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 10, 2020
Q2 2020
|
Gradient Investments LLC
|
SELL
|
- |
-29- 21.8% |
$985 - $1.27K
|
104
$5.71K
|
|
Jul 20, 2020
Q2 2020
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-33- 5.28% |
$1.12K - $1.44K
|
592
$32.5K
|
|
Jul 22, 2020
Q2 2020
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-34- 54.84% |
$1.15K - $1.48K
|
28
$1.54K
|
|
Jul 27, 2020
Q2 2020
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-54Closed |
$1.83K - $2.36K
|
0
$0
|
|
Jul 29, 2020
Q2 2020
|
Ballast Advisors LLC
|
SELL
|
- |
-62- 2.13% |
$2.1K - $2.71K
|
2.85K
$156K
|
|
Aug 07, 2020
Q2 2020
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-74- 1.1% |
$2.51K - $3.23K
|
6.62K
$363K
|
|
Aug 24, 2020
Q2 2020
|
Stephens Inc
|
SELL
|
- |
-77- 0.42% |
$2.61K - $3.36K
|
18.1K
$995K
|
|
Jul 16, 2020
Q2 2020
|
Autus Asset Management, LLC
|
SELL
|
- |
-80- 0.92% |
$2.72K - $3.49K
|
8.57K
$470K
|
|
Aug 03, 2020
Q2 2020
|
Mission Wealth Management, LP
|
SELL
|
- |
-83- 1.1% |
$2.82K - $3.62K
|
7.45K
$409K
|
|
Aug 06, 2020
Q2 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-83Closed |
$2.82K - $3.62K
|
0
$0
|
|
Jul 16, 2020
Q2 2020
|
Parallel Advisors, LLC
|
SELL
|
- |
-93- 35.23% |
$3.16K - $4.06K
|
171
$9.38K
|
|
Aug 06, 2020
Q2 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-93Closed |
$3.16K - $4.06K
|
0
$0
|
|
Aug 16, 2024
Q2 2020
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-97- 0.46% |
$3.29K - $4.24K
|
21.1K
$1.16M
|
|
Jul 14, 2020
Q2 2020
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-104- 2.7% |
$3.53K - $4.54K
|
3.75K
$206K
|
|
Aug 05, 2020
Q2 2020
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-110Closed |
$3.73K - $4.8K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-125- 51.44% |
$4.24K - $5.46K
|
118
$6.47K
|
|
Aug 11, 2020
Q2 2020
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-142- 1.31% |
$4.82K - $6.2K
|
10.7K
$587K
|
|
Jul 15, 2020
Q2 2020
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-151- 1.61% |
$5.13K - $6.59K
|
9.24K
$507K
|
|
Jul 21, 2020
Q2 2020
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-155Closed |
$5.26K - $6.77K
|
0
$0
|
|
Jul 29, 2020
Q2 2020
|
Gfs Advisors, LLC
|
SELL
|
- |
-166- 0.98% |
$5.64K - $7.25K
|
16.7K
$917K
|
|
Jul 24, 2020
Q2 2020
|
Weaver Consulting Group
|
SELL
|
- |
-202Closed |
$6.86K - $8.82K
|
0
$0
|
|
Jul 20, 2020
Q2 2020
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-205Closed |
$6.96K - $8.95K
|
0
$0
|
|
Jul 13, 2020
Q2 2020
|
Global Retirement Partners, LLC
|
SELL
|
- |
-209- 4.47% |
$7.1K - $9.13K
|
4.46K
$245K
|
|
Jul 30, 2020
Q2 2020
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-232- 3.71% |
$7.88K - $10.1K
|
6.01K
$330K
|
|
Jul 23, 2020
Q2 2020
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-275- 2.97% |
$9.34K - $12K
|
8.99K
$493K
|
|
Feb 11, 2021
Q2 2020
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-280Closed |
$9.51K - $12.2K
|
0
$0
|
|
Jul 27, 2020
Q2 2020
|
Jacobi Capital Management LLC
|
SELL
|
- |
-301Closed |
$10.2K - $13.1K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-358Closed |
$12.2K - $15.6K
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-371- 2.75% |
$12.6K - $16.2K
|
13.1K
$719K
|
|
Aug 30, 2024
Q2 2020
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-375- 4.45% |
$12.7K - $16.4K
|
8.05K
$442K
|
|
Aug 05, 2020
Q2 2020
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-444- 74.12% |
$15.1K - $19.4K
|
155
$8.5K
|
|
Aug 06, 2020
Q2 2020
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-540Closed |
$18.3K - $23.6K
|
0
$0
|
|
Aug 13, 2024
Q2 2020
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-550- 36.67% |
$18.7K - $24K
|
950
$52.1K
|
|
Aug 18, 2020
Q2 2020
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-592- 9.51% |
$20.1K - $25.9K
|
5.63K
$309K
|
|
Jul 16, 2020
Q2 2020
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-593- 4.56% |
$20.1K - $25.9K
|
12.4K
$681K
|
|
Jul 29, 2020
Q2 2020
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-602- 21.58% |
$20.4K - $26.3K
|
2.19K
$120K
|
|
Aug 13, 2020
Q2 2020
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-620Closed |
$21K - $27.1K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-629Closed |
$21.4K - $27.5K
|
0
$0
|
|
Jul 07, 2020
Q2 2020
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-645- 8.14% |
$21.9K - $28.2K
|
7.28K
$399K
|
|
Jul 21, 2020
Q2 2020
|
Bcs Wealth Management
|
SELL
|
- |
-712- 9.88% |
$24.2K - $31.1K
|
6.5K
$356K
|
|
Aug 12, 2020
Q2 2020
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-724- 10.12% |
$24.6K - $31.6K
|
6.43K
$353K
|
|
Aug 05, 2020
Q2 2020
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-729- 10.13% |
$24.7K - $31.8K
|
6.47K
$355K
|
|
Jul 23, 2020
Q2 2020
|
Wambolt & Associates, LLC
|
SELL
|
- |
-801- 2.92% |
$27.2K - $35K
|
26.6K
$1.46M
|
|
Aug 14, 2020
Q2 2020
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-802- 6.75% |
$27.2K - $35K
|
11.1K
$608K
|
|
Jul 31, 2020
Q2 2020
|
Comerica Bank
|
SELL
|
- |
-813- 7.02% |
$27.6K - $35.5K
|
10.8K
$591K
|
|
Aug 14, 2020
Q2 2020
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-821- 10.27% |
$27.9K - $35.9K
|
7.17K
$393K
|
|
Aug 14, 2020
Q2 2020
|
Brown Advisory Inc
|
SELL
|
- |
-828- 7.64% |
$28.1K - $36.2K
|
10K
$549K
|
|
Aug 14, 2020
Q2 2020
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-831Closed |
$28.2K - $36.3K
|
0
$0
|
|
Nov 05, 2020
Q2 2020
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-859- 4.43% |
$29.2K - $37.5K
|
18.5K
$1.02M
|
|
Aug 10, 2020
Q2 2020
|
Ifg Advisory, LLC
|
SELL
|
- |
-987- 9.73% |
$33.5K - $43.1K
|
9.16K
$502K
|