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 09, 2021
Q2 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-861Closed |
$87.9K - $94.2K
|
0
$0
|
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-886- 5.51% |
$90.4K - $96.9K
|
15.2K
$1.54M
|
|
|
Jul 29, 2021
Q2 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-888- 13.25% |
$90.6K - $97.1K
|
5.81K
$591K
|
|
|
Aug 09, 2021
Q2 2021
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-910- 7.58% |
$92.9K - $99.5K
|
11.1K
$1.13M
|
|
|
Jul 30, 2021
Q2 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-911- 2.74% |
$93K - $99.7K
|
32.4K
$3.29M
|
|
|
Aug 02, 2021
Q2 2021
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-917- 18.84% |
$93.6K - $100K
|
3.95K
$402K
|
|
|
Jul 22, 2021
Q2 2021
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-940- 20.35% |
$95.9K - $103K
|
3.68K
$374K
|
|
|
Jul 28, 2021
Q2 2021
|
Hc Financial Advisors Inc
|
SELL
|
- |
-953- 5.09% |
$97.3K - $104K
|
17.8K
$1.81M
|
|
|
Aug 09, 2021
Q2 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-957- 9.73% |
$97.7K - $105K
|
8.88K
$903K
|
|
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-966Closed |
$98.6K - $106K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
First Manhattan CO
New York, NY |
SELL
|
- |
-991- 59.41% |
$101K - $108K
|
677
$68.8K
|
|
|
Aug 04, 2021
Q2 2021
|
Empire Life Investments Inc.
|
SELL
|
- |
-1K- 23.81% |
$102K - $109K
|
3.2K
$325K
|
|
|
Sep 03, 2021
Q2 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.09K- 44.33% |
$111K - $119K
|
1.37K
$139K
|
|
|
Aug 06, 2021
Q2 2021
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-1.11K- 27.69% |
$114K - $122K
|
2.91K
$296K
|
|
|
Jul 26, 2021
Q2 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.26K- 6.72% |
$129K - $138K
|
17.5K
$1.78M
|
|
|
Aug 17, 2021
Q2 2021
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-1.27K- 22.32% |
$129K - $139K
|
4.41K
$449K
|
|
|
Aug 06, 2021
Q2 2021
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-1.41K- 2.3% |
$144K - $154K
|
59.7K
$6.07M
|
|
|
Aug 03, 2021
Q2 2021
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.42K- 13.03% |
$144K - $155K
|
9.45K
$961K
|
|
|
Aug 09, 2021
Q2 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.42K- 2.23% |
$145K - $156K
|
62.3K
$6.33M
|
|
|
Jul 23, 2021
Q2 2021
|
Successful Portfolios LLC
|
SELL
|
- |
-1.44K- 15.01% |
$147K - $157K
|
8.14K
$828K
|
|
|
Aug 05, 2021
Q2 2021
|
Spectrum Management Group, LLC
|
SELL
|
- |
-1.46K- 1.79% |
$149K - $159K
|
80.2K
$8.15M
|
|
|
Aug 10, 2021
Q2 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-1.49KClosed |
$152K - $163K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.58K- 34.53% |
$161K - $173K
|
3K
$305K
|
|
|
Jul 22, 2021
Q2 2021
|
Burleson & Company, LLC
|
SELL
|
- |
-1.61K- 20.87% |
$164K - $176K
|
6.11K
$621K
|
|
|
Jul 27, 2021
Q2 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.73KClosed |
$177K - $190K
|
0
$0
|
|
|
Jul 16, 2021
Q2 2021
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-1.75K- 3.79% |
$179K - $192K
|
44.5K
$4.53M
|
|
|
Aug 12, 2021
Q2 2021
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-1.78K- 1.3% |
$181K - $194K
|
135K
$13.7M
|
|
|
Jul 29, 2021
Q2 2021
|
First American Trust, Fsb
|
SELL
|
- |
-1.79K- 28.54% |
$183K - $196K
|
4.49K
$456K
|
|
|
Aug 16, 2021
Q2 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.79K- 22.31% |
$183K - $196K
|
6.24K
$635K
|
|
|
Aug 24, 2021
Q2 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.86K- 12.35% |
$190K - $204K
|
13.2K
$1.34M
|
|
|
Aug 10, 2021
Q2 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.89K- 8.48% |
$193K - $207K
|
20.4K
$2.08M
|
|
|
Aug 13, 2021
Q2 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1.94K- 70.28% |
$198K - $213K
|
822
$83.6K
|
|
|
Aug 16, 2021
Q2 2021
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.99K- 67.61% |
$203K - $218K
|
955
$97.1K
|
|
|
Aug 16, 2021
Q2 2021
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.01K- 4.66% |
$205K - $219K
|
41K
$4.17M
|
|
|
Aug 16, 2021
Q2 2021
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-2.03KClosed |
$208K - $222K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.05K- 4.58% |
$209K - $224K
|
42.6K
$4.33M
|
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.06KClosed |
$211K - $226K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Lyell Wealth Management, LP
|
SELL
|
- |
-2.1KClosed |
$214K - $230K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Tufton Capital Management
|
SELL
|
- |
-2.1KClosed |
$214K - $230K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Brighton Jones LLC
|
SELL
|
- |
-2.21K- 3.8% |
$225K - $241K
|
55.9K
$5.68M
|
|
|
Jul 15, 2021
Q2 2021
|
Hbw Advisory Services LLC
|
SELL
|
- |
-2.26KClosed |
$230K - $247K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-2.27KClosed |
$232K - $248K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Domani Wealth, LLC
|
SELL
|
- |
-2.29KClosed |
$233K - $250K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-2.37KClosed |
$242K - $259K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-2.37KClosed |
$242K - $259K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.4K- 12.38% |
$245K - $263K
|
17K
$1.73M
|
|
|
Jul 14, 2021
Q2 2021
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2.4K- 6.31% |
$245K - $263K
|
35.7K
$3.63M
|
|
|
Jul 14, 2021
Q2 2021
|
Affiance Financial, LLC
|
SELL
|
- |
-2.41K- 14.31% |
$246K - $263K
|
14.4K
$1.47M
|
|
|
Aug 13, 2021
Q2 2021
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-2.43K- 9.93% |
$248K - $265K
|
22K
$2.24M
|
|
|
Aug 10, 2021
Q2 2021
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-2.47K- 7.89% |
$252K - $270K
|
28.8K
$2.93M
|