Purchases and Sales Made in Q3 2022 in Msci Eafe Growth ETF (EFG)
This table provides information about the institutional ownership of Msci Eafe Growth ETF (EFG) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.73M+ 49.87% |
$556M - $681M
|
23.2M
$2.27B
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.31M+ 37.87% |
$94.5M - $116M
|
4.78M
$468M
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.21M+ 62.18% |
$87.2M - $107M
|
3.16M
$310M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
848K+ 21.87% |
$60.9M - $74.7M
|
4.72M
$462M
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
722K+ 47.4% |
$51.9M - $63.6M
|
2.25M
$220M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
699K+ 46.14% |
$50.3M - $61.6M
|
2.21M
$217M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
697K+ 75.87% |
$50.1M - $61.4M
|
1.62M
$158M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
418K+ 45.21% |
$30M - $36.8M
|
1.34M
$131M
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
404K+ 39.3% |
$29.1M - $35.6M
|
1.43M
$140M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
384K+ 40.52% |
$27.6M - $33.8M
|
1.33M
$130M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
361K+ 23.39% |
$26M - $31.8M
|
1.9M
$186M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
274K+ 5.6% |
$19.7M - $24.1M
|
5.16M
$505M
|
|
|
Jan 25, 2023
Q3 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
226KNew |
$16.3M - $19.9M
|
226K
$22.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
- |
226K+ 976.28% |
$16.2M - $19.9M
|
249K
$24.4M
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
225K+ 1317.82% |
$16.2M - $19.9M
|
242K
$23.7M
|
|
|
Oct 14, 2022
Q3 2022
|
Jb Capital LLC
|
BUY
|
- |
206K+ 62.96% |
$14.8M - $18.2M
|
534K
$52.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
169K+ 19.98% |
$12.1M - $14.9M
|
1.01M
$99.2M
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
167K+ 176.22% |
$12M - $14.7M
|
262K
$25.7M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
155K+ 17.96% |
$11.1M - $13.6M
|
1.02M
$99.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
141K+ 16.83% |
$10.1M - $12.4M
|
978K
$95.7M
|
|
|
Nov 02, 2022
Q3 2022
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
124K+ 1192.98% |
$8.94M - $11M
|
135K
$13.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
123K+ 14.2% |
$8.84M - $10.8M
|
989K
$96.8M
|
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
120K+ 3259.12% |
$8.66M - $10.6M
|
124K
$12.1M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
108K+ 41.5% |
$7.79M - $9.55M
|
370K
$36.2M
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
107KNew |
$7.7M - $9.44M
|
107K
$10.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
101KNew |
$7.28M - $8.93M
|
101K
$9.92M
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
97.1K+ 52.54% |
$6.98M - $8.56M
|
282K
$27.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
93.7K+ 37.51% |
$6.73M - $8.25M
|
343K
$33.6M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
93.2K+ 34.77% |
$6.7M - $8.22M
|
361K
$35.4M
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
93.1KNew |
$6.69M - $8.2M
|
93.1K
$9.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
92.9K+ 28.31% |
$6.68M - $8.19M
|
421K
$41.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
88.1K+ 22.77% |
$6.33M - $7.76M
|
475K
$46.5M
|
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
85.1KNew |
$6.12M - $7.49M
|
85.1K
$8.33M
|
|
|
Nov 03, 2022
Q3 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
80.2K+ 0.91% |
$5.77M - $7.07M
|
8.91M
$872M
|
|
|
Oct 28, 2022
Q3 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
79.1K+ 42.29% |
$5.69M - $6.97M
|
266K
$26.1M
|
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
BUY
|
- |
74.9K+ 240.61% |
$5.39M - $6.6M
|
106K
$10.4M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
73.5K+ 30.14% |
$5.28M - $6.47M
|
317K
$31M
|
|
|
Nov 09, 2022
Q3 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
68.9K+ 103.04% |
$4.96M - $6.07M
|
136K
$13.3M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
66.8KNew |
$4.8M - $5.89M
|
66.8K
$6.54M
|
|
|
Oct 11, 2022
Q3 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
65.8K+ 1841.16% |
$4.73M - $5.8M
|
69.4K
$6.79M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
63.8K+ 25.0% |
$4.58M - $5.62M
|
319K
$31.2M
|
|
|
Nov 16, 2022
Q3 2022
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
56.5KNew |
$4.06M - $4.98M
|
56.5K
$5.53M
|
|
|
Nov 02, 2022
Q3 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
55.4K+ 46.07% |
$3.98M - $4.88M
|
176K
$17.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
55K+ 11.57% |
$3.95M - $4.85M
|
530K
$51.9M
|
|
|
Nov 14, 2022
Q3 2022
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
54K+ 815.51% |
$3.88M - $4.76M
|
60.6K
$5.94M
|
|
|
Nov 14, 2022
Q3 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
53.9K+ 40.07% |
$3.88M - $4.75M
|
189K
$18.5M
|
|
|
Oct 26, 2022
Q3 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
50.2K+ 48.13% |
$3.61M - $4.42M
|
154K
$15.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
50K+ 23.05% |
$3.59M - $4.4M
|
267K
$26.1M
|
|
|
Oct 21, 2022
Q3 2022
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
49.7K+ 37.16% |
$3.57M - $4.38M
|
183K
$18M
|
|
|
Oct 21, 2022
Q3 2022
|
West Wealth Group, LLC
|
BUY
|
- |
49.1K+ 41.65% |
$3.53M - $4.32M
|
167K
$16.3M
|