Purchases and Sales Made in Q1 2021 in Msci Eafe Growth ETF (EFG)
This table provides information about the institutional ownership of Msci Eafe Growth ETF (EFG) during Q1 2021. 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 |
---|---|---|---|---|---|---|---|
Apr 12, 2021
Q1 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-10.1K- 58.51% |
$979K - $1.06M
|
7.15K
$726K
|
|
May 14, 2021
Q1 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-10.5K- 13.79% |
$1.02M - $1.11M
|
65.8K
$6.68M
|
|
May 14, 2021
Q1 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-10.9K- 16.76% |
$1.06M - $1.15M
|
54.4K
$5.52M
|
|
May 11, 2021
Q1 2021
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-11.5KClosed |
$1.11M - $1.21M
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-12K- 60.62% |
$1.16M - $1.26M
|
7.77K
$788K
|
|
May 14, 2021
Q1 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-12.1K- 40.56% |
$1.18M - $1.28M
|
17.8K
$1.81M
|
|
Apr 26, 2021
Q1 2021
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-13.2K- 7.62% |
$1.28M - $1.39M
|
160K
$16.2M
|
|
May 06, 2021
Q1 2021
|
Spectrum Management Group, LLC
|
SELL
|
- |
-13.4K- 14.09% |
$1.3M - $1.41M
|
81.6K
$8.29M
|
|
May 14, 2021
Q1 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-15.5K- 5.54% |
$1.51M - $1.64M
|
265K
$26.9M
|
|
May 12, 2021
Q1 2021
|
Comerica Securities,Inc.
|
SELL
|
- |
-15.6K- 19.56% |
$1.51M - $1.64M
|
64.1K
$6.5M
|
|
May 10, 2021
Q1 2021
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-15.9K- 25.54% |
$1.54M - $1.67M
|
46.3K
$4.7M
|
|
Apr 30, 2021
Q1 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-16K- 55.33% |
$1.56M - $1.69M
|
12.9K
$1.31M
|
|
Apr 30, 2021
Q1 2021
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-16.3K- 42.1% |
$1.59M - $1.72M
|
22.5K
$2.28M
|
|
May 13, 2021
Q1 2021
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-17KClosed |
$1.65M - $1.79M
|
0
$0
|
|
Jun 21, 2021
Q1 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-17.2K- 4.79% |
$1.67M - $1.81M
|
342K
$34.7M
|
|
May 17, 2021
Q1 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-17.6KClosed |
$1.71M - $1.86M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-17.8K- 86.53% |
$1.73M - $1.87M
|
2.77K
$281K
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-18.8K- 19.4% |
$1.83M - $1.98M
|
78.1K
$7.93M
|
|
Apr 13, 2021
Q1 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-19K- 97.36% |
$1.84M - $2M
|
514
$52.2K
|
|
Apr 19, 2021
Q1 2021
|
One Advisory Partners, LLC
|
SELL
|
- |
-20.3K- 17.84% |
$1.97M - $2.14M
|
93.4K
$9.48M
|
|
Apr 26, 2021
Q1 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-20.5K- 9.55% |
$1.99M - $2.16M
|
194K
$19.7M
|
|
May 04, 2021
Q1 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-21.2K- 3.32% |
$2.06M - $2.23M
|
618K
$62.7M
|
|
Apr 30, 2021
Q1 2021
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-21.4K- 19.02% |
$2.08M - $2.26M
|
91.1K
$9.25M
|
|
Apr 30, 2021
Q1 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-22.2K- 34.09% |
$2.16M - $2.34M
|
42.9K
$4.35M
|
|
Apr 23, 2021
Q1 2021
|
Sheets Smith Wealth Management
|
SELL
|
- |
-23.5K- 68.36% |
$2.28M - $2.47M
|
10.9K
$1.1M
|
|
Apr 15, 2021
Q1 2021
|
Cx Institutional
|
SELL
|
- |
-23.8K- 87.41% |
$2.31M - $2.5M
|
3.42K
$347K
|
|
May 11, 2021
Q1 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-24.7K- 12.53% |
$2.4M - $2.61M
|
173K
$17.5M
|
|
Apr 27, 2021
Q1 2021
|
Cwm, LLC
|
SELL
|
- |
-25.3K- 2.28% |
$2.46M - $2.67M
|
1.09M
$110M
|
|
May 14, 2021
Q1 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-25.5K- 3.14% |
$2.47M - $2.68M
|
787K
$79.8M
|
|
May 14, 2021
Q1 2021
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-26.2KClosed |
$2.55M - $2.76M
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-28.4K- 42.82% |
$2.76M - $2.99M
|
37.9K
$3.85M
|
|
May 06, 2021
Q1 2021
|
Staley Capital Advisers Inc
|
SELL
|
- |
-29.3K- 16.16% |
$2.85M - $3.09M
|
152K
$15.4M
|
|
Apr 22, 2021
Q1 2021
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-30.1K- 53.16% |
$2.92M - $3.17M
|
26.5K
$2.69M
|
|
Apr 27, 2021
Q1 2021
|
Concorde Asset Management, LLC
|
SELL
|
- |
-32K- 61.33% |
$3.11M - $3.37M
|
20.2K
$2.05M
|
|
May 13, 2021
Q1 2021
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-34.2KClosed |
$3.32M - $3.6M
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-35.2KClosed |
$3.42M - $3.71M
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-37.5K- 20.56% |
$3.64M - $3.95M
|
145K
$14.7M
|
|
Jun 23, 2021
Q1 2021
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-38.8K- 46.2% |
$3.77M - $4.09M
|
45.2K
$4.59M
|
|
Apr 28, 2021
Q1 2021
|
Us Bancorp \De\
|
SELL
|
- |
-38.8K- 3.21% |
$3.77M - $4.09M
|
1.17M
$119M
|
|
Apr 23, 2021
Q1 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-47K- 70.61% |
$4.56M - $4.95M
|
19.6K
$1.98M
|
|
May 17, 2021
Q1 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-48.3K- 41.53% |
$4.69M - $5.09M
|
67.9K
$6.9M
|
|
May 06, 2021
Q1 2021
|
M&T Bank Corp
|
SELL
|
- |
-54.9K- 8.64% |
$5.34M - $5.79M
|
581K
$59M
|
|
Apr 30, 2021
Q1 2021
|
D. Scott Neal, Inc.
|
SELL
|
- |
-55.6KClosed |
$5.4M - $5.86M
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-55.6KClosed |
$5.41M - $5.86M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-63.2K- 21.59% |
$6.14M - $6.66M
|
230K
$23.3M
|
|
May 12, 2021
Q1 2021
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-63.5KClosed |
$6.17M - $6.69M
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-69K- 3.2% |
$6.71M - $7.27M
|
2.09M
$212M
|
|
May 17, 2021
Q1 2021
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-81.7K- 42.0% |
$7.93M - $8.61M
|
113K
$11.4M
|
|
May 14, 2021
Q1 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-87.6K- 56.29% |
$8.51M - $9.23M
|
68K
$6.91M
|
|
May 07, 2021
Q1 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-99.9K- 97.76% |
$9.7M - $10.5M
|
2.29K
$232K
|