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 13, 2020
Q3 2020
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-49- 0.16% |
$4.1K - $4.5K
|
31.3K
$3.28M
|
|
|
Oct 21, 2020
Q3 2020
|
Evensky & Katz LLC
|
SELL
|
- |
-61- 0.68% |
$5.1K - $5.6K
|
8.87K
$929K
|
|
|
Nov 13, 2020
Q3 2020
|
Wesbanco Bank Inc
|
SELL
|
- |
-63- 2.03% |
$5.27K - $5.78K
|
3.05K
$319K
|
|
|
Nov 05, 2020
Q3 2020
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-67- 0.21% |
$5.6K - $6.15K
|
32.6K
$3.41M
|
|
|
Nov 12, 2020
Q3 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-68- 6.63% |
$5.68K - $6.24K
|
958
$100K
|
|
|
Nov 03, 2020
Q3 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-71- 0.64% |
$5.93K - $6.52K
|
11K
$1.16M
|
|
|
Nov 10, 2020
Q3 2020
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-80- 0.2% |
$6.69K - $7.34K
|
40.5K
$4.24M
|
|
|
Nov 13, 2020
Q3 2020
|
F3 Logic, LLC
|
SELL
|
- |
-80- 1.66% |
$6.69K - $7.34K
|
4.74K
$496K
|
|
|
Oct 20, 2020
Q3 2020
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-87- 0.07% |
$7.27K - $7.99K
|
124K
$13M
|
|
|
Oct 15, 2020
Q3 2020
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-95- 2.95% |
$7.94K - $8.72K
|
3.13K
$327K
|
|
|
Nov 12, 2020
Q3 2020
|
Brighton Jones LLC
|
SELL
|
- |
-102- 0.16% |
$8.53K - $9.36K
|
62.4K
$6.53M
|
|
|
Feb 11, 2021
Q3 2020
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-104- 39.39% |
$8.69K - $9.55K
|
160
$16.7K
|
|
|
Oct 09, 2020
Q3 2020
|
Global Retirement Partners, LLC
|
SELL
|
- |
-133- 9.22% |
$11.1K - $12.2K
|
1.31K
$137K
|
|
|
Nov 03, 2020
Q3 2020
|
Ironwood Financial, LLC
|
SELL
|
- |
-140Closed |
$11.7K - $12.9K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-140- 26.52% |
$11.7K - $12.9K
|
388
$40.6K
|
|
|
Nov 12, 2020
Q3 2020
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-155- 4.3% |
$13K - $14.2K
|
3.45K
$361K
|
|
|
Nov 12, 2020
Q3 2020
|
Gables Capital Management Inc.
|
SELL
|
- |
-165- 2.69% |
$13.8K - $15.1K
|
5.97K
$625K
|
|
|
Oct 23, 2020
Q3 2020
|
Hudock, Inc.
|
SELL
|
- |
-172- 30.88% |
$14.4K - $15.8K
|
385
$40.3K
|
|
|
Oct 20, 2020
Q3 2020
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-177- 40.05% |
$14.8K - $16.3K
|
265
$27.7K
|
|
|
Oct 19, 2020
Q3 2020
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-187- 6.2% |
$15.6K - $17.2K
|
2.83K
$296K
|
|
|
Nov 16, 2020
Q3 2020
|
Covington Capital Management
|
SELL
|
- |
-198Closed |
$16.5K - $18.2K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-201- 7.47% |
$16.8K - $18.5K
|
2.49K
$260K
|
|
|
Oct 15, 2020
Q3 2020
|
Vigilare Wealth Management
|
SELL
|
- |
-204- 1.62% |
$17.1K - $18.7K
|
12.4K
$1.3M
|
|
|
Oct 16, 2020
Q3 2020
|
Baldwin Brothers LLC
|
SELL
|
- |
-210- 23.86% |
$17.6K - $19.3K
|
670
$70.1K
|
|
|
Oct 30, 2020
Q3 2020
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-215- 1.03% |
$18K - $19.7K
|
20.6K
$2.16M
|
|
|
Oct 09, 2020
Q3 2020
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-230- 2.24% |
$19.2K - $21.1K
|
10K
$1.05M
|
|
|
Oct 13, 2020
Q3 2020
|
Evanson Asset Management, LLC
|
SELL
|
- |
-252- 7.76% |
$21.1K - $23.1K
|
3K
$314K
|
|
|
Nov 13, 2020
Q3 2020
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-280- 15.37% |
$23.4K - $25.7K
|
1.54K
$161K
|
|
|
Dec 18, 2020
Q3 2020
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-285- 0.67% |
$23.8K - $26.2K
|
42.4K
$4.44M
|
|
|
Oct 21, 2020
Q3 2020
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-292Closed |
$24.4K - $26.8K
|
0
$0
|
|
|
Oct 30, 2020
Q3 2020
|
Hc Financial Advisors Inc
|
SELL
|
- |
-300- 1.42% |
$25.1K - $27.5K
|
20.9K
$2.18M
|
|
|
Nov 18, 2020
Q3 2020
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-361Closed |
$30.2K - $33.1K
|
0
$0
|
|
|
Oct 30, 2020
Q3 2020
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-367- 7.37% |
$30.7K - $33.7K
|
4.61K
$483K
|
|
|
Nov 16, 2020
Q3 2020
|
Wealthsource Partners, LLC
|
SELL
|
- |
-373- 0.09% |
$31.2K - $34.2K
|
401K
$42M
|
|
|
Oct 19, 2020
Q3 2020
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-391- 3.34% |
$32.7K - $35.9K
|
11.3K
$1.19M
|
|
|
Nov 12, 2020
Q3 2020
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-407- 95.09% |
$34K - $37.4K
|
21
$2.2K
|
|
|
Nov 03, 2020
Q3 2020
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-426- 0.89% |
$35.6K - $39.1K
|
47.6K
$4.99M
|
|
|
Oct 13, 2020
Q3 2020
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-446- 1.6% |
$37.3K - $40.9K
|
27.5K
$2.88M
|
|
|
Nov 04, 2020
Q3 2020
|
Uma Financial Services, Inc.
|
SELL
|
- |
-451- 0.74% |
$37.7K - $41.4K
|
60.8K
$6.36M
|
|
|
Jan 08, 2024
Q3 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-498- 1.37% |
$41.6K - $45.7K
|
35.9K
$3.76M
|
|
|
Oct 28, 2020
Q3 2020
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-499- 18.18% |
$41.7K - $45.8K
|
2.25K
$235K
|
|
|
Oct 13, 2020
Q3 2020
|
Cx Institutional
|
SELL
|
- |
-513- 3.31% |
$42.9K - $47.1K
|
15K
$1.57M
|
|
|
Nov 13, 2020
Q3 2020
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-570- 7.27% |
$47.6K - $52.3K
|
7.27K
$761K
|
|
|
Nov 16, 2020
Q3 2020
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-625- 11.57% |
$52.2K - $57.4K
|
4.78K
$500K
|
|
|
Oct 13, 2020
Q3 2020
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-731- 20.13% |
$61.1K - $67.1K
|
2.9K
$304K
|
|
|
Nov 13, 2020
Q3 2020
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-744- 22.81% |
$62.2K - $68.3K
|
2.52K
$264K
|
|
|
Nov 10, 2020
Q3 2020
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-755- 6.81% |
$63.1K - $69.3K
|
10.3K
$1.08M
|
|
|
Nov 03, 2020
Q3 2020
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-762- 3.79% |
$63.7K - $70K
|
19.3K
$2.02M
|
|
|
Jan 11, 2021
Q3 2020
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-762- 14.5% |
$63.7K - $70K
|
4.49K
$470K
|
|
|
Oct 30, 2020
Q3 2020
|
Comerica Bank
|
SELL
|
- |
-777- 8.46% |
$64.9K - $71.3K
|
8.4K
$880K
|