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 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
224+ 35.84% |
$23.7K - $25.5K
|
849
$83.1K
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
BUY
|
- |
217+ 45.4% |
$23K - $24.7K
|
695
$68K
|
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
205New |
$21.7K - $23.4K
|
205
$20.1K
|
|
|
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
203+ 9.03% |
$21.5K - $23.1K
|
2.45K
$240K
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
200+ 1.32% |
$21.2K - $22.8K
|
15.4K
$1.51M
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
195+ 229.41% |
$20.6K - $22.2K
|
280
$27.4K
|
|
|
Oct 08, 2021
Q3 2021
|
Rede Wealth, LLC
|
BUY
|
- |
191+ 1.92% |
$20.2K - $21.8K
|
10.1K
$990K
|
|
|
Oct 26, 2021
Q3 2021
|
Financial Counselors Inc
|
BUY
|
- |
191+ 4.36% |
$20.2K - $21.8K
|
4.57K
$447K
|
|
|
Oct 19, 2021
Q3 2021
|
Capital Planning LLC
|
BUY
|
- |
190+ 3.14% |
$20.1K - $21.6K
|
6.25K
$612K
|
|
|
Oct 29, 2021
Q3 2021
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
182+ 6.46% |
$19.3K - $20.7K
|
3K
$294K
|
|
|
Nov 15, 2021
Q3 2021
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
174+ 3.45% |
$18.4K - $19.8K
|
5.22K
$511K
|
|
|
Nov 10, 2021
Q3 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
168+ 53.5% |
$17.8K - $19.1K
|
482
$47.2K
|
|
|
Nov 12, 2021
Q3 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
165+ 14.07% |
$17.5K - $18.8K
|
1.34K
$131K
|
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
164+ 2.86% |
$17.3K - $18.7K
|
5.89K
$577K
|
|
|
Oct 08, 2021
Q3 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
162+ 1.37% |
$17.1K - $18.5K
|
12K
$1.18M
|
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
162New |
$17.1K - $18.5K
|
162
$15.9K
|
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
150New |
$15.9K - $17.1K
|
150
$14.7K
|
|
|
Nov 05, 2021
Q3 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
136+ 0.73% |
$14.4K - $15.5K
|
18.8K
$1.84M
|
|
|
Oct 28, 2021
Q3 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
130New |
$13.8K - $14.8K
|
130
$12.7K
|
|
|
Oct 26, 2021
Q3 2021
|
Sol Capital Management CO
|
BUY
|
- |
130+ 1.82% |
$13.8K - $14.8K
|
7.29K
$714K
|
|
|
Nov 12, 2021
Q3 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
129+ 4.58% |
$13.6K - $14.7K
|
2.94K
$288K
|
|
|
Jan 09, 2024
Q3 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
122+ 10.53% |
$12.9K - $13.9K
|
1.28K
$125K
|
|
|
Nov 01, 2021
Q3 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
101+ 2.74% |
$10.7K - $11.5K
|
3.78K
$370K
|
|
|
Nov 12, 2021
Q3 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
101+ 4.13% |
$10.7K - $11.5K
|
2.55K
$249K
|
|
|
Nov 09, 2021
Q3 2021
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
95+ 0.22% |
$10.1K - $10.8K
|
43.6K
$4.27M
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
93+ 1328.57% |
$9.84K - $10.6K
|
100
$9.79K
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
93+ 1.66% |
$9.84K - $10.6K
|
5.69K
$557K
|
|
|
Nov 03, 2021
Q3 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
90+ 1.33% |
$9.52K - $10.3K
|
6.84K
$669K
|
|
|
Oct 29, 2021
Q3 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
89+ 1.54% |
$9.42K - $10.1K
|
5.86K
$573K
|
|
|
Oct 25, 2021
Q3 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
79+ 1.61% |
$8.36K - $9K
|
4.98K
$488K
|
|
|
Nov 01, 2021
Q3 2021
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
75+ 3.57% |
$7.93K - $8.55K
|
2.18K
$213K
|
|
|
Nov 09, 2021
Q3 2021
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
58+ 0.78% |
$6.14K - $6.61K
|
7.48K
$732K
|
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
54New |
$5.71K - $6.15K
|
54
$5.29K
|
|
|
Nov 04, 2021
Q3 2021
|
Diversified, LLC
|
BUY
|
- |
50+ 2.18% |
$5.29K - $5.7K
|
2.34K
$229K
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
50+ 1666.67% |
$5.29K - $5.7K
|
53
$5.19K
|
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
50New |
$5.29K - $5.7K
|
50
$4.89K
|
|
|
Oct 14, 2021
Q3 2021
|
Riverview Trust CO
|
BUY
|
- |
46+ 18.55% |
$4.87K - $5.24K
|
294
$28.8K
|
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
45+ 0.43% |
$4.76K - $5.13K
|
10.5K
$1.03M
|
|
|
Oct 27, 2021
Q3 2021
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
42+ 0.79% |
$4.44K - $4.79K
|
5.36K
$525K
|
|
|
Nov 15, 2021
Q3 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
24+ 0.8% |
$2.54K - $2.73K
|
3.01K
$295K
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
22+ 0.29% |
$2.33K - $2.51K
|
7.7K
$754K
|
|
|
Oct 20, 2021
Q3 2021
|
Detalus Advisors, LLC
|
BUY
|
- |
20+ 1.01% |
$2.12K - $2.28K
|
2.01K
$197K
|
|
|
Aug 10, 2023
Q3 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
20+ 2.92% |
$2.12K - $2.28K
|
705
$69K
|
|
|
Oct 15, 2021
Q3 2021
|
Sym Financial Corp
|
BUY
|
- |
19New |
$2.01K - $2.16K
|
19
$1.86K
|
|
|
Nov 02, 2021
Q3 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
13New |
$1.38K - $1.48K
|
13
$1.27K
|
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
10+ 2.83% |
$1.06K - $1.14K
|
363
$35.5K
|
|
|
Nov 12, 2021
Q3 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
8+ 0.3% |
$846 - $912
|
2.66K
$260K
|
|
|
Nov 12, 2021
Q3 2021
|
Means Investment Co., Inc.
|
BUY
|
- |
8+ 0.21% |
$846 - $912
|
3.88K
$380K
|
|
|
Oct 14, 2021
Q3 2021
|
Successful Portfolios LLC
|
BUY
|
- |
6+ 0.07% |
$635 - $684
|
8.15K
$797K
|
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
BUY
|
- |
3+ 0.24% |
$317 - $342
|
1.23K
$121K
|