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 09, 2021
Q4 2020
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
27.8K+ 3.88% |
$2.4M - $2.83M
|
745K
$72M
|
|
|
Feb 04, 2021
Q4 2020
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
27.6KNew |
$2.38M - $2.8M
|
27.6K
$2.66M
|
|
|
Feb 10, 2021
Q4 2020
|
First National Trust CO
|
BUY
|
- |
27.6KNew |
$2.38M - $2.8M
|
27.6K
$2.66M
|
|
|
Jan 26, 2021
Q4 2020
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
26.6K+ 37.82% |
$2.3M - $2.7M
|
97K
$9.37M
|
|
|
Feb 16, 2021
Q4 2020
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
24.1K+ 115.5% |
$2.08M - $2.44M
|
44.9K
$4.34M
|
|
|
Feb 16, 2021
Q4 2020
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.9K+ 727.46% |
$1.89M - $2.22M
|
24.9K
$2.4M
|
|
|
Feb 12, 2021
Q4 2020
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
20.3K+ 166.78% |
$1.76M - $2.07M
|
32.6K
$3.14M
|
|
|
Feb 08, 2021
Q4 2020
|
F Dx Advisors, Inc.
|
BUY
|
- |
19.5KNew |
$1.68M - $1.98M
|
19.5K
$1.88M
|
|
|
Feb 12, 2021
Q4 2020
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
19.2K+ 1402.27% |
$1.65M - $1.95M
|
20.5K
$1.98M
|
|
|
Feb 03, 2021
Q4 2020
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
19KNew |
$1.64M - $1.93M
|
19K
$1.84M
|
|
|
Jan 12, 2021
Q4 2020
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
17.7K+ 33.39% |
$1.53M - $1.8M
|
70.9K
$6.85M
|
|
|
Feb 16, 2021
Q4 2020
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
17.6K+ 21.63% |
$1.52M - $1.79M
|
99.2K
$9.58M
|
|
|
Feb 16, 2021
Q4 2020
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
17.6KNew |
$1.52M - $1.79M
|
17.6K
$1.7M
|
|
|
Feb 16, 2021
Q4 2020
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
17.4KNew |
$1.5M - $1.76M
|
17.4K
$1.68M
|
|
|
Feb 10, 2021
Q4 2020
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
17KNew |
$1.47M - $1.72M
|
17K
$1.64M
|
|
|
Feb 16, 2021
Q4 2020
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
16.8KNew |
$1.45M - $1.71M
|
16.8K
$1.62M
|
|
|
Jan 13, 2021
Q4 2020
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
16.2K+ 31.04% |
$1.39M - $1.64M
|
68.2K
$6.58M
|
|
|
Feb 16, 2021
Q4 2020
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
15.6K+ 11.1% |
$1.34M - $1.58M
|
156K
$15M
|
|
|
Feb 12, 2021
Q4 2020
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
14.2K+ 263.25% |
$1.23M - $1.45M
|
19.6K
$1.9M
|
|
|
Feb 16, 2021
Q4 2020
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
13.8KNew |
$1.19M - $1.4M
|
13.8K
$1.33M
|
|
|
Feb 12, 2021
Q4 2020
|
Collective Family Office LLC
|
BUY
|
- |
13.5KNew |
$1.16M - $1.37M
|
13.5K
$1.3M
|
|
|
Jan 11, 2021
Q4 2020
|
Tri Star Advisors Inc.
|
BUY
|
- |
13.5K+ 17.54% |
$1.16M - $1.37M
|
90.1K
$8.7M
|
|
|
Feb 10, 2021
Q4 2020
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
13.2K+ 6.71% |
$1.14M - $1.34M
|
211K
$20.3M
|
|
|
Jan 28, 2021
Q4 2020
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
13K+ 316.68% |
$1.12M - $1.32M
|
17.1K
$1.66M
|
|
|
Jan 29, 2021
Q4 2020
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12.5K+ 29.17% |
$1.08M - $1.27M
|
55.5K
$5.36M
|
|
|
Jan 19, 2021
Q4 2020
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
12.4KNew |
$1.07M - $1.26M
|
12.4K
$1.2M
|
|
|
Jan 12, 2021
Q4 2020
|
Cx Institutional
|
BUY
|
- |
12.2K+ 81.48% |
$1.05M - $1.24M
|
27.2K
$2.62M
|
|
|
Jan 26, 2021
Q4 2020
|
Garrett Investment Advisors LLC
|
BUY
|
- |
11.9KNew |
$1.03M - $1.21M
|
11.9K
$1.15M
|
|
|
Feb 16, 2021
Q4 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
11.2K+ 1123.36% |
$963K - $1.13M
|
12.1K
$1.17M
|
|
|
Jan 28, 2021
Q4 2020
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
10.8K+ 19.43% |
$931K - $1.09M
|
66.3K
$6.4M
|
|
|
Jan 26, 2021
Q4 2020
|
Adviser Investments LLC
|
BUY
|
- |
10.8K+ 2.61% |
$930K - $1.09M
|
424K
$40.9M
|
|
|
Jan 29, 2021
Q4 2020
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
10.3K+ 107.01% |
$891K - $1.05M
|
20K
$1.93M
|
|
|
Feb 12, 2021
Q4 2020
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
10.2K+ 1.39% |
$879K - $1.03M
|
743K
$71.8M
|
|
|
Feb 08, 2021
Q4 2020
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
10.1KNew |
$873K - $1.03M
|
10.1K
$977K
|
|
|
Feb 16, 2021
Q4 2020
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
9.91K+ 212.39% |
$855K - $1.01M
|
14.6K
$1.41M
|
|
|
Jan 20, 2021
Q4 2020
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
9.89KNew |
$854K - $1M
|
9.89K
$955K
|
|
|
Feb 10, 2021
Q4 2020
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
9.84KNew |
$849K - $999K
|
9.84K
$950K
|
|
|
Feb 19, 2021
Q4 2020
|
Uma Financial Services, Inc.
|
BUY
|
- |
9.49K+ 15.61% |
$819K - $963K
|
70.3K
$6.78M
|
|
|
Jul 24, 2024
Q4 2020
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
9.36K+ 17.32% |
$808K - $950K
|
63.4K
$6.12M
|
|
|
Mar 25, 2021
Q4 2020
|
Rollins Financial
|
BUY
|
- |
9.21KNew |
$795K - $935K
|
9.21K
$889K
|
|
|
Jan 13, 2021
Q4 2020
|
Brookstone Capital Management
|
BUY
|
- |
9.14K+ 15.41% |
$789K - $928K
|
68.4K
$6.61M
|
|
|
Feb 16, 2021
Q4 2020
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
9.06K+ 7.76% |
$782K - $920K
|
126K
$12.1M
|
|
|
Feb 18, 2021
Q4 2020
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
9.05K+ 170.22% |
$781K - $918K
|
14.4K
$1.39M
|
|
|
Feb 17, 2021
Q4 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.03K+ 31.0% |
$779K - $917K
|
38.2K
$3.69M
|
|
|
Jan 29, 2021
Q4 2020
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
8.8K+ 98.97% |
$760K - $893K
|
17.7K
$1.71M
|
|
|
Feb 08, 2021
Q4 2020
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.71K+ 172.92% |
$752K - $884K
|
13.7K
$1.33M
|
|
|
Jan 29, 2021
Q4 2020
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
8.7K+ 36.84% |
$751K - $883K
|
32.3K
$3.12M
|
|
|
Feb 01, 2021
Q4 2020
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
8.54KNew |
$737K - $867K
|
8.54K
$825K
|
|
|
Feb 16, 2021
Q4 2020
|
Rede Wealth, LLC
|
BUY
|
- |
8.48KNew |
$732K - $861K
|
8.48K
$819K
|
|
|
Feb 12, 2021
Q4 2020
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
8.42K+ 31.35% |
$726K - $855K
|
35.3K
$3.41M
|