Purchases and Sales Made in Q4 2020 in Msci Eafe Growth ETF (EFG)
This table provides information about the institutional ownership of Msci Eafe Growth ETF (EFG) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 19, 2021
Q4 2020
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
319K+ 94240.41% |
$27.6M - $32.4M
|
320K
$32.8M
|
|
Feb 16, 2021
Q4 2020
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
293KNew |
$25.3M - $29.7M
|
293K
$30M
|
|
Feb 05, 2021
Q4 2020
|
1900 Wealth Management LLC
|
BUY
|
- |
228KNew |
$19.7M - $23.1M
|
228K
$23.3M
|
|
Jan 27, 2021
Q4 2020
|
Cwm, LLC
|
BUY
|
- |
224K+ 20.16% |
$19.3M - $22.7M
|
1.34M
$137M
|
|
Apr 05, 2024
Q4 2020
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
198K+ 143.71% |
$17.1M - $20.1M
|
335K
$34.4M
|
|
Jan 28, 2021
Q4 2020
|
Southern Farm Bureau Life Insurance
|
BUY
|
- |
168KNew |
$14.5M - $17M
|
168K
$17.2M
|
|
Feb 11, 2021
Q4 2020
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
165KNew |
$14.2M - $16.7M
|
165K
$16.9M
|
|
Feb 02, 2021
Q4 2020
|
Envestnet Asset Management Inc
|
BUY
|
- |
157K+ 0.98% |
$13.6M - $16M
|
16.3M
$1.67B
|
|
Feb 16, 2021
Q4 2020
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
126K+ 141.27% |
$10.9M - $12.8M
|
215K
$22M
|
|
Feb 17, 2021
Q4 2020
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
103K+ 752.53% |
$8.85M - $10.4M
|
116K
$11.9M
|
|
Feb 16, 2021
Q4 2020
|
True Link Financial Advisors, LLC
|
BUY
|
- |
95.7KNew |
$8.26M - $9.72M
|
95.7K
$9.81M
|
|
Feb 16, 2021
Q4 2020
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
88.3K+ 21.51% |
$7.62M - $8.96M
|
499K
$51.1M
|
|
Jan 20, 2021
Q4 2020
|
Kestra Advisory Services, LLC
|
BUY
|
- |
85.3K+ 105.27% |
$7.36M - $8.66M
|
166K
$17M
|
|
Feb 01, 2021
Q4 2020
|
Ae Wealth Management LLC
|
BUY
|
- |
84.8K+ 17.84% |
$7.32M - $8.61M
|
560K
$57.4M
|
|
Feb 12, 2021
Q4 2020
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
81.4K+ 2307.54% |
$7.02M - $8.26M
|
84.9K
$8.7M
|
|
Feb 16, 2021
Q4 2020
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
71.7KNew |
$6.19M - $7.28M
|
71.7K
$7.34M
|
|
Jan 29, 2021
Q4 2020
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
69KNew |
$5.96M - $7.01M
|
69K
$7.07M
|
|
Feb 16, 2021
Q4 2020
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
65.1KNew |
$5.62M - $6.61M
|
65.1K
$6.67M
|
|
Feb 02, 2021
Q4 2020
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
63.5KNew |
$5.48M - $6.45M
|
63.5K
$6.51M
|
|
Feb 12, 2021
Q4 2020
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
53.6K+ 7.06% |
$4.62M - $5.44M
|
812K
$83.2M
|
|
Feb 04, 2021
Q4 2020
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
53.5KNew |
$4.61M - $5.43M
|
53.5K
$5.48M
|
|
Feb 16, 2021
Q4 2020
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
52KNew |
$4.49M - $5.28M
|
52K
$5.33M
|
|
Jan 22, 2021
Q4 2020
|
Fluent Financial, LLC
|
BUY
|
- |
51.7KNew |
$4.46M - $5.24M
|
51.7K
$5.29M
|
|
Feb 12, 2021
Q4 2020
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
51.2K+ 1.74% |
$4.42M - $5.19M
|
2.99M
$306M
|
|
Mar 09, 2021
Q4 2020
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
47.1KNew |
$4.07M - $4.78M
|
47.1K
$4.83M
|
|
Feb 17, 2021
Q4 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
46.8K+ 183.7% |
$4.04M - $4.75M
|
72.3K
$7.41M
|
|
Feb 11, 2021
Q4 2020
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
45.7K+ 3170.85% |
$3.94M - $4.64M
|
47.1K
$4.83M
|
|
Feb 12, 2021
Q4 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
45K+ 9.61% |
$3.88M - $4.57M
|
513K
$52.6M
|
|
Feb 11, 2021
Q4 2020
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
44.6KNew |
$3.85M - $4.52M
|
44.6K
$4.56M
|
|
Mar 01, 2021
Q4 2020
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
44.5KNew |
$3.84M - $4.52M
|
44.5K
$4.56M
|
|
Feb 09, 2021
Q4 2020
|
Sawtooth Solutions, LLC
|
BUY
|
- |
42.2K+ 8.57% |
$3.64M - $4.29M
|
535K
$54.8M
|
|
Jan 22, 2021
Q4 2020
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
40KNew |
$3.45M - $4.06M
|
40K
$4.1M
|
|
Mar 10, 2021
Q4 2020
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
39.2KNew |
$3.38M - $3.98M
|
39.2K
$4.02M
|
|
Jan 21, 2021
Q4 2020
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
37.8KNew |
$3.26M - $3.84M
|
37.8K
$3.87M
|
|
Jan 13, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
37.6KNew |
$3.25M - $3.82M
|
37.6K
$3.85M
|
|
Feb 10, 2021
Q4 2020
|
Dubuque Bank & Trust CO
|
BUY
|
- |
36.2K+ 28.43% |
$3.13M - $3.68M
|
164K
$16.8M
|
|
Feb 12, 2021
Q4 2020
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
35.2KNew |
$3.04M - $3.57M
|
35.2K
$3.61M
|
|
Feb 12, 2021
Q4 2020
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
35.2K+ 4.53% |
$3.04M - $3.57M
|
812K
$83.2M
|
|
Feb 16, 2021
Q4 2020
|
Tradition Wealth Management, LLC
|
BUY
|
- |
34.8KNew |
$3M - $3.53M
|
34.8K
$3.56M
|
|
Feb 01, 2021
Q4 2020
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
34.7K+ 11.63% |
$3M - $3.53M
|
333K
$34.2M
|
|
Feb 16, 2021
Q4 2020
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
34.5KNew |
$2.98M - $3.5M
|
34.5K
$3.53M
|
|
Feb 12, 2021
Q4 2020
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
34.2KNew |
$2.95M - $3.47M
|
34.2K
$3.5M
|
|
Jan 20, 2021
Q4 2020
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
33KNew |
$2.84M - $3.35M
|
33K
$3.38M
|
|
Feb 16, 2021
Q4 2020
|
Cooper Financial Group
|
BUY
|
- |
32.7K+ 27.56% |
$2.83M - $3.32M
|
152K
$15.5M
|
|
Feb 12, 2021
Q4 2020
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
32K+ 4.99% |
$2.77M - $3.25M
|
674K
$69.1M
|
|
Jan 29, 2021
Q4 2020
|
Austin Private Wealth, LLC
|
BUY
|
- |
31.8K+ 34.67% |
$2.74M - $3.23M
|
123K
$12.6M
|
|
Feb 02, 2021
Q4 2020
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
30.2KNew |
$2.6M - $3.06M
|
30.2K
$3.09M
|
|
Feb 04, 2021
Q4 2020
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
28.7K+ 15.26% |
$2.48M - $2.92M
|
217K
$22.2M
|
|
Feb 12, 2021
Q4 2020
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
28K+ 72.45% |
$2.41M - $2.84M
|
66.5K
$6.81M
|
|
Feb 16, 2021
Q4 2020
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
27.9K+ 49.78% |
$2.41M - $2.83M
|
84K
$8.6M
|