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 04, 2021
Q1 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
380+ 7.67% |
$36.9K - $40K
|
5.33K
$543K
|
|
Apr 30, 2021
Q1 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
372+ 0.67% |
$36.1K - $39.2K
|
55.9K
$5.69M
|
|
May 14, 2021
Q1 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
368+ 10.98% |
$35.8K - $38.8K
|
3.72K
$379K
|
|
Aug 10, 2021
Q1 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
361+ 0.9% |
$35.1K - $38K
|
40.6K
$4.13M
|
|
May 14, 2021
Q1 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
361New |
$35.1K - $38K
|
361
$36.7K
|
|
May 04, 2021
Q1 2021
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
356+ 2.86% |
$34.6K - $37.5K
|
12.8K
$1.3M
|
|
Apr 20, 2021
Q1 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
355+ 8.22% |
$34.5K - $37.4K
|
4.68K
$476K
|
|
May 04, 2021
Q1 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
322+ 9.39% |
$31.3K - $33.9K
|
3.75K
$382K
|
|
May 21, 2021
Q1 2021
|
Rollins Financial
|
BUY
|
- |
312+ 3.39% |
$30.3K - $32.9K
|
9.52K
$969K
|
|
Apr 22, 2021
Q1 2021
|
Emerson Wealth, LLC
|
BUY
|
- |
311New |
$30.2K - $32.8K
|
311
$31.7K
|
|
Apr 21, 2021
Q1 2021
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
309+ 5.39% |
$30K - $32.6K
|
6.04K
$615K
|
|
May 13, 2021
Q1 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
298New |
$29K - $31.4K
|
298
$30.3K
|
|
Apr 21, 2021
Q1 2021
|
Gradient Investments LLC
|
BUY
|
- |
269+ 166.05% |
$26.1K - $28.3K
|
431
$43.9K
|
|
May 12, 2021
Q1 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
263+ 0.52% |
$25.6K - $27.7K
|
51.1K
$5.2M
|
|
Apr 29, 2021
Q1 2021
|
Allworth Financial LP
|
BUY
|
- |
248+ 217.54% |
$24.1K - $26.1K
|
362
$36.8K
|
|
May 07, 2021
Q1 2021
|
Webster Bank, N. A.
|
BUY
|
- |
245+ 21.59% |
$23.8K - $25.8K
|
1.38K
$140K
|
|
Apr 14, 2021
Q1 2021
|
Mcia Inc
|
BUY
|
- |
243+ 0.65% |
$23.6K - $25.6K
|
37.9K
$3.85M
|
|
May 03, 2021
Q1 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
238+ 1.02% |
$23.1K - $25.1K
|
23.6K
$2.4M
|
|
Apr 16, 2021
Q1 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
226+ 0.66% |
$22K - $23.8K
|
34.5K
$3.51M
|
|
Apr 09, 2021
Q1 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
186+ 5.05% |
$18.1K - $19.6K
|
3.87K
$394K
|
|
May 05, 2021
Q1 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
180+ 8.74% |
$17.5K - $19K
|
2.24K
$228K
|
|
May 03, 2021
Q1 2021
|
Acg Wealth
|
BUY
|
- |
171+ 0.52% |
$16.6K - $18K
|
33.2K
$3.38M
|
|
Apr 23, 2021
Q1 2021
|
Patten Group, Inc.
|
BUY
|
- |
170+ 0.62% |
$16.5K - $17.9K
|
27.7K
$2.82M
|
|
May 05, 2021
Q1 2021
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
167+ 3.44% |
$16.2K - $17.6K
|
5.02K
$511K
|
|
May 14, 2021
Q1 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
146+ 6.67% |
$14.2K - $15.4K
|
2.34K
$238K
|
|
May 10, 2021
Q1 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
129New |
$12.5K - $13.6K
|
129
$13.1K
|
|
May 06, 2021
Q1 2021
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
128New |
$12.4K - $13.5K
|
128
$13K
|
|
May 11, 2021
Q1 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
119+ 0.27% |
$11.6K - $12.5K
|
44.3K
$4.51M
|
|
May 05, 2021
Q1 2021
|
Glassman Wealth Services
|
BUY
|
- |
105+ 8.63% |
$10.2K - $11.1K
|
1.32K
$135K
|
|
May 12, 2021
Q1 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
96+ 2.14% |
$9.33K - $10.1K
|
4.58K
$466K
|
|
May 17, 2021
Q1 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
81+ 2.05% |
$7.87K - $8.54K
|
4.04K
$411K
|
|
Jan 27, 2023
Q1 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
81+ 2.05% |
$7.87K - $8.54K
|
4.04K
$411K
|
|
May 04, 2021
Q1 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
74+ 0.73% |
$7.19K - $7.8K
|
10.2K
$1.04M
|
|
Apr 28, 2021
Q1 2021
|
Davenport & CO LLC
|
BUY
|
- |
67+ 2.51% |
$6.51K - $7.06K
|
2.74K
$279K
|
|
May 11, 2021
Q1 2021
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
64+ 1.38% |
$6.22K - $6.74K
|
4.7K
$479K
|
|
Apr 19, 2021
Q1 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
52+ 0.11% |
$5.05K - $5.48K
|
45.6K
$4.64M
|
|
May 11, 2021
Q1 2021
|
Cookson Peirce & CO Inc
|
BUY
|
- |
51+ 0.92% |
$4.96K - $5.37K
|
5.6K
$570K
|
|
Apr 26, 2021
Q1 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
50New |
$4.86K - $5.27K
|
50
$5.09K
|
|
Apr 05, 2021
Q1 2021
|
Means Investment Co., Inc.
|
BUY
|
- |
47+ 1.22% |
$4.57K - $4.95K
|
3.9K
$397K
|
|
Feb 22, 2022
Q1 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
45+ 2.94% |
$4.37K - $4.74K
|
1.58K
$161K
|
|
Apr 20, 2021
Q1 2021
|
Piscataqua Savings Bank
|
BUY
|
- |
45New |
$4.37K - $4.74K
|
45
$4.58K
|
|
Apr 16, 2021
Q1 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
45+ 1.66% |
$4.37K - $4.74K
|
2.75K
$280K
|
|
May 10, 2021
Q1 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
43+ 1.02% |
$4.18K - $4.53K
|
4.25K
$433K
|
|
May 10, 2021
Q1 2021
|
Wrapmanager Inc
|
BUY
|
- |
42+ 1.71% |
$4.08K - $4.43K
|
2.5K
$255K
|
|
Apr 27, 2021
Q1 2021
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
32+ 0.66% |
$3.11K - $3.37K
|
4.87K
$495K
|
|
May 10, 2021
Q1 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
30+ 0.1% |
$2.92K - $3.16K
|
30.6K
$3.12M
|
|
May 17, 2021
Q1 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
29+ 170.59% |
$2.82K - $3.06K
|
46
$4.68K
|
|
Sep 07, 2021
Q1 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
23New |
$2.23K - $2.42K
|
23
$2.34K
|
|
Apr 20, 2021
Q1 2021
|
Successful Portfolios LLC
|
BUY
|
- |
22+ 0.23% |
$2.14K - $2.32K
|
9.58K
$975K
|
|
May 10, 2021
Q1 2021
|
Accel Wealth Management
|
BUY
|
- |
20New |
$1.94K - $2.11K
|
20
$2.04K
|