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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2020
Q3 2020
|
Strategy Asset Managers LLC
|
BUY
|
- |
5.26K+ 160.09% |
$440K - $483K
|
8.54K
$894K
|
|
|
Nov 02, 2020
Q3 2020
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
4.96K+ 154.84% |
$415K - $455K
|
8.17K
$855K
|
|
|
Nov 02, 2020
Q3 2020
|
Relaxing Retirement Coach
|
BUY
|
- |
4.77K+ 84.07% |
$399K - $438K
|
10.4K
$1.09M
|
|
|
Nov 12, 2020
Q3 2020
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
4.61K+ 4.11% |
$385K - $423K
|
117K
$12.2M
|
|
|
Aug 16, 2024
Q3 2020
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
4.6K+ 26.75% |
$385K - $422K
|
21.8K
$2.28M
|
|
|
Oct 29, 2020
Q3 2020
|
Smart Money Group LLC
|
BUY
|
- |
4.56K+ 16.78% |
$381K - $419K
|
31.7K
$3.32M
|
|
|
Nov 12, 2020
Q3 2020
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
4.52K+ 2.51% |
$378K - $415K
|
184K
$19.3M
|
|
|
Nov 09, 2020
Q3 2020
|
Means Investment Co., Inc.
|
BUY
|
- |
4.37KNew |
$365K - $401K
|
4.37K
$458K
|
|
|
Nov 06, 2020
Q3 2020
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4.25K+ 7.03% |
$355K - $390K
|
64.7K
$6.77M
|
|
|
Oct 22, 2020
Q3 2020
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4.24KNew |
$354K - $389K
|
4.24K
$444K
|
|
|
Mar 12, 2021
Q3 2020
|
Crestone Asset Management LLC
|
BUY
|
- |
4.15K+ 2.92% |
$347K - $381K
|
146K
$15.3M
|
|
|
Nov 03, 2020
Q3 2020
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.11KNew |
$344K - $378K
|
4.11K
$431K
|
|
|
Nov 03, 2020
Q3 2020
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
3.98KNew |
$332K - $365K
|
3.98K
$416K
|
|
|
Oct 14, 2020
Q3 2020
|
Raymond James Trust N.A.
|
BUY
|
- |
3.8K+ 72.69% |
$317K - $348K
|
9.02K
$944K
|
|
|
Nov 16, 2020
Q3 2020
|
Advisory Services Network, LLC
|
BUY
|
- |
3.75K+ 11.69% |
$314K - $345K
|
35.9K
$3.75M
|
|
|
Nov 13, 2020
Q3 2020
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
3.75KNew |
$313K - $344K
|
3.75K
$392K
|
|
|
Oct 27, 2020
Q3 2020
|
Western Wealth Management, LLC
|
BUY
|
- |
3.66K+ 25.27% |
$306K - $336K
|
18.2K
$1.9M
|
|
|
Oct 21, 2020
Q3 2020
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.61K+ 32.14% |
$301K - $331K
|
14.8K
$1.55M
|
|
|
Nov 04, 2020
Q3 2020
|
Cookson Peirce & CO Inc
|
BUY
|
- |
3.6KNew |
$301K - $331K
|
3.6K
$377K
|
|
|
Nov 13, 2020
Q3 2020
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.47KNew |
$290K - $318K
|
3.47K
$363K
|
|
|
Nov 17, 2020
Q3 2020
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.24K+ 9.76% |
$271K - $298K
|
36.5K
$3.82M
|
|
|
Oct 30, 2020
Q3 2020
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.22K+ 4.27% |
$269K - $296K
|
78.7K
$8.23M
|
|
|
Nov 12, 2020
Q3 2020
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
3.2K+ 12.88% |
$267K - $294K
|
28K
$2.93M
|
|
|
Oct 29, 2020
Q3 2020
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3K+ 50.88% |
$251K - $275K
|
8.89K
$931K
|
|
|
Nov 13, 2020
Q3 2020
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.97K+ 4.15% |
$248K - $272K
|
74.5K
$7.8M
|
|
|
Nov 12, 2020
Q3 2020
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.95KNew |
$247K - $271K
|
2.95K
$309K
|
|
|
Nov 13, 2020
Q3 2020
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.95KNew |
$246K - $270K
|
2.95K
$308K
|
|
|
Nov 12, 2020
Q3 2020
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.9K+ 32.03% |
$242K - $266K
|
11.9K
$1.25M
|
|
|
Nov 12, 2020
Q3 2020
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
2.88K+ 22.52% |
$241K - $265K
|
15.7K
$1.64M
|
|
|
Oct 08, 2020
Q3 2020
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.88KNew |
$240K - $264K
|
2.88K
$301K
|
|
|
Oct 14, 2020
Q3 2020
|
Omega Financial Group, LLC
|
BUY
|
- |
2.87K+ 9.17% |
$240K - $263K
|
34.1K
$3.57M
|
|
|
Nov 13, 2020
Q3 2020
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.79KNew |
$233K - $256K
|
2.79K
$292K
|
|
|
Nov 02, 2020
Q3 2020
|
Ifg Advisory, LLC
|
BUY
|
- |
2.79K+ 48.94% |
$233K - $256K
|
8.48K
$887K
|
|
|
Nov 13, 2020
Q3 2020
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.75KNew |
$230K - $253K
|
2.75K
$288K
|
|
|
Nov 09, 2020
Q3 2020
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.71K+ 12.26% |
$226K - $249K
|
24.8K
$2.6M
|
|
|
Nov 04, 2020
Q3 2020
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.63KNew |
$219K - $241K
|
2.63K
$275K
|
|
|
Nov 10, 2020
Q3 2020
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
2.59K+ 5.45% |
$216K - $238K
|
50.1K
$5.24M
|
|
|
Nov 16, 2020
Q3 2020
|
Trilogy Capital Inc.
|
BUY
|
- |
2.58KNew |
$215K - $237K
|
2.58K
$270K
|
|
|
Oct 15, 2020
Q3 2020
|
Regions Financial Corp
|
BUY
|
- |
2.58KNew |
$215K - $237K
|
2.58K
$270K
|
|
|
Oct 21, 2020
Q3 2020
|
Veracity Capital LLC
|
BUY
|
- |
2.54K+ 47.32% |
$212K - $233K
|
7.9K
$827K
|
|
|
Nov 16, 2020
Q3 2020
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
2.5K+ 3.17% |
$209K - $230K
|
81.5K
$8.54M
|
|
|
Nov 12, 2020
Q3 2020
|
Wrapmanager Inc
|
BUY
|
- |
2.43KNew |
$203K - $223K
|
2.43K
$254K
|
|
|
Oct 23, 2020
Q3 2020
|
James Investment Research Inc
|
BUY
|
- |
2.41K+ 18.5% |
$201K - $221K
|
15.4K
$1.62M
|
|
|
Nov 04, 2020
Q3 2020
|
Prospera Financial Services Inc
|
BUY
|
- |
2.38KNew |
$199K - $218K
|
2.38K
$249K
|
|
|
Nov 10, 2020
Q3 2020
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.37KNew |
$198K - $217K
|
2.37K
$248K
|
|
|
Oct 29, 2020
Q3 2020
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.33KNew |
$195K - $214K
|
2.33K
$244K
|
|
|
Nov 13, 2020
Q3 2020
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
2.32KNew |
$194K - $213K
|
2.32K
$243K
|
|
|
Nov 13, 2020
Q3 2020
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.32K+ 22.52% |
$193K - $213K
|
12.6K
$1.32M
|
|
|
Oct 21, 2020
Q3 2020
|
Ledyard National Bank
|
BUY
|
- |
2.3KNew |
$192K - $211K
|
2.3K
$241K
|
|
|
Oct 13, 2020
Q3 2020
|
Domani Wealth, LLC
|
BUY
|
- |
2.29KNew |
$192K - $211K
|
2.29K
$240K
|