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 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
3New |
$317 - $342
|
3
$294
|
|
|
Nov 04, 2021
Q3 2021
|
Cookson Peirce & CO Inc
|
BUY
|
- |
2+ 0.04% |
$212 - $228
|
5.67K
$555K
|
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.0% |
$106 - $114
|
34.7K
$3.39M
|
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 2.22% |
$106 - $114
|
46
$4.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2- 0.04% |
$212 - $228
|
5.37K
$526K
|
|
|
Oct 15, 2021
Q3 2021
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-3- 0.11% |
$317 - $342
|
2.83K
$277K
|
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-4- 0.09% |
$423 - $456
|
4.42K
$433K
|
|
|
Oct 12, 2021
Q3 2021
|
Wesbanco Bank Inc
|
SELL
|
- |
-4- 0.14% |
$423 - $456
|
2.82K
$276K
|
|
|
Nov 12, 2021
Q3 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-6- 0.17% |
$635 - $684
|
3.61K
$353K
|
|
|
Nov 09, 2021
Q3 2021
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-13- 0.12% |
$1.38K - $1.48K
|
11.3K
$1.1M
|
|
|
Nov 10, 2021
Q3 2021
|
Wrapmanager Inc
|
SELL
|
- |
-15- 0.29% |
$1.59K - $1.71K
|
5.23K
$512K
|
|
|
Nov 15, 2021
Q3 2021
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-15- 0.53% |
$1.59K - $1.71K
|
2.79K
$273K
|
|
|
Oct 28, 2021
Q3 2021
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-17- 0.14% |
$1.8K - $1.94K
|
12.5K
$1.22M
|
|
|
Nov 18, 2021
Q3 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-20- 2.81% |
$2.12K - $2.28K
|
693
$67.8K
|
|
|
Nov 08, 2021
Q3 2021
|
New Square Capital LLC
|
SELL
|
- |
-25- 18.8% |
$2.64K - $2.85K
|
108
$10.6K
|
|
|
Oct 27, 2021
Q3 2021
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-26- 0.26% |
$2.75K - $2.96K
|
10.1K
$986K
|
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-32- 0.51% |
$3.39K - $3.65K
|
6.21K
$608K
|
|
|
Nov 10, 2021
Q3 2021
|
Oakworth Capital, Inc.
|
SELL
|
- |
-48- 1.59% |
$5.08K - $5.47K
|
2.97K
$291K
|
|
|
Oct 08, 2021
Q3 2021
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-48- 2.4% |
$5.08K - $5.47K
|
1.95K
$191K
|
|
|
Nov 10, 2021
Q3 2021
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-50Closed |
$5.29K - $5.7K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-66- 0.65% |
$6.98K - $7.52K
|
10.1K
$986K
|
|
|
Nov 12, 2021
Q3 2021
|
Kaizen Financial Strategies
|
SELL
|
- |
-70- 2.62% |
$7.41K - $7.98K
|
2.6K
$255K
|
|
|
Oct 18, 2021
Q3 2021
|
M. Kraus & CO
|
SELL
|
- |
-75- 2.13% |
$7.93K - $8.55K
|
3.44K
$337K
|
|
|
Nov 09, 2021
Q3 2021
|
Hyman Charles D
|
SELL
|
- |
-75- 0.44% |
$7.93K - $8.55K
|
16.8K
$1.65M
|
|
|
Nov 15, 2021
Q3 2021
|
Bar Harbor Trust Services
Ellsworth, ME |
SELL
|
- |
-76- 2.27% |
$8.04K - $8.66K
|
3.28K
$321K
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-80Closed |
$8.46K - $9.12K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-94- 4.06% |
$9.94K - $10.7K
|
2.22K
$217K
|
|
|
Oct 13, 2021
Q3 2021
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-100- 1.05% |
$10.6K - $11.4K
|
9.45K
$925K
|
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-110- 73.33% |
$11.6K - $12.5K
|
40
$3.92K
|
|
|
Oct 18, 2021
Q3 2021
|
Autus Asset Management, LLC
|
SELL
|
- |
-112- 0.7% |
$11.8K - $12.8K
|
15.8K
$1.55M
|
|
|
Nov 01, 2021
Q3 2021
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-112- 0.49% |
$11.8K - $12.8K
|
22.6K
$2.21M
|
|
|
Oct 21, 2021
Q3 2021
|
First American Trust, Fsb
|
SELL
|
- |
-112- 2.49% |
$11.8K - $12.8K
|
4.38K
$429K
|
|
|
Oct 12, 2021
Q3 2021
|
Moneywise, Inc.
|
SELL
|
- |
-117- 5.46% |
$12.4K - $13.3K
|
2.03K
$198K
|
|
|
Oct 19, 2021
Q3 2021
|
Atwood & Palmer Inc
|
SELL
|
- |
-118Closed |
$12.5K - $13.4K
|
0
$0
|
|
|
Dec 19, 2024
Q3 2021
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-123- 2.5% |
$13K - $14K
|
4.8K
$469K
|
|
|
Nov 12, 2021
Q3 2021
|
F3 Logic, LLC
|
SELL
|
- |
-139- 3.88% |
$14.7K - $15.8K
|
3.45K
$338K
|
|
|
Nov 15, 2021
Q3 2021
|
Townsquare Capital LLC
|
SELL
|
- |
-140- 5.2% |
$14.8K - $16K
|
2.55K
$250K
|
|
|
Nov 12, 2021
Q3 2021
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-140Closed |
$14.8K - $16K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-142Closed |
$15K - $16.2K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
SELL
|
- |
-142- 40.92% |
$15K - $16.2K
|
205
$20.1K
|
|
|
Nov 10, 2021
Q3 2021
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-146- 1.45% |
$15.4K - $16.6K
|
9.92K
$971K
|
|
|
Nov 09, 2021
Q3 2021
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-168- 3.66% |
$17.8K - $19.1K
|
4.42K
$433K
|
|
|
Oct 26, 2021
Q3 2021
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-171- 4.46% |
$18.1K - $19.5K
|
3.66K
$358K
|
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-175Closed |
$18.5K - $19.9K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-192- 1.23% |
$20.3K - $21.9K
|
15.4K
$1.51M
|
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-193- 13.52% |
$20.4K - $22K
|
1.23K
$121K
|
|
|
Oct 25, 2021
Q3 2021
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-200- 3.53% |
$21.2K - $22.8K
|
5.47K
$536K
|
|
|
Nov 03, 2021
Q3 2021
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-225Closed |
$23.8K - $25.6K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-232- 4.95% |
$24.5K - $26.4K
|
4.46K
$436K
|
|
|
Oct 13, 2021
Q3 2021
|
Omega Financial Group, LLC
|
SELL
|
- |
-248- 0.63% |
$26.2K - $28.3K
|
39K
$3.82M
|