Purchases and Sales Made in Q2 2021 in Msci Eafe Growth ETF (EFG)
This table provides information about the institutional ownership of Msci Eafe Growth ETF (EFG) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2021
Q2 2021
|
Adviser Investments LLC
|
BUY
|
- |
20.4K+ 4.36% |
$2.08M - $2.23M
|
487K
$49.5M
|
|
|
Aug 13, 2021
Q2 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
20.2K+ 3.52% |
$2.06M - $2.21M
|
593K
$60.3M
|
|
|
Jul 29, 2021
Q2 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
20.1K+ 6.11% |
$2.05M - $2.2M
|
349K
$35.5M
|
|
|
Jul 30, 2021
Q2 2021
|
Icon Wealth Partners, LLC
|
BUY
|
- |
19K+ 11.89% |
$1.94M - $2.08M
|
179K
$18.2M
|
|
|
Jul 30, 2021
Q2 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
19K+ 96.63% |
$1.94M - $2.08M
|
38.7K
$3.94M
|
|
|
Apr 05, 2024
Q2 2021
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
17.6K+ 5.06% |
$1.79M - $1.92M
|
364K
$37M
|
|
|
Nov 18, 2021
Q2 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
17.2K+ 5.02% |
$1.75M - $1.88M
|
359K
$36.5M
|
|
|
Jul 09, 2021
Q2 2021
|
Mcia Inc
|
BUY
|
- |
15K+ 39.54% |
$1.53M - $1.64M
|
52.8K
$5.37M
|
|
|
Aug 16, 2021
Q2 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
14.7K+ 17.01% |
$1.5M - $1.61M
|
101K
$10.3M
|
|
|
Jul 28, 2021
Q2 2021
|
Sharkey, Howes & Javer
|
BUY
|
- |
14.3K+ 14.24% |
$1.46M - $1.56M
|
115K
$11.6M
|
|
|
Aug 16, 2021
Q2 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
12.8K+ 83.54% |
$1.31M - $1.4M
|
28.1K
$2.86M
|
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
11K+ 14.15% |
$1.13M - $1.21M
|
89.1K
$9.06M
|
|
|
Jul 20, 2021
Q2 2021
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
11K+ 15.28% |
$1.13M - $1.21M
|
83.3K
$8.46M
|
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
10.7K+ 45.38% |
$1.09M - $1.17M
|
34.2K
$3.48M
|
|
|
Aug 11, 2021
Q2 2021
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
10.5K+ 19.85% |
$1.07M - $1.15M
|
63.5K
$6.46M
|
|
|
Aug 10, 2021
Q2 2021
|
Austin Private Wealth, LLC
|
BUY
|
- |
10.3K+ 8.61% |
$1.05M - $1.13M
|
130K
$13.2M
|
|
|
Jul 22, 2021
Q2 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.2K+ 5.25% |
$1.04M - $1.12M
|
205K
$20.8M
|
|
|
Jul 12, 2021
Q2 2021
|
Cooper Financial Group
|
BUY
|
- |
9.57K+ 6.68% |
$977K - $1.05M
|
153K
$15.5M
|
|
|
Aug 09, 2021
Q2 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
9.23K+ 59.46% |
$942K - $1.01M
|
24.8K
$2.52M
|
|
|
Jul 27, 2021
Q2 2021
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
8.78KNew |
$896K - $960K
|
8.78K
$892K
|
|
|
Jul 21, 2021
Q2 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
8.33KNew |
$850K - $911K
|
8.33K
$846K
|
|
|
Aug 10, 2021
Q2 2021
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
8.22KNew |
$839K - $899K
|
8.22K
$835K
|
|
|
Aug 16, 2021
Q2 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
7.94K+ 831.73% |
$811K - $869K
|
8.9K
$904K
|
|
|
Jul 29, 2021
Q2 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.92K+ 38.91% |
$706K - $756K
|
24.7K
$2.51M
|
|
|
Aug 16, 2021
Q2 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.91K+ 0.75% |
$706K - $756K
|
925K
$94M
|
|
|
Aug 05, 2021
Q2 2021
|
Us Bancorp \De\
|
BUY
|
- |
6.91K+ 0.59% |
$705K - $756K
|
1.18M
$120M
|
|
|
Aug 16, 2021
Q2 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.9K+ 25.62% |
$704K - $755K
|
33.8K
$3.44M
|
|
|
Jul 29, 2021
Q2 2021
|
Mechanics Bank Trust Department
|
BUY
|
- |
6.9K+ 33.01% |
$704K - $755K
|
27.8K
$2.82M
|
|
|
Jul 09, 2021
Q2 2021
|
Dubuque Bank & Trust CO
|
BUY
|
- |
6.47K+ 3.56% |
$660K - $707K
|
188K
$19.1M
|
|
|
Aug 16, 2021
Q2 2021
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
6.43K+ 10.1% |
$656K - $703K
|
70.1K
$7.12M
|
|
|
Aug 12, 2021
Q2 2021
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
6.33K+ 4.34% |
$646K - $693K
|
152K
$15.5M
|
|
|
Aug 13, 2021
Q2 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
6.13K+ 12.0% |
$625K - $670K
|
57.2K
$5.81M
|
|
|
Aug 10, 2021
Q2 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.11K+ 7.43% |
$624K - $668K
|
88.3K
$8.97M
|
|
|
Jul 20, 2021
Q2 2021
|
Pachira Investments Inc.
|
BUY
|
- |
6.1KNew |
$622K - $667K
|
6.1K
$619K
|
|
|
Jul 23, 2021
Q2 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
6.08K+ 9.42% |
$621K - $665K
|
70.6K
$7.18M
|
|
|
Aug 10, 2021
Q2 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
5.7K+ 15.62% |
$582K - $624K
|
42.2K
$4.29M
|
|
|
Jul 16, 2021
Q2 2021
|
Lantz Financial LLC
|
BUY
|
- |
5.52K+ 133.66% |
$563K - $604K
|
9.65K
$980K
|
|
|
May 15, 2024
Q2 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
5.5K+ 65.74% |
$562K - $602K
|
13.9K
$1.41M
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.5K+ 13.04% |
$562K - $602K
|
47.7K
$4.85M
|
|
|
Aug 12, 2021
Q2 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.47K+ 4.9% |
$558K - $598K
|
117K
$11.9M
|
|
|
Jul 14, 2021
Q2 2021
|
Brookstone Capital Management
|
BUY
|
- |
5.35K+ 7.63% |
$546K - $586K
|
75.5K
$7.68M
|
|
|
Jul 28, 2021
Q2 2021
|
Pfg Advisors
|
BUY
|
- |
4.7K+ 29.19% |
$479K - $514K
|
20.8K
$2.11M
|
|
|
Jul 13, 2021
Q2 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
4.69KNew |
$479K - $513K
|
4.69K
$476K
|
|
|
Aug 10, 2021
Q2 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.48K+ 24.15% |
$458K - $490K
|
23K
$2.34M
|
|
|
Jul 27, 2021
Q2 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.45K+ 15.51% |
$454K - $487K
|
33.1K
$3.37M
|
|
|
Aug 12, 2021
Q2 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
4.43K+ 54.72% |
$452K - $484K
|
12.5K
$1.27M
|
|
|
Jul 22, 2021
Q2 2021
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
4.31KNew |
$440K - $472K
|
4.31K
$438K
|
|
|
Aug 13, 2021
Q2 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.24K+ 5.13% |
$433K - $464K
|
86.8K
$8.82M
|
|
|
Aug 09, 2021
Q2 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
4.23K+ 99.51% |
$432K - $463K
|
8.48K
$862K
|
|
|
Aug 06, 2021
Q2 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
4.23K+ 4.6% |
$432K - $463K
|
96.2K
$9.77M
|