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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2020
Q2 2020
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.96KNew |
$270K - $335K
|
3.96K
$407K
|
|
|
Aug 11, 2020
Q2 2020
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.85KNew |
$263K - $326K
|
3.85K
$396K
|
|
|
Aug 03, 2020
Q2 2020
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
3.77K+ 1312.54% |
$257K - $319K
|
4.05K
$417K
|
|
|
Aug 14, 2020
Q2 2020
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
3.69K+ 7.78% |
$252K - $312K
|
51.1K
$5.25M
|
|
|
Jul 31, 2020
Q2 2020
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
3.68K+ 49.44% |
$251K - $312K
|
11.1K
$1.14M
|
|
|
Aug 25, 2020
Q2 2020
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.66KNew |
$250K - $310K
|
3.66K
$377K
|
|
|
Jul 30, 2020
Q2 2020
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
3.64K+ 48.75% |
$249K - $309K
|
11.1K
$1.14M
|
|
|
Jul 16, 2020
Q2 2020
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.62KNew |
$247K - $307K
|
3.62K
$372K
|
|
|
Aug 14, 2020
Q2 2020
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
3.47K+ 130.97% |
$237K - $294K
|
6.12K
$629K
|
|
|
Aug 13, 2020
Q2 2020
|
Amg National Trust Bank
|
BUY
|
- |
3.47KNew |
$237K - $294K
|
3.47K
$356K
|
|
|
Aug 17, 2020
Q2 2020
|
Covenant Partners, LLC
|
BUY
|
- |
3.4K+ 2.07% |
$232K - $288K
|
168K
$17.3M
|
|
|
Aug 10, 2020
Q2 2020
|
Strategy Asset Managers LLC
|
BUY
|
- |
3.29KNew |
$224K - $278K
|
3.29K
$338K
|
|
|
Aug 03, 2020
Q2 2020
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
3.2KNew |
$219K - $272K
|
3.2K
$330K
|
|
|
Jul 31, 2020
Q2 2020
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.2K+ 400.5% |
$218K - $271K
|
4K
$411K
|
|
|
Aug 10, 2020
Q2 2020
|
Girard Partners Ltd.
|
BUY
|
- |
3.05K+ 6.4% |
$208K - $259K
|
50.8K
$5.22M
|
|
|
Jul 24, 2020
Q2 2020
|
Archford Capital Strategies, LLC
|
BUY
|
- |
3.02KNew |
$206K - $256K
|
3.02K
$310K
|
|
|
Aug 04, 2020
Q2 2020
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
3.02KNew |
$206K - $256K
|
3.02K
$310K
|
|
|
Aug 06, 2020
Q2 2020
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.97KNew |
$203K - $252K
|
2.97K
$306K
|
|
|
Aug 11, 2020
Q2 2020
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.96K+ 93.03% |
$202K - $251K
|
6.14K
$632K
|
|
|
Aug 11, 2020
Q2 2020
|
Tap Consulting, LLC
|
BUY
|
- |
2.93K+ 23.93% |
$200K - $249K
|
15.2K
$1.56M
|
|
|
Aug 06, 2020
Q2 2020
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2.93KNew |
$200K - $248K
|
2.93K
$301K
|
|
|
Aug 17, 2020
Q2 2020
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
2.92K+ 7.79% |
$200K - $248K
|
40.4K
$4.16M
|
|
|
Aug 19, 2020
Q2 2020
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.9K+ 7.29% |
$198K - $246K
|
42.7K
$4.39M
|
|
|
Aug 12, 2020
Q2 2020
|
Stone X Group Inc.
|
BUY
|
- |
2.8KNew |
$191K - $237K
|
2.8K
$288K
|
|
|
Aug 14, 2020
Q2 2020
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
2.69KNew |
$184K - $228K
|
2.69K
$277K
|
|
|
Jul 09, 2020
Q2 2020
|
Omega Financial Group, LLC
|
BUY
|
- |
2.67K+ 9.33% |
$182K - $226K
|
31.3K
$3.22M
|
|
|
Jul 22, 2020
Q2 2020
|
Cra Financial Services, LLC
|
BUY
|
- |
2.6KNew |
$177K - $220K
|
2.6K
$267K
|
|
|
Aug 14, 2020
Q2 2020
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.59KNew |
$177K - $219K
|
2.59K
$266K
|
|
|
Aug 11, 2020
Q2 2020
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
2.56KNew |
$174K - $217K
|
2.56K
$263K
|
|
|
Aug 17, 2020
Q2 2020
|
Townsquare Capital LLC
|
BUY
|
- |
2.55KNew |
$174K - $216K
|
2.55K
$262K
|
|
|
Jul 28, 2020
Q2 2020
|
Davenport & CO LLC
|
BUY
|
- |
2.55KNew |
$174K - $216K
|
2.55K
$262K
|
|
|
Jul 29, 2020
Q2 2020
|
V Wealth Advisors LLC
|
BUY
|
- |
2.52K+ 88.39% |
$172K - $214K
|
5.37K
$552K
|
|
|
Aug 07, 2020
Q2 2020
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.5KNew |
$170K - $212K
|
2.5K
$257K
|
|
|
Aug 13, 2020
Q2 2020
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.46K+ 29.08% |
$168K - $209K
|
10.9K
$1.12M
|
|
|
Jul 08, 2020
Q2 2020
|
Mcia Inc
|
BUY
|
- |
2.41KNew |
$164K - $204K
|
2.41K
$247K
|
|
|
Aug 13, 2020
Q2 2020
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.4KNew |
$164K - $204K
|
2.4K
$247K
|
|
|
Jul 27, 2020
Q2 2020
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.2K+ 13718.75% |
$150K - $186K
|
2.21K
$227K
|
|
|
Jul 31, 2020
Q2 2020
|
Cva Family Office, LLC
|
BUY
|
- |
2.15KNew |
$147K - $182K
|
2.15K
$221K
|
|
|
Aug 13, 2020
Q2 2020
|
Colony Group LLC
Boston, MA |
BUY
|
- |
1.87K+ 2.93% |
$127K - $158K
|
65.6K
$6.75M
|
|
|
Aug 04, 2020
Q2 2020
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.71K+ 2544.78% |
$116K - $145K
|
1.77K
$182K
|
|
|
Aug 13, 2020
Q2 2020
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.6KNew |
$109K - $136K
|
1.6K
$165K
|
|
|
Aug 12, 2020
Q2 2020
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
1.59KNew |
$109K - $135K
|
1.59K
$164K
|
|
|
Jul 23, 2020
Q2 2020
|
Creative Financial Designs Inc
|
BUY
|
- |
1.58K+ 18.87% |
$108K - $134K
|
9.97K
$1.03M
|
|
|
Aug 10, 2020
Q2 2020
|
Advisory Services Network, LLC
|
BUY
|
- |
1.47K+ 4.79% |
$100K - $124K
|
32.1K
$3.3M
|
|
|
Aug 11, 2020
Q2 2020
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
1.46K+ 25.63% |
$99.8K - $124K
|
7.17K
$737K
|
|
|
Jul 13, 2020
Q2 2020
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.44KNew |
$98.4K - $122K
|
1.44K
$148K
|
|
|
Jul 16, 2020
Q2 2020
|
Raymond James Trust N.A.
|
BUY
|
- |
1.36K+ 35.26% |
$92.9K - $115K
|
5.22K
$537K
|
|
|
Jul 29, 2020
Q2 2020
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.18K+ 4.58% |
$80.6K - $100K
|
27K
$2.77M
|
|
|
Aug 06, 2020
Q2 2020
|
Cx Institutional
|
BUY
|
- |
1.14K+ 7.91% |
$77.6K - $96.3K
|
15.5K
$1.59M
|
|
|
Aug 19, 2020
Q2 2020
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.03K+ 304.42% |
$70.5K - $87.5K
|
1.37K
$141K
|