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 16, 2020
Q3 2020
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-978- 1.92% |
$81.7K - $89.8K
|
50.1K
$4.95M
|
|
|
Oct 19, 2020
Q3 2020
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-987- 1.48% |
$82.5K - $90.6K
|
65.8K
$6.51M
|
|
|
Oct 20, 2020
Q3 2020
|
Bartlett & Co. LLC
|
SELL
|
- |
-1K- 93.3% |
$83.8K - $92.1K
|
72
$7.12K
|
|
|
Feb 13, 2024
Q3 2020
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1K- 93.3% |
$83.8K - $92.1K
|
72
$7.12K
|
|
|
Oct 13, 2020
Q3 2020
|
Affiance Financial, LLC
|
SELL
|
- |
-1.03K- 4.98% |
$85.9K - $94.4K
|
19.6K
$1.94M
|
|
|
Nov 04, 2020
Q3 2020
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.1K- 8.07% |
$92K - $101K
|
12.5K
$1.24M
|
|
|
Nov 12, 2020
Q3 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.13K- 1.67% |
$94.1K - $103K
|
66.4K
$6.56M
|
|
|
Nov 17, 2020
Q3 2020
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.18K- 1.8% |
$98.8K - $109K
|
64.4K
$6.37M
|
|
|
Nov 02, 2020
Q3 2020
|
Key F Inancial Inc
|
SELL
|
- |
-1.19K- 5.54% |
$99K - $109K
|
20.2K
$2M
|
|
|
Oct 27, 2020
Q3 2020
|
Montecito Bank & Trust
|
SELL
|
- |
-1.26K- 13.55% |
$105K - $116K
|
8.03K
$794K
|
|
|
Nov 02, 2020
Q3 2020
|
Bar Harbor Trust Services
Ellsworth, ME |
SELL
|
- |
-1.28K- 26.76% |
$107K - $117K
|
3.5K
$346K
|
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.37KClosed |
$115K - $126K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-1.4K- 0.67% |
$117K - $128K
|
206K
$20.4M
|
|
|
Nov 13, 2020
Q3 2020
|
Adviser Investments LLC
|
SELL
|
- |
-1.41K- 0.34% |
$118K - $129K
|
413K
$40.8M
|
|
|
Nov 12, 2020
Q3 2020
|
North Rock Partners, LLC
|
SELL
|
- |
-1.42K- 2.57% |
$119K - $131K
|
53.9K
$5.33M
|
|
|
Nov 13, 2020
Q3 2020
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.43K- 89.19% |
$119K - $131K
|
173
$17.1K
|
|
|
Nov 12, 2020
Q3 2020
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-1.44K- 0.98% |
$120K - $132K
|
146K
$14.4M
|
|
|
Nov 12, 2020
Q3 2020
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.45K- 3.35% |
$121K - $133K
|
41.8K
$4.13M
|
|
|
Nov 09, 2020
Q3 2020
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-1.46K- 2.92% |
$122K - $134K
|
48.5K
$4.8M
|
|
|
Oct 27, 2020
Q3 2020
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.49K- 3.11% |
$125K - $137K
|
46.5K
$4.6M
|
|
|
Nov 16, 2020
Q3 2020
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.62K- 6.02% |
$136K - $149K
|
25.3K
$2.5M
|
|
|
Sep 07, 2021
Q3 2020
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.66K- 9.27% |
$139K - $152K
|
16.2K
$1.6M
|
|
|
Oct 26, 2020
Q3 2020
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.71K- 96.22% |
$143K - $157K
|
67
$6.62K
|
|
|
Nov 12, 2020
Q3 2020
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.71K- 24.34% |
$143K - $157K
|
5.3K
$524K
|
|
|
Nov 02, 2020
Q3 2020
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.71K- 9.53% |
$143K - $157K
|
16.2K
$1.6M
|
|
|
Nov 10, 2020
Q3 2020
|
Burleson & Company, LLC
|
SELL
|
- |
-1.78K- 11.89% |
$149K - $163K
|
13.2K
$1.3M
|
|
|
Nov 13, 2020
Q3 2020
|
Girard Partners Ltd.
|
SELL
|
- |
-1.89K- 3.73% |
$158K - $174K
|
48.9K
$4.83M
|
|
|
Nov 09, 2020
Q3 2020
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-1.97K- 2.05% |
$165K - $181K
|
94.4K
$9.33M
|
|
|
Oct 13, 2020
Q3 2020
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.09K- 8.13% |
$175K - $192K
|
23.7K
$2.34M
|
|
|
Oct 30, 2020
Q3 2020
|
Jacobi Capital Management LLC
|
SELL
|
- |
-2.2K- 99.28% |
$183K - $202K
|
16
$1.58K
|
|
|
Nov 30, 2020
Q3 2020
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-2.28K- 15.77% |
$191K - $210K
|
12.2K
$1.21M
|
|
|
Nov 16, 2020
Q3 2020
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.35K- 97.75% |
$196K - $216K
|
54
$5.34K
|
|
|
Nov 16, 2020
Q3 2020
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-2.41K- 1.02% |
$202K - $221K
|
233K
$23.1M
|
|
|
Oct 26, 2020
Q3 2020
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-2.5K- 21.46% |
$209K - $230K
|
9.15K
$904K
|
|
|
Oct 23, 2020
Q3 2020
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-2.97K- 2.12% |
$248K - $272K
|
137K
$13.6M
|
|
|
Nov 16, 2020
Q3 2020
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.97KClosed |
$248K - $273K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.04K- 3.3% |
$254K - $279K
|
89.1K
$8.81M
|
|
|
Nov 13, 2020
Q3 2020
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-3.05K- 49.23% |
$255K - $280K
|
3.15K
$311K
|
|
|
Oct 19, 2020
Q3 2020
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-3.22K- 14.85% |
$269K - $295K
|
18.4K
$1.82M
|
|
|
Nov 13, 2020
Q3 2020
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-3.24K- 4.67% |
$270K - $297K
|
66K
$6.52M
|
|
|
Nov 05, 2020
Q3 2020
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-3.35KClosed |
$280K - $308K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-3.38K- 6.36% |
$283K - $310K
|
49.8K
$4.92M
|
|
|
Oct 13, 2020
Q3 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-3.48K- 87.07% |
$291K - $320K
|
517
$51.1K
|
|
|
Oct 15, 2020
Q3 2020
|
Stone House Investment Management, LLC
|
SELL
|
- |
-3.62K- 2.64% |
$302K - $332K
|
134K
$13.2M
|
|
|
Nov 09, 2020
Q3 2020
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-3.91K- 45.75% |
$327K - $359K
|
4.64K
$459K
|
|
|
Oct 26, 2020
Q3 2020
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-4.26K- 2.72% |
$356K - $391K
|
152K
$15M
|
|
|
Nov 09, 2020
Q3 2020
|
Fifth Third Bancorp
|
SELL
|
- |
-4.29K- 3.87% |
$358K - $393K
|
106K
$10.5M
|
|
|
Oct 26, 2020
Q3 2020
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-4.34K- 7.58% |
$363K - $399K
|
52.9K
$5.23M
|
|
|
Oct 14, 2020
Q3 2020
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-4.47K- 49.27% |
$373K - $410K
|
4.6K
$455K
|
|
|
Nov 03, 2020
Q3 2020
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-4.48K- 42.11% |
$374K - $411K
|
6.15K
$608K
|