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 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.42K+ 26.47% |
$149K - $161K
|
6.79K
$691K
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
1.4K+ 10.67% |
$147K - $159K
|
14.5K
$1.48M
|
|
|
Feb 09, 2022
Q4 2021
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
1.39K+ 0.65% |
$146K - $158K
|
215K
$21.9M
|
|
|
Feb 01, 2022
Q4 2021
|
True Link Financial Advisors, LLC
|
BUY
|
- |
1.35K+ 1.49% |
$142K - $153K
|
91.5K
$9.31M
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.34K+ 4.98% |
$141K - $152K
|
28.3K
$2.88M
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.34K+ 2.75% |
$141K - $152K
|
50K
$5.09M
|
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1.31K+ 95.76% |
$138K - $149K
|
2.68K
$273K
|
|
|
Feb 02, 2022
Q4 2021
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.3K+ 4.5% |
$137K - $148K
|
30.3K
$3.08M
|
|
|
Feb 08, 2022
Q4 2021
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.25K+ 16.81% |
$131K - $142K
|
8.68K
$883K
|
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.21K+ 13.13% |
$127K - $137K
|
10.4K
$1.06M
|
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.19K+ 4.64% |
$125K - $135K
|
26.9K
$2.74M
|
|
|
Feb 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.19K+ 4.64% |
$125K - $135K
|
26.9K
$2.74M
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.18K+ 1.86% |
$124K - $134K
|
64.7K
$6.59M
|
|
|
Feb 14, 2022
Q4 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
1.17K+ 32.32% |
$122K - $132K
|
4.77K
$486K
|
|
|
Jan 18, 2022
Q4 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
1.16K+ 7.04% |
$122K - $132K
|
17.6K
$1.8M
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.15KNew |
$120K - $130K
|
1.15K
$117K
|
|
|
Jan 31, 2022
Q4 2021
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.09K+ 10.94% |
$114K - $123K
|
11K
$1.12M
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.08K+ 4.09% |
$114K - $123K
|
27.5K
$2.8M
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.08K+ 48.65% |
$113K - $123K
|
3.3K
$336K
|
|
|
Feb 25, 2022
Q4 2021
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
1.07K+ 1.66% |
$112K - $121K
|
65.6K
$6.68M
|
|
|
Jan 20, 2022
Q4 2021
|
Patten Group, Inc.
|
BUY
|
- |
1.02K+ 3.65% |
$107K - $115K
|
28.8K
$2.94M
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
1.02KNew |
$107K - $115K
|
1.02K
$103K
|
|
|
Feb 09, 2022
Q4 2021
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1K+ 2.3% |
$105K - $114K
|
44.6K
$4.54M
|
|
|
Jan 18, 2022
Q4 2021
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
977+ 3.1% |
$103K - $111K
|
32.5K
$3.31M
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
947+ 14.06% |
$99.5K - $107K
|
7.68K
$782K
|
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
940+ 31.18% |
$98.8K - $107K
|
3.96K
$403K
|
|
|
Feb 03, 2022
Q4 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
892+ 8.99% |
$93.7K - $101K
|
10.8K
$1.1M
|
|
|
Feb 09, 2022
Q4 2021
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
876+ 41.05% |
$92K - $99.4K
|
3.01K
$306K
|
|
|
Feb 01, 2022
Q4 2021
|
Rollins Financial
|
BUY
|
- |
818+ 9.29% |
$85.9K - $92.8K
|
9.62K
$979K
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
817New |
$85.8K - $92.7K
|
817
$83.2K
|
|
|
Jan 19, 2022
Q4 2021
|
Sol Capital Management CO
|
BUY
|
- |
810+ 11.11% |
$85.1K - $91.9K
|
8.1K
$824K
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
789New |
$82.9K - $89.5K
|
789
$80.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
785+ 2.7% |
$82.5K - $89.1K
|
29.8K
$3.04M
|
|
|
May 06, 2022
Q4 2021
|
Relaxing Retirement Coach
|
BUY
|
- |
778+ 23.56% |
$81.7K - $88.3K
|
4.08K
$415K
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
770+ 3.42% |
$80.9K - $87.3K
|
23.3K
$2.37M
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
764+ 3.47% |
$80.3K - $86.7K
|
22.8K
$2.32M
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
728New |
$76.5K - $82.6K
|
728
$74.1K
|
|
|
Jan 26, 2022
Q4 2021
|
Successful Portfolios LLC
|
BUY
|
- |
721+ 8.85% |
$75.7K - $81.8K
|
8.87K
$902K
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
BUY
|
- |
706+ 3.86% |
$74.2K - $80.1K
|
19K
$1.94M
|
|
|
Feb 14, 2022
Q4 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
696+ 1.99% |
$73.1K - $79K
|
35.6K
$3.62M
|
|
|
Feb 11, 2022
Q4 2021
|
True Private Wealth Advisors
|
BUY
|
- |
677+ 4.26% |
$71.1K - $76.8K
|
16.6K
$1.69M
|
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
660New |
$69.3K - $74.9K
|
660
$67.2K
|
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
643New |
$67.6K - $72.9K
|
643
$65.4K
|
|
|
Jan 25, 2022
Q4 2021
|
Prw Wealth Management LLC
|
BUY
|
- |
640+ 12.91% |
$67.2K - $72.6K
|
5.6K
$570K
|
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
637+ 46.33% |
$66.9K - $72.3K
|
2.01K
$205K
|
|
|
Jan 25, 2022
Q4 2021
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
629+ 6.27% |
$66.1K - $71.4K
|
10.7K
$1.09M
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
620New |
$65.1K - $70.3K
|
620
$63.1K
|
|
|
Feb 07, 2022
Q4 2021
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
620+ 6.71% |
$65.1K - $70.3K
|
9.86K
$1M
|
|
|
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
620New |
$65.1K - $70.3K
|
620
$63.1K
|
|
|
Feb 01, 2022
Q4 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
619+ 1.19% |
$65K - $70.2K
|
52.7K
$5.37M
|