Purchases and Sales Made in Q1 2020 in Msci Eafe Value ETF (EFV)

EFV Quotes by TradingView

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 15, 2020 Q1 2020
Prospera Financial Services Inc

SELL
 -
-1.3K
- 14.43%
$40.3K - $65.6K
7.71K $429K
May 01, 2020 Q1 2020
Jnba Financial Advisors

SELL
 -
-1.39K
- 55.34%
$43.2K - $70.3K
1.12K $62.5K
May 15, 2020 Q1 2020
Advisory Services Network, LLC

SELL
 -
-1.42K
- 3.24%
$44.1K - $71.8K
42.5K $2.36M
Apr 09, 2020 Q1 2020
Pinnacle Bancorp, Inc.

SELL
 -
-1.53K
- 16.15%
$47.3K - $77K
7.93K $441K
Apr 17, 2020 Q1 2020
Allworth Financial LP

SELL
 -
-1.58K
- 33.36%
$48.9K - $79.6K
3.15K $175K
Apr 29, 2020 Q1 2020
Steward Partners Investment Advisory, LLC

SELL
 -
-1.65K
- 83.86%
$51.2K - $83.3K
318 $17.7K
May 11, 2020 Q1 2020
Wambolt & Associates, LLC

SELL
 -
-1.74K
- 5.96%
$53.8K - $87.6K
27.4K $1.52M
Apr 09, 2020 Q1 2020
Larson Financial Group LLC

SELL
 -
-1.8K
- 0.98%
$55.7K - $90.7K
181K $10.1M
May 08, 2020 Q1 2020
Cetera Advisors LLC

Denver, CO
SELL
 -
-2.14K
- 19.34%
$66.3K - $108K
8.93K $496K
Apr 09, 2020 Q1 2020
Ullmann Wealth Partners Group, LLC

SELL
 -
-2.26K
- 8.09%
$70K - $114K
25.7K $1.43M
May 11, 2020 Q1 2020
First Interstate Bank

Billings, MT
SELL
 -
-2.35K
Closed
$72.7K - $118K
0 $0
May 15, 2020 Q1 2020
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-2.43K
- 7.95%
$75.2K - $122K
28.1K $1.56M
May 11, 2020 Q1 2020
Sequoia Financial Advisors, LLC

SELL
 -
-2.58K
- 27.1%
$79.9K - $130K
6.94K $386K
May 15, 2020 Q1 2020
Cibc Private Wealth Group, LLC

SELL
 -
-2.6K
- 16.45%
$80.5K - $131K
13.2K $733K
Apr 23, 2020 Q1 2020
Brand Asset Management Group, Inc.

SELL
 -
-2.67K
Closed
$82.7K - $135K
0 $0
May 15, 2020 Q1 2020
Fin Trust Capital Advisors, LLC

SELL
 -
-2.67K
- 76.29%
$82.9K - $135K
831 $46.2K
Apr 20, 2020 Q1 2020
Clean Yield Group

SELL
 -
-2.69K
Closed
$83.4K - $136K
0 $0
Jul 20, 2020 Q1 2020
Belpointe Asset Management LLC

SELL
 -
-2.96K
Closed
$91.6K - $149K
0 $0
Apr 14, 2020 Q1 2020
Cra Financial Services, LLC

SELL
 -
-3.05K
- 32.08%
$94.5K - $154K
6.46K $359K
May 14, 2020 Q1 2020
Arete Wealth Advisors, LLC

Chicago, IL
SELL
 -
-3.07K
- 22.05%
$95K - $155K
10.8K $603K
Apr 10, 2020 Q1 2020
Mission Wealth Management, LP

SELL
 -
-3.17K
- 29.6%
$98.1K - $160K
7.53K $419K
Apr 08, 2020 Q1 2020
Harbour Capital Advisors, LLC

SELL
 -
-3.21K
- 15.13%
$99.5K - $162K
18K $1M
May 06, 2020 Q1 2020
Jaffetilchin Investment Partners, LLC

Tampa, FL
SELL
 -
-3.4K
- 33.62%
$105K - $171K
6.7K $373K
May 13, 2020 Q1 2020
Cranbrook Wealth Management, LLC

SELL
 -
-3.47K
- 2.86%
$107K - $175K
118K $6.55M
May 12, 2020 Q1 2020
Assetmark, Inc

SELL
 -
-3.49K
- 43.47%
$108K - $176K
4.54K $252K
Apr 28, 2020 Q1 2020
Capital Investment Advisory Services, LLC

SELL
 -
-3.98K
- 72.01%
$123K - $201K
1.55K $85.9K
May 11, 2020 Q1 2020
Svb Wealth LLC

Boston, MA
SELL
 -
-4.01K
Closed
$124K - $202K
0 $0
Apr 23, 2020 Q1 2020
Financial Counselors Inc

SELL
 -
-4.05K
Closed
$125K - $204K
0 $0
Apr 09, 2020 Q1 2020
Charles Schwab Trust CO

SELL
 -
-4.19K
Closed
$130K - $211K
0 $0
Apr 29, 2020 Q1 2020
Paulson Wealth Management Inc.

SELL
 -
-4.28K
Closed
$133K - $216K
0 $0
Apr 23, 2020 Q1 2020
Pensionmark Financial Group, LLC

Santa Barbara, CA
SELL
 -
-4.28K
- 33.75%
$133K - $216K
8.4K $467K
May 11, 2020 Q1 2020
Blair William & CO

Chicago, IL
SELL
 -
-4.3K
- 22.06%
$133K - $217K
15.2K $845K
Apr 16, 2020 Q1 2020
Well Done, LLC

SELL
 -
-4.34K
- 18.75%
$135K - $219K
18.8K $1.05M
Apr 16, 2020 Q1 2020
Leavell Investment Management, Inc.

SELL
 -
-4.36K
Closed
$135K - $220K
0 $0
Apr 16, 2020 Q1 2020
Westside Investment Management, Inc.

SELL
 -
-4.39K
- 24.01%
$136K - $222K
13.9K $773K
Apr 16, 2020 Q1 2020
Canandaigua National Bank & Trust CO

Canandaigua, NY
SELL
 -
-4.57K
Closed
$142K - $231K
0 $0
Apr 22, 2020 Q1 2020
Measured Wealth Private Client Group, LLC

SELL
 -
-4.68K
Closed
$145K - $236K
0 $0
Apr 16, 2020 Q1 2020
Patten Group, Inc.

SELL
 -
-4.71K
Closed
$146K - $237K
0 $0
Apr 23, 2020 Q1 2020
Tufton Capital Management

SELL
 -
-5.08K
Closed
$157K - $256K
0 $0
May 08, 2020 Q1 2020
Drexel Morgan & Co.

Radnor, PA
SELL
 -
-5.11K
Closed
$158K - $258K
0 $0
Apr 08, 2020 Q1 2020
Avion Wealth

The Woodlands, TX
SELL
 -
-5.11K
- 64.68%
$158K - $258K
2.79K $155K
May 15, 2020 Q1 2020
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-5.17K
Closed
$160K - $261K
0 $0
May 01, 2020 Q1 2020
Washington Trust Bank

SELL
 -
-5.23K
Closed
$162K - $264K
0 $0
Apr 21, 2020 Q1 2020
Csenge Advisory Group

SELL
 -
-5.27K
Closed
$163K - $266K
0 $0
May 12, 2020 Q1 2020
Prudential Financial Inc

Newark, NJ
SELL
 -
-5.45K
Closed
$169K - $275K
0 $0
May 07, 2020 Q1 2020
Dynamic Advisor Solutions LLC

SELL
 -
-5.65K
Closed
$175K - $285K
0 $0
May 06, 2020 Q1 2020
Wilbanks Smith & Thomas Asset Management LLC

SELL
 -
-5.96K
- 17.59%
$185K - $301K
27.9K $1.55M
May 14, 2020 Q1 2020
Independent Advisor Alliance

SELL
 -
-5.97K
Closed
$185K - $301K
0 $0
May 08, 2020 Q1 2020
Capital Analysts, LLC

Fort Washington, PA
SELL
 -
-6.06K
- 78.85%
$188K - $306K
1.63K $90.4K

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