Purchases and Sales Made in Q3 2021 in Msci Eafe Growth ETF (EFG)
This table provides information about the institutional ownership of Msci Eafe Growth ETF (EFG) during Q3 2021. 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 26, 2021
Q3 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-2.35K- 1.16% |
$249K - $268K
|
201K
$19.7M
|
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-2.39K- 7.59% |
$253K - $272K
|
29.1K
$2.84M
|
|
|
Nov 12, 2021
Q3 2021
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.45K- 5.96% |
$259K - $279K
|
38.6K
$3.77M
|
|
|
Nov 10, 2021
Q3 2021
|
Ntv Asset Management LLC
|
SELL
|
- |
-2.5KClosed |
$264K - $285K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.51K- 41.45% |
$265K - $285K
|
3.54K
$346K
|
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.66KClosed |
$281K - $303K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-2.67K- 18.7% |
$283K - $304K
|
11.6K
$1.14M
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-2.72KClosed |
$287K - $309K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-2.73K- 2.94% |
$289K - $311K
|
90.1K
$8.82M
|
|
|
Nov 12, 2021
Q3 2021
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-2.87K- 27.05% |
$304K - $327K
|
7.75K
$759K
|
|
|
Nov 15, 2021
Q3 2021
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-2.91K- 1.24% |
$308K - $332K
|
233K
$22.8M
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-3.11K- 4.66% |
$329K - $355K
|
63.7K
$6.23M
|
|
|
Nov 15, 2021
Q3 2021
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-3.46KClosed |
$366K - $395K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.02KClosed |
$425K - $458K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Crestone Asset Management LLC
|
SELL
|
- |
-4.18K- 3.43% |
$442K - $476K
|
117K
$11.5M
|
|
|
Oct 25, 2021
Q3 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-4.21K- 49.62% |
$445K - $479K
|
4.27K
$418K
|
|
|
Nov 12, 2021
Q3 2021
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-4.98K- 22.62% |
$527K - $567K
|
17K
$1.67M
|
|
|
Nov 12, 2021
Q3 2021
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-5.14K- 50.45% |
$544K - $586K
|
5.05K
$494K
|
|
|
Nov 12, 2021
Q3 2021
|
Covenant Partners, LLC
|
SELL
|
- |
-6.35K- 3.89% |
$672K - $724K
|
157K
$15.3M
|
|
|
Nov 03, 2021
Q3 2021
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-6.39K- 19.43% |
$676K - $728K
|
26.5K
$2.59M
|
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-7.83K- 0.6% |
$828K - $892K
|
1.3M
$127M
|
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-8.21K- 43.68% |
$868K - $935K
|
10.6K
$1.04M
|
|
|
Oct 14, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-8.33KClosed |
$881K - $949K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-8.61K- 2.43% |
$911K - $981K
|
346K
$33.9M
|
|
|
Nov 16, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-9.21K- 69.72% |
$974K - $1.05M
|
4K
$392K
|
|
|
Oct 28, 2021
Q3 2021
|
Macroview Investment Management LLC
|
SELL
|
- |
-9.56K- 39.05% |
$1.01M - $1.09M
|
14.9K
$1.46M
|
|
|
Oct 18, 2021
Q3 2021
|
Nbt Bank N A
|
SELL
|
- |
-9.69K- 4.65% |
$1.03M - $1.1M
|
199K
$19.5M
|
|
|
Oct 07, 2021
Q3 2021
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-10.2K- 73.39% |
$1.08M - $1.17M
|
3.71K
$363K
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
SELL
|
- |
-10.5K- 0.89% |
$1.11M - $1.19M
|
1.17M
$114M
|
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-11.7K- 42.12% |
$1.24M - $1.34M
|
16.1K
$1.58M
|
|
|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-12.8K- 87.38% |
$1.36M - $1.46M
|
1.85K
$181K
|
|
|
Nov 12, 2021
Q3 2021
|
Wolff Financial Management LLC
|
SELL
|
- |
-15KClosed |
$1.58M - $1.7M
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-16.3KClosed |
$1.72M - $1.85M
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-16.5K- 69.54% |
$1.75M - $1.88M
|
7.23K
$708K
|
|
|
Oct 12, 2021
Q3 2021
|
Mcia Inc
|
SELL
|
- |
-18K- 34.06% |
$1.9M - $2.05M
|
34.8K
$3.41M
|
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-18.6KClosed |
$1.97M - $2.12M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-19.7K- 77.25% |
$2.08M - $2.24M
|
5.8K
$568K
|
|
|
Nov 09, 2021
Q3 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-22.1KClosed |
$2.34M - $2.52M
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Prw Wealth Management LLC
|
SELL
|
- |
-22.6K- 82.03% |
$2.39M - $2.58M
|
4.96K
$485K
|
|
|
Nov 10, 2021
Q3 2021
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-25K- 3.2% |
$2.64M - $2.85M
|
755K
$73.9M
|
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-25K- 35.43% |
$2.65M - $2.85M
|
45.6K
$4.46M
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-27.2K- 50.68% |
$2.88M - $3.1M
|
26.5K
$2.59M
|
|
|
Oct 25, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-27.5KClosed |
$2.91M - $3.13M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-28.8K- 44.87% |
$3.04M - $3.28M
|
35.3K
$3.46M
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-31.8K- 33.04% |
$3.36M - $3.62M
|
64.4K
$6.31M
|
|
|
Oct 18, 2021
Q3 2021
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-32.4KClosed |
$3.43M - $3.69M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Jones Financial Companies Lllp
|
SELL
|
- |
-36.3K- 0.55% |
$3.84M - $4.14M
|
6.52M
$639M
|
|
|
Nov 01, 2021
Q3 2021
|
Girard Partners Ltd.
|
SELL
|
- |
-41.6K- 89.58% |
$4.4M - $4.73M
|
4.84K
$473K
|
|
|
Nov 15, 2021
Q3 2021
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-45.8KClosed |
$4.84M - $5.22M
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-48.8K- 67.59% |
$5.16M - $5.56M
|
23.4K
$2.29M
|