Purchases and Sales Made in Q2 2020 in Msci Eafe Growth ETF (EFG)
This table provides information about the institutional ownership of Msci Eafe Growth ETF (EFG) during Q2 2020. 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 |
---|---|---|---|---|---|---|---|
Jul 31, 2020
Q2 2020
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
70.1K+ 1828.06% |
$4.79M - $5.94M
|
73.9K
$7.61M
|
|
Aug 11, 2020
Q2 2020
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
69.2KNew |
$4.73M - $5.87M
|
69.2K
$7.12M
|
|
Jul 10, 2020
Q2 2020
|
Flc Capital Advisors
|
BUY
|
- |
68.6KNew |
$4.69M - $5.82M
|
68.6K
$7.06M
|
|
Aug 05, 2021
Q2 2020
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
68.4KNew |
$4.67M - $5.8M
|
68.4K
$7.04M
|
|
Aug 13, 2020
Q2 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
65.2K+ 2881.36% |
$4.45M - $5.53M
|
67.5K
$6.94M
|
|
Aug 06, 2020
Q2 2020
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
62K+ 459.91% |
$4.23M - $5.25M
|
75.4K
$7.76M
|
|
Aug 13, 2020
Q2 2020
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
60.5K+ 26.27% |
$4.13M - $5.13M
|
291K
$29.9M
|
|
Jul 28, 2020
Q2 2020
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
60K+ 74.96% |
$4.1M - $5.09M
|
140K
$14.4M
|
|
Aug 04, 2020
Q2 2020
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
59.7KNew |
$4.08M - $5.06M
|
59.7K
$6.15M
|
|
Jul 20, 2020
Q2 2020
|
Concorde Asset Management, LLC
|
BUY
|
- |
56.2KNew |
$3.84M - $4.77M
|
56.2K
$5.78M
|
|
Aug 13, 2020
Q2 2020
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
54.9KNew |
$3.75M - $4.65M
|
54.9K
$5.65M
|
|
Jul 24, 2020
Q2 2020
|
Dubuque Bank & Trust CO
|
BUY
|
- |
53.3K+ 121.72% |
$3.64M - $4.52M
|
97.1K
$9.99M
|
|
Aug 07, 2020
Q2 2020
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
50.3K+ 3.06% |
$3.44M - $4.27M
|
1.69M
$174M
|
|
Aug 07, 2020
Q2 2020
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
50KNew |
$3.41M - $4.24M
|
50K
$5.14M
|
|
Aug 03, 2020
Q2 2020
|
Adviser Investments LLC
|
BUY
|
- |
49K+ 13.42% |
$3.35M - $4.16M
|
415K
$42.7M
|
|
Aug 13, 2020
Q2 2020
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
48.5K+ 440645.44% |
$3.31M - $4.11M
|
48.5K
$4.99M
|
|
Aug 03, 2020
Q2 2020
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
47.6KNew |
$3.25M - $4.03M
|
47.6K
$4.89M
|
|
Jul 20, 2020
Q2 2020
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
46.8KNew |
$3.2M - $3.97M
|
46.8K
$4.82M
|
|
Oct 07, 2020
Q2 2020
|
Acg Wealth
|
BUY
|
- |
46.7K+ 464.79% |
$3.19M - $3.96M
|
56.7K
$5.83M
|
|
Aug 13, 2020
Q2 2020
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
42.5K+ 429.34% |
$2.9M - $3.61M
|
52.4K
$5.39M
|
|
Jul 31, 2020
Q2 2020
|
Jones Financial Companies Lllp
|
BUY
|
- |
41K+ 0.56% |
$2.8M - $3.47M
|
7.35M
$756M
|
|
Aug 13, 2020
Q2 2020
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
40.1KNew |
$2.74M - $3.4M
|
40.1K
$4.13M
|
|
Jul 29, 2020
Q2 2020
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
40KNew |
$2.73M - $3.39M
|
40K
$4.12M
|
|
Jul 16, 2020
Q2 2020
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
39.6KNew |
$2.7M - $3.36M
|
39.6K
$4.08M
|
|
Jul 21, 2020
Q2 2020
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
34.5KNew |
$2.36M - $2.93M
|
34.5K
$3.55M
|
|
Aug 07, 2020
Q2 2020
|
Us Bancorp \De\
|
BUY
|
- |
33.9K+ 2.72% |
$2.31M - $2.87M
|
1.28M
$131M
|
|
Aug 26, 2020
Q2 2020
|
Advisor Net Financial, Inc
|
BUY
|
- |
31.8K+ 666.35% |
$2.17M - $2.69M
|
36.5K
$3.76M
|
|
Jul 08, 2020
Q2 2020
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
30.5KNew |
$2.08M - $2.58M
|
30.5K
$3.13M
|
|
Aug 03, 2020
Q2 2020
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
30KNew |
$2.05M - $2.54M
|
30K
$3.09M
|
|
Aug 13, 2020
Q2 2020
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
29.4K+ 30.01% |
$2.01M - $2.49M
|
127K
$13.1M
|
|
Aug 13, 2020
Q2 2020
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
28.7K+ 388.06% |
$1.96M - $2.43M
|
36.1K
$3.72M
|
|
Jul 31, 2020
Q2 2020
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
28.2K+ 713.69% |
$1.93M - $2.39M
|
32.1K
$3.31M
|
|
Jul 07, 2020
Q2 2020
|
True Private Wealth Advisors
|
BUY
|
- |
27.5KNew |
$1.88M - $2.33M
|
27.5K
$2.83M
|
|
Jul 29, 2020
Q2 2020
|
Smart Money Group LLC
|
BUY
|
- |
27.2KNew |
$1.85M - $2.3M
|
27.2K
$2.79M
|
|
Jul 17, 2020
Q2 2020
|
Sheets Smith Wealth Management
|
BUY
|
- |
27.2K+ 357.7% |
$1.85M - $2.3M
|
34.8K
$3.58M
|
|
Oct 22, 2020
Q2 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
26.1K+ 114.28% |
$1.79M - $2.22M
|
49K
$5.04M
|
|
Jul 21, 2020
Q2 2020
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
26.1KNew |
$1.78M - $2.21M
|
26.1K
$2.69M
|
|
Jul 09, 2020
Q2 2020
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
26KNew |
$1.78M - $2.2M
|
26K
$2.68M
|
|
Jul 16, 2020
Q2 2020
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
25.7KNew |
$1.76M - $2.18M
|
25.7K
$2.65M
|
|
Aug 07, 2020
Q2 2020
|
Austin Private Wealth, LLC
|
BUY
|
- |
23.8K+ 41.75% |
$1.62M - $2.02M
|
80.7K
$8.3M
|
|
Aug 17, 2020
Q2 2020
|
Private Advisor Group, LLC
|
BUY
|
- |
21.6K+ 561.2% |
$1.48M - $1.83M
|
25.5K
$2.62M
|
|
Jul 22, 2020
Q2 2020
|
Cwm, LLC
|
BUY
|
- |
20.6K+ 1.86% |
$1.41M - $1.75M
|
1.13M
$116M
|
|
Aug 11, 2020
Q2 2020
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
20.4KNew |
$1.39M - $1.73M
|
20.4K
$2.1M
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
BUY
|
- |
19.9KNew |
$1.36M - $1.68M
|
19.9K
$2.04M
|
|
Aug 05, 2020
Q2 2020
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
18.9KNew |
$1.29M - $1.6M
|
18.9K
$1.94M
|
|
Aug 17, 2020
Q2 2020
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
18.7K+ 1303.35% |
$1.27M - $1.58M
|
20.1K
$2.07M
|
|
Aug 11, 2020
Q2 2020
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
18K+ 19.12% |
$1.23M - $1.53M
|
112K
$11.5M
|
|
Aug 17, 2020
Q2 2020
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
17.9KNew |
$1.23M - $1.52M
|
17.9K
$1.85M
|
|
Aug 13, 2020
Q2 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
15.9K+ 213.5% |
$1.08M - $1.34M
|
23.3K
$2.4M
|
|
Aug 13, 2020
Q2 2020
|
Private Capital Group, LLC
|
BUY
|
- |
15.8KNew |
$1.08M - $1.34M
|
15.8K
$1.62M
|