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 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
5.99K+ 42.47% |
$633K - $682K
|
20.1K
$2.02M
|
|
|
Oct 14, 2021
Q3 2021
|
Lantz Financial LLC
|
BUY
|
- |
5.89K+ 61.05% |
$623K - $671K
|
15.5K
$1.57M
|
|
|
Oct 26, 2021
Q3 2021
|
Edge Capital Group, LLC
|
BUY
|
- |
5.66K+ 11.27% |
$599K - $645K
|
55.9K
$5.64M
|
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
5.6K+ 3.36% |
$592K - $638K
|
172K
$17.4M
|
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
5.6K+ 3.36% |
$592K - $638K
|
172K
$17.4M
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.47K+ 12.68% |
$579K - $624K
|
48.6K
$4.9M
|
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
5.45K+ 12.91% |
$577K - $621K
|
47.7K
$4.81M
|
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
BUY
|
- |
5.12K+ 45.75% |
$542K - $584K
|
16.3K
$1.65M
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.06K+ 134.04% |
$536K - $577K
|
8.84K
$892K
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.06K+ 29.75% |
$535K - $576K
|
22K
$2.22M
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
5K+ 24.44% |
$528K - $569K
|
25.4K
$2.56M
|
|
|
Nov 01, 2021
Q3 2021
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
4.92K+ 71.29% |
$520K - $561K
|
11.8K
$1.19M
|
|
|
Nov 05, 2021
Q3 2021
|
True Private Wealth Advisors
|
BUY
|
- |
4.86K+ 44.0% |
$514K - $554K
|
15.9K
$1.6M
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.72K+ 8.26% |
$500K - $538K
|
61.9K
$6.24M
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
4.68K+ 3.87% |
$495K - $533K
|
126K
$12.7M
|
|
|
Nov 05, 2021
Q3 2021
|
First National Trust CO
|
BUY
|
- |
4.64K+ 13.06% |
$491K - $528K
|
40.1K
$4.05M
|
|
|
Oct 28, 2021
Q3 2021
|
Mechanics Bank Trust Department
|
BUY
|
- |
4.57K+ 16.42% |
$483K - $520K
|
32.4K
$3.26M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.43K+ 6.16% |
$469K - $505K
|
76.4K
$7.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.36K+ 34.5% |
$461K - $496K
|
17K
$1.71M
|
|
|
Oct 13, 2021
Q3 2021
|
Flc Capital Advisors
|
BUY
|
- |
4.35K+ 6.13% |
$460K - $496K
|
75.3K
$7.6M
|
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
BUY
|
- |
4.32K+ 43.43% |
$457K - $492K
|
14.3K
$1.44M
|
|
|
Oct 14, 2021
Q3 2021
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
4.3K+ 93.48% |
$455K - $490K
|
8.9K
$897K
|
|
|
Oct 21, 2021
Q3 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
4.29KNew |
$453K - $488K
|
4.29K
$432K
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.2K+ 21.87% |
$444K - $478K
|
23.4K
$2.36M
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
4.16KNew |
$440K - $473K
|
4.16K
$419K
|
|
|
Oct 14, 2021
Q3 2021
|
Rhs Financial, LLC
|
BUY
|
- |
3.88KNew |
$410K - $442K
|
3.88K
$391K
|
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
3.79K+ 8.97% |
$400K - $431K
|
46K
$4.64M
|
|
|
Nov 12, 2021
Q3 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3.7K+ 149.6% |
$391K - $421K
|
6.17K
$622K
|
|
|
Nov 04, 2021
Q3 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
3.65K+ 6.87% |
$386K - $415K
|
56.7K
$5.72M
|
|
|
Nov 12, 2021
Q3 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
3.6K+ 6.52% |
$381K - $410K
|
58.8K
$5.93M
|
|
|
Oct 14, 2021
Q3 2021
|
Marino, Stram & Associates LLC
|
BUY
|
- |
3.56KNew |
$377K - $406K
|
3.56K
$359K
|
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.5K+ 116.74% |
$370K - $399K
|
6.5K
$655K
|
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
3.37K+ 93.4% |
$357K - $384K
|
6.98K
$704K
|
|
|
Oct 28, 2021
Q3 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
3.36K+ 20.23% |
$355K - $383K
|
20K
$2.01M
|
|
|
Nov 15, 2021
Q3 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
3.36K+ 108.96% |
$355K - $382K
|
6.44K
$649K
|
|
|
Oct 26, 2021
Q3 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.35K+ 6.88% |
$355K - $382K
|
52.1K
$5.25M
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.22K+ 19.6% |
$340K - $366K
|
19.6K
$1.98M
|
|
|
Nov 01, 2021
Q3 2021
|
Key F Inancial Inc
|
BUY
|
- |
3.21K+ 11.0% |
$340K - $366K
|
32.4K
$3.27M
|
|
|
Nov 03, 2021
Q3 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3.2K+ 51.99% |
$339K - $365K
|
9.37K
$945K
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
3.14K+ 10.91% |
$332K - $358K
|
31.9K
$3.22M
|
|
|
Nov 12, 2021
Q3 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
3.02KNew |
$319K - $344K
|
3.02K
$304K
|
|
|
Oct 25, 2021
Q3 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
2.95K+ 16.67% |
$312K - $336K
|
20.6K
$2.08M
|
|
|
Nov 03, 2021
Q3 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.86KNew |
$303K - $326K
|
2.86K
$289K
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.83K+ 6.63% |
$299K - $322K
|
45.4K
$4.58M
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
2.67K+ 736.74% |
$282K - $304K
|
3.03K
$305K
|
|
|
Oct 21, 2021
Q3 2021
|
Fulcrum Capital LLC
|
BUY
|
- |
2.65K+ 17.92% |
$281K - $302K
|
17.4K
$1.76M
|
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.57K+ 24.97% |
$272K - $293K
|
12.9K
$1.3M
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.57K+ 42.21% |
$272K - $293K
|
8.66K
$873K
|
|
|
Nov 15, 2021
Q3 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
2.43KNew |
$257K - $277K
|
2.43K
$245K
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
2.33K+ 3.45% |
$247K - $266K
|
69.9K
$7.05M
|