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 19, 2022
Q4 2021
|
Lantz Financial LLC
|
BUY
|
- |
4.3K+ 27.67% |
$452K - $488K
|
19.8K
$1.96M
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
4.2K+ 60.23% |
$442K - $477K
|
11.2K
$1.1M
|
|
|
Jan 19, 2022
Q4 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
4.18K+ 5.58% |
$440K - $475K
|
79.2K
$7.81M
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
4.18KNew |
$439K - $474K
|
4.18K
$412K
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
4.18K+ 9.39% |
$439K - $474K
|
48.6K
$4.8M
|
|
|
Feb 11, 2022
Q4 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
4.04K+ 152.05% |
$424K - $458K
|
6.69K
$660K
|
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
4.01K+ 19.39% |
$422K - $455K
|
24.7K
$2.44M
|
|
|
Jan 25, 2022
Q4 2021
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
3.98KNew |
$418K - $452K
|
3.98K
$393K
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.8KNew |
$399K - $431K
|
3.8K
$374K
|
|
|
Feb 11, 2022
Q4 2021
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
3.64KNew |
$383K - $413K
|
3.64K
$359K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
3.57K+ 46.11% |
$375K - $405K
|
11.3K
$1.12M
|
|
|
Feb 10, 2022
Q4 2021
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
3.56K+ 154.92% |
$374K - $404K
|
5.85K
$577K
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
3.54KNew |
$372K - $401K
|
3.54K
$349K
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
3.51K+ 33.37% |
$368K - $398K
|
14K
$1.38M
|
|
|
Feb 14, 2022
Q4 2021
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
3.48K+ 3.9% |
$365K - $394K
|
92.6K
$9.13M
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
3.47K+ 19.59% |
$364K - $393K
|
21.2K
$2.09M
|
|
|
Feb 11, 2022
Q4 2021
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
3.46KNew |
$364K - $393K
|
3.46K
$341K
|
|
|
Feb 11, 2022
Q4 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
3.42KNew |
$359K - $388K
|
3.42K
$337K
|
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3.37K+ 9.72% |
$354K - $383K
|
38.1K
$3.75M
|
|
|
Feb 14, 2022
Q4 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.36KNew |
$353K - $381K
|
3.36K
$331K
|
|
|
Jan 27, 2022
Q4 2021
|
Nbt Bank N A
|
BUY
|
- |
3.34K+ 1.68% |
$351K - $379K
|
202K
$19.9M
|
|
|
Feb 02, 2022
Q4 2021
|
Girard Partners Ltd.
|
BUY
|
- |
3.28K+ 7.22% |
$344K - $372K
|
48.7K
$4.8M
|
|
|
Jan 21, 2022
Q4 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3.22KNew |
$338K - $365K
|
3.22K
$317K
|
|
|
Feb 11, 2022
Q4 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
3.12KNew |
$328K - $354K
|
3.12K
$308K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.05K+ 13.37% |
$320K - $346K
|
25.9K
$2.55M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
3.02KNew |
$317K - $342K
|
3.02K
$297K
|
|
|
Jan 28, 2022
Q4 2021
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
3KNew |
$315K - $340K
|
3K
$296K
|
|
|
Mar 17, 2022
Q4 2021
|
American Trust
Lexington, KY |
BUY
|
- |
2.97KNew |
$312K - $337K
|
2.97K
$293K
|
|
|
Feb 10, 2022
Q4 2021
|
Stone Point Wealth LLC
|
BUY
|
- |
2.96KNew |
$310K - $335K
|
2.96K
$291K
|
|
|
Jan 19, 2022
Q4 2021
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
2.96KNew |
$310K - $335K
|
2.96K
$291K
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
2.95KNew |
$309K - $334K
|
2.95K
$290K
|
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
2.95KNew |
$309K - $334K
|
2.95K
$290K
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
2.94KNew |
$309K - $333K
|
2.94K
$290K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
2.91K+ 40.48% |
$305K - $330K
|
10.1K
$994K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.85K+ 6.28% |
$300K - $324K
|
48.3K
$4.76M
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
2.85K+ 4.01% |
$300K - $324K
|
74K
$7.3M
|
|
|
Mar 11, 2024
Q4 2021
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
2.82K+ 1.92% |
$296K - $320K
|
150K
$14.8M
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.81K+ 12.03% |
$295K - $319K
|
26.2K
$2.58M
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
2.78KNew |
$292K - $316K
|
2.78K
$274K
|
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.77KNew |
$291K - $314K
|
2.77K
$273K
|
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
BUY
|
- |
2.73KNew |
$287K - $310K
|
2.73K
$269K
|
|
|
Feb 15, 2022
Q4 2021
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.71KNew |
$285K - $308K
|
2.71K
$267K
|
|
|
Feb 09, 2022
Q4 2021
|
Empire Life Investments Inc.
|
BUY
|
- |
2.7K+ 72.97% |
$284K - $306K
|
6.4K
$631K
|
|
|
Feb 11, 2022
Q4 2021
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
2.65KNew |
$278K - $300K
|
2.65K
$261K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.58K+ 129.59% |
$271K - $292K
|
4.56K
$450K
|
|
|
Jan 19, 2022
Q4 2021
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
2.57K+ 5.43% |
$270K - $292K
|
49.9K
$4.92M
|
|
|
Feb 11, 2022
Q4 2021
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
2.54KNew |
$266K - $288K
|
2.54K
$250K
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.45KNew |
$257K - $277K
|
2.45K
$241K
|
|
|
Feb 18, 2022
Q4 2021
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2.43KNew |
$255K - $276K
|
2.43K
$239K
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.42K+ 44.76% |
$254K - $274K
|
7.81K
$770K
|