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 17, 2021
Q1 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-188- 0.2% |
$18.3K - $19.8K
|
95.5K
$9.72M
|
|
Apr 14, 2021
Q1 2021
|
Tsfg, LLC
|
SELL
|
- |
-188Closed |
$18.3K - $19.8K
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-191- 71.54% |
$18.6K - $20.1K
|
76
$7.74K
|
|
Apr 27, 2021
Q1 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-198- 8.76% |
$19.2K - $20.9K
|
2.06K
$210K
|
|
May 13, 2021
Q1 2021
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-200- 2.67% |
$19.4K - $21.1K
|
7.3K
$743K
|
|
Apr 22, 2021
Q1 2021
|
Sol Capital Management CO
|
SELL
|
- |
-200- 2.75% |
$19.4K - $21.1K
|
7.06K
$719K
|
|
Apr 26, 2021
Q1 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-207- 2.5% |
$20.1K - $21.8K
|
8.08K
$823K
|
|
May 21, 2021
Q1 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-212- 0.33% |
$20.6K - $22.3K
|
64.7K
$6.58M
|
|
May 11, 2021
Q1 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-216- 0.41% |
$21K - $22.8K
|
52.4K
$5.33M
|
|
Apr 14, 2021
Q1 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-217- 13.36% |
$21.1K - $22.9K
|
1.41K
$143K
|
|
May 06, 2021
Q1 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-218- 41.13% |
$21.2K - $23K
|
312
$31.8K
|
|
May 06, 2021
Q1 2021
|
Wesbanco Bank Inc
|
SELL
|
- |
-224- 7.35% |
$21.8K - $23.6K
|
2.82K
$287K
|
|
May 14, 2021
Q1 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-225- 8.38% |
$21.9K - $23.7K
|
2.46K
$250K
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-243Closed |
$23.6K - $25.6K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Western Financial Corporation
|
SELL
|
- |
-243- 10.34% |
$23.6K - $25.6K
|
2.11K
$215K
|
|
May 12, 2021
Q1 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-264- 8.6% |
$25.7K - $27.8K
|
2.81K
$286K
|
|
May 13, 2021
Q1 2021
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-270Closed |
$26.2K - $28.5K
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Atwood & Palmer Inc
|
SELL
|
- |
-289- 71.01% |
$28.1K - $30.5K
|
118
$12K
|
|
May 17, 2021
Q1 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-300- 6.72% |
$29.2K - $31.6K
|
4.17K
$424K
|
|
May 07, 2021
Q1 2021
|
Lyell Wealth Management, LP
|
SELL
|
- |
-350- 14.29% |
$34K - $36.9K
|
2.1K
$214K
|
|
Apr 28, 2021
Q1 2021
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-367- 1.93% |
$35.7K - $38.7K
|
18.6K
$1.9M
|
|
Apr 29, 2021
Q1 2021
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-392- 0.88% |
$38.1K - $41.3K
|
44.1K
$4.49M
|
|
May 03, 2021
Q1 2021
|
First Pacific Financial
|
SELL
|
- |
-431- 2.23% |
$41.9K - $45.4K
|
18.9K
$1.93M
|
|
May 05, 2021
Q1 2021
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-477- 4.82% |
$46.4K - $50.3K
|
9.42K
$958K
|
|
May 06, 2021
Q1 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-481- 5.63% |
$46.7K - $50.7K
|
8.06K
$820K
|
|
Apr 19, 2022
Q1 2021
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-482- 4.13% |
$46.8K - $50.8K
|
11.2K
$1.14M
|
|
May 10, 2021
Q1 2021
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-484- 6.31% |
$47K - $51K
|
7.19K
$732K
|
|
May 11, 2021
Q1 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-486Closed |
$47.2K - $51.2K
|
0
$0
|
|
Apr 09, 2021
Q1 2021
|
Evensky & Katz LLC
|
SELL
|
- |
-504- 5.66% |
$49K - $53.1K
|
8.4K
$854K
|
|
May 12, 2021
Q1 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-514- 17.72% |
$49.9K - $54.2K
|
2.39K
$243K
|
|
May 04, 2021
Q1 2021
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-521- 2.01% |
$50.6K - $54.9K
|
25.4K
$2.59M
|
|
Aug 16, 2024
Q1 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-527- 2.4% |
$51.2K - $55.5K
|
21.4K
$2.18M
|
|
May 14, 2021
Q1 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-530- 17.19% |
$51.5K - $55.9K
|
2.55K
$260K
|
|
Apr 29, 2021
Q1 2021
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-542- 19.8% |
$52.7K - $57.1K
|
2.2K
$224K
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-543Closed |
$52.8K - $57.2K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-595Closed |
$57.8K - $62.7K
|
0
$0
|
|
Apr 12, 2021
Q1 2021
|
Veracity Capital LLC
|
SELL
|
- |
-657- 10.08% |
$63.8K - $69.2K
|
5.86K
$597K
|
|
May 17, 2021
Q1 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-659- 12.47% |
$64K - $69.5K
|
4.63K
$471K
|
|
May 04, 2021
Q1 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-673- 9.13% |
$65.4K - $70.9K
|
6.7K
$682K
|
|
May 10, 2021
Q1 2021
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-687- 14.59% |
$66.8K - $72.4K
|
4.02K
$409K
|
|
Apr 22, 2021
Q1 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-687- 10.05% |
$66.8K - $72.4K
|
6.15K
$626K
|
|
May 12, 2021
Q1 2021
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-711- 2.12% |
$69.1K - $74.9K
|
32.9K
$3.35M
|
|
May 06, 2021
Q1 2021
|
Middleton & CO Inc
|
SELL
|
- |
-725- 12.58% |
$70.4K - $76.4K
|
5.04K
$513K
|
|
May 04, 2021
Q1 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-734- 2.99% |
$71.3K - $77.4K
|
23.8K
$2.42M
|
|
Apr 12, 2021
Q1 2021
|
Prosperity Planning, Inc.
|
SELL
|
- |
-739- 25.39% |
$71.8K - $77.9K
|
2.17K
$221K
|
|
May 17, 2021
Q1 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-751- 5.23% |
$73K - $79.1K
|
13.6K
$1.39M
|
|
May 10, 2021
Q1 2021
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-757- 6.22% |
$73.6K - $79.8K
|
11.4K
$1.16M
|
|
Apr 23, 2021
Q1 2021
|
Relaxing Retirement Coach
|
SELL
|
- |
-781- 14.96% |
$75.9K - $82.3K
|
4.44K
$452K
|
|
Apr 26, 2021
Q1 2021
|
Ma Private Wealth
|
SELL
|
- |
-781- 1.91% |
$75.9K - $82.3K
|
40.2K
$4.09M
|
|
Apr 26, 2021
Q1 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-784- 47.66% |
$76.2K - $82.6K
|
861
$87.6K
|