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 |
|---|---|---|---|---|---|---|---|
|
Aug 03, 2021
Q2 2021
|
Tru Independence LLC
|
BUY
|
- |
637New |
$65K - $69.7K
|
637
$64.7K
|
|
|
Jul 21, 2021
Q2 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
625+ 4.69% |
$63.8K - $68.4K
|
13.9K
$1.42M
|
|
|
Aug 06, 2021
Q2 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
621+ 6.21% |
$63.4K - $67.9K
|
10.6K
$1.08M
|
|
|
Aug 13, 2021
Q2 2021
|
3 D/L Capital Management, LLC
|
BUY
|
- |
606+ 21.69% |
$61.9K - $66.3K
|
3.4K
$345K
|
|
|
Aug 13, 2021
Q2 2021
|
Keystone Financial Group
|
BUY
|
- |
589+ 21.1% |
$60.1K - $64.4K
|
3.38K
$344K
|
|
|
Aug 06, 2021
Q2 2021
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
585+ 5.57% |
$59.7K - $64K
|
11.1K
$1.13M
|
|
|
Aug 03, 2021
Q2 2021
|
Financial Counselors Inc
|
BUY
|
- |
562+ 14.73% |
$57.4K - $61.5K
|
4.38K
$445K
|
|
|
Jul 20, 2021
Q2 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
545+ 5.79% |
$55.6K - $59.6K
|
9.95K
$1.01M
|
|
|
Jul 28, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
- |
510+ 18.63% |
$52.1K - $55.8K
|
3.25K
$330K
|
|
|
Aug 16, 2021
Q2 2021
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
499+ 3.62% |
$50.9K - $54.6K
|
14.3K
$1.45M
|
|
|
Aug 10, 2021
Q2 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
482+ 2.0% |
$49.2K - $52.7K
|
24.6K
$2.5M
|
|
|
Jul 12, 2021
Q2 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
482+ 12.46% |
$49.2K - $52.7K
|
4.35K
$442K
|
|
|
Aug 13, 2021
Q2 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
466+ 11.53% |
$47.6K - $51K
|
4.51K
$458K
|
|
|
Jan 27, 2023
Q2 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
466+ 11.53% |
$47.6K - $51K
|
4.51K
$458K
|
|
|
Aug 16, 2021
Q2 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
461+ 64.75% |
$47.1K - $50.4K
|
1.17K
$119K
|
|
|
Aug 12, 2021
Q2 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
437+ 4.43% |
$44.6K - $47.8K
|
10.3K
$1.05M
|
|
|
Jul 15, 2021
Q2 2021
|
Lvw Advisors, LLC
|
BUY
|
- |
424+ 0.83% |
$43.3K - $46.4K
|
51.8K
$5.26M
|
|
|
Jul 30, 2021
Q2 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
424+ 12.25% |
$43.3K - $46.4K
|
3.88K
$395K
|
|
|
Jul 15, 2021
Q2 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
386+ 27.43% |
$39.4K - $42.2K
|
1.79K
$182K
|
|
|
Aug 03, 2021
Q2 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
382+ 0.12% |
$39K - $41.8K
|
331K
$33.6M
|
|
|
Jul 22, 2021
Q2 2021
|
Rede Wealth, LLC
|
BUY
|
- |
381+ 3.99% |
$38.9K - $41.7K
|
9.93K
$1.01M
|
|
|
Jul 16, 2021
Q2 2021
|
One Advisory Partners, LLC
|
BUY
|
- |
374+ 0.4% |
$38.2K - $40.9K
|
93.8K
$9.53M
|
|
|
Aug 12, 2021
Q2 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
328+ 13.74% |
$33.5K - $35.9K
|
2.72K
$276K
|
|
|
Aug 16, 2021
Q2 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
314+ 48.23% |
$32K - $34.3K
|
965
$98.1K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
314+ 0.92% |
$32K - $34.3K
|
34.5K
$3.51M
|
|
|
Aug 12, 2021
Q2 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
295+ 4.29% |
$30.1K - $32.3K
|
7.18K
$729K
|
|
|
Aug 09, 2021
Q2 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
286+ 0.91% |
$29.2K - $31.3K
|
31.6K
$3.22M
|
|
|
Aug 06, 2021
Q2 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
280+ 0.57% |
$28.6K - $30.6K
|
49.5K
$5.03M
|
|
|
Aug 02, 2021
Q2 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
279+ 3.91% |
$28.5K - $30.5K
|
7.41K
$753K
|
|
|
Jul 29, 2021
Q2 2021
|
Brown Advisory Inc
|
BUY
|
- |
254+ 1.52% |
$25.9K - $27.8K
|
17K
$1.73M
|
|
|
Aug 10, 2021
Q2 2021
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
229+ 3.19% |
$23.4K - $25.1K
|
7.42K
$754K
|
|
|
Jul 29, 2021
Q2 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
224+ 10.2% |
$22.9K - $24.5K
|
2.42K
$246K
|
|
|
Jul 28, 2021
Q2 2021
|
Nbt Bank N A
|
BUY
|
- |
213+ 0.1% |
$21.7K - $23.3K
|
209K
$21.2M
|
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
209+ 0.32% |
$21.3K - $22.9K
|
66K
$6.71M
|
|
|
Aug 11, 2021
Q2 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
209+ 0.72% |
$21.3K - $22.9K
|
29K
$2.95M
|
|
|
Aug 05, 2021
Q2 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
208+ 0.93% |
$21.2K - $22.8K
|
22.7K
$2.31M
|
|
|
Aug 03, 2021
Q2 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
206New |
$21K - $22.5K
|
206
$20.9K
|
|
|
Aug 02, 2021
Q2 2021
|
Optimum Investment Advisors
|
BUY
|
- |
200+ 80.97% |
$20.4K - $21.9K
|
447
$45.4K
|
|
|
Jul 16, 2021
Q2 2021
|
Western Financial Corporation
|
BUY
|
- |
197+ 9.35% |
$20.1K - $21.5K
|
2.31K
$234K
|
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
187+ 0.07% |
$19.1K - $20.5K
|
257K
$26.2M
|
|
|
Aug 09, 2021
Q2 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
181+ 8.76% |
$18.5K - $19.8K
|
2.25K
$228K
|
|
|
Jul 26, 2021
Q2 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
179+ 5.22% |
$18.3K - $19.6K
|
3.61K
$367K
|
|
|
Aug 16, 2021
Q2 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
177+ 4.61% |
$18.1K - $19.4K
|
4.02K
$408K
|
|
|
Jul 19, 2021
Q2 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
169+ 1.45% |
$17.2K - $18.5K
|
11.9K
$1.2M
|
|
|
Jul 16, 2021
Q2 2021
|
Vigilare Wealth Management
|
BUY
|
- |
158+ 2.7% |
$16.1K - $17.3K
|
6.01K
$611K
|
|
|
Aug 13, 2021
Q2 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
158+ 6.9% |
$16.1K - $17.3K
|
2.45K
$249K
|
|
|
Jul 29, 2021
Q2 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
157+ 3.51% |
$16K - $17.2K
|
4.62K
$470K
|
|
|
Aug 06, 2021
Q2 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
150+ 0.48% |
$15.3K - $16.4K
|
31.4K
$3.19M
|
|
|
Aug 06, 2021
Q2 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
145+ 0.42% |
$14.8K - $15.9K
|
34.7K
$3.52M
|
|
|
Aug 16, 2021
Q2 2021
|
Townsquare Capital LLC
|
BUY
|
- |
144+ 5.65% |
$14.7K - $15.8K
|
2.69K
$274K
|