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 27, 2020
Q3 2020
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
305New |
$25.5K - $28K
|
305
$31.9K
|
|
|
Oct 26, 2020
Q3 2020
|
Sheets Smith Wealth Management
|
BUY
|
- |
281+ 0.81% |
$23.5K - $25.8K
|
35K
$3.67M
|
|
|
Nov 12, 2020
Q3 2020
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
273+ 2.45% |
$22.8K - $25.1K
|
11.4K
$1.19M
|
|
|
Oct 19, 2020
Q3 2020
|
One Advisory Partners, LLC
|
BUY
|
- |
258+ 0.2% |
$21.6K - $23.7K
|
128K
$13.4M
|
|
|
Oct 06, 2020
Q3 2020
|
Optimum Investment Advisors
|
BUY
|
- |
247New |
$20.6K - $22.7K
|
247
$25.9K
|
|
|
Oct 16, 2020
Q3 2020
|
Bison Wealth, LLC
|
BUY
|
- |
233+ 466.0% |
$19.5K - $21.4K
|
283
$29.6K
|
|
|
Nov 13, 2020
Q3 2020
|
Aspire Private Capital, LLC
|
BUY
|
- |
217+ 4.69% |
$18.1K - $19.9K
|
4.84K
$507K
|
|
|
Nov 06, 2020
Q3 2020
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
206+ 3.46% |
$17.2K - $18.9K
|
6.16K
$645K
|
|
|
Nov 09, 2020
Q3 2020
|
Lincoln National Corp
|
BUY
|
- |
179+ 1.63% |
$15K - $16.4K
|
11.2K
$1.17M
|
|
|
Nov 02, 2020
Q3 2020
|
Meeder Asset Management Inc
|
BUY
|
- |
175New |
$14.6K - $16.1K
|
175
$18.3K
|
|
|
Oct 23, 2020
Q3 2020
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
170+ 4.64% |
$14.2K - $15.6K
|
3.83K
$401K
|
|
|
May 15, 2024
Q3 2020
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
166+ 4.16% |
$13.9K - $15.2K
|
4.16K
$435K
|
|
|
Nov 02, 2020
Q3 2020
|
D.A. Davidson & Co.
|
BUY
|
- |
157+ 0.48% |
$13.1K - $14.4K
|
32.9K
$3.45M
|
|
|
Nov 12, 2020
Q3 2020
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
155+ 0.3% |
$13K - $14.2K
|
52.6K
$5.5M
|
|
|
Nov 13, 2020
Q3 2020
|
Professional Financial Advisors, LLC
|
BUY
|
- |
154New |
$12.9K - $14.1K
|
154
$16.1K
|
|
|
Nov 13, 2020
Q3 2020
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
151+ 3.35% |
$12.6K - $13.9K
|
4.67K
$488K
|
|
|
Jan 02, 2024
Q3 2020
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
144+ 40.79% |
$12K - $13.2K
|
497
$52K
|
|
|
Nov 12, 2020
Q3 2020
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
137New |
$11.5K - $12.6K
|
137
$14.3K
|
|
|
Nov 12, 2020
Q3 2020
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
126+ 0.38% |
$10.5K - $11.6K
|
33.7K
$3.52M
|
|
|
Nov 10, 2020
Q3 2020
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
116+ 2.66% |
$9.7K - $10.6K
|
4.48K
$468K
|
|
|
Nov 19, 2020
Q3 2020
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
116+ 1.4% |
$9.7K - $10.6K
|
8.38K
$877K
|
|
|
Nov 13, 2020
Q3 2020
|
Massmutual Trust CO Fsb
|
BUY
|
- |
115+ 44.23% |
$9.61K - $10.6K
|
375
$39.3K
|
|
|
Nov 12, 2020
Q3 2020
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
110+ 0.22% |
$9.19K - $10.1K
|
50K
$5.23M
|
|
|
Nov 10, 2020
Q3 2020
|
Hexagon Capital Partners LLC
|
BUY
|
- |
105New |
$8.78K - $9.64K
|
105
$11K
|
|
|
Oct 14, 2020
Q3 2020
|
Cra Financial Services, LLC
|
BUY
|
- |
105+ 4.04% |
$8.78K - $9.64K
|
2.7K
$283K
|
|
|
Nov 06, 2020
Q3 2020
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
101+ 124.69% |
$8.44K - $9.27K
|
182
$19.1K
|
|
|
Oct 06, 2020
Q3 2020
|
Gradient Investments LLC
|
BUY
|
- |
96+ 145.45% |
$8.02K - $8.81K
|
162
$17K
|
|
|
Nov 16, 2020
Q3 2020
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
88+ 0.26% |
$7.36K - $8.08K
|
34.5K
$3.61M
|
|
|
Nov 12, 2020
Q3 2020
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
57+ 1.19% |
$4.76K - $5.23K
|
4.86K
$508K
|
|
|
Dec 01, 2020
Q3 2020
|
Townsquare Capital LLC
|
BUY
|
- |
39+ 1.53% |
$3.26K - $3.58K
|
2.59K
$271K
|
|
|
Oct 06, 2020
Q3 2020
|
Bogart Wealth, LLC
|
BUY
|
- |
34+ 0.1% |
$2.84K - $3.12K
|
34.3K
$3.59M
|
|
|
Nov 12, 2020
Q3 2020
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
28+ 0.43% |
$2.34K - $2.57K
|
6.52K
$683K
|
|
|
Nov 09, 2020
Q3 2020
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
13+ 0.34% |
$1.09K - $1.19K
|
3.86K
$404K
|
|
|
Oct 13, 2020
Q3 2020
|
Rda Financial Network
|
BUY
|
- |
13+ 0.15% |
$1.09K - $1.19K
|
8.43K
$882K
|
|
|
Oct 26, 2020
Q3 2020
|
Merriman Wealth Management, LLC
|
BUY
|
- |
11+ 0.04% |
$919 - $1.01K
|
28.1K
$2.94M
|
|
|
Nov 13, 2020
Q3 2020
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
9+ 0.17% |
$752 - $826
|
5.34K
$559K
|
|
|
Nov 10, 2020
Q3 2020
|
Arkadios Wealth Advisors
|
BUY
|
- |
2+ 0.53% |
$167 - $184
|
382
$40K
|
|
|
Nov 04, 2020
Q3 2020
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1Closed |
$83.6 - $91.8
|
0
$0
|
|
|
Oct 15, 2020
Q3 2020
|
Davenport & CO LLC
|
SELL
|
- |
-4- 0.16% |
$334 - $367
|
2.54K
$266K
|
|
|
Oct 06, 2020
Q3 2020
|
Tsfg, LLC
|
SELL
|
- |
-7- 3.14% |
$585 - $643
|
216
$22.6K
|
|
|
Oct 29, 2020
Q3 2020
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-11- 0.15% |
$919 - $1.01K
|
7.16K
$749K
|
|
|
Oct 28, 2020
Q3 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-12- 0.83% |
$1K - $1.1K
|
1.44K
$151K
|
|
|
Nov 12, 2020
Q3 2020
|
Private Capital Group, LLC
|
SELL
|
- |
-21- 0.13% |
$1.76K - $1.93K
|
15.7K
$1.65M
|
|
|
Nov 16, 2020
Q3 2020
|
Financial Counselors Inc
|
SELL
|
- |
-29- 0.65% |
$2.42K - $2.66K
|
4.4K
$461K
|
|
|
Oct 20, 2020
Q3 2020
|
Wedbush Securities Inc
|
SELL
|
- |
-32- 0.43% |
$2.67K - $2.94K
|
7.33K
$767K
|
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-35- 0.14% |
$2.93K - $3.21K
|
25.5K
$2.67M
|
|
|
Oct 26, 2020
Q3 2020
|
High Mark Wealth Management LLC
|
SELL
|
- |
-38- 7.28% |
$3.18K - $3.49K
|
484
$50.7K
|
|
|
Nov 13, 2020
Q3 2020
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-47- 0.99% |
$3.93K - $4.32K
|
4.69K
$491K
|
|
|
Nov 17, 2020
Q3 2020
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-49- 6.43% |
$4.1K - $4.5K
|
713
$74.6K
|