Purchases and Sales Made in Q2 2021 in Msci Eafe Value ETF (EFV)
This table provides information about the institutional ownership of Msci Eafe Value ETF (EFV) during Q2 2021. 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 22, 2021
Q2 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
105K+ 19.84% |
$5.41M - $5.77M
|
636K
$40.5M
|
|
|
Aug 16, 2021
Q2 2021
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
101K+ 73.81% |
$5.21M - $5.55M
|
239K
$15.2M
|
|
|
Jul 28, 2021
Q2 2021
|
Sharkey, Howes & Javer
|
BUY
|
- |
101K+ 36.1% |
$5.2M - $5.55M
|
382K
$24.3M
|
|
|
Aug 12, 2021
Q2 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
96.5K+ 20.57% |
$4.96M - $5.28M
|
566K
$36M
|
|
|
Jul 21, 2021
Q2 2021
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
91.7KNew |
$4.71M - $5.02M
|
91.7K
$5.83M
|
|
|
Aug 12, 2021
Q2 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
91.3K+ 468.57% |
$4.69M - $5M
|
111K
$7.05M
|
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
90.1K+ 164.95% |
$4.63M - $4.93M
|
145K
$9.21M
|
|
|
Aug 09, 2021
Q2 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
86.6KNew |
$4.45M - $4.74M
|
86.6K
$5.51M
|
|
|
Jul 12, 2021
Q2 2021
|
Cooper Financial Group
|
BUY
|
- |
81.9K+ 24.05% |
$4.21M - $4.48M
|
422K
$26.9M
|
|
|
Jul 30, 2021
Q2 2021
|
Icon Wealth Partners, LLC
|
BUY
|
- |
81.1K+ 24.36% |
$4.16M - $4.44M
|
414K
$26.4M
|
|
|
Jul 24, 2024
Q2 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
79.3K+ 167.38% |
$4.07M - $4.34M
|
127K
$8.07M
|
|
|
Jul 20, 2021
Q2 2021
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
76.7K+ 43.59% |
$3.94M - $4.2M
|
253K
$16.1M
|
|
|
Aug 12, 2021
Q2 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
75.1K+ 1.9% |
$3.86M - $4.11M
|
4.03M
$256M
|
|
|
Aug 12, 2021
Q2 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
74.5K+ 0.24% |
$3.83M - $4.08M
|
30.7M
$1.95B
|
|
|
Aug 13, 2021
Q2 2021
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
73K+ 51.65% |
$3.75M - $4M
|
214K
$13.6M
|
|
|
Aug 13, 2021
Q2 2021
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
71.8K+ 46.98% |
$3.69M - $3.93M
|
225K
$14.3M
|
|
|
Aug 12, 2021
Q2 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
70.5K+ 65.76% |
$3.62M - $3.86M
|
178K
$11.3M
|
|
|
Aug 13, 2021
Q2 2021
|
Aspiriant, LLC
|
BUY
|
- |
69.9K+ 6.85% |
$3.59M - $3.83M
|
1.09M
$69.3M
|
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
68.1K+ 152.89% |
$3.5M - $3.73M
|
113K
$7.17M
|
|
|
Aug 16, 2021
Q2 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
67.2K+ 32.56% |
$3.45M - $3.68M
|
273K
$17.4M
|
|
|
Aug 16, 2021
Q2 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
64.6K+ 115.89% |
$3.32M - $3.54M
|
120K
$7.66M
|
|
|
Aug 16, 2021
Q2 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
63.4K+ 69.01% |
$3.25M - $3.47M
|
155K
$9.88M
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
61.5K+ 27.9% |
$3.16M - $3.37M
|
282K
$17.9M
|
|
|
Jul 28, 2021
Q2 2021
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
60.9K+ 59.87% |
$3.13M - $3.33M
|
163K
$10.3M
|
|
|
Aug 06, 2021
Q2 2021
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
60.8K+ 35.42% |
$3.12M - $3.33M
|
232K
$14.8M
|
|
|
Jul 30, 2021
Q2 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
60.4K+ 52.06% |
$3.1M - $3.31M
|
176K
$11.2M
|
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
59.7K+ 28.47% |
$3.07M - $3.27M
|
269K
$17.1M
|
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
57.6K+ 178.87% |
$2.96M - $3.15M
|
89.8K
$5.71M
|
|
|
Jul 26, 2021
Q2 2021
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
56.3K+ 21.84% |
$2.89M - $3.08M
|
314K
$20M
|
|
|
Aug 12, 2021
Q2 2021
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
55.7K+ 13.28% |
$2.86M - $3.05M
|
475K
$30.3M
|
|
|
Aug 10, 2021
Q2 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
53.5K+ 28.09% |
$2.75M - $2.93M
|
244K
$15.5M
|
|
|
Aug 02, 2021
Q2 2021
|
Northwest Capital Management Inc
|
BUY
|
- |
53KNew |
$2.72M - $2.9M
|
53K
$3.37M
|
|
|
Aug 16, 2021
Q2 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
51.4K+ 6.26% |
$2.64M - $2.81M
|
872K
$55.5M
|
|
|
Aug 17, 2021
Q2 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
50.8KNew |
$2.61M - $2.78M
|
50.8K
$3.23M
|
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
BUY
|
- |
47.4K+ 32.54% |
$2.43M - $2.59M
|
193K
$12.3M
|
|
|
Aug 12, 2021
Q2 2021
|
Flc Capital Advisors
|
BUY
|
- |
47.4K+ 46.45% |
$2.43M - $2.59M
|
149K
$9.5M
|
|
|
Jul 09, 2021
Q2 2021
|
Mcia Inc
|
BUY
|
- |
45.6K+ 44.97% |
$2.34M - $2.49M
|
147K
$9.35M
|
|
|
Jul 19, 2021
Q2 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
45.2K+ 94.78% |
$2.32M - $2.48M
|
93K
$5.92M
|
|
|
Jul 23, 2021
Q2 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
45.2K+ 32.15% |
$2.32M - $2.47M
|
186K
$11.8M
|
|
|
Aug 13, 2021
Q2 2021
|
Ares Management LLC
Los Angeles, CA |
BUY
|
- |
43.7KNew |
$2.24M - $2.39M
|
43.7K
$2.78M
|
|
|
Aug 13, 2021
Q2 2021
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
42.2K+ 13.0% |
$2.17M - $2.31M
|
367K
$23.4M
|
|
|
Apr 05, 2024
Q2 2021
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
39.8K+ 5.09% |
$2.04M - $2.18M
|
822K
$52.3M
|
|
|
Jul 14, 2021
Q2 2021
|
Brookstone Capital Management
|
BUY
|
- |
39.5K+ 21.49% |
$2.03M - $2.16M
|
223K
$14.2M
|
|
|
Jul 21, 2021
Q2 2021
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
38.5K+ 14.22% |
$1.98M - $2.11M
|
309K
$19.7M
|
|
|
Aug 16, 2021
Q2 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
38.3K+ 51.72% |
$1.96M - $2.09M
|
112K
$7.14M
|
|
|
Aug 11, 2021
Q2 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
38.2K+ 19.27% |
$1.96M - $2.09M
|
236K
$15M
|
|
|
Aug 10, 2021
Q2 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
37K+ 99.0% |
$1.9M - $2.03M
|
74.4K
$4.74M
|
|
|
Aug 16, 2021
Q2 2021
|
Css LLC
Chicago, IL |
BUY
|
- |
36.5K+ 132.73% |
$1.87M - $2M
|
64K
$4.07M
|
|
|
Aug 09, 2021
Q2 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
36.1K+ 80.51% |
$1.85M - $1.98M
|
80.9K
$5.15M
|
|
|
Aug 13, 2021
Q2 2021
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
36.1K+ 5.0% |
$1.85M - $1.97M
|
757K
$48.2M
|