Purchases and Sales Made in Q1 2021 in Msci Eafe Growth ETF (EFG)

EFG Quotes by TradingView

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 13, 2021 Q1 2021
Hbw Advisory Services LLC

BUY
 -
2.26K
New
$219K - $238K
2.26K $230K
Apr 21, 2021 Q1 2021
S.E.E.D. Planning Group LLC

BUY
 -
2.26K
New
$219K - $238K
2.26K $230K
Apr 19, 2021 Q1 2021
Ifg Advisory, LLC

BUY
 -
2.2K
+ 26.4%
$213K - $232K
10.5K $1.07M
May 14, 2021 Q1 2021
Brown Advisory Inc

BUY
 -
2.15K
+ 14.75%
$209K - $227K
16.7K $1.7M
Apr 21, 2021 Q1 2021
Baystate Wealth Management LLC

BUY
 -
2.09K
+ 156.66%
$203K - $221K
3.43K $349K
May 13, 2021 Q1 2021
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
2.09K
+ 4.17%
$203K - $220K
52.1K $5.31M
Apr 30, 2021 Q1 2021
Claraphi Advisory Network, LLC

BUY
 -
2.03K
New
$198K - $214K
2.03K $207K
May 12, 2021 Q1 2021
Sig Fig Wealth Management, LLC

San Francisco, CA
BUY
 -
2.02K
+ 12.21%
$196K - $213K
18.6K $1.89M
Apr 19, 2021 Q1 2021
Lantz Financial LLC

BUY
 -
2.01K
+ 94.58%
$195K - $212K
4.13K $420K
Apr 19, 2021 Q1 2021
Omega Financial Group, LLC

BUY
 -
2.01K
+ 5.66%
$195K - $211K
37.5K $3.81M
May 07, 2021 Q1 2021
Pfg Private Wealth Management, LLC

BUY
 -
2K
+ 3.91%
$195K - $211K
53.2K $5.41M
Jul 17, 2024 Q1 2021
Kelly Financial Services LLC

Braintree, MA
BUY
 -
1.9K
+ 68.89%
$185K - $200K
4.66K $474K
Apr 19, 2021 Q1 2021
Wambolt & Associates, LLC

BUY
 -
1.8K
+ 8.08%
$175K - $190K
24.1K $2.45M
Apr 26, 2021 Q1 2021
Atlas Private Wealth Management

BUY
 -
1.8K
+ 55.66%
$175K - $189K
5.02K $511K
May 10, 2021 Q1 2021
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
1.76K
+ 13.17%
$171K - $186K
15.2K $1.54M
Apr 16, 2021 Q1 2021
Brookstone Capital Management

BUY
 -
1.76K
+ 2.58%
$171K - $186K
70.2K $7.14M
May 14, 2021 Q1 2021
Kerntke Otto Mc Glone Wealth Management Group

Appleton, WI
BUY
 -
1.68K
+ 8.18%
$163K - $177K
22.2K $2.26M
May 05, 2021 Q1 2021
Magnus Financial Group LLC

New York, NY
BUY
 -
1.64K
+ 19.66%
$160K - $173K
10K $1.02M
May 17, 2021 Q1 2021
Oppenheimer Asset Management Inc.

New York, NY
BUY
 -
1.55K
+ 2.47%
$150K - $163K
64.3K $6.55M
May 11, 2021 Q1 2021
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
1.42K
+ 1513.83%
$138K - $150K
1.52K $154K
Apr 20, 2021 Q1 2021
Garrett Investment Advisors LLC

BUY
 -
1.39K
+ 11.62%
$135K - $146K
13.3K $1.36M
May 11, 2021 Q1 2021
Svb Wealth LLC

Boston, MA
BUY
 -
1.36K
+ 30.27%
$132K - $143K
5.83K $593K
Apr 20, 2021 Q1 2021
Horst & Graben Wealth Management LLC

BUY
 -
1.34K
+ 1.88%
$130K - $141K
72.2K $7.35M
May 11, 2021 Q1 2021
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
1.33K
+ 17.94%
$130K - $140K
8.76K $892K
May 13, 2021 Q1 2021
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
1.18K
+ 8.61%
$115K - $125K
14.9K $1.52M
May 27, 2021 Q1 2021
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
1.15K
+ 34.75%
$112K - $121K
4.47K $455K
May 13, 2021 Q1 2021
Wolff Financial Management LLC

BUY
 -
1.13K
+ 8.18%
$110K - $119K
15K $1.52M
May 17, 2021 Q1 2021
Cary Street Partners Asset Management LLC

Richmond, VA
BUY
 -
1.13K
+ 2.53%
$109K - $119K
45.7K $4.65M
May 12, 2021 Q1 2021
Rede Wealth, LLC

BUY
 -
1.07K
+ 12.56%
$103K - $112K
9.55K $971K
May 13, 2021 Q1 2021
Franklin Resources Inc

San Mateo, CA
BUY
 -
1.01K
+ 9.24%
$98.1K - $106K
11.9K $1.21M
May 03, 2021 Q1 2021
Raymond James Trust N.A.

BUY
 -
972
+ 11.52%
$94.4K - $102K
9.41K $958K
May 14, 2021 Q1 2021
Logan Capital Management Inc

Newtown Square, PA
BUY
 -
966
New
$93.9K - $102K
966 $98.3K
May 17, 2021 Q1 2021
Quadrant Private Wealth Management, LLC

Bethlehem, PA
BUY
 -
939
+ 18.55%
$91.2K - $99K
6K $611K
May 10, 2021 Q1 2021
Litman Gregory Wealth Management LLC

BUY
 -
900
New
$87.5K - $94.9K
900 $91.6K
Apr 28, 2021 Q1 2021
Comerica Bank

BUY
 -
882
+ 10.3%
$85.7K - $93K
9.44K $961K
Apr 27, 2021 Q1 2021
United Asset Strategies, Inc.

Garden City, NY
BUY
 -
851
+ 12.76%
$82.7K - $89.7K
7.52K $765K
May 17, 2021 Q1 2021
Eaton Vance Management

Boston, MA
BUY
 -
782
New
$76K - $82.4K
782 $79.6K
Apr 22, 2021 Q1 2021
Capital Planning LLC

BUY
 -
778
+ 15.12%
$75.6K - $82K
5.93K $603K
Jun 23, 2021 Q1 2021
Stone X Group Inc.

BUY
 -
745
+ 10.43%
$72.4K - $78.5K
7.89K $803K
May 13, 2021 Q1 2021
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
712
New
$69.2K - $75K
712 $72.5K
May 10, 2021 Q1 2021
Mission Wealth Management, LP

BUY
 -
693
+ 3.84%
$67.3K - $73K
18.8K $1.91M
Aug 10, 2023 Q1 2021
Tucker Asset Management LLC

Littleton, CO
BUY
 -
673
+ 107.34%
$65.4K - $70.9K
1.3K $132K
Apr 20, 2021 Q1 2021
Private Ocean, LLC

BUY
 -
591
New
$57.4K - $62.3K
591 $60.2K
Apr 27, 2021 Q1 2021
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
587
+ 17.19%
$57K - $61.9K
4K $407K
Apr 14, 2021 Q1 2021
Cva Family Office, LLC

BUY
 -
510
+ 13.88%
$49.6K - $53.7K
4.19K $426K
May 12, 2021 Q1 2021
Bradley & Co. Private Wealth Management, LLC

BUY
 -
422
New
$41K - $44.5K
422 $43K
May 07, 2021 Q1 2021
Choate Investment Advisors

Boston, MA
BUY
 -
415
+ 4.54%
$40.3K - $43.7K
9.57K $974K
May 05, 2021 Q1 2021
Black Swift Group, LLC

Boulder, CO
BUY
 -
408
New
$39.6K - $43K
408 $41.5K
May 13, 2021 Q1 2021
Segall Bryant & Hamill, LLC

Chicago, IL
BUY
 -
398
+ 6.14%
$38.7K - $41.9K
6.88K $700K

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