Purchases and Sales Made in Q1 2021 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 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
Client 1 St Advisory Group, LLC

Clearwater, FL
BUY
 -
49.5K
New
$2.32M - $2.56M
49.5K $2.71M
Apr 27, 2021 Q1 2021
Stratos Wealth Advisors, LLC

BUY
 -
44.5K
New
$2.09M - $2.3M
44.5K $2.44M
May 10, 2021 Q1 2021
Advisory Alpha, LLC

BUY
 -
43.9K
+ 68.73%
$2.06M - $2.27M
108K $5.91M
May 11, 2021 Q1 2021
First Horizon Advisors, Inc.

BUY
 -
43.8K
+ 4446.86%
$2.06M - $2.26M
44.8K $2.46M
May 17, 2021 Q1 2021
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
43.6K
+ 1058.48%
$2.05M - $2.25M
47.7K $2.62M
May 03, 2021 Q1 2021
Symmetry Partners, LLC

BUY
 -
43.4K
+ 9.6%
$2.03M - $2.24M
495K $27.1M
May 07, 2021 Q1 2021
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
43.2K
New
$2.03M - $2.23M
43.2K $2.37M
May 12, 2021 Q1 2021
Insight Wealth Strategies, LLC

San Ramon, CA
BUY
 -
41K
New
$1.92M - $2.12M
41K $2.25M
May 17, 2021 Q1 2021
Cetera Advisors LLC

Denver, CO
BUY
 -
40K
+ 496.55%
$1.88M - $2.07M
48.1K $2.64M
May 07, 2021 Q1 2021
Copperleaf Capital, LLC

Raleigh, NC
BUY
 -
38.6K
New
$1.81M - $1.99M
38.6K $2.12M
May 12, 2021 Q1 2021
Transcend Capital Advisors, LLC

BUY
 -
38.1K
New
$1.79M - $1.97M
38.1K $2.09M
May 07, 2021 Q1 2021
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
37.9K
+ 2.63%
$1.78M - $1.96M
1.48M $81.3M
May 24, 2021 Q1 2021
Advisory Services Network, LLC

BUY
 -
37.5K
+ 218.98%
$1.76M - $1.94M
54.6K $3M
May 07, 2021 Q1 2021
Strategic Wealth Advisors Group, LLC

Sacramento, CA
BUY
 -
37.4K
New
$1.76M - $1.93M
37.4K $2.05M
Apr 15, 2021 Q1 2021
Swmg, LLC

Fort Worth, TX
BUY
 -
37.3K
+ 22.37%
$1.75M - $1.93M
204K $11.2M
Mar 14, 2023 Q1 2021
Private Portfolio Partners LLC

BUY
 -
36.6K
New
$1.72M - $1.89M
36.6K $2.01M
May 17, 2021 Q1 2021
Private Portfolio Partners LLC

BUY
 -
36.6K
New
$1.72M - $1.89M
36.6K $2.01M
May 06, 2021 Q1 2021
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
36.1K
New
$1.69M - $1.87M
36.1K $1.98M
May 18, 2021 Q1 2021
Wealth Alliance

Mellville, NY
BUY
 -
36K
+ 94.72%
$1.69M - $1.86M
74K $4.06M
May 14, 2021 Q1 2021
Dubuque Bank & Trust CO

BUY
 -
35.3K
+ 11.19%
$1.66M - $1.82M
351K $19.2M
May 12, 2021 Q1 2021
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
34.6K
+ 7.17%
$1.62M - $1.79M
517K $28.4M
May 07, 2021 Q1 2021
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
33.7K
+ 21300.0%
$1.58M - $1.74M
33.8K $1.85M
May 17, 2021 Q1 2021
Clark Capital Management Group, Inc.

Philadelphia, PA
BUY
 -
32.9K
+ 67.9%
$1.54M - $1.7M
81.4K $4.46M
May 17, 2021 Q1 2021
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
32.7K
+ 7.49%
$1.53M - $1.69M
469K $25.7M
Apr 29, 2021 Q1 2021
Patriot Financial Group Insurance Agency, LLC

BUY
 -
32.6K
+ 274.28%
$1.53M - $1.68M
44.5K $2.44M
May 04, 2021 Q1 2021
Savant Capital, LLC

BUY
 -
32.5K
+ 3.57%
$1.53M - $1.68M
942K $51.7M
Apr 21, 2021 Q1 2021
Bokf, Na

Tulsa, OK
BUY
 -
32.4K
+ 8.79%
$1.52M - $1.68M
401K $22M
May 17, 2021 Q1 2021
Financial Advisory Service, Inc.

BUY
 -
31.4K
+ 6.23%
$1.47M - $1.62M
535K $29.4M
May 10, 2021 Q1 2021
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
31.4K
New
$1.47M - $1.62M
31.4K $1.72M
May 14, 2021 Q1 2021
Belpointe Asset Management LLC

BUY
 -
31.2K
New
$1.47M - $1.61M
31.2K $1.71M
Apr 30, 2021 Q1 2021
Ifrah Financial Services, Inc.

BUY
 -
31.2K
+ 137.23%
$1.46M - $1.61M
54K $2.96M
May 17, 2021 Q1 2021
Pfs Investments Inc.

Duluth, GA
BUY
 -
31K
+ 10.54%
$1.45M - $1.6M
325K $17.8M
Apr 30, 2021 Q1 2021
Centaurus Financial, Inc.

BUY
 -
30.9K
New
$1.45M - $1.6M
30.9K $1.7M
May 05, 2021 Q1 2021
Avidian Wealth Solutions, LLC

BUY
 -
30.9K
New
$1.45M - $1.59M
30.9K $1.69M
May 17, 2021 Q1 2021
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
30K
+ 123.33%
$1.41M - $1.55M
54.3K $2.98M
Apr 30, 2021 Q1 2021
Ifp Advisors, Inc

BUY
 -
29.6K
+ 1162.01%
$1.39M - $1.53M
32.2K $1.77M
May 11, 2021 Q1 2021
Amg National Trust Bank

BUY
 -
29K
+ 533.4%
$1.36M - $1.5M
34.4K $1.89M
Apr 16, 2021 Q1 2021
Alhambra Investment Partners LLC

BUY
 -
28.3K
New
$1.33M - $1.46M
28.3K $1.56M
May 11, 2021 Q1 2021
Covenant Partners, LLC

BUY
 -
28K
+ 9.9%
$1.31M - $1.45M
311K $17.1M
May 17, 2021 Q1 2021
Source Financial Advisors LLC

New York, NY
BUY
 -
27.7K
+ 128.06%
$1.3M - $1.43M
49.3K $2.71M
May 17, 2021 Q1 2021
Css LLC

Chicago, IL
BUY
 -
27.5K
New
$1.29M - $1.42M
27.5K $1.51M
May 10, 2021 Q1 2021
Financial Advocates Investment Management

Olympia, WA
BUY
 -
27K
+ 2031.13%
$1.27M - $1.4M
28.3K $1.55M
May 17, 2021 Q1 2021
Squarepoint Ops LLC

New York, NY
BUY
 -
26.9K
New
$1.26M - $1.39M
26.9K $1.48M
Apr 14, 2021 Q1 2021
N.E.W. Advisory Services LLC

BUY
 -
26.8K
+ 10.46%
$1.26M - $1.38M
283K $15.5M
Apr 28, 2021 Q1 2021
Baker Tilly Wealth Management, LLC

BUY
 -
26.2K
New
$1.23M - $1.35M
26.2K $1.44M
May 14, 2021 Q1 2021
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
24.7K
+ 997.46%
$1.16M - $1.28M
27.2K $1.49M
May 17, 2021 Q1 2021
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
24K
+ 229.16%
$1.13M - $1.24M
34.5K $1.89M
Dec 01, 2022 Q1 2021
Mufg Americas Holdings Corp

BUY
 -
23.2K
+ 9.92%
$1.09M - $1.2M
257K $14.1M
Apr 30, 2021 Q1 2021
Mufg Americas Holdings Corp

BUY
 -
23.2K
+ 9.92%
$1.09M - $1.2M
257K $14.1M

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