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 12, 2021
Q2 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
7New |
$714 - $766
|
7
$711
|
|
|
Aug 17, 2021
Q2 2021
|
Retirement Group, LLC
|
BUY
|
- |
6+ 0.9% |
$612 - $656
|
670
$68.1K
|
|
|
Aug 09, 2021
Q2 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
5+ 0.18% |
$510 - $547
|
2.83K
$287K
|
|
|
Aug 10, 2021
Q2 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
2+ 0.64% |
$204 - $219
|
314
$31.9K
|
|
|
Jul 19, 2021
Q2 2021
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
1+ 1.1% |
$102 - $109
|
92
$9.35K
|
|
|
Jul 27, 2021
Q2 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$102 - $109
|
3.83K
$389K
|
|
|
Aug 04, 2021
Q2 2021
|
Glassman Wealth Services
|
BUY
|
- |
1+ 0.08% |
$102 - $109
|
1.32K
$134K
|
|
|
Aug 17, 2021
Q2 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1Closed |
$102 - $109
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-4- 0.07% |
$408 - $438
|
5.75K
$584K
|
|
|
Jul 21, 2021
Q2 2021
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-10- 14.93% |
$1.02K - $1.09K
|
57
$5.79K
|
|
|
Jul 23, 2021
Q2 2021
|
First Pacific Financial
|
SELL
|
- |
-13- 0.07% |
$1.33K - $1.42K
|
18.9K
$1.92M
|
|
|
Aug 10, 2021
Q2 2021
|
Marcum Wealth, LLC
|
SELL
|
- |
-14- 0.18% |
$1.43K - $1.53K
|
7.59K
$771K
|
|
|
Jul 15, 2021
Q2 2021
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-14- 0.49% |
$1.43K - $1.53K
|
2.83K
$287K
|
|
|
Aug 06, 2021
Q2 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-16- 0.03% |
$1.63K - $1.75K
|
58.8K
$5.97M
|
|
|
Jul 09, 2021
Q2 2021
|
Savior LLC
|
SELL
|
- |
-19- 3.82% |
$1.94K - $2.08K
|
478
$48.6K
|
|
|
Jul 19, 2021
Q2 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-19- 0.85% |
$1.94K - $2.08K
|
2.22K
$226K
|
|
|
Jul 26, 2021
Q2 2021
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-20- 0.16% |
$2.04K - $2.19K
|
12.8K
$1.3M
|
|
|
Aug 12, 2021
Q2 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-22- 0.94% |
$2.25K - $2.41K
|
2.31K
$235K
|
|
|
Jul 16, 2021
Q2 2021
|
Autus Asset Management, LLC
|
SELL
|
- |
-25- 0.16% |
$2.55K - $2.73K
|
15.9K
$1.62M
|
|
|
Jul 30, 2021
Q2 2021
|
Highland Capital Management, LLC
|
SELL
|
- |
-27- 0.6% |
$2.76K - $2.95K
|
4.46K
$453K
|
|
|
Aug 10, 2021
Q2 2021
|
Means Investment Co., Inc.
|
SELL
|
- |
-33- 0.85% |
$3.37K - $3.61K
|
3.87K
$393K
|
|
|
Jul 14, 2021
Q2 2021
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-44- 1.95% |
$4.49K - $4.81K
|
2.21K
$225K
|
|
|
Jul 12, 2021
Q2 2021
|
Courier Capital LLC
|
SELL
|
- |
-46- 2.3% |
$4.7K - $5.03K
|
1.96K
$199K
|
|
|
Aug 02, 2021
Q2 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-49Closed |
$5K - $5.36K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Merit Financial Group, LLC
|
SELL
|
- |
-49- 0.58% |
$5K - $5.36K
|
8.37K
$851K
|
|
|
Aug 13, 2021
Q2 2021
|
9258 Wealth Management, LLC
|
SELL
|
- |
-50- 1.85% |
$5.1K - $5.47K
|
2.65K
$269K
|
|
|
Jul 20, 2021
Q2 2021
|
Webster Bank, N. A.
|
SELL
|
- |
-50- 3.62% |
$5.1K - $5.47K
|
1.33K
$135K
|
|
|
Jul 06, 2021
Q2 2021
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-50Closed |
$5.1K - $5.47K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-50- 50.0% |
$5.1K - $5.47K
|
50
$5.08K
|
|
|
Jul 27, 2021
Q2 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-56- 0.69% |
$5.72K - $6.13K
|
8.03K
$816K
|
|
|
Aug 04, 2021
Q2 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-59- 0.27% |
$6.02K - $6.45K
|
22.1K
$2.25M
|
|
|
Jul 21, 2021
Q2 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-60- 0.57% |
$6.12K - $6.56K
|
10.5K
$1.06M
|
|
|
Jul 29, 2021
Q2 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-67- 1.97% |
$6.84K - $7.33K
|
3.34K
$339K
|
|
|
Jul 13, 2021
Q2 2021
|
Prosperity Planning, Inc.
|
SELL
|
- |
-67- 3.08% |
$6.84K - $7.33K
|
2.11K
$214K
|
|
|
Aug 06, 2021
Q2 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-67- 2.93% |
$6.84K - $7.33K
|
2.22K
$226K
|
|
|
Aug 04, 2021
Q2 2021
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-69- 86.25% |
$7.04K - $7.55K
|
11
$1.12K
|
|
|
Aug 16, 2021
Q2 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-71- 95.95% |
$7.25K - $7.77K
|
3
$305
|
|
|
Aug 10, 2021
Q2 2021
|
Mission Wealth Management, LP
|
SELL
|
- |
-80- 0.43% |
$8.17K - $8.75K
|
18.7K
$1.9M
|
|
|
Jul 27, 2021
Q2 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-90- 5.93% |
$9.19K - $9.85K
|
1.43K
$145K
|
|
|
Aug 03, 2021
Q2 2021
|
Patten Group, Inc.
|
SELL
|
- |
-100- 0.36% |
$10.2K - $10.9K
|
27.6K
$2.8M
|
|
|
Aug 06, 2021
Q2 2021
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-100- 4.44% |
$10.2K - $10.9K
|
2.15K
$219K
|
|
|
Aug 05, 2021
Q2 2021
|
Hyman Charles D
|
SELL
|
- |
-100- 0.59% |
$10.2K - $10.9K
|
16.9K
$1.72M
|
|
|
Jul 30, 2021
Q2 2021
|
Baldwin Brothers LLC
|
SELL
|
- |
-100- 14.93% |
$10.2K - $10.9K
|
570
$57.9K
|
|
|
Jul 26, 2021
Q2 2021
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-100- 3.23% |
$10.2K - $10.9K
|
3K
$304K
|
|
|
Aug 13, 2021
Q2 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-102- 1.75% |
$10.4K - $11.2K
|
5.73K
$582K
|
|
|
Aug 16, 2021
Q2 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-107- 2.88% |
$10.9K - $11.7K
|
3.61K
$367K
|
|
|
Jan 02, 2024
Q2 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-115- 20.43% |
$11.7K - $12.6K
|
448
$45.5K
|
|
|
Aug 10, 2021
Q2 2021
|
Bellwether Advisors, LLC
|
SELL
|
- |
-116- 8.41% |
$11.8K - $12.7K
|
1.26K
$128K
|
|
|
Aug 02, 2021
Q2 2021
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-121- 0.23% |
$12.4K - $13.2K
|
53.1K
$5.39M
|
|
|
Aug 13, 2021
Q2 2021
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-123- 0.69% |
$12.6K - $13.5K
|
17.8K
$1.81M
|