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 29, 2020
Q1 2020
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.49K+ 16.13% |
$108K - $176K
|
25.2K
$1.38M
|
|
|
May 15, 2020
Q1 2020
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.38K+ 58.26% |
$105K - $170K
|
9.17K
$503K
|
|
|
Apr 22, 2020
Q1 2020
|
Sol Capital Management CO
|
BUY
|
- |
3.37K+ 5.72% |
$104K - $170K
|
62.3K
$3.42M
|
|
|
Apr 23, 2020
Q1 2020
|
Wealth Architects, LLC
|
BUY
|
- |
3.25K+ 54.52% |
$101K - $164K
|
9.2K
$505K
|
|
|
May 15, 2020
Q1 2020
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.04KNew |
$94.2K - $153K
|
3.04K
$167K
|
|
|
May 14, 2020
Q1 2020
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
2.88KNew |
$89.3K - $145K
|
2.88K
$158K
|
|
|
Apr 30, 2020
Q1 2020
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.82K+ 43.71% |
$87.4K - $142K
|
9.27K
$508K
|
|
|
May 13, 2020
Q1 2020
|
Keybank National Association
|
BUY
|
- |
2.34K+ 16.2% |
$72.5K - $118K
|
16.8K
$921K
|
|
|
Apr 29, 2020
Q1 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2.22K+ 5.1% |
$68.8K - $112K
|
45.7K
$2.51M
|
|
|
Apr 22, 2020
Q1 2020
|
Rnc Capital Management LLC
|
BUY
|
- |
2.15K+ 15.3% |
$66.6K - $108K
|
16.2K
$889K
|
|
|
Jun 03, 2020
Q1 2020
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
1.92K+ 40.04% |
$59.3K - $96.6K
|
6.7K
$367K
|
|
|
Sep 07, 2021
Q1 2020
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.81K+ 2.96% |
$56.2K - $91.5K
|
63.1K
$3.46M
|
|
|
Apr 24, 2020
Q1 2020
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.69KNew |
$52.5K - $85.4K
|
1.69K
$92.9K
|
|
|
May 14, 2020
Q1 2020
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.57K+ 1.92% |
$48.6K - $79.1K
|
83.3K
$4.57M
|
|
|
Apr 29, 2020
Q1 2020
|
Unison Advisors LLC
|
BUY
|
- |
1.44K+ 2.47% |
$44.7K - $72.8K
|
59.9K
$3.28M
|
|
|
May 12, 2020
Q1 2020
|
Private Advisor Group, LLC
|
BUY
|
- |
1.38K+ 14.29% |
$42.8K - $69.7K
|
11K
$606K
|
|
|
Apr 08, 2020
Q1 2020
|
Tsfg, LLC
|
BUY
|
- |
1.35KNew |
$41.8K - $68.1K
|
1.35K
$74.1K
|
|
|
May 01, 2020
Q1 2020
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.29K+ 4.11% |
$40K - $65.1K
|
32.7K
$1.79M
|
|
|
May 14, 2020
Q1 2020
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
1.19K+ 6.55% |
$36.8K - $59.9K
|
19.3K
$1.06M
|
|
|
Apr 17, 2020
Q1 2020
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.18KNew |
$36.5K - $59.5K
|
1.18K
$64.7K
|
|
|
May 12, 2020
Q1 2020
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.16K+ 19.3% |
$36.1K - $58.7K
|
7.2K
$395K
|
|
|
Apr 16, 2020
Q1 2020
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.11K+ 1.69% |
$34.3K - $55.8K
|
66.4K
$3.64M
|
|
|
Apr 28, 2020
Q1 2020
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.06K+ 29.39% |
$32.9K - $53.5K
|
4.67K
$256K
|
|
|
Apr 17, 2020
Q1 2020
|
Versant Capital Management, Inc
|
BUY
|
- |
993+ 1023.71% |
$30.8K - $50.1K
|
1.09K
$59.8K
|
|
|
Apr 01, 2020
Q1 2020
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
815+ 10.7% |
$25.3K - $41.1K
|
8.43K
$462K
|
|
|
May 14, 2020
Q1 2020
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
469+ 0.58% |
$14.5K - $23.7K
|
81.2K
$4.46M
|
|
|
May 01, 2020
Q1 2020
|
Sandy Spring Bank
|
BUY
|
- |
468New |
$14.5K - $23.6K
|
468
$25.7K
|
|
|
May 01, 2020
Q1 2020
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
444+ 286.45% |
$13.8K - $22.4K
|
599
$32.9K
|
|
|
May 06, 2020
Q1 2020
|
Zhang Financial LLC
|
BUY
|
- |
391+ 0.32% |
$12.1K - $19.7K
|
124K
$6.79M
|
|
|
Apr 29, 2020
Q1 2020
|
Family Firm, Inc.
|
BUY
|
- |
380+ 4.78% |
$11.8K - $19.2K
|
8.33K
$457K
|
|
|
May 15, 2020
Q1 2020
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
358New |
$11.1K - $18.1K
|
358
$19.6K
|
|
|
May 28, 2020
Q1 2020
|
Cva Family Office, LLC
|
BUY
|
- |
308New |
$9.54K - $15.5K
|
308
$16.9K
|
|
|
May 05, 2020
Q1 2020
|
9258 Wealth Management, LLC
|
BUY
|
- |
297+ 1.84% |
$9.2K - $15K
|
16.4K
$902K
|
|
|
May 15, 2020
Q1 2020
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
286+ 8.81% |
$8.86K - $14.4K
|
3.53K
$194K
|
|
|
Apr 17, 2020
Q1 2020
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
241+ 6.68% |
$7.47K - $12.2K
|
3.85K
$211K
|
|
|
May 04, 2020
Q1 2020
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
225+ 2.92% |
$6.97K - $11.4K
|
7.94K
$436K
|
|
|
May 13, 2020
Q1 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
211+ 9.54% |
$6.54K - $10.6K
|
2.42K
$133K
|
|
|
Nov 05, 2021
Q1 2020
|
Truist Financial Corp
|
BUY
|
- |
211+ 0.01% |
$6.54K - $10.6K
|
1.74M
$95.4M
|
|
|
Apr 15, 2020
Q1 2020
|
Baldwin Brothers LLC
|
BUY
|
- |
173+ 7.78% |
$5.36K - $8.73K
|
2.4K
$131K
|
|
|
Apr 16, 2020
Q1 2020
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
155New |
$4.8K - $7.82K
|
155
$8.5K
|
|
|
May 12, 2020
Q1 2020
|
Wesbanco Bank Inc
|
BUY
|
- |
90+ 1.52% |
$2.79K - $4.54K
|
6.02K
$330K
|
|
|
May 08, 2020
Q1 2020
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
85+ 1062.5% |
$2.63K - $4.29K
|
93
$5.1K
|
|
|
May 11, 2020
Q1 2020
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
73New |
$2.26K - $3.68K
|
73
$4K
|
|
|
May 07, 2020
Q1 2020
|
Evoke Wealth, LLC
|
BUY
|
- |
56New |
$1.74K - $2.83K
|
56
$3.07K
|
|
|
Apr 15, 2020
Q1 2020
|
Berkshire Money Management, Inc.
|
BUY
|
- |
54New |
$1.67K - $2.72K
|
54
$2.96K
|
|
|
Apr 20, 2020
Q1 2020
|
Firestone Capital Management
|
BUY
|
- |
50+ 100.0% |
$1.55K - $2.52K
|
100
$5.49K
|
|
|
May 12, 2020
Q1 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
34+ 16.27% |
$1.05K - $1.72K
|
243
$13.3K
|
|
|
Apr 07, 2020
Q1 2020
|
Gradient Investments LLC
|
BUY
|
- |
29+ 27.88% |
$899 - $1.46K
|
133
$7.3K
|
|
|
Apr 27, 2020
Q1 2020
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
7+ 0.07% |
$217 - $353
|
9.39K
$515K
|
|
|
May 15, 2020
Q1 2020
|
Procyon Advisors, LLC
|
BUY
|
- |
5New |
$155 - $252
|
5
$274
|