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
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
8.29K+ 56.48% |
$715K - $842K
|
23K
$2.22M
|
|
|
Feb 12, 2021
Q4 2020
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.89K+ 2.9% |
$681K - $801K
|
280K
$27.1M
|
|
|
Feb 09, 2021
Q4 2020
|
Arkadios Wealth Advisors
|
BUY
|
- |
7.75K+ 2028.53% |
$669K - $787K
|
8.13K
$785K
|
|
|
Jan 08, 2024
Q4 2020
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
7.34K+ 20.44% |
$633K - $745K
|
43.2K
$4.18M
|
|
|
Feb 04, 2021
Q4 2020
|
Advisor Net Financial, Inc
|
BUY
|
- |
7.17K+ 19.02% |
$619K - $728K
|
44.9K
$4.33M
|
|
|
Feb 16, 2021
Q4 2020
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.78K+ 8.19% |
$585K - $688K
|
89.5K
$8.64M
|
|
|
Feb 12, 2021
Q4 2020
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.71K+ 89.8% |
$579K - $681K
|
14.2K
$1.37M
|
|
|
Feb 11, 2021
Q4 2020
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.67K+ 52.96% |
$576K - $677K
|
19.3K
$1.86M
|
|
|
Feb 16, 2021
Q4 2020
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.5K+ 17.81% |
$561K - $660K
|
43K
$4.15M
|
|
|
Jan 29, 2021
Q4 2020
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
6.42K+ 78.64% |
$554K - $652K
|
14.6K
$1.41M
|
|
|
Oct 18, 2024
Q4 2020
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
6.4K+ 33.02% |
$552K - $650K
|
25.8K
$2.49M
|
|
|
Feb 05, 2021
Q4 2020
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
6.32K+ 80.35% |
$546K - $642K
|
14.2K
$1.37M
|
|
|
Apr 19, 2024
Q4 2020
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6.15KNew |
$531K - $624K
|
6.15K
$594K
|
|
|
Feb 12, 2021
Q4 2020
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.89K+ 381.78% |
$508K - $598K
|
7.43K
$717K
|
|
|
Mar 04, 2021
Q4 2020
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
5.81KNew |
$501K - $590K
|
5.81K
$561K
|
|
|
Feb 12, 2021
Q4 2020
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
5.72K+ 11.42% |
$494K - $581K
|
55.8K
$5.39M
|
|
|
Jan 29, 2021
Q4 2020
|
Macroview Investment Management LLC
|
BUY
|
- |
5.72K+ 32.44% |
$493K - $580K
|
23.3K
$2.25M
|
|
|
Feb 11, 2021
Q4 2020
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
5.65K+ 7.62% |
$488K - $574K
|
79.9K
$7.71M
|
|
|
Feb 11, 2021
Q4 2020
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
5.58K+ 189.58% |
$482K - $567K
|
8.53K
$824K
|
|
|
Mar 01, 2021
Q4 2020
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
5.58KNew |
$482K - $566K
|
5.58K
$539K
|
|
|
Jan 26, 2021
Q4 2020
|
Pfg Advisors
|
BUY
|
- |
5.47K+ 88.98% |
$472K - $556K
|
11.6K
$1.12M
|
|
|
Feb 05, 2021
Q4 2020
|
D. Scott Neal, Inc.
|
BUY
|
- |
5.19K+ 10.3% |
$448K - $527K
|
55.6K
$5.37M
|
|
|
Feb 16, 2021
Q4 2020
|
Capital Planning LLC
|
BUY
|
- |
5.15KNew |
$444K - $522K
|
5.15K
$497K
|
|
|
Jan 25, 2021
Q4 2020
|
Centaurus Financial, Inc.
|
BUY
|
- |
5.12K+ 33.69% |
$442K - $520K
|
20.3K
$1.96M
|
|
|
Jan 22, 2021
Q4 2020
|
Cypress Wealth Services, LLC
|
BUY
|
- |
4.91K+ 6.35% |
$423K - $498K
|
82.2K
$7.94M
|
|
|
Feb 04, 2021
Q4 2020
|
Latitude Advisors, LLC
|
BUY
|
- |
4.86KNew |
$419K - $493K
|
4.86K
$469K
|
|
|
Feb 03, 2021
Q4 2020
|
Kaizen Financial Strategies
|
BUY
|
- |
4.83KNew |
$416K - $490K
|
4.83K
$466K
|
|
|
Feb 12, 2021
Q4 2020
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
4.71KNew |
$406K - $478K
|
4.71K
$455K
|
|
|
Jan 15, 2021
Q4 2020
|
4 J Wealth Management LLC
|
BUY
|
- |
4.16KNew |
$359K - $422K
|
4.16K
$401K
|
|
|
Feb 10, 2021
Q4 2020
|
Stephens Inc
|
BUY
|
- |
4.03KNew |
$348K - $409K
|
4.03K
$389K
|
|
|
Feb 16, 2021
Q4 2020
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.96KNew |
$342K - $402K
|
3.96K
$382K
|
|
|
Feb 09, 2021
Q4 2020
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.96K+ 6.45% |
$342K - $402K
|
65.3K
$6.31M
|
|
|
Jan 19, 2021
Q4 2020
|
Tap Consulting, LLC
|
BUY
|
- |
3.78K+ 13.74% |
$326K - $383K
|
31.2K
$3.02M
|
|
|
Feb 04, 2021
Q4 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
3.68KNew |
$318K - $374K
|
3.68K
$355K
|
|
|
Jan 15, 2021
Q4 2020
|
Beacon Financial Group
|
BUY
|
- |
3.68KNew |
$317K - $373K
|
3.68K
$355K
|
|
|
Feb 12, 2021
Q4 2020
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.6K+ 130.84% |
$311K - $366K
|
6.36K
$614K
|
|
|
Apr 01, 2021
Q4 2020
|
Private Advisor Group, LLC
|
BUY
|
- |
3.56K+ 13.97% |
$307K - $361K
|
29K
$2.8M
|
|
|
Jan 25, 2021
Q4 2020
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
3.55K+ 7.45% |
$306K - $360K
|
51.2K
$4.94M
|
|
|
Feb 18, 2021
Q4 2020
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
3.53KNew |
$305K - $358K
|
3.53K
$341K
|
|
|
Jan 19, 2021
Q4 2020
|
Mission Wealth Management, LP
|
BUY
|
- |
3.53K+ 24.25% |
$304K - $358K
|
18.1K
$1.74M
|
|
|
Feb 10, 2021
Q4 2020
|
Flc Capital Advisors
|
BUY
|
- |
3.5K+ 4.66% |
$302K - $355K
|
78.7K
$7.6M
|
|
|
Jan 21, 2021
Q4 2020
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.5KNew |
$302K - $355K
|
3.5K
$338K
|
|
|
Feb 12, 2021
Q4 2020
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
3.36K+ 19.55% |
$290K - $341K
|
20.5K
$1.98M
|
|
|
Feb 16, 2021
Q4 2020
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
3.35KNew |
$289K - $340K
|
3.35K
$324K
|
|
|
Feb 09, 2021
Q4 2020
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.32KNew |
$286K - $337K
|
3.32K
$320K
|
|
|
Jan 27, 2021
Q4 2020
|
Atlas Private Wealth Management
|
BUY
|
- |
3.23KNew |
$278K - $328K
|
3.23K
$312K
|
|
|
Feb 03, 2021
Q4 2020
|
Stone X Group Inc.
|
BUY
|
- |
3.14K+ 78.28% |
$271K - $318K
|
7.14K
$690K
|
|
|
Feb 16, 2021
Q4 2020
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.11K+ 23.95% |
$269K - $316K
|
16.1K
$1.56M
|
|
|
Feb 16, 2021
Q4 2020
|
55 I, LLC
Boston, MA |
BUY
|
- |
3.1K+ 0.49% |
$267K - $314K
|
635K
$61.3M
|
|
|
Feb 16, 2021
Q4 2020
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
3.07KNew |
$265K - $312K
|
3.07K
$297K
|