Purchases and Sales Made in Q3 2020 in Msci Eafe Growth ETF (EFG)
This table provides information about the institutional ownership of Msci Eafe Growth ETF (EFG) during Q3 2020. 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 24, 2024
Q3 2020
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
15.6K+ 40.49% |
$1.3M - $1.43M
|
54.1K
$5.39M
|
|
|
Nov 16, 2020
Q3 2020
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
15.3KNew |
$1.28M - $1.41M
|
15.3K
$1.53M
|
|
|
Nov 12, 2020
Q3 2020
|
Centaurus Financial, Inc.
|
BUY
|
- |
15.2KNew |
$1.27M - $1.4M
|
15.2K
$1.52M
|
|
|
Nov 13, 2020
Q3 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
14.9K+ 16.84% |
$1.24M - $1.36M
|
103K
$10.3M
|
|
|
Feb 03, 2021
Q3 2020
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
14.8KNew |
$1.24M - $1.36M
|
14.8K
$1.48M
|
|
|
Oct 13, 2020
Q3 2020
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
13.1K+ 32.81% |
$1.1M - $1.21M
|
53.2K
$5.3M
|
|
|
Nov 13, 2020
Q3 2020
|
Belpointe Asset Management LLC
|
BUY
|
- |
13KNew |
$1.09M - $1.19M
|
13K
$1.3M
|
|
|
Nov 12, 2020
Q3 2020
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
12.6K+ 9.92% |
$1.06M - $1.16M
|
140K
$14M
|
|
|
Oct 20, 2020
Q3 2020
|
Tap Consulting, LLC
|
BUY
|
- |
12.3K+ 80.77% |
$1.03M - $1.13M
|
27.5K
$2.74M
|
|
|
Apr 18, 2022
Q3 2020
|
Stegner Investment Associates Inc.
|
BUY
|
- |
11.8KNew |
$985K - $1.08M
|
11.8K
$1.18M
|
|
|
Oct 29, 2020
Q3 2020
|
Ifp Advisors, Inc
|
BUY
|
- |
11.7K+ 71.61% |
$982K - $1.08M
|
28.2K
$2.81M
|
|
|
Nov 13, 2020
Q3 2020
|
Truist Financial Corp
|
BUY
|
- |
11.3K+ 0.86% |
$943K - $1.04M
|
1.33M
$132M
|
|
|
Nov 03, 2020
Q3 2020
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
11.2K+ 17.2% |
$933K - $1.02M
|
76K
$7.58M
|
|
|
Nov 05, 2020
Q3 2020
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
11.1K+ 18.52% |
$925K - $1.02M
|
70.8K
$7.06M
|
|
|
Nov 10, 2020
Q3 2020
|
Austin Private Wealth, LLC
|
BUY
|
- |
10.9K+ 13.52% |
$912K - $1M
|
91.6K
$9.14M
|
|
|
Jun 23, 2021
Q3 2020
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
10.2K+ 13.85% |
$854K - $938K
|
84K
$8.37M
|
|
|
Oct 16, 2020
Q3 2020
|
Mission Wealth Management, LP
|
BUY
|
- |
10.1K+ 227.9% |
$844K - $928K
|
14.5K
$1.45M
|
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.53K+ 26.38% |
$796K - $875K
|
45.7K
$4.55M
|
|
|
Oct 21, 2020
Q3 2020
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
9.48K+ 67.01% |
$792K - $870K
|
23.6K
$2.35M
|
|
|
Nov 03, 2020
Q3 2020
|
Mufg Americas Holdings Corp
|
BUY
|
- |
8.93K+ 5.64% |
$747K - $820K
|
167K
$16.7M
|
|
|
Dec 01, 2022
Q3 2020
|
Mufg Americas Holdings Corp
|
BUY
|
- |
8.93K+ 5.64% |
$747K - $820K
|
167K
$16.7M
|
|
|
Nov 13, 2020
Q3 2020
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.91K+ 17.0% |
$745K - $818K
|
61.4K
$6.12M
|
|
|
Oct 29, 2020
Q3 2020
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
8.75KNew |
$732K - $804K
|
8.75K
$872K
|
|
|
Nov 12, 2020
Q3 2020
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
8.04K+ 18.61% |
$672K - $738K
|
51.2K
$5.11M
|
|
|
Nov 13, 2020
Q3 2020
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
7.97K+ 42.21% |
$666K - $732K
|
26.9K
$2.68M
|
|
|
Oct 29, 2020
Q3 2020
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
7.87KNew |
$658K - $723K
|
7.87K
$785K
|
|
|
Nov 06, 2020
Q3 2020
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
7.78K+ 2.67% |
$650K - $714K
|
299K
$29.8M
|
|
|
Nov 13, 2020
Q3 2020
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.76K+ 132.08% |
$648K - $712K
|
13.6K
$1.36M
|
|
|
Nov 13, 2020
Q3 2020
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.64K+ 3.62% |
$639K - $702K
|
218K
$21.8M
|
|
|
Oct 30, 2020
Q3 2020
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
7.59K+ 15.66% |
$635K - $697K
|
56.1K
$5.59M
|
|
|
Oct 22, 2020
Q3 2020
|
Icon Wealth Partners, LLC
|
BUY
|
- |
6.96K+ 3.9% |
$582K - $639K
|
185K
$18.5M
|
|
|
Nov 04, 2020
Q3 2020
|
Comerica Securities,Inc.
|
BUY
|
- |
6.63K+ 8.39% |
$554K - $609K
|
85.7K
$8.54M
|
|
|
Sep 08, 2021
Q3 2020
|
Retirement Group, LLC
|
BUY
|
- |
6.58KNew |
$550K - $604K
|
6.58K
$655K
|
|
|
Oct 23, 2020
Q3 2020
|
Flc Capital Advisors
|
BUY
|
- |
6.56K+ 9.55% |
$548K - $602K
|
75.2K
$7.49M
|
|
|
Oct 02, 2024
Q3 2020
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
6.44K+ 33.19% |
$538K - $591K
|
25.8K
$2.58M
|
|
|
Oct 15, 2020
Q3 2020
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
6.39KNew |
$534K - $587K
|
6.39K
$637K
|
|
|
Oct 13, 2020
Q3 2020
|
Pfg Advisors
|
BUY
|
- |
6.15KNew |
$514K - $565K
|
6.15K
$613K
|
|
|
Oct 22, 2020
Q3 2020
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
5.98K+ 162.74% |
$500K - $549K
|
9.65K
$962K
|
|
|
Oct 27, 2020
Q3 2020
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
5.95K+ 15.02% |
$497K - $546K
|
45.6K
$4.54M
|
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.85K+ 25.12% |
$489K - $537K
|
29.1K
$2.9M
|
|
|
Oct 27, 2020
Q3 2020
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.85KNew |
$489K - $537K
|
5.85K
$583K
|
|
|
Oct 09, 2020
Q3 2020
|
Cooper Financial Group
|
BUY
|
- |
5.69K+ 5.03% |
$476K - $522K
|
119K
$11.8M
|
|
|
Dec 10, 2020
Q3 2020
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.62K+ 25.18% |
$470K - $516K
|
27.9K
$2.79M
|
|
|
Nov 09, 2020
Q3 2020
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.51K+ 7.45% |
$460K - $506K
|
79.4K
$7.92M
|
|
|
Nov 12, 2020
Q3 2020
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.41KNew |
$452K - $497K
|
5.41K
$539K
|
|
|
Nov 13, 2020
Q3 2020
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.33K+ 63.52% |
$446K - $490K
|
13.7K
$1.37M
|
|
|
Nov 05, 2020
Q3 2020
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.32K+ 0.25% |
$444K - $488K
|
2.17M
$217M
|
|
|
Nov 03, 2020
Q3 2020
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.29K+ 16.44% |
$442K - $485K
|
37.4K
$3.73M
|
|
|
Nov 03, 2020
Q3 2020
|
Strategy Asset Managers LLC
|
BUY
|
- |
5.26K+ 160.09% |
$440K - $483K
|
8.54K
$852K
|
|
|
Nov 02, 2020
Q3 2020
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
4.96K+ 154.84% |
$415K - $455K
|
8.17K
$814K
|