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 30, 2021
Q1 2021
|
Granger Management LLC
|
SELL
|
- |
-1- -0.0% |
$46.9 - $51.7
|
532K
$32.3M
|
|
|
May 10, 2021
Q1 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-10Closed |
$469 - $517
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-14- 8.43% |
$657 - $723
|
152
$9.23K
|
|
|
Apr 30, 2021
Q1 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-17- 15.32% |
$798 - $878
|
94
$5.71K
|
|
|
Apr 09, 2021
Q1 2021
|
American National Bank
|
SELL
|
- |
-23- 19.83% |
$1.08K - $1.19K
|
93
$5.65K
|
|
|
Apr 14, 2021
Q1 2021
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-32- 0.66% |
$1.5K - $1.65K
|
4.84K
$294K
|
|
|
May 04, 2021
Q1 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-35- 0.56% |
$1.64K - $1.81K
|
6.2K
$377K
|
|
|
Apr 26, 2021
Q1 2021
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-41- 0.57% |
$1.92K - $2.12K
|
7.1K
$431K
|
|
|
May 17, 2021
Q1 2021
|
Total Wealth Planning, LLC
|
SELL
|
- |
-42- 0.78% |
$1.97K - $2.17K
|
5.35K
$325K
|
|
|
May 03, 2021
Q1 2021
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-45- 0.98% |
$2.11K - $2.32K
|
4.55K
$276K
|
|
|
May 06, 2021
Q1 2021
|
Rda Financial Network
|
SELL
|
- |
-50- 0.08% |
$2.35K - $2.58K
|
64.5K
$3.91M
|
|
|
May 18, 2021
Q1 2021
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-51Closed |
$2.39K - $2.63K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-53- 0.08% |
$2.49K - $2.74K
|
65.3K
$3.97M
|
|
|
May 17, 2021
Q1 2021
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-58Closed |
$2.72K - $3K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Versant Capital Management, Inc
|
SELL
|
- |
-65- 95.59% |
$3.05K - $3.36K
|
3
$182
|
|
|
May 07, 2021
Q1 2021
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-92- 0.53% |
$4.32K - $4.75K
|
17.1K
$1.04M
|
|
|
Apr 30, 2021
Q1 2021
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-95- 5.87% |
$4.46K - $4.91K
|
1.52K
$92.5K
|
|
|
Apr 26, 2021
Q1 2021
|
Elm Partners Management LLC
|
SELL
|
- |
-101- 8.43% |
$4.74K - $5.22K
|
1.1K
$66.6K
|
|
|
May 17, 2021
Q1 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-126- 37.28% |
$5.91K - $6.51K
|
212
$12.9K
|
|
|
Apr 22, 2021
Q1 2021
|
Time Scale Financial, Inc.
|
SELL
|
- |
-128Closed |
$6.01K - $6.61K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-171Closed |
$8.03K - $8.83K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-181Closed |
$8.49K - $9.35K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-186- 1.68% |
$8.73K - $9.61K
|
10.9K
$661K
|
|
|
May 11, 2021
Q1 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-207Closed |
$9.71K - $10.7K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Wilshire Advisors LLC
Santa Monica, CA |
SELL
|
- |
-209- 0.17% |
$9.81K - $10.8K
|
122K
$7.38M
|
|
|
May 14, 2021
Q1 2021
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-253- 0.79% |
$11.9K - $13.1K
|
31.9K
$1.94M
|
|
|
May 26, 2021
Q1 2021
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-258- 4.22% |
$12.1K - $13.3K
|
5.86K
$356K
|
|
|
May 24, 2021
Q1 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-259- 3.99% |
$12.2K - $13.4K
|
6.23K
$378K
|
|
|
May 06, 2021
Q1 2021
|
Wesbanco Bank Inc
|
SELL
|
- |
-271- 4.77% |
$12.7K - $14K
|
5.41K
$329K
|
|
|
Apr 23, 2021
Q1 2021
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-280- 1.6% |
$13.1K - $14.5K
|
17.2K
$1.05M
|
|
|
Apr 19, 2021
Q1 2021
|
Sym Financial Corp
|
SELL
|
- |
-303- 10.66% |
$14.2K - $15.6K
|
2.54K
$154K
|
|
|
Apr 22, 2021
Q1 2021
|
High Mark Wealth Management LLC
|
SELL
|
- |
-348- 0.11% |
$16.3K - $18K
|
303K
$18.4M
|
|
|
Apr 30, 2021
Q1 2021
|
Field & Main Bank
|
SELL
|
- |
-365Closed |
$17.1K - $18.9K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-383- 0.61% |
$18K - $19.8K
|
62.6K
$3.8M
|
|
|
Apr 19, 2022
Q1 2021
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-389- 0.56% |
$18.3K - $20.1K
|
68.5K
$4.16M
|
|
|
Apr 28, 2021
Q1 2021
|
Bcs Wealth Management
|
SELL
|
- |
-402- 6.93% |
$18.9K - $20.8K
|
5.4K
$328K
|
|
|
May 24, 2021
Q1 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-404- 2.76% |
$19K - $20.9K
|
14.2K
$864K
|
|
|
May 12, 2021
Q1 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-404- 1.45% |
$19K - $20.9K
|
27.5K
$1.67M
|
|
|
May 13, 2021
Q1 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-423- 2.21% |
$19.9K - $21.8K
|
18.7K
$1.14M
|
|
|
May 17, 2021
Q1 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-432- 0.5% |
$20.3K - $22.3K
|
85.3K
$5.18M
|
|
|
Aug 10, 2023
Q1 2021
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-523- 89.25% |
$24.5K - $27K
|
63
$3.83K
|
|
|
May 13, 2021
Q1 2021
|
Concord Wealth Partners
|
SELL
|
- |
-524- 61.0% |
$24.6K - $27.1K
|
335
$20.3K
|
|
|
May 13, 2021
Q1 2021
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-540Closed |
$25.3K - $27.9K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-566- 4.4% |
$26.6K - $29.2K
|
12.3K
$747K
|
|
|
May 11, 2021
Q1 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-569- 5.49% |
$26.7K - $29.4K
|
9.79K
$594K
|
|
|
May 06, 2021
Q1 2021
|
Family Firm, Inc.
|
SELL
|
- |
-584- 6.34% |
$27.4K - $30.2K
|
8.63K
$524K
|
|
|
May 13, 2021
Q1 2021
|
Neumann Capital Management, LLC
|
SELL
|
- |
-600- 1.83% |
$28.2K - $31K
|
32.2K
$1.95M
|
|
|
May 11, 2021
Q1 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-609- 8.17% |
$28.6K - $31.5K
|
6.85K
$416K
|
|
|
Apr 26, 2021
Q1 2021
|
Hudock, Inc.
|
SELL
|
- |
-622- 67.24% |
$29.2K - $32.1K
|
303
$18.4K
|
|
|
Apr 20, 2021
Q1 2021
|
Foster Group, Inc.
|
SELL
|
- |
-633- 2.35% |
$29.7K - $32.7K
|
26.3K
$1.6M
|