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 13, 2021
Q2 2021
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-123- 0.69% |
$12.6K - $13.5K
|
17.8K
$1.77M
|
|
|
Aug 12, 2021
Q2 2021
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-128Closed |
$13.1K - $14K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Palisade Asset Management, LLC
|
SELL
|
- |
-162- 1.18% |
$16.5K - $17.7K
|
13.6K
$1.35M
|
|
|
Aug 11, 2021
Q2 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-167- 3.33% |
$17K - $18.3K
|
4.86K
$482K
|
|
|
Jul 26, 2021
Q2 2021
|
Beacon Financial Group
|
SELL
|
- |
-185- 5.03% |
$18.9K - $20.2K
|
3.49K
$347K
|
|
|
Jul 16, 2021
Q2 2021
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-191- 0.72% |
$19.5K - $20.9K
|
26.3K
$2.61M
|
|
|
Aug 02, 2021
Q2 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-195- 12.86% |
$19.9K - $21.3K
|
1.32K
$131K
|
|
|
Aug 12, 2021
Q2 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-195- 0.58% |
$19.9K - $21.3K
|
33.6K
$3.34M
|
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-204Closed |
$20.8K - $22.3K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-204- 4.41% |
$20.8K - $22.3K
|
4.42K
$439K
|
|
|
Oct 18, 2024
Q2 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-208- 0.81% |
$21.2K - $22.8K
|
25.6K
$2.54M
|
|
|
Jul 23, 2021
Q2 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-209- 0.1% |
$21.3K - $22.9K
|
204K
$20.2M
|
|
|
Aug 05, 2021
Q2 2021
|
Washington Trust CO
|
SELL
|
- |
-231- 46.48% |
$23.6K - $25.3K
|
266
$26.4K
|
|
|
Aug 09, 2021
Q2 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-232- 2.99% |
$23.7K - $25.4K
|
7.53K
$747K
|
|
|
Aug 11, 2021
Q2 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-240- 1.65% |
$24.5K - $26.3K
|
14.3K
$1.42M
|
|
|
Feb 13, 2024
Q2 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-250- 29.83% |
$25.5K - $27.3K
|
588
$58.3K
|
|
|
Jul 19, 2021
Q2 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-250- 29.83% |
$25.5K - $27.3K
|
588
$58.3K
|
|
|
Aug 12, 2021
Q2 2021
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-261- 0.78% |
$26.6K - $28.6K
|
33K
$3.28M
|
|
|
Aug 12, 2021
Q2 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-265- 1.78% |
$27K - $29K
|
14.7K
$1.45M
|
|
|
Aug 10, 2021
Q2 2021
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-277- 5.89% |
$28.3K - $30.3K
|
4.43K
$439K
|
|
|
Aug 02, 2021
Q2 2021
|
Private Ocean, LLC
|
SELL
|
- |
-286- 48.39% |
$29.2K - $31.3K
|
305
$30.3K
|
|
|
Aug 04, 2021
Q2 2021
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-295- 1.16% |
$30.1K - $32.3K
|
25.1K
$2.49M
|
|
|
Aug 26, 2021
Q2 2021
|
Comerica Bank
|
SELL
|
- |
-297- 3.15% |
$30.3K - $32.5K
|
9.14K
$907K
|
|
|
Aug 13, 2021
Q2 2021
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-298Closed |
$30.4K - $32.6K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
F3 Logic, LLC
|
SELL
|
- |
-304- 7.81% |
$31K - $33.3K
|
3.59K
$356K
|
|
|
Aug 12, 2021
Q2 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-348- 0.27% |
$35.5K - $38.1K
|
130K
$12.9M
|
|
|
Aug 13, 2021
Q2 2021
|
Wambolt & Associates, LLC
|
SELL
|
- |
-363- 1.51% |
$37.1K - $39.7K
|
23.7K
$2.35M
|
|
|
Aug 12, 2021
Q2 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-383- 0.9% |
$39.1K - $41.9K
|
42.1K
$4.18M
|
|
|
Dec 13, 2023
Q2 2021
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-387- 10.94% |
$39.5K - $42.3K
|
3.15K
$313K
|
|
|
Aug 10, 2021
Q2 2021
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-408Closed |
$41.6K - $44.6K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-416Closed |
$42.5K - $45.5K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-429- 1.8% |
$43.8K - $46.9K
|
23.4K
$2.32M
|
|
|
Jul 21, 2021
Q2 2021
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-439- 3.3% |
$44.8K - $48K
|
12.9K
$1.28M
|
|
|
Aug 16, 2021
Q2 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-439- 1.27% |
$44.8K - $48K
|
34.1K
$3.38M
|
|
|
Aug 16, 2021
Q2 2021
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-443- 7.38% |
$45.2K - $48.5K
|
5.56K
$551K
|
|
|
Jul 14, 2021
Q2 2021
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-480- 4.79% |
$49K - $52.5K
|
9.55K
$947K
|
|
|
Jul 08, 2021
Q2 2021
|
Montecito Bank & Trust
|
SELL
|
- |
-537- 16.61% |
$54.8K - $58.7K
|
2.7K
$267K
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-581- 7.04% |
$59.3K - $63.6K
|
7.68K
$762K
|
|
|
Aug 10, 2023
Q2 2021
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-615- 47.31% |
$62.8K - $67.3K
|
685
$68K
|
|
|
Aug 16, 2021
Q2 2021
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-640- 13.4% |
$65.3K - $70K
|
4.14K
$410K
|
|
|
Aug 05, 2021
Q2 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-653- 8.1% |
$66.7K - $71.4K
|
7.41K
$735K
|
|
|
Jul 27, 2021
Q2 2021
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-675- 75.0% |
$68.9K - $73.8K
|
225
$22.3K
|
|
|
Jul 27, 2021
Q2 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-712- 17.79% |
$72.7K - $77.9K
|
3.29K
$326K
|
|
|
Jul 29, 2021
Q2 2021
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-718- 11.89% |
$73.3K - $78.5K
|
5.32K
$528K
|
|
|
Aug 04, 2021
Q2 2021
|
Rollins Financial
|
SELL
|
- |
-719- 7.55% |
$73.4K - $78.7K
|
8.8K
$873K
|
|
|
Aug 05, 2021
Q2 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-720- 14.08% |
$73.5K - $78.8K
|
4.4K
$436K
|
|
|
Aug 10, 2021
Q2 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-779- 11.9% |
$79.5K - $85.2K
|
5.77K
$572K
|
|
|
Aug 10, 2021
Q2 2021
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-800- 14.36% |
$81.7K - $87.5K
|
4.77K
$473K
|
|
|
Jul 29, 2021
Q2 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-842- 1.35% |
$85.9K - $92.1K
|
61.4K
$6.09M
|
|
|
Aug 04, 2021
Q2 2021
|
Citizens Financial Group Inc
|
SELL
|
- |
-851- 17.61% |
$86.9K - $93.1K
|
3.98K
$395K
|