Purchases and Sales Made in Q2 2020 in Msci Eafe Value ETF (EFV)

EFV Quotes by TradingView

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 29, 2020 Q2 2020
Perigon Wealth Management, LLC

San Francisco, CA
SELL
 -
-991
- 11.68%
$33.6K - $43.3K
7.49K $411K
Jul 13, 2020 Q2 2020
Northwest Wealth Management, LLC

SELL
 -
-1.01K
- 1.31%
$34.1K - $43.9K
75.8K $4.16M
Jul 16, 2020 Q2 2020
Versant Capital Management, Inc

SELL
 -
-1.02K
- 93.76%
$34.7K - $44.6K
68 $3.73K
Jul 22, 2020 Q2 2020
Cra Financial Services, LLC

SELL
 -
-1.07K
- 16.56%
$36.3K - $46.7K
5.39K $296K
Aug 07, 2020 Q2 2020
Moisand Fitzgerald Tamayo, LLC

SELL
 -
-1.09K
- 17.71%
$37.1K - $47.8K
5.08K $279K
Jul 29, 2020 Q2 2020
Wealthcare Capital Management LLC

Richmond, VA
SELL
 -
-1.14K
Closed
$38.6K - $49.7K
0 $0
Jul 10, 2020 Q2 2020
Patriot Financial Group Insurance Agency, LLC

SELL
 -
-1.15K
- 9.22%
$39K - $50.2K
11.3K $621K
Aug 11, 2020 Q2 2020
Golden State Wealth Management, LLC

Santa Ana, CA
SELL
 -
-1.18K
Closed
$40K - $51.5K
0 $0
Aug 04, 2020 Q2 2020
Rosenberg Matthew Hamilton

SELL
 -
-1.19K
- 41.43%
$40.5K - $52.1K
1.69K $92.6K
Aug 05, 2020 Q2 2020
Bessemer Group Inc

Woodbridge, NJ
SELL
 -
-1.2K
- 3.52%
$40.7K - $52.4K
32.9K $1.81M
Jul 28, 2020 Q2 2020
Pinnacle Financial Partners Inc

SELL
 -
-1.4K
- 2.11%
$47.5K - $61.1K
65K $3.56M
Aug 03, 2020 Q2 2020
Bison Wealth, LLC

SELL
 -
-1.62K
Closed
$55K - $70.8K
0 $0
Aug 07, 2020 Q2 2020
Capital Analysts, LLC

Fort Washington, PA
SELL
 -
-1.63K
Closed
$55.2K - $71K
0 $0
Aug 10, 2020 Q2 2020
Synovus Financial Corp

Columbus, GA
SELL
 -
-1.69K
Closed
$57.5K - $73.9K
0 $0
Aug 07, 2020 Q2 2020
Prospera Financial Services Inc

SELL
 -
-1.72K
- 22.35%
$58.5K - $75.3K
5.99K $329K
Aug 13, 2020 Q2 2020
Tower Research Capital LLC (Trc)

New York, NY
SELL
 -
-2.09K
- 68.78%
$71K - $91.3K
949 $52.1K
Aug 11, 2020 Q2 2020
Plancorp, LLC

SELL
 -
-2.31K
- 0.85%
$78.6K - $101K
270K $14.8M
Jul 07, 2020 Q2 2020
Diversified Trust CO

SELL
 -
-2.7K
- 0.29%
$91.6K - $118K
912K $50M
Jul 30, 2020 Q2 2020
American Financial Advisors, LLC

SELL
 -
-2.71K
- 4.39%
$92.1K - $119K
59.1K $3.24M
Aug 13, 2020 Q2 2020
First Republic Investment Management, Inc.

San Francisco, CA
SELL
 -
-2.9K
- 34.8%
$98.3K - $126K
5.43K $298K
Aug 07, 2020 Q2 2020
Key F Inancial Inc

SELL
 -
-3.24K
- 36.53%
$110K - $142K
5.63K $309K
Jul 21, 2020 Q2 2020
Westside Investment Management, Inc.

SELL
 -
-3.28K
- 23.55%
$111K - $143K
10.6K $583K
Aug 14, 2020 Q2 2020
Punch & Associates Investment Management, Inc.

Edina, MN
SELL
 -
-3.34K
Closed
$113K - $146K
0 $0
Aug 11, 2020 Q2 2020
Tap Consulting, LLC

SELL
 -
-3.49K
- 13.5%
$118K - $152K
22.3K $1.23M
Jul 16, 2020 Q2 2020
North Star Investment Management Corp.

Chicago, IL
SELL
 -
-3.89K
- 11.57%
$132K - $170K
29.7K $1.63M
Aug 14, 2020 Q2 2020
Stifel Financial Corp

St. Louis, MO
SELL
 -
-4.01K
- 4.09%
$136K - $175K
93.9K $5.15M
Aug 03, 2020 Q2 2020
First Ascent Asset Management, LLC

SELL
 -
-4.09K
- 27.34%
$139K - $179K
10.9K $597K
Jul 21, 2020 Q2 2020
Leith Wheeler Investment Counsel Ltd.

SELL
 -
-4.65K
- 13.93%
$158K - $203K
28.7K $1.58M
Jul 31, 2020 Q2 2020
Lincoln National Corp

SELL
 -
-4.89K
- 26.63%
$166K - $214K
13.5K $740K
Aug 26, 2020 Q2 2020
Advisor Net Financial, Inc

SELL
 -
-5.44K
- 11.32%
$185K - $237K
42.6K $2.34M
Aug 14, 2020 Q2 2020
Fieldpoint Private Securities, LLC

SELL
 -
-5.63K
Closed
$191K - $246K
0 $0
Jul 14, 2020 Q2 2020
Ma Private Wealth

SELL
 -
-5.93K
- 18.52%
$201K - $259K
26.1K $1.43M
Jul 31, 2020 Q2 2020
Powell Investment Advisors, LLC

SELL
 -
-6.11K
- 90.51%
$208K - $267K
641 $35.2K
Aug 12, 2020 Q2 2020
Prudential Financial Inc

Newark, NJ
SELL
 -
-6.21K
Closed
$211K - $271K
0 $0
Jul 22, 2020 Q2 2020
Lex Aurum Advisors, LLC

SELL
 -
-6.33K
Closed
$215K - $276K
0 $0
Aug 12, 2020 Q2 2020
Commonwealth Equity Services, LLC

SELL
 -
-6.5K
- 2.75%
$221K - $284K
230K $12.6M
Jul 31, 2020 Q2 2020
Jaffetilchin Investment Partners, LLC

Tampa, FL
SELL
 -
-6.7K
Closed
$228K - $293K
0 $0
Aug 14, 2020 Q2 2020
Beacon Pointe Advisors, LLC

Newport Beach, CA
SELL
 -
-6.7K
Closed
$228K - $293K
0 $0
Aug 11, 2020 Q2 2020
Sequoia Financial Advisors, LLC

SELL
 -
-6.94K
Closed
$235K - $303K
0 $0
Aug 13, 2020 Q2 2020
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-7.09K
- 25.23%
$241K - $310K
21K $1.15M
Jul 22, 2020 Q2 2020
Elm Partners Management LLC

SELL
 -
-7.15K
- 68.04%
$243K - $312K
3.36K $184K
Aug 17, 2020 Q2 2020
One Capital Management, LLC

Westlake Village, CA
SELL
 -
-7.81K
- 29.9%
$265K - $341K
18.3K $1M
Aug 13, 2020 Q2 2020
Summit Trail Advisors, LLC

New York, NY
SELL
 -
-7.89K
Closed
$268K - $345K
0 $0
Aug 06, 2020 Q2 2020
Center For Financial Planning, Inc.

Southfied, MI
SELL
 -
-8.09K
- 45.01%
$275K - $353K
9.88K $542K
Aug 10, 2020 Q2 2020
Fragasso Group Inc.

Pittsburgh, PA
SELL
 -
-8.43K
- 31.08%
$286K - $368K
18.7K $1.03M
Jul 23, 2020 Q2 2020
Zhang Financial LLC

SELL
 -
-8.49K
- 6.86%
$288K - $371K
115K $6.32M
Aug 06, 2020 Q2 2020
Ghp Investment Advisors, Inc.

Denver, CO
SELL
 -
-8.95K
- 34.0%
$304K - $391K
17.4K $953K
Jul 31, 2020 Q2 2020
Wilbanks Smith & Thomas Asset Management LLC

SELL
 -
-9K
- 32.23%
$305K - $393K
18.9K $1.04M
Aug 12, 2020 Q2 2020
Baker Avenue Asset Management, LP

SELL
 -
-9.27K
Closed
$315K - $405K
0 $0

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