Purchases and Sales Made in Q2 2021 in Msci Eafe Growth ETF (EFG)
This table provides information about the institutional ownership of Msci Eafe Growth ETF (EFG) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2021
Q2 2021
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-2.47K- 7.89% |
$252K - $270K
|
28.8K
$2.92M
|
|
|
Jul 28, 2021
Q2 2021
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-2.51K- 26.7% |
$257K - $275K
|
6.9K
$700K
|
|
|
Aug 16, 2021
Q2 2021
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-2.52K- 34.65% |
$257K - $275K
|
4.75K
$482K
|
|
|
Aug 12, 2021
Q2 2021
|
Drexel Morgan & Co.
Radnor, PA |
SELL
|
- |
-2.56KClosed |
$261K - $279K
|
0
$0
|
|
|
Aug 19, 2021
Q2 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-2.68K- 2.8% |
$273K - $293K
|
92.9K
$9.43M
|
|
|
Aug 10, 2021
Q2 2021
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.68KClosed |
$273K - $293K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-2.95KClosed |
$301K - $323K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Cx Institutional
|
SELL
|
- |
-3.08K- 89.86% |
$314K - $336K
|
347
$35.2K
|
|
|
Mar 11, 2024
Q2 2021
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-3.11K- 2.57% |
$318K - $341K
|
118K
$12M
|
|
|
Aug 13, 2021
Q2 2021
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3.18KClosed |
$324K - $347K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-3.19K- 26.76% |
$326K - $349K
|
8.74K
$887K
|
|
|
Aug 13, 2021
Q2 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-3.24K- 51.89% |
$330K - $354K
|
3K
$305K
|
|
|
Aug 11, 2021
Q2 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.5K- 6.72% |
$358K - $383K
|
48.6K
$4.94M
|
|
|
Aug 10, 2021
Q2 2021
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-3.53KClosed |
$360K - $386K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3.55K- 13.4% |
$362K - $388K
|
23K
$2.33M
|
|
|
Aug 09, 2021
Q2 2021
|
Staley Capital Advisers Inc
|
SELL
|
- |
-3.7K- 2.44% |
$378K - $405K
|
148K
$15.1M
|
|
|
Aug 11, 2021
Q2 2021
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-3.89K- 8.21% |
$397K - $426K
|
43.5K
$4.42M
|
|
|
Jul 13, 2021
Q2 2021
|
Rda Financial Network
|
SELL
|
- |
-4.19KClosed |
$427K - $458K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Fluent Financial, LLC
|
SELL
|
- |
-4.34K- 8.4% |
$443K - $475K
|
47.3K
$4.8M
|
|
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.37K- 10.85% |
$446K - $478K
|
35.9K
$3.64M
|
|
|
Jul 29, 2021
Q2 2021
|
Conning Inc.
|
SELL
|
- |
-4.63K- 44.1% |
$473K - $507K
|
5.87K
$596K
|
|
|
Jul 06, 2021
Q2 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5.08K- 9.5% |
$518K - $555K
|
48.4K
$4.91M
|
|
|
Aug 13, 2021
Q2 2021
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-5.09K- 12.73% |
$520K - $557K
|
34.9K
$3.54M
|
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-5.14K- 7.69% |
$524K - $562K
|
61.7K
$6.26M
|
|
|
Aug 12, 2021
Q2 2021
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-5.18KClosed |
$529K - $567K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-5.38K- 34.46% |
$550K - $589K
|
10.2K
$1.04M
|
|
|
Aug 13, 2021
Q2 2021
|
M&T Bank Corp
|
SELL
|
- |
-5.39K- 0.93% |
$550K - $589K
|
575K
$58.4M
|
|
|
Aug 03, 2021
Q2 2021
|
Mv Capital Management, Inc.
|
SELL
|
- |
-5.62K- 9.24% |
$574K - $615K
|
55.2K
$5.61M
|
|
|
Aug 16, 2021
Q2 2021
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-5.66K- 73.15% |
$577K - $619K
|
2.08K
$211K
|
|
|
Aug 13, 2021
Q2 2021
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-5.81K- 4.01% |
$593K - $635K
|
139K
$14.1M
|
|
|
Aug 12, 2021
Q2 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-5.86K- 26.08% |
$598K - $641K
|
16.6K
$1.69M
|
|
|
Aug 13, 2021
Q2 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.14K- 8.96% |
$627K - $672K
|
62.4K
$6.34M
|
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
SELL
|
- |
-6.38K- 10.54% |
$651K - $697K
|
54.1K
$5.49M
|
|
|
Aug 17, 2021
Q2 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-6.57K- 36.95% |
$671K - $719K
|
11.2K
$1.14M
|
|
|
Aug 09, 2021
Q2 2021
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-6.72K- 0.8% |
$686K - $735K
|
834K
$84.6M
|
|
|
Aug 04, 2021
Q2 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-6.83K- 12.97% |
$697K - $747K
|
45.8K
$4.65M
|
|
|
Jul 28, 2021
Q2 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-6.9K- 22.52% |
$704K - $754K
|
23.7K
$2.41M
|
|
|
Jan 08, 2024
Q2 2021
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-6.98K- 16.64% |
$712K - $763K
|
34.9K
$3.55M
|
|
|
Aug 03, 2021
Q2 2021
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-7.35K- 8.17% |
$750K - $803K
|
82.6K
$8.38M
|
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-7.4K- 92.22% |
$756K - $810K
|
625
$63.4K
|
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.72K- 3.68% |
$788K - $844K
|
202K
$20.5M
|
|
|
Aug 02, 2021
Q2 2021
|
Crestone Asset Management LLC
|
SELL
|
- |
-7.78K- 6.01% |
$794K - $851K
|
122K
$12.3M
|
|
|
Jul 14, 2021
Q2 2021
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-8.89K- 20.16% |
$907K - $972K
|
35.2K
$3.57M
|
|
|
Aug 12, 2021
Q2 2021
|
North Rock Partners, LLC
|
SELL
|
- |
-9.36K- 20.0% |
$955K - $1.02M
|
37.4K
$3.8M
|
|
|
Jul 23, 2021
Q2 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-9.73K- 34.1% |
$993K - $1.06M
|
18.8K
$1.91M
|
|
|
Jul 24, 2024
Q2 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-10K- 14.63% |
$1.02M - $1.1M
|
58.6K
$5.95M
|
|
|
Aug 12, 2021
Q2 2021
|
Flc Capital Advisors
|
SELL
|
- |
-11.8K- 14.28% |
$1.21M - $1.29M
|
71K
$7.21M
|
|
|
Jul 21, 2021
Q2 2021
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-12K- 21.09% |
$1.22M - $1.31M
|
44.8K
$4.54M
|
|
|
Aug 12, 2021
Q2 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-14.6K- 34.12% |
$1.49M - $1.6M
|
28.3K
$2.87M
|
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-14.9K- 38.8% |
$1.52M - $1.63M
|
23.5K
$2.39M
|