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 10, 2023
Q4 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.96K+ 39.71% |
$142K - $173K
|
6.9K
$717K
|
|
|
Feb 02, 2023
Q4 2022
|
Total Wealth Planning, LLC
|
BUY
|
- |
1.96K+ 13.89% |
$141K - $173K
|
16.1K
$1.67M
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.96K+ 4.38% |
$141K - $173K
|
46.7K
$4.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.93KNew |
$139K - $170K
|
1.93K
$201K
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.92K+ 46.74% |
$139K - $169K
|
6.03K
$627K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
1.85K+ 454.68% |
$133K - $163K
|
2.25K
$234K
|
|
|
Jun 17, 2024
Q4 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
1.8K+ 53.47% |
$130K - $159K
|
5.18K
$538K
|
|
|
Jan 27, 2023
Q4 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
1.63K+ 43.62% |
$117K - $143K
|
5.35K
$556K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.61K+ 23057.14% |
$117K - $142K
|
1.62K
$168K
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
BUY
|
- |
1.58K+ 1316.67% |
$114K - $139K
|
1.7K
$177K
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
1.55K+ 35.81% |
$112K - $136K
|
5.86K
$609K
|
|
|
Feb 13, 2025
Q4 2022
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
1.45K+ 26.07% |
$104K - $128K
|
7K
$727K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.36K+ 5.97% |
$98.4K - $120K
|
24.2K
$2.52M
|
|
|
Jan 09, 2023
Q4 2022
|
Dentgroup LLC
|
BUY
|
- |
1.31K+ 37.29% |
$94.4K - $115K
|
4.82K
$501K
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.3K+ 8.36% |
$93.6K - $114K
|
16.8K
$1.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
1.25K+ 14.61% |
$90K - $110K
|
9.78K
$1.02M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1.24K+ 7.25% |
$89.5K - $109K
|
18.3K
$1.91M
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.24K+ 3.91% |
$89.2K - $109K
|
32.8K
$3.41M
|
|
|
Feb 02, 2023
Q4 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
1.18K+ 35.38% |
$84.9K - $104K
|
4.5K
$468K
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
BUY
|
- |
1.15K+ 6.43% |
$83K - $101K
|
19K
$1.98M
|
|
|
Jan 18, 2023
Q4 2022
|
Tri Star Advisors Inc.
|
BUY
|
- |
1.13K+ 0.94% |
$81.2K - $99.2K
|
120K
$12.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
1.1K+ 4.02% |
$79.7K - $97.3K
|
28.5K
$2.97M
|
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.05K+ 26.55% |
$76K - $92.7K
|
5.02K
$521K
|
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.01K+ 1.49% |
$73.1K - $89.3K
|
69K
$7.17M
|
|
|
Jan 24, 2023
Q4 2022
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
1.01K+ 2.72% |
$73.1K - $89.2K
|
38.3K
$3.98M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
979+ 3.97% |
$70.7K - $86.3K
|
25.7K
$2.67M
|
|
|
Jan 08, 2025
Q4 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
973+ 47.7% |
$70.3K - $85.8K
|
3.01K
$313K
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
932New |
$67.3K - $82.1K
|
932
$96.9K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
930+ 6.05% |
$67.1K - $82K
|
16.3K
$1.69M
|
|
|
Feb 06, 2023
Q4 2022
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
929+ 2.86% |
$67.1K - $81.9K
|
33.4K
$3.47M
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
923+ 18.06% |
$66.6K - $81.4K
|
6.04K
$627K
|
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
912New |
$65.8K - $80.4K
|
912
$94.8K
|
|
|
Feb 01, 2023
Q4 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
906+ 21.64% |
$65.4K - $79.9K
|
5.09K
$529K
|
|
|
Feb 07, 2023
Q4 2022
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
816+ 1.14% |
$58.9K - $71.9K
|
72.5K
$7.54M
|
|
|
Feb 01, 2023
Q4 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
781+ 8.78% |
$56.4K - $68.8K
|
9.68K
$1.01M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
772+ 13.86% |
$55.7K - $68K
|
6.34K
$659K
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
763+ 6.25% |
$55.1K - $67.3K
|
13K
$1.35M
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
762+ 7.48% |
$55K - $67.2K
|
11K
$1.14M
|
|
|
Feb 15, 2023
Q4 2022
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
750+ 842.7% |
$54.2K - $66.1K
|
839
$87.2K
|
|
|
Aug 27, 2024
Q4 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
709+ 8.8% |
$51.2K - $62.5K
|
8.77K
$911K
|
|
|
Feb 06, 2023
Q4 2022
|
Stegner Investment Associates Inc.
|
BUY
|
- |
695+ 18.57% |
$50.2K - $61.3K
|
4.44K
$461K
|
|
|
Feb 13, 2023
Q4 2022
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
689+ 12.84% |
$49.7K - $60.7K
|
6.06K
$630K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
682New |
$49.2K - $60.1K
|
682
$70.9K
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
650New |
$46.9K - $57.3K
|
650
$67.6K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
646+ 33.86% |
$46.6K - $56.9K
|
2.55K
$265K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
644+ 36.86% |
$46.5K - $56.8K
|
2.39K
$249K
|
|
|
Feb 06, 2023
Q4 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
598+ 7.33% |
$43.2K - $52.7K
|
8.75K
$910K
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
576+ 5.4% |
$41.6K - $50.8K
|
11.2K
$1.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
569+ 59.02% |
$41.1K - $50.2K
|
1.53K
$159K
|
|
|
Jan 23, 2023
Q4 2022
|
Mechanics Bank Trust Department
|
BUY
|
- |
533+ 3.82% |
$38.5K - $47K
|
14.5K
$1.51M
|