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 10, 2020
Q2 2020
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1KNew |
$68.3K - $84.8K
|
1K
$103K
|
|
|
Aug 12, 2020
Q2 2020
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
866+ 1.84% |
$59.1K - $73.4K
|
48.1K
$4.94M
|
|
|
Jul 16, 2020
Q2 2020
|
Wedbush Securities Inc
|
BUY
|
- |
802+ 12.23% |
$54.8K - $68K
|
7.36K
$757K
|
|
|
Aug 03, 2020
Q2 2020
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
762New |
$52K - $64.6K
|
762
$78.4K
|
|
|
Nov 16, 2021
Q2 2020
|
Truist Financial Corp
|
BUY
|
- |
750+ 0.06% |
$51.2K - $63.6K
|
1.32M
$135M
|
|
|
Jul 21, 2020
Q2 2020
|
Financial Management Professionals, Inc.
|
BUY
|
- |
742+ 1.31% |
$50.7K - $62.9K
|
57.3K
$5.89M
|
|
|
Aug 13, 2020
Q2 2020
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
731+ 25.21% |
$49.9K - $62K
|
3.63K
$374K
|
|
|
Jul 20, 2020
Q2 2020
|
Patten Group, Inc.
|
BUY
|
- |
601+ 2.54% |
$41K - $50.9K
|
24.2K
$2.49M
|
|
|
Aug 14, 2020
Q2 2020
|
Advisory Alpha, LLC
|
BUY
|
- |
566+ 2.58% |
$38.6K - $48K
|
22.5K
$2.32M
|
|
|
Aug 12, 2020
Q2 2020
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
562+ 1.2% |
$38.4K - $47.6K
|
47.5K
$4.89M
|
|
|
Aug 11, 2020
Q2 2020
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
552+ 1.12% |
$37.7K - $46.8K
|
49.9K
$5.13M
|
|
|
Jul 02, 2020
Q2 2020
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
442New |
$30.2K - $37.5K
|
442
$45.5K
|
|
|
Jul 21, 2020
Q2 2020
|
Wolff Financial Management LLC
|
BUY
|
- |
432+ 3.46% |
$29.5K - $36.6K
|
12.9K
$1.33M
|
|
|
Aug 11, 2020
Q2 2020
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
417+ 14.21% |
$28.5K - $35.3K
|
3.35K
$345K
|
|
|
Aug 07, 2020
Q2 2020
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
406+ 17.36% |
$27.7K - $34.4K
|
2.75K
$282K
|
|
|
Aug 10, 2020
Q2 2020
|
Arkadios Wealth Advisors
|
BUY
|
- |
380New |
$25.9K - $32.2K
|
380
$39.1K
|
|
|
Jul 23, 2020
Q2 2020
|
Creative Planning
Overland Park, KS |
BUY
|
- |
344+ 2.07% |
$23.5K - $29.2K
|
17K
$1.75M
|
|
|
Aug 13, 2020
Q2 2020
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
337+ 5.08% |
$23K - $28.6K
|
6.97K
$716K
|
|
|
Jul 08, 2020
Q2 2020
|
Bogart Wealth, LLC
|
BUY
|
- |
295+ 0.87% |
$20.1K - $25K
|
34.3K
$3.53M
|
|
|
Jul 15, 2020
Q2 2020
|
Selective Wealth Management, Inc.
|
BUY
|
- |
292New |
$19.9K - $24.8K
|
292
$30K
|
|
|
Jul 31, 2020
Q2 2020
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
287New |
$19.6K - $24.3K
|
287
$29.5K
|
|
|
Jul 31, 2020
Q2 2020
|
Valmark Advisers, Inc.
|
BUY
|
- |
232+ 1.06% |
$15.8K - $19.7K
|
22.1K
$2.27M
|
|
|
Jul 07, 2020
Q2 2020
|
Tsfg, LLC
|
BUY
|
- |
223New |
$15.2K - $18.9K
|
223
$22.9K
|
|
|
Aug 13, 2020
Q2 2020
|
Covington Capital Management
|
BUY
|
- |
198New |
$13.5K - $16.8K
|
198
$20.4K
|
|
|
Aug 13, 2020
Q2 2020
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
161+ 80.5% |
$11K - $13.6K
|
361
$37.1K
|
|
|
Jul 13, 2020
Q2 2020
|
West Coast Financial LLC
|
BUY
|
- |
142+ 2.52% |
$9.69K - $12K
|
5.79K
$595K
|
|
|
Jul 17, 2024
Q2 2020
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
121New |
$8.26K - $10.3K
|
121
$12.4K
|
|
|
Jul 06, 2020
Q2 2020
|
Ellevest, Inc.
|
BUY
|
- |
98New |
$6.69K - $8.31K
|
98
$10.1K
|
|
|
Sep 07, 2021
Q2 2020
|
Geneos Wealth Management Inc.
|
BUY
|
- |
98+ 0.55% |
$6.69K - $8.31K
|
17.9K
$1.84M
|
|
|
Jul 30, 2020
Q2 2020
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
91New |
$6.21K - $7.71K
|
91
$9.36K
|
|
|
Aug 05, 2020
Q2 2020
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
86+ 0.96% |
$5.87K - $7.29K
|
9.05K
$931K
|
|
|
Aug 14, 2020
Q2 2020
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
63New |
$4.3K - $5.34K
|
63
$6.48K
|
|
|
Aug 11, 2020
Q2 2020
|
Townsend Asset Management Corp
|
BUY
|
- |
60New |
$4.1K - $5.09K
|
60
$6.17K
|
|
|
Aug 05, 2020
Q2 2020
|
First Bank & Trust
|
BUY
|
- |
58New |
$3.96K - $4.92K
|
58
$5.97K
|
|
|
Aug 11, 2020
Q2 2020
|
Horan Securities, Inc.
|
BUY
|
- |
52New |
$3.55K - $4.41K
|
52
$5.35K
|
|
|
Aug 07, 2020
Q2 2020
|
Financial Counselors Inc
|
BUY
|
- |
49+ 1.12% |
$3.35K - $4.15K
|
4.43K
$456K
|
|
|
Aug 05, 2020
Q2 2020
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
45New |
$3.07K - $3.81K
|
45
$4.63K
|
|
|
Aug 05, 2020
Q2 2020
|
Evensky & Katz LLC
|
BUY
|
- |
44+ 0.49% |
$3K - $3.73K
|
8.93K
$919K
|
|
|
Jul 22, 2020
Q2 2020
|
High Mark Wealth Management LLC
|
BUY
|
- |
41+ 8.52% |
$2.8K - $3.48K
|
522
$53.7K
|
|
|
Aug 06, 2020
Q2 2020
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
29New |
$1.98K - $2.46K
|
29
$2.98K
|
|
|
Jul 28, 2020
Q2 2020
|
Baystate Wealth Management LLC
|
BUY
|
- |
24New |
$1.64K - $2.03K
|
24
$2.47K
|
|
|
Aug 13, 2020
Q2 2020
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
21+ 0.59% |
$1.43K - $1.78K
|
3.6K
$370K
|
|
|
Aug 14, 2020
Q2 2020
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
20+ 0.61% |
$1.37K - $1.7K
|
3.32K
$341K
|
|
|
Jul 20, 2020
Q2 2020
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
12+ 0.83% |
$819 - $1.02K
|
1.45K
$149K
|
|
|
Jul 31, 2020
Q2 2020
|
Lincoln National Corp
|
BUY
|
- |
11+ 0.1% |
$751 - $932
|
11K
$1.13M
|
|
|
Jan 09, 2024
Q2 2020
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3+ 0.74% |
$205 - $254
|
407
$41.9K
|
|
|
Aug 14, 2020
Q2 2020
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
2+ 0.04% |
$137 - $170
|
4.58K
$471K
|
|
|
Aug 07, 2020
Q2 2020
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.01% |
$68.3 - $84.8
|
7.01K
$721K
|
|
|
Jul 22, 2020
Q2 2020
|
Highland Capital Management, LLC
|
BUY
|
- |
1+ 0.02% |
$68.3 - $84.8
|
5.42K
$558K
|
|
|
Aug 11, 2020
Q2 2020
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.18% |
$68.3 - $84.8
|
557
$57.3K
|