Purchases and Sales Made in Q2 2022 in Msci Eafe Growth ETF (EFG)
This table provides information about the institutional ownership of Msci Eafe Growth ETF (EFG) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-28- 0.36% |
$2.18K - $2.74K
|
7.79K
$798K
|
|
Aug 10, 2022
Q2 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-28- 1.07% |
$2.18K - $2.74K
|
2.58K
$264K
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-29Closed |
$2.26K - $2.84K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-30- 7.65% |
$2.34K - $2.93K
|
362
$37.1K
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-37- 0.2% |
$2.88K - $3.62K
|
18.1K
$1.85M
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-38- 15.77% |
$2.96K - $3.72K
|
203
$20.8K
|
|
Aug 09, 2022
Q2 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-39- 0.87% |
$3.04K - $3.81K
|
4.44K
$455K
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-41- 5.79% |
$3.2K - $4.01K
|
667
$68.3K
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-43- 0.21% |
$3.35K - $4.2K
|
20.5K
$2.1M
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-48- 0.34% |
$3.74K - $4.69K
|
14.1K
$1.44M
|
|
Aug 26, 2024
Q2 2022
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-49- 0.61% |
$3.82K - $4.79K
|
8.01K
$821K
|
|
Jul 19, 2022
Q2 2022
|
Ledyard National Bank
|
SELL
|
- |
-50- 1.91% |
$3.9K - $4.89K
|
2.57K
$263K
|
|
Jul 18, 2022
Q2 2022
|
Clean Yield Group
|
SELL
|
- |
-53Closed |
$4.13K - $5.18K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-57Closed |
$4.44K - $5.57K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-59- 0.27% |
$4.6K - $5.77K
|
22.2K
$2.27M
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-61- 14.19% |
$4.75K - $5.96K
|
369
$37.8K
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-63- 1.07% |
$4.91K - $6.16K
|
5.83K
$597K
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-67- 9.5% |
$5.22K - $6.55K
|
638
$65.4K
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
SELL
|
- |
-70Closed |
$5.46K - $6.84K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Albion Financial Group
|
SELL
|
- |
-72Closed |
$5.61K - $7.04K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-74- 0.94% |
$5.77K - $7.24K
|
7.76K
$795K
|
|
Aug 09, 2022
Q2 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-75Closed |
$5.85K - $7.33K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-80- 2.0% |
$6.24K - $7.82K
|
3.92K
$402K
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-83- 0.97% |
$6.47K - $8.12K
|
8.45K
$865K
|
|
Jul 19, 2022
Q2 2022
|
Atlas Private Wealth Management
|
SELL
|
- |
-84- 0.99% |
$6.55K - $8.21K
|
8.43K
$864K
|
|
Apr 19, 2024
Q2 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-87- 1.69% |
$6.78K - $8.51K
|
5.07K
$519K
|
|
Jul 15, 2022
Q2 2022
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-90- 2.27% |
$7.02K - $8.8K
|
3.88K
$397K
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-95- 4.79% |
$7.41K - $9.29K
|
1.89K
$193K
|
|
Jul 22, 2022
Q2 2022
|
Bcr Wealth Strategies, LLC
|
SELL
|
- |
-104Closed |
$8.11K - $10.2K
|
0
$0
|
|
Jul 06, 2022
Q2 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-104Closed |
$8.11K - $10.2K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
New Square Capital LLC
|
SELL
|
- |
-108Closed |
$8.42K - $10.6K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-110Closed |
$8.57K - $10.8K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Amg National Trust Bank
|
SELL
|
- |
-115- 1.28% |
$8.96K - $11.2K
|
8.85K
$906K
|
|
Jul 14, 2022
Q2 2022
|
Affiance Financial, LLC
|
SELL
|
- |
-117- 0.87% |
$9.12K - $11.4K
|
13.3K
$1.36M
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-118- 1.09% |
$9.2K - $11.5K
|
10.7K
$1.09M
|
|
Aug 15, 2022
Q2 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-121- 26.42% |
$9.43K - $11.8K
|
337
$34.5K
|
|
Jul 11, 2022
Q2 2022
|
Cooper Financial Group
|
SELL
|
- |
-122- 1.02% |
$9.51K - $11.9K
|
11.8K
$1.21M
|
|
Aug 03, 2022
Q2 2022
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-126- 1.32% |
$9.82K - $12.3K
|
9.4K
$963K
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-140- 6.39% |
$10.9K - $13.7K
|
2.05K
$210K
|
|
Aug 09, 2022
Q2 2022
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-145- 4.82% |
$11.3K - $14.2K
|
2.86K
$293K
|
|
Jul 11, 2022
Q2 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-145- 6.77% |
$11.3K - $14.2K
|
2K
$205K
|
|
Jul 21, 2022
Q2 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-148- 5.38% |
$11.5K - $14.5K
|
2.6K
$266K
|
|
Aug 01, 2022
Q2 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-149- 5.6% |
$11.6K - $14.6K
|
2.51K
$257K
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-150Closed |
$11.7K - $14.7K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-159- 33.26% |
$12.4K - $15.5K
|
319
$32.7K
|
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-162Closed |
$12.6K - $15.8K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-165- 4.34% |
$12.9K - $16.1K
|
3.63K
$372K
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
SELL
|
- |
-190- 24.08% |
$14.8K - $18.6K
|
599
$61.4K
|
|
Aug 08, 2022
Q2 2022
|
Lansing Street Advisors
|
SELL
|
- |
-193Closed |
$15K - $18.9K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-203- 3.24% |
$15.8K - $19.8K
|
6.06K
$620K
|