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 25, 2021
Q4 2020
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.45K+ 50.24% |
$125K - $147K
|
4.32K
$426K
|
|
Feb 17, 2021
Q4 2020
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.45K+ 3.17% |
$125K - $147K
|
47.1K
$4.64M
|
|
Feb 16, 2021
Q4 2020
|
Edge Capital Group, LLC
|
BUY
|
- |
1.44K+ 2.86% |
$125K - $146K
|
51.9K
$5.11M
|
|
May 15, 2024
Q4 2020
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.38K+ 33.25% |
$119K - $140K
|
5.54K
$546K
|
|
Jan 29, 2021
Q4 2020
|
Bellwether Advisors, LLC
|
BUY
|
- |
1.38KNew |
$119K - $140K
|
1.38K
$136K
|
|
Feb 09, 2021
Q4 2020
|
Washington Trust CO
|
BUY
|
- |
1.36KNew |
$117K - $138K
|
1.36K
$134K
|
|
Feb 12, 2021
Q4 2020
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.35K+ 36.48% |
$117K - $137K
|
5.06K
$499K
|
|
Feb 04, 2021
Q4 2020
|
Omega Financial Group, LLC
|
BUY
|
- |
1.33K+ 3.89% |
$115K - $135K
|
35.5K
$3.5M
|
|
Jan 15, 2021
Q4 2020
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.31K+ 5466.67% |
$113K - $133K
|
1.34K
$132K
|
|
Feb 09, 2021
Q4 2020
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.28K+ 115.91% |
$110K - $129K
|
2.38K
$234K
|
|
Feb 16, 2021
Q4 2020
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1.21K+ 32.16% |
$104K - $122K
|
4.95K
$488K
|
|
Feb 12, 2021
Q4 2020
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.2K+ 4.3% |
$104K - $122K
|
29.2K
$2.88M
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.15K+ 71.79% |
$98.8K - $116K
|
2.74K
$270K
|
|
Mar 30, 2021
Q4 2020
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.13K+ 4.9% |
$97.2K - $114K
|
24.1K
$2.38M
|
|
Feb 12, 2021
Q4 2020
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.09K+ 0.17% |
$94.4K - $111K
|
633K
$62.4M
|
|
Feb 16, 2021
Q4 2020
|
Ade, LLC
|
BUY
|
- |
1.09KNew |
$94.1K - $111K
|
1.09K
$107K
|
|
Jan 14, 2021
Q4 2020
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.07K+ 17.03% |
$92.6K - $109K
|
7.37K
$727K
|
|
Jan 15, 2021
Q4 2020
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.07K+ 7.21% |
$92.3K - $109K
|
15.9K
$1.57M
|
|
Jan 14, 2021
Q4 2020
|
Larson Financial Group LLC
|
BUY
|
- |
1.04K+ 141.59% |
$89.3K - $105K
|
1.77K
$174K
|
|
Feb 11, 2021
Q4 2020
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.02K+ 29.3% |
$87.7K - $103K
|
4.48K
$442K
|
|
Feb 12, 2021
Q4 2020
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
986+ 3.02% |
$85.1K - $100K
|
33.6K
$3.31M
|
|
Jan 29, 2021
Q4 2020
|
Amg National Trust Bank
|
BUY
|
- |
985+ 21.81% |
$85K - $100K
|
5.5K
$542K
|
|
Jun 07, 2023
Q4 2020
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
972+ 155.02% |
$83.9K - $98.7K
|
1.6K
$158K
|
|
Feb 10, 2021
Q4 2020
|
Strategy Asset Managers LLC
|
BUY
|
- |
969+ 11.34% |
$83.6K - $98.4K
|
9.51K
$938K
|
|
Feb 16, 2021
Q4 2020
|
Wedbush Securities Inc
|
BUY
|
- |
963+ 13.14% |
$83.1K - $97.8K
|
8.29K
$817K
|
|
Jan 11, 2021
Q4 2020
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
957+ 4.64% |
$82.6K - $97.1K
|
21.6K
$2.13M
|
|
Feb 10, 2021
Q4 2020
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
900+ 0.05% |
$77.7K - $91.4K
|
1.71M
$168M
|
|
Feb 04, 2021
Q4 2020
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
845+ 7.46% |
$72.9K - $85.8K
|
12.2K
$1.2M
|
|
Feb 05, 2021
Q4 2020
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
844+ 11.23% |
$72.8K - $85.7K
|
8.36K
$824K
|
|
Jan 25, 2021
Q4 2020
|
Ifp Advisors, Inc
|
BUY
|
- |
807+ 2.87% |
$69.6K - $81.9K
|
29K
$2.86M
|
|
Feb 04, 2021
Q4 2020
|
Glassman Wealth Services
|
BUY
|
- |
767+ 170.44% |
$66.2K - $77.9K
|
1.22K
$120K
|
|
Jan 20, 2021
Q4 2020
|
Bartlett & Co. LLC
|
BUY
|
- |
766+ 1063.89% |
$66.1K - $77.8K
|
838
$82.6K
|
|
Feb 13, 2024
Q4 2020
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
766+ 1063.89% |
$66.1K - $77.8K
|
838
$82.6K
|
|
Dec 01, 2022
Q4 2020
|
Mufg Americas Holdings Corp
|
BUY
|
- |
760+ 0.45% |
$65.6K - $77.1K
|
168K
$16.6M
|
|
Feb 03, 2021
Q4 2020
|
Mufg Americas Holdings Corp
|
BUY
|
- |
760+ 0.45% |
$65.6K - $77.1K
|
168K
$16.6M
|
|
Feb 09, 2021
Q4 2020
|
Blair William & CO
Chicago, IL |
BUY
|
- |
758+ 0.57% |
$65.4K - $76.9K
|
133K
$13.1M
|
|
Feb 11, 2021
Q4 2020
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
752+ 1.5% |
$64.9K - $76.3K
|
50.8K
$5.01M
|
|
Feb 16, 2021
Q4 2020
|
Aspire Private Capital, LLC
|
BUY
|
- |
740+ 15.28% |
$63.9K - $75.1K
|
5.58K
$550K
|
|
Feb 16, 2021
Q4 2020
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
691+ 4.51% |
$59.6K - $70.1K
|
16K
$1.58M
|
|
Jan 22, 2021
Q4 2020
|
Evanson Asset Management, LLC
|
BUY
|
- |
615+ 20.53% |
$53.1K - $62.4K
|
3.61K
$356K
|
|
Jan 27, 2021
Q4 2020
|
James Investment Research Inc
|
BUY
|
- |
606+ 3.93% |
$52.3K - $61.5K
|
16K
$1.58M
|
|
Jan 28, 2021
Q4 2020
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
595New |
$51.3K - $60.4K
|
595
$58.7K
|
|
Jan 15, 2021
Q4 2020
|
First Financial Corp
|
BUY
|
- |
593+ 158.13% |
$51.2K - $60.2K
|
968
$95.4K
|
|
Feb 08, 2021
Q4 2020
|
Mv Capital Management, Inc.
|
BUY
|
- |
556New |
$48K - $56.4K
|
556
$54.8K
|
|
Jan 22, 2021
Q4 2020
|
Sol Capital Management CO
|
BUY
|
- |
550+ 8.2% |
$47.5K - $55.8K
|
7.26K
$716K
|
|
Feb 02, 2021
Q4 2020
|
Savior LLC
|
BUY
|
- |
544New |
$46.9K - $55.2K
|
544
$53.6K
|
|
Feb 18, 2021
Q4 2020
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
543New |
$46.9K - $55.1K
|
543
$53.5K
|
|
Feb 11, 2021
Q4 2020
|
Bison Wealth, LLC
|
BUY
|
- |
523+ 184.81% |
$45.1K - $53.1K
|
806
$79.5K
|
|
Feb 05, 2021
Q4 2020
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
515+ 8.37% |
$44.4K - $52.3K
|
6.67K
$657K
|
|
Feb 12, 2021
Q4 2020
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
509+ 1.82% |
$43.9K - $51.7K
|
28.5K
$2.81M
|