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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2020
Q2 2020
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
18.9KNew |
$641K - $825K
|
18.9K
$1.05M
|
|
|
Jul 20, 2020
Q2 2020
|
Apella Capital, LLC
|
BUY
|
- |
18.5K+ 37.16% |
$628K - $808K
|
68.3K
$3.8M
|
|
|
Aug 17, 2020
Q2 2020
|
Covenant Partners, LLC
|
BUY
|
- |
17.8K+ 7.27% |
$605K - $778K
|
263K
$14.6M
|
|
|
Aug 12, 2020
Q2 2020
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
16.9K+ 4.94% |
$573K - $737K
|
358K
$19.9M
|
|
|
Aug 14, 2020
Q2 2020
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
16.6KNew |
$564K - $725K
|
16.6K
$924K
|
|
|
Jul 31, 2020
Q2 2020
|
Merriman Wealth Management, LLC
|
BUY
|
- |
16.4K+ 127.02% |
$557K - $717K
|
29.3K
$1.63M
|
|
|
Jul 21, 2020
Q2 2020
|
180 Wealth Advisors, LLC
|
BUY
|
- |
15.8K+ 33.9% |
$537K - $691K
|
62.5K
$3.47M
|
|
|
Aug 20, 2020
Q2 2020
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
15.5KNew |
$525K - $675K
|
15.5K
$859K
|
|
|
Aug 07, 2020
Q2 2020
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
14.9KNew |
$506K - $650K
|
14.9K
$828K
|
|
|
Jul 28, 2020
Q2 2020
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
14.3KNew |
$485K - $624K
|
14.3K
$795K
|
|
|
Jul 31, 2020
Q2 2020
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
13.6K+ 86.34% |
$463K - $596K
|
29.4K
$1.64M
|
|
|
Aug 11, 2020
Q2 2020
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
13.3KNew |
$452K - $581K
|
13.3K
$739K
|
|
|
Aug 13, 2020
Q2 2020
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
13.3KNew |
$450K - $579K
|
13.3K
$738K
|
|
|
Aug 10, 2020
Q2 2020
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.5K+ 9.04% |
$390K - $502K
|
139K
$7.7M
|
|
|
Aug 13, 2020
Q2 2020
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.8K+ 7.8% |
$367K - $472K
|
150K
$8.32M
|
|
|
Jul 31, 2020
Q2 2020
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
9.71K+ 14.66% |
$330K - $424K
|
75.9K
$4.22M
|
|
|
Jul 22, 2020
Q2 2020
|
High Mark Wealth Management LLC
|
BUY
|
- |
9.42K+ 3.33% |
$320K - $412K
|
293K
$16.3M
|
|
|
Jul 23, 2020
Q2 2020
|
Rnc Capital Management LLC
|
BUY
|
- |
9.25K+ 57.1% |
$314K - $404K
|
25.5K
$1.42M
|
|
|
Nov 12, 2020
Q2 2020
|
Tiedemann Advisors, LLC
|
BUY
|
- |
7.84K+ 121.66% |
$266K - $342K
|
14.3K
$794K
|
|
|
Aug 06, 2020
Q2 2020
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
7.78KNew |
$264K - $340K
|
7.78K
$433K
|
|
|
Aug 12, 2020
Q2 2020
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
7.46K+ 15.14% |
$253K - $326K
|
56.7K
$3.15M
|
|
|
Jul 13, 2020
Q2 2020
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
7.19K+ 24.22% |
$244K - $314K
|
36.9K
$2.05M
|
|
|
Aug 14, 2020
Q2 2020
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.91K+ 8.3% |
$235K - $302K
|
90.2K
$5.01M
|
|
|
Aug 25, 2020
Q2 2020
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
6.69KNew |
$227K - $292K
|
6.69K
$372K
|
|
|
Aug 14, 2020
Q2 2020
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.66KNew |
$226K - $291K
|
6.66K
$370K
|
|
|
Jul 17, 2020
Q2 2020
|
Csenge Advisory Group
|
BUY
|
- |
6.56KNew |
$223K - $286K
|
6.56K
$364K
|
|
|
Jul 27, 2020
Q2 2020
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
6.25K+ 3.39% |
$212K - $273K
|
191K
$10.6M
|
|
|
Aug 11, 2020
Q2 2020
|
Camden Capital, LLC
|
BUY
|
- |
5.87KNew |
$199K - $256K
|
5.87K
$326K
|
|
|
Jul 13, 2020
Q2 2020
|
Carlson Capital Management
|
BUY
|
- |
5.81K+ 2.42% |
$197K - $254K
|
246K
$13.7M
|
|
|
Aug 13, 2020
Q2 2020
|
Total Wealth Planning, LLC
|
BUY
|
- |
5.8KNew |
$197K - $253K
|
5.8K
$322K
|
|
|
Jul 27, 2020
Q2 2020
|
Tufton Capital Management
|
BUY
|
- |
5.78KNew |
$196K - $252K
|
5.78K
$321K
|
|
|
Aug 13, 2020
Q2 2020
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.72K+ 43.61% |
$194K - $250K
|
18.8K
$1.05M
|
|
|
Jul 23, 2020
Q2 2020
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.26K+ 32.99% |
$179K - $230K
|
21.2K
$1.18M
|
|
|
Aug 12, 2020
Q2 2020
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
5.18KNew |
$176K - $226K
|
5.18K
$288K
|
|
|
Aug 11, 2020
Q2 2020
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
5.11KNew |
$174K - $223K
|
5.11K
$284K
|
|
|
Aug 11, 2020
Q2 2020
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
5.11KNew |
$173K - $223K
|
5.11K
$284K
|
|
|
Aug 05, 2021
Q2 2020
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
5.08KNew |
$172K - $222K
|
5.08K
$282K
|
|
|
Aug 17, 2020
Q2 2020
|
Townsquare Capital LLC
|
BUY
|
- |
4.95K+ 26.11% |
$168K - $216K
|
23.9K
$1.33M
|
|
|
Aug 13, 2020
Q2 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
4.93K+ 65.17% |
$167K - $215K
|
12.5K
$695K
|
|
|
Aug 13, 2020
Q2 2020
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
4.82K+ 15.23% |
$164K - $211K
|
36.5K
$2.03M
|
|
|
Aug 12, 2020
Q2 2020
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
4.59K+ 5.35% |
$156K - $200K
|
90.4K
$5.03M
|
|
|
Aug 07, 2020
Q2 2020
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4.55K+ 12.76% |
$154K - $198K
|
40.2K
$2.23M
|
|
|
Jul 10, 2020
Q2 2020
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
3.78K+ 21.12% |
$128K - $165K
|
21.7K
$1.2M
|
|
|
Sep 07, 2021
Q2 2020
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.4K+ 5.38% |
$115K - $148K
|
66.5K
$3.7M
|
|
|
Jul 27, 2020
Q2 2020
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.37K+ 3.26% |
$114K - $147K
|
107K
$5.94M
|
|
|
Aug 12, 2020
Q2 2020
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
3.12K+ 3.84% |
$106K - $136K
|
84.3K
$4.69M
|
|
|
Sep 11, 2020
Q2 2020
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3.07KNew |
$104K - $134K
|
3.07K
$170K
|
|
|
Aug 14, 2020
Q2 2020
|
Advisory Alpha, LLC
|
BUY
|
- |
2.67K+ 4.84% |
$90.5K - $116K
|
57.8K
$3.21M
|
|
|
Jul 29, 2020
Q2 2020
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.35K+ 31.79% |
$79.7K - $103K
|
9.74K
$541K
|
|
|
Jul 16, 2020
Q2 2020
|
Wedbush Securities Inc
|
BUY
|
- |
2.23K+ 32.48% |
$75.8K - $97.5K
|
9.11K
$506K
|