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 26, 2021
Q4 2020
|
Pinnacle Associates LTD
|
BUY
|
- |
41+ 0.38% |
$3.54K - $4.16K
|
10.9K
$1.12M
|
|
|
Feb 11, 2021
Q4 2020
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
36+ 0.07% |
$3.11K - $3.65K
|
52.6K
$5.42M
|
|
|
Feb 11, 2021
Q4 2020
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
35+ 0.66% |
$3.02K - $3.55K
|
5.38K
$555K
|
|
|
Feb 08, 2021
Q4 2020
|
Wrapmanager Inc
|
BUY
|
- |
31+ 1.28% |
$2.68K - $3.15K
|
2.46K
$254K
|
|
|
Feb 11, 2021
Q4 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
31+ 0.06% |
$2.68K - $3.15K
|
50K
$5.16M
|
|
|
Feb 11, 2021
Q4 2020
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
29+ 1.28% |
$2.5K - $2.94K
|
2.3K
$237K
|
|
|
Feb 08, 2021
Q4 2020
|
Evensky & Katz LLC
|
BUY
|
- |
26+ 0.29% |
$2.24K - $2.64K
|
8.9K
$918K
|
|
|
Feb 04, 2021
Q4 2020
|
Trustcore Financial Services, LLC
|
BUY
|
- |
24New |
$2.07K - $2.44K
|
24
$2.48K
|
|
|
May 24, 2021
Q4 2020
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
21New |
$1.81K - $2.13K
|
21
$2.17K
|
|
|
May 17, 2021
Q4 2020
|
Money Concepts Capital Corp
|
BUY
|
- |
17New |
$1.47K - $1.73K
|
17
$1.75K
|
|
|
Jun 23, 2021
Q4 2020
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
12+ 0.01% |
$1.04K - $1.22K
|
84K
$8.66M
|
|
|
Feb 12, 2021
Q4 2020
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
11+ 0.29% |
$949 - $1.12K
|
3.8K
$392K
|
|
|
Sep 08, 2021
Q4 2020
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
6New |
$518 - $609
|
6
$619
|
|
|
Feb 22, 2021
Q4 2020
|
Retirement Group, LLC
|
BUY
|
- |
2+ 0.3% |
$173 - $203
|
664
$68.5K
|
|
|
Feb 09, 2021
Q4 2020
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2+ 0.41% |
$173 - $203
|
486
$50.1K
|
|
|
Jan 28, 2021
Q4 2020
|
Goal Vest Advisory LLC
|
BUY
|
- |
2New |
$173 - $203
|
2
$206
|
|
|
Feb 03, 2021
Q4 2020
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1+ 0.19% |
$86.3 - $102
|
530
$54.7K
|
|
|
Jan 21, 2021
Q4 2020
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
1+ 0.02% |
$86.3 - $102
|
4.49K
$463K
|
|
|
Jan 27, 2021
Q4 2020
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.21% |
$86.3 - $102
|
485
$50K
|
|
|
Feb 10, 2021
Q4 2020
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1+ 0.02% |
$86.3 - $102
|
4.48K
$462K
|
|
|
Feb 02, 2021
Q4 2020
|
Townsend Asset Management Corp
|
BUY
|
- |
1+ 1.67% |
$86.3 - $102
|
61
$6.29K
|
|
|
Feb 04, 2021
Q4 2020
|
New Square Capital LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
May 19, 2021
Q4 2020
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4- 0.02% |
$345 - $406
|
16.2K
$1.67M
|
|
|
Feb 02, 2021
Q4 2020
|
First Pacific Financial
|
SELL
|
- |
-11- 0.06% |
$949 - $1.12K
|
19.4K
$2M
|
|
|
Feb 08, 2021
Q4 2020
|
Jacobi Capital Management LLC
|
SELL
|
- |
-16Closed |
$1.38K - $1.62K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-18- 0.32% |
$1.55K - $1.83K
|
5.67K
$585K
|
|
|
Feb 16, 2021
Q4 2020
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-18- 0.34% |
$1.55K - $1.83K
|
5.29K
$545K
|
|
|
Jan 14, 2021
Q4 2020
|
Bogart Wealth, LLC
|
SELL
|
- |
-26- 0.08% |
$2.24K - $2.64K
|
34.3K
$3.54M
|
|
|
Jan 20, 2021
Q4 2020
|
Tsfg, LLC
|
SELL
|
- |
-28- 12.96% |
$2.42K - $2.84K
|
188
$19.4K
|
|
|
Feb 09, 2021
Q4 2020
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-29Closed |
$2.5K - $2.94K
|
0
$0
|
|
|
Jan 19, 2021
Q4 2020
|
Autus Asset Management, LLC
|
SELL
|
- |
-30- 0.19% |
$2.59K - $3.05K
|
16K
$1.65M
|
|
|
Jan 19, 2021
Q4 2020
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-33- 1.17% |
$2.85K - $3.35K
|
2.8K
$289K
|
|
|
Feb 09, 2021
Q4 2020
|
Bar Harbor Trust Services
Ellsworth, ME |
SELL
|
- |
-46- 1.31% |
$3.97K - $4.67K
|
3.46K
$356K
|
|
|
Feb 11, 2021
Q4 2020
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-49- 1.66% |
$4.23K - $4.97K
|
2.9K
$299K
|
|
|
Feb 16, 2021
Q4 2020
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-49- 1.04% |
$4.23K - $4.97K
|
4.65K
$479K
|
|
|
Feb 05, 2021
Q4 2020
|
Horan Securities, Inc.
|
SELL
|
- |
-52Closed |
$4.49K - $5.28K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
F3 Logic, LLC
|
SELL
|
- |
-53- 1.12% |
$4.57K - $5.38K
|
4.69K
$483K
|
|
|
Jan 29, 2021
Q4 2020
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-55- 1.22% |
$4.75K - $5.58K
|
4.47K
$461K
|
|
|
Jan 29, 2021
Q4 2020
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-68- 2.92% |
$5.87K - $6.9K
|
2.26K
$233K
|
|
|
Feb 12, 2021
Q4 2020
|
Prospera Financial Services Inc
|
SELL
|
- |
-83- 3.49% |
$7.16K - $8.43K
|
2.29K
$237K
|
|
|
Feb 04, 2021
Q4 2020
|
Ellevest, Inc.
|
SELL
|
- |
-98Closed |
$8.46K - $9.95K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-103- 1.23% |
$8.89K - $10.5K
|
8.28K
$854K
|
|
|
Apr 19, 2022
Q4 2020
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-108- 0.92% |
$9.32K - $11K
|
11.7K
$1.2M
|
|
|
Feb 09, 2021
Q4 2020
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-120- 0.86% |
$10.4K - $12.2K
|
13.8K
$1.42M
|
|
|
Jan 29, 2021
Q4 2020
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-129- 0.27% |
$11.1K - $13.1K
|
48.4K
$4.99M
|
|
|
Feb 16, 2021
Q4 2020
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-137Closed |
$11.8K - $13.9K
|
0
$0
|
|
|
Jan 26, 2021
Q4 2020
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-144- 0.46% |
$12.4K - $14.6K
|
31.2K
$3.22M
|
|
|
Feb 10, 2021
Q4 2020
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-148- 0.37% |
$12.8K - $15K
|
40.3K
$4.16M
|
|
|
Jan 14, 2021
Q4 2020
|
Vigilare Wealth Management
|
SELL
|
- |
-153- 1.24% |
$13.2K - $15.5K
|
12.2K
$1.26M
|
|
|
Feb 08, 2021
Q4 2020
|
Ifg Advisory, LLC
|
SELL
|
- |
-154- 1.82% |
$13.3K - $15.6K
|
8.32K
$858K
|