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 16, 2021
Q3 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.07K+ 3.17% |
$114K - $122K
|
34.9K
$3.42M
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.04K+ 4500.0% |
$109K - $118K
|
1.06K
$104K
|
|
|
Oct 22, 2021
Q3 2021
|
Western Financial Corporation
|
BUY
|
- |
1.02K+ 44.16% |
$108K - $116K
|
3.32K
$325K
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.01K+ 56.5% |
$107K - $115K
|
2.81K
$275K
|
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
1.01K+ 10.14% |
$107K - $115K
|
11K
$1.07M
|
|
|
Nov 12, 2021
Q3 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
970+ 29.05% |
$103K - $111K
|
4.31K
$422K
|
|
|
Nov 09, 2021
Q3 2021
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
891+ 0.81% |
$94.3K - $102K
|
111K
$10.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
850+ 36.36% |
$89.9K - $96.8K
|
3.19K
$312K
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
839+ 2.17% |
$88.8K - $95.6K
|
39.6K
$3.87M
|
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
816+ 36.76% |
$86.3K - $93K
|
3.04K
$297K
|
|
|
Oct 28, 2021
Q3 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
808+ 4.78% |
$85.5K - $92.1K
|
17.7K
$1.73M
|
|
|
Dec 14, 2021
Q3 2021
|
Strategy Asset Managers LLC
|
BUY
|
- |
709+ 4.24% |
$75K - $80.8K
|
17.4K
$1.71M
|
|
|
Nov 05, 2021
Q3 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
704+ 11.67% |
$74.5K - $80.2K
|
6.73K
$659K
|
|
|
Oct 14, 2021
Q3 2021
|
First Citizens Financial Corp
|
BUY
|
- |
697+ 21.51% |
$73.7K - $79.4K
|
3.94K
$385K
|
|
|
Oct 22, 2021
Q3 2021
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
692+ 1.55% |
$73.2K - $78.8K
|
45.5K
$4.45M
|
|
|
Oct 08, 2021
Q3 2021
|
Prosperity Planning, Inc.
|
BUY
|
- |
686+ 32.59% |
$72.6K - $78.2K
|
2.79K
$273K
|
|
|
Nov 01, 2021
Q3 2021
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
676+ 5.29% |
$71.5K - $77K
|
13.5K
$1.32M
|
|
|
Oct 19, 2021
Q3 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
665+ 3.93% |
$70.4K - $75.8K
|
17.6K
$1.72M
|
|
|
Nov 09, 2021
Q3 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
652+ 1.94% |
$69K - $74.3K
|
34.3K
$3.36M
|
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
BUY
|
- |
650+ 8.1% |
$68.8K - $74.1K
|
8.68K
$849K
|
|
|
Oct 26, 2021
Q3 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
648+ 19.7% |
$68.6K - $73.8K
|
3.94K
$385K
|
|
|
Nov 08, 2021
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
646+ 20.5% |
$68.3K - $73.6K
|
3.8K
$372K
|
|
|
Dec 13, 2023
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
646+ 20.5% |
$68.3K - $73.6K
|
3.8K
$372K
|
|
|
Nov 12, 2021
Q3 2021
|
Keystone Financial Group
|
BUY
|
- |
641+ 18.96% |
$67.8K - $73K
|
4.02K
$394K
|
|
|
Nov 05, 2021
Q3 2021
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
626+ 5.64% |
$66.2K - $71.3K
|
11.7K
$1.15M
|
|
|
Nov 08, 2021
Q3 2021
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
589New |
$62.3K - $67.1K
|
589
$57.7K
|
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
586+ 15.09% |
$62K - $66.8K
|
4.47K
$438K
|
|
|
Oct 22, 2021
Q3 2021
|
Horizon Financial Services, LLC
|
BUY
|
- |
585+ 82.39% |
$61.9K - $66.7K
|
1.3K
$127K
|
|
|
Nov 15, 2021
Q3 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
581+ 1.7% |
$61.5K - $66.2K
|
34.7K
$3.4M
|
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
571+ 2.44% |
$60.4K - $65.1K
|
24K
$2.35M
|
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
570+ 23.55% |
$60.3K - $64.9K
|
2.99K
$293K
|
|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
507+ 0.8% |
$53.6K - $57.8K
|
64.1K
$6.27M
|
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
506+ 52.44% |
$53.5K - $57.7K
|
1.47K
$144K
|
|
|
Nov 09, 2021
Q3 2021
|
Empire Life Investments Inc.
|
BUY
|
- |
500+ 15.63% |
$52.9K - $57K
|
3.7K
$362K
|
|
|
Oct 19, 2021
Q3 2021
|
Vigilare Wealth Management
|
BUY
|
- |
452+ 7.52% |
$47.8K - $51.5K
|
6.46K
$633K
|
|
|
Nov 02, 2021
Q3 2021
|
Lvw Advisors, LLC
|
BUY
|
- |
444+ 0.86% |
$47K - $50.6K
|
52.3K
$5.12M
|
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
423+ 8.87% |
$44.7K - $48.2K
|
5.19K
$508K
|
|
|
Nov 08, 2021
Q3 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
422+ 5.56% |
$44.6K - $48.1K
|
8.01K
$784K
|
|
|
Nov 12, 2021
Q3 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
408+ 2.85% |
$43.2K - $46.5K
|
14.7K
$1.44M
|
|
|
Nov 15, 2021
Q3 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
381+ 1.9% |
$40.3K - $43.4K
|
20.4K
$2M
|
|
|
Nov 12, 2021
Q3 2021
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
377+ 12.76% |
$39.9K - $43K
|
3.33K
$326K
|
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
BUY
|
- |
344+ 68.53% |
$36.4K - $39.2K
|
846
$82.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
336+ 2.61% |
$35.5K - $38.3K
|
13.2K
$1.29M
|
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
282+ 20.58% |
$29.8K - $32.1K
|
1.65K
$162K
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
279+ 21.12% |
$29.5K - $31.8K
|
1.6K
$157K
|
|
|
Oct 25, 2021
Q3 2021
|
Atlas Private Wealth Management
|
BUY
|
- |
262+ 3.76% |
$27.7K - $29.9K
|
7.22K
$707K
|
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
260+ 3.45% |
$27.5K - $29.6K
|
7.79K
$763K
|
|
|
Oct 26, 2021
Q3 2021
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
254New |
$26.9K - $28.9K
|
254
$24.9K
|
|
|
Nov 15, 2021
Q3 2021
|
Patten Group, Inc.
|
BUY
|
- |
250+ 0.91% |
$26.4K - $28.5K
|
27.8K
$2.72M
|
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
250+ 3.8% |
$26.4K - $28.5K
|
6.83K
$668K
|