Purchases and Sales Made in Q1 2021 in Msci Eafe Value ETF (EFV)
This table provides information about the institutional ownership of Msci Eafe Value ETF (EFV) during Q1 2021. 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 12, 2021
Q1 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
186K+ 1593.13% |
$8.75M - $9.63M
|
198K
$12M
|
|
Apr 16, 2021
Q1 2021
|
Brookstone Capital Management
|
BUY
|
- |
184KNew |
$8.63M - $9.49M
|
184K
$11.2M
|
|
May 13, 2021
Q1 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
183K+ 2419.55% |
$8.58M - $9.44M
|
190K
$11.6M
|
|
Mar 11, 2024
Q1 2021
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
182K+ 1488.65% |
$8.55M - $9.42M
|
195K
$11.8M
|
|
Apr 20, 2021
Q1 2021
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
176KNew |
$8.26M - $9.09M
|
176K
$10.7M
|
|
May 12, 2021
Q1 2021
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
172KNew |
$8.05M - $8.86M
|
172K
$10.4M
|
|
Apr 14, 2021
Q1 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
164K+ 1861.86% |
$7.7M - $8.48M
|
173K
$10.5M
|
|
May 13, 2021
Q1 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
157K+ 11.59% |
$7.38M - $8.12M
|
1.51M
$91.9M
|
|
May 17, 2021
Q1 2021
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
153KNew |
$7.18M - $7.9M
|
153K
$9.29M
|
|
Apr 28, 2021
Q1 2021
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
152KNew |
$7.13M - $7.85M
|
152K
$9.23M
|
|
May 10, 2021
Q1 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
151K+ 1460.63% |
$7.08M - $7.8M
|
161K
$9.79M
|
|
Apr 20, 2021
Q1 2021
|
Austin Private Wealth, LLC
|
BUY
|
- |
151KNew |
$7.07M - $7.78M
|
151K
$9.15M
|
|
May 11, 2021
Q1 2021
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
150KNew |
$7.04M - $7.75M
|
150K
$9.11M
|
|
May 21, 2021
Q1 2021
|
Spire Wealth Management
|
BUY
|
- |
146KNew |
$6.83M - $7.52M
|
146K
$8.84M
|
|
May 17, 2021
Q1 2021
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
137KNew |
$6.45M - $7.1M
|
137K
$8.35M
|
|
May 07, 2021
Q1 2021
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
137K+ 411.53% |
$6.41M - $7.05M
|
170K
$10.3M
|
|
Apr 22, 2021
Q1 2021
|
Quattro Financial Advisors LLC
|
BUY
|
- |
134KNew |
$6.28M - $6.91M
|
134K
$8.12M
|
|
May 14, 2021
Q1 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
128K+ 40243.71% |
$6.01M - $6.61M
|
128K
$7.79M
|
|
May 11, 2021
Q1 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
125K+ 438.16% |
$5.88M - $6.47M
|
154K
$9.34M
|
|
May 11, 2021
Q1 2021
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
124K+ 60.19% |
$5.83M - $6.41M
|
330K
$20.1M
|
|
May 14, 2021
Q1 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
115K+ 552.79% |
$5.41M - $5.95M
|
136K
$8.26M
|
|
Jun 23, 2021
Q1 2021
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
113KNew |
$5.3M - $5.83M
|
113K
$6.86M
|
|
Apr 23, 2021
Q1 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
110KNew |
$5.14M - $5.66M
|
110K
$6.66M
|
|
May 10, 2021
Q1 2021
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
108KNew |
$5.08M - $5.59M
|
108K
$6.57M
|
|
May 10, 2021
Q1 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
107KNew |
$5.03M - $5.54M
|
107K
$6.51M
|
|
Apr 23, 2021
Q1 2021
|
Flc Capital Advisors
|
BUY
|
- |
102KNew |
$4.79M - $5.27M
|
102K
$6.19M
|
|
Apr 14, 2021
Q1 2021
|
Mcia Inc
|
BUY
|
- |
101KNew |
$4.75M - $5.23M
|
101K
$6.15M
|
|
May 05, 2021
Q1 2021
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
92.2KNew |
$4.33M - $4.76M
|
92.2K
$5.6M
|
|
May 17, 2021
Q1 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
91.8KNew |
$4.31M - $4.74M
|
91.8K
$5.58M
|
|
Apr 20, 2021
Q1 2021
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
90.4KNew |
$4.24M - $4.67M
|
90.4K
$5.49M
|
|
May 18, 2021
Q1 2021
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
90.1KNew |
$4.23M - $4.65M
|
90.1K
$5.47M
|
|
May 11, 2021
Q1 2021
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
85.8K+ 3.6% |
$4.03M - $4.43M
|
2.47M
$150M
|
|
May 17, 2021
Q1 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
85.4K+ 44.97% |
$4.01M - $4.41M
|
275K
$16.7M
|
|
May 06, 2021
Q1 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
83KNew |
$3.89M - $4.29M
|
83K
$5.04M
|
|
May 14, 2021
Q1 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
80.1KNew |
$3.76M - $4.14M
|
80.1K
$4.87M
|
|
May 17, 2021
Q1 2021
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
80.1KNew |
$3.76M - $4.14M
|
80.1K
$4.86M
|
|
Apr 27, 2021
Q1 2021
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
77.8KNew |
$3.65M - $4.02M
|
77.8K
$4.73M
|
|
Jan 08, 2024
Q1 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
75.8KNew |
$3.56M - $3.91M
|
75.8K
$4.6M
|
|
Apr 29, 2021
Q1 2021
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
75KNew |
$3.52M - $3.87M
|
75K
$4.55M
|
|
Apr 19, 2021
Q1 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
71.5KNew |
$3.36M - $3.69M
|
71.5K
$4.34M
|
|
Apr 22, 2021
Q1 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
65.3KNew |
$3.07M - $3.37M
|
65.3K
$3.97M
|
|
Apr 28, 2021
Q1 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
64KNew |
$3M - $3.3M
|
64K
$3.89M
|
|
May 04, 2021
Q1 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
61.5KNew |
$2.89M - $3.18M
|
61.5K
$3.74M
|
|
Apr 22, 2021
Q1 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
61K+ 1108.5% |
$2.86M - $3.15M
|
66.6K
$4.04M
|
|
May 14, 2021
Q1 2021
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
60.9K+ 81.35% |
$2.86M - $3.14M
|
136K
$8.24M
|
|
May 13, 2021
Q1 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
58.8KNew |
$2.76M - $3.03M
|
58.8K
$3.57M
|
|
May 12, 2021
Q1 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
55.2KNew |
$2.59M - $2.85M
|
55.2K
$3.35M
|
|
Aug 17, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
53.4K+ 1858.03% |
$2.51M - $2.76M
|
56.3K
$3.42M
|
|
May 14, 2021
Q1 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
50.5K+ 29.72% |
$2.37M - $2.61M
|
220K
$13.4M
|
|
Apr 27, 2021
Q1 2021
|
Concorde Asset Management, LLC
|
BUY
|
- |
50.1KNew |
$2.35M - $2.59M
|
50.1K
$3.04M
|