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 08, 2022
Q3 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
20.6K+ 26.98% |
$1.48M - $1.81M
|
96.8K
$9.48M
|
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
20.5K+ 39.52% |
$1.47M - $1.81M
|
72.4K
$7.08M
|
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
BUY
|
- |
20.1K+ 212.23% |
$1.44M - $1.77M
|
29.5K
$2.89M
|
|
|
Nov 14, 2022
Q3 2022
|
Harding Loevner LP
Bridgewater, NJ |
BUY
|
- |
19.8KNew |
$1.42M - $1.74M
|
19.8K
$1.93M
|
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
19.7K+ 220.63% |
$1.42M - $1.74M
|
28.6K
$2.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
19.4K+ 42.56% |
$1.4M - $1.71M
|
65K
$6.37M
|
|
|
Nov 10, 2022
Q3 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
19K+ 59.52% |
$1.37M - $1.67M
|
50.9K
$4.98M
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
18.3K+ 200.0% |
$1.31M - $1.61M
|
27.4K
$2.69M
|
|
|
Nov 14, 2022
Q3 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
18.2K+ 11.39% |
$1.31M - $1.61M
|
178K
$17.4M
|
|
|
Oct 21, 2022
Q3 2022
|
Provence Wealth Management Group
|
BUY
|
- |
17.6K+ 62.1% |
$1.27M - $1.55M
|
46.1K
$4.51M
|
|
|
Oct 24, 2022
Q3 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
17.4K+ 87.29% |
$1.25M - $1.54M
|
37.4K
$3.66M
|
|
|
Nov 09, 2022
Q3 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
17.4KNew |
$1.25M - $1.53M
|
17.4K
$1.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
17.4K+ 57.12% |
$1.25M - $1.53M
|
47.7K
$4.67M
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
17.2K+ 14.18% |
$1.23M - $1.51M
|
138K
$13.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
16.4K+ 27.54% |
$1.18M - $1.45M
|
76.1K
$7.45M
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
16.4K+ 25.94% |
$1.18M - $1.44M
|
79.6K
$7.79M
|
|
|
Oct 17, 2022
Q3 2022
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
16.3K+ 51.45% |
$1.17M - $1.44M
|
48K
$4.7M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
16K+ 2.5% |
$1.15M - $1.41M
|
659K
$64.5M
|
|
|
Dec 02, 2022
Q3 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
15.9K+ 142.87% |
$1.14M - $1.4M
|
27.1K
$2.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
15.8K+ 7.79% |
$1.14M - $1.39M
|
219K
$21.4M
|
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
15.7K+ 101.0% |
$1.13M - $1.38M
|
31.2K
$3.05M
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
15.6K+ 58.5% |
$1.12M - $1.37M
|
42.1K
$4.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
15.4KNew |
$1.11M - $1.36M
|
15.4K
$1.51M
|
|
|
Oct 12, 2022
Q3 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
15.4K+ 41.83% |
$1.11M - $1.35M
|
52.1K
$5.1M
|
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
15.1K+ 26.71% |
$1.09M - $1.33M
|
71.8K
$7.03M
|
|
|
Nov 08, 2022
Q3 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
15K+ 26.75% |
$1.08M - $1.32M
|
71.2K
$6.97M
|
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
14.6K+ 76.69% |
$1.05M - $1.29M
|
33.6K
$3.29M
|
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
14.3K+ 46.59% |
$1.03M - $1.26M
|
45K
$4.41M
|
|
|
Nov 14, 2022
Q3 2022
|
Total Wealth Planning, LLC
|
BUY
|
- |
14.1KNew |
$1.01M - $1.24M
|
14.1K
$1.38M
|
|
|
Oct 14, 2022
Q3 2022
|
Adviser Investments LLC
|
BUY
|
- |
13.6K+ 2.51% |
$979K - $1.2M
|
556K
$54.4M
|
|
|
Oct 17, 2022
Q3 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
13.5K+ 145.74% |
$967K - $1.19M
|
22.7K
$2.22M
|
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
13.4K+ 44.06% |
$963K - $1.18M
|
43.8K
$4.29M
|
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
13.4K+ 7.38% |
$962K - $1.18M
|
195K
$19.1M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
13.2K+ 43.36% |
$947K - $1.16M
|
43.6K
$4.26M
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
13.1K+ 47.74% |
$940K - $1.15M
|
40.5K
$3.96M
|
|
|
Nov 09, 2022
Q3 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
12.7K+ 35.96% |
$916K - $1.12M
|
48.2K
$4.72M
|
|
|
Apr 24, 2023
Q3 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
12.7KNew |
$912K - $1.12M
|
12.7K
$1.24M
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
12.5KNew |
$900K - $1.1M
|
12.5K
$1.22M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
12.4K+ 62.81% |
$892K - $1.09M
|
32.2K
$3.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
12.2K+ 140.58% |
$877K - $1.07M
|
20.9K
$2.04M
|
|
|
Oct 18, 2022
Q3 2022
|
Apeiron Ria LLC
|
BUY
|
- |
12.2K+ 28.01% |
$876K - $1.07M
|
55.7K
$5.45M
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
12.2K+ 9.07% |
$875K - $1.07M
|
146K
$14.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
11.2K+ 19.53% |
$809K - $991K
|
68.8K
$6.74M
|
|
|
Nov 09, 2022
Q3 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
11K+ 551.76% |
$790K - $968K
|
13K
$1.27M
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
10.9K+ 890.08% |
$787K - $965K
|
12.2K
$1.19M
|
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
10.8K+ 8.13% |
$780K - $956K
|
144K
$14.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
10.7K+ 9.47% |
$768K - $941K
|
123K
$12.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.3K+ 21.45% |
$744K - $911K
|
58.6K
$5.73M
|
|
|
Oct 14, 2022
Q3 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
10.2K+ 14.59% |
$735K - $900K
|
80.2K
$7.85M
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.1K+ 4.46% |
$727K - $891K
|
237K
$23.2M
|