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 12, 2021
Q3 2021
|
Affiance Financial, LLC
|
SELL
|
- |
-249- 1.73% |
$26.3K - $28.4K
|
14.2K
$1.39M
|
|
Oct 12, 2021
Q3 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-250- 9.62% |
$26.4K - $28.5K
|
2.35K
$230K
|
|
Oct 15, 2021
Q3 2021
|
Sheets Smith Wealth Management
|
SELL
|
- |
-258- 2.73% |
$27.3K - $29.4K
|
9.19K
$900K
|
|
Nov 08, 2021
Q3 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-260- 5.36% |
$27.5K - $29.6K
|
4.6K
$450K
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
SELL
|
- |
-265Closed |
$28K - $30.2K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-272- 6.04% |
$28.8K - $31K
|
4.24K
$415K
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-272- 6.04% |
$28.8K - $31K
|
4.24K
$415K
|
|
Oct 08, 2021
Q3 2021
|
Collective Family Office LLC
|
SELL
|
- |
-275- 2.9% |
$29.1K - $31.3K
|
9.2K
$901K
|
|
Oct 27, 2021
Q3 2021
|
Baldwin Brothers LLC
|
SELL
|
- |
-280- 49.12% |
$29.6K - $31.9K
|
290
$28.4K
|
|
Nov 12, 2021
Q3 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-282- 1.15% |
$29.8K - $32.1K
|
24.3K
$2.38M
|
|
Nov 16, 2021
Q3 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-306- 1.05% |
$32.4K - $34.9K
|
28.7K
$2.81M
|
|
Nov 04, 2021
Q3 2021
|
Regions Financial Corp
|
SELL
|
- |
-329- 13.41% |
$34.8K - $37.5K
|
2.12K
$208K
|
|
Nov 04, 2021
Q3 2021
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-330- 3.45% |
$34.9K - $37.6K
|
9.24K
$904K
|
|
Nov 08, 2021
Q3 2021
|
Middleton & CO Inc
|
SELL
|
- |
-362- 6.28% |
$38.3K - $41.2K
|
5.4K
$529K
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
SELL
|
- |
-362- 0.65% |
$38.3K - $41.2K
|
55.5K
$5.44M
|
|
Nov 15, 2021
Q3 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-372- 3.32% |
$39.4K - $42.4K
|
10.8K
$1.06M
|
|
Nov 05, 2021
Q3 2021
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-389- 9.85% |
$41.2K - $44.3K
|
3.56K
$349K
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-390- 0.79% |
$41.3K - $44.4K
|
49.1K
$4.81M
|
|
Oct 28, 2021
Q3 2021
|
Amg National Trust Bank
|
SELL
|
- |
-415- 4.35% |
$43.9K - $47.3K
|
9.13K
$893K
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-419- 1.58% |
$44.3K - $47.7K
|
26.1K
$2.56M
|
|
Nov 15, 2021
Q3 2021
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-419- 1.58% |
$44.3K - $47.7K
|
26.1K
$2.56M
|
|
Nov 12, 2021
Q3 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-442- 53.77% |
$46.8K - $50.4K
|
380
$37.2K
|
|
Nov 15, 2021
Q3 2021
|
Aspire Private Capital, LLC
|
SELL
|
- |
-458- 5.59% |
$48.5K - $52.2K
|
7.74K
$758K
|
|
Nov 12, 2021
Q3 2021
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-478- 1.37% |
$50.6K - $54.5K
|
34.4K
$3.37M
|
|
Nov 05, 2021
Q3 2021
|
Staley Capital Advisers Inc
|
SELL
|
- |
-500- 0.34% |
$52.9K - $57K
|
148K
$14.5M
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-516- 87.76% |
$54.6K - $58.8K
|
72
$7.05K
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-516- 87.76% |
$54.6K - $58.8K
|
72
$7.05K
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
SELL
|
- |
-637Closed |
$67.4K - $72.6K
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-665- 15.89% |
$70.4K - $75.8K
|
3.52K
$345K
|
|
Nov 03, 2021
Q3 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-666- 2.36% |
$70.5K - $75.9K
|
27.6K
$2.7M
|
|
Nov 16, 2021
Q3 2021
|
Retirement Group, LLC
|
SELL
|
- |
-670Closed |
$70.9K - $76.3K
|
0
$0
|
|
Oct 08, 2021
Q3 2021
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-672- 2.56% |
$71.1K - $76.6K
|
25.6K
$2.5M
|
|
Nov 12, 2021
Q3 2021
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-775- 26.64% |
$82K - $88.3K
|
2.13K
$209K
|
|
Oct 19, 2021
Q3 2021
|
First Pacific Financial
|
SELL
|
- |
-862- 4.56% |
$91.2K - $98.2K
|
18.1K
$1.77M
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.03K- 3.11% |
$109K - $117K
|
32.1K
$3.14M
|
|
Nov 05, 2021
Q3 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-1.04K- 13.98% |
$110K - $118K
|
6.37K
$624K
|
|
Nov 15, 2021
Q3 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.08K- 10.45% |
$114K - $123K
|
9.22K
$902K
|
|
Oct 19, 2021
Q3 2021
|
Fluent Financial, LLC
|
SELL
|
- |
-1.23K- 2.59% |
$130K - $140K
|
46.1K
$4.51M
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.25K- 0.96% |
$132K - $142K
|
129K
$12.6M
|
|
Oct 14, 2021
Q3 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.29K- 2.11% |
$136K - $146K
|
59.6K
$5.83M
|
|
Nov 12, 2021
Q3 2021
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-1.48K- 1.09% |
$156K - $168K
|
134K
$13.1M
|
|
Oct 02, 2024
Q3 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-1.48KClosed |
$157K - $169K
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.54K- 4.3% |
$162K - $175K
|
34.1K
$3.34M
|
|
Nov 03, 2021
Q3 2021
|
Tap Consulting, LLC
|
SELL
|
- |
-1.6K- 5.76% |
$169K - $182K
|
26.1K
$2.56M
|
|
Oct 27, 2021
Q3 2021
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.98K- 23.7% |
$210K - $226K
|
6.39K
$625K
|
|
Nov 02, 2021
Q3 2021
|
Burleson & Company, LLC
|
SELL
|
- |
-2K- 32.7% |
$211K - $228K
|
4.11K
$402K
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-2.04K- 19.94% |
$216K - $233K
|
8.2K
$803K
|
|
Nov 16, 2021
Q3 2021
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-2.08KClosed |
$220K - $237K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-2.19K- 6.75% |
$231K - $249K
|
30.2K
$2.96M
|
|
Oct 18, 2023
Q3 2021
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-2.3KClosed |
$243K - $262K
|
0
$0
|