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 |
---|---|---|---|---|---|---|---|
May 10, 2021
Q1 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
12K+ 343.07% |
$1.17M - $1.27M
|
15.5K
$1.58M
|
|
May 11, 2021
Q1 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
11.8K+ 41.32% |
$1.14M - $1.24M
|
40.2K
$4.09M
|
|
Apr 05, 2024
Q1 2021
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
11.1K+ 3.32% |
$1.08M - $1.17M
|
347K
$35.3M
|
|
May 14, 2021
Q1 2021
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
10.6KNew |
$1.03M - $1.12M
|
10.6K
$1.08M
|
|
Apr 30, 2021
Q1 2021
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
10.5KNew |
$1.02M - $1.11M
|
10.5K
$1.07M
|
|
Apr 28, 2021
Q1 2021
|
Csenge Advisory Group
|
BUY
|
- |
10.4KNew |
$1.01M - $1.1M
|
10.4K
$1.06M
|
|
May 10, 2021
Q1 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
10.2K+ 232.93% |
$995K - $1.08M
|
14.6K
$1.49M
|
|
May 07, 2021
Q1 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.1K+ 4.66% |
$982K - $1.07M
|
227K
$23.1M
|
|
May 12, 2021
Q1 2021
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
10K+ 12.58% |
$976K - $1.06M
|
89.9K
$9.15M
|
|
May 13, 2021
Q1 2021
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
9.97K+ 1.34% |
$968K - $1.05M
|
753K
$76.7M
|
|
May 13, 2021
Q1 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.58K+ 55.17% |
$931K - $1.01M
|
26.9K
$2.74M
|
|
May 10, 2021
Q1 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
9.46K+ 38.22% |
$919K - $997K
|
34.2K
$3.48M
|
|
May 18, 2021
Q1 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
9.45K+ 11.13% |
$918K - $995K
|
94.3K
$9.6M
|
|
Apr 13, 2021
Q1 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
9.19K+ 2.87% |
$893K - $969K
|
329K
$33.5M
|
|
Apr 28, 2021
Q1 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
9.09K+ 11.05% |
$883K - $957K
|
91.3K
$9.29M
|
|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.05K+ 52.79% |
$879K - $954K
|
26.2K
$2.67M
|
|
Apr 14, 2021
Q1 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
8.6K+ 19.17% |
$835K - $906K
|
53.5K
$5.44M
|
|
Apr 23, 2021
Q1 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
8.53K+ 42.7% |
$829K - $899K
|
28.5K
$2.9M
|
|
May 18, 2021
Q1 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
8.42KNew |
$818K - $887K
|
8.42K
$857K
|
|
May 18, 2021
Q1 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
8.42K+ 52.57% |
$818K - $887K
|
24.4K
$2.49M
|
|
May 12, 2021
Q1 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
8.26K+ 58.21% |
$803K - $871K
|
22.5K
$2.29M
|
|
Apr 30, 2021
Q1 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
8.09KNew |
$786K - $852K
|
8.09K
$823K
|
|
May 17, 2021
Q1 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
7.98K+ 9.5% |
$775K - $841K
|
92K
$9.36M
|
|
May 10, 2021
Q1 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.91K+ 3.92% |
$768K - $833K
|
210K
$21.4M
|
|
May 18, 2021
Q1 2021
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
7.73KNew |
$751K - $815K
|
7.73K
$787K
|
|
Apr 30, 2021
Q1 2021
|
Key F Inancial Inc
|
BUY
|
- |
7.64K+ 37.39% |
$742K - $805K
|
28.1K
$2.86M
|
|
May 13, 2021
Q1 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
7.63K+ 10.23% |
$741K - $804K
|
82.2K
$8.37M
|
|
May 11, 2021
Q1 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
7.6KNew |
$738K - $801K
|
7.6K
$774K
|
|
Apr 28, 2021
Q1 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
7.13KNew |
$693K - $751K
|
7.13K
$725K
|
|
May 17, 2021
Q1 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
6.87KNew |
$667K - $724K
|
6.87K
$699K
|
|
May 18, 2021
Q1 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
6.8K+ 79.73% |
$661K - $717K
|
15.3K
$1.56M
|
|
May 13, 2021
Q1 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
6.58K+ 0.88% |
$640K - $694K
|
752K
$76.5M
|
|
Apr 27, 2021
Q1 2021
|
First American Trust, Fsb
|
BUY
|
- |
6.28KNew |
$611K - $662K
|
6.28K
$639K
|
|
May 14, 2021
Q1 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
6.06K+ 7.91% |
$589K - $638K
|
82.6K
$8.41M
|
|
Apr 27, 2021
Q1 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.84K+ 33.01% |
$568K - $616K
|
23.5K
$2.4M
|
|
May 13, 2021
Q1 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.68K+ 29.48% |
$552K - $599K
|
25K
$2.54M
|
|
Jul 24, 2024
Q1 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.23K+ 8.25% |
$508K - $551K
|
68.7K
$6.99M
|
|
May 13, 2021
Q1 2021
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
5.18KNew |
$503K - $546K
|
5.18K
$527K
|
|
May 12, 2021
Q1 2021
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
5.11K+ 11.38% |
$497K - $539K
|
50.1K
$5.09M
|
|
May 06, 2021
Q1 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.02K+ 12.67% |
$488K - $529K
|
44.7K
$4.55M
|
|
May 12, 2021
Q1 2021
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
5K+ 96.38% |
$486K - $527K
|
10.2K
$1.04M
|
|
May 11, 2021
Q1 2021
|
Amg National Trust Bank
|
BUY
|
- |
4.89K+ 88.88% |
$475K - $515K
|
10.4K
$1.06M
|
|
Apr 19, 2021
Q1 2021
|
Lvw Advisors, LLC
|
BUY
|
- |
4.83K+ 10.38% |
$470K - $509K
|
51.4K
$5.23M
|
|
Apr 22, 2021
Q1 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
4.82K+ 16.61% |
$468K - $508K
|
33.8K
$3.44M
|
|
Aug 11, 2021
Q1 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.8KNew |
$467K - $506K
|
4.8K
$489K
|
|
May 06, 2021
Q1 2021
|
First National Trust CO
|
BUY
|
- |
4.73K+ 17.18% |
$460K - $499K
|
32.3K
$3.29M
|
|
May 17, 2021
Q1 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.7K+ 23.9% |
$456K - $495K
|
24.3K
$2.48M
|
|
May 12, 2021
Q1 2021
|
Strategy Asset Managers LLC
|
BUY
|
- |
4.66K+ 49.01% |
$453K - $491K
|
14.2K
$1.44M
|
|
May 10, 2021
Q1 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
4.62KNew |
$449K - $487K
|
4.62K
$470K
|
|
Apr 14, 2021
Q1 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
4.6K+ 895.14% |
$447K - $485K
|
5.12K
$521K
|