Purchases and Sales Made in Q2 2023 in Msci Eafe Growth ETF (EFG)
This table provides information about the institutional ownership of Msci Eafe Growth ETF (EFG) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.22K+ 6.67% |
$300K - $312K
|
51.5K
$5.04M
|
|
Jul 07, 2023
Q2 2023
|
First Citizens Financial Corp
|
BUY
|
- |
3.19K+ 62.48% |
$298K - $310K
|
8.31K
$813K
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3.19K+ 6.6% |
$297K - $309K
|
51.5K
$5.04M
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
3.19K+ 1.12% |
$297K - $309K
|
288K
$28.2M
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
3.17KNew |
$295K - $308K
|
3.17K
$311K
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
3.14K+ 2.32% |
$292K - $304K
|
138K
$13.5M
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.07K+ 245.99% |
$286K - $297K
|
4.31K
$422K
|
|
Jul 27, 2023
Q2 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.05K+ 4.41% |
$284K - $295K
|
72.1K
$7.06M
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
3.04KNew |
$283K - $294K
|
3.04K
$297K
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.99K+ 15.39% |
$279K - $290K
|
22.4K
$2.19M
|
|
Aug 15, 2023
Q2 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
2.91KNew |
$271K - $282K
|
2.91K
$285K
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.89K+ 4.07% |
$269K - $280K
|
74K
$7.24M
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.86K+ 1.34% |
$267K - $277K
|
217K
$21.2M
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.85K+ 3.89% |
$266K - $277K
|
76.1K
$7.45M
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.83K+ 2.33% |
$264K - $274K
|
124K
$12.2M
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.83KNew |
$263K - $274K
|
2.83K
$277K
|
|
Jul 26, 2023
Q2 2023
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
2.8K+ 4.16% |
$261K - $272K
|
70.2K
$6.87M
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
2.8K+ 3.11% |
$260K - $271K
|
92.6K
$9.06M
|
|
Jul 21, 2023
Q2 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
2.79K+ 56.64% |
$259K - $270K
|
7.7K
$754K
|
|
Jul 27, 2023
Q2 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
2.77KNew |
$258K - $268K
|
2.77K
$271K
|
|
Jul 12, 2023
Q2 2023
|
Collective Family Office LLC
|
BUY
|
- |
2.76K+ 30.48% |
$257K - $268K
|
11.8K
$1.16M
|
|
Jul 19, 2023
Q2 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
2.65K+ 4.13% |
$247K - $257K
|
66.8K
$6.54M
|
|
Jul 20, 2023
Q2 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
2.64KNew |
$246K - $256K
|
2.64K
$259K
|
|
Aug 04, 2023
Q2 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
2.59KNew |
$241K - $251K
|
2.59K
$253K
|
|
Aug 09, 2023
Q2 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.56KNew |
$239K - $248K
|
2.56K
$251K
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.55K+ 3.43% |
$237K - $247K
|
76.8K
$7.52M
|
|
Jul 26, 2023
Q2 2023
|
Patten Group, Inc.
|
BUY
|
- |
2.54K+ 12.2% |
$236K - $246K
|
23.3K
$2.28M
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
BUY
|
- |
2.53KNew |
$236K - $246K
|
2.53K
$248K
|
|
Jul 05, 2023
Q2 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
2.53K+ 1.8% |
$236K - $246K
|
144K
$14.1M
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
2.53K+ 40.45% |
$235K - $245K
|
8.77K
$858K
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.52KNew |
$234K - $244K
|
2.52K
$246K
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.49KNew |
$232K - $242K
|
2.49K
$244K
|
|
Jul 14, 2023
Q2 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
2.47K+ 5.9% |
$230K - $239K
|
44.3K
$4.33M
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2.45KNew |
$229K - $238K
|
2.45K
$240K
|
|
Aug 14, 2023
Q2 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
2.44K+ 2.78% |
$227K - $237K
|
90.3K
$8.84M
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.43K+ 2.86% |
$227K - $236K
|
87.6K
$8.57M
|
|
Jul 19, 2023
Q2 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
2.39K+ 6.24% |
$223K - $232K
|
40.7K
$3.99M
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
BUY
|
- |
2.36KNew |
$219K - $228K
|
2.36K
$231K
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
BUY
|
- |
2.33KNew |
$217K - $226K
|
2.33K
$228K
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
2.31KNew |
$215K - $224K
|
2.31K
$226K
|
|
Jul 21, 2023
Q2 2023
|
Columbus Macro, LLC
|
BUY
|
- |
2.3KNew |
$214K - $223K
|
2.3K
$225K
|
|
Jul 26, 2023
Q2 2023
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
2.27KNew |
$211K - $220K
|
2.27K
$222K
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.25K+ 12.08% |
$210K - $218K
|
20.9K
$2.05M
|
|
Aug 11, 2023
Q2 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
2.25KNew |
$210K - $218K
|
2.25K
$220K
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.22K+ 16.78% |
$207K - $216K
|
15.5K
$1.51M
|
|
Aug 02, 2023
Q2 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2.22KNew |
$207K - $215K
|
2.22K
$217K
|
|
Jul 13, 2023
Q2 2023
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
2.2KNew |
$205K - $213K
|
2.2K
$215K
|
|
Jul 31, 2023
Q2 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
2.15KNew |
$201K - $209K
|
2.15K
$211K
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.14KNew |
$199K - $207K
|
2.14K
$209K
|
|
Aug 10, 2023
Q2 2023
|
Neumann Capital Management, LLC
|
BUY
|
- |
2.13KNew |
$198K - $206K
|
2.13K
$208K
|