Purchases and Sales Made in Q4 2020 in Msci Eafe Growth ETF (EFG)
This table provides information about the institutional ownership of Msci Eafe Growth ETF (EFG) during Q4 2020. 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 |
---|---|---|---|---|---|---|---|
Feb 05, 2021
Q4 2020
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-11.1K- 22.31% |
$962K - $1.13M
|
38.8K
$3.75M
|
|
Feb 11, 2021
Q4 2020
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-11.6K- 9.38% |
$1.01M - $1.18M
|
112K
$10.9M
|
|
Feb 08, 2021
Q4 2020
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-12.2K- 6.58% |
$1.05M - $1.24M
|
173K
$16.7M
|
|
Feb 02, 2021
Q4 2020
|
Acg Wealth
|
SELL
|
- |
-13.4K- 28.93% |
$1.16M - $1.36M
|
33K
$3.19M
|
|
Jan 19, 2021
Q4 2020
|
One Advisory Partners, LLC
|
SELL
|
- |
-13.9K- 10.86% |
$1.2M - $1.41M
|
114K
$11M
|
|
Jan 19, 2021
Q4 2020
|
Sequent Asset Management, LLC
|
SELL
|
- |
-14KClosed |
$1.21M - $1.42M
|
0
$0
|
|
Jan 27, 2021
Q4 2020
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-14.3K- 6.24% |
$1.23M - $1.45M
|
215K
$20.8M
|
|
Feb 12, 2021
Q4 2020
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-14.9K- 2.69% |
$1.29M - $1.51M
|
540K
$52.2M
|
|
Feb 09, 2021
Q4 2020
|
Spectrum Management Group, LLC
|
SELL
|
- |
-15.4K- 13.98% |
$1.33M - $1.57M
|
95K
$9.18M
|
|
Feb 12, 2021
Q4 2020
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-15.9K- 7.44% |
$1.37M - $1.61M
|
197K
$19.1M
|
|
Feb 10, 2021
Q4 2020
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-16.5K- 7.56% |
$1.43M - $1.68M
|
202K
$19.5M
|
|
Feb 09, 2021
Q4 2020
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-18.4K- 0.84% |
$1.59M - $1.86M
|
2.16M
$208M
|
|
Feb 04, 2021
Q4 2020
|
Us Bancorp \De\
|
SELL
|
- |
-18.7K- 1.52% |
$1.61M - $1.89M
|
1.21M
$117M
|
|
Feb 04, 2021
Q4 2020
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-18.7K- 12.31% |
$1.62M - $1.9M
|
134K
$12.9M
|
|
Jan 28, 2021
Q4 2020
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-19.5K- 25.6% |
$1.68M - $1.98M
|
56.6K
$5.46M
|
|
Feb 12, 2021
Q4 2020
|
M&T Bank Corp
|
SELL
|
- |
-19.6K- 2.99% |
$1.69M - $1.99M
|
636K
$61.4M
|
|
Mar 22, 2023
Q4 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-19.8K- 29.58% |
$1.71M - $2.01M
|
47K
$4.54M
|
|
Jan 19, 2021
Q4 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-19.9KClosed |
$1.72M - $2.02M
|
0
$0
|
|
Jan 25, 2021
Q4 2020
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-21.1KClosed |
$1.82M - $2.14M
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-24KClosed |
$2.07M - $2.44M
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Ubs Group Ag
|
SELL
|
- |
-24.4K- 3.35% |
$2.11M - $2.48M
|
705K
$68.1M
|
|
Oct 02, 2024
Q4 2020
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-25.8KClosed |
$2.23M - $2.62M
|
0
$0
|
|
Jan 22, 2021
Q4 2020
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-27.8K- 54.4% |
$2.4M - $2.82M
|
23.3K
$2.25M
|
|
Feb 10, 2021
Q4 2020
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-27.9K- 5.29% |
$2.4M - $2.83M
|
499K
$48.2M
|
|
Jan 27, 2021
Q4 2020
|
Smart Money Group LLC
|
SELL
|
- |
-31.7KClosed |
$2.74M - $3.22M
|
0
$0
|
|
Jan 26, 2021
Q4 2020
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-31.8K- 62.1% |
$2.75M - $3.23M
|
19.4K
$1.88M
|
|
Jan 29, 2021
Q4 2020
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-32.9K- 34.65% |
$2.84M - $3.34M
|
62.1K
$6M
|
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
SELL
|
- |
-34.3KClosed |
$2.96M - $3.48M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-37K- 58.53% |
$3.19M - $3.76M
|
26.2K
$2.53M
|
|
Feb 12, 2021
Q4 2020
|
Wealthsource Partners, LLC
|
SELL
|
- |
-41.8K- 10.42% |
$3.61M - $4.24M
|
359K
$34.7M
|
|
Jan 20, 2021
Q4 2020
|
Park Avenue Securities LLC
|
SELL
|
- |
-52.2K- 2.99% |
$4.5M - $5.29M
|
1.69M
$163M
|
|
Jan 25, 2021
Q4 2020
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-59.2K- 4.06% |
$5.11M - $6.01M
|
1.4M
$135M
|
|
Feb 17, 2021
Q4 2020
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-70.1K- 64.91% |
$6.05M - $7.12M
|
37.9K
$3.66M
|
|
Feb 03, 2021
Q4 2020
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-85.2K- 6.82% |
$7.35M - $8.65M
|
1.16M
$112M
|
|
Feb 09, 2021
Q4 2020
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-94.4KClosed |
$8.14M - $9.58M
|
0
$0
|
|
Sep 15, 2021
Q4 2020
|
Cwm, LLC
|
SELL
|
- |
-224K- 16.78% |
$19.3M - $22.7M
|
1.11M
$107M
|
|
Feb 08, 2021
Q4 2020
|
Jones Financial Companies Lllp
|
SELL
|
- |
-243K- 3.44% |
$21M - $24.7M
|
6.82M
$658M
|
|
Feb 16, 2021
Q4 2020
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-246KClosed |
$21.2M - $25M
|
0
$0
|
|
Jan 13, 2021
Q4 2020
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-368K- 99.91% |
$31.7M - $37.3M
|
339
$32.7K
|
|
Feb 18, 2021
Q4 2020
|
Truist Financial Corp
|
SELL
|
- |
-400K- 30.1% |
$34.5M - $40.6M
|
928K
$89.7M
|