 62.74% |
$16M - $17.8M
|
492K
$48.1M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
184K+ 19.14% |
$15.5M - $17.2M
|
1.14M
$112M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
181K+ 37.61% |
$15.2M - $16.9M
|
661K
$64.7M
|
|
|
Apr 21, 2023
Q1 2023
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
165K+ 277.85% |
$14M - $15.5M
|
225K
$22M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
150K+ 14.95% |
$12.6M - $14M
|
1.15M
$113M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
149K+ 45.19% |
$12.5M - $13.9M
|
477K
$46.7M
|
|
|
May 02, 2023
Q1 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
141KNew |
$11.9M - $13.2M
|
141K
$13.8M
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
136K+ 86.04% |
$11.4M - $12.7M
|
293K
$28.7M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
133K+ 23202.79% |
$11.2M - $12.5M
|
134K
$13.1M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
133K+ 41.94% |
$11.2M - $12.4M
|
449K
$44M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
131K+ 1246.29% |
$11M - $12.3M
|
141K
$13.8M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
129K+ 392.21% |
$10.9M - $12.1M
|
162K
$15.9M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
118K+ 43.92% |
$9.92M - $11M
|
385K
$37.7M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
111K+ 41.04% |
$9.35M - $10.4M
|
381K
$37.3M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
110K+ 52.54% |
$9.26M - $10.3M
|
319K
$31.2M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
106K+ 35.32% |
$8.91M - $9.89M
|
404K
$39.6M
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
102K+ 42.11% |
$8.6M - $9.55M
|
344K
$33.7M
|
|
|
Apr 07, 2023
Q1 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
96.9K+ 37.11% |
$8.18M - $9.08M
|
358K
$35.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
92.4K+ 6.42% |
$7.8M - $8.66M
|
1.53M
$150M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
89.6K+ 31.52% |
$7.56M - $8.4M
|
374K
$36.6M
|
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
84.8K+ 249.52% |
$7.15M - $7.94M
|
119K
$11.6M
|
|
|
Apr 20, 2023
Q1 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
83.3K+ 52.94% |
$7.03M - $7.8M
|
241K
$23.6M
|
|
|
May 15, 2023
Q1 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
77.3K+ 47.36% |
$6.52M - $7.24M
|
241K
$23.6M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
76KNew |
$6.41M - $7.12M
|
76K
$7.44M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
73.1K+ 47.72% |
$6.17M - $6.85M
|
226K
$22.2M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
71.8K+ 13.62% |
$6.06M - $6.73M
|
599K
$58.7M
|
|
|
May 02, 2023
Q1 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
71K+ 86.87% |
$5.99M - $6.65M
|
153K
$14.9M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
70.8K+ 14.94% |
$5.97M - $6.63M
|
545K
$53.3M
|
|
|
Apr 18, 2023
Q1 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
70.5K+ 47.38% |
$5.94M - $6.6M
|
219K
$21.5M
|
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
69.9K+ 51.27% |
$5.9M - $6.55M
|
206K
$20.2M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
69.6KNew |
$5.87M - $6.52M
|
69.6K
$6.81M
|
|
|
Apr 11, 2023
Q1 2023
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
68.7KNew |
$5.8M - $6.44M
|
68.7K
$6.73M
|
|
|
Jun 01, 2023
Q1 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
64.8KNew |
$5.47M - $6.07M
|
64.8K
$6.34M
|
|
|
May 05, 2023
Q1 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
64.2K+ 339.85% |
$5.41M - $6.01M
|
83K
$8.13M
|