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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2021
Q1 2021
|
F3 Logic, LLC
|
BUY
|
- |
8.66KNew |
$406K - $447K
|
8.66K
$475K
|
|
|
May 10, 2021
Q1 2021
|
Ntv Asset Management LLC
|
BUY
|
- |
8.55KNew |
$401K - $442K
|
8.55K
$469K
|
|
|
Apr 22, 2021
Q1 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
8.54KNew |
$401K - $441K
|
8.54K
$468K
|
|
|
May 13, 2021
Q1 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.52K+ 56.56% |
$400K - $440K
|
23.6K
$1.29M
|
|
|
May 13, 2021
Q1 2021
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
8.5KNew |
$399K - $439K
|
8.5K
$466K
|
|
|
May 10, 2021
Q1 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
8.09K+ 8.06% |
$380K - $418K
|
108K
$5.95M
|
|
|
Apr 26, 2021
Q1 2021
|
Wedbush Securities Inc
|
BUY
|
- |
7.99K+ 63.76% |
$375K - $413K
|
20.5K
$1.13M
|
|
|
May 10, 2021
Q1 2021
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
7.84K+ 5.18% |
$368K - $405K
|
159K
$8.73M
|
|
|
Apr 20, 2021
Q1 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
7.67KNew |
$360K - $396K
|
7.67K
$421K
|
|
|
May 15, 2024
Q1 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
7.52KNew |
$353K - $388K
|
7.52K
$412K
|
|
|
May 17, 2021
Q1 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.45KNew |
$349K - $385K
|
7.45K
$409K
|
|
|
Apr 27, 2021
Q1 2021
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
7.32K+ 1.86% |
$344K - $378K
|
401K
$22M
|
|
|
Apr 27, 2021
Q1 2021
|
Campion Asset Management
|
BUY
|
- |
7.25KNew |
$340K - $374K
|
7.25K
$398K
|
|
|
May 04, 2021
Q1 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
7.15KNew |
$335K - $369K
|
7.15K
$392K
|
|
|
May 17, 2021
Q1 2021
|
Qcm Cayman, Ltd.
|
BUY
|
- |
6.95K+ 100.99% |
$326K - $359K
|
13.8K
$758K
|
|
|
May 17, 2021
Q1 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
6.89KNew |
$323K - $356K
|
6.89K
$378K
|
|
|
May 18, 2021
Q1 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
6.85K+ 19.92% |
$322K - $354K
|
41.3K
$2.26M
|
|
|
May 17, 2021
Q1 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.68K+ 599.19% |
$314K - $345K
|
7.8K
$428K
|
|
|
May 14, 2021
Q1 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.56KNew |
$308K - $339K
|
6.56K
$360K
|
|
|
Apr 27, 2021
Q1 2021
|
First American Trust, Fsb
|
BUY
|
- |
6.51K+ 7.07% |
$306K - $336K
|
98.6K
$5.41M
|
|
|
May 04, 2021
Q1 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
6.49K+ 4.21% |
$305K - $335K
|
161K
$8.81M
|
|
|
Apr 12, 2021
Q1 2021
|
Prosperity Planning, Inc.
|
BUY
|
- |
6.4K+ 95.04% |
$300K - $330K
|
13.1K
$720K
|
|
|
Jun 08, 2021
Q1 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
6.37KNew |
$299K - $329K
|
6.37K
$349K
|
|
|
May 05, 2021
Q1 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
6.28KNew |
$295K - $324K
|
6.28K
$345K
|
|
|
Apr 29, 2021
Q1 2021
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
6.12K+ 2.31% |
$287K - $316K
|
271K
$14.8M
|
|
|
May 13, 2021
Q1 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
6K+ 86.79% |
$282K - $310K
|
12.9K
$708K
|
|
|
Apr 19, 2021
Q1 2021
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
5.86K+ 9.85% |
$275K - $302K
|
65.3K
$3.58M
|
|
|
Apr 28, 2021
Q1 2021
|
Crestone Asset Management LLC
|
BUY
|
- |
5.85KNew |
$274K - $302K
|
5.85K
$321K
|
|
|
May 17, 2021
Q1 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
5.84KNew |
$274K - $302K
|
5.84K
$321K
|
|
|
May 17, 2021
Q1 2021
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
5.84K+ 4.31% |
$274K - $302K
|
141K
$7.75M
|
|
|
Apr 09, 2021
Q1 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
5.82K+ 246.32% |
$273K - $300K
|
8.18K
$449K
|
|
|
Apr 30, 2021
Q1 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
5.74KNew |
$270K - $297K
|
5.74K
$315K
|
|
|
Apr 27, 2021
Q1 2021
|
Western Financial Corporation
|
BUY
|
- |
5.59KNew |
$263K - $289K
|
5.59K
$307K
|
|
|
Apr 19, 2021
Q1 2021
|
Lantz Financial LLC
|
BUY
|
- |
5.52KNew |
$259K - $285K
|
5.52K
$303K
|
|
|
Apr 20, 2021
Q1 2021
|
Private Ocean, LLC
|
BUY
|
- |
5.44KNew |
$255K - $281K
|
5.44K
$298K
|
|
|
Apr 14, 2021
Q1 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
5.17K+ 22.73% |
$243K - $267K
|
27.9K
$1.53M
|
|
|
May 17, 2021
Q1 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.12KNew |
$240K - $264K
|
5.12K
$281K
|
|
|
May 17, 2021
Q1 2021
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
5.12K+ 0.35% |
$240K - $264K
|
1.45M
$79.6M
|
|
|
May 05, 2021
Q1 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5.11KNew |
$240K - $264K
|
5.11K
$280K
|
|
|
Apr 20, 2021
Q1 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
5.08KNew |
$239K - $263K
|
5.08K
$279K
|
|
|
Apr 13, 2021
Q1 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
5KNew |
$235K - $258K
|
5K
$274K
|
|
|
May 13, 2021
Q1 2021
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
4.97KNew |
$233K - $257K
|
4.97K
$273K
|
|
|
May 10, 2021
Q1 2021
|
Lincoln National Corp
|
BUY
|
- |
4.96K+ 24.54% |
$233K - $256K
|
25.2K
$1.38M
|
|
|
May 25, 2021
Q1 2021
|
180 Wealth Advisors, LLC
|
BUY
|
- |
4.9K+ 6.84% |
$230K - $253K
|
76.5K
$4.2M
|
|
|
Jul 16, 2021
Q1 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
4.84KNew |
$227K - $250K
|
4.84K
$266K
|
|
|
May 03, 2021
Q1 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
4.74KNew |
$222K - $245K
|
4.74K
$260K
|
|
|
May 05, 2021
Q1 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
4.63KNew |
$217K - $239K
|
4.63K
$254K
|
|
|
May 10, 2021
Q1 2021
|
Northwest Wealth Management, LLC
|
BUY
|
- |
4.54K+ 6.23% |
$213K - $234K
|
77.3K
$4.24M
|
|
|
May 14, 2021
Q1 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
4.43KNew |
$208K - $229K
|
4.43K
$243K
|
|
|
Apr 12, 2021
Q1 2021
|
Trilogy Capital Inc.
|
BUY
|
- |
4.39KNew |
$206K - $227K
|
4.39K
$241K
|