Purchases and Sales Made in Q2 2023 in Msci Eafe Growth ETF (EFG)
This table provides information about the institutional ownership of Msci Eafe Growth ETF (EFG) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.15K- 15.16% |
$107K - $111K
|
6.43K
$668K
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.16K- 17.65% |
$108K - $112K
|
5.41K
$563K
|
|
|
Jul 26, 2023
Q2 2023
|
Simplicity Wealth,Llc
|
SELL
|
- |
-1.17K- 1.35% |
$109K - $114K
|
85.3K
$8.87M
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.23K- 18.51% |
$114K - $119K
|
5.41K
$563K
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.25K- 19.15% |
$117K - $122K
|
5.3K
$550K
|
|
|
Jul 27, 2023
Q2 2023
|
Rockland Trust CO
|
SELL
|
- |
-1.31K- 14.82% |
$122K - $127K
|
7.51K
$781K
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.4K- 1.09% |
$130K - $136K
|
127K
$13.2M
|
|
|
Jul 10, 2023
Q2 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-1.45K- 19.19% |
$135K - $141K
|
6.11K
$635K
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.45K- 7.55% |
$135K - $141K
|
17.8K
$1.85M
|
|
|
Aug 28, 2024
Q2 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-1.47K- 18.26% |
$137K - $143K
|
6.59K
$685K
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.55K- 14.85% |
$144K - $150K
|
8.86K
$921K
|
|
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-1.65K- 15.58% |
$154K - $160K
|
8.96K
$931K
|
|
|
Aug 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.73K- 12.39% |
$161K - $167K
|
12.2K
$1.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.74K- 4.8% |
$162K - $168K
|
34.4K
$3.58M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-1.78K- 30.41% |
$166K - $172K
|
4.07K
$423K
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1.87K- 14.33% |
$174K - $181K
|
11.2K
$1.16M
|
|
|
Aug 08, 2023
Q2 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-1.91K- 38.51% |
$178K - $185K
|
3.05K
$317K
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.97K- 38.31% |
$184K - $191K
|
3.17K
$330K
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-2.14K- 1.8% |
$199K - $207K
|
117K
$12.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-2.18K- 14.28% |
$203K - $212K
|
13.1K
$1.36M
|
|
|
Feb 04, 2025
Q2 2023
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-2.28K- 19.53% |
$212K - $221K
|
9.4K
$977K
|
|
|
Jan 24, 2024
Q2 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-2.29KClosed |
$214K - $222K
|
0
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Washington Trust Bank
|
SELL
|
- |
-2.35K- 49.09% |
$219K - $228K
|
2.43K
$253K
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.55K- 5.28% |
$237K - $247K
|
45.7K
$4.74M
|
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-2.6K- 18.47% |
$242K - $252K
|
11.5K
$1.19M
|
|
|
Jul 31, 2023
Q2 2023
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-2.63K- 6.06% |
$245K - $255K
|
40.8K
$4.24M
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-2.74K- 19.57% |
$255K - $265K
|
11.3K
$1.17M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.75K- 8.27% |
$256K - $267K
|
30.5K
$3.17M
|
|
|
Aug 24, 2023
Q2 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-2.76K- 34.21% |
$257K - $268K
|
5.32K
$552K
|
|
|
Jul 05, 2023
Q2 2023
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-2.9K- 4.7% |
$270K - $281K
|
58.8K
$6.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3K- 11.99% |
$279K - $290K
|
22K
$2.28M
|
|
|
Aug 03, 2023
Q2 2023
|
Crestone Asset Management LLC
|
SELL
|
- |
-3.13K- 11.0% |
$292K - $304K
|
25.3K
$2.63M
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-3.14K- 36.92% |
$292K - $304K
|
5.37K
$558K
|
|
|
Jul 17, 2023
Q2 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-3.19K- 1.33% |
$297K - $310K
|
237K
$24.7M
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-3.3K- 18.95% |
$308K - $320K
|
14.1K
$1.47M
|
|
|
Aug 04, 2023
Q2 2023
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-3.43K- 3.34% |
$319K - $332K
|
99.2K
$10.3M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-3.86K- 0.92% |
$359K - $374K
|
416K
$43.3M
|
|
|
Jul 11, 2023
Q2 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-3.9K- 5.89% |
$363K - $378K
|
62.2K
$6.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-4.07K- 57.59% |
$379K - $394K
|
2.99K
$311K
|
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-4.17K- 4.96% |
$388K - $404K
|
79.8K
$8.29M
|
|
|
Aug 15, 2023
Q2 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-4.26K- 7.63% |
$397K - $413K
|
51.6K
$5.36M
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-4.92K- 33.37% |
$459K - $477K
|
9.83K
$1.02M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-4.95K- 27.3% |
$461K - $480K
|
13.2K
$1.37M
|
|
|
Aug 07, 2023
Q2 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-5.26K- 1.95% |
$490K - $510K
|
264K
$27.5M
|
|
|
Jul 17, 2023
Q2 2023
|
Forte Asset Management LLC
|
SELL
|
- |
-5.33K- 7.94% |
$496K - $517K
|
61.8K
$6.42M
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-5.48K- 6.66% |
$510K - $531K
|
76.7K
$7.97M
|
|
|
Aug 11, 2023
Q2 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-5.88K- 3.18% |
$547K - $570K
|
179K
$18.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-6.1K- 6.39% |
$568K - $591K
|
89.3K
$9.28M
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-6.3K- 46.77% |
$586K - $610K
|
7.17K
$745K
|
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-6.34K- 44.21% |
$591K - $615K
|
8K
$832K
|