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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2020
Q2 2020
|
Macroview Investment Management LLC
|
BUY
|
- |
15.7KNew |
$1.07M - $1.33M
|
15.7K
$1.55M
|
|
|
Jul 22, 2020
Q2 2020
|
Nbt Bank N A
|
BUY
|
- |
15.4K+ 6.77% |
$1.05M - $1.31M
|
243K
$23.9M
|
|
|
Aug 14, 2020
Q2 2020
|
Private Portfolio Partners LLC
|
BUY
|
- |
15.2K+ 417.64% |
$1.04M - $1.29M
|
18.9K
$1.86M
|
|
|
Jul 20, 2020
Q2 2020
|
Western Wealth Management, LLC
|
BUY
|
- |
14.5KNew |
$989K - $1.23M
|
14.5K
$1.42M
|
|
|
Aug 03, 2020
Q2 2020
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
14.5KNew |
$989K - $1.23M
|
14.5K
$1.42M
|
|
|
Aug 06, 2020
Q2 2020
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
14.4K+ 2.07% |
$983K - $1.22M
|
710K
$69.8M
|
|
|
Jul 31, 2020
Q2 2020
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
14.1KNew |
$966K - $1.2M
|
14.1K
$1.39M
|
|
|
Jul 20, 2020
Q2 2020
|
Belpointe Asset Management LLC
|
BUY
|
- |
13.3KNew |
$909K - $1.13M
|
13.3K
$1.31M
|
|
|
Aug 12, 2020
Q2 2020
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
13.3K+ 48.74% |
$908K - $1.13M
|
40.6K
$3.99M
|
|
|
Jul 31, 2020
Q2 2020
|
Merriman Wealth Management, LLC
|
BUY
|
- |
13.2K+ 88.61% |
$901K - $1.12M
|
28.1K
$2.76M
|
|
|
Aug 05, 2020
Q2 2020
|
Ifp Advisors, Inc
|
BUY
|
- |
13.2K+ 406.33% |
$899K - $1.12M
|
16.4K
$1.61M
|
|
|
Aug 07, 2020
Q2 2020
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
12.8KNew |
$874K - $1.09M
|
12.8K
$1.26M
|
|
|
Aug 10, 2020
Q2 2020
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
12.2KNew |
$834K - $1.04M
|
12.2K
$1.2M
|
|
|
Aug 14, 2020
Q2 2020
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
11.9K+ 701.65% |
$815K - $1.01M
|
13.6K
$1.34M
|
|
|
Jul 31, 2020
Q2 2020
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
11.8K+ 7.02% |
$805K - $999K
|
180K
$17.7M
|
|
|
Sep 11, 2020
Q2 2020
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
11.1KNew |
$757K - $940K
|
11.1K
$1.09M
|
|
|
Jul 06, 2020
Q2 2020
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
10.7K+ 419.23% |
$734K - $911K
|
13.3K
$1.31M
|
|
|
Jul 10, 2020
Q2 2020
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
10.4K+ 1320.51% |
$712K - $884K
|
11.2K
$1.1M
|
|
|
Aug 12, 2020
Q2 2020
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
10K+ 3.21% |
$684K - $849K
|
322K
$31.6M
|
|
|
Jul 13, 2020
Q2 2020
|
Successful Portfolios LLC
|
BUY
|
- |
9.65KNew |
$659K - $818K
|
9.65K
$948K
|
|
|
Jul 17, 2020
Q2 2020
|
Montecito Bank & Trust
|
BUY
|
- |
9.29KNew |
$634K - $788K
|
9.29K
$913K
|
|
|
Aug 14, 2020
Q2 2020
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
8.88K+ 5.4% |
$606K - $752K
|
173K
$17M
|
|
|
Jul 14, 2020
Q2 2020
|
Rda Financial Network
|
BUY
|
- |
8.41KNew |
$574K - $713K
|
8.41K
$827K
|
|
|
Aug 04, 2020
Q2 2020
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.39KNew |
$573K - $712K
|
8.39K
$825K
|
|
|
Aug 11, 2020
Q2 2020
|
Lvw Advisors, LLC
|
BUY
|
- |
8.39KNew |
$573K - $711K
|
8.39K
$824K
|
|
|
Aug 14, 2020
Q2 2020
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.21K+ 9.79% |
$561K - $696K
|
92.1K
$9.05M
|
|
|
Aug 11, 2020
Q2 2020
|
Uma Financial Services, Inc.
|
BUY
|
- |
7.8K+ 14.6% |
$533K - $661K
|
61.2K
$6.02M
|
|
|
Aug 13, 2020
Q2 2020
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
7.09K+ 27.73% |
$484K - $601K
|
32.7K
$3.21M
|
|
|
Aug 10, 2020
Q2 2020
|
D.A. Davidson & Co.
|
BUY
|
- |
6.96K+ 26.94% |
$475K - $590K
|
32.8K
$3.22M
|
|
|
Aug 07, 2020
Q2 2020
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.62K+ 110.53% |
$452K - $561K
|
12.6K
$1.24M
|
|
|
Aug 14, 2020
Q2 2020
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
6.49KNew |
$443K - $550K
|
6.49K
$638K
|
|
|
Aug 14, 2020
Q2 2020
|
Brown Advisory Inc
|
BUY
|
- |
6.35K+ 88.77% |
$433K - $538K
|
13.5K
$1.33M
|
|
|
Aug 14, 2020
Q2 2020
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
6.2KNew |
$423K - $525K
|
6.2K
$609K
|
|
|
Aug 05, 2020
Q2 2020
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
5.95KNew |
$406K - $505K
|
5.95K
$585K
|
|
|
Jul 31, 2020
Q2 2020
|
Kovack Advisors, Inc.
|
BUY
|
- |
5.81KNew |
$396K - $492K
|
5.81K
$571K
|
|
|
Aug 10, 2020
Q2 2020
|
Ifg Advisory, LLC
|
BUY
|
- |
5.69KNew |
$389K - $482K
|
5.69K
$559K
|
|
|
Aug 12, 2020
Q2 2020
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
5.68K+ 18.11% |
$388K - $481K
|
37K
$3.64M
|
|
|
Jul 13, 2020
Q2 2020
|
Veracity Capital LLC
|
BUY
|
- |
5.36KNew |
$366K - $454K
|
5.36K
$527K
|
|
|
Dec 01, 2022
Q2 2020
|
Mufg Americas Holdings Corp
|
BUY
|
- |
5.32K+ 3.48% |
$363K - $451K
|
158K
$15.6M
|
|
|
Aug 03, 2020
Q2 2020
|
Guidance Point Advisors, LLC
|
BUY
|
- |
5.32KNew |
$363K - $451K
|
5.32K
$523K
|
|
|
Aug 11, 2020
Q2 2020
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
5.2K+ 18.35% |
$355K - $441K
|
33.5K
$3.3M
|
|
|
Aug 12, 2020
Q2 2020
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.95K+ 7.43% |
$338K - $419K
|
71.5K
$7.03M
|
|
|
Jul 13, 2020
Q2 2020
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
4.81KNew |
$329K - $408K
|
4.81K
$473K
|
|
|
Jul 28, 2020
Q2 2020
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.69K+ 391.17% |
$320K - $398K
|
5.89K
$579K
|
|
|
Aug 13, 2020
Q2 2020
|
Aspire Private Capital, LLC
|
BUY
|
- |
4.63KNew |
$316K - $392K
|
4.63K
$454K
|
|
|
Jul 16, 2020
Q2 2020
|
First Heartland Consultants, Inc.
|
BUY
|
- |
4.52KNew |
$309K - $383K
|
4.52K
$444K
|
|
|
Aug 14, 2020
Q2 2020
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.51KNew |
$308K - $383K
|
4.51K
$444K
|
|
|
Aug 03, 2020
Q2 2020
|
Mission Wealth Management, LP
|
BUY
|
- |
4.43KNew |
$303K - $376K
|
4.43K
$436K
|
|
|
Aug 05, 2020
Q2 2020
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.1K+ 66.29% |
$280K - $347K
|
10.3K
$1.01M
|
|
|
May 15, 2024
Q2 2020
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3.99KNew |
$272K - $338K
|
3.99K
$392K
|