Purchases and Sales Made in Q2 2020 in Msci Eafe Growth ETF (EFG)
This table provides information about the institutional ownership of Msci Eafe Growth ETF (EFG) during Q2 2020. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2020
Q2 2020
|
Envestnet Asset Management Inc
|
BUY
|
- |
14.1M+ 2540.62% |
$961M - $1.19B
|
14.6M
$1.44B
|
|
|
Aug 13, 2020
Q2 2020
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.5M+ 1646.82% |
$171M - $212M
|
2.65M
$261M
|
|
|
Jul 30, 2020
Q2 2020
|
Park Avenue Securities LLC
|
BUY
|
- |
1.66MNew |
$113M - $141M
|
1.66M
$163M
|
|
|
Jul 23, 2020
Q2 2020
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.19M+ 630.24% |
$81.3M - $101M
|
1.38M
$136M
|
|
|
Aug 14, 2020
Q2 2020
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.07M+ 212.26% |
$73.3M - $91M
|
1.58M
$155M
|
|
|
Aug 14, 2020
Q2 2020
|
Truist Financial Corp
|
BUY
|
- |
713K+ 118.23% |
$48.7M - $60.4M
|
1.32M
$129M
|
|
|
Aug 14, 2020
Q2 2020
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
676K+ 3086.03% |
$46.1M - $57.3M
|
697K
$68.5M
|
|
|
Jul 30, 2020
Q2 2020
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
534KNew |
$36.5M - $45.3M
|
534K
$52.5M
|
|
|
Aug 17, 2020
Q2 2020
|
Wealthsource Partners, LLC
|
BUY
|
- |
397K+ 9442.27% |
$27.1M - $33.7M
|
401K
$39.4M
|
|
|
Aug 12, 2020
Q2 2020
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
384K+ 219.89% |
$26.2M - $32.5M
|
558K
$54.9M
|
|
|
Aug 14, 2020
Q2 2020
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
356K+ 97.54% |
$24.3M - $30.2M
|
721K
$70.9M
|
|
|
Aug 13, 2020
Q2 2020
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
307K+ 16.47% |
$20.9M - $26M
|
2.17M
$213M
|
|
|
Aug 12, 2020
Q2 2020
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
294K+ 87.65% |
$20M - $24.9M
|
628K
$61.8M
|
|
|
Aug 14, 2020
Q2 2020
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
273K+ 71.96% |
$18.7M - $23.2M
|
653K
$64.2M
|
|
|
Jul 31, 2020
Q2 2020
|
Ubs Group Ag
|
BUY
|
- |
232K+ 55.44% |
$15.8M - $19.7M
|
650K
$63.9M
|
|
|
Aug 05, 2020
Q2 2020
|
Ae Wealth Management LLC
|
BUY
|
- |
231K+ 55.45% |
$15.8M - $19.6M
|
649K
$63.7M
|
|
|
Aug 06, 2020
Q2 2020
|
Sawtooth Solutions, LLC
|
BUY
|
- |
220K+ 51.42% |
$15M - $18.7M
|
648K
$63.7M
|
|
|
Jul 27, 2020
Q2 2020
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
183K+ 528.6% |
$12.5M - $15.5M
|
217K
$21.3M
|
|
|
Jul 14, 2020
Q2 2020
|
Icon Wealth Partners, LLC
|
BUY
|
- |
179KNew |
$12.2M - $15.1M
|
179K
$17.5M
|
|
|
Jul 29, 2020
Q2 2020
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
177KNew |
$12.1M - $15M
|
177K
$17.4M
|
|
|
Aug 10, 2020
Q2 2020
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
172K+ 444.49% |
$11.7M - $14.6M
|
211K
$20.7M
|
|
|
Sep 22, 2020
Q2 2020
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
170KNew |
$11.6M - $14.4M
|
170K
$16.7M
|
|
|
Aug 13, 2020
Q2 2020
|
55 I, LLC
Boston, MA |
BUY
|
- |
162K+ 119.07% |
$11M - $13.7M
|
297K
$29.2M
|
|
|
Aug 14, 2020
Q2 2020
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
161KNew |
$11M - $13.6M
|
161K
$15.8M
|
|
|
Jul 21, 2020
Q2 2020
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
156KNew |
$10.7M - $13.3M
|
156K
$15.4M
|
|
|
Mar 12, 2021
Q2 2020
|
Crestone Asset Management LLC
|
BUY
|
- |
142KNew |
$9.71M - $12.1M
|
142K
$14M
|
|
|
Jul 13, 2020
Q2 2020
|
Stone House Investment Management, LLC
|
BUY
|
- |
137KNew |
$9.36M - $11.6M
|
137K
$13.5M
|
|
|
Sep 29, 2020
Q2 2020
|
One Advisory Partners, LLC
|
BUY
|
- |
127KNew |
$8.69M - $10.8M
|
127K
$12.5M
|
|
|
Aug 10, 2020
Q2 2020
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
124KNew |
$8.48M - $10.5M
|
124K
$12.2M
|
|
|
Aug 12, 2020
Q2 2020
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
116K+ 97.51% |
$7.94M - $9.86M
|
236K
$23.2M
|
|
|
Jul 21, 2020
Q2 2020
|
Brookstone Capital Management
|
BUY
|
- |
114KNew |
$7.76M - $9.64M
|
114K
$11.2M
|
|
|
Jul 15, 2020
Q2 2020
|
Cooper Financial Group
|
BUY
|
- |
113KNew |
$7.72M - $9.59M
|
113K
$11.1M
|
|
|
Jul 22, 2020
Q2 2020
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
110KNew |
$7.53M - $9.35M
|
110K
$10.8M
|
|
|
Aug 11, 2020
Q2 2020
|
Spectrum Management Group, LLC
|
BUY
|
- |
110KNew |
$7.5M - $9.31M
|
110K
$10.8M
|
|
|
Aug 14, 2020
Q2 2020
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
109K+ 75.22% |
$7.42M - $9.21M
|
253K
$24.9M
|
|
|
Jul 17, 2020
Q2 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
102K+ 31.59% |
$6.99M - $8.68M
|
427K
$41.9M
|
|
|
Jun 17, 2024
Q2 2020
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
102K+ 3015.68% |
$6.95M - $8.63M
|
105K
$10.3M
|
|
|
Jul 22, 2020
Q2 2020
|
Sharkey, Howes & Javer
|
BUY
|
- |
102KNew |
$6.94M - $8.61M
|
102K
$9.99M
|
|
|
Aug 07, 2020
Q2 2020
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
96.4KNew |
$6.58M - $8.17M
|
96.4K
$9.47M
|
|
|
Aug 13, 2020
Q2 2020
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
93.5KNew |
$6.38M - $7.92M
|
93.5K
$9.19M
|
|
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
87.7K+ 803.8% |
$5.99M - $7.43M
|
98.6K
$9.69M
|
|
|
Aug 14, 2020
Q2 2020
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
86.4K+ 479.94% |
$5.9M - $7.33M
|
104K
$10.3M
|
|
|
Aug 13, 2020
Q2 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
86.3K+ 4544.0% |
$5.89M - $7.32M
|
88.2K
$8.67M
|
|
|
Mar 11, 2024
Q2 2020
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
82.5K+ 1735.35% |
$5.63M - $6.99M
|
87.2K
$8.57M
|
|
|
Jul 21, 2020
Q2 2020
|
Financial Advisory Service, Inc.
|
BUY
|
- |
80.6K+ 18.75% |
$5.5M - $6.83M
|
511K
$50.2M
|
|
|
Aug 13, 2020
Q2 2020
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
79KNew |
$5.4M - $6.7M
|
79K
$7.77M
|
|
|
Jul 17, 2020
Q2 2020
|
Comerica Securities,Inc.
|
BUY
|
- |
79KNew |
$5.4M - $6.7M
|
79K
$7.77M
|
|
|
Jul 15, 2020
Q2 2020
|
Cypress Wealth Services, LLC
|
BUY
|
- |
77.3KNew |
$5.28M - $6.55M
|
77.3K
$7.59M
|
|
|
Aug 18, 2020
Q2 2020
|
Tri Star Advisors Inc.
|
BUY
|
- |
76KNew |
$5.19M - $6.44M
|
76K
$7.47M
|
|
|
Jun 23, 2021
Q2 2020
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
73.8KNew |
$5.04M - $6.25M
|
73.8K
$7.25M
|