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 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
18.3K+ 45.21% |
$1.93M - $2.08M
|
58.9K
$5.81M
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
17.8KNew |
$1.87M - $2.02M
|
17.8K
$1.75M
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
17.8K+ 13.44% |
$1.87M - $2.02M
|
150K
$14.8M
|
|
|
Feb 11, 2022
Q4 2021
|
E Rn Financial, LLC
|
BUY
|
- |
17.1K+ 17.81% |
$1.8M - $1.94M
|
113K
$11.1M
|
|
|
Jan 19, 2022
Q4 2021
|
Icon Wealth Partners, LLC
|
BUY
|
- |
16.6K+ 7.38% |
$1.74M - $1.88M
|
241K
$23.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
16.6KNew |
$1.74M - $1.88M
|
16.6K
$1.63M
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
16.5K+ 228.28% |
$1.73M - $1.87M
|
23.7K
$2.34M
|
|
|
Feb 08, 2022
Q4 2021
|
Wolff Financial Management LLC
|
BUY
|
- |
16.5KNew |
$1.73M - $1.87M
|
16.5K
$1.62M
|
|
|
Feb 14, 2022
Q4 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
16.3K+ 265.16% |
$1.72M - $1.85M
|
22.5K
$2.22M
|
|
|
Feb 10, 2022
Q4 2021
|
Jsf Financial, LLC
|
BUY
|
- |
16.2KNew |
$1.71M - $1.84M
|
16.2K
$1.6M
|
|
|
Feb 22, 2022
Q4 2021
|
Sbk Financial, Inc.
Richmond, VA |
BUY
|
- |
16.1KNew |
$1.69M - $1.82M
|
16.1K
$1.59M
|
|
|
May 25, 2022
Q4 2021
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
16KNew |
$1.68M - $1.81M
|
16K
$1.57M
|
|
|
Jan 31, 2022
Q4 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
15.9K+ 10.09% |
$1.67M - $1.81M
|
174K
$17.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
15.3K+ 3.79% |
$1.61M - $1.74M
|
419K
$41.3M
|
|
|
Jan 26, 2022
Q4 2021
|
S.C. Financial Services, Inc.
|
BUY
|
- |
15.3KNew |
$1.61M - $1.74M
|
15.3K
$1.51M
|
|
|
Jan 31, 2022
Q4 2021
|
Adviser Investments LLC
|
BUY
|
- |
14.5K+ 2.92% |
$1.53M - $1.65M
|
512K
$50.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
14.1K+ 263.48% |
$1.48M - $1.6M
|
19.5K
$1.92M
|
|
|
Feb 08, 2022
Q4 2021
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
13.7K+ 33.59% |
$1.44M - $1.56M
|
54.6K
$5.38M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
13.6K+ 5.47% |
$1.43M - $1.54M
|
262K
$25.8M
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
13.3K+ 20.72% |
$1.39M - $1.51M
|
77.3K
$7.63M
|
|
|
Feb 03, 2022
Q4 2021
|
Sharkey, Howes & Javer
|
BUY
|
- |
13.1K+ 7.45% |
$1.37M - $1.48M
|
188K
$18.6M
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
13K+ 10.6% |
$1.37M - $1.48M
|
136K
$13.4M
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
12.7KNew |
$1.34M - $1.44M
|
12.7K
$1.25M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
12.6K+ 25.7% |
$1.32M - $1.43M
|
61.6K
$6.08M
|
|
|
Jan 25, 2022
Q4 2021
|
Trellis Advisors, LLC
|
BUY
|
- |
12K+ 236.28% |
$1.26M - $1.36M
|
17.1K
$1.68M
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
11.6K+ 11.29% |
$1.22M - $1.32M
|
115K
$11.3M
|
|
|
Feb 01, 2022
Q4 2021
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
11.5KNew |
$1.21M - $1.31M
|
11.5K
$1.14M
|
|
|
Feb 02, 2022
Q4 2021
|
Austin Private Wealth, LLC
|
BUY
|
- |
11.4K+ 7.13% |
$1.2M - $1.29M
|
172K
$16.9M
|
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
10.8KNew |
$1.14M - $1.23M
|
10.8K
$1.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
10.7K+ 19.87% |
$1.12M - $1.21M
|
64.5K
$6.36M
|
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
10.7K+ 11.41% |
$1.12M - $1.21M
|
104K
$10.3M
|
|
|
Mar 11, 2022
Q4 2021
|
First Citizens Bank & Trust CO
|
BUY
|
- |
10.5KNew |
$1.11M - $1.19M
|
10.5K
$1.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
10.4K+ 311.07% |
$1.09M - $1.18M
|
13.7K
$1.35M
|
|
|
Feb 15, 2022
Q4 2021
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
10.3K+ 4.88% |
$1.08M - $1.17M
|
222K
$21.9M
|
|
|
Jan 21, 2022
Q4 2021
|
First Pacific Financial
|
BUY
|
- |
9.97K+ 55.23% |
$1.05M - $1.13M
|
28K
$2.76M
|
|
|
Jan 10, 2022
Q4 2021
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
9.86K+ 7.52% |
$1.04M - $1.12M
|
141K
$13.9M
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.85K+ 17.21% |
$1.04M - $1.12M
|
67.1K
$6.62M
|
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
BUY
|
- |
9.83K+ 94.71% |
$1.03M - $1.11M
|
20.2K
$1.99M
|
|
|
Jan 11, 2022
Q4 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
9.52K+ 9.69% |
$1M - $1.08M
|
108K
$10.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
9.46K+ 14.68% |
$994K - $1.07M
|
73.9K
$7.28M
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
9.23KNew |
$970K - $1.05M
|
9.23K
$910K
|
|
|
Feb 14, 2022
Q4 2021
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
9.1K+ 1.55% |
$956K - $1.03M
|
597K
$58.9M
|
|
|
May 16, 2022
Q4 2021
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
8.96KNew |
$941K - $1.02M
|
8.96K
$883K
|
|
|
Jan 21, 2022
Q4 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.87K+ 5.16% |
$932K - $1.01M
|
181K
$17.8M
|
|
|
Jan 13, 2022
Q4 2021
|
Tri Star Advisors Inc.
|
BUY
|
- |
8.66K+ 7.18% |
$910K - $983K
|
129K
$12.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
8.2K+ 138.22% |
$861K - $930K
|
14.1K
$1.39M
|
|
|
Jan 19, 2024
Q4 2021
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
8.12KNew |
$853K - $921K
|
8.12K
$801K
|
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
BUY
|
- |
8.05K+ 1.4% |
$846K - $914K
|
585K
$57.7M
|
|
|
Jan 31, 2022
Q4 2021
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
7.93KNew |
$833K - $899K
|
7.93K
$781K
|
|
|
Jan 20, 2022
Q4 2021
|
Capital Cs Group, LLC
|
BUY
|
- |
7.92KNew |
$832K - $898K
|
7.92K
$781K
|