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 23, 2021
Q1 2021
|
F3 Logic, LLC
|
SELL
|
- |
-795- 16.97% |
$77.3K - $83.8K
|
3.89K
$396K
|
|
|
Apr 29, 2021
Q1 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-795- 5.0% |
$77.3K - $83.8K
|
15.1K
$1.54M
|
|
|
May 12, 2021
Q1 2021
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-818- 2.32% |
$79.5K - $86.2K
|
34.5K
$3.51M
|
|
|
Dec 19, 2024
Q1 2021
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-854- 14.8% |
$83K - $90K
|
4.92K
$501K
|
|
|
Apr 28, 2021
Q1 2021
|
Washington Trust CO
|
SELL
|
- |
-864- 63.48% |
$84K - $91.1K
|
497
$50.6K
|
|
|
May 06, 2021
Q1 2021
|
Girard Partners Ltd.
|
SELL
|
- |
-900- 1.95% |
$87.5K - $94.9K
|
45.2K
$4.6M
|
|
|
May 10, 2021
Q1 2021
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-943- 1.95% |
$91.6K - $99.4K
|
47.4K
$4.83M
|
|
|
May 13, 2021
Q1 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-958Closed |
$93.1K - $101K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-964- 30.46% |
$93.7K - $102K
|
2.2K
$224K
|
|
|
May 13, 2021
Q1 2021
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-999- 3.1% |
$97.1K - $105K
|
31.2K
$3.18M
|
|
|
May 27, 2021
Q1 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.01K- 7.97% |
$98.3K - $107K
|
11.7K
$1.19M
|
|
|
May 18, 2021
Q1 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.05K- 21.5% |
$102K - $111K
|
3.84K
$391K
|
|
|
Apr 20, 2021
Q1 2021
|
Telemus Capital, LLC
|
SELL
|
- |
-1.08K- 4.67% |
$105K - $114K
|
22.1K
$2.25M
|
|
|
May 17, 2021
Q1 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.09K- 11.89% |
$105K - $114K
|
8.04K
$818K
|
|
|
May 05, 2021
Q1 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.1KClosed |
$106K - $116K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.14K- 2.91% |
$111K - $120K
|
38.1K
$3.88M
|
|
|
May 14, 2021
Q1 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.22K- 44.67% |
$119K - $129K
|
1.52K
$154K
|
|
|
May 14, 2021
Q1 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.3K- 11.69% |
$127K - $137K
|
9.84K
$1M
|
|
|
Jan 08, 2024
Q1 2021
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.32K- 3.05% |
$128K - $139K
|
41.9K
$4.27M
|
|
|
May 10, 2021
Q1 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.41K- 4.32% |
$137K - $149K
|
31.3K
$3.18M
|
|
|
Apr 21, 2021
Q1 2021
|
Affiance Financial, LLC
|
SELL
|
- |
-1.43K- 7.86% |
$139K - $151K
|
16.8K
$1.71M
|
|
|
Apr 21, 2021
Q1 2021
|
Hc Financial Advisors Inc
|
SELL
|
- |
-1.48K- 7.34% |
$144K - $156K
|
18.7K
$1.9M
|
|
|
Apr 16, 2021
Q1 2021
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-1.51K- 15.94% |
$147K - $160K
|
7.99K
$813K
|
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-1.59KClosed |
$155K - $168K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.59K- 3.83% |
$155K - $168K
|
40K
$4.07M
|
|
|
May 13, 2021
Q1 2021
|
Edge Capital Group, LLC
|
SELL
|
- |
-1.74K- 3.36% |
$169K - $184K
|
50.1K
$5.1M
|
|
|
Apr 26, 2021
Q1 2021
|
Montecito Bank & Trust
|
SELL
|
- |
-1.75K- 35.11% |
$170K - $184K
|
3.23K
$329K
|
|
|
Apr 26, 2021
Q1 2021
|
Simplex Trading, LLC
|
SELL
|
- |
-1.79KClosed |
$173K - $188K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.85K- 13.35% |
$180K - $195K
|
12K
$1.22M
|
|
|
May 17, 2021
Q1 2021
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.86K- 39.94% |
$180K - $195K
|
2.79K
$284K
|
|
|
Apr 14, 2021
Q1 2021
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-1.87K- 3.12% |
$181K - $197K
|
58K
$5.91M
|
|
|
Apr 12, 2021
Q1 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.89K- 8.73% |
$183K - $199K
|
19.7K
$2M
|
|
|
May 28, 2021
Q1 2021
|
Kaizen Financial Strategies
|
SELL
|
- |
-2.15K- 44.58% |
$209K - $227K
|
2.67K
$272K
|
|
|
Apr 20, 2021
Q1 2021
|
Lion Street Advisors, LLC
|
SELL
|
- |
-2.18KClosed |
$212K - $230K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Financial Life Advisors
|
SELL
|
- |
-2.26KClosed |
$219K - $238K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.27K- 5.0% |
$220K - $239K
|
43K
$4.38M
|
|
|
May 06, 2021
Q1 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.29KClosed |
$223K - $242K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-2.3K- 14.74% |
$224K - $243K
|
13.3K
$1.35M
|
|
|
May 07, 2021
Q1 2021
|
Brighton Jones LLC
|
SELL
|
- |
-2.32K- 3.84% |
$225K - $244K
|
58.1K
$5.91M
|
|
|
May 17, 2021
Q1 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.33K- 78.16% |
$226K - $246K
|
651
$66.3K
|
|
|
Apr 12, 2021
Q1 2021
|
Trilogy Capital Inc.
|
SELL
|
- |
-2.35KClosed |
$228K - $248K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-2.44K- 1.18% |
$237K - $257K
|
204K
$20.8M
|
|
|
May 10, 2021
Q1 2021
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-2.64KClosed |
$257K - $278K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.71K- 2.04% |
$264K - $286K
|
130K
$13.2M
|
|
|
May 17, 2021
Q1 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.73K- 6.34% |
$265K - $287K
|
40.2K
$4.1M
|
|
|
Apr 13, 2021
Q1 2021
|
Rfg Holdings, Inc.
|
SELL
|
- |
-2.76KClosed |
$268K - $291K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.77K- 5.33% |
$269K - $292K
|
49.2K
$5.01M
|
|
|
Apr 22, 2021
Q1 2021
|
James Investment Research Inc
|
SELL
|
- |
-2.78K- 17.33% |
$270K - $293K
|
13.3K
$1.35M
|
|
|
Apr 26, 2021
Q1 2021
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-2.8KClosed |
$272K - $295K
|
0
$0
|
|
|
Mar 14, 2023
Q1 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-2.82K- 15.38% |
$274K - $298K
|
15.5K
$1.58M
|