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 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
15.7K+ 95.79% |
$1.14M - $1.39M
|
32.1K
$3.11M
|
|
|
Feb 03, 2023
Q4 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
15.7KNew |
$1.13M - $1.38M
|
15.7K
$1.51M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
15.6K+ 10.81% |
$1.13M - $1.38M
|
160K
$15.5M
|
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
15.2KNew |
$1.1M - $1.34M
|
15.2K
$1.47M
|
|
|
Feb 02, 2023
Q4 2022
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
15.2KNew |
$1.1M - $1.34M
|
15.2K
$1.47M
|
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
14.9K+ 17.57% |
$1.08M - $1.32M
|
100K
$9.67M
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
14.9KNew |
$1.08M - $1.32M
|
14.9K
$1.44M
|
|
|
Jan 24, 2023
Q4 2022
|
Rockland Trust CO
|
BUY
|
- |
14.8KNew |
$1.07M - $1.31M
|
14.8K
$1.44M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
14.7KNew |
$1.06M - $1.3M
|
14.7K
$1.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
14.1K+ 18.45% |
$1.02M - $1.24M
|
90.6K
$8.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
14KNew |
$1.01M - $1.23M
|
14K
$1.35M
|
|
|
Feb 23, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
13.5K+ 79.62% |
$973K - $1.19M
|
30.4K
$2.94M
|
|
|
Feb 13, 2023
Q4 2022
|
Hardy Reed LLC
|
BUY
|
- |
13.3KNew |
$957K - $1.17M
|
13.3K
$1.28M
|
|
|
Jan 26, 2023
Q4 2022
|
Legacy Financial Group LLC
|
BUY
|
- |
12.9KNew |
$932K - $1.14M
|
12.9K
$1.25M
|
|
|
Jan 27, 2023
Q4 2022
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
12.5KNew |
$903K - $1.1M
|
12.5K
$1.21M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
12.2K+ 1.13% |
$884K - $1.08M
|
1.1M
$106M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
12.1K+ 1.23% |
$877K - $1.07M
|
1M
$96.8M
|
|
|
Feb 10, 2023
Q4 2022
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
12KNew |
$867K - $1.06M
|
12K
$1.16M
|
|
|
Feb 13, 2023
Q4 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
12KNew |
$864K - $1.05M
|
12K
$1.16M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
11.6K+ 85.33% |
$837K - $1.02M
|
25.2K
$2.44M
|
|
|
Jan 24, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
11.5KNew |
$830K - $1.01M
|
11.5K
$1.11M
|
|
|
Jan 23, 2023
Q4 2022
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
11KNew |
$796K - $972K
|
11K
$1.07M
|
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
10.9KNew |
$784K - $958K
|
10.9K
$1.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
10.5KNew |
$757K - $924K
|
10.5K
$1.01M
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
10.4KNew |
$749K - $915K
|
10.4K
$1M
|
|
|
Jan 18, 2023
Q4 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
10.2K+ 32.71% |
$734K - $896K
|
41.2K
$3.99M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
10.1K+ 238.91% |
$732K - $893K
|
14.4K
$1.39M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
9.86K+ 109.12% |
$712K - $869K
|
18.9K
$1.83M
|
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
9.84K+ 43.4% |
$711K - $868K
|
32.5K
$3.15M
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
9.58K+ 2.51% |
$692K - $845K
|
391K
$37.8M
|
|
|
Jan 17, 2023
Q4 2022
|
Orgel Wealth Management, LLC
|
BUY
|
- |
9.49KNew |
$685K - $836K
|
9.49K
$918K
|
|
|
Feb 09, 2023
Q4 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
9.2KNew |
$664K - $811K
|
9.2K
$890K
|
|
|
Jan 27, 2023
Q4 2022
|
First Pacific Financial
|
BUY
|
- |
8.9K+ 23.74% |
$642K - $784K
|
46.4K
$4.48M
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
8.15K+ 197.05% |
$588K - $718K
|
12.3K
$1.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
8.04K+ 4.51% |
$580K - $708K
|
186K
$18M
|
|
|
Feb 14, 2023
Q4 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.03K+ 16.82% |
$580K - $708K
|
55.8K
$5.39M
|
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
BUY
|
- |
7.96K+ 14.3% |
$574K - $701K
|
63.6K
$6.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
7.92K+ 17.97% |
$572K - $698K
|
52K
$5.03M
|
|
|
Jan 25, 2023
Q4 2022
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
7.9KNew |
$571K - $696K
|
7.9K
$764K
|
|
|
Feb 14, 2023
Q4 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
7.88K+ 28.0% |
$569K - $695K
|
36K
$3.48M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
7.69K+ 0.54% |
$555K - $677K
|
1.44M
$139M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
7.62K+ 179.89% |
$550K - $672K
|
11.9K
$1.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
7.52K+ 11.56% |
$543K - $663K
|
72.6K
$7.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
7.44K+ 16.43% |
$537K - $656K
|
52.7K
$5.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
7.09K+ 14.22% |
$512K - $625K
|
56.9K
$5.51M
|
|
|
Jan 25, 2023
Q4 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
6.96K+ 6.78% |
$503K - $614K
|
110K
$10.6M
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
6.84K+ 73.76% |
$494K - $603K
|
16.1K
$1.56M
|
|
|
Mar 30, 2023
Q4 2022
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
6.83KNew |
$493K - $602K
|
6.83K
$660K
|
|
|
Feb 06, 2023
Q4 2022
|
Navalign, LLC
|
BUY
|
- |
6.64KNew |
$479K - $585K
|
6.64K
$642K
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
6.14KNew |
$443K - $541K
|
6.14K
$594K
|