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 15, 2022
Q4 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
7.76KNew |
$815K - $880K
|
7.76K
$789K
|
|
|
Feb 14, 2022
Q4 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.71K+ 21.36% |
$810K - $875K
|
43.8K
$4.46M
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.64K+ 5.68% |
$803K - $867K
|
142K
$14.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
7.46K+ 63.07% |
$783K - $846K
|
19.3K
$1.96M
|
|
|
Jan 25, 2022
Q4 2021
|
Fulcrum Capital LLC
|
BUY
|
- |
7.22K+ 41.39% |
$759K - $819K
|
24.7K
$2.51M
|
|
|
Feb 14, 2022
Q4 2021
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
7.2K+ 61.98% |
$757K - $817K
|
18.8K
$1.92M
|
|
|
Feb 10, 2022
Q4 2021
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
7.13K+ 275.69% |
$749K - $809K
|
9.72K
$989K
|
|
|
Feb 09, 2022
Q4 2021
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
7.07K+ 7.75% |
$743K - $802K
|
98.3K
$10M
|
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
6.98K+ 6.77% |
$734K - $792K
|
110K
$11.2M
|
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
6.94K+ 14.55% |
$729K - $787K
|
54.6K
$5.56M
|
|
|
Mar 31, 2022
Q4 2021
|
Leo H. Evart, Inc.
|
BUY
|
- |
6.91KNew |
$726K - $784K
|
6.91K
$704K
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.9K+ 0.73% |
$725K - $783K
|
948K
$96.5M
|
|
|
Apr 05, 2024
Q4 2021
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
6.77K+ 1.81% |
$712K - $768K
|
381K
$38.7M
|
|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
6.64KNew |
$697K - $753K
|
6.64K
$675K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6.63KNew |
$697K - $753K
|
6.63K
$675K
|
|
|
Oct 18, 2024
Q4 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
6.63K+ 34.19% |
$696K - $752K
|
26K
$2.65M
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.63K+ 7.75% |
$696K - $752K
|
92.2K
$9.38M
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.54K+ 19.14% |
$687K - $742K
|
40.7K
$4.14M
|
|
|
Feb 03, 2022
Q4 2021
|
First National Trust CO
|
BUY
|
- |
6.53K+ 16.26% |
$686K - $740K
|
46.7K
$4.75M
|
|
|
Feb 15, 2022
Q4 2021
|
Cypress Capital Group
|
BUY
|
- |
6.49KNew |
$682K - $737K
|
6.49K
$661K
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
6.4K+ 11.79% |
$672K - $726K
|
60.7K
$6.18M
|
|
|
Feb 14, 2022
Q4 2021
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
6.21K+ 6.97% |
$653K - $705K
|
95.3K
$9.7M
|
|
|
Jul 13, 2022
Q4 2021
|
Crown Wealth Group, LLC
|
BUY
|
- |
6.06KNew |
$637K - $688K
|
6.06K
$617K
|
|
|
Jan 31, 2022
Q4 2021
|
1900 Wealth Management LLC
|
BUY
|
- |
6.06K+ 3.29% |
$636K - $687K
|
190K
$19.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
5.98K+ 124.67% |
$629K - $679K
|
10.8K
$1.1M
|
|
|
Feb 07, 2022
Q4 2021
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
5.89K+ 3.6% |
$619K - $668K
|
170K
$17.3M
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
5.87K+ 16.61% |
$616K - $666K
|
41.2K
$4.19M
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
5.85K+ 4.66% |
$615K - $664K
|
132K
$13.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
5.81K+ 13.53% |
$611K - $660K
|
48.8K
$4.97M
|
|
|
Feb 02, 2022
Q4 2021
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
5.73K+ 11.66% |
$602K - $650K
|
54.9K
$5.59M
|
|
|
Feb 11, 2022
Q4 2021
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
5.52KNew |
$580K - $627K
|
5.52K
$562K
|
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
5.36KNew |
$563K - $608K
|
5.36K
$545K
|
|
|
Feb 01, 2022
Q4 2021
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
5.31K+ 3.95% |
$558K - $603K
|
140K
$14.2M
|
|
|
Jan 19, 2022
Q4 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
5.28K+ 43.9% |
$554K - $599K
|
17.3K
$1.76M
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
5.25K+ 30.93% |
$552K - $596K
|
22.2K
$2.26M
|
|
|
Jan 18, 2022
Q4 2021
|
Dentgroup LLC
|
BUY
|
- |
5.19KNew |
$545K - $588K
|
5.19K
$528K
|
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
5.15K+ 7.86% |
$541K - $584K
|
70.7K
$7.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.06K+ 8.41% |
$532K - $574K
|
65.2K
$6.64M
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
5.06K+ 33.84% |
$532K - $574K
|
20K
$2.04M
|
|
|
Feb 10, 2022
Q4 2021
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
4.86K+ 109.85% |
$511K - $552K
|
9.29K
$946K
|
|
|
Feb 18, 2022
Q4 2021
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
4.82KNew |
$506K - $547K
|
4.82K
$491K
|
|
|
Feb 09, 2022
Q4 2021
|
Total Wealth Planning, LLC
|
BUY
|
- |
4.82KNew |
$506K - $547K
|
4.82K
$490K
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4.81K+ 11.19% |
$505K - $546K
|
47.8K
$4.86M
|
|
|
Feb 25, 2022
Q4 2021
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.72KNew |
$496K - $536K
|
4.72K
$481K
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.71K+ 17.05% |
$495K - $534K
|
32.3K
$3.29M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
4.7K+ 6.44% |
$494K - $533K
|
77.7K
$7.91M
|
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
BUY
|
- |
4.56K+ 178.35% |
$479K - $517K
|
7.11K
$724K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
4.51K+ 50.84% |
$474K - $512K
|
13.4K
$1.36M
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.43K+ 11.71% |
$466K - $503K
|
42.3K
$4.3M
|
|
|
Jan 24, 2022
Q4 2021
|
One Advisory Partners, LLC
|
BUY
|
- |
4.42K+ 3.6% |
$464K - $501K
|
127K
$12.9M
|