Purchases and Sales Made in Q2 2020 in Msci Eafe Value ETF (EFV)
This table provides information about the institutional ownership of Msci Eafe Value ETF (EFV) during Q2 2020. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2020
Q2 2020
|
Jones Financial Companies Lllp
|
BUY
|
- |
11.8M+ 56.44% |
$402M - $517M
|
32.8M
$1.8B
|
|
|
Sep 15, 2021
Q2 2020
|
Cwm, LLC
|
BUY
|
- |
5.68M+ 1413131.12% |
$193M - $248M
|
5.68M
$312M
|
|
|
Aug 11, 2020
Q2 2020
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
4M+ 1746.59% |
$136M - $175M
|
4.23M
$232M
|
|
|
Aug 14, 2020
Q2 2020
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
1.13M+ 567.61% |
$38.2M - $49.2M
|
1.32M
$72.7M
|
|
|
Aug 14, 2020
Q2 2020
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
971KNew |
$33M - $42.4M
|
971K
$53.3M
|
|
|
Aug 13, 2020
Q2 2020
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
927K+ 40.81% |
$31.5M - $40.5M
|
3.2M
$175M
|
|
|
Oct 22, 2020
Q2 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
906K+ 659.44% |
$30.8M - $39.6M
|
1.04M
$57.2M
|
|
|
Aug 06, 2020
Q2 2020
|
Aspiriant, LLC
|
BUY
|
- |
740K+ 168.98% |
$25.1M - $32.3M
|
1.18M
$64.6M
|
|
|
Aug 17, 2020
Q2 2020
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
732KNew |
$24.9M - $32M
|
732K
$40.2M
|
|
|
Jul 28, 2020
Q2 2020
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
456KNew |
$15.5M - $19.9M
|
456K
$25M
|
|
|
Jul 30, 2020
Q2 2020
|
Park Avenue Securities LLC
|
BUY
|
- |
422KNew |
$14.3M - $18.4M
|
422K
$23.2M
|
|
|
Aug 14, 2020
Q2 2020
|
Truist Financial Corp
|
BUY
|
- |
411K+ 23.63% |
$14M - $17.9M
|
2.15M
$118M
|
|
|
Aug 14, 2020
Q2 2020
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
313KNew |
$10.6M - $13.7M
|
313K
$17.2M
|
|
|
Aug 14, 2020
Q2 2020
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
282KNew |
$9.57M - $12.3M
|
282K
$15.5M
|
|
|
Aug 14, 2020
Q2 2020
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
265KNew |
$9.01M - $11.6M
|
265K
$14.6M
|
|
|
Aug 14, 2020
Q2 2020
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
254K+ 51.14% |
$8.61M - $11.1M
|
750K
$41.1M
|
|
|
Aug 11, 2020
Q2 2020
|
Savant Capital, LLC
|
BUY
|
- |
248K+ 43.09% |
$8.43M - $10.8M
|
824K
$45.2M
|
|
|
Aug 13, 2020
Q2 2020
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
226K+ 409.35% |
$7.67M - $9.87M
|
281K
$15.4M
|
|
|
Aug 06, 2020
Q2 2020
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
224K+ 17.94% |
$7.6M - $9.77M
|
1.47M
$80.7M
|
|
|
Jul 22, 2020
Q2 2020
|
F Dx Advisors, Inc.
|
BUY
|
- |
221KNew |
$7.49M - $9.63M
|
221K
$12.1M
|
|
|
Aug 13, 2020
Q2 2020
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
213K+ 1316.54% |
$7.23M - $9.3M
|
229K
$12.6M
|
|
|
Aug 13, 2020
Q2 2020
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
206K+ 90.68% |
$7M - $9M
|
433K
$23.8M
|
|
|
Aug 06, 2020
Q2 2020
|
Sawtooth Solutions, LLC
|
BUY
|
- |
172K+ 15.23% |
$5.85M - $7.52M
|
1.3M
$71.5M
|
|
|
Aug 05, 2020
Q2 2020
|
Ae Wealth Management LLC
|
BUY
|
- |
137K+ 12.36% |
$4.65M - $5.99M
|
1.25M
$68.4M
|
|
|
Jul 28, 2020
Q2 2020
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
132K+ 80.57% |
$4.49M - $5.78M
|
296K
$16.3M
|
|
|
Jul 24, 2020
Q2 2020
|
Dubuque Bank & Trust CO
|
BUY
|
- |
110K+ 134.24% |
$3.74M - $4.82M
|
192K
$10.6M
|
|
|
Aug 12, 2020
Q2 2020
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
106KNew |
$3.59M - $4.62M
|
106K
$5.81M
|
|
|
Sep 22, 2020
Q2 2020
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
104KNew |
$3.54M - $4.55M
|
104K
$5.72M
|
|
|
Aug 03, 2020
Q2 2020
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
98.4K+ 18.68% |
$3.34M - $4.3M
|
625K
$34.3M
|
|
|
Aug 07, 2020
Q2 2020
|
Staley Capital Advisers Inc
|
BUY
|
- |
82.2K+ 106.21% |
$2.79M - $3.59M
|
160K
$8.75M
|
|
|
Aug 12, 2020
Q2 2020
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
77.5KNew |
$2.63M - $3.38M
|
77.5K
$4.25M
|
|
|
Jul 28, 2020
Q2 2020
|
Prairie View Partners, LLC
|
BUY
|
- |
75.9K+ 17.17% |
$2.58M - $3.31M
|
518K
$28.4M
|
|
|
Jul 09, 2020
Q2 2020
|
Unison Advisors LLC
|
BUY
|
- |
72.6K+ 121.23% |
$2.46M - $3.17M
|
132K
$7.27M
|
|
|
Jul 21, 2020
Q2 2020
|
Financial Advisory Service, Inc.
|
BUY
|
- |
64.6K+ 21.17% |
$2.19M - $2.82M
|
370K
$20.3M
|
|
|
Jul 28, 2020
Q2 2020
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
58.8K+ 80.13% |
$2M - $2.57M
|
132K
$7.25M
|
|
|
Jul 09, 2020
Q2 2020
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
45.7K+ 26.36% |
$1.55M - $1.99M
|
219K
$12M
|
|
|
Nov 16, 2023
Q2 2020
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
42.9K+ 166.66% |
$1.46M - $1.87M
|
68.7K
$3.77M
|
|
|
Aug 03, 2020
Q2 2020
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
42.3KNew |
$1.44M - $1.85M
|
42.3K
$2.32M
|
|
|
Aug 13, 2020
Q2 2020
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
40.2KNew |
$1.37M - $1.76M
|
40.2K
$2.21M
|
|
|
Aug 03, 2020
Q2 2020
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
35.9K+ 44.23% |
$1.22M - $1.57M
|
117K
$6.43M
|
|
|
Aug 12, 2020
Q2 2020
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
34.6K+ 11.38% |
$1.17M - $1.51M
|
338K
$18.5M
|
|
|
Aug 14, 2020
Q2 2020
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
33.5K+ 99.09% |
$1.14M - $1.46M
|
67.3K
$3.69M
|
|
|
Aug 12, 2020
Q2 2020
|
Old Mission Capital LLC
|
BUY
|
- |
33.5K+ 304.79% |
$1.14M - $1.46M
|
44.5K
$2.44M
|
|
|
Jul 28, 2020
Q2 2020
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
32.2K+ 55.42% |
$1.09M - $1.41M
|
90.3K
$4.95M
|
|
|
Aug 14, 2020
Q2 2020
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
27.9K+ 54.18% |
$948K - $1.22M
|
79.5K
$4.36M
|
|
|
Jul 14, 2020
Q2 2020
|
Icon Wealth Partners, LLC
|
BUY
|
- |
27.8KNew |
$942K - $1.21M
|
27.8K
$1.52M
|
|
|
Aug 14, 2020
Q2 2020
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
26.6KNew |
$901K - $1.16M
|
26.6K
$1.46M
|
|
|
Jul 20, 2020
Q2 2020
|
Symmetry Partners, LLC
|
BUY
|
- |
24.6K+ 6.08% |
$835K - $1.07M
|
429K
$23.5M
|
|
|
Jul 29, 2020
Q2 2020
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
22.2K+ 88.16% |
$753K - $968K
|
47.3K
$2.6M
|
|
|
Aug 10, 2020
Q2 2020
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
22.2K+ 114.65% |
$753K - $968K
|
41.5K
$2.28M
|