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 14, 2021
Q1 2021
|
Autus Asset Management, LLC
|
BUY
|
- |
800+ 9.45% |
$37.5K - $41.3K
|
9.26K
$505K
|
|
|
May 04, 2021
Q1 2021
|
Retirement Group, LLC
|
BUY
|
- |
732+ 488.0% |
$34.4K - $37.8K
|
882
$48.1K
|
|
|
May 14, 2021
Q1 2021
|
Brown Advisory Inc
|
BUY
|
- |
700+ 1.38% |
$32.9K - $36.2K
|
51.4K
$2.8M
|
|
|
May 14, 2021
Q1 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
696+ 8.87% |
$32.7K - $35.9K
|
8.55K
$466K
|
|
|
May 14, 2021
Q1 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
690+ 8.6% |
$32.4K - $35.6K
|
8.71K
$475K
|
|
|
Apr 26, 2021
Q1 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
616New |
$28.9K - $31.8K
|
616
$33.6K
|
|
|
May 10, 2021
Q1 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
604+ 7.88% |
$28.3K - $31.2K
|
8.27K
$450K
|
|
|
May 06, 2021
Q1 2021
|
Grandview Asset Management LLC
|
BUY
|
- |
589+ 223.11% |
$27.6K - $30.4K
|
853
$46.5K
|
|
|
May 07, 2021
Q1 2021
|
Altfest L J & CO Inc
|
BUY
|
- |
562+ 4.72% |
$26.4K - $29K
|
12.5K
$679K
|
|
|
May 26, 2021
Q1 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
545New |
$25.6K - $28.1K
|
545
$29.7K
|
|
|
May 17, 2021
Q1 2021
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
439+ 0.26% |
$20.6K - $22.7K
|
169K
$9.22M
|
|
|
May 17, 2021
Q1 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
415New |
$19.5K - $21.4K
|
415
$22.6K
|
|
|
Apr 21, 2021
Q1 2021
|
Gradient Investments LLC
|
BUY
|
- |
405+ 146.74% |
$19K - $20.9K
|
681
$37.1K
|
|
|
Apr 22, 2021
Q1 2021
|
Sol Capital Management CO
|
BUY
|
- |
400+ 0.61% |
$18.8K - $20.7K
|
65.7K
$3.58M
|
|
|
May 05, 2021
Q1 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
371+ 6.72% |
$17.4K - $19.2K
|
5.89K
$321K
|
|
|
May 14, 2021
Q1 2021
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
340New |
$16K - $17.6K
|
340
$18.5K
|
|
|
May 17, 2021
Q1 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
330+ 0.49% |
$15.5K - $17K
|
67.1K
$3.66M
|
|
|
Apr 14, 2021
Q1 2021
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
317+ 1.27% |
$14.9K - $16.4K
|
25.3K
$1.38M
|
|
|
May 06, 2021
Q1 2021
|
Grandview Asset Management LLC
|
BUY
|
- |
264New |
$12.4K - $13.6K
|
264
$14.4K
|
|
|
May 10, 2021
Q1 2021
|
Wrapmanager Inc
|
BUY
|
- |
242+ 4.72% |
$11.4K - $12.5K
|
5.37K
$293K
|
|
|
May 13, 2021
Q1 2021
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
233New |
$10.9K - $12K
|
233
$12.7K
|
|
|
May 14, 2021
Q1 2021
|
Plancorp, LLC
|
BUY
|
- |
203+ 0.08% |
$9.53K - $10.5K
|
270K
$14.7M
|
|
|
May 05, 2021
Q1 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
201+ 22.26% |
$9.43K - $10.4K
|
1.1K
$60.2K
|
|
|
Apr 26, 2021
Q1 2021
|
Atwood & Palmer Inc
|
BUY
|
- |
172New |
$8.07K - $8.88K
|
172
$9.37K
|
|
|
May 14, 2021
Q1 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
168+ 4.05% |
$7.88K - $8.68K
|
4.32K
$235K
|
|
|
Apr 28, 2021
Q1 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
165+ 24.44% |
$7.74K - $8.52K
|
840
$45.8K
|
|
|
May 07, 2021
Q1 2021
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
156New |
$7.32K - $8.06K
|
156
$8.5K
|
|
|
May 10, 2021
Q1 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
137+ 2.93% |
$6.43K - $7.08K
|
4.81K
$262K
|
|
|
May 17, 2021
Q1 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
133+ 1.88% |
$6.24K - $6.87K
|
7.2K
$392K
|
|
|
May 11, 2021
Q1 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
117+ 0.33% |
$5.49K - $6.04K
|
35.7K
$1.95M
|
|
|
Apr 20, 2021
Q1 2021
|
Piscataqua Savings Bank
|
BUY
|
- |
106New |
$4.97K - $5.47K
|
106
$5.78K
|
|
|
May 17, 2021
Q1 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
89New |
$4.18K - $4.6K
|
89
$4.85K
|
|
|
May 10, 2021
Q1 2021
|
Accel Wealth Management
|
BUY
|
- |
86+ 286.67% |
$4.04K - $4.44K
|
116
$6.32K
|
|
|
May 12, 2021
Q1 2021
|
South State Corp
|
BUY
|
- |
85+ 0.68% |
$3.99K - $4.39K
|
12.5K
$683K
|
|
|
May 04, 2021
Q1 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
77New |
$3.61K - $3.98K
|
77
$4.2K
|
|
|
Apr 26, 2021
Q1 2021
|
Ma Private Wealth
|
BUY
|
- |
70+ 0.55% |
$3.29K - $3.62K
|
12.9K
$703K
|
|
|
May 14, 2021
Q1 2021
|
Assetmark, Inc
|
BUY
|
- |
69+ 2.45% |
$3.24K - $3.56K
|
2.89K
$157K
|
|
|
May 05, 2021
Q1 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
62New |
$2.91K - $3.2K
|
62
$3.38K
|
|
|
Apr 23, 2021
Q1 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
58+ 1.62% |
$2.72K - $3K
|
3.63K
$198K
|
|
|
May 03, 2021
Q1 2021
|
Bray Capital Advisors
|
BUY
|
- |
53New |
$2.49K - $2.74K
|
53
$2.89K
|
|
|
Apr 26, 2021
Q1 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
52New |
$2.44K - $2.69K
|
52
$2.83K
|
|
|
Sep 07, 2021
Q1 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
41New |
$1.92K - $2.12K
|
41
$2.23K
|
|
|
May 03, 2021
Q1 2021
|
Ellevest, Inc.
|
BUY
|
- |
32New |
$1.5K - $1.65K
|
32
$1.74K
|
|
|
Apr 29, 2021
Q1 2021
|
Allworth Financial LP
|
BUY
|
- |
23+ 0.48% |
$1.08K - $1.19K
|
4.83K
$263K
|
|
|
May 27, 2021
Q1 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
21+ 0.24% |
$986 - $1.08K
|
8.64K
$471K
|
|
|
May 14, 2021
Q1 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
15+ 0.22% |
$704 - $775
|
6.87K
$374K
|
|
|
Apr 15, 2021
Q1 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
11New |
$516 - $568
|
11
$600
|
|
|
May 17, 2021
Q1 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2New |
$93.9 - $103
|
2
$109
|
|
|
Apr 26, 2021
Q1 2021
|
Clean Yield Group
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Granger Management LLC
|
SELL
|
- |
-1- -0.0% |
$46.9 - $51.7
|
532K
$29M
|