Purchases and Sales Made in Q4 2020 in Msci Eafe Growth ETF (EFG)

EFG Quotes by TradingView

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 22, 2021 Q4 2020
Mgo One Seven LLC

Beachwood, OH
SELL
 -
-1.87K
- 40.61%
$162K - $190K
2.74K $264K
Feb 10, 2021 Q4 2020
Brighton Jones LLC

SELL
 -
-1.95K
- 3.13%
$169K - $198K
60.4K $5.83M
Feb 03, 2021 Q4 2020
Pax Financial Group, LLC

San Antonio, TX
SELL
 -
-1.99K
- 1.08%
$172K - $202K
182K $17.6M
Jan 25, 2021 Q4 2020
Acorn Financial Advisory Services Inc

SELL
 -
-2.24K
Closed
$194K - $228K
0 $0
Feb 17, 2021 Q4 2020
Ascension Capital Advisors, Inc.

Houston, TX
SELL
 -
-2.32K
Closed
$200K - $235K
0 $0
Feb 11, 2021 Q4 2020
Argent Advisors, Inc.

Monroe, LA
SELL
 -
-2.32K
- 32.42%
$200K - $236K
4.84K $467K
Mar 14, 2023 Q4 2020
Private Portfolio Partners LLC

SELL
 -
-2.33K
- 11.24%
$201K - $236K
18.4K $1.77M
Feb 16, 2021 Q4 2020
Private Portfolio Partners LLC

SELL
 -
-2.33K
- 11.24%
$201K - $236K
18.4K $1.77M
Feb 11, 2021 Q4 2020
Steward Partners Investment Advisory, LLC

SELL
 -
-2.35K
- 2.98%
$203K - $238K
76.3K $7.37M
Feb 09, 2021 Q4 2020
Parkside Financial Bank & Trust

SELL
 -
-2.41K
- 6.87%
$208K - $245K
32.7K $3.16M
Feb 05, 2021 Q4 2020
Regions Financial Corp

SELL
 -
-2.58K
Closed
$222K - $262K
0 $0
Jan 28, 2021 Q4 2020
Dowling & Yahnke LLC

San Diego, CA
SELL
 -
-2.83K
- 15.32%
$244K - $287K
15.6K $1.51M
Feb 02, 2021 Q4 2020
Girard Partners Ltd.

SELL
 -
-2.84K
- 5.8%
$245K - $288K
46.1K $4.45M
Feb 10, 2021 Q4 2020
Level Four Advisory Services, LLC

Dallas, TX
SELL
 -
-2.84K
- 17.52%
$245K - $289K
13.4K $1.29M
Feb 16, 2021 Q4 2020
Trek Financial, LLC

Scottsdale, AZ
SELL
 -
-2.9K
- 7.12%
$250K - $295K
37.8K $3.65M
Jan 28, 2021 Q4 2020
Montecito Bank & Trust

SELL
 -
-3.05K
- 37.97%
$263K - $310K
4.98K $481K
Mar 11, 2024 Q4 2020
Hobart Private Capital, LLC

Charlotte, NC
SELL
 -
-3.1K
- 2.91%
$267K - $315K
103K $9.97M
Jan 29, 2021 Q4 2020
Pettinga Financial Advisors, LLC

SELL
 -
-3.22K
- 2.48%
$278K - $327K
126K $12.2M
Feb 11, 2021 Q4 2020
Oppenheimer Asset Management Inc.

New York, NY
SELL
 -
-3.23K
- 4.89%
$278K - $327K
62.8K $6.06M
Feb 12, 2021 Q4 2020
David Katz Matrix Asset Advisors Inc
SELL
 -
-3.45K
Closed
$297K - $350K
0 $0
Feb 16, 2021 Q4 2020
Karpus Management, Inc.

Pittsford, NY
SELL
 -
-3.61K
- 1.82%
$311K - $366K
194K $18.8M
Feb 11, 2021 Q4 2020
Cranbrook Wealth Management, LLC

SELL
 -
-3.7K
- 2.53%
$319K - $375K
142K $13.7M
Jan 26, 2021 Q4 2020
Csenge Advisory Group

SELL
 -
-3.74K
Closed
$323K - $380K
0 $0
Jan 29, 2021 Q4 2020
Cornerstone Wealth Management, LLC

SELL
 -
-3.94K
- 16.64%
$340K - $400K
19.7K $1.9M
Feb 16, 2021 Q4 2020
Fifth Third Bancorp

SELL
 -
-4.15K
- 3.9%
$358K - $421K
102K $9.86M
Feb 05, 2021 Q4 2020
Rda Financial Network

SELL
 -
-4.17K
- 49.49%
$360K - $423K
4.26K $411K
Feb 09, 2021 Q4 2020
Fiera Capital Corp

Montreal, A8
SELL
 -
-4.22K
- 26.88%
$364K - $428K
11.5K $1.11M
Feb 08, 2021 Q4 2020
Wakefield Asset Management Lllp

Englewood, CO
SELL
 -
-4.26K
- 3.11%
$367K - $432K
133K $12.8M
Feb 16, 2021 Q4 2020
One Capital Management, LLC

Westlake Village, CA
SELL
 -
-4.52K
- 9.08%
$390K - $459K
45.3K $4.37M
Jan 27, 2023 Q4 2020
Gladstone Institutional Advisory LLC

Boca Raton, FL
SELL
 -
-4.54K
- 53.41%
$392K - $461K
3.96K $382K
Feb 04, 2021 Q4 2020
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-4.88K
- 6.14%
$421K - $495K
74.6K $7.2M
Jan 15, 2021 Q4 2020
Nbt Bank N A

SELL
 -
-5.03K
- 2.39%
$434K - $510K
205K $19.8M
Jan 22, 2021 Q4 2020
Relaxing Retirement Coach

SELL
 -
-5.22K
- 50.0%
$451K - $530K
5.22K $504K
Feb 02, 2021 Q4 2020
Rfg Advisory, LLC

Birmingham, AL
SELL
 -
-5.75K
- 9.08%
$497K - $584K
57.6K $5.57M
Jan 29, 2021 Q4 2020
Concorde Asset Management, LLC

SELL
 -
-5.82K
- 10.04%
$503K - $591K
52.2K $5.04M
Jan 14, 2021 Q4 2020
Waller Financial Planning Group, Inc

SELL
 -
-5.93K
- 9.01%
$512K - $602K
59.9K $5.79M
Feb 09, 2021 Q4 2020
Comerica Securities,Inc.

SELL
 -
-6.05K
- 7.06%
$522K - $614K
79.6K $7.69M
Feb 02, 2021 Q4 2020
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-6.2K
- 6.02%
$535K - $630K
96.9K $9.36M
Feb 05, 2021 Q4 2020
Lincoln National Corp

SELL
 -
-7K
- 62.6%
$604K - $711K
4.18K $404K
Feb 10, 2021 Q4 2020
Western Wealth Management, LLC

SELL
 -
-7.02K
- 38.65%
$606K - $712K
11.1K $1.08M
Feb 11, 2021 Q4 2020
Commonwealth Equity Services, LLC

SELL
 -
-7.46K
- 1.15%
$643K - $757K
639K $61.7M
Feb 12, 2021 Q4 2020
Financial Advocates Investment Management

Olympia, WA
SELL
 -
-8.14K
- 64.92%
$702K - $826K
4.4K $425K
Feb 17, 2021 Q4 2020
Crestone Asset Management LLC

SELL
 -
-9.01K
- 6.15%
$777K - $914K
137K $13.3M
Jan 11, 2021 Q4 2020
True Private Wealth Advisors

SELL
 -
-9.2K
- 44.14%
$794K - $933K
11.6K $1.12M
Feb 16, 2021 Q4 2020
Northern Oak Wealth Management Inc

Milwaukee, WI
SELL
 -
-9.73K
- 24.54%
$840K - $988K
29.9K $2.89M
Jan 13, 2021 Q4 2020
Stone House Investment Management, LLC

SELL
 -
-10.5K
- 7.89%
$909K - $1.07M
123K $11.9M
Feb 04, 2021 Q4 2020
Sharkey, Howes & Javer

SELL
 -
-10.6K
- 9.06%
$917K - $1.08M
107K $10.3M
Feb 02, 2021 Q4 2020
Koshinski Asset Management, Inc.

SELL
 -
-10.7K
- 42.06%
$920K - $1.08M
14.7K $1.42M
Feb 12, 2021 Q4 2020
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-11K
- 0.76%
$947K - $1.11M
1.43M $138M

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