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
|
Brr Op Co, LLC
|
BUY
|
- |
22.9K+ 120.62% |
$1.08M - $1.18M
|
41.9K
$2.28M
|
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
BUY
|
- |
22.2KNew |
$1.04M - $1.15M
|
22.2K
$1.21M
|
|
|
May 06, 2021
Q1 2021
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
20.6K+ 30.76% |
$965K - $1.06M
|
87.4K
$4.76M
|
|
|
Apr 16, 2021
Q1 2021
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
20.5KNew |
$963K - $1.06M
|
20.5K
$1.12M
|
|
|
Apr 12, 2021
Q1 2021
|
Private Capital Group, LLC
|
BUY
|
- |
19.7K+ 9401.91% |
$922K - $1.01M
|
19.9K
$1.08M
|
|
|
May 13, 2021
Q1 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
19.5KNew |
$915K - $1.01M
|
19.5K
$1.06M
|
|
|
May 13, 2021
Q1 2021
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
19K+ 371.82% |
$892K - $981K
|
24.1K
$1.31M
|
|
|
Apr 22, 2021
Q1 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
18.8KNew |
$884K - $973K
|
18.8K
$1.03M
|
|
|
Apr 28, 2021
Q1 2021
|
Comerica Bank
|
BUY
|
- |
18.3K+ 254.35% |
$858K - $945K
|
25.5K
$1.39M
|
|
|
Apr 15, 2021
Q1 2021
|
Apella Capital, LLC
|
BUY
|
- |
17.4K+ 19.22% |
$816K - $898K
|
108K
$5.88M
|
|
|
May 05, 2021
Q1 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
17K+ 38.83% |
$797K - $877K
|
60.7K
$3.31M
|
|
|
May 07, 2021
Q1 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
16.6K+ 13.88% |
$781K - $860K
|
137K
$7.44M
|
|
|
Apr 05, 2024
Q1 2021
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
16.4K+ 2.15% |
$772K - $849K
|
782K
$42.6M
|
|
|
May 17, 2021
Q1 2021
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
16.3K+ 13.32% |
$766K - $843K
|
139K
$7.56M
|
|
|
May 14, 2021
Q1 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
16K+ 8.63% |
$753K - $828K
|
202K
$11M
|
|
|
Jun 23, 2021
Q1 2021
|
Stone X Group Inc.
|
BUY
|
- |
15.9KNew |
$745K - $820K
|
15.9K
$865K
|
|
|
Apr 12, 2021
Q1 2021
|
Veracity Capital LLC
|
BUY
|
- |
15.7KNew |
$737K - $811K
|
15.7K
$856K
|
|
|
Jun 17, 2021
Q1 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
15.6K+ 4.24% |
$732K - $805K
|
383K
$20.9M
|
|
|
May 17, 2021
Q1 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
15.6K+ 9.16% |
$730K - $803K
|
185K
$10.1M
|
|
|
May 10, 2021
Q1 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
15.5K+ 279.39% |
$730K - $803K
|
21.1K
$1.15M
|
|
|
Apr 30, 2021
Q1 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
15KNew |
$702K - $772K
|
15K
$815K
|
|
|
Apr 20, 2021
Q1 2021
|
Successful Portfolios LLC
|
BUY
|
- |
14.5KNew |
$679K - $747K
|
14.5K
$789K
|
|
|
May 17, 2021
Q1 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
14K+ 564.76% |
$659K - $725K
|
16.5K
$901K
|
|
|
May 11, 2021
Q1 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
13.4KNew |
$628K - $691K
|
13.4K
$729K
|
|
|
Jul 17, 2024
Q1 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
13.3KNew |
$626K - $689K
|
13.3K
$727K
|
|
|
May 11, 2021
Q1 2021
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
13.3K+ 7.32% |
$623K - $686K
|
195K
$10.6M
|
|
|
May 14, 2021
Q1 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
13.2K+ 8.03% |
$618K - $680K
|
177K
$9.65M
|
|
|
Apr 28, 2021
Q1 2021
|
Csenge Advisory Group
|
BUY
|
- |
13.1K+ 249.19% |
$616K - $678K
|
18.4K
$1M
|
|
|
Apr 19, 2021
Q1 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
13K+ 2946.83% |
$611K - $673K
|
13.5K
$734K
|
|
|
May 10, 2021
Q1 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
12.4K+ 11.93% |
$581K - $639K
|
116K
$6.32M
|
|
|
May 17, 2021
Q1 2021
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
12.3K+ 268.89% |
$575K - $633K
|
16.8K
$916K
|
|
|
May 12, 2021
Q1 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
11.2K+ 0.33% |
$526K - $579K
|
3.42M
$186M
|
|
|
Apr 14, 2021
Q1 2021
|
Collective Family Office LLC
|
BUY
|
- |
11.2K+ 30.43% |
$525K - $578K
|
48K
$2.62M
|
|
|
May 17, 2021
Q1 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
11.2KNew |
$524K - $577K
|
11.2K
$609K
|
|
|
Apr 19, 2021
Q1 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
10.8K+ 33.35% |
$507K - $558K
|
43.2K
$2.36M
|
|
|
May 18, 2021
Q1 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
10.8K+ 97.39% |
$506K - $557K
|
21.9K
$1.19M
|
|
|
May 17, 2021
Q1 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.8K+ 23.99% |
$506K - $557K
|
55.8K
$3.04M
|
|
|
Apr 19, 2021
Q1 2021
|
Lvw Advisors, LLC
|
BUY
|
- |
10.6KNew |
$496K - $546K
|
10.6K
$576K
|
|
|
Apr 21, 2021
Q1 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
10.3KNew |
$483K - $531K
|
10.3K
$561K
|
|
|
Apr 30, 2021
Q1 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.2K+ 40.21% |
$480K - $528K
|
35.6K
$1.94M
|
|
|
May 14, 2021
Q1 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
10.2KNew |
$478K - $526K
|
10.2K
$555K
|
|
|
Apr 27, 2021
Q1 2021
|
Pfg Advisors
|
BUY
|
- |
10.1KNew |
$476K - $523K
|
10.1K
$552K
|
|
|
Aug 09, 2021
Q1 2021
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
10.1KNew |
$472K - $519K
|
10.1K
$548K
|
|
|
Apr 30, 2021
Q1 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
9.97KNew |
$468K - $515K
|
9.97K
$543K
|
|
|
May 17, 2021
Q1 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
9.75KNew |
$458K - $504K
|
9.75K
$531K
|
|
|
Apr 29, 2021
Q1 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9.32KNew |
$437K - $481K
|
9.32K
$508K
|
|
|
Jun 02, 2021
Q1 2021
|
Regions Financial Corp
|
BUY
|
- |
9.32KNew |
$437K - $481K
|
9.32K
$508K
|
|
|
May 13, 2021
Q1 2021
|
3 D/L Capital Management, LLC
|
BUY
|
- |
8.91KNew |
$418K - $460K
|
8.91K
$486K
|
|
|
Apr 15, 2021
Q1 2021
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
8.86K+ 164.38% |
$416K - $457K
|
14.2K
$776K
|
|
|
May 17, 2021
Q1 2021
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
8.85KNew |
$415K - $457K
|
8.85K
$482K
|