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 |
|---|---|---|---|---|---|---|---|
|
Apr 27, 2020
Q1 2020
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
30.3K+ 15.25% |
$939K - $1.53M
|
229K
$12.6M
|
|
|
Apr 29, 2020
Q1 2020
|
Twin Capital Management Inc
|
BUY
|
- |
30.3K+ 23.32% |
$938K - $1.53M
|
160K
$8.79M
|
|
|
May 13, 2020
Q1 2020
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
28.5K+ 6.09% |
$882K - $1.44M
|
496K
$27.2M
|
|
|
Apr 24, 2020
Q1 2020
|
Mufg Americas Holdings Corp
|
BUY
|
- |
27.2K+ 12.42% |
$842K - $1.37M
|
246K
$13.5M
|
|
|
Apr 08, 2020
Q1 2020
|
Prairie View Partners, LLC
|
BUY
|
- |
26.9K+ 6.49% |
$835K - $1.36M
|
442K
$24.2M
|
|
|
May 11, 2020
Q1 2020
|
Madden Advisory Services, Inc.
|
BUY
|
- |
23.2KNew |
$720K - $1.17M
|
23.2K
$1.27M
|
|
|
May 15, 2020
Q1 2020
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
20KNew |
$620K - $1.01M
|
20K
$1.1M
|
|
|
Apr 27, 2020
Q1 2020
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
19.8K+ 16.1% |
$614K - $1M
|
143K
$7.84M
|
|
|
Apr 30, 2020
Q1 2020
|
Graypoint LLC
|
BUY
|
- |
18.4KNew |
$571K - $929K
|
18.4K
$1.01M
|
|
|
May 08, 2020
Q1 2020
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
18.3K+ 15.23% |
$568K - $925K
|
139K
$7.61M
|
|
|
May 11, 2020
Q1 2020
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
18KNew |
$557K - $907K
|
18K
$986K
|
|
|
May 19, 2020
Q1 2020
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
17.5K+ 123.64% |
$543K - $883K
|
31.7K
$1.74M
|
|
|
Apr 29, 2020
Q1 2020
|
Alera Investment Advisors, LLC
|
BUY
|
- |
17.1KNew |
$530K - $863K
|
17.1K
$938K
|
|
|
May 04, 2020
Q1 2020
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
17K+ 41.25% |
$526K - $856K
|
58.1K
$3.19M
|
|
|
May 12, 2020
Q1 2020
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
14.6K+ 701.58% |
$454K - $739K
|
16.7K
$918K
|
|
|
May 15, 2020
Q1 2020
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
13.1KNew |
$406K - $661K
|
13.1K
$719K
|
|
|
May 05, 2020
Q1 2020
|
Gilbert & Cook, Inc.
|
BUY
|
- |
12.7K+ 17.24% |
$393K - $640K
|
86.3K
$4.73M
|
|
|
May 14, 2020
Q1 2020
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
11.8K+ 1.44% |
$366K - $596K
|
831K
$45.6M
|
|
|
May 14, 2020
Q1 2020
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
11.1K+ 69.01% |
$343K - $559K
|
27.1K
$1.49M
|
|
|
May 15, 2020
Q1 2020
|
Old Mission Capital LLC
|
BUY
|
- |
11KNew |
$341K - $554K
|
11K
$603K
|
|
|
May 05, 2020
Q1 2020
|
Asset Dedication, LLC
|
BUY
|
- |
10.4K+ 391.43% |
$323K - $525K
|
13.1K
$717K
|
|
|
May 15, 2020
Q1 2020
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
9.96K+ 170.4% |
$309K - $502K
|
15.8K
$867K
|
|
|
May 15, 2020
Q1 2020
|
Efficient Advisors, LLC
|
BUY
|
- |
9.91K+ 1.97% |
$307K - $500K
|
513K
$28.2M
|
|
|
May 12, 2020
Q1 2020
|
V Wealth Advisors LLC
|
BUY
|
- |
9.33KNew |
$289K - $471K
|
9.33K
$512K
|
|
|
Apr 09, 2020
Q1 2020
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
8.67K+ 41.29% |
$269K - $438K
|
29.7K
$1.63M
|
|
|
Apr 17, 2020
Q1 2020
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.49KNew |
$263K - $428K
|
8.49K
$465K
|
|
|
May 06, 2020
Q1 2020
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
8.09KNew |
$251K - $408K
|
8.09K
$444K
|
|
|
May 15, 2020
Q1 2020
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
7.89KNew |
$245K - $398K
|
7.89K
$433K
|
|
|
May 08, 2020
Q1 2020
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.8K+ 8.16% |
$242K - $393K
|
103K
$5.67M
|
|
|
Apr 20, 2020
Q1 2020
|
Tranquility Partners, LLC
|
BUY
|
- |
7.7KNew |
$239K - $389K
|
7.7K
$423K
|
|
|
Apr 29, 2020
Q1 2020
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
7.15KNew |
$222K - $361K
|
7.15K
$392K
|
|
|
Apr 09, 2020
Q1 2020
|
180 Wealth Advisors, LLC
|
BUY
|
- |
7.15K+ 18.12% |
$222K - $361K
|
46.6K
$2.56M
|
|
|
May 13, 2020
Q1 2020
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
6.89K+ 55.11% |
$214K - $348K
|
19.4K
$1.06M
|
|
|
May 12, 2020
Q1 2020
|
Powell Investment Advisors, LLC
|
BUY
|
- |
6.75KNew |
$209K - $341K
|
6.75K
$371K
|
|
|
May 13, 2020
Q1 2020
|
Neumann Capital Management, LLC
|
BUY
|
- |
6.75K+ 24.97% |
$209K - $341K
|
33.8K
$1.85M
|
|
|
Apr 28, 2020
Q1 2020
|
First American Trust, Fsb
|
BUY
|
- |
6.72K+ 6.33% |
$208K - $339K
|
113K
$6.2M
|
|
|
May 01, 2020
Q1 2020
|
Comerica Bank
|
BUY
|
- |
6.53K+ 129.2% |
$202K - $329K
|
11.6K
$635K
|
|
|
May 14, 2020
Q1 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
6.44K+ 569.91% |
$200K - $325K
|
7.57K
$415K
|
|
|
Apr 22, 2020
Q1 2020
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
6.33KNew |
$196K - $319K
|
6.33K
$347K
|
|
|
Aug 05, 2021
Q1 2020
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.21KNew |
$192K - $313K
|
6.21K
$341K
|
|
|
May 14, 2020
Q1 2020
|
Advisor Net Financial, Inc
|
BUY
|
- |
6.17K+ 14.74% |
$191K - $311K
|
48K
$2.63M
|
|
|
May 01, 2020
Q1 2020
|
Girard Partners Ltd.
|
BUY
|
- |
5.92K+ 8.18% |
$183K - $299K
|
78.3K
$4.29M
|
|
|
May 11, 2020
Q1 2020
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
5.63KNew |
$174K - $284K
|
5.63K
$309K
|
|
|
Apr 21, 2020
Q1 2020
|
Dubuque Bank & Trust CO
|
BUY
|
- |
5.36K+ 6.98% |
$166K - $271K
|
82.2K
$4.51M
|
|
|
Apr 06, 2020
Q1 2020
|
Rda Financial Network
|
BUY
|
- |
4.34K+ 8.87% |
$134K - $219K
|
53.3K
$2.92M
|
|
|
May 13, 2020
Q1 2020
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
4.08K+ 33.73% |
$126K - $206K
|
16.2K
$887K
|
|
|
Apr 23, 2020
Q1 2020
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3.84K+ 12.9% |
$119K - $194K
|
33.6K
$1.84M
|
|
|
May 05, 2020
Q1 2020
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.79K+ 31.18% |
$117K - $191K
|
15.9K
$875K
|
|
|
Apr 15, 2020
Q1 2020
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.73K+ 42.66% |
$116K - $188K
|
12.5K
$684K
|
|
|
May 14, 2020
Q1 2020
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
3.63K+ 29.23% |
$112K - $183K
|
16K
$880K
|