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 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
SELL
|
- |
-515- 6.43% |
$54.1K - $58.4K
|
7.49K
$739K
|
|
|
Jan 27, 2022
Q4 2021
|
Conning Inc.
|
SELL
|
- |
-526- 8.96% |
$55.3K - $59.7K
|
5.35K
$527K
|
|
|
Jan 20, 2022
Q4 2021
|
Sheets Smith Wealth Management
|
SELL
|
- |
-549- 5.97% |
$57.7K - $62.3K
|
8.64K
$852K
|
|
|
Feb 09, 2022
Q4 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-573- 8.99% |
$60.2K - $65K
|
5.8K
$572K
|
|
|
Feb 22, 2022
Q4 2021
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-589Closed |
$61.9K - $66.8K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
F3 Logic, LLC
|
SELL
|
- |
-592- 17.17% |
$62.2K - $67.2K
|
2.86K
$282K
|
|
|
Jan 21, 2022
Q4 2021
|
Prosperity Planning, Inc.
|
SELL
|
- |
-594- 21.28% |
$62.4K - $67.4K
|
2.2K
$217K
|
|
|
Feb 08, 2022
Q4 2021
|
Hyman Charles D
|
SELL
|
- |
-600- 3.57% |
$63K - $68.1K
|
16.2K
$1.6M
|
|
|
Jan 28, 2022
Q4 2021
|
Bar Harbor Trust Services
Ellsworth, ME |
SELL
|
- |
-643- 19.62% |
$67.6K - $72.9K
|
2.64K
$260K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
SELL
|
- |
-733- 24.2% |
$77K - $83.2K
|
2.3K
$226K
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-756- 93.8% |
$79.4K - $85.8K
|
50
$4.93K
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-774- 8.92% |
$81.3K - $87.8K
|
7.9K
$779K
|
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-782- 6.26% |
$82.2K - $88.7K
|
11.7K
$1.15M
|
|
|
Feb 10, 2022
Q4 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-818- 13.96% |
$85.9K - $92.8K
|
5.04K
$497K
|
|
|
Feb 08, 2022
Q4 2021
|
Staley Capital Advisers Inc
|
SELL
|
- |
-842- 0.57% |
$88.5K - $95.5K
|
147K
$14.5M
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-849Closed |
$89.2K - $96.3K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-896- 12.19% |
$94.1K - $102K
|
6.46K
$637K
|
|
|
Jan 25, 2022
Q4 2021
|
Burleson & Company, LLC
|
SELL
|
- |
-929- 22.6% |
$97.6K - $105K
|
3.18K
$314K
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-942- 64.04% |
$99K - $107K
|
529
$52.2K
|
|
|
Jan 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-985- 26.55% |
$103K - $112K
|
2.73K
$269K
|
|
|
Feb 15, 2022
Q4 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-986- 3.43% |
$104K - $112K
|
27.7K
$2.74M
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-987- 23.31% |
$104K - $112K
|
3.25K
$320K
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-987- 23.31% |
$104K - $112K
|
3.25K
$320K
|
|
|
Jan 19, 2022
Q4 2021
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-1.02K- 7.58% |
$107K - $116K
|
12.4K
$1.23M
|
|
|
Jan 19, 2022
Q4 2021
|
Pachira Investments Inc.
|
SELL
|
- |
-1.05K- 17.29% |
$111K - $120K
|
5.04K
$497K
|
|
|
Feb 14, 2022
Q4 2021
|
Ade, LLC
|
SELL
|
- |
-1.09KClosed |
$115K - $124K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Relaxing Retirement Coach
|
SELL
|
- |
-1.14K- 25.65% |
$120K - $129K
|
3.3K
$326K
|
|
|
Jan 11, 2022
Q4 2021
|
First American Trust, Fsb
|
SELL
|
- |
-1.18K- 26.86% |
$124K - $133K
|
3.2K
$316K
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.19K- 2.58% |
$125K - $135K
|
44.8K
$4.42M
|
|
|
Jan 31, 2022
Q4 2021
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.24K- 3.21% |
$130K - $140K
|
37.3K
$3.68M
|
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.28K- 30.85% |
$135K - $145K
|
2.87K
$283K
|
|
|
Jan 25, 2022
Q4 2021
|
Macroview Investment Management LLC
|
SELL
|
- |
-1.29K- 8.63% |
$135K - $146K
|
13.6K
$1.34M
|
|
|
Feb 09, 2022
Q4 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.37K- 2.29% |
$144K - $156K
|
58.5K
$5.77M
|
|
|
Jan 26, 2022
Q4 2021
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.41K- 4.36% |
$148K - $160K
|
30.9K
$3.05M
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.62K- 4.09% |
$170K - $183K
|
38K
$3.74M
|
|
|
Feb 10, 2022
Q4 2021
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-1.73K- 13.07% |
$181K - $196K
|
11.5K
$1.13M
|
|
|
Feb 11, 2022
Q4 2021
|
Fluent Financial, LLC
|
SELL
|
- |
-1.79K- 3.87% |
$188K - $202K
|
44.3K
$4.37M
|
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1.89K- 3.21% |
$198K - $214K
|
57K
$5.62M
|
|
|
Feb 04, 2022
Q4 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.92K- 7.91% |
$202K - $218K
|
22.4K
$2.21M
|
|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-1.93KClosed |
$203K - $219K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-2.06K- 1.54% |
$216K - $233K
|
132K
$13M
|
|
|
Feb 09, 2022
Q4 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-2.07K- 8.84% |
$217K - $234K
|
21.3K
$2.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-2.15KClosed |
$226K - $244K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-2.22KClosed |
$233K - $252K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-2.44K- 4.17% |
$257K - $277K
|
56.1K
$5.54M
|
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.62K- 9.74% |
$275K - $297K
|
24.2K
$2.39M
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.65K- 30.02% |
$279K - $301K
|
6.19K
$610K
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.81KClosed |
$295K - $318K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-2.81K- 2.82% |
$295K - $319K
|
96.8K
$9.54M
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.97K- 15.9% |
$312K - $337K
|
15.7K
$1.55M
|