Purchases and Sales Made in Q4 2021 in Msci Eafe Growth ETF (EFG)
This table provides information about the institutional ownership of Msci Eafe Growth ETF (EFG) during Q4 2021. 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 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
557New |
$58.5K - $63.2K
|
557
$54.7K
|
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
551+ 9.69% |
$57.9K - $62.5K
|
6.24K
$613K
|
|
|
Feb 07, 2022
Q4 2021
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
551+ 4.97% |
$57.9K - $62.5K
|
11.6K
$1.14M
|
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
546+ 11.49% |
$57.4K - $61.9K
|
5.3K
$520K
|
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
536+ 3.04% |
$56.3K - $60.8K
|
18.1K
$1.78M
|
|
|
Feb 10, 2022
Q4 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
516+ 25.07% |
$54.2K - $58.5K
|
2.57K
$253K
|
|
|
Feb 01, 2022
Q4 2021
|
Telemus Capital, LLC
|
BUY
|
- |
514+ 2.32% |
$54K - $58.3K
|
22.7K
$2.23M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
511+ 17.36% |
$53.7K - $58K
|
3.46K
$340K
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
510+ 6.54% |
$53.6K - $57.9K
|
8.3K
$816K
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
506New |
$53.2K - $57.4K
|
506
$49.7K
|
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
505+ 15.84% |
$53.1K - $57.3K
|
3.69K
$363K
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
501+ 26.0% |
$52.6K - $56.8K
|
2.43K
$239K
|
|
|
Feb 11, 2022
Q4 2021
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
494+ 11.17% |
$51.9K - $56K
|
4.92K
$483K
|
|
|
Feb 02, 2022
Q4 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
493+ 9.17% |
$51.8K - $55.9K
|
5.87K
$577K
|
|
|
Feb 08, 2022
Q4 2021
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
492+ 22.59% |
$51.7K - $55.8K
|
2.67K
$262K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
487+ 23.28% |
$51.2K - $55.2K
|
2.58K
$253K
|
|
|
Feb 07, 2022
Q4 2021
|
Atlas Private Wealth Management
|
BUY
|
- |
481+ 6.66% |
$50.5K - $54.6K
|
7.7K
$757K
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
475New |
$49.9K - $53.9K
|
475
$46.7K
|
|
|
Feb 10, 2022
Q4 2021
|
Shore Point Advisors, LLC
|
BUY
|
- |
472New |
$49.6K - $53.5K
|
472
$46.4K
|
|
|
Jan 19, 2022
Q4 2021
|
Key F Inancial Inc
|
BUY
|
- |
462+ 1.43% |
$48.5K - $52.4K
|
32.8K
$3.23M
|
|
|
Feb 14, 2022
Q4 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
454+ 5.1% |
$47.7K - $51.5K
|
9.35K
$919K
|
|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
443+ 4.4% |
$46.5K - $50.3K
|
10.5K
$1.03M
|
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
434+ 11.02% |
$45.6K - $49.2K
|
4.37K
$430K
|
|
|
Aug 12, 2024
Q4 2021
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
398New |
$41.8K - $45.1K
|
398
$39.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Means Investment Co., Inc.
|
BUY
|
- |
388+ 10.01% |
$40.8K - $44K
|
4.27K
$419K
|
|
|
Jan 09, 2024
Q4 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
377+ 29.43% |
$39.6K - $42.8K
|
1.66K
$163K
|
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
375New |
$39.4K - $42.5K
|
375
$36.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
360+ 22.5% |
$37.8K - $40.8K
|
1.96K
$193K
|
|
|
Feb 14, 2022
Q4 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
358+ 223.75% |
$37.6K - $40.6K
|
518
$50.9K
|
|
|
Jan 26, 2022
Q4 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
338+ 0.17% |
$35.5K - $38.3K
|
202K
$19.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
338+ 1.71% |
$35.5K - $38.3K
|
20.1K
$1.98M
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
337New |
$35.4K - $38.2K
|
337
$33.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
332+ 830.0% |
$34.9K - $37.7K
|
372
$36.6K
|
|
|
Feb 03, 2022
Q4 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
330+ 0.26% |
$34.7K - $37.4K
|
125K
$12.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
323+ 1.01% |
$33.9K - $36.6K
|
32.2K
$3.17M
|
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
322New |
$33.8K - $36.5K
|
322
$31.6K
|
|
|
Jan 26, 2022
Q4 2021
|
Rhs Financial, LLC
|
BUY
|
- |
319+ 8.23% |
$33.5K - $36.2K
|
4.2K
$412K
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
BUY
|
- |
312+ 65.0% |
$32.8K - $35.4K
|
792
$77.8K
|
|
|
Feb 09, 2022
Q4 2021
|
Stegner Investment Associates Inc.
|
BUY
|
- |
305+ 2.72% |
$32K - $34.6K
|
11.5K
$1.13M
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
299+ 1.18% |
$31.4K - $33.9K
|
25.7K
$2.53M
|
|
|
Jan 28, 2022
Q4 2021
|
Bank Of The West
|
BUY
|
- |
297+ 14.31% |
$31.2K - $33.7K
|
2.37K
$233K
|
|
|
Feb 01, 2022
Q4 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
289+ 1.28% |
$30.4K - $32.8K
|
22.9K
$2.25M
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
288+ 102.86% |
$30.3K - $32.7K
|
568
$55.8K
|
|
|
Jan 14, 2022
Q4 2021
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
282New |
$29.6K - $32K
|
282
$27.7K
|
|
|
Jan 31, 2022
Q4 2021
|
Diversified, LLC
|
BUY
|
- |
274+ 11.69% |
$28.8K - $31.1K
|
2.62K
$257K
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
263New |
$27.6K - $29.8K
|
263
$25.8K
|
|
|
Dec 13, 2023
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
261+ 6.87% |
$27.4K - $29.6K
|
4.06K
$399K
|
|
|
Feb 14, 2022
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
261+ 6.87% |
$27.4K - $29.6K
|
4.06K
$399K
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
252+ 3.04% |
$26.5K - $28.6K
|
8.53K
$838K
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
232+ 5.21% |
$24.4K - $26.3K
|
4.69K
$461K
|