Purchases and Sales Made in Q2 2022 in Msci Eafe Growth ETF (EFG)
This table provides information about the institutional ownership of Msci Eafe Growth ETF (EFG) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.41KNew |
$110K - $138K
|
1.41K
$147K
|
|
Aug 05, 2022
Q2 2022
|
Ascent Group, LLC
|
BUY
|
- |
1.35K+ 17.1% |
$105K - $132K
|
9.24K
$960K
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.33K+ 22.8% |
$103K - $130K
|
7.15K
$743K
|
|
Jul 22, 2022
Q2 2022
|
Silverhawk Asset Management, LLC
|
BUY
|
- |
1.31K+ 2.02% |
$102K - $128K
|
66.1K
$6.87M
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.31K+ 57.99% |
$102K - $128K
|
3.56K
$370K
|
|
Aug 15, 2022
Q2 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.3K+ 3.38% |
$101K - $127K
|
39.8K
$4.13M
|
|
Aug 11, 2022
Q2 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.29K+ 1.96% |
$100K - $126K
|
66.9K
$6.95M
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.28K+ 18.46% |
$100K - $125K
|
8.23K
$856K
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1.23KNew |
$95.9K - $120K
|
1.23K
$128K
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
1.17K+ 4.0% |
$91.1K - $114K
|
30.4K
$3.16M
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.17K+ 33.22% |
$91K - $114K
|
4.68K
$487K
|
|
Oct 11, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.11K+ 1.9% |
$86.8K - $109K
|
59.7K
$6.2M
|
|
Aug 08, 2022
Q2 2022
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
1.06K+ 28.54% |
$82.7K - $104K
|
4.78K
$497K
|
|
Jul 21, 2022
Q2 2022
|
Sol Capital Management CO
|
BUY
|
- |
1.06K+ 12.04% |
$82.2K - $103K
|
9.82K
$1.02M
|
|
Aug 12, 2022
Q2 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.05K+ 24.92% |
$82K - $103K
|
5.27K
$548K
|
|
Aug 03, 2022
Q2 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.03K+ 37.16% |
$80.2K - $101K
|
3.8K
$395K
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.02K+ 9.73% |
$79.4K - $99.6K
|
11.5K
$1.19M
|
|
Aug 09, 2022
Q2 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
971+ 1.79% |
$75.7K - $94.9K
|
55.2K
$5.73M
|
|
Aug 15, 2022
Q2 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
958+ 20.81% |
$74.7K - $93.7K
|
5.56K
$578K
|
|
Aug 09, 2022
Q2 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
900+ 1.76% |
$70.2K - $88K
|
52K
$5.41M
|
|
Jul 25, 2022
Q2 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
897+ 8.81% |
$69.9K - $87.7K
|
11.1K
$1.15M
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
841+ 6.25% |
$65.6K - $82.2K
|
14.3K
$1.49M
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
816New |
$63.6K - $79.8K
|
816
$84.8K
|
|
Jul 20, 2022
Q2 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
809+ 11.84% |
$63.1K - $79.1K
|
7.64K
$794K
|
|
Aug 04, 2022
Q2 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
796+ 1.44% |
$62K - $77.8K
|
56.2K
$5.84M
|
|
Jul 26, 2022
Q2 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
749New |
$58.4K - $73.2K
|
749
$77.9K
|
|
Aug 05, 2022
Q2 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
742+ 6.12% |
$57.8K - $72.6K
|
12.9K
$1.34M
|
|
Aug 15, 2022
Q2 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
735+ 2.42% |
$57.3K - $71.9K
|
31.1K
$3.23M
|
|
Aug 02, 2022
Q2 2022
|
Hyman Charles D
|
BUY
|
- |
700+ 4.34% |
$54.6K - $68.4K
|
16.8K
$1.75M
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
686+ 12.9% |
$53.5K - $67.1K
|
6.01K
$624K
|
|
Aug 04, 2022
Q2 2022
|
North Rock Partners, LLC
|
BUY
|
- |
670+ 1.83% |
$52.2K - $65.5K
|
37.3K
$3.88M
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
662+ 1324.0% |
$51.6K - $64.7K
|
712
$74K
|
|
Jul 13, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
646+ 2.52% |
$50.4K - $63.2K
|
26.3K
$2.73M
|
|
Oct 03, 2022
Q2 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
639+ 17.18% |
$49.8K - $62.5K
|
4.36K
$453K
|
|
Jul 29, 2022
Q2 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
637+ 1.21% |
$49.7K - $62.3K
|
53.4K
$5.55M
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
623+ 1.27% |
$48.6K - $60.9K
|
49.6K
$5.16M
|
|
Aug 09, 2022
Q2 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
606+ 0.65% |
$47.2K - $59.3K
|
94.1K
$9.78M
|
|
Aug 15, 2022
Q2 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
576+ 22.77% |
$44.9K - $56.3K
|
3.11K
$323K
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
BUY
|
- |
571New |
$44.5K - $55.8K
|
571
$59.3K
|
|
Aug 15, 2022
Q2 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
568+ 4.72% |
$44.3K - $55.5K
|
12.6K
$1.31M
|
|
Aug 15, 2022
Q2 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
556+ 8.41% |
$43.3K - $54.4K
|
7.17K
$745K
|
|
Aug 10, 2022
Q2 2022
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
537New |
$41.9K - $52.5K
|
537
$55.8K
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
528+ 2.11% |
$41.2K - $51.6K
|
25.5K
$2.65M
|
|
Jul 19, 2022
Q2 2022
|
Stone House Investment Management, LLC
|
BUY
|
- |
524+ 0.62% |
$40.8K - $51.2K
|
85.5K
$8.88M
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
505+ 9.87% |
$39.4K - $49.4K
|
5.62K
$584K
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
459New |
$35.8K - $44.9K
|
459
$47.7K
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
455+ 0.71% |
$35.5K - $44.5K
|
64.7K
$6.72M
|
|
Aug 05, 2022
Q2 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
441+ 19.12% |
$34.4K - $43.1K
|
2.75K
$286K
|
|
Jul 26, 2022
Q2 2022
|
Prw Wealth Management LLC
|
BUY
|
- |
422+ 9.03% |
$32.9K - $41.3K
|
5.1K
$530K
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
413+ 1.53% |
$32.2K - $40.4K
|
27.4K
$2.85M
|