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 12, 2021
Q4 2020
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
493+ 2.55% |
$42.5K - $50K
|
19.8K
$1.91M
|
|
|
Feb 12, 2021
Q4 2020
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
480+ 8.0% |
$41.4K - $48.7K
|
6.48K
$626K
|
|
|
Feb 16, 2021
Q4 2020
|
Colony Group LLC
Boston, MA |
BUY
|
- |
451+ 0.7% |
$38.9K - $45.8K
|
64.9K
$6.26M
|
|
|
Jan 21, 2021
Q4 2020
|
Wolff Financial Management LLC
|
BUY
|
- |
440+ 3.29% |
$38K - $44.7K
|
13.8K
$1.33M
|
|
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
BUY
|
- |
435+ 1.79% |
$37.5K - $44.2K
|
24.8K
$2.39M
|
|
|
Feb 04, 2021
Q4 2020
|
Atwood & Palmer Inc
|
BUY
|
- |
407New |
$35.1K - $41.3K
|
407
$39.3K
|
|
|
Feb 12, 2021
Q4 2020
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
399New |
$34.4K - $40.5K
|
399
$38.5K
|
|
|
Jan 14, 2021
Q4 2020
|
Professional Financial Advisors, LLC
|
BUY
|
- |
382+ 248.05% |
$33K - $38.8K
|
536
$51.8K
|
|
|
Jan 13, 2021
Q4 2020
|
Global Retirement Partners, LLC
|
BUY
|
- |
315+ 24.06% |
$27.2K - $32K
|
1.62K
$157K
|
|
|
Feb 12, 2021
Q4 2020
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
298+ 10.7% |
$25.7K - $30.2K
|
3.08K
$298K
|
|
|
Feb 04, 2021
Q4 2020
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
286+ 2.3% |
$24.7K - $29K
|
12.7K
$1.23M
|
|
|
Feb 08, 2021
Q4 2020
|
Mcmillion Capital Management Inc
|
BUY
|
- |
270New |
$23.3K - $27.4K
|
270
$26.1K
|
|
|
Feb 12, 2021
Q4 2020
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
243New |
$21K - $24.7K
|
243
$23.5K
|
|
|
Feb 09, 2021
Q4 2020
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
232+ 0.33% |
$20K - $23.6K
|
71K
$6.86M
|
|
|
Jan 29, 2021
Q4 2020
|
Key F Inancial Inc
|
BUY
|
- |
215+ 1.06% |
$18.6K - $21.8K
|
20.4K
$1.97M
|
|
|
Feb 16, 2021
Q4 2020
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
206+ 381.48% |
$17.8K - $20.9K
|
260
$25.1K
|
|
|
Feb 26, 2021
Q4 2020
|
Rmr Wealth Builders
|
BUY
|
- |
204New |
$17.6K - $20.7K
|
204
$19.7K
|
|
|
Jan 26, 2021
Q4 2020
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
201+ 0.1% |
$17.3K - $20.4K
|
206K
$19.9M
|
|
|
Feb 05, 2021
Q4 2020
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
176New |
$15.2K - $17.9K
|
176
$17K
|
|
|
Feb 10, 2021
Q4 2020
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
169New |
$14.6K - $17.2K
|
169
$16.3K
|
|
|
Feb 17, 2021
Q4 2020
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
169+ 3.58% |
$14.6K - $17.2K
|
4.89K
$473K
|
|
|
Feb 11, 2021
Q4 2020
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
169+ 172.45% |
$14.6K - $17.2K
|
267
$25.8K
|
|
|
Feb 16, 2021
Q4 2020
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
156+ 0.45% |
$13.5K - $15.8K
|
34.6K
$3.34M
|
|
|
Jan 28, 2021
Q4 2020
|
Comerica Bank
|
BUY
|
- |
156+ 1.86% |
$13.5K - $15.8K
|
8.56K
$827K
|
|
|
Jan 15, 2021
Q4 2020
|
Cva Family Office, LLC
|
BUY
|
- |
155+ 4.4% |
$13.4K - $15.7K
|
3.68K
$355K
|
|
|
Feb 12, 2021
Q4 2020
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
153+ 3.77% |
$13.2K - $15.5K
|
4.21K
$406K
|
|
|
Feb 08, 2021
Q4 2020
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
144New |
$12.4K - $14.6K
|
144
$13.9K
|
|
|
Jan 25, 2021
Q4 2020
|
Ledyard National Bank
|
BUY
|
- |
144+ 6.26% |
$12.4K - $14.6K
|
2.44K
$236K
|
|
|
Feb 09, 2021
Q4 2020
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
143+ 0.31% |
$12.3K - $14.5K
|
45.7K
$4.41M
|
|
|
Feb 12, 2021
Q4 2020
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
139+ 0.04% |
$12K - $14.1K
|
315K
$30.4M
|
|
|
Aug 16, 2024
Q4 2020
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
134+ 0.61% |
$11.6K - $13.6K
|
21.9K
$2.12M
|
|
|
Feb 04, 2021
Q4 2020
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
132+ 4.0% |
$11.4K - $13.4K
|
3.43K
$331K
|
|
|
Jan 13, 2021
Q4 2020
|
Davenport & CO LLC
|
BUY
|
- |
129+ 5.07% |
$11.1K - $13.1K
|
2.67K
$258K
|
|
|
Feb 11, 2021
Q4 2020
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
128+ 1.74% |
$11K - $13K
|
7.5K
$725K
|
|
|
Jan 26, 2021
Q4 2020
|
Allworth Financial LP
|
BUY
|
- |
114New |
$9.84K - $11.6K
|
114
$11K
|
|
|
Feb 04, 2021
Q4 2020
|
Lvw Advisors, LLC
|
BUY
|
- |
100+ 0.22% |
$8.63K - $10.2K
|
46.6K
$4.5M
|
|
|
Feb 12, 2021
Q4 2020
|
Brown Advisory Inc
|
BUY
|
- |
97+ 0.67% |
$8.37K - $9.85K
|
14.6K
$1.41M
|
|
|
Jan 11, 2021
Q4 2020
|
Ma Private Wealth
|
BUY
|
- |
91+ 0.22% |
$7.85K - $9.24K
|
41K
$3.96M
|
|
|
Feb 03, 2021
Q4 2020
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
90New |
$7.77K - $9.14K
|
90
$8.69K
|
|
|
Feb 16, 2021
Q4 2020
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
89New |
$7.68K - $9.03K
|
89
$8.59K
|
|
|
Feb 10, 2021
Q4 2020
|
Assetmark, Inc
|
BUY
|
- |
88New |
$7.59K - $8.93K
|
88
$8.5K
|
|
|
Jan 02, 2024
Q4 2020
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
66+ 13.28% |
$5.7K - $6.7K
|
563
$54.4K
|
|
|
Feb 12, 2021
Q4 2020
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
58New |
$5.01K - $5.89K
|
58
$5.6K
|
|
|
Jan 15, 2021
Q4 2020
|
Guidance Point Advisors, LLC
|
BUY
|
- |
55+ 0.85% |
$4.75K - $5.58K
|
6.53K
$630K
|
|
|
Jan 09, 2024
Q4 2020
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
52+ 12.78% |
$4.49K - $5.28K
|
459
$44.3K
|
|
|
Feb 05, 2021
Q4 2020
|
Element Wealth, LLC
|
BUY
|
- |
50New |
$4.32K - $5.08K
|
50
$4.83K
|
|
|
Feb 16, 2021
Q4 2020
|
Concord Wealth Partners
|
BUY
|
- |
49New |
$4.23K - $4.97K
|
49
$4.73K
|
|
|
Feb 16, 2021
Q4 2020
|
Townsquare Capital LLC
|
BUY
|
- |
44+ 1.7% |
$3.8K - $4.47K
|
2.63K
$254K
|
|
|
Jan 26, 2021
Q4 2020
|
Pinnacle Associates LTD
|
BUY
|
- |
41+ 0.38% |
$3.54K - $4.16K
|
10.9K
$1.05M
|
|
|
Feb 11, 2021
Q4 2020
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
36+ 0.07% |
$3.11K - $3.65K
|
52.6K
$5.08M
|