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
Apr 28, 2021 Q1 2021
Davenport & CO LLC

BUY
 -
4.34K
New
$203K - $224K
4.34K $238K
May 10, 2021 Q1 2021
Mai Capital Management

BUY
 -
4.32K
New
$203K - $223K
4.32K $237K
May 12, 2021 Q1 2021
Y Intercept (Hong Kong) LTD

BUY
 -
4.27K
New
$200K - $221K
4.27K $234K
Apr 14, 2021 Q1 2021
Global Retirement Partners, LLC

BUY
 -
4.27K
+ 92.85%
$200K - $221K
8.87K $487K
Apr 14, 2021 Q1 2021
Latitude Advisors, LLC

BUY
 -
4.24K
+ 75.54%
$199K - $219K
9.86K $541K
May 14, 2021 Q1 2021
Golden State Wealth Management, LLC

Santa Ana, CA
BUY
 -
4.11K
New
$193K - $212K
4.11K $225K
Apr 20, 2021 Q1 2021
Falcon Wealth Planning

BUY
 -
4.09K
New
$192K - $211K
4.09K $225K
Apr 27, 2021 Q1 2021
Elk River Wealth Management, LLC

BUY
 -
4.09K
New
$192K - $211K
4.09K $224K
May 11, 2021 Q1 2021
Vontobel Holding Ltd.

BUY
 -
4.05K
+ 54.36%
$190K - $209K
11.5K $631K
May 12, 2021 Q1 2021
M Holdings Securities, Inc.

Portland, OR
BUY
 -
3.95K
New
$186K - $204K
3.95K $217K
Apr 30, 2021 Q1 2021
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
3.75K
+ 5.45%
$176K - $194K
72.6K $3.98M
May 11, 2021 Q1 2021
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
3.25K
+ 27.83%
$153K - $168K
14.9K $819K
May 12, 2021 Q1 2021
Alpha Dna Investment Management LLC

Columbia, MD
BUY
 -
3.22K
New
$151K - $166K
3.22K $177K
May 17, 2021 Q1 2021
True Link Financial Advisors, LLC

BUY
 -
3.11K
New
$146K - $160K
3.11K $170K
May 12, 2021 Q1 2021
Brinker Capital Investments, LLC

BUY
 -
3.07K
+ 41.52%
$144K - $159K
10.5K $575K
May 18, 2021 Q1 2021
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
3.02K
+ 43.0%
$141K - $156K
10K $550K
May 13, 2021 Q1 2021
Kalos Management, Inc.

Alpharetta, GA
BUY
 -
3K
+ 38.73%
$141K - $155K
10.7K $589K
Apr 19, 2021 Q1 2021
Pinnacle Financial Partners Inc

BUY
 -
2.98K
+ 4.92%
$140K - $154K
63.5K $3.48M
May 12, 2021 Q1 2021
Harbour Investments, Inc.

Madison, WI
BUY
 -
2.88K
New
$135K - $149K
2.88K $158K
May 17, 2021 Q1 2021
Townsquare Capital LLC

BUY
 -
2.49K
+ 9.12%
$117K - $129K
29.8K $1.63M
Apr 30, 2021 Q1 2021
Exane Derivatives

BUY
 -
2.38K
New
$112K - $123K
2.38K $130K
May 13, 2021 Q1 2021
Ambassador Advisors, LLC

Lancaster, PA
BUY
 -
2.12K
New
$99.3K - $109K
2.12K $116K
Apr 23, 2021 Q1 2021
Parallel Advisors, LLC

BUY
 -
2.07K
+ 1194.22%
$97K - $107K
2.24K $123K
May 14, 2021 Q1 2021
Logan Capital Management Inc

Newtown Square, PA
BUY
 -
2.04K
New
$95.7K - $105K
2.04K $112K
May 14, 2021 Q1 2021
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
1.96K
+ 10.18%
$91.8K - $101K
21.2K $1.16M
Apr 19, 2021 Q1 2021
Ifg Advisory, LLC

BUY
 -
1.8K
+ 15.97%
$84.4K - $92.9K
13.1K $717K
May 03, 2021 Q1 2021
Macroview Investment Management LLC

BUY
 -
1.76K
New
$82.6K - $90.9K
1.76K $96.6K
May 17, 2021 Q1 2021
Eaton Vance Management

Boston, MA
BUY
 -
1.66K
New
$77.9K - $85.7K
1.66K $91.1K
May 11, 2021 Q1 2021
Wsfs Capital Management, LLC

Philadelphia, PA
BUY
 -
1.61K
+ 8.33%
$75.7K - $83.3K
21K $1.15M
Apr 28, 2021 Q1 2021
Mc Lean Asset Management Corp

BUY
 -
1.56K
+ 0.69%
$73.1K - $80.4K
228K $12.5M
May 06, 2021 Q1 2021
Staley Capital Advisers Inc

BUY
 -
1.55K
+ 1.03%
$72.7K - $80.1K
153K $8.37M
Apr 27, 2021 Q1 2021
United Asset Strategies, Inc.

Garden City, NY
BUY
 -
1.51K
+ 3.34%
$71K - $78.1K
46.8K $2.57M
Apr 27, 2021 Q1 2021
Savior LLC

BUY
 -
1.49K
New
$70K - $77.1K
1.49K $81.9K
May 17, 2021 Q1 2021
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
BUY
 -
1.46K
New
$68.7K - $75.6K
1.46K $80.3K
Apr 28, 2021 Q1 2021
Firestone Capital Management

BUY
 -
1.46K
+ 78.56%
$68.3K - $75.2K
3.31K $181K
Apr 20, 2021 Q1 2021
Garrett Investment Advisors LLC

BUY
 -
1.44K
+ 5.65%
$67.6K - $74.4K
26.9K $1.48M
May 14, 2021 Q1 2021
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
1.4K
+ 2.18%
$65.7K - $72.3K
65.5K $3.59M
May 14, 2021 Q1 2021
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
1.28K
New
$59.9K - $66K
1.28K $70.1K
May 11, 2021 Q1 2021
Cibc World Market Inc.

Toronto, A6
BUY
 -
1.2K
+ 9.78%
$56.3K - $62K
13.5K $739K
Apr 19, 2021 Q1 2021
Wambolt & Associates, LLC

BUY
 -
1.16K
+ 5.52%
$54.4K - $59.9K
22.1K $1.22M
Nov 16, 2023 Q1 2021
Disciplina Capital Management LLC

Nashville, TN
BUY
 -
1.16K
+ 1.57%
$54.3K - $59.8K
74.8K $4.1M
May 13, 2021 Q1 2021
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
1.09K
New
$51.1K - $56.2K
1.09K $59.7K
Mar 22, 2023 Q1 2021
American Portfolios Advisors

Holbrook, NY
BUY
 -
1.09K
+ 3.37%
$51K - $56.1K
33.3K $1.83M
Apr 15, 2021 Q1 2021
Leavell Investment Management, Inc.

BUY
 -
1.03K
+ 14.09%
$48.3K - $53.2K
8.34K $458K
May 17, 2021 Q1 2021
Schroder Investment Management Group

London, X0
BUY
 -
1.03K
New
$48.2K - $53K
1.03K $56.3K
May 11, 2021 Q1 2021
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
1.01K
+ 2.53%
$47.5K - $52.3K
41K $2.25M
May 14, 2021 Q1 2021
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
937
New
$44K - $48.4K
937 $51.4K
May 11, 2021 Q1 2021
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
914
+ 9.12%
$42.9K - $47.2K
10.9K $600K
May 05, 2021 Q1 2021
Black Swift Group, LLC

Boulder, CO
BUY
 -
914
New
$42.9K - $47.2K
914 $50.1K

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