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 25, 2021
Q3 2021
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
2.31K+ 26.34% |
$244K - $263K
|
11.1K
$1.09M
|
|
|
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.29K+ 47.3% |
$242K - $261K
|
7.13K
$698K
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.27K+ 6.32% |
$240K - $258K
|
38.1K
$3.73M
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
2.24K+ 45.4% |
$237K - $255K
|
7.18K
$703K
|
|
|
Nov 15, 2021
Q3 2021
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
2.22K+ 27.07% |
$235K - $253K
|
10.4K
$1.02M
|
|
|
Oct 08, 2021
Q3 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
2.22K+ 50.56% |
$235K - $253K
|
6.62K
$648K
|
|
|
Oct 15, 2021
Q3 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.22KNew |
$235K - $253K
|
2.22K
$217K
|
|
|
Nov 15, 2021
Q3 2021
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.22KNew |
$235K - $253K
|
2.22K
$217K
|
|
|
Oct 15, 2021
Q3 2021
|
Trilogy Capital Inc.
|
BUY
|
- |
2.21KNew |
$234K - $252K
|
2.21K
$216K
|
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.21K+ 8.91% |
$233K - $251K
|
27K
$2.64M
|
|
|
Nov 04, 2021
Q3 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.06KNew |
$218K - $234K
|
2.06K
$201K
|
|
|
Nov 03, 2021
Q3 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
2.02K+ 10.82% |
$214K - $230K
|
20.7K
$2.03M
|
|
|
Nov 19, 2021
Q3 2021
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
2K+ 24.91% |
$212K - $228K
|
10K
$982K
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.99KNew |
$210K - $226K
|
1.99K
$195K
|
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.99K+ 75.56% |
$210K - $226K
|
4.61K
$451K
|
|
|
Oct 13, 2021
Q3 2021
|
Gofen & Glossberg LLC
|
BUY
|
- |
1.98KNew |
$210K - $226K
|
1.98K
$194K
|
|
|
Nov 02, 2021
Q3 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.93KNew |
$204K - $220K
|
1.93K
$189K
|
|
|
Oct 13, 2021
Q3 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
1.87KNew |
$198K - $214K
|
1.87K
$183K
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.87K+ 33.7% |
$198K - $213K
|
7.43K
$727K
|
|
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
BUY
|
- |
1.85K+ 2339.24% |
$195K - $211K
|
1.93K
$189K
|
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
BUY
|
- |
1.84K+ 18.5% |
$195K - $210K
|
11.8K
$1.15M
|
|
|
Oct 28, 2021
Q3 2021
|
M&T Bank Corp
|
BUY
|
- |
1.84K+ 0.32% |
$194K - $209K
|
577K
$56.5M
|
|
|
Nov 05, 2021
Q3 2021
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
1.81K+ 6.08% |
$191K - $206K
|
31.5K
$3.09M
|
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
BUY
|
- |
1.71K+ 8.23% |
$181K - $195K
|
22.5K
$2.2M
|
|
|
Nov 10, 2021
Q3 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.71K+ 15.38% |
$181K - $194K
|
12.8K
$1.25M
|
|
|
Nov 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.68K+ 6.49% |
$178K - $192K
|
27.6K
$2.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.62K+ 34.45% |
$172K - $185K
|
6.34K
$620K
|
|
|
Oct 19, 2021
Q3 2021
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
1.58K+ 2.53% |
$167K - $180K
|
63.8K
$6.25M
|
|
|
Nov 03, 2021
Q3 2021
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
1.57K+ 2.64% |
$167K - $179K
|
61.3K
$6M
|
|
|
Oct 25, 2021
Q3 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.57K+ 41.12% |
$166K - $178K
|
5.37K
$526K
|
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
BUY
|
- |
1.55K+ 47.78% |
$164K - $177K
|
4.8K
$470K
|
|
|
Nov 15, 2021
Q3 2021
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
1.55K+ 1.2% |
$164K - $176K
|
131K
$12.8M
|
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.54K+ 26.49% |
$163K - $175K
|
7.35K
$720K
|
|
|
Oct 21, 2021
Q3 2021
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.54K+ 18.26% |
$162K - $175K
|
9.95K
$974K
|
|
|
Nov 12, 2021
Q3 2021
|
3 D/L Capital Management, LLC
|
BUY
|
- |
1.52K+ 44.71% |
$161K - $173K
|
4.92K
$482K
|
|
|
Nov 12, 2021
Q3 2021
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
1.52K+ 34.35% |
$160K - $173K
|
5.93K
$580K
|
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.51K+ 38.96% |
$160K - $172K
|
5.4K
$528K
|
|
|
Nov 15, 2021
Q3 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.48K+ 4.48% |
$157K - $169K
|
34.5K
$3.38M
|
|
|
Nov 02, 2021
Q3 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
1.38KNew |
$145K - $157K
|
1.38K
$135K
|
|
|
Oct 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1.37KNew |
$145K - $156K
|
1.37K
$134K
|
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.34KNew |
$142K - $153K
|
1.34K
$131K
|
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Inc
|
BUY
|
- |
1.31K+ 7.7% |
$138K - $149K
|
18.3K
$1.79M
|
|
|
Nov 03, 2021
Q3 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
1.28K+ 17.84% |
$135K - $146K
|
8.46K
$828K
|
|
|
Nov 22, 2021
Q3 2021
|
Comerica Bank
|
BUY
|
- |
1.23K+ 13.48% |
$130K - $140K
|
10.4K
$1.02M
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.19K+ 6.81% |
$126K - $136K
|
18.7K
$1.83M
|
|
|
Oct 27, 2021
Q3 2021
|
Trellis Advisors, LLC
|
BUY
|
- |
1.18K+ 30.36% |
$125K - $135K
|
5.07K
$496K
|
|
|
Oct 13, 2021
Q3 2021
|
Veracity Capital LLC
|
BUY
|
- |
1.18K+ 18.1% |
$125K - $134K
|
7.69K
$752K
|
|
|
Oct 20, 2021
Q3 2021
|
Wambolt & Associates, LLC
|
BUY
|
- |
1.18K+ 4.96% |
$124K - $134K
|
24.9K
$2.44M
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.13K+ 1.82% |
$120K - $129K
|
63.5K
$6.22M
|
|
|
Nov 09, 2021
Q3 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.1K+ 1.87% |
$116K - $125K
|
59.9K
$5.86M
|