Purchases and Sales Made in Q4 2021 in Msci Eafe Growth ETF (EFG)
This table provides information about the institutional ownership of Msci Eafe Growth ETF (EFG) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.81KClosed |
$295K - $318K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-2.81K- 2.82% |
$295K - $319K
|
96.8K
$9.96M
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.97K- 15.9% |
$312K - $337K
|
15.7K
$1.62M
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-2.99K- 31.92% |
$314K - $339K
|
6.38K
$656K
|
|
Feb 15, 2022
Q4 2021
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-3.2K- 2.88% |
$336K - $363K
|
108K
$11.1M
|
|
Feb 10, 2022
Q4 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-3.86K- 6.49% |
$405K - $437K
|
55.6K
$5.71M
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-3.86K- 12.48% |
$406K - $438K
|
27.1K
$2.79M
|
|
Feb 14, 2022
Q4 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.31KClosed |
$453K - $489K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-4.62KClosed |
$486K - $525K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-4.88K- 7.65% |
$513K - $554K
|
58.9K
$6.06M
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5.01K- 11.98% |
$527K - $569K
|
36.8K
$3.79M
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
SELL
|
- |
-5.12K- 31.39% |
$538K - $581K
|
11.2K
$1.15M
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-5.14K- 1.66% |
$540K - $583K
|
304K
$31.3M
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-5.44K- 8.15% |
$572K - $617K
|
61.4K
$6.31M
|
|
Feb 14, 2022
Q4 2021
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-6.36K- 24.32% |
$668K - $721K
|
19.8K
$2.03M
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.71K- 25.66% |
$705K - $761K
|
19.4K
$2M
|
|
Feb 07, 2022
Q4 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-6.77K- 24.51% |
$711K - $767K
|
20.8K
$2.14M
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-6.86K- 9.93% |
$721K - $779K
|
62.2K
$6.4M
|
|
Feb 11, 2022
Q4 2021
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-7.21K- 20.94% |
$757K - $818K
|
27.2K
$2.8M
|
|
Jan 21, 2022
Q4 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-7.36K- 12.35% |
$773K - $834K
|
52.2K
$5.37M
|
|
Feb 09, 2022
Q4 2021
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-7.48KClosed |
$785K - $848K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Advisory Alpha, LLC
|
SELL
|
- |
-7.52K- 14.17% |
$790K - $853K
|
45.5K
$4.69M
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-8.33KClosed |
$875K - $945K
|
0
$0
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
SELL
|
- |
-8.44K- 8.54% |
$886K - $957K
|
90.3K
$9.29M
|
|
Feb 14, 2022
Q4 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-8.46KClosed |
$888K - $959K
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-8.64KClosed |
$908K - $980K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-8.66KClosed |
$910K - $983K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-8.71K- 1.75% |
$915K - $988K
|
488K
$50.2M
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
SELL
|
- |
-8.76K- 33.51% |
$921K - $994K
|
17.4K
$1.79M
|
|
Feb 10, 2022
Q4 2021
|
Crestone Asset Management LLC
|
SELL
|
- |
-10.5K- 8.95% |
$1.1M - $1.19M
|
107K
$11M
|
|
Jan 20, 2022
Q4 2021
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-10.8KClosed |
$1.14M - $1.23M
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Strategy Asset Managers LLC
|
SELL
|
- |
-12.3K- 70.66% |
$1.29M - $1.4M
|
5.12K
$526K
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-14.4K- 89.55% |
$1.52M - $1.64M
|
1.69K
$173K
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-15.2KClosed |
$1.59M - $1.72M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-15.5K- 18.68% |
$1.63M - $1.76M
|
67.3K
$6.93M
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-18.4K- 24.98% |
$1.93M - $2.09M
|
55.2K
$5.68M
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
SELL
|
- |
-18.4K- 3.11% |
$1.93M - $2.09M
|
573K
$58.9M
|
|
Feb 14, 2022
Q4 2021
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-19KClosed |
$1.99M - $2.15M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-19.6K- 10.17% |
$2.05M - $2.22M
|
173K
$17.8M
|
|
Jan 31, 2022
Q4 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-20KClosed |
$2.1M - $2.26M
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-22.4K- 18.11% |
$2.36M - $2.54M
|
101K
$10.4M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-24.4K- 14.36% |
$2.56M - $2.77M
|
145K
$15M
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-28K- 1.31% |
$2.94M - $3.17M
|
2.11M
$218M
|
|
Feb 08, 2022
Q4 2021
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-29.5KClosed |
$3.1M - $3.35M
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-30.9K- 42.06% |
$3.25M - $3.51M
|
42.6K
$4.38M
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-33.2K- 91.46% |
$3.49M - $3.77M
|
3.1K
$319K
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-37.9K- 10.95% |
$3.98M - $4.3M
|
308K
$31.7M
|
|
Jan 21, 2022
Q4 2021
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-45.5KClosed |
$4.78M - $5.16M
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-47.3KClosed |
$4.97M - $5.37M
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-55.7K- 15.81% |
$5.86M - $6.32M
|
297K
$30.5M
|