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 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.42K+ 44.76% |
$254K - $274K
|
7.81K
$795K
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.41K+ 38.73% |
$253K - $273K
|
8.62K
$877K
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.4K+ 2.9% |
$252K - $272K
|
85.1K
$8.67M
|
|
|
Mar 11, 2022
Q4 2021
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
2.38KNew |
$250K - $270K
|
2.38K
$242K
|
|
|
May 15, 2024
Q4 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2.32K+ 10.35% |
$244K - $263K
|
24.7K
$2.52M
|
|
|
Jan 19, 2022
Q4 2021
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
2.31K+ 4.27% |
$242K - $262K
|
56.3K
$5.73M
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Counselors Inc
|
BUY
|
- |
2.29K+ 50.09% |
$240K - $260K
|
6.86K
$698K
|
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
BUY
|
- |
2.29KNew |
$240K - $259K
|
2.29K
$233K
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.28K+ 45.76% |
$240K - $259K
|
7.26K
$739K
|
|
|
Feb 15, 2022
Q4 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
2.22K+ 34.54% |
$234K - $252K
|
8.66K
$881K
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
2.22K+ 90.61% |
$233K - $252K
|
4.67K
$475K
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.21K+ 20.86% |
$232K - $250K
|
12.8K
$1.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
2.21KNew |
$232K - $250K
|
2.21K
$225K
|
|
|
Feb 11, 2022
Q4 2021
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
2.17KNew |
$228K - $247K
|
2.17K
$221K
|
|
|
Jan 27, 2022
Q4 2021
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
2.12KNew |
$223K - $240K
|
2.12K
$216K
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust Bank
|
BUY
|
- |
2.1KNew |
$221K - $238K
|
2.1K
$214K
|
|
|
Feb 11, 2022
Q4 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.07K+ 0.89% |
$217K - $234K
|
235K
$23.9M
|
|
|
Apr 29, 2022
Q4 2021
|
My Personal Cfo, LLC
|
BUY
|
- |
2.03KNew |
$213K - $230K
|
2.03K
$207K
|
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.01KNew |
$212K - $228K
|
2.01K
$205K
|
|
|
Feb 14, 2022
Q4 2021
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
1.99KNew |
$209K - $225K
|
1.99K
$202K
|
|
|
Jan 18, 2022
Q4 2021
|
Tnf LLC
|
BUY
|
- |
1.98K+ 1.81% |
$208K - $224K
|
111K
$11.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
1.94KNew |
$204K - $220K
|
1.94K
$197K
|
|
|
Feb 08, 2022
Q4 2021
|
Navalign, LLC
|
BUY
|
- |
1.93KNew |
$203K - $219K
|
1.93K
$196K
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
1.93K+ 54.74% |
$202K - $219K
|
5.45K
$554K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.93K+ 3.25% |
$202K - $218K
|
61.1K
$6.22M
|
|
|
Jan 26, 2022
Q4 2021
|
Lvw Advisors, LLC
|
BUY
|
- |
1.92K+ 3.68% |
$202K - $218K
|
54.2K
$5.51M
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.9KNew |
$199K - $215K
|
1.9K
$193K
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.85K+ 9.08% |
$195K - $210K
|
22.3K
$2.26M
|
|
|
Jan 31, 2022
Q4 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.85KNew |
$194K - $210K
|
1.85K
$188K
|
|
|
Jan 31, 2022
Q4 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
1.85K+ 98.51% |
$194K - $209K
|
3.72K
$379K
|
|
|
Jan 24, 2022
Q4 2021
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
1.84KNew |
$193K - $208K
|
1.84K
$187K
|
|
|
Jan 21, 2022
Q4 2021
|
Alhambra Investment Partners LLC
|
BUY
|
- |
1.83KNew |
$192K - $207K
|
1.83K
$186K
|
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.72K+ 25.17% |
$181K - $195K
|
8.56K
$871K
|
|
|
Feb 15, 2022
Q4 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
1.69K+ 2.13% |
$178K - $192K
|
81K
$8.25M
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.69K+ 10.95% |
$177K - $191K
|
17.1K
$1.74M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.67K+ 2.69% |
$175K - $189K
|
63.6K
$6.47M
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.66K+ 12.39% |
$174K - $188K
|
15K
$1.53M
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.59K+ 10.86% |
$167K - $181K
|
16.3K
$1.66M
|
|
|
Feb 04, 2022
Q4 2021
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.59K+ 2.25% |
$167K - $180K
|
72.1K
$7.34M
|
|
|
Feb 10, 2022
Q4 2021
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.57K+ 34.12% |
$165K - $178K
|
6.16K
$627K
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
1.56K+ 13.18% |
$163K - $176K
|
13.4K
$1.36M
|
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.49K+ 0.86% |
$156K - $168K
|
174K
$17.7M
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.49K+ 0.86% |
$156K - $168K
|
174K
$17.7M
|
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.48K+ 22.43% |
$156K - $168K
|
8.1K
$825K
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
BUY
|
- |
1.48K+ 10.4% |
$156K - $168K
|
15.7K
$1.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.48K+ 32.11% |
$156K - $168K
|
6.09K
$620K
|
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1.46K+ 4.26% |
$153K - $166K
|
35.7K
$3.64M
|
|
|
Jan 19, 2022
Q4 2021
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.46K+ 2.61% |
$153K - $165K
|
57.2K
$5.83M
|
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.45K+ 2.55% |
$152K - $164K
|
58K
$5.91M
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.42K+ 21.91% |
$150K - $162K
|
7.92K
$806K
|