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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2021
Q2 2021
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
4.21K+ 7.26% |
$430K - $461K
|
62.3K
$6.33M
|
|
|
Jul 19, 2021
Q2 2021
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
4.11K+ 9.09% |
$419K - $449K
|
49.3K
$5.01M
|
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.08K+ 26.99% |
$416K - $446K
|
19.2K
$1.95M
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
4.07K+ 29.87% |
$415K - $445K
|
17.7K
$1.8M
|
|
|
Aug 05, 2021
Q2 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.05K+ 94.87% |
$414K - $443K
|
8.33K
$846K
|
|
|
Aug 09, 2021
Q2 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.81K+ 17.92% |
$389K - $417K
|
25.1K
$2.55M
|
|
|
Aug 06, 2021
Q2 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.78KNew |
$386K - $413K
|
3.78K
$384K
|
|
|
Aug 10, 2021
Q2 2021
|
True Private Wealth Advisors
|
BUY
|
- |
3.72K+ 50.8% |
$380K - $407K
|
11K
$1.12M
|
|
|
Aug 11, 2021
Q2 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
3.63K+ 5.67% |
$371K - $397K
|
67.7K
$6.88M
|
|
|
Jul 21, 2021
Q2 2021
|
M. Kraus & CO
|
BUY
|
- |
3.52KNew |
$359K - $385K
|
3.52K
$358K
|
|
|
Aug 10, 2021
Q2 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
3.52K+ 9.1% |
$359K - $385K
|
42.2K
$4.29M
|
|
|
Aug 17, 2021
Q2 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.49K+ 7.86% |
$356K - $382K
|
47.9K
$4.87M
|
|
|
Aug 16, 2021
Q2 2021
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
3.46KNew |
$353K - $379K
|
3.46K
$352K
|
|
|
Aug 02, 2021
Q2 2021
|
Covenant Partners, LLC
|
BUY
|
- |
3.46K+ 2.16% |
$353K - $378K
|
163K
$16.6M
|
|
|
Aug 02, 2021
Q2 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
3.45K+ 25.68% |
$352K - $377K
|
16.9K
$1.72M
|
|
|
Aug 13, 2021
Q2 2021
|
Covington Capital Management
|
BUY
|
- |
3.37KNew |
$344K - $369K
|
3.37K
$343K
|
|
|
Aug 03, 2021
Q2 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
3.3K+ 5.13% |
$337K - $361K
|
67.6K
$6.87M
|
|
|
Aug 06, 2021
Q2 2021
|
First National Trust CO
|
BUY
|
- |
3.22K+ 9.97% |
$328K - $352K
|
35.5K
$3.61M
|
|
|
Jul 21, 2021
Q2 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.16K+ 6.92% |
$322K - $345K
|
48.7K
$4.96M
|
|
|
Aug 17, 2021
Q2 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.15KNew |
$322K - $345K
|
3.15K
$320K
|
|
|
Aug 12, 2021
Q2 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
3.08KNew |
$314K - $337K
|
3.08K
$313K
|
|
|
Aug 06, 2021
Q2 2021
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
2.82K+ 8.89% |
$288K - $309K
|
34.5K
$3.51M
|
|
|
Aug 02, 2021
Q2 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
2.81K+ 8.67% |
$287K - $307K
|
35.2K
$3.58M
|
|
|
Jul 26, 2021
Q2 2021
|
Private Capital Group, LLC
|
BUY
|
- |
2.79K+ 39.0% |
$285K - $305K
|
9.94K
$1.01M
|
|
|
Aug 11, 2021
Q2 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
2.77K+ 37.86% |
$282K - $302K
|
10.1K
$1.02M
|
|
|
Aug 04, 2021
Q2 2021
|
Wrapmanager Inc
|
BUY
|
- |
2.74K+ 109.59% |
$280K - $300K
|
5.25K
$533K
|
|
|
Aug 16, 2021
Q2 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2.71K+ 39.49% |
$277K - $297K
|
9.58K
$974K
|
|
|
Aug 06, 2021
Q2 2021
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.62K+ 5.24% |
$268K - $287K
|
52.7K
$5.36M
|
|
|
Aug 10, 2021
Q2 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.58K+ 6.36% |
$263K - $282K
|
43.2K
$4.39M
|
|
|
Aug 04, 2021
Q2 2021
|
Strategy Asset Managers LLC
|
BUY
|
- |
2.56K+ 18.05% |
$261K - $280K
|
16.7K
$1.7M
|
|
|
Aug 16, 2021
Q2 2021
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
2.49K+ 1.66% |
$254K - $272K
|
153K
$15.5M
|
|
|
Jul 13, 2021
Q2 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.48K+ 1996.77% |
$253K - $271K
|
2.6K
$264K
|
|
|
Aug 19, 2021
Q2 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.4K+ 5.41% |
$244K - $262K
|
46.7K
$4.75M
|
|
|
Aug 13, 2021
Q2 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.34KNew |
$239K - $256K
|
2.34K
$238K
|
|
|
Aug 11, 2021
Q2 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.31K+ 4.25% |
$236K - $253K
|
56.7K
$5.76M
|
|
|
Jul 26, 2021
Q2 2021
|
Tri Star Advisors Inc.
|
BUY
|
- |
2.3K+ 2.86% |
$235K - $252K
|
82.9K
$8.43M
|
|
|
Oct 18, 2023
Q2 2021
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
2.3KNew |
$234K - $251K
|
2.3K
$233K
|
|
|
Jul 16, 2021
Q2 2021
|
Diversified, LLC
|
BUY
|
- |
2.29KNew |
$234K - $251K
|
2.29K
$233K
|
|
|
Aug 12, 2021
Q2 2021
|
Hya Advisors, Inc
|
BUY
|
- |
2.28KNew |
$233K - $249K
|
2.28K
$232K
|
|
|
Aug 13, 2021
Q2 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.23K+ 6.48% |
$228K - $244K
|
36.7K
$3.73M
|
|
|
Aug 10, 2021
Q2 2021
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
2.2K+ 1.74% |
$225K - $241K
|
129K
$13.1M
|
|
|
Jul 28, 2021
Q2 2021
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2.17K+ 5.22% |
$221K - $237K
|
43.7K
$4.44M
|
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.15K+ 0.95% |
$219K - $235K
|
229K
$23.3M
|
|
|
Aug 06, 2021
Q2 2021
|
Stone X Group Inc.
|
BUY
|
- |
2.07K+ 26.22% |
$211K - $226K
|
9.96K
$1.01M
|
|
|
Jul 26, 2021
Q2 2021
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
2.06K+ 2.27% |
$211K - $226K
|
93.2K
$9.47M
|
|
|
Jul 14, 2021
Q2 2021
|
Detalus Advisors, LLC
|
BUY
|
- |
1.99KNew |
$203K - $218K
|
1.99K
$202K
|
|
|
Jul 27, 2021
Q2 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
1.97K+ 1.66% |
$201K - $216K
|
121K
$12.3M
|
|
|
Aug 16, 2021
Q2 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.96K+ 10.82% |
$200K - $214K
|
20K
$2.04M
|
|
|
Aug 12, 2021
Q2 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.94K+ 40.39% |
$198K - $212K
|
6.75K
$686K
|
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
BUY
|
- |
1.94K+ 38.56% |
$198K - $212K
|
6.96K
$708K
|