Purchases and Sales Made in Q1 2020 in Msci Eafe Value ETF (EFV)
This table provides information about the institutional ownership of Msci Eafe Value ETF (EFV) during Q1 2020. The information is specifically focused on institutions that hold shares of MSCI EAFE VALUE ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Sep 15, 2021
Q1 2020
|
Cwm, LLC
|
BUY
|
- |
5.68M+ 823260.75% |
$176M - $287M
|
5.68M
$312M
|
|
|
May 14, 2020
Q1 2020
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.05MNew |
$63.7M - $104M
|
2.05M
$113M
|
|
|
May 01, 2020
Q1 2020
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.92M+ 10.09% |
$59.6M - $97M
|
21M
$1.15B
|
|
|
May 14, 2020
Q1 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
911K+ 683.99% |
$28.2M - $45.9M
|
1.04M
$57.3M
|
|
|
May 14, 2020
Q1 2020
|
M&T Bank Corp
|
BUY
|
- |
849KNew |
$26.3M - $42.8M
|
849K
$46.6M
|
|
|
May 15, 2020
Q1 2020
|
Truist Financial Corp
|
BUY
|
- |
747K+ 75.28% |
$23.1M - $37.7M
|
1.74M
$95.4M
|
|
|
May 15, 2020
Q1 2020
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
608K+ 78.6% |
$18.8M - $30.7M
|
1.38M
$75.8M
|
|
|
May 15, 2020
Q1 2020
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
530K+ 808.86% |
$16.4M - $26.7M
|
595K
$32.7M
|
|
|
May 04, 2020
Q1 2020
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
387K+ 17.36% |
$12M - $19.5M
|
2.61M
$143M
|
|
|
Apr 30, 2020
Q1 2020
|
Savant Capital, LLC
|
BUY
|
- |
365K+ 172.47% |
$11.3M - $18.4M
|
576K
$31.6M
|
|
|
May 08, 2020
Q1 2020
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
312K+ 90.2% |
$9.68M - $15.8M
|
658K
$36.1M
|
|
|
Apr 30, 2020
Q1 2020
|
High Mark Wealth Management LLC
|
BUY
|
- |
283K+ 52145.57% |
$8.76M - $14.3M
|
283K
$15.5M
|
|
|
May 05, 2020
Q1 2020
|
Aspiriant, LLC
|
BUY
|
- |
276K+ 171.13% |
$8.57M - $13.9M
|
438K
$24M
|
|
|
May 15, 2020
Q1 2020
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
202K+ 16.64% |
$6.26M - $10.2M
|
1.42M
$77.7M
|
|
|
May 11, 2020
Q1 2020
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
176K+ 137.63% |
$5.45M - $8.87M
|
304K
$16.7M
|
|
|
May 13, 2020
Q1 2020
|
North Rock Partners, LLC
|
BUY
|
- |
167K+ 36.93% |
$5.16M - $8.4M
|
618K
$33.9M
|
|
|
May 07, 2020
Q1 2020
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
164K+ 45.04% |
$5.07M - $8.25M
|
527K
$28.9M
|
|
|
May 14, 2020
Q1 2020
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
152K+ 34.31% |
$4.71M - $7.67M
|
595K
$32.6M
|
|
|
May 18, 2020
Q1 2020
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
151K+ 622.02% |
$4.67M - $7.61M
|
175K
$9.61M
|
|
|
May 18, 2020
Q1 2020
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
148KNew |
$4.57M - $7.45M
|
148K
$8.1M
|
|
|
Apr 23, 2020
Q1 2020
|
Envestnet Asset Management Inc
|
BUY
|
- |
133K+ 2.97% |
$4.13M - $6.73M
|
4.62M
$253M
|
|
|
May 05, 2020
Q1 2020
|
Fifth Third Bancorp
|
BUY
|
- |
130K+ 24.36% |
$4.04M - $6.57M
|
665K
$36.5M
|
|
|
Apr 30, 2020
Q1 2020
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
123K+ 2947.88% |
$3.81M - $6.21M
|
127K
$6.98M
|
|
|
May 21, 2020
Q1 2020
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
111K+ 671.73% |
$3.43M - $5.58M
|
127K
$6.97M
|
|
|
May 07, 2020
Q1 2020
|
Tiedemann Advisors, LLC
|
BUY
|
- |
90.1K+ 38.24% |
$2.79M - $4.55M
|
326K
$17.9M
|
|
|
May 14, 2020
Q1 2020
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
87.6K+ 1081.83% |
$2.72M - $4.42M
|
95.7K
$5.25M
|
|
|
May 13, 2020
Q1 2020
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
86.7K+ 502.54% |
$2.69M - $4.37M
|
104K
$5.7M
|
|
|
May 14, 2020
Q1 2020
|
Financial Advisory Service, Inc.
|
BUY
|
- |
76.7K+ 33.58% |
$2.38M - $3.87M
|
305K
$16.7M
|
|
|
Apr 21, 2020
Q1 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
67.8K+ 62.0% |
$2.1M - $3.42M
|
177K
$9.72M
|
|
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
66.4K+ 206.23% |
$2.06M - $3.35M
|
98.6K
$5.41M
|
|
|
May 05, 2020
Q1 2020
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
61.8K+ 317.63% |
$1.92M - $3.12M
|
81.3K
$4.46M
|
|
|
Apr 30, 2020
Q1 2020
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
61.7K+ 511.27% |
$1.91M - $3.11M
|
73.7K
$4.04M
|
|
|
Apr 23, 2020
Q1 2020
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
58.4K+ 22.49% |
$1.81M - $2.95M
|
318K
$17.4M
|
|
|
May 11, 2020
Q1 2020
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
57.9K+ 32.5% |
$1.8M - $2.92M
|
236K
$13M
|
|
|
May 15, 2020
Q1 2020
|
Symmetry Partners, LLC
|
BUY
|
- |
57.2K+ 16.5% |
$1.77M - $2.89M
|
404K
$22.2M
|
|
|
May 14, 2020
Q1 2020
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
56.1K+ 12.33% |
$1.74M - $2.83M
|
511K
$28.1M
|
|
|
May 07, 2020
Q1 2020
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
55.2KNew |
$1.71M - $2.79M
|
55.2K
$3.03M
|
|
|
May 15, 2020
Q1 2020
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
53.3K+ 36.69% |
$1.65M - $2.69M
|
198K
$10.9M
|
|
|
May 15, 2020
Q1 2020
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
52.3K+ 375.24% |
$1.62M - $2.64M
|
66.2K
$3.63M
|
|
|
May 14, 2020
Q1 2020
|
Apella Capital, LLC
|
BUY
|
- |
49.8KNew |
$1.54M - $2.51M
|
49.8K
$2.73M
|
|
|
May 11, 2020
Q1 2020
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
48.3K+ 4.03% |
$1.5M - $2.44M
|
1.25M
$68.4M
|
|
|
May 12, 2020
Q1 2020
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
45.8K+ 38.68% |
$1.42M - $2.31M
|
164K
$9.01M
|
|
|
May 07, 2020
Q1 2020
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
45.5K+ 112.82% |
$1.41M - $2.29M
|
85.8K
$4.71M
|
|
|
May 14, 2020
Q1 2020
|
Plancorp, LLC
|
BUY
|
- |
44K+ 19.29% |
$1.36M - $2.22M
|
272K
$14.9M
|
|
|
May 15, 2020
Q1 2020
|
Wilshire Advisors LLC
Santa Monica, CA |
BUY
|
- |
42.1K+ 21.55% |
$1.3M - $2.12M
|
237K
$13M
|
|
|
May 13, 2020
Q1 2020
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
41.2K+ 39.5% |
$1.28M - $2.08M
|
145K
$7.98M
|
|
|
Apr 30, 2020
Q1 2020
|
Integrated Capital Management, Inc.
|
BUY
|
- |
40.2K+ 31.02% |
$1.25M - $2.03M
|
170K
$9.31M
|
|
|
Apr 29, 2020
Q1 2020
|
Northwest Wealth Management, LLC
|
BUY
|
- |
34.2K+ 80.33% |
$1.06M - $1.73M
|
76.8K
$4.21M
|
|
|
Apr 27, 2020
Q1 2020
|
Carlson Capital Management
|
BUY
|
- |
32.8K+ 15.75% |
$1.02M - $1.65M
|
241K
$13.2M
|
|
|
Apr 13, 2020
Q1 2020
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
32.7K+ 19.57% |
$1.01M - $1.65M
|
200K
$11M
|