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
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
14K+ 39.63% |
$1.48M - $1.59M
|
49.2K
$4.81M
|
|
|
Oct 13, 2021
Q3 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
13.7K+ 22.32% |
$1.45M - $1.56M
|
75K
$7.34M
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
13.1KNew |
$1.39M - $1.49M
|
13.1K
$1.28M
|
|
|
Oct 13, 2021
Q3 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
13.1K+ 56.62% |
$1.38M - $1.49M
|
36.1K
$3.53M
|
|
|
Feb 15, 2022
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
12.8K+ 692.65% |
$1.36M - $1.46M
|
14.7K
$1.44M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
12.5K+ 26.17% |
$1.32M - $1.42M
|
60.2K
$5.89M
|
|
|
Oct 19, 2021
Q3 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
12.2K+ 19.85% |
$1.29M - $1.39M
|
73.6K
$7.2M
|
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
12.1K+ 37.32% |
$1.28M - $1.38M
|
44.5K
$4.35M
|
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
11.9K+ 25.52% |
$1.26M - $1.36M
|
58.6K
$5.73M
|
|
|
Oct 13, 2021
Q3 2021
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
11.7K+ 32.74% |
$1.24M - $1.33M
|
47.3K
$4.63M
|
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
11.3K+ 35.82% |
$1.2M - $1.29M
|
43K
$4.21M
|
|
|
Oct 19, 2021
Q3 2021
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
11.3K+ 25.31% |
$1.19M - $1.28M
|
55.8K
$5.46M
|
|
|
Oct 26, 2021
Q3 2021
|
Ccg Wealth Management, LLC
|
BUY
|
- |
10.8KNew |
$1.15M - $1.24M
|
10.8K
$1.06M
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
10.8K+ 22.4% |
$1.15M - $1.23M
|
59.2K
$5.8M
|
|
|
Nov 05, 2021
Q3 2021
|
Adviser Investments LLC
|
BUY
|
- |
10.6K+ 2.17% |
$1.12M - $1.2M
|
498K
$48.7M
|
|
|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
10.3K+ 17.58% |
$1.09M - $1.17M
|
68.9K
$6.75M
|
|
|
Aug 16, 2024
Q3 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
10.3K+ 94.37% |
$1.09M - $1.17M
|
21.2K
$2.07M
|
|
|
Nov 12, 2021
Q3 2021
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
10.3K+ 57.66% |
$1.09M - $1.17M
|
28.1K
$2.75M
|
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
10.2K+ 31.2% |
$1.08M - $1.16M
|
43K
$4.21M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
10.1K+ 16.03% |
$1.07M - $1.15M
|
73K
$7.15M
|
|
|
Oct 14, 2021
Q3 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
10K+ 154.41% |
$1.06M - $1.14M
|
16.5K
$1.61M
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.98K+ 17.61% |
$1.06M - $1.14M
|
66.7K
$6.53M
|
|
|
Apr 05, 2024
Q3 2021
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
9.77K+ 2.68% |
$1.03M - $1.11M
|
374K
$36.6M
|
|
|
Nov 04, 2021
Q3 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
9.63K+ 26.25% |
$1.02M - $1.1M
|
46.3K
$4.53M
|
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
9.44K+ 170.97% |
$998K - $1.08M
|
15K
$1.46M
|
|
|
Mar 14, 2023
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
9.42K+ 57.73% |
$996K - $1.07M
|
25.7K
$2.52M
|
|
|
Nov 04, 2021
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
9.42K+ 57.73% |
$996K - $1.07M
|
25.7K
$2.52M
|
|
|
Nov 23, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
9.36K+ 233.88% |
$990K - $1.07M
|
13.4K
$1.31M
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
9.2K+ 1.58% |
$974K - $1.05M
|
591K
$57.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
8.95K+ 1.61% |
$947K - $1.02M
|
566K
$55.4M
|
|
|
Nov 10, 2021
Q3 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.74K+ 18.27% |
$925K - $996K
|
56.6K
$5.54M
|
|
|
Oct 19, 2021
Q3 2021
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
8.64KNew |
$914K - $985K
|
8.64K
$846K
|
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
8.63K+ 17.74% |
$913K - $983K
|
57.3K
$5.6M
|
|
|
May 15, 2024
Q3 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
8.53K+ 61.5% |
$903K - $972K
|
22.4K
$2.19M
|
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
8.47K+ 18.48% |
$896K - $965K
|
54.3K
$5.31M
|
|
|
Nov 02, 2021
Q3 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
8.45K+ 33.65% |
$894K - $963K
|
33.6K
$3.29M
|
|
|
Nov 01, 2021
Q3 2021
|
1900 Wealth Management LLC
|
BUY
|
- |
8.41K+ 4.78% |
$889K - $958K
|
184K
$18M
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
8.35K+ 14.59% |
$883K - $951K
|
65.6K
$6.42M
|
|
|
Nov 02, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
8.33KNew |
$881K - $949K
|
8.33K
$815K
|
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
7.4K+ 47.99% |
$782K - $843K
|
22.8K
$2.23M
|
|
|
Nov 16, 2021
Q3 2021
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
7.39KNew |
$782K - $842K
|
7.39K
$724K
|
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
7.15K+ 89.3% |
$757K - $815K
|
15.2K
$1.48M
|
|
|
Oct 21, 2021
Q3 2021
|
Concorde Asset Management, LLC
|
BUY
|
- |
7.14K+ 32.74% |
$756K - $814K
|
29K
$2.84M
|
|
|
Nov 02, 2021
Q3 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
7.12K+ 36.08% |
$753K - $811K
|
26.8K
$2.63M
|
|
|
Nov 09, 2021
Q3 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
6.8K+ 10.91% |
$719K - $775K
|
69.1K
$6.76M
|
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
6.76K+ 7.78% |
$715K - $770K
|
93.6K
$9.16M
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.66K+ 1.84% |
$704K - $759K
|
368K
$36M
|
|
|
Oct 19, 2021
Q3 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
6.58K+ 28.65% |
$696K - $749K
|
29.5K
$2.89M
|
|
|
Nov 12, 2021
Q3 2021
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
6.53K+ 7.9% |
$690K - $743K
|
89.1K
$8.72M
|
|
|
Nov 12, 2021
Q3 2021
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
6.11K+ 4.76% |
$647K - $697K
|
135K
$13.2M
|