Purchases and Sales Made in Q2 2023 in Msci Eafe Growth ETF (EFG)

EFG Quotes by TradingView

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
Jul 26, 2023 Q2 2023
Pallas Capital Advisors LLC

Braintree, MA
BUY
 -
34.9K
New
$3.25M - $3.39M
34.9K $3.63M
Aug 07, 2023 Q2 2023
Polaris Wealth Advisory Group, LLC

BUY
 -
34.9K
New
$3.25M - $3.38M
34.9K $3.62M
Aug 11, 2023 Q2 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
34.1K
+ 2.71%
$3.18M - $3.31M
1.29M $134M
Jul 21, 2023 Q2 2023
Austin Private Wealth, LLC

BUY
 -
33.1K
+ 9.24%
$3.08M - $3.21M
391K $40.7M
Jul 14, 2023 Q2 2023
Sharkey, Howes & Javer

BUY
 -
29.3K
+ 14.28%
$2.73M - $2.84M
235K $24.4M
Aug 10, 2023 Q2 2023
Bedel Financial Consulting, Inc.

BUY
 -
27.3K
+ 26.68%
$2.54M - $2.64M
129K $13.5M
Aug 10, 2023 Q2 2023
Certus Wealth Management, LLC

Redwood City, CA
BUY
 -
27.2K
New
$2.54M - $2.64M
27.2K $2.83M
May 13, 2024 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
26.8K
+ 41.65%
$2.49M - $2.6M
91.1K $9.47M
Sep 12, 2023 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
26.8K
+ 41.65%
$2.49M - $2.6M
91.1K $9.47M
Aug 14, 2023 Q2 2023
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
26.8K
+ 630.62%
$2.49M - $2.59M
31K $3.22M
Aug 14, 2023 Q2 2023
Wcg Wealth Advisors LLC

Las Vegas, NV
BUY
 -
25.7K
New
$2.39M - $2.49M
25.7K $2.67M
Aug 02, 2023 Q2 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
25.5K
+ 49.05%
$2.38M - $2.47M
77.5K $8.06M
Jul 28, 2023 Q2 2023
Invst, LLC

Indianapolis, IN
BUY
 -
25.3K
+ 18.47%
$2.36M - $2.46M
163K $16.9M
Aug 14, 2023 Q2 2023
One Wealth Advisors, LLC

San Francisco, CA
BUY
 -
22K
+ 13.5%
$2.05M - $2.13M
185K $19.2M
Jul 21, 2023 Q2 2023
1900 Wealth Management LLC

BUY
 -
21.5K
+ 16.04%
$2M - $2.08M
155K $16.2M
Aug 14, 2023 Q2 2023
Ascent Group, LLC

BUY
 -
21.2K
+ 89.7%
$1.97M - $2.05M
44.8K $4.66M
Aug 09, 2023 Q2 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
20.5K
+ 2.22%
$1.91M - $1.98M
943K $98M
Jul 26, 2023 Q2 2023
Beam Wealth Advisors, Inc.

BUY
 -
20.1K
New
$1.87M - $1.95M
20.1K $2.09M
Aug 03, 2023 Q2 2023
Cwm, LLC

BUY
 -
20K
+ 1.31%
$1.87M - $1.94M
1.55M $161M
Oct 18, 2023 Q2 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
19.9K
+ 12.62%
$1.86M - $1.93M
178K $18.5M
Aug 01, 2024 Q2 2023
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
19.4K
+ 125.39%
$1.81M - $1.88M
34.9K $3.63M
Aug 04, 2023 Q2 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
19K
+ 5.95%
$1.77M - $1.84M
338K $35.1M
Jul 21, 2023 Q2 2023
Cypress Wealth Services, LLC

BUY
 -
18.9K
+ 17.26%
$1.76M - $1.83M
128K $13.3M
Jul 25, 2023 Q2 2023
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
18K
+ 3458.35%
$1.68M - $1.75M
18.5K $1.93M
Aug 09, 2023 Q2 2023
Private Advisor Group, LLC

BUY
 -
17.1K
+ 31.52%
$1.6M - $1.66M
71.5K $7.44M
Aug 14, 2023 Q2 2023
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
16.5K
New
$1.54M - $1.6M
16.5K $1.72M
Aug 09, 2023 Q2 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
16.4K
+ 4.06%
$1.53M - $1.59M
421K $43.7M
Jul 24, 2023 Q2 2023
Dfpg Investments, LLC

BUY
 -
16.3K
+ 91.06%
$1.51M - $1.58M
34.1K $3.54M
Aug 14, 2023 Q2 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
16.2K
+ 6.83%
$1.51M - $1.57M
254K $26.4M
Jul 20, 2023 Q2 2023
Cardinal Strategic Wealth Guidance

BUY
 -
15.9K
+ 7.06%
$1.48M - $1.54M
241K $25M
Aug 08, 2023 Q2 2023
Financial Advisory Service, Inc.

BUY
 -
15.9K
+ 4.5%
$1.48M - $1.54M
369K $38.3M
Jul 10, 2023 Q2 2023
Quent Capital, LLC

BUY
 -
15.7K
+ 4.5%
$1.46M - $1.52M
365K $37.9M
Jun 14, 2024 Q2 2023
Quent Capital, LLC

BUY
 -
15.7K
+ 4.5%
$1.46M - $1.52M
365K $37.9M
Aug 09, 2023 Q2 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
15.4K
+ 6.83%
$1.44M - $1.5M
242K $25.1M
Aug 14, 2023 Q2 2023
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
15.3K
+ 17.27%
$1.42M - $1.48M
104K $10.8M
Aug 09, 2023 Q2 2023
R Pg Family Wealth Advisory, LLC

Burlington, MA
BUY
 -
14.9K
New
$1.39M - $1.44M
14.9K $1.55M
Jul 24, 2023 Q2 2023
Provence Wealth Management Group

BUY
 -
14.8K
+ 47.93%
$1.38M - $1.43M
45.6K $4.74M
Aug 14, 2023 Q2 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
14.7K
+ 15.27%
$1.37M - $1.42M
111K $11.5M
May 14, 2024 Q2 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
14.7K
+ 15.27%
$1.37M - $1.42M
111K $11.5M
Jul 14, 2023 Q2 2023
Clear Creek Financial Management, LLC

BUY
 -
14.7K
+ 28.87%
$1.37M - $1.42M
65.4K $6.8M
Aug 14, 2023 Q2 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
14.5K
+ 3.24%
$1.36M - $1.41M
464K $48.2M
Aug 03, 2023 Q2 2023
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
14.3K
New
$1.33M - $1.39M
14.3K $1.49M
Aug 15, 2023 Q2 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
14.2K
+ 46.77%
$1.33M - $1.38M
44.7K $4.65M
Aug 09, 2023 Q2 2023
Us Bancorp \De\

BUY
 -
13.5K
+ 1.02%
$1.26M - $1.31M
1.34M $139M
Aug 14, 2023 Q2 2023
Steward Partners Investment Advisory, LLC

BUY
 -
13.5K
+ 11.6%
$1.25M - $1.31M
130K $13.5M
Jul 20, 2023 Q2 2023
Csenge Advisory Group

BUY
 -
13.4K
+ 29.69%
$1.25M - $1.3M
58.5K $6.08M
Jul 26, 2023 Q2 2023
Creative Financial Designs Inc

BUY
 -
12.8K
+ 9.7%
$1.19M - $1.24M
145K $15M
Jul 24, 2023 Q2 2023
Legacy Financial Group LLC

BUY
 -
12.8K
+ 51.43%
$1.19M - $1.24M
37.6K $3.91M
Jul 17, 2023 Q2 2023
Madrona Financial Services, LLC

BUY
 -
12.6K
+ 337.48%
$1.17M - $1.22M
16.3K $1.69M

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