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
Apr 29, 2020 Q1 2020
Advisory Alpha, LLC

SELL
 -
-6.29K
- 10.25%
$195K - $318K
55.1K $3.02M
May 07, 2020 Q1 2020
Td Capital Management LLC

Memphis, TN
SELL
 -
-6.44K
- 91.1%
$200K - $325K
629 $34.5K
May 15, 2020 Q1 2020
Orion Portfolio Solutions, LLC

SELL
 -
-6.5K
- 65.41%
$201K - $328K
3.44K $188K
May 15, 2020 Q1 2020
Thrivent Financial For Lutherans

Minneapolis, MN
SELL
 -
-7.12K
- 9.99%
$221K - $359K
64.1K $3.52M
May 15, 2020 Q1 2020
Northern Oak Wealth Management Inc

Milwaukee, WI
SELL
 -
-7.73K
- 8.78%
$240K - $390K
80.3K $4.4M
May 08, 2020 Q1 2020
Wrapmanager Inc

SELL
 -
-8.52K
Closed
$264K - $430K
0 $0
May 08, 2020 Q1 2020
Oppenheimer Asset Management Inc.

New York, NY
SELL
 -
-8.68K
Closed
$269K - $438K
0 $0
May 18, 2020 Q1 2020
Townsquare Capital LLC

SELL
 -
-8.76K
- 31.62%
$272K - $442K
19K $1.04M
May 15, 2020 Q1 2020
One Capital Management, LLC

Westlake Village, CA
SELL
 -
-9.15K
- 25.94%
$284K - $462K
26.1K $1.43M
May 05, 2020 Q1 2020
Parkside Financial Bank & Trust

SELL
 -
-9.51K
- 6.69%
$295K - $480K
133K $7.28M
May 07, 2020 Q1 2020
Ifrah Financial Services, Inc.

SELL
 -
-9.63K
Closed
$299K - $486K
0 $0
May 11, 2020 Q1 2020
Nicholas Hoffman & Company, Llc.

Atlanta, GA
SELL
 -
-9.77K
- 9.33%
$303K - $493K
95K $5.21M
May 08, 2020 Q1 2020
Commerce Bank

Kansas City, MO
SELL
 -
-9.8K
- 21.58%
$304K - $495K
35.6K $1.95M
May 11, 2020 Q1 2020
Kingsview Wealth Management, LLC

Grants Pass, OR
SELL
 -
-9.9K
- 55.32%
$307K - $499K
7.99K $438K
May 08, 2020 Q1 2020
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-10.4K
- 53.75%
$322K - $525K
8.95K $491K
May 15, 2020 Q1 2020
Two Sigma Securities, LLC

New York, NY
SELL
 -
-10.5K
Closed
$326K - $530K
0 $0
May 15, 2020 Q1 2020
Elm Partners Management LLC

SELL
 -
-11K
- 51.18%
$341K - $556K
10.5K $576K
May 12, 2020 Q1 2020
Wealthsource Partners, LLC

SELL
 -
-11.1K
Closed
$342K - $557K
0 $0
May 13, 2020 Q1 2020
Ghp Investment Advisors, Inc.

Denver, CO
SELL
 -
-11.1K
- 29.71%
$345K - $561K
26.3K $1.44M
May 18, 2020 Q1 2020
Colony Group LLC

Boston, MA
SELL
 -
-11.8K
- 58.16%
$366K - $596K
8.5K $466K
Apr 27, 2020 Q1 2020
Whittier Trust CO

SELL
 -
-12K
- 90.91%
$372K - $605K
1.2K $65.8K
May 07, 2020 Q1 2020
Ae Wealth Management LLC

SELL
 -
-12.6K
- 1.12%
$390K - $635K
1.11M $60.8M
Apr 20, 2020 Q1 2020
Pds Planning, Inc

SELL
 -
-12.9K
Closed
$399K - $650K
0 $0
Apr 23, 2020 Q1 2020
Clear Creek Financial Management, LLC

SELL
 -
-13.1K
- 50.08%
$404K - $658K
13K $714K
Feb 11, 2021 Q1 2020
Iag Wealth Partners, LLC

SELL
 -
-19.1K
- 98.56%
$593K - $966K
280 $15.4K
May 15, 2020 Q1 2020
Voya Financial Advisors, Inc.

Windsor, CT
SELL
 -
-19.8K
- 27.77%
$614K - $1M
51.5K $2.83M
Apr 24, 2020 Q1 2020
Lincoln National Corp

SELL
 -
-20.1K
- 52.26%
$623K - $1.01M
18.4K $1.01M
May 15, 2020 Q1 2020
Clark Capital Management Group, Inc.

Philadelphia, PA
SELL
 -
-20.3K
- 37.56%
$630K - $1.03M
33.8K $1.85M
May 15, 2020 Q1 2020
Sawtooth Solutions, LLC

SELL
 -
-21.6K
- 1.87%
$669K - $1.09M
1.13M $62M
May 05, 2020 Q1 2020
Key F Inancial Inc

SELL
 -
-21.9K
- 71.15%
$678K - $1.1M
8.88K $487K
May 14, 2020 Q1 2020
Allianz Asset Management Gmb H

Munich, 2M
SELL
 -
-23K
Closed
$712K - $1.16M
0 $0
May 18, 2020 Q1 2020
Ep Wealth Advisors, LLC

Torrance, CA
SELL
 -
-23.2K
Closed
$718K - $1.17M
0 $0
May 07, 2020 Q1 2020
Condor Capital Management

Martinsville, NJ
SELL
 -
-23.2K
Closed
$719K - $1.17M
0 $0
May 14, 2020 Q1 2020
Stifel Financial Corp

St. Louis, MO
SELL
 -
-26.1K
- 21.08%
$810K - $1.32M
97.9K $5.37M
Apr 21, 2020 Q1 2020
Schneider Downs Wealth Management Advisors, LP

SELL
 -
-27.2K
- 56.06%
$844K - $1.37M
21.3K $1.17M
May 12, 2020 Q1 2020
Ifp Advisors, Inc

SELL
 -
-27.9K
- 91.9%
$866K - $1.41M
2.46K $135K
May 08, 2020 Q1 2020
Oppenheimer & CO Inc

New York, NY
SELL
 -
-32.8K
Closed
$1.02M - $1.65M
0 $0
May 14, 2020 Q1 2020
Mycio Wealth Partners, LLC

SELL
 -
-33.3K
Closed
$1.03M - $1.68M
0 $0
May 14, 2020 Q1 2020
Israel Englander Millennium Management LLC | New York, Ny
SELL
 -
-35.8K
Closed
$1.11M - $1.81M
0 $0
May 13, 2020 Q1 2020
Veritable, L.P.

Newtown Square, PA
SELL
 -
-36.4K
- 15.06%
$1.13M - $1.84M
206K $11.3M
May 13, 2020 Q1 2020
Cambridge Associates LLC

Boston, MA
SELL
 -
-38.4K
Closed
$1.19M - $1.94M
0 $0
May 15, 2020 Q1 2020
Sunbelt Securities, Inc.

Houston, TX
SELL
 -
-40.5K
Closed
$1.26M - $2.04M
0 $0
May 11, 2020 Q1 2020
Magnus Financial Group LLC

New York, NY
SELL
 -
-40.9K
Closed
$1.27M - $2.06M
0 $0
May 14, 2020 Q1 2020
Stephens Inc

SELL
 -
-46.3K
- 71.76%
$1.43M - $2.34M
18.2K $1M
May 12, 2020 Q1 2020
Freestone Capital Holdings, LLC

Seattle, WA
SELL
 -
-52.8K
Closed
$1.64M - $2.66M
0 $0
Apr 29, 2020 Q1 2020
Greenleaf Trust

Kalamazoo, MI
SELL
 -
-54.6K
- 25.55%
$1.69M - $2.75M
159K $8.72M
May 08, 2020 Q1 2020
United Asset Strategies, Inc.

Garden City, NY
SELL
 -
-56.4K
Closed
$1.75M - $2.84M
0 $0
May 12, 2020 Q1 2020
Greenwood Capital Associates LLC

Greenwood, SC
SELL
 -
-57.8K
Closed
$1.79M - $2.92M
0 $0
May 14, 2020 Q1 2020
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-59.4K
- 35.95%
$1.84M - $3M
106K $5.81M

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