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
V Wealth Advisors LLC

SELL
 -
-9.33K
Closed
$317K - $407K
0 $0
Aug 07, 2020 Q2 2020
Wsfs Capital Management, LLC

Philadelphia, PA
SELL
 -
-9.54K
- 29.2%
$324K - $416K
23.1K $1.27M
Jul 08, 2020 Q2 2020
Parkside Advisors LLC

SELL
 -
-9.65K
Closed
$328K - $421K
0 $0
Aug 05, 2020 Q2 2020
Gilbert & Cook, Inc.

SELL
 -
-9.91K
- 11.49%
$337K - $433K
76.4K $4.19M
Aug 05, 2020 Q2 2020
Fifth Third Bancorp

SELL
 -
-10.6K
- 1.59%
$359K - $462K
655K $35.9M
Aug 12, 2020 Q2 2020
Rockefeller Capital Management L.P.

New York, NY
SELL
 -
-10.8K
- 64.69%
$367K - $473K
5.91K $324K
Jul 17, 2020 Q2 2020
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-12.1K
- 6.81%
$410K - $527K
165K $9.06M
Aug 13, 2020 Q2 2020
Cibc Private Wealth Group, LLC

SELL
 -
-13.2K
Closed
$448K - $576K
0 $0
Jul 27, 2020 Q2 2020
Mai Capital Management

SELL
 -
-13.7K
Closed
$464K - $597K
0 $0
Jul 08, 2020 Q2 2020
First American Trust, Fsb

SELL
 -
-14.9K
- 13.2%
$506K - $651K
98K $5.38M
Aug 04, 2020 Q2 2020
Btc Capital Management, Inc.

SELL
 -
-15.1K
Closed
$511K - $657K
0 $0
Jul 29, 2020 Q2 2020
Accredited Investors Inc.

SELL
 -
-15.1K
Closed
$514K - $661K
0 $0
Aug 13, 2020 Q2 2020
Neuberger Berman Group LLC

New York, NY
SELL
 -
-16K
Closed
$545K - $701K
0 $0
Aug 11, 2020 Q2 2020
Integrated Capital Management, Inc.

SELL
 -
-16.1K
- 9.46%
$545K - $701K
154K $8.43M
Jul 13, 2020 Q2 2020
Ullmann Wealth Partners Group, LLC

SELL
 -
-17.1K
- 66.69%
$581K - $747K
8.55K $469K
Jul 20, 2020 Q2 2020
Well Done, LLC

SELL
 -
-18.8K
Closed
$639K - $821K
0 $0
Aug 14, 2020 Q2 2020
Peapack Gladstone Financial Corp

Bedminster, NJ
SELL
 -
-20K
Closed
$679K - $874K
0 $0
Aug 06, 2020 Q2 2020
Mufg Americas Holdings Corp

SELL
 -
-20.3K
- 8.27%
$690K - $888K
226K $12.4M
Jul 15, 2020 Q2 2020
Schneider Downs Wealth Management Advisors, LP

SELL
 -
-21.3K
Closed
$724K - $932K
0 $0
Aug 14, 2020 Q2 2020
Glenmede Trust CO Na

Philadelphia, PA
SELL
 -
-21.5K
- 30.97%
$731K - $940K
48K $2.63M
Aug 14, 2020 Q2 2020
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-21.6K
- 14.65%
$734K - $944K
126K $6.91M
Aug 07, 2020 Q2 2020
Efficient Advisors, LLC

SELL
 -
-22K
- 4.29%
$748K - $962K
491K $27M
Aug 13, 2020 Q2 2020
Lpl Financial LLC

Fort Mill, SC
SELL
 -
-22.7K
- 4.43%
$770K - $990K
489K $26.8M
Aug 12, 2020 Q2 2020
Brinker Capital Investments, LLC

SELL
 -
-23.8K
- 63.92%
$808K - $1.04M
13.4K $736K
Aug 04, 2020 Q2 2020
Twin Capital Management Inc

SELL
 -
-24.2K
- 15.13%
$823K - $1.06M
136K $7.46M
Aug 14, 2020 Q2 2020
Ameriprise Financial Inc

Minneapolis, MN
SELL
 -
-27.4K
- 1.98%
$931K - $1.2M
1.35M $74.3M
Aug 14, 2020 Q2 2020
Wilshire Advisors LLC

Santa Monica, CA
SELL
 -
-28.5K
- 12.0%
$967K - $1.24M
209K $11.5M
Aug 14, 2020 Q2 2020
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-29.6K
- 27.92%
$1M - $1.29M
76.3K $4.19M
Jul 31, 2020 Q2 2020
Hapanowicz & Associates Financial Services, Inc

SELL
 -
-30.9K
- 9.72%
$1.05M - $1.35M
287K $15.7M
Aug 10, 2020 Q2 2020
Advisory Services Network, LLC

SELL
 -
-31.2K
- 73.44%
$1.06M - $1.36M
11.3K $619K
Aug 13, 2020 Q2 2020
Brr Op Co, LLC

SELL
 -
-34.2K
- 61.34%
$1.16M - $1.49M
21.6K $1.18M
Jul 13, 2020 Q2 2020
Relaxing Retirement Coach

SELL
 -
-34.7K
- 29.45%
$1.18M - $1.51M
83.1K $4.56M
Jul 10, 2020 Q2 2020
Larson Financial Group LLC

SELL
 -
-36.5K
- 20.14%
$1.24M - $1.6M
145K $7.95M
Jul 28, 2020 Q2 2020
Lutz Financial Services LLC

SELL
 -
-37.9K
Closed
$1.29M - $1.66M
0 $0
Dec 01, 2022 Q2 2020
Mufg Americas Holdings Corp

SELL
 -
-38.6K
- 14.62%
$1.31M - $1.69M
226K $12.4M
Aug 17, 2020 Q2 2020
Exencial Wealth Advisors, LLC

Oklahoma City, OK
SELL
 -
-40.9K
- 6.86%
$1.39M - $1.78M
554K $30.4M
Jul 31, 2020 Q2 2020
Graves Light Lenhart Wealth, Inc.

Harrisonburg, VA
SELL
 -
-45.7K
Closed
$1.55M - $2M
0 $0
Aug 06, 2020 Q2 2020
Cranbrook Wealth Management, LLC

SELL
 -
-46.3K
- 39.25%
$1.57M - $2.02M
71.6K $3.93M
Aug 12, 2020 Q2 2020
Nicholas Hoffman & Company, Llc.

Atlanta, GA
SELL
 -
-47.4K
- 49.87%
$1.61M - $2.07M
47.6K $2.61M
Jul 14, 2020 Q2 2020
Waller Financial Planning Group, Inc

SELL
 -
-48.6K
- 24.3%
$1.65M - $2.12M
151K $8.3M
Aug 06, 2020 Q2 2020
Avantax Advisory Services, Inc.

SELL
 -
-54.6K
- 74.07%
$1.85M - $2.38M
19.1K $1.05M
Aug 10, 2020 Q2 2020
Parkside Financial Bank & Trust

SELL
 -
-55.6K
- 41.91%
$1.89M - $2.43M
77.1K $4.23M
Aug 17, 2020 Q2 2020
Northern Oak Wealth Management Inc

Milwaukee, WI
SELL
 -
-56.1K
- 69.81%
$1.9M - $2.45M
24.2K $1.33M
Aug 14, 2020 Q2 2020
Veritable, L.P.

Newtown Square, PA
SELL
 -
-58.2K
- 28.33%
$1.98M - $2.54M
147K $8.08M
Aug 11, 2020 Q2 2020
Clearstead Advisors, LLC

Cleveland, OH
SELL
 -
-68.7K
- 71.72%
$2.33M - $3M
27.1K $1.48M
Aug 13, 2020 Q2 2020
Financial Engines Advisors L.L.C.

Santa Clara, CA
SELL
 -
-77.4K
- 74.51%
$2.63M - $3.38M
26.5K $1.45M
Mar 24, 2023 Q2 2020
American Portfolios Advisors

Holbrook, NY
SELL
 -
-87.8K
- 89.02%
$2.98M - $3.83M
10.8K $594K
Aug 12, 2020 Q2 2020
Greenleaf Trust

Kalamazoo, MI
SELL
 -
-90.8K
- 57.11%
$3.08M - $3.96M
68.2K $3.74M
Jul 30, 2020 Q2 2020
Huntington National Bank

Columbus, OH
SELL
 -
-91.4K
- 63.97%
$3.1M - $3.99M
51.5K $2.83M

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