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 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
224+ 3.14% |
$23.5K - $25.4K
|
7.35K
$725K
|
|
|
Feb 10, 2022
Q4 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
224+ 2.89% |
$23.5K - $25.4K
|
7.98K
$786K
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
224+ 5.01% |
$23.5K - $25.4K
|
4.69K
$463K
|
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
222+ 3.5% |
$23.3K - $25.2K
|
6.56K
$647K
|
|
|
Jan 14, 2022
Q4 2021
|
First Financial Corp
|
BUY
|
- |
214+ 22.11% |
$22.5K - $24.3K
|
1.18K
$117K
|
|
|
Jan 18, 2022
Q4 2021
|
Trilogy Capital Inc.
|
BUY
|
- |
209+ 9.46% |
$22K - $23.7K
|
2.42K
$238K
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
199+ 6.55% |
$20.9K - $22.6K
|
3.24K
$319K
|
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
194+ 40.25% |
$20.4K - $22K
|
676
$66.6K
|
|
|
Jan 19, 2022
Q4 2021
|
Ma Private Wealth
|
BUY
|
- |
193+ 0.48% |
$20.3K - $21.9K
|
40.5K
$3.99M
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
188+ 5.14% |
$19.8K - $21.3K
|
3.85K
$379K
|
|
|
Jan 19, 2022
Q4 2021
|
Western Financial Corporation
|
BUY
|
- |
187+ 5.63% |
$19.6K - $21.2K
|
3.51K
$346K
|
|
|
Jan 24, 2022
Q4 2021
|
Omega Financial Group, LLC
|
BUY
|
- |
187+ 0.48% |
$19.6K - $21.2K
|
39.2K
$3.86M
|
|
|
Jan 18, 2022
Q4 2021
|
Acg Wealth
|
BUY
|
- |
162+ 2.79% |
$17K - $18.4K
|
5.96K
$588K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
162New |
$17K - $18.4K
|
162
$16K
|
|
|
Feb 17, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
156+ 2.35% |
$16.4K - $17.7K
|
6.79K
$669K
|
|
|
Jan 31, 2022
Q4 2021
|
Ledyard National Bank
|
BUY
|
- |
152+ 6.12% |
$16K - $17.2K
|
2.64K
$260K
|
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
150+ 6.76% |
$15.8K - $17K
|
2.37K
$234K
|
|
|
Jan 07, 2022
Q4 2021
|
Beacon Financial Group
|
BUY
|
- |
149+ 4.27% |
$15.7K - $16.9K
|
3.64K
$359K
|
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
145New |
$15.2K - $16.4K
|
145
$14.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
143+ 0.51% |
$15K - $16.2K
|
28.2K
$2.78M
|
|
|
Jan 20, 2022
Q4 2021
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
143+ 1.22% |
$15K - $16.2K
|
11.9K
$1.17M
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
142+ 0.59% |
$14.9K - $16.1K
|
24.1K
$2.38M
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
140+ 259.26% |
$14.7K - $15.9K
|
194
$19.1K
|
|
|
Feb 10, 2022
Q4 2021
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
135+ 0.22% |
$14.2K - $15.3K
|
61.4K
$6.05M
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
131New |
$13.8K - $14.9K
|
131
$12.9K
|
|
|
Jan 13, 2022
Q4 2021
|
First Citizens Financial Corp
|
BUY
|
- |
129+ 3.28% |
$13.6K - $14.6K
|
4.07K
$401K
|
|
|
Feb 15, 2022
Q4 2021
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
125New |
$13.1K - $14.2K
|
125
$12.3K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
123New |
$12.9K - $14K
|
123
$12.1K
|
|
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
123New |
$12.9K - $14K
|
123
$12.1K
|
|
|
Apr 04, 2022
Q4 2021
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
115New |
$12.1K - $13K
|
115
$11.3K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
106+ 10.02% |
$11.1K - $12K
|
1.16K
$115K
|
|
|
Feb 11, 2022
Q4 2021
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
104New |
$10.9K - $11.8K
|
104
$10.3K
|
|
|
Jan 20, 2022
Q4 2021
|
Marino, Stram & Associates LLC
|
BUY
|
- |
102+ 2.86% |
$10.7K - $11.6K
|
3.67K
$361K
|
|
|
Feb 18, 2022
Q4 2021
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
98New |
$10.3K - $11.1K
|
98
$9.66K
|
|
|
Jan 31, 2022
Q4 2021
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
90+ 0.07% |
$9.46K - $10.2K
|
135K
$13.3M
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
87New |
$9.14K - $9.87K
|
87
$8.58K
|
|
|
May 11, 2023
Q4 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
78+ 12.44% |
$8.19K - $8.85K
|
705
$69.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
76+ 361.9% |
$7.98K - $8.62K
|
97
$9.56K
|
|
|
Feb 15, 2022
Q4 2021
|
Covenant Partners, LLC
|
BUY
|
- |
76+ 0.05% |
$7.98K - $8.62K
|
157K
$15.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
66+ 0.51% |
$6.93K - $7.49K
|
13K
$1.28M
|
|
|
Feb 02, 2022
Q4 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
65+ 2.66% |
$6.83K - $7.37K
|
2.51K
$247K
|
|
|
Feb 23, 2022
Q4 2021
|
Lake Point Wealth Management
|
BUY
|
- |
65New |
$6.83K - $7.37K
|
65
$6.41K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
61New |
$6.41K - $6.92K
|
61
$6.01K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
60New |
$6.3K - $6.81K
|
60
$5.92K
|
|
|
Feb 11, 2022
Q4 2021
|
Keystone Financial Group
|
BUY
|
- |
57+ 1.42% |
$5.99K - $6.47K
|
4.08K
$402K
|
|
|
Feb 14, 2022
Q4 2021
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
55+ 1.97% |
$5.78K - $6.24K
|
2.85K
$281K
|
|
|
Feb 14, 2022
Q4 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
54New |
$5.67K - $6.13K
|
54
$5.32K
|
|
|
Feb 07, 2022
Q4 2021
|
North Rock Partners, LLC
|
BUY
|
- |
54+ 0.14% |
$5.67K - $6.13K
|
37.5K
$3.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
49New |
$5.15K - $5.56K
|
49
$4.83K
|
|
|
Jan 31, 2022
Q4 2021
|
Horizon Financial Services, LLC
|
BUY
|
- |
45+ 3.47% |
$4.73K - $5.1K
|
1.34K
$132K
|