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 19, 2021
Q1 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.6K+ 7.98% |
$447K - $485K
|
62.2K
$6.34M
|
|
|
Apr 27, 2021
Q1 2021
|
Pfg Advisors
|
BUY
|
- |
4.47K+ 38.42% |
$434K - $471K
|
16.1K
$1.64M
|
|
|
Apr 29, 2021
Q1 2021
|
Empire Life Investments Inc.
|
BUY
|
- |
4.2KNew |
$408K - $443K
|
4.2K
$427K
|
|
|
Apr 23, 2021
Q1 2021
|
Flc Capital Advisors
|
BUY
|
- |
4.14K+ 5.25% |
$402K - $436K
|
82.8K
$8.43M
|
|
|
May 05, 2021
Q1 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
4.06K+ 13.87% |
$394K - $427K
|
33.3K
$3.39M
|
|
|
May 07, 2021
Q1 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.03K+ 9.98% |
$391K - $424K
|
44.4K
$4.52M
|
|
|
May 07, 2021
Q1 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
3.97K+ 12.19% |
$386K - $418K
|
36.5K
$3.72M
|
|
|
May 07, 2021
Q1 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
3.74K+ 10.71% |
$363K - $394K
|
38.7K
$3.94M
|
|
|
Apr 27, 2021
Q1 2021
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
3.68K+ 12.18% |
$357K - $387K
|
33.9K
$3.45M
|
|
|
Apr 28, 2021
Q1 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.61K+ 25.48% |
$351K - $381K
|
17.8K
$1.81M
|
|
|
Apr 28, 2021
Q1 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
3.6K+ 36.57% |
$350K - $379K
|
13.4K
$1.37M
|
|
|
Apr 08, 2021
Q1 2021
|
Nbt Bank N A
|
BUY
|
- |
3.59K+ 1.75% |
$349K - $378K
|
208K
$21.2M
|
|
|
Jun 07, 2022
Q1 2021
|
True North Advisors, LLC
|
BUY
|
- |
3.51KNew |
$341K - $370K
|
3.51K
$357K
|
|
|
May 13, 2021
Q1 2021
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
3.39KNew |
$330K - $358K
|
3.39K
$345K
|
|
|
May 14, 2021
Q1 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.28K+ 20.36% |
$319K - $346K
|
19.4K
$1.97M
|
|
|
May 04, 2021
Q1 2021
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
3.27K+ 6.12% |
$318K - $345K
|
56.7K
$5.77M
|
|
|
May 14, 2021
Q1 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.18KNew |
$309K - $335K
|
3.18K
$323K
|
|
|
May 17, 2021
Q1 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.16K+ 21.16% |
$307K - $333K
|
18.1K
$1.84M
|
|
|
May 14, 2021
Q1 2021
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
3.05K+ 26.75% |
$296K - $321K
|
14.4K
$1.47M
|
|
|
May 14, 2021
Q1 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.03K+ 24.98% |
$295K - $320K
|
15.2K
$1.55M
|
|
|
Apr 22, 2021
Q1 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
3.03KNew |
$295K - $320K
|
3.03K
$309K
|
|
|
May 04, 2021
Q1 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
3.01K+ 20.63% |
$292K - $317K
|
17.6K
$1.79M
|
|
|
May 10, 2021
Q1 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
2.98K+ 5.34% |
$290K - $314K
|
58.8K
$5.98M
|
|
|
May 14, 2021
Q1 2021
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2.96KNew |
$287K - $311K
|
2.96K
$301K
|
|
|
May 13, 2021
Q1 2021
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
2.9K+ 2.31% |
$282K - $306K
|
129K
$13.1M
|
|
|
May 12, 2021
Q1 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.89KNew |
$281K - $305K
|
2.89K
$295K
|
|
|
Apr 19, 2021
Q1 2021
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
2.84KNew |
$276K - $300K
|
2.84K
$289K
|
|
|
May 15, 2024
Q1 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2.83K+ 51.16% |
$275K - $299K
|
8.37K
$852K
|
|
|
May 06, 2021
Q1 2021
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
2.82KNew |
$274K - $297K
|
2.82K
$287K
|
|
|
May 13, 2021
Q1 2021
|
3 D/L Capital Management, LLC
|
BUY
|
- |
2.79KNew |
$271K - $294K
|
2.79K
$284K
|
|
|
May 11, 2021
Q1 2021
|
Keystone Financial Group
|
BUY
|
- |
2.79KNew |
$271K - $294K
|
2.79K
$284K
|
|
|
May 05, 2021
Q1 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2.76K+ 135.24% |
$268K - $291K
|
4.81K
$489K
|
|
|
May 06, 2021
Q1 2021
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
2.73K+ 140.04% |
$265K - $288K
|
4.68K
$476K
|
|
|
May 12, 2021
Q1 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.68KNew |
$260K - $282K
|
2.68K
$272K
|
|
|
May 17, 2021
Q1 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.66K+ 1.15% |
$259K - $281K
|
234K
$23.8M
|
|
|
May 10, 2021
Q1 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.62KNew |
$254K - $276K
|
2.62K
$266K
|
|
|
May 11, 2021
Q1 2021
|
Covenant Partners, LLC
|
BUY
|
- |
2.58K+ 1.64% |
$251K - $272K
|
160K
$16.2M
|
|
|
May 26, 2021
Q1 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
2.57K+ 46.06% |
$250K - $271K
|
8.15K
$830K
|
|
|
Apr 09, 2021
Q1 2021
|
First Citizens Financial Corp
|
BUY
|
- |
2.52KNew |
$245K - $265K
|
2.52K
$256K
|
|
|
Oct 18, 2023
Q1 2021
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
2.47KNew |
$240K - $260K
|
2.47K
$251K
|
|
|
May 14, 2021
Q1 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.47KNew |
$240K - $260K
|
2.47K
$251K
|
|
|
Apr 16, 2021
Q1 2021
|
Regis Management CO LLC
|
BUY
|
- |
2.47KNew |
$240K - $260K
|
2.47K
$251K
|
|
|
Jun 02, 2021
Q1 2021
|
Regions Financial Corp
|
BUY
|
- |
2.45KNew |
$238K - $259K
|
2.45K
$250K
|
|
|
May 06, 2021
Q1 2021
|
Larson Financial Group LLC
|
BUY
|
- |
2.41K+ 136.18% |
$234K - $253K
|
4.17K
$425K
|
|
|
Apr 26, 2021
Q1 2021
|
Marino, Stram & Associates LLC
|
BUY
|
- |
2.37KNew |
$230K - $250K
|
2.37K
$241K
|
|
|
May 17, 2021
Q1 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
2.37KNew |
$230K - $249K
|
2.37K
$241K
|
|
|
Apr 27, 2021
Q1 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2.29KNew |
$222K - $241K
|
2.29K
$233K
|
|
|
May 17, 2021
Q1 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.29K+ 115.21% |
$222K - $241K
|
4.27K
$435K
|
|
|
May 14, 2021
Q1 2021
|
Capital Bank & Trust CO
Irvine, CA |
BUY
|
- |
2.27KNew |
$221K - $239K
|
2.27K
$231K
|
|
|
May 12, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.26KNew |
$220K - $238K
|
2.26K
$230K
|