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 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.16KNew |
$228K - $279K
|
3.16K
$329K
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.15KNew |
$228K - $278K
|
3.15K
$328K
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.15KNew |
$227K - $278K
|
3.15K
$327K
|
|
Feb 14, 2023
Q4 2022
|
Cypress Capital Group
|
BUY
|
- |
3.13K+ 46.06% |
$226K - $276K
|
9.92K
$1.03M
|
|
Feb 13, 2023
Q4 2022
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.06KNew |
$221K - $270K
|
3.06K
$318K
|
|
Feb 08, 2023
Q4 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
3.03K+ 12.1% |
$219K - $267K
|
28.1K
$2.92M
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3K+ 10.86% |
$216K - $264K
|
30.6K
$3.18M
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
2.97K+ 14.27% |
$215K - $262K
|
23.8K
$2.47M
|
|
Feb 13, 2023
Q4 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
2.95K+ 3.44% |
$213K - $260K
|
88.6K
$9.21M
|
|
Jan 23, 2023
Q4 2022
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
2.9K+ 65.91% |
$209K - $256K
|
7.3K
$759K
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
2.89KNew |
$209K - $255K
|
2.89K
$300K
|
|
Jan 25, 2023
Q4 2022
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
2.8KNew |
$202K - $247K
|
2.8K
$291K
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.76K+ 27.44% |
$199K - $243K
|
12.8K
$1.33M
|
|
Jan 24, 2023
Q4 2022
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
2.75K+ 1.33% |
$199K - $243K
|
209K
$21.8M
|
|
Feb 13, 2023
Q4 2022
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
2.75KNew |
$198K - $242K
|
2.75K
$286K
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
2.72KNew |
$196K - $239K
|
2.72K
$282K
|
|
Jan 25, 2023
Q4 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
2.69KNew |
$194K - $237K
|
2.69K
$280K
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.69K+ 4.86% |
$194K - $237K
|
57.9K
$6.02M
|
|
Feb 07, 2023
Q4 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
2.64K+ 2.72% |
$190K - $232K
|
99.5K
$10.3M
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.63K+ 57.14% |
$190K - $231K
|
7.22K
$750K
|
|
Jan 19, 2023
Q4 2022
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
2.6KNew |
$187K - $229K
|
2.6K
$270K
|
|
Feb 02, 2023
Q4 2022
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
2.59KNew |
$187K - $228K
|
2.59K
$269K
|
|
Jan 19, 2023
Q4 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
2.58KNew |
$186K - $227K
|
2.58K
$268K
|
|
Feb 28, 2023
Q4 2022
|
Orin Green Financial, LLC
|
BUY
|
- |
2.56KNew |
$185K - $226K
|
2.56K
$266K
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
2.55KNew |
$184K - $225K
|
2.55K
$265K
|
|
Feb 13, 2023
Q4 2022
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
2.54KNew |
$183K - $223K
|
2.54K
$263K
|
|
Feb 07, 2023
Q4 2022
|
Family Firm, Inc.
|
BUY
|
- |
2.52KNew |
$182K - $222K
|
2.52K
$262K
|
|
Feb 15, 2023
Q4 2022
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
2.52KNew |
$182K - $222K
|
2.52K
$261K
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
2.51KNew |
$181K - $221K
|
2.51K
$260K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
2.48KNew |
$179K - $218K
|
2.48K
$257K
|
|
Jan 26, 2023
Q4 2022
|
Regis Management CO LLC
|
BUY
|
- |
2.47KNew |
$178K - $217K
|
2.47K
$256K
|
|
Feb 14, 2023
Q4 2022
|
E Rn Financial, LLC
|
BUY
|
- |
2.46KNew |
$178K - $217K
|
2.46K
$256K
|
|
Feb 14, 2023
Q4 2022
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
2.44K+ 48.26% |
$176K - $215K
|
7.48K
$778K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.43K+ 47.8% |
$176K - $214K
|
7.52K
$781K
|
|
Feb 09, 2023
Q4 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
2.41KNew |
$174K - $212K
|
2.41K
$250K
|
|
Feb 13, 2023
Q4 2022
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
2.39KNew |
$173K - $211K
|
2.39K
$249K
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.39KNew |
$173K - $211K
|
2.39K
$248K
|
|
Jan 31, 2023
Q4 2022
|
Sage Financial Group Inc
|
BUY
|
- |
2.36K+ 69.97% |
$170K - $208K
|
5.73K
$596K
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
2.33KNew |
$168K - $205K
|
2.33K
$242K
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2.31K+ 11.44% |
$166K - $203K
|
22.5K
$2.33M
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.28KNew |
$165K - $201K
|
2.28K
$237K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.27K+ 11.46% |
$164K - $200K
|
22.1K
$2.29M
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.26K+ 74.79% |
$163K - $199K
|
5.28K
$548K
|
|
Jan 24, 2023
Q4 2022
|
Sol Capital Management CO
|
BUY
|
- |
2.23K+ 20.38% |
$161K - $196K
|
13.1K
$1.37M
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.21K+ 2.4% |
$159K - $194K
|
93.9K
$9.76M
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
2.13K+ 78.02% |
$154K - $188K
|
4.86K
$505K
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.07K+ 13.26% |
$149K - $182K
|
17.6K
$1.83M
|
|
Feb 09, 2023
Q4 2022
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
1.99K+ 15.62% |
$144K - $176K
|
14.8K
$1.53M
|
|
Feb 14, 2023
Q4 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
1.98K+ 8.55% |
$143K - $174K
|
25.1K
$2.61M
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.97KNew |
$142K - $173K
|
1.97K
$204K
|