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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2021
Q4 2020
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
3K+ 46.86% |
$259K - $304K
|
9.39K
$907K
|
|
|
Feb 12, 2021
Q4 2020
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.97K+ 24.83% |
$256K - $301K
|
14.9K
$1.44M
|
|
|
Jan 08, 2021
Q4 2020
|
Creative Financial Designs Inc
|
BUY
|
- |
2.91K+ 3.59% |
$251K - $296K
|
84.1K
$8.12M
|
|
|
Feb 01, 2021
Q4 2020
|
Prosperity Planning, Inc.
|
BUY
|
- |
2.91KNew |
$251K - $295K
|
2.91K
$281K
|
|
|
Feb 08, 2021
Q4 2020
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.82K+ 20.53% |
$243K - $286K
|
16.5K
$1.6M
|
|
|
Feb 10, 2021
Q4 2020
|
Rfg Holdings, Inc.
|
BUY
|
- |
2.76KNew |
$238K - $280K
|
2.76K
$266K
|
|
|
Feb 12, 2021
Q4 2020
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
2.7K+ 108.52% |
$233K - $274K
|
5.19K
$501K
|
|
|
Feb 03, 2021
Q4 2020
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2.69K+ 5.08% |
$232K - $273K
|
55.6K
$5.37M
|
|
|
Feb 12, 2021
Q4 2020
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
2.64KNew |
$228K - $268K
|
2.64K
$255K
|
|
|
Feb 16, 2021
Q4 2020
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.61K+ 694.93% |
$225K - $265K
|
2.98K
$288K
|
|
|
Jan 20, 2021
Q4 2020
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.6K+ 61.26% |
$224K - $264K
|
6.84K
$660K
|
|
|
Mar 25, 2021
Q4 2020
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
2.59KNew |
$223K - $263K
|
2.59K
$250K
|
|
|
Feb 11, 2021
Q4 2020
|
Orin Green Financial, LLC
|
BUY
|
- |
2.56KNew |
$221K - $260K
|
2.56K
$247K
|
|
|
Feb 05, 2021
Q4 2020
|
Ntv Asset Management LLC
|
BUY
|
- |
2.5KNew |
$216K - $254K
|
2.5K
$241K
|
|
|
Jan 19, 2021
Q4 2020
|
Wambolt & Associates, LLC
|
BUY
|
- |
2.49K+ 12.61% |
$215K - $253K
|
22.3K
$2.15M
|
|
|
Feb 10, 2021
Q4 2020
|
Merriman Wealth Management, LLC
|
BUY
|
- |
2.49K+ 8.86% |
$215K - $253K
|
30.6K
$2.95M
|
|
|
Feb 09, 2021
Q4 2020
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.46K+ 3.8% |
$212K - $250K
|
67.1K
$6.48M
|
|
|
Feb 04, 2021
Q4 2020
|
Lyell Wealth Management, LP
|
BUY
|
- |
2.45KNew |
$211K - $249K
|
2.45K
$237K
|
|
|
Feb 02, 2021
Q4 2020
|
Patten Group, Inc.
|
BUY
|
- |
2.37K+ 9.44% |
$205K - $241K
|
27.5K
$2.66M
|
|
|
Feb 03, 2021
Q4 2020
|
Western Financial Corporation
|
BUY
|
- |
2.35KNew |
$203K - $239K
|
2.35K
$227K
|
|
|
Feb 10, 2021
Q4 2020
|
Financial Counselors Inc
|
BUY
|
- |
2.29K+ 51.9% |
$197K - $232K
|
6.69K
$646K
|
|
|
Feb 09, 2021
Q4 2020
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
2.25KNew |
$194K - $229K
|
2.25K
$217K
|
|
|
Feb 09, 2021
Q4 2020
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.2K+ 5.88% |
$190K - $224K
|
39.6K
$3.83M
|
|
|
Feb 01, 2021
Q4 2020
|
Aspiriant, LLC
|
BUY
|
- |
2.17KNew |
$187K - $220K
|
2.17K
$209K
|
|
|
Feb 11, 2021
Q4 2020
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.15K+ 553.61% |
$185K - $218K
|
2.54K
$245K
|
|
|
Jan 15, 2021
Q4 2020
|
Moneywise, Inc.
|
BUY
|
- |
2.13KNew |
$184K - $216K
|
2.13K
$205K
|
|
|
Feb 04, 2021
Q4 2020
|
Neumann Capital Management, LLC
|
BUY
|
- |
2.13KNew |
$183K - $216K
|
2.13K
$205K
|
|
|
Jan 19, 2021
Q4 2020
|
Lantz Financial LLC
|
BUY
|
- |
2.12KNew |
$183K - $215K
|
2.12K
$205K
|
|
|
Feb 02, 2021
Q4 2020
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
2.1KNew |
$181K - $213K
|
2.1K
$203K
|
|
|
Feb 01, 2021
Q4 2020
|
Tufton Capital Management
|
BUY
|
- |
2.1KNew |
$181K - $213K
|
2.1K
$203K
|
|
|
Feb 02, 2021
Q4 2020
|
Bank Of The West
|
BUY
|
- |
2.08KNew |
$179K - $211K
|
2.08K
$200K
|
|
|
Feb 01, 2021
Q4 2020
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.06KNew |
$178K - $209K
|
2.06K
$199K
|
|
|
Feb 10, 2021
Q4 2020
|
Courier Capital LLC
|
BUY
|
- |
2.06KNew |
$178K - $209K
|
2.06K
$199K
|
|
|
Feb 12, 2021
Q4 2020
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.06K+ 2.76% |
$177K - $209K
|
76.5K
$7.39M
|
|
|
Feb 02, 2021
Q4 2020
|
Parallel Advisors, LLC
|
BUY
|
- |
2.04KNew |
$176K - $207K
|
2.04K
$197K
|
|
|
Feb 03, 2021
Q4 2020
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2.04KNew |
$176K - $207K
|
2.04K
$197K
|
|
|
Jan 11, 2021
Q4 2020
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
2.04KNew |
$176K - $207K
|
2.04K
$197K
|
|
|
Feb 10, 2021
Q4 2020
|
D.A. Davidson & Co.
|
BUY
|
- |
1.99K+ 6.05% |
$172K - $202K
|
34.9K
$3.37M
|
|
|
Feb 04, 2021
Q4 2020
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.99KNew |
$171K - $201K
|
1.99K
$192K
|
|
|
Feb 08, 2021
Q4 2020
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
1.95KNew |
$168K - $198K
|
1.95K
$188K
|
|
|
Feb 10, 2021
Q4 2020
|
Cookson Peirce & CO Inc
|
BUY
|
- |
1.94K+ 53.97% |
$168K - $197K
|
5.55K
$536K
|
|
|
Feb 05, 2021
Q4 2020
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.79KNew |
$154K - $181K
|
1.79K
$173K
|
|
|
Feb 02, 2021
Q4 2020
|
Simplex Trading, LLC
|
BUY
|
- |
1.79KNew |
$154K - $181K
|
1.79K
$172K
|
|
|
Feb 09, 2021
Q4 2020
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.76K+ 4.16% |
$152K - $179K
|
44.2K
$4.26M
|
|
|
Feb 25, 2021
Q4 2020
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
1.75K+ 44.02% |
$151K - $178K
|
5.73K
$553K
|
|
|
Jul 17, 2024
Q4 2020
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1.67K+ 153.49% |
$144K - $170K
|
2.76K
$266K
|
|
|
Feb 16, 2021
Q4 2020
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
1.59KNew |
$137K - $161K
|
1.59K
$153K
|
|
|
Feb 08, 2021
Q4 2020
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.51K+ 24.58% |
$131K - $154K
|
7.67K
$741K
|
|
|
Jan 26, 2021
Q4 2020
|
Private Capital Group, LLC
|
BUY
|
- |
1.49K+ 9.49% |
$129K - $152K
|
17.2K
$1.66M
|
|
|
Feb 16, 2021
Q4 2020
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
1.48K+ 2.2% |
$127K - $150K
|
68.5K
$6.61M
|