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 13, 2020
Q2 2020
|
Evanson Asset Management, LLC
|
BUY
|
- |
2.12K+ 23.19% |
$71.8K - $92.4K
|
11.2K
$625K
|
|
|
Aug 10, 2020
Q2 2020
|
Girard Partners Ltd.
|
BUY
|
- |
1.87K+ 2.39% |
$63.5K - $81.7K
|
80.1K
$4.46M
|
|
|
Aug 17, 2020
Q2 2020
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.82K+ 5.5% |
$61.8K - $79.5K
|
34.9K
$1.94M
|
|
|
Aug 11, 2020
Q2 2020
|
Alera Investment Advisors, LLC
|
BUY
|
- |
1.78K+ 10.39% |
$60.3K - $77.6K
|
18.9K
$1.05M
|
|
|
Aug 13, 2020
Q2 2020
|
Colony Group LLC
Boston, MA |
BUY
|
- |
1.69K+ 19.92% |
$57.5K - $73.9K
|
10.2K
$567K
|
|
|
Jul 24, 2020
Q2 2020
|
Allworth Financial LP
|
BUY
|
- |
1.61K+ 51.08% |
$54.6K - $70.3K
|
4.76K
$265K
|
|
|
Aug 13, 2020
Q2 2020
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.6K+ 17.45% |
$54.3K - $69.9K
|
10.8K
$599K
|
|
|
Aug 19, 2020
Q2 2020
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.57K+ 45.68% |
$53.3K - $68.5K
|
5K
$278K
|
|
|
Aug 13, 2020
Q2 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.48K+ 16.48% |
$50.1K - $64.4K
|
10.4K
$580K
|
|
|
Jul 23, 2020
Q2 2020
|
Neumann Capital Management, LLC
|
BUY
|
- |
1.38K+ 4.08% |
$46.9K - $60.3K
|
35.2K
$1.96M
|
|
|
Jul 31, 2020
Q2 2020
|
Sol Capital Management CO
|
BUY
|
- |
1.28K+ 2.06% |
$43.5K - $55.9K
|
63.5K
$3.53M
|
|
|
Aug 14, 2020
Q2 2020
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.21KNew |
$41.2K - $53K
|
1.21K
$67.4K
|
|
|
Aug 12, 2020
Q2 2020
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.19K+ 0.81% |
$40.2K - $51.7K
|
147K
$8.15M
|
|
|
Aug 05, 2020
Q2 2020
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.14K+ 14.33% |
$38.6K - $49.7K
|
9.08K
$505K
|
|
|
Jul 27, 2020
Q2 2020
|
Sym Financial Corp
|
BUY
|
- |
1.06K+ 59.22% |
$35.9K - $46.2K
|
2.84K
$158K
|
|
|
Aug 12, 2020
Q2 2020
|
Goldstein Munger & Associates
San Ramon, CA |
BUY
|
- |
1K+ 8.31% |
$34K - $43.7K
|
13K
$725K
|
|
|
Jul 22, 2020
Q2 2020
|
Cutler Group LP
|
BUY
|
- |
1K+ 1010.1% |
$34K - $43.7K
|
1.1K
$61.1K
|
|
|
Jul 02, 2020
Q2 2020
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
796+ 9.44% |
$27K - $34.8K
|
9.23K
$513K
|
|
|
Aug 13, 2020
Q2 2020
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
690+ 7.73% |
$23.4K - $30.1K
|
9.62K
$535K
|
|
|
Aug 14, 2020
Q2 2020
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
639+ 1.88% |
$21.7K - $27.9K
|
34.6K
$1.93M
|
|
|
Aug 17, 2020
Q2 2020
|
Private Advisor Group, LLC
|
BUY
|
- |
593+ 5.37% |
$20.1K - $25.9K
|
11.6K
$647K
|
|
|
Jul 14, 2020
Q2 2020
|
Rda Financial Network
|
BUY
|
- |
554+ 1.04% |
$18.8K - $24.2K
|
53.8K
$2.99M
|
|
|
Aug 14, 2020
Q2 2020
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
465+ 5.53% |
$15.8K - $20.3K
|
8.87K
$493K
|
|
|
Aug 05, 2020
Q2 2020
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
455+ 29.45% |
$15.4K - $19.9K
|
2K
$111K
|
|
|
Aug 10, 2020
Q2 2020
|
Family Firm, Inc.
|
BUY
|
- |
340+ 4.08% |
$11.5K - $14.8K
|
8.67K
$482K
|
|
|
Aug 11, 2020
Q2 2020
|
Assetmark, Inc
|
BUY
|
- |
328+ 7.23% |
$11.1K - $14.3K
|
4.86K
$270K
|
|
|
Nov 09, 2023
Q2 2020
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
324New |
$11K - $14.1K
|
324
$18K
|
|
|
Aug 12, 2020
Q2 2020
|
Blair William & CO
Chicago, IL |
BUY
|
- |
314+ 2.07% |
$10.7K - $13.7K
|
15.5K
$862K
|
|
|
Aug 14, 2020
Q2 2020
|
Wealth Architects, LLC
|
BUY
|
- |
305+ 3.31% |
$10.4K - $13.3K
|
9.51K
$529K
|
|
|
Jul 31, 2020
Q2 2020
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
281+ 3.47% |
$9.54K - $12.3K
|
8.37K
$465K
|
|
|
Aug 13, 2020
Q2 2020
|
Covington Capital Management
|
BUY
|
- |
264New |
$8.96K - $11.5K
|
264
$14.7K
|
|
|
Nov 16, 2021
Q2 2020
|
Truist Financial Corp
|
BUY
|
- |
211+ 0.01% |
$7.16K - $9.21K
|
2.15M
$120M
|
|
|
Aug 13, 2020
Q2 2020
|
9258 Wealth Management, LLC
|
BUY
|
- |
180+ 1.09% |
$6.11K - $7.86K
|
16.6K
$924K
|
|
|
Jul 31, 2020
Q2 2020
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
162+ 30.62% |
$5.5K - $7.07K
|
691
$38.4K
|
|
|
Aug 03, 2020
Q2 2020
|
Time Scale Financial, Inc.
|
BUY
|
- |
128New |
$4.35K - $5.59K
|
128
$7.12K
|
|
|
Aug 06, 2020
Q2 2020
|
Cx Institutional
|
BUY
|
- |
124New |
$4.21K - $5.42K
|
124
$6.89K
|
|
|
Feb 22, 2022
Q2 2020
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
118+ 8.09% |
$4.01K - $5.15K
|
1.58K
$87.7K
|
|
|
Aug 13, 2020
Q2 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
112+ 4.62% |
$3.8K - $4.89K
|
2.53K
$141K
|
|
|
Sep 08, 2021
Q2 2020
|
Retirement Group, LLC
|
BUY
|
- |
100New |
$3.4K - $4.37K
|
100
$5.56K
|
|
|
Jul 13, 2020
Q2 2020
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$3.4K - $4.37K
|
100
$5.56K
|
|
|
Aug 11, 2020
Q2 2020
|
Patriot Investment Management Inc.
|
BUY
|
- |
54New |
$1.83K - $2.36K
|
54
$3K
|
|
|
Aug 14, 2020
Q2 2020
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
44+ 0.11% |
$1.49K - $1.92K
|
40.6K
$2.26M
|
|
|
Aug 05, 2020
Q2 2020
|
Ifp Advisors, Inc
|
BUY
|
- |
36+ 1.46% |
$1.22K - $1.57K
|
2.5K
$139K
|
|
|
Aug 14, 2020
Q2 2020
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
29New |
$985 - $1.27K
|
29
$1.61K
|
|
|
Jul 10, 2020
Q2 2020
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
5+ 0.38% |
$170 - $218
|
1.32K
$73.3K
|
|
|
Jul 31, 2020
Q2 2020
|
Cva Family Office, LLC
|
BUY
|
- |
4+ 1.3% |
$136 - $175
|
312
$17.3K
|
|
|
Aug 14, 2020
Q2 2020
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
2+ 1.2% |
$67.9 - $87.3
|
168
$9.34K
|
|
|
Aug 13, 2020
Q2 2020
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
2New |
$67.9 - $87.3
|
2
$111
|
|
|
Aug 03, 2020
Q2 2020
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
1+ 1.19% |
$34 - $43.7
|
85
$4.73K
|
|
|
Aug 13, 2020
Q2 2020
|
North Rock Partners, LLC
|
SELL
|
- |
-9- -0.0% |
$306 - $393
|
519K
$28.8M
|