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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2020
Q1 2020
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-19- 0.01% |
$589 - $959
|
184K
$10.1M
|
|
|
May 13, 2020
Q1 2020
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-21- 0.34% |
$651 - $1.06K
|
6.18K
$339K
|
|
|
Sep 21, 2023
Q1 2020
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-37Closed |
$1.15K - $1.87K
|
0
$0
|
|
|
Apr 14, 2020
Q1 2020
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-45- 6.72% |
$1.39K - $2.27K
|
625
$34.3K
|
|
|
May 04, 2020
Q1 2020
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-48Closed |
$1.49K - $2.42K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-57Closed |
$1.77K - $2.88K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-57- 0.38% |
$1.77K - $2.88K
|
15K
$821K
|
|
|
May 14, 2020
Q1 2020
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-95- 0.79% |
$2.94K - $4.79K
|
11.9K
$652K
|
|
|
Apr 16, 2020
Q1 2020
|
Ballast Advisors LLC
|
SELL
|
- |
-100- 3.32% |
$3.1K - $5.05K
|
2.91K
$160K
|
|
|
May 20, 2020
Q1 2020
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-114- 1.8% |
$3.53K - $5.75K
|
6.23K
$342K
|
|
|
May 05, 2020
Q1 2020
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-115Closed |
$3.56K - $5.8K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-122- 18.86% |
$3.78K - $6.15K
|
525
$28.8K
|
|
|
Apr 16, 2020
Q1 2020
|
Autus Asset Management, LLC
|
SELL
|
- |
-163- 1.85% |
$5.05K - $8.22K
|
8.65K
$475K
|
|
|
Apr 23, 2020
Q1 2020
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-169Closed |
$5.24K - $8.53K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Sym Financial Corp
|
SELL
|
- |
-200- 10.08% |
$6.2K - $10.1K
|
1.79K
$97.9K
|
|
|
Aug 13, 2024
Q1 2020
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-200- 11.76% |
$6.2K - $10.1K
|
1.5K
$82.3K
|
|
|
Apr 22, 2020
Q1 2020
|
Middleton & CO Inc
|
SELL
|
- |
-250- 3.94% |
$7.75K - $12.6K
|
6.1K
$335K
|
|
|
May 15, 2020
Q1 2020
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-257Closed |
$7.96K - $13K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Tfg Advisers LLC
|
SELL
|
- |
-277Closed |
$8.58K - $14K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-296Closed |
$9.17K - $14.9K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Granite Investment Partners, LLC
|
SELL
|
- |
-322Closed |
$9.98K - $16.2K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Evanson Asset Management, LLC
|
SELL
|
- |
-323- 3.42% |
$10K - $16.3K
|
9.12K
$501K
|
|
|
Nov 16, 2023
Q1 2020
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-325- 1.2% |
$10.1K - $16.4K
|
26.7K
$1.47M
|
|
|
Apr 23, 2020
Q1 2020
|
Independence Bank Of Kentucky
|
SELL
|
- |
-380- 91.35% |
$11.8K - $19.2K
|
36
$1.97K
|
|
|
May 07, 2020
Q1 2020
|
Private Capital Group, LLC
|
SELL
|
- |
-388Closed |
$12K - $19.6K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-398- 39.1% |
$12.3K - $20.1K
|
620
$34K
|
|
|
Apr 17, 2020
Q1 2020
|
Wedbush Securities Inc
|
SELL
|
- |
-403- 5.54% |
$12.5K - $20.3K
|
6.88K
$377K
|
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-412Closed |
$12.8K - $20.8K
|
0
$0
|
|
|
May 18, 2020
Q1 2020
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-450- 6.72% |
$13.9K - $22.7K
|
6.25K
$343K
|
|
|
Aug 30, 2024
Q1 2020
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-460- 5.18% |
$14.3K - $23.2K
|
8.43K
$462K
|
|
|
Apr 30, 2020
Q1 2020
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-482- 6.12% |
$14.9K - $24.3K
|
7.39K
$405K
|
|
|
Apr 08, 2020
Q1 2020
|
Hc Financial Advisors Inc
|
SELL
|
- |
-495- 1.72% |
$15.3K - $25K
|
28.2K
$1.55M
|
|
|
Apr 09, 2020
Q1 2020
|
Legacy Bridge, LLC
|
SELL
|
- |
-500- 24.69% |
$15.5K - $25.2K
|
1.53K
$83.7K
|
|
|
May 15, 2020
Q1 2020
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-567- 1.38% |
$17.6K - $28.6K
|
40.6K
$2.23M
|
|
|
May 05, 2020
Q1 2020
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-582Closed |
$18K - $29.4K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-585- 4.16% |
$18.1K - $29.5K
|
13.5K
$739K
|
|
|
Apr 27, 2020
Q1 2020
|
Ironwood Financial, LLC
|
SELL
|
- |
-606Closed |
$18.8K - $30.6K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Brown Advisory Inc
|
SELL
|
- |
-614- 5.36% |
$19K - $31K
|
10.8K
$595K
|
|
|
Apr 27, 2020
Q1 2020
|
Parallel Advisors, LLC
|
SELL
|
- |
-622- 70.2% |
$19.3K - $31.4K
|
264
$14.5K
|
|
|
Apr 10, 2020
Q1 2020
|
Bcs Wealth Management
|
SELL
|
- |
-671- 8.52% |
$20.8K - $33.9K
|
7.21K
$395K
|
|
|
May 05, 2020
Q1 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-705- 88.35% |
$21.8K - $35.6K
|
93
$5.1K
|
|
|
May 11, 2020
Q1 2020
|
Ifg Advisory, LLC
|
SELL
|
- |
-725- 6.67% |
$22.5K - $36.6K
|
10.1K
$557K
|
|
|
May 05, 2020
Q1 2020
|
Gfs Advisors, LLC
|
SELL
|
- |
-937- 5.26% |
$29K - $47.3K
|
16.9K
$926K
|
|
|
May 07, 2020
Q1 2020
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.05K- 94.4% |
$32.4K - $52.8K
|
62
$3.4K
|
|
|
May 13, 2020
Q1 2020
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.08K- 11.52% |
$33.6K - $54.6K
|
8.32K
$456K
|
|
|
May 13, 2020
Q1 2020
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.11K- 0.32% |
$34.3K - $55.8K
|
341K
$18.7M
|
|
|
May 15, 2020
Q1 2020
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.15K- 14.66% |
$35.7K - $58.1K
|
6.7K
$368K
|
|
|
Apr 29, 2020
Q1 2020
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.17K- 50.76% |
$36.3K - $59.1K
|
1.14K
$62.4K
|
|
|
Apr 29, 2020
Q1 2020
|
Tap Consulting, LLC
|
SELL
|
- |
-1.2K- 4.44% |
$37.2K - $60.6K
|
25.8K
$1.42M
|
|
|
Apr 22, 2020
Q1 2020
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.21K- 8.58% |
$37.6K - $61.2K
|
12.9K
$709K
|