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 19, 2021
Q2 2021
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
1.81K+ 5.35% |
$185K - $198K
|
35.7K
$3.67M
|
|
|
Aug 16, 2021
Q2 2021
|
Omega Financial Group, LLC
|
BUY
|
- |
1.77K+ 4.74% |
$181K - $194K
|
39.2K
$4.03M
|
|
|
Jul 20, 2021
Q2 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
1.74K+ 36.81% |
$178K - $191K
|
6.48K
$666K
|
|
|
Aug 06, 2021
Q2 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.71K+ 1.03% |
$174K - $187K
|
167K
$17.1M
|
|
|
Dec 01, 2022
Q2 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.71K+ 1.03% |
$174K - $187K
|
167K
$17.1M
|
|
|
Aug 11, 2021
Q2 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.68K+ 76.42% |
$172K - $184K
|
3.88K
$399K
|
|
|
Jul 20, 2021
Q2 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1.66K+ 10.88% |
$170K - $182K
|
16.9K
$1.74M
|
|
|
Aug 12, 2021
Q2 2021
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.65K+ 48.69% |
$169K - $181K
|
5.05K
$518K
|
|
|
Jul 20, 2021
Q2 2021
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.65K+ 8.18% |
$168K - $180K
|
21.8K
$2.24M
|
|
|
Aug 16, 2021
Q2 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.59K+ 0.68% |
$162K - $174K
|
236K
$24.2M
|
|
|
Aug 12, 2021
Q2 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.58K+ 6.51% |
$162K - $173K
|
25.9K
$2.66M
|
|
|
Aug 10, 2021
Q2 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.37K+ 15.68% |
$140K - $150K
|
10.1K
$1.04M
|
|
|
Aug 10, 2021
Q2 2021
|
Larson Financial Group LLC
|
BUY
|
- |
1.35K+ 32.32% |
$138K - $147K
|
5.52K
$567K
|
|
|
Jul 19, 2021
Q2 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.33K+ 5.07% |
$136K - $145K
|
27.5K
$2.83M
|
|
|
Aug 04, 2021
Q2 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.32K+ 2.36% |
$134K - $144K
|
57.2K
$5.88M
|
|
|
Aug 10, 2021
Q2 2021
|
Girard Partners Ltd.
|
BUY
|
- |
1.22K+ 2.71% |
$125K - $134K
|
46.4K
$4.77M
|
|
|
Aug 11, 2021
Q2 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.22K+ 8.06% |
$125K - $134K
|
16.4K
$1.69M
|
|
|
Aug 09, 2021
Q2 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.21K+ 10.58% |
$123K - $132K
|
12.6K
$1.3M
|
|
|
Aug 16, 2021
Q2 2021
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.2K+ 3.85% |
$122K - $131K
|
32.4K
$3.33M
|
|
|
Aug 23, 2021
Q2 2021
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
1.18K+ 8.15% |
$120K - $129K
|
15.6K
$1.61M
|
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
1.16K+ 8.94% |
$118K - $127K
|
14.1K
$1.45M
|
|
|
Aug 02, 2021
Q2 2021
|
Key F Inancial Inc
|
BUY
|
- |
1.12K+ 3.98% |
$114K - $122K
|
29.2K
$3M
|
|
|
Aug 09, 2021
Q2 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.11K+ 7.32% |
$113K - $121K
|
16.3K
$1.67M
|
|
|
Aug 03, 2021
Q2 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1.08K+ 6.15% |
$110K - $118K
|
18.7K
$1.92M
|
|
|
Jul 30, 2021
Q2 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.07K+ 5.75% |
$109K - $117K
|
19.7K
$2.03M
|
|
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
966New |
$98.6K - $106K
|
966
$99.3K
|
|
|
Aug 09, 2021
Q2 2021
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
919+ 19.65% |
$93.8K - $101K
|
5.6K
$575K
|
|
|
Jul 23, 2021
Q2 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
895+ 3.8% |
$91.4K - $97.9K
|
24.5K
$2.51M
|
|
|
Jul 19, 2021
Q2 2021
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
891+ 11.85% |
$90.9K - $97.5K
|
8.41K
$864K
|
|
|
Aug 06, 2021
Q2 2021
|
Tap Consulting, LLC
|
BUY
|
- |
857+ 3.19% |
$87.5K - $93.7K
|
27.7K
$2.85M
|
|
|
Aug 09, 2021
Q2 2021
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
823+ 0.64% |
$84K - $90K
|
130K
$13.3M
|
|
|
Aug 16, 2021
Q2 2021
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
817+ 3.17% |
$83.4K - $89.4K
|
26.6K
$2.73M
|
|
|
Jul 20, 2021
Q2 2021
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
795+ 1.98% |
$81.1K - $87K
|
40.9K
$4.2M
|
|
|
Aug 06, 2021
Q2 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
795+ 4.47% |
$81.1K - $87K
|
18.6K
$1.91M
|
|
|
Mar 14, 2023
Q2 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
777+ 5.0% |
$79.3K - $85K
|
16.3K
$1.68M
|
|
|
Jul 23, 2021
Q2 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
776+ 25.59% |
$79.2K - $84.9K
|
3.81K
$391K
|
|
|
Aug 11, 2021
Q2 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
776+ 4.99% |
$79.2K - $84.9K
|
16.3K
$1.68M
|
|
|
Aug 03, 2021
Q2 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
771+ 5.27% |
$78.7K - $84.3K
|
15.4K
$1.58M
|
|
|
Aug 13, 2021
Q2 2021
|
Lincoln National Corp
|
BUY
|
- |
766+ 18.37% |
$78.2K - $83.8K
|
4.94K
$507K
|
|
|
Jul 21, 2021
Q2 2021
|
Csenge Advisory Group
|
BUY
|
- |
766+ 7.34% |
$78.2K - $83.8K
|
11.2K
$1.15M
|
|
|
Aug 02, 2021
Q2 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
757+ 2.3% |
$77.3K - $82.8K
|
33.6K
$3.46M
|
|
|
Aug 10, 2021
Q2 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
750+ 8.02% |
$76.6K - $82K
|
10.1K
$1.04M
|
|
|
Aug 13, 2021
Q2 2021
|
Middleton & CO Inc
|
BUY
|
- |
725+ 14.39% |
$74K - $79.3K
|
5.76K
$592K
|
|
|
Jul 09, 2021
Q2 2021
|
First Citizens Financial Corp
|
BUY
|
- |
723+ 28.71% |
$73.8K - $79.1K
|
3.24K
$333K
|
|
|
Aug 10, 2021
Q2 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
712+ 13.24% |
$72.7K - $77.9K
|
6.09K
$626K
|
|
|
Jul 22, 2021
Q2 2021
|
Horizon Financial Services, LLC
|
BUY
|
- |
710New |
$72.5K - $77.7K
|
710
$73K
|
|
|
Aug 13, 2021
Q2 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
698+ 13.09% |
$71.2K - $76.4K
|
6.03K
$620K
|
|
|
Aug 11, 2021
Q2 2021
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
673+ 6.34% |
$68.7K - $73.6K
|
11.3K
$1.16M
|
|
|
Aug 16, 2021
Q2 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
673+ 16.15% |
$68.7K - $73.6K
|
4.84K
$497K
|
|
|
Jul 22, 2021
Q2 2021
|
Veracity Capital LLC
|
BUY
|
- |
644+ 10.98% |
$65.7K - $70.4K
|
6.51K
$669K
|