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 04, 2021
Q4 2020
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-167- 7.44% |
$14.4K - $17K
|
2.08K
$214K
|
|
|
Feb 09, 2021
Q4 2020
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-171- 64.53% |
$14.8K - $17.4K
|
94
$9.69K
|
|
|
Feb 11, 2021
Q4 2020
|
Citizens Financial Group Inc
|
SELL
|
- |
-172- 3.38% |
$14.8K - $17.5K
|
4.92K
$508K
|
|
|
Feb 16, 2021
Q4 2020
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-173Closed |
$14.9K - $17.6K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-179- 7.56% |
$15.4K - $18.2K
|
2.19K
$226K
|
|
|
Feb 03, 2021
Q4 2020
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-182Closed |
$15.7K - $18.5K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Archer Investment Corp
|
SELL
|
- |
-201- 43.13% |
$17.3K - $20.4K
|
265
$27.3K
|
|
|
Feb 05, 2021
Q4 2020
|
Trilogy Capital Inc.
|
SELL
|
- |
-227- 8.81% |
$19.6K - $23K
|
2.35K
$242K
|
|
|
Feb 11, 2021
Q4 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-231- 6.8% |
$19.9K - $23.4K
|
3.17K
$326K
|
|
|
Feb 12, 2021
Q4 2020
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-241- 0.58% |
$20.8K - $24.5K
|
41.6K
$4.29M
|
|
|
Dec 19, 2024
Q4 2020
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-251- 4.17% |
$21.7K - $25.5K
|
5.77K
$595K
|
|
|
Feb 03, 2021
Q4 2020
|
Valmark Advisers, Inc.
|
SELL
|
- |
-257- 1.04% |
$22.2K - $26.1K
|
24.5K
$2.53M
|
|
|
Feb 12, 2021
Q4 2020
|
Oakworth Capital, Inc.
|
SELL
|
- |
-304- 8.88% |
$26.2K - $30.9K
|
3.12K
$322K
|
|
|
Feb 09, 2021
Q4 2020
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-318- 3.24% |
$27.4K - $32.3K
|
9.5K
$980K
|
|
|
Feb 16, 2021
Q4 2020
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-322Closed |
$27.8K - $32.7K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Advisory Services Network, LLC
|
SELL
|
- |
-336- 0.94% |
$29K - $34.1K
|
35.5K
$3.66M
|
|
|
Feb 03, 2021
Q4 2020
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-349- 5.97% |
$30.1K - $35.4K
|
5.5K
$567K
|
|
|
Jan 28, 2021
Q4 2020
|
Telemus Capital, LLC
|
SELL
|
- |
-355- 1.51% |
$30.6K - $36K
|
23.1K
$2.39M
|
|
|
Feb 08, 2021
Q4 2020
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-356- 9.22% |
$30.7K - $36.1K
|
3.5K
$361K
|
|
|
Feb 04, 2021
Q4 2020
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-362- 3.73% |
$31.2K - $36.7K
|
9.35K
$965K
|
|
|
Jan 28, 2021
Q4 2020
|
Lion Street Advisors, LLC
|
SELL
|
- |
-441- 16.8% |
$38.1K - $44.8K
|
2.18K
$225K
|
|
|
Feb 12, 2021
Q4 2020
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-495- 5.66% |
$42.7K - $50.2K
|
8.26K
$852K
|
|
|
Feb 12, 2021
Q4 2020
|
Means Investment Co., Inc.
|
SELL
|
- |
-516- 11.8% |
$44.5K - $52.4K
|
3.86K
$398K
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-517Closed |
$44.6K - $52.5K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Hyman Charles D
|
SELL
|
- |
-558- 3.18% |
$48.2K - $56.6K
|
17K
$1.75M
|
|
|
Jan 13, 2021
Q4 2020
|
Raymond James Trust N.A.
|
SELL
|
- |
-579- 6.42% |
$50K - $58.8K
|
8.44K
$870K
|
|
|
Feb 10, 2021
Q4 2020
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-600- 5.21% |
$51.8K - $60.9K
|
10.9K
$1.13M
|
|
|
Jan 22, 2021
Q4 2020
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-618- 14.76% |
$53.3K - $62.7K
|
3.57K
$368K
|
|
|
Feb 12, 2021
Q4 2020
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-629- 18.97% |
$54.3K - $63.8K
|
2.69K
$277K
|
|
|
Jan 26, 2021
Q4 2020
|
Hc Financial Advisors Inc
|
SELL
|
- |
-672- 3.22% |
$58K - $68.2K
|
20.2K
$2.08M
|
|
|
Feb 02, 2021
Q4 2020
|
Successful Portfolios LLC
|
SELL
|
- |
-683- 6.67% |
$58.9K - $69.3K
|
9.56K
$986K
|
|
|
Feb 10, 2021
Q4 2020
|
Covenant Partners, LLC
|
SELL
|
- |
-697- 0.44% |
$60.2K - $70.8K
|
157K
$16.2M
|
|
|
Jan 13, 2021
Q4 2020
|
Sheets Smith Wealth Management
|
SELL
|
- |
-702- 2.0% |
$60.6K - $71.3K
|
34.3K
$3.54M
|
|
|
Jan 29, 2021
Q4 2020
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-808- 19.13% |
$69.7K - $82K
|
3.42K
$352K
|
|
|
Jan 13, 2021
Q4 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-822- 1.24% |
$70.9K - $83.4K
|
65.6K
$6.76M
|
|
|
Feb 01, 2021
Q4 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-871- 7.89% |
$75.2K - $88.4K
|
10.2K
$1.05M
|
|
|
Feb 08, 2021
Q4 2020
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-919- 3.34% |
$79.3K - $93.3K
|
26.6K
$2.74M
|
|
|
Jan 13, 2021
Q4 2020
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-973- 2.09% |
$84K - $98.8K
|
45.5K
$4.7M
|
|
|
Feb 09, 2021
Q4 2020
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-988- 6.65% |
$85.3K - $100K
|
13.9K
$1.43M
|
|
|
Feb 08, 2021
Q4 2020
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-1.02K- 15.56% |
$87.6K - $103K
|
5.51K
$568K
|
|
|
Feb 08, 2021
Q4 2020
|
Staley Capital Advisers Inc
|
SELL
|
- |
-1.07K- 0.59% |
$92.3K - $109K
|
181K
$18.7M
|
|
|
Mar 05, 2021
Q4 2020
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-1.08KClosed |
$92.9K - $109K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.1K- 4.07% |
$95K - $112K
|
25.9K
$2.68M
|
|
|
Feb 05, 2021
Q4 2020
|
Motco
|
SELL
|
- |
-1.18KClosed |
$101K - $119K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.21K- 11.7% |
$104K - $123K
|
9.12K
$941K
|
|
|
Feb 16, 2021
Q4 2020
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-1.32K- 4.34% |
$113K - $133K
|
29K
$2.99M
|
|
|
Jan 25, 2021
Q4 2020
|
Affiance Financial, LLC
|
SELL
|
- |
-1.35K- 6.87% |
$116K - $137K
|
18.3K
$1.88M
|
|
|
Jan 25, 2021
Q4 2020
|
Veracity Capital LLC
|
SELL
|
- |
-1.38K- 17.43% |
$119K - $140K
|
6.52K
$673K
|
|
|
Feb 08, 2021
Q4 2020
|
Burleson & Company, LLC
|
SELL
|
- |
-1.39K- 10.53% |
$120K - $141K
|
11.8K
$1.22M
|
|
|
Feb 09, 2021
Q4 2020
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-1.42K- 4.22% |
$123K - $144K
|
32.2K
$3.32M
|