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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
45New |
$4.73K - $5.1K
|
45
$4.44K
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
41+ 0.6% |
$4.31K - $4.65K
|
6.87K
$677K
|
|
|
Feb 10, 2022
Q4 2021
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
40New |
$4.2K - $4.54K
|
40
$3.94K
|
|
|
Feb 10, 2022
Q4 2021
|
3 D/L Capital Management, LLC
|
BUY
|
- |
39+ 0.79% |
$4.1K - $4.42K
|
4.96K
$489K
|
|
|
Feb 11, 2022
Q4 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
39New |
$4.1K - $4.42K
|
39
$3.85K
|
|
|
Feb 11, 2022
Q4 2021
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
37+ 0.63% |
$3.89K - $4.2K
|
5.89K
$581K
|
|
|
Apr 28, 2022
Q4 2021
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
35New |
$3.68K - $3.97K
|
35
$3.45K
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
32+ 1.32% |
$3.36K - $3.63K
|
2.46K
$243K
|
|
|
Jan 25, 2022
Q4 2021
|
Montecito Bank & Trust
|
BUY
|
- |
30+ 1.11% |
$3.15K - $3.4K
|
2.73K
$269K
|
|
|
Feb 08, 2022
Q4 2021
|
Motco
|
BUY
|
- |
30New |
$3.15K - $3.4K
|
30
$2.96K
|
|
|
Jan 26, 2022
Q4 2021
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
28+ 0.65% |
$2.94K - $3.18K
|
4.34K
$428K
|
|
|
Feb 10, 2022
Q4 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
26New |
$2.73K - $2.95K
|
26
$2.56K
|
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
24+ 0.8% |
$2.52K - $2.72K
|
3.04K
$299K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
24New |
$2.52K - $2.72K
|
24
$2.37K
|
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
21+ 0.56% |
$2.21K - $2.38K
|
3.8K
$375K
|
|
|
Feb 14, 2022
Q4 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
21+ 0.55% |
$2.21K - $2.38K
|
3.85K
$380K
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
20New |
$2.1K - $2.27K
|
20
$1.97K
|
|
|
Feb 03, 2022
Q4 2021
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
19+ 0.63% |
$2K - $2.16K
|
3.02K
$298K
|
|
|
Jan 07, 2022
Q4 2021
|
Vigilare Wealth Management
|
BUY
|
- |
18+ 0.28% |
$1.89K - $2.04K
|
6.48K
$639K
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
18New |
$1.89K - $2.04K
|
18
$1.77K
|
|
|
Feb 10, 2022
Q4 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
15+ 0.03% |
$1.58K - $1.7K
|
52.4K
$5.17M
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
15+ 0.2% |
$1.58K - $1.7K
|
7.42K
$732K
|
|
|
Jan 28, 2022
Q4 2021
|
Proffitt & Goodson Inc
|
BUY
|
- |
15New |
$1.58K - $1.7K
|
15
$1.48K
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
14New |
$1.47K - $1.59K
|
14
$1.38K
|
|
|
Feb 17, 2022
Q4 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
13+ 0.3% |
$1.37K - $1.47K
|
4.29K
$422K
|
|
|
Jan 12, 2022
Q4 2021
|
Moneywise, Inc.
|
BUY
|
- |
12+ 0.59% |
$1.26K - $1.36K
|
2.04K
$201K
|
|
|
Aug 05, 2022
Q4 2021
|
Tevis Investment Management
|
BUY
|
- |
12New |
$1.26K - $1.36K
|
12
$1.18K
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
8+ 0.48% |
$840 - $908
|
1.66K
$164K
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
6+ 0.02% |
$630 - $681
|
34.7K
$3.42M
|
|
|
Jan 28, 2022
Q4 2021
|
Highland Capital Management, LLC
|
BUY
|
- |
3+ 0.07% |
$315 - $340
|
4.47K
$440K
|
|
|
Jan 19, 2022
Q4 2021
|
Edge Capital Group, LLC
|
BUY
|
- |
3+ 0.01% |
$315 - $340
|
55.9K
$5.51M
|
|
|
Feb 02, 2022
Q4 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1+ 0.04% |
$105 - $113
|
2.55K
$251K
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2- -0.0% |
$210 - $227
|
49.1K
$4.84M
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-3Closed |
$315 - $340
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-6- 0.11% |
$630 - $681
|
5.21K
$514K
|
|
|
Feb 09, 2022
Q4 2021
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-9Closed |
$946 - $1.02K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Affiance Financial, LLC
|
SELL
|
- |
-10- 0.07% |
$1.05K - $1.13K
|
14.2K
$1.4M
|
|
|
Feb 03, 2022
Q4 2021
|
Sym Financial Corp
|
SELL
|
- |
-19Closed |
$2K - $2.16K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-40- 0.35% |
$4.2K - $4.54K
|
11.2K
$1.11M
|
|
|
Jan 14, 2022
Q4 2021
|
Autus Asset Management, LLC
|
SELL
|
- |
-40- 0.25% |
$4.2K - $4.54K
|
15.8K
$1.56M
|
|
|
Jan 14, 2022
Q4 2021
|
Piscataqua Savings Bank
|
SELL
|
- |
-45Closed |
$4.73K - $5.1K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Capital Planning LLC
|
SELL
|
- |
-50- 0.8% |
$5.25K - $5.67K
|
6.2K
$611K
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-53Closed |
$5.57K - $6.01K
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-59- 0.54% |
$6.2K - $6.69K
|
10.8K
$1.06M
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-63Closed |
$6.62K - $7.15K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Merit Financial Group, LLC
|
SELL
|
- |
-68- 1.06% |
$7.14K - $7.71K
|
6.32K
$623K
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-72Closed |
$7.56K - $8.17K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
SELL
|
- |
-75- 0.14% |
$7.88K - $8.51K
|
55.4K
$5.47M
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-78- 2.44% |
$8.19K - $8.85K
|
3.12K
$307K
|
|
|
Jan 28, 2022
Q4 2021
|
James Investment Research Inc
|
SELL
|
- |
-84- 0.63% |
$8.83K - $9.53K
|
13.2K
$1.3M
|