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 14, 2021
Q1 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
9New |
$875 - $949
|
9
$916
|
|
|
Apr 15, 2021
Q1 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
7New |
$680 - $738
|
7
$712
|
|
|
May 14, 2021
Q1 2021
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
4+ 0.07% |
$389 - $422
|
5.75K
$585K
|
|
|
May 17, 2021
Q1 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1New |
$97.2 - $105
|
1
$102
|
|
|
May 13, 2021
Q1 2021
|
Goal Vest Advisory LLC
|
SELL
|
- |
-2Closed |
$194 - $211
|
0
$0
|
|
|
Sep 08, 2021
Q1 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-6Closed |
$583 - $632
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Domani Wealth, LLC
|
SELL
|
- |
-9- 0.39% |
$875 - $949
|
2.29K
$233K
|
|
|
Apr 14, 2021
Q1 2021
|
Gleason Group, Inc.
|
SELL
|
- |
-10- 66.67% |
$972 - $1.05K
|
5
$509
|
|
|
May 07, 2021
Q1 2021
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-10- 11.11% |
$972 - $1.05K
|
80
$8.14K
|
|
|
May 10, 2021
Q1 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-10- 2.35% |
$972 - $1.05K
|
416
$42.3K
|
|
|
May 17, 2021
Q1 2021
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-10- 0.18% |
$972 - $1.05K
|
5.57K
$567K
|
|
|
May 04, 2021
Q1 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-13- 0.63% |
$1.26K - $1.37K
|
2.07K
$210K
|
|
|
May 10, 2021
Q1 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-13- 0.24% |
$1.26K - $1.37K
|
5.36K
$546K
|
|
|
May 10, 2021
Q1 2021
|
Lincoln National Corp
|
SELL
|
- |
-13- 0.31% |
$1.26K - $1.37K
|
4.17K
$424K
|
|
|
May 06, 2021
Q1 2021
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-19- 11.24% |
$1.85K - $2K
|
150
$15.3K
|
|
|
May 24, 2021
Q1 2021
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-21Closed |
$2.04K - $2.21K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-22- 20.95% |
$2.14K - $2.32K
|
83
$8.45K
|
|
|
Apr 30, 2021
Q1 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-24Closed |
$2.33K - $2.53K
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Autus Asset Management, LLC
|
SELL
|
- |
-30- 0.19% |
$2.92K - $3.16K
|
16K
$1.62M
|
|
|
May 07, 2021
Q1 2021
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-30- 0.96% |
$2.92K - $3.16K
|
3.1K
$315K
|
|
|
May 26, 2021
Q1 2021
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-34- 0.76% |
$3.3K - $3.58K
|
4.46K
$454K
|
|
|
May 11, 2021
Q1 2021
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-39- 1.11% |
$3.79K - $4.11K
|
3.46K
$352K
|
|
|
May 12, 2021
Q1 2021
|
Pinnacle Associates LTD
|
SELL
|
- |
-41- 0.38% |
$3.98K - $4.32K
|
10.8K
$1.1M
|
|
|
Apr 12, 2021
Q1 2021
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-42- 2.06% |
$4.08K - $4.43K
|
2K
$203K
|
|
|
Apr 27, 2021
Q1 2021
|
Savior LLC
|
SELL
|
- |
-47- 8.64% |
$4.57K - $4.95K
|
497
$50.6K
|
|
|
May 13, 2021
Q1 2021
|
Concord Wealth Partners
|
SELL
|
- |
-49Closed |
$4.76K - $5.16K
|
0
$0
|
|
|
Apr 22, 2021
Q1 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-53- 2.97% |
$5.15K - $5.59K
|
1.73K
$176K
|
|
|
Apr 12, 2021
Q1 2021
|
Courier Capital LLC
|
SELL
|
- |
-57- 2.77% |
$5.54K - $6.01K
|
2K
$204K
|
|
|
Apr 26, 2021
Q1 2021
|
Hudock, Inc.
|
SELL
|
- |
-58- 15.06% |
$5.64K - $6.11K
|
327
$33.3K
|
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-58Closed |
$5.64K - $6.11K
|
0
$0
|
|
|
May 18, 2021
Q1 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-61- 0.18% |
$5.93K - $6.43K
|
34.5K
$3.52M
|
|
|
Apr 27, 2021
Q1 2021
|
Highland Capital Management, LLC
|
SELL
|
- |
-67- 1.47% |
$6.51K - $7.06K
|
4.49K
$457K
|
|
|
May 06, 2021
Q1 2021
|
Rda Financial Network
|
SELL
|
- |
-69- 1.62% |
$6.7K - $7.27K
|
4.19K
$426K
|
|
|
May 17, 2021
Q1 2021
|
Townsquare Capital LLC
|
SELL
|
- |
-83- 3.15% |
$8.07K - $8.75K
|
2.55K
$260K
|
|
|
May 14, 2021
Q1 2021
|
Assetmark, Inc
|
SELL
|
- |
-88Closed |
$8.55K - $9.27K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Citizens Financial Group Inc
|
SELL
|
- |
-88- 1.79% |
$8.55K - $9.27K
|
4.83K
$492K
|
|
|
Apr 30, 2021
Q1 2021
|
Oakworth Capital, Inc.
|
SELL
|
- |
-99- 3.17% |
$9.62K - $10.4K
|
3.02K
$308K
|
|
|
May 06, 2021
Q1 2021
|
Bar Harbor Trust Services
Ellsworth, ME |
SELL
|
- |
-101- 2.92% |
$9.81K - $10.6K
|
3.35K
$341K
|
|
|
Apr 26, 2021
Q1 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-102- 1.25% |
$9.91K - $10.7K
|
8.03K
$817K
|
|
|
May 12, 2021
Q1 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-103- 6.48% |
$10K - $10.9K
|
1.49K
$151K
|
|
|
Apr 12, 2021
Q1 2021
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-112- 0.42% |
$10.9K - $11.8K
|
26.5K
$2.69M
|
|
|
Apr 27, 2021
Q1 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-120- 2.18% |
$11.7K - $12.6K
|
5.38K
$547K
|
|
|
Apr 14, 2021
Q1 2021
|
Latitude Advisors, LLC
|
SELL
|
- |
-123- 2.53% |
$12K - $13K
|
4.74K
$482K
|
|
|
May 24, 2021
Q1 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-125- 1.51% |
$12.1K - $13.2K
|
8.15K
$830K
|
|
|
Jun 17, 2021
Q1 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-155- 0.96% |
$15.1K - $16.3K
|
16.1K
$1.64M
|
|
|
Apr 29, 2021
Q1 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-164- 4.59% |
$15.9K - $17.3K
|
3.41K
$347K
|
|
|
May 17, 2021
Q1 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-165- 0.57% |
$16K - $17.4K
|
28.8K
$2.93M
|
|
|
May 12, 2021
Q1 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-176Closed |
$17.1K - $18.5K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-186- 71.54% |
$18.1K - $19.6K
|
74
$7.53K
|
|
|
May 12, 2021
Q1 2021
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-188- 5.99% |
$18.3K - $19.8K
|
2.95K
$300K
|