Purchases and Sales Made in Q4 2022 in Msci Eafe Growth ETF (EFG)
This table provides information about the institutional ownership of Msci Eafe Growth ETF (EFG) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-7.73K- 62.06% |
$558K - $681K
|
4.73K
$484K
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-7.74K- 22.14% |
$558K - $682K
|
27.2K
$2.79M
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-7.76K- 38.99% |
$560K - $684K
|
12.1K
$1.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-8.16K- 75.16% |
$589K - $719K
|
2.7K
$276K
|
|
|
Feb 06, 2023
Q4 2022
|
Wolff Financial Management LLC
|
SELL
|
- |
-8.18K- 50.59% |
$590K - $721K
|
7.99K
$818K
|
|
|
Feb 10, 2023
Q4 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-8.35K- 25.22% |
$603K - $736K
|
24.7K
$2.54M
|
|
|
Feb 06, 2023
Q4 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-8.69K- 6.37% |
$628K - $766K
|
128K
$13.1M
|
|
|
Feb 01, 2023
Q4 2022
|
Crestone Asset Management LLC
|
SELL
|
- |
-8.92K- 22.41% |
$644K - $787K
|
30.9K
$3.17M
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-8.94K- 77.7% |
$645K - $788K
|
2.57K
$263K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-9.07K- 3.46% |
$655K - $799K
|
253K
$25.9M
|
|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-9.12K- 28.34% |
$658K - $804K
|
23.1K
$2.36M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-9.16K- 9.36% |
$661K - $807K
|
88.7K
$9.08M
|
|
|
Feb 09, 2023
Q4 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-9.37K- 7.29% |
$676K - $826K
|
119K
$12.2M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9.47K- 10.09% |
$684K - $835K
|
84.4K
$8.64M
|
|
|
Feb 10, 2023
Q4 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-9.6K- 19.92% |
$693K - $846K
|
38.6K
$3.95M
|
|
|
Jan 19, 2023
Q4 2022
|
Harbor Group, Inc.
|
SELL
|
- |
-9.76K- 45.52% |
$705K - $860K
|
11.7K
$1.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-9.88K- 13.87% |
$713K - $871K
|
61.3K
$6.28M
|
|
|
Feb 15, 2023
Q4 2022
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-10K- 79.56% |
$725K - $885K
|
2.58K
$264K
|
|
|
Jan 19, 2023
Q4 2022
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-10.3K- 21.41% |
$742K - $906K
|
37.7K
$3.86M
|
|
|
Feb 02, 2023
Q4 2022
|
Provence Wealth Management Group
|
SELL
|
- |
-10.5K- 22.69% |
$755K - $921K
|
35.6K
$3.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-10.8K- 65.93% |
$782K - $955K
|
5.6K
$573K
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-12.6K- 28.95% |
$911K - $1.11M
|
31K
$3.17M
|
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-12.7KClosed |
$916K - $1.12M
|
0
$0
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-12.8K- 29.24% |
$925K - $1.13M
|
31K
$3.18M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-12.9K- 24.71% |
$932K - $1.14M
|
39.3K
$4.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-13.2K- 12.49% |
$954K - $1.16M
|
92.6K
$9.49M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-13.2K- 12.49% |
$954K - $1.16M
|
92.6K
$9.49M
|
|
|
Feb 06, 2023
Q4 2022
|
Washington Trust Bank
|
SELL
|
- |
-13.3K- 35.54% |
$962K - $1.17M
|
24.2K
$2.47M
|
|
|
Jan 30, 2023
Q4 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-14K- 14.62% |
$1.01M - $1.23M
|
81.7K
$8.37M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-14.8K- 1.45% |
$1.07M - $1.3M
|
1M
$103M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-15K- 6.01% |
$1.08M - $1.32M
|
234K
$24M
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-15.9K- 23.76% |
$1.15M - $1.4M
|
51K
$5.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-16K- 6.18% |
$1.15M - $1.41M
|
242K
$24.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-16K- 7.12% |
$1.16M - $1.41M
|
209K
$21.4M
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-16.4KClosed |
$1.19M - $1.45M
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-16.6K- 79.42% |
$1.2M - $1.46M
|
4.3K
$440K
|
|
|
Jan 23, 2023
Q4 2022
|
West Wealth Group, LLC
|
SELL
|
- |
-16.8K- 10.04% |
$1.21M - $1.48M
|
150K
$15.4M
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-16.9K- 31.45% |
$1.22M - $1.49M
|
36.8K
$3.77M
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-16.9K- 11.58% |
$1.22M - $1.49M
|
129K
$13.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-17K- 71.38% |
$1.23M - $1.5M
|
6.81K
$698K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-17.5K- 6.13% |
$1.26M - $1.54M
|
268K
$27.4M
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-18.2K- 11.76% |
$1.31M - $1.6M
|
136K
$14M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-18.5K- 1.89% |
$1.33M - $1.63M
|
960K
$98.3M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-18.5K- 35.97% |
$1.34M - $1.63M
|
32.9K
$3.37M
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-20.3K- 47.46% |
$1.46M - $1.79M
|
22.5K
$2.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-20.8K- 16.33% |
$1.5M - $1.83M
|
107K
$10.9M
|
|
|
Feb 09, 2023
Q4 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-21K- 57.09% |
$1.52M - $1.85M
|
15.8K
$1.62M
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-22.3K- 55.09% |
$1.61M - $1.97M
|
18.2K
$1.86M
|
|
|
Feb 06, 2023
Q4 2022
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-22.6K- 16.74% |
$1.63M - $1.99M
|
112K
$11.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Country Club Bank
|
SELL
|
- |
-24.1K- 7.61% |
$1.74M - $2.13M
|
293K
$30M
|