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
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-931- 4.12% |
$63.6K - $78.9K
|
21.7K
$2.23M
|
|
Aug 16, 2024
Q2 2020
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.06K- 5.82% |
$72.6K - $90.1K
|
17.2K
$1.77M
|
|
Aug 13, 2020
Q2 2020
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.13K- 19.29% |
$77.3K - $96K
|
4.74K
$488K
|
|
Aug 05, 2020
Q2 2020
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.2K- 21.54% |
$81.7K - $101K
|
4.36K
$448K
|
|
Jul 13, 2020
Q2 2020
|
Relaxing Retirement Coach
|
SELL
|
- |
-1.23K- 17.84% |
$84.1K - $104K
|
5.67K
$584K
|
|
Jul 17, 2020
Q2 2020
|
Csenge Advisory Group
|
SELL
|
- |
-1.52K- 30.84% |
$103K - $128K
|
3.4K
$350K
|
|
Aug 11, 2020
Q2 2020
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.58KClosed |
$108K - $134K
|
0
$0
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.59K- 3.28% |
$109K - $135K
|
46.8K
$4.82M
|
|
Aug 11, 2020
Q2 2020
|
Brighton Jones LLC
|
SELL
|
- |
-1.66K- 2.59% |
$113K - $141K
|
62.5K
$6.43M
|
|
Aug 13, 2020
Q2 2020
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.87K- 37.38% |
$128K - $159K
|
3.14K
$323K
|
|
Jul 14, 2020
Q2 2020
|
Ma Private Wealth
|
SELL
|
- |
-2K- 4.66% |
$136K - $169K
|
40.9K
$4.2M
|
|
Jul 17, 2020
Q2 2020
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.01K- 96.13% |
$137K - $170K
|
81
$8.33K
|
|
Aug 17, 2020
Q2 2020
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.15K- 3.88% |
$147K - $182K
|
53.2K
$5.47M
|
|
Aug 07, 2020
Q2 2020
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-2.21K- 20.54% |
$151K - $187K
|
8.55K
$880K
|
|
Aug 06, 2020
Q2 2020
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-2.22K- 1.48% |
$151K - $188K
|
147K
$15.2M
|
|
Aug 13, 2020
Q2 2020
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.32K- 89.91% |
$158K - $196K
|
260
$26.7K
|
|
Jul 30, 2020
Q2 2020
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.33K- 95.96% |
$159K - $197K
|
98
$10.1K
|
|
Aug 14, 2020
Q2 2020
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-2.64K- 7.14% |
$180K - $224K
|
34.4K
$3.54M
|
|
Aug 11, 2020
Q2 2020
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.78K- 86.64% |
$189K - $235K
|
428
$44K
|
|
Aug 06, 2020
Q2 2020
|
Aspiriant, LLC
|
SELL
|
- |
-2.85KClosed |
$195K - $242K
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-2.93K- 35.83% |
$200K - $249K
|
5.26K
$541K
|
|
Aug 13, 2020
Q2 2020
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-3.2K- 9.27% |
$219K - $272K
|
31.4K
$3.23M
|
|
Aug 07, 2020
Q2 2020
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-3.26KClosed |
$223K - $277K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-3.29K- 76.24% |
$225K - $279K
|
1.03K
$106K
|
|
Aug 13, 2020
Q2 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.33K- 12.48% |
$227K - $282K
|
23.3K
$2.4M
|
|
Jul 08, 2020
Q2 2020
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-3.5K- 58.94% |
$239K - $297K
|
2.44K
$251K
|
|
Aug 12, 2020
Q2 2020
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.56KClosed |
$243K - $301K
|
0
$0
|
|
Oct 18, 2024
Q2 2020
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-3.7K- 12.49% |
$252K - $313K
|
25.9K
$2.66M
|
|
Aug 11, 2020
Q2 2020
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.78KClosed |
$258K - $320K
|
0
$0
|
|
Jul 20, 2020
Q2 2020
|
Vigilare Wealth Management
|
SELL
|
- |
-3.87K- 23.5% |
$264K - $328K
|
12.6K
$1.3M
|
|
Jul 13, 2020
Q2 2020
|
Affiance Financial, LLC
|
SELL
|
- |
-3.88K- 15.83% |
$265K - $329K
|
20.6K
$2.12M
|
|
Aug 11, 2020
Q2 2020
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-4.09K- 14.14% |
$279K - $347K
|
24.8K
$2.55M
|
|
Dec 19, 2024
Q2 2020
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-4.09K- 40.44% |
$279K - $347K
|
6.02K
$620K
|
|
Jul 23, 2020
Q2 2020
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-4.63KClosed |
$316K - $392K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
North Rock Partners, LLC
|
SELL
|
- |
-4.86K- 8.07% |
$332K - $412K
|
55.3K
$5.69M
|
|
Jul 15, 2020
Q2 2020
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-5K- 35.54% |
$341K - $424K
|
9.07K
$933K
|
|
Jul 21, 2020
Q2 2020
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-5.41KClosed |
$369K - $458K
|
0
$0
|
|
Jul 30, 2020
Q2 2020
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-5.42K- 20.65% |
$370K - $460K
|
20.8K
$2.14M
|
|
Aug 14, 2020
Q2 2020
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-5.54K- 41.41% |
$378K - $470K
|
7.84K
$806K
|
|
Feb 11, 2021
Q2 2020
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-6.2K- 95.92% |
$423K - $526K
|
264
$27.2K
|
|
Jul 24, 2020
Q2 2020
|
Domani Wealth, LLC
|
SELL
|
- |
-6.21KClosed |
$424K - $527K
|
0
$0
|
|
Aug 05, 2020
Q2 2020
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-6.47K- 9.07% |
$442K - $549K
|
64.9K
$6.68M
|
|
Aug 04, 2020
Q2 2020
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-6.51KClosed |
$445K - $552K
|
0
$0
|
|
Jul 17, 2020
Q2 2020
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-7.05K- 0.55% |
$482K - $598K
|
1.29M
$132M
|
|
Aug 06, 2020
Q2 2020
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-9.74K- 5.79% |
$665K - $826K
|
158K
$16.3M
|
|
Aug 14, 2020
Q2 2020
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-10.4K- 76.15% |
$711K - $883K
|
3.26K
$336K
|
|
Aug 13, 2020
Q2 2020
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-10.5KClosed |
$715K - $888K
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-11.2K- 85.97% |
$762K - $946K
|
1.82K
$187K
|
|
Aug 07, 2020
Q2 2020
|
Staley Capital Advisers Inc
|
SELL
|
- |
-11.3K- 5.46% |
$771K - $958K
|
196K
$20.1M
|
|
Jul 27, 2020
Q2 2020
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-11.5K- 50.84% |
$786K - $976K
|
11.1K
$1.15M
|