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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2020
Q3 2020
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2.24KNew |
$188K - $206K
|
2.24K
$222K
|
|
|
Nov 13, 2020
Q3 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.18K+ 9.36% |
$182K - $200K
|
25.5K
$2.52M
|
|
|
Oct 23, 2020
Q3 2020
|
Macroview Investment Management LLC
|
BUY
|
- |
1.88K+ 11.92% |
$157K - $172K
|
17.6K
$1.74M
|
|
|
Nov 06, 2020
Q3 2020
|
Advisory Alpha, LLC
|
BUY
|
- |
1.8K+ 7.99% |
$150K - $165K
|
24.3K
$2.4M
|
|
|
Nov 16, 2020
Q3 2020
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.79K+ 9.48% |
$150K - $165K
|
20.7K
$2.04M
|
|
|
Oct 23, 2020
Q3 2020
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.76K+ 3.13% |
$147K - $162K
|
58K
$5.73M
|
|
|
Nov 10, 2020
Q3 2020
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.73K+ 69.12% |
$144K - $158K
|
4.22K
$417K
|
|
|
Nov 12, 2020
Q3 2020
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.62K+ 1.73% |
$135K - $148K
|
95.1K
$9.4M
|
|
|
Nov 13, 2020
Q3 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.6KNew |
$133K - $146K
|
1.6K
$158K
|
|
|
Nov 13, 2020
Q3 2020
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
1.42K+ 31.11% |
$119K - $131K
|
6K
$593K
|
|
|
Nov 05, 2020
Q3 2020
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.37K+ 22.35% |
$115K - $126K
|
7.52K
$743K
|
|
|
Oct 27, 2020
Q3 2020
|
Cva Family Office, LLC
|
BUY
|
- |
1.37K+ 63.72% |
$115K - $126K
|
3.52K
$348K
|
|
|
Nov 03, 2020
Q3 2020
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1.29KNew |
$108K - $118K
|
1.29K
$127K
|
|
|
Nov 12, 2020
Q3 2020
|
Stone X Group Inc.
|
BUY
|
- |
1.21K+ 43.28% |
$101K - $111K
|
4.01K
$396K
|
|
|
Nov 06, 2020
Q3 2020
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.15K+ 3.16% |
$96.5K - $106K
|
37.7K
$3.72M
|
|
|
Oct 16, 2020
Q3 2020
|
Guidance Point Advisors, LLC
|
BUY
|
- |
1.15K+ 21.62% |
$96.1K - $106K
|
6.47K
$639K
|
|
|
Nov 05, 2020
Q3 2020
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.1KNew |
$91.6K - $101K
|
1.1K
$108K
|
|
|
Nov 19, 2020
Q3 2020
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
1.08KNew |
$89.9K - $98.8K
|
1.08K
$106K
|
|
|
Oct 22, 2020
Q3 2020
|
Amg National Trust Bank
|
BUY
|
- |
1.05K+ 30.36% |
$87.9K - $96.6K
|
4.52K
$446K
|
|
|
Nov 16, 2020
Q3 2020
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.04K+ 3.99% |
$86.7K - $95.2K
|
27K
$2.67M
|
|
|
Nov 16, 2020
Q3 2020
|
Brown Advisory Inc
|
BUY
|
- |
1K+ 7.43% |
$83.7K - $92K
|
14.5K
$1.43M
|
|
|
Nov 12, 2020
Q3 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
978+ 1.99% |
$81.7K - $89.8K
|
50K
$4.94M
|
|
|
Jul 17, 2024
Q3 2020
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
967+ 799.17% |
$80.8K - $88.8K
|
1.09K
$108K
|
|
|
Nov 16, 2020
Q3 2020
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
939+ 36.3% |
$78.5K - $86.2K
|
3.53K
$349K
|
|
|
Oct 19, 2020
Q3 2020
|
Patten Group, Inc.
|
BUY
|
- |
898+ 3.7% |
$75.1K - $82.4K
|
25.1K
$2.48M
|
|
|
Nov 04, 2020
Q3 2020
|
Wambolt & Associates, LLC
|
BUY
|
- |
886+ 4.69% |
$74.1K - $81.3K
|
19.8K
$1.95M
|
|
|
Oct 13, 2020
Q3 2020
|
Autus Asset Management, LLC
|
BUY
|
- |
838+ 5.52% |
$70K - $76.9K
|
16K
$1.58M
|
|
|
Nov 16, 2020
Q3 2020
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
822+ 150.83% |
$68.7K - $75.5K
|
1.37K
$135K
|
|
|
Nov 19, 2020
Q3 2020
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
768+ 19.41% |
$64.2K - $70.5K
|
4.72K
$467K
|
|
|
Nov 05, 2021
Q3 2020
|
Truist Financial Corp
|
BUY
|
- |
750+ 0.06% |
$62.7K - $68.9K
|
1.33M
$131M
|
|
|
Nov 12, 2020
Q3 2020
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
691+ 22.9% |
$57.8K - $63.4K
|
3.71K
$367K
|
|
|
Oct 15, 2020
Q3 2020
|
Tri Star Advisors Inc.
|
BUY
|
- |
644+ 0.85% |
$53.8K - $59.1K
|
76.7K
$7.58M
|
|
|
Nov 17, 2020
Q3 2020
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
639+ 1.59% |
$53.4K - $58.7K
|
40.7K
$4.03M
|
|
|
Oct 22, 2020
Q3 2020
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
624+ 4.69% |
$52.2K - $57.3K
|
13.9K
$1.38M
|
|
|
Nov 12, 2020
Q3 2020
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
600+ 5.49% |
$50.1K - $55.1K
|
11.5K
$1.14M
|
|
|
Oct 08, 2020
Q3 2020
|
Larson Financial Group LLC
|
BUY
|
- |
598+ 449.62% |
$50K - $54.9K
|
731
$72.3K
|
|
|
Oct 13, 2020
Q3 2020
|
Successful Portfolios LLC
|
BUY
|
- |
593+ 6.15% |
$49.6K - $54.4K
|
10.2K
$1.01M
|
|
|
Nov 05, 2020
Q3 2020
|
Spectrum Management Group, LLC
|
BUY
|
- |
591+ 0.54% |
$49.4K - $54.3K
|
110K
$10.9M
|
|
|
Oct 26, 2020
Q3 2020
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
568+ 15.69% |
$47.5K - $52.1K
|
4.19K
$414K
|
|
|
Nov 02, 2020
Q3 2020
|
Kovack Advisors, Inc.
|
BUY
|
- |
495+ 8.53% |
$41.4K - $45.4K
|
6.3K
$623K
|
|
|
Nov 10, 2020
Q3 2020
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
484New |
$40.5K - $44.4K
|
484
$47.8K
|
|
|
Nov 03, 2020
Q3 2020
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
484+ 2.38% |
$40.5K - $44.4K
|
20.9K
$2.06M
|
|
|
Oct 23, 2020
Q3 2020
|
Wolff Financial Management LLC
|
BUY
|
- |
478+ 3.7% |
$40K - $43.9K
|
13.4K
$1.32M
|
|
|
Nov 09, 2020
Q3 2020
|
Glassman Wealth Services
|
BUY
|
- |
450New |
$37.6K - $41.3K
|
450
$44.5K
|
|
|
Nov 12, 2020
Q3 2020
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
410+ 5.89% |
$34.3K - $37.6K
|
7.38K
$729K
|
|
|
Nov 10, 2020
Q3 2020
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
371+ 12.68% |
$31K - $34.1K
|
3.3K
$326K
|
|
|
Nov 09, 2020
Q3 2020
|
Csenge Advisory Group
|
BUY
|
- |
346+ 10.18% |
$28.9K - $31.8K
|
3.74K
$370K
|
|
|
Nov 13, 2020
Q3 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
320+ 47.55% |
$26.7K - $29.4K
|
993
$98.1K
|
|
|
Oct 27, 2020
Q3 2020
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
305New |
$25.5K - $28K
|
305
$30.1K
|
|
|
Oct 26, 2020
Q3 2020
|
Sheets Smith Wealth Management
|
BUY
|
- |
281+ 0.81% |
$23.5K - $25.8K
|
35K
$3.46M
|