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
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-4.81KClosed |
$402K - $442K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-5.14K- 40.75% |
$430K - $472K
|
7.47K
$745K
|
|
|
Oct 13, 2020
Q3 2020
|
V Wealth Advisors LLC
|
SELL
|
- |
-5.37KClosed |
$449K - $493K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2020
|
Retirement Group, LLC
|
SELL
|
- |
-5.91K- 89.93% |
$494K - $543K
|
662
$66K
|
|
|
Oct 09, 2020
Q3 2020
|
True Private Wealth Advisors
|
SELL
|
- |
-6.71K- 24.36% |
$561K - $616K
|
20.8K
$2.08M
|
|
|
Nov 16, 2020
Q3 2020
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-6.72K- 18.15% |
$562K - $617K
|
30.3K
$3.02M
|
|
|
Oct 30, 2020
Q3 2020
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-7.15K- 2.22% |
$597K - $656K
|
315K
$31.4M
|
|
|
Nov 06, 2020
Q3 2020
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-8.74K- 6.2% |
$730K - $802K
|
132K
$13.2M
|
|
|
Nov 06, 2020
Q3 2020
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-9K- 20.4% |
$752K - $826K
|
35.1K
$3.5M
|
|
|
Nov 12, 2020
Q3 2020
|
Acg Wealth
|
SELL
|
- |
-10.3K- 18.07% |
$857K - $941K
|
46.5K
$4.63M
|
|
|
Nov 10, 2020
Q3 2020
|
Covenant Partners, LLC
|
SELL
|
- |
-10.3K- 6.12% |
$860K - $945K
|
158K
$15.7M
|
|
|
Nov 13, 2020
Q3 2020
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-10.6K- 1.62% |
$883K - $970K
|
642K
$64M
|
|
|
Oct 30, 2020
Q3 2020
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-11.1KClosed |
$931K - $1.02M
|
0
$0
|
|
|
Nov 06, 2020
Q3 2020
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-12.2KClosed |
$1.02M - $1.12M
|
0
$0
|
|
|
Nov 04, 2020
Q3 2020
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-12.6K- 1.95% |
$1.05M - $1.15M
|
632K
$63M
|
|
|
Nov 13, 2020
Q3 2020
|
Staley Capital Advisers Inc
|
SELL
|
- |
-13.2K- 6.76% |
$1.1M - $1.21M
|
182K
$18.2M
|
|
|
Nov 13, 2020
Q3 2020
|
Belpointe Asset Management LLC
|
SELL
|
- |
-13.3KClosed |
$1.11M - $1.22M
|
0
$0
|
|
|
Nov 06, 2020
Q3 2020
|
M&T Bank Corp
|
SELL
|
- |
-15.6K- 2.32% |
$1.3M - $1.43M
|
655K
$65.3M
|
|
|
Nov 17, 2020
Q3 2020
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-16.3K- 62.41% |
$1.36M - $1.5M
|
9.82K
$979K
|
|
|
Nov 10, 2020
Q3 2020
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-18K- 31.82% |
$1.51M - $1.65M
|
38.6K
$3.85M
|
|
|
Mar 22, 2023
Q3 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-21.1K- 31.63% |
$1.77M - $1.94M
|
45.7K
$4.55M
|
|
|
Oct 29, 2020
Q3 2020
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-28.8K- 13.28% |
$2.41M - $2.65M
|
188K
$18.8M
|
|
|
Nov 23, 2020
Q3 2020
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-29K- 84.51% |
$2.42M - $2.66M
|
5.32K
$530K
|
|
|
Nov 13, 2020
Q3 2020
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-30KClosed |
$2.51M - $2.75M
|
0
$0
|
|
|
Oct 29, 2020
Q3 2020
|
Nbt Bank N A
|
SELL
|
- |
-33.2K- 13.68% |
$2.78M - $3.05M
|
210K
$20.9M
|
|
|
Oct 16, 2020
Q3 2020
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-34.5KClosed |
$2.88M - $3.17M
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-36.5K- 2.83% |
$3.05M - $3.35M
|
1.25M
$125M
|
|
|
Nov 10, 2020
Q3 2020
|
Us Bancorp \De\
|
SELL
|
- |
-51K- 3.99% |
$4.27M - $4.69M
|
1.23M
$122M
|
|
|
Oct 13, 2020
Q3 2020
|
Brookstone Capital Management
|
SELL
|
- |
-54.4K- 47.83% |
$4.54M - $4.99M
|
59.3K
$5.91M
|
|
|
Nov 16, 2020
Q3 2020
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-68.4KClosed |
$5.72M - $6.28M
|
0
$0
|
|
|
Mar 14, 2023
Q3 2020
|
Private Portfolio Partners LLC
|
SELL
|
- |
-73.2K- 77.98% |
$6.12M - $6.72M
|
20.7K
$2.06M
|
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-95.2K- 96.56% |
$7.96M - $8.74M
|
3.4K
$339K
|
|
|
Sep 15, 2021
Q3 2020
|
Cwm, LLC
|
SELL
|
- |
-96.6K- 7.99% |
$8.07M - $8.86M
|
1.11M
$111M
|
|
|
Jun 17, 2024
Q3 2020
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-105KClosed |
$8.79M - $9.65M
|
0
$0
|
|
|
Nov 04, 2020
Q3 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-155K- 23.95% |
$13M - $14.3M
|
493K
$49.1M
|
|
|
Nov 06, 2020
Q3 2020
|
Ae Wealth Management LLC
|
SELL
|
- |
-173K- 26.66% |
$14.5M - $15.9M
|
476K
$47.4M
|
|
|
Nov 06, 2020
Q3 2020
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-249K- 14.71% |
$20.8M - $22.9M
|
1.44M
$144M
|
|
|
Apr 05, 2024
Q3 2020
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-253K- 64.78% |
$21.2M - $23.2M
|
138K
$13.7M
|
|
|
Oct 29, 2020
Q3 2020
|
Jones Financial Companies Lllp
|
SELL
|
- |
-291K- 3.96% |
$24.3M - $26.7M
|
7.06M
$704M
|