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 |
---|---|---|---|---|---|---|---|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
39K+ 155.65% |
$4.13M - $4.45M
|
64.1K
$6.27M
|
|
Nov 15, 2021
Q3 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
38.4K+ 70.47% |
$4.06M - $4.37M
|
92.8K
$9.09M
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
37.9KNew |
$4.01M - $4.31M
|
37.9K
$3.71M
|
|
Oct 18, 2021
Q3 2021
|
Tri Star Advisors Inc.
|
BUY
|
- |
37.9K+ 45.67% |
$4M - $4.31M
|
121K
$11.8M
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
37.2K+ 88.43% |
$3.94M - $4.24M
|
79.3K
$7.77M
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
36.3KNew |
$3.84M - $4.14M
|
36.3K
$3.55M
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
35.9K+ 11.47% |
$3.79M - $4.09M
|
349K
$34.1M
|
|
Nov 10, 2021
Q3 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
35.4K+ 52.31% |
$3.75M - $4.03M
|
103K
$10.1M
|
|
Nov 02, 2021
Q3 2021
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
35.2K+ 42.31% |
$3.73M - $4.02M
|
119K
$11.6M
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
35.1K+ 15.31% |
$3.71M - $4M
|
264K
$25.9M
|
|
Oct 06, 2021
Q3 2021
|
Cooper Financial Group
|
BUY
|
- |
35K+ 22.91% |
$3.71M - $3.99M
|
188K
$18.4M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
35K+ 25.92% |
$3.7M - $3.98M
|
170K
$16.6M
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
34.8K+ 19.3% |
$3.68M - $3.96M
|
215K
$21M
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
34.6K+ 39.18% |
$3.66M - $3.94M
|
123K
$12M
|
|
Oct 14, 2021
Q3 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
34.6K+ 9.9% |
$3.66M - $3.94M
|
384K
$37.6M
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
34.1K+ 33.69% |
$3.61M - $3.88M
|
135K
$13.2M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
34K+ 7.35% |
$3.6M - $3.87M
|
497K
$48.6M
|
|
Oct 13, 2021
Q3 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
31.9K+ 22.79% |
$3.38M - $3.64M
|
172K
$16.8M
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
31.3K+ 43.6% |
$3.31M - $3.56M
|
103K
$10.1M
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
31KNew |
$3.28M - $3.53M
|
31K
$3.03M
|
|
Nov 12, 2021
Q3 2021
|
Austin Private Wealth, LLC
|
BUY
|
- |
30K+ 23.02% |
$3.17M - $3.41M
|
160K
$15.7M
|
|
Oct 18, 2021
Q3 2021
|
One Advisory Partners, LLC
|
BUY
|
- |
28.9K+ 30.79% |
$3.06M - $3.29M
|
123K
$12M
|
|
Mar 11, 2024
Q3 2021
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
28.7K+ 24.28% |
$3.04M - $3.27M
|
147K
$14.4M
|
|
Oct 19, 2021
Q3 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
27.6K+ 39.0% |
$2.91M - $3.14M
|
98.2K
$9.61M
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
25.9K+ 310.57% |
$2.74M - $2.95M
|
34.2K
$3.35M
|
|
Nov 12, 2021
Q3 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
25.7K+ 91.37% |
$2.72M - $2.93M
|
53.8K
$5.27M
|
|
Nov 12, 2021
Q3 2021
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
25.6K+ 40.36% |
$2.71M - $2.92M
|
89.2K
$8.73M
|
|
Oct 29, 2021
Q3 2021
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
24.7K+ 17.74% |
$2.61M - $2.81M
|
164K
$16M
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
23.8K+ 248.67% |
$2.52M - $2.71M
|
33.4K
$3.27M
|
|
Nov 09, 2021
Q3 2021
|
Washington Trust CO
|
BUY
|
- |
23.7K+ 8906.77% |
$2.51M - $2.7M
|
24K
$2.35M
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
23.3K+ 27.27% |
$2.46M - $2.65M
|
109K
$10.6M
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
23.2K+ 25.03% |
$2.46M - $2.65M
|
116K
$11.4M
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
BUY
|
- |
23.2K+ 30.69% |
$2.45M - $2.64M
|
98.7K
$9.67M
|
|
Nov 15, 2021
Q3 2021
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
21.1K+ 30.15% |
$2.24M - $2.41M
|
91.2K
$8.93M
|
|
Nov 09, 2021
Q3 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
19.8KNew |
$2.09M - $2.25M
|
19.8K
$1.94M
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
19.6K+ 29.63% |
$2.07M - $2.23M
|
85.6K
$8.37M
|
|
Nov 12, 2021
Q3 2021
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
19.5K+ 56.41% |
$2.06M - $2.22M
|
54K
$5.29M
|
|
Nov 15, 2021
Q3 2021
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
19KNew |
$2.01M - $2.16M
|
19K
$1.86M
|
|
Nov 09, 2021
Q3 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
18.5K+ 53.7% |
$1.96M - $2.11M
|
53.1K
$5.19M
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
18.5K+ 5.95% |
$1.95M - $2.1M
|
329K
$32.2M
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
18.3K+ 77.9% |
$1.94M - $2.09M
|
41.8K
$4.1M
|
|
Nov 12, 2021
Q3 2021
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
17.8K+ 33.85% |
$1.89M - $2.03M
|
70.5K
$6.9M
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
17.1K+ 31.57% |
$1.81M - $1.95M
|
71.2K
$6.97M
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
15.9K+ 64.31% |
$1.68M - $1.81M
|
40.6K
$3.97M
|
|
Nov 24, 2021
Q3 2021
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
15.7K+ 36.06% |
$1.67M - $1.79M
|
59.4K
$5.82M
|
|
Nov 10, 2021
Q3 2021
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
15.2K+ 30.87% |
$1.61M - $1.73M
|
64.5K
$6.32M
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
15.1K+ 12.94% |
$1.6M - $1.73M
|
132K
$12.9M
|
|
Nov 09, 2021
Q3 2021
|
Dubuque Bank & Trust CO
|
BUY
|
- |
15.1K+ 8.03% |
$1.6M - $1.72M
|
203K
$19.9M
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
14.8K+ 43.31% |
$1.57M - $1.69M
|
49K
$4.8M
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
14.7K+ 2.66% |
$1.55M - $1.67M
|
566K
$55.4M
|