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
|
Private Portfolio Partners LLC
|
SELL
|
- |
-2.82K- 15.38% |
$274K - $298K
|
15.5K
$1.58M
|
|
|
May 14, 2021
Q1 2021
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-2.85K- 35.31% |
$277K - $301K
|
5.23K
$532K
|
|
|
Apr 29, 2021
Q1 2021
|
Financial Counselors Inc
|
SELL
|
- |
-2.87K- 42.96% |
$279K - $303K
|
3.82K
$388K
|
|
|
May 12, 2021
Q1 2021
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.02K- 3.37% |
$293K - $318K
|
86.5K
$8.8M
|
|
|
Apr 14, 2021
Q1 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-3.15K- 33.58% |
$306K - $332K
|
6.24K
$635K
|
|
|
Apr 30, 2021
Q1 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-3.18K- 1.89% |
$309K - $335K
|
165K
$16.8M
|
|
|
Dec 01, 2022
Q1 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-3.18K- 1.89% |
$309K - $335K
|
165K
$16.8M
|
|
|
May 12, 2021
Q1 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-3.34K- 1.0% |
$325K - $352K
|
330K
$33.6M
|
|
|
May 05, 2021
Q1 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3.4K- 5.06% |
$330K - $358K
|
63.7K
$6.48M
|
|
|
May 14, 2021
Q1 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-3.43K- 9.85% |
$333K - $361K
|
31.4K
$3.19M
|
|
|
May 17, 2021
Q1 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.56K- 9.33% |
$346K - $375K
|
34.6K
$3.52M
|
|
|
May 11, 2021
Q1 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-3.57K- 35.3% |
$347K - $376K
|
6.55K
$666K
|
|
|
Apr 20, 2021
Q1 2021
|
Austin Private Wealth, LLC
|
SELL
|
- |
-3.59K- 2.91% |
$349K - $378K
|
120K
$12.2M
|
|
|
Apr 20, 2021
Q1 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.65K- 11.28% |
$354K - $384K
|
28.7K
$2.92M
|
|
|
May 14, 2021
Q1 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.75K- 5.19% |
$365K - $396K
|
68.6K
$6.98M
|
|
|
Apr 14, 2021
Q1 2021
|
Collective Family Office LLC
|
SELL
|
- |
-3.98K- 29.55% |
$386K - $419K
|
9.48K
$964K
|
|
|
May 12, 2021
Q1 2021
|
Burleson & Company, LLC
|
SELL
|
- |
-4.07K- 34.54% |
$396K - $429K
|
7.72K
$786K
|
|
|
Apr 13, 2021
Q1 2021
|
4 J Wealth Management LLC
|
SELL
|
- |
-4.16KClosed |
$404K - $438K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-4.22K- 9.22% |
$410K - $444K
|
41.5K
$4.22M
|
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-4.32K- 37.09% |
$419K - $455K
|
7.32K
$745K
|
|
|
May 12, 2021
Q1 2021
|
Tap Consulting, LLC
|
SELL
|
- |
-4.36K- 13.96% |
$424K - $460K
|
26.9K
$2.74M
|
|
|
Apr 21, 2021
Q1 2021
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-4.48K- 1.42% |
$435K - $472K
|
310K
$31.6M
|
|
|
May 06, 2021
Q1 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-4.5K- 11.91% |
$437K - $474K
|
33.3K
$3.39M
|
|
|
May 17, 2021
Q1 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-4.7K- 32.25% |
$457K - $495K
|
9.87K
$1M
|
|
|
May 17, 2021
Q1 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-4.9K- 10.41% |
$477K - $517K
|
42.2K
$4.29M
|
|
|
May 06, 2021
Q1 2021
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-5.29K- 3.72% |
$514K - $558K
|
137K
$13.9M
|
|
|
May 06, 2021
Q1 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-5.33K- 22.14% |
$518K - $562K
|
18.8K
$1.91M
|
|
|
May 11, 2021
Q1 2021
|
North Rock Partners, LLC
|
SELL
|
- |
-5.4K- 10.34% |
$525K - $569K
|
46.8K
$4.76M
|
|
|
May 13, 2021
Q1 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.5K- 23.64% |
$535K - $580K
|
17.8K
$1.81M
|
|
|
May 14, 2021
Q1 2021
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-5.51KClosed |
$535K - $580K
|
0
$0
|
|
|
Apr 06, 2021
Q1 2021
|
Uma Financial Services, Inc.
|
SELL
|
- |
-5.69K- 8.1% |
$553K - $600K
|
64.6K
$6.57M
|
|
|
May 06, 2021
Q1 2021
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-6.02K- 30.39% |
$585K - $635K
|
13.8K
$1.4M
|
|
|
May 17, 2021
Q1 2021
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-6.13K- 16.19% |
$596K - $646K
|
31.7K
$3.23M
|
|
|
Apr 19, 2024
Q1 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-6.15KClosed |
$598K - $648K
|
0
$0
|
|
|
Apr 21, 2021
Q1 2021
|
Sharkey, Howes & Javer
|
SELL
|
- |
-6.28K- 5.89% |
$610K - $662K
|
100K
$10.2M
|
|
|
Apr 29, 2021
Q1 2021
|
Vigilare Wealth Management
|
SELL
|
- |
-6.38K- 52.15% |
$620K - $672K
|
5.85K
$596K
|
|
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-6.42K- 9.62% |
$624K - $677K
|
60.4K
$6.14M
|
|
|
May 11, 2021
Q1 2021
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-6.54K- 4.92% |
$635K - $689K
|
126K
$12.9M
|
|
|
May 18, 2021
Q1 2021
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-7.04K- 14.94% |
$684K - $742K
|
40.1K
$4.08M
|
|
|
May 24, 2021
Q1 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-7.81K- 21.99% |
$759K - $823K
|
27.7K
$2.82M
|
|
|
Apr 28, 2021
Q1 2021
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-7.94K- 11.5% |
$772K - $837K
|
61.1K
$6.22M
|
|
|
Apr 15, 2021
Q1 2021
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-8.02K- 11.18% |
$779K - $845K
|
63.7K
$6.48M
|
|
|
Apr 27, 2021
Q1 2021
|
Crestone Asset Management LLC
|
SELL
|
- |
-8.04K- 5.85% |
$781K - $847K
|
129K
$13.2M
|
|
|
May 13, 2021
Q1 2021
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-8.14K- 58.88% |
$791K - $857K
|
5.68K
$578K
|
|
|
May 17, 2021
Q1 2021
|
Cooper Financial Group
|
SELL
|
- |
-8.29K- 5.47% |
$806K - $874K
|
143K
$14.6M
|
|
|
May 17, 2021
Q1 2021
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-8.75K- 25.37% |
$850K - $922K
|
25.7K
$2.62M
|
|
|
Apr 19, 2021
Q1 2021
|
Tri Star Advisors Inc.
|
SELL
|
- |
-9.54K- 10.59% |
$927K - $1.01M
|
80.6K
$8.2M
|
|
|
May 07, 2021
Q1 2021
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-9.62K- 34.91% |
$935K - $1.01M
|
17.9K
$1.83M
|
|
|
Apr 26, 2021
Q1 2021
|
1900 Wealth Management LLC
|
SELL
|
- |
-9.97K- 4.38% |
$969K - $1.05M
|
218K
$22.2M
|
|
|
Apr 12, 2021
Q1 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-10.1K- 58.51% |
$979K - $1.06M
|
7.15K
$728K
|