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 23, 2021
Q2 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
35K+ 414.89% |
$1.8M - $1.92M
|
43.4K
$2.54M
|
|
|
Aug 05, 2021
Q2 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
34.9K+ 18.06% |
$1.79M - $1.91M
|
228K
$13.3M
|
|
|
Jul 14, 2021
Q2 2021
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
34.5K+ 46.03% |
$1.77M - $1.89M
|
110K
$6.41M
|
|
|
Jul 30, 2021
Q2 2021
|
Dupont Capital Management Corp
|
BUY
|
- |
34.4K+ 12.68% |
$1.76M - $1.88M
|
305K
$17.9M
|
|
|
Jul 29, 2021
Q2 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
33.5K+ 46.88% |
$1.72M - $1.84M
|
105K
$6.15M
|
|
|
Jul 29, 2021
Q2 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
33.1K+ 6.19% |
$1.7M - $1.81M
|
568K
$33.3M
|
|
|
Mar 24, 2023
Q2 2021
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
32.6K+ 12.64% |
$1.67M - $1.78M
|
291K
$17M
|
|
|
Jul 26, 2021
Q2 2021
|
Tri Star Advisors Inc.
|
BUY
|
- |
32.2K+ 14.4% |
$1.65M - $1.76M
|
256K
$15M
|
|
|
Jul 15, 2021
Q2 2021
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
32K+ 11.31% |
$1.64M - $1.75M
|
315K
$18.4M
|
|
|
Aug 11, 2021
Q2 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
31.3K+ 23.04% |
$1.61M - $1.72M
|
167K
$9.8M
|
|
|
Aug 06, 2021
Q2 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
31K+ 14.68% |
$1.59M - $1.7M
|
242K
$14.2M
|
|
|
Aug 11, 2023
Q2 2021
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
29.9KNew |
$1.53M - $1.63M
|
29.9K
$1.75M
|
|
|
Aug 16, 2021
Q2 2021
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
29.6K+ 14.52% |
$1.52M - $1.62M
|
234K
$13.7M
|
|
|
Aug 10, 2021
Q2 2021
|
Austin Private Wealth, LLC
|
BUY
|
- |
29.4K+ 19.49% |
$1.51M - $1.61M
|
180K
$10.5M
|
|
|
Aug 06, 2021
Q2 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
28.6KNew |
$1.47M - $1.56M
|
28.6K
$1.67M
|
|
|
Jan 18, 2022
Q2 2021
|
Apella Capital, LLC
|
BUY
|
- |
28.3K+ 23.81% |
$1.45M - $1.55M
|
147K
$8.61M
|
|
|
Aug 10, 2021
Q2 2021
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
27.7KNew |
$1.42M - $1.51M
|
27.7K
$1.62M
|
|
|
Jan 08, 2024
Q2 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
27.3K+ 36.05% |
$1.4M - $1.5M
|
103K
$6.04M
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
26.1K+ 54.33% |
$1.34M - $1.43M
|
74.2K
$4.34M
|
|
|
Aug 09, 2021
Q2 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
26K+ 16.13% |
$1.34M - $1.42M
|
187K
$11M
|
|
|
Jul 28, 2021
Q2 2021
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
25K+ 27.11% |
$1.28M - $1.37M
|
117K
$6.86M
|
|
|
Jul 19, 2021
Q2 2021
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
25K+ 32.08% |
$1.28M - $1.37M
|
103K
$6.02M
|
|
|
Jul 28, 2021
Q2 2021
|
Pfg Advisors
|
BUY
|
- |
24.1K+ 238.12% |
$1.24M - $1.32M
|
34.3K
$2.01M
|
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
24K+ 54.0% |
$1.23M - $1.31M
|
68.5K
$4.01M
|
|
|
Jul 16, 2021
Q2 2021
|
One Advisory Partners, LLC
|
BUY
|
- |
23.9K+ 10.98% |
$1.23M - $1.31M
|
241K
$14.1M
|
|
|
Aug 04, 2021
Q2 2021
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
23.6KNew |
$1.21M - $1.29M
|
23.6K
$1.38M
|
|
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
23.5K+ 301.21% |
$1.21M - $1.29M
|
31.3K
$1.83M
|
|
|
Aug 12, 2021
Q2 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
23.1K+ 34.76% |
$1.19M - $1.27M
|
89.7K
$5.25M
|
|
|
Aug 09, 2021
Q2 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
22.8K+ 4181.1% |
$1.17M - $1.25M
|
23.3K
$1.37M
|
|
|
Aug 10, 2021
Q2 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
22.4K+ 40.56% |
$1.15M - $1.23M
|
77.6K
$4.54M
|
|
|
Aug 16, 2021
Q2 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
22K+ 37.4% |
$1.13M - $1.2M
|
80.7K
$4.73M
|
|
|
Aug 13, 2021
Q2 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
21.5K+ 59.49% |
$1.1M - $1.18M
|
57.6K
$3.37M
|
|
|
Jul 29, 2021
Q2 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
21K+ 88.98% |
$1.08M - $1.15M
|
44.6K
$2.61M
|
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
19.8K+ 15.4% |
$1.01M - $1.08M
|
148K
$8.67M
|
|
|
Aug 10, 2021
Q2 2021
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
19.6KNew |
$1.01M - $1.07M
|
19.6K
$1.15M
|
|
|
Jul 16, 2021
Q2 2021
|
Lantz Financial LLC
|
BUY
|
- |
19.3K+ 349.85% |
$991K - $1.06M
|
24.8K
$1.45M
|
|
|
Jul 21, 2021
Q2 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
18.7K+ 142.78% |
$958K - $1.02M
|
31.7K
$1.86M
|
|
|
Aug 10, 2021
Q2 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
18.5K+ 12.04% |
$951K - $1.01M
|
172K
$10.1M
|
|
|
Jul 19, 2021
Q2 2021
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
18.3K+ 16.22% |
$941K - $1M
|
131K
$7.69M
|
|
|
Aug 04, 2021
Q2 2021
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
17.9KNew |
$917K - $977K
|
17.9K
$1.05M
|
|
|
Aug 09, 2021
Q2 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
17.7KNew |
$907K - $967K
|
17.7K
$1.03M
|
|
|
Aug 02, 2021
Q2 2021
|
Covenant Partners, LLC
|
BUY
|
- |
17.6K+ 5.66% |
$903K - $963K
|
328K
$19.2M
|
|
|
Jul 06, 2021
Q2 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
17.3K+ 16.77% |
$890K - $948K
|
121K
$7.06M
|
|
|
Aug 16, 2021
Q2 2021
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
17.2K+ 1.18% |
$882K - $940K
|
1.47M
$86M
|
|
|
Jul 07, 2021
Q2 2021
|
Symmetry Partners, LLC
|
BUY
|
- |
17K+ 3.44% |
$873K - $931K
|
512K
$30M
|
|
|
Aug 10, 2021
Q2 2021
|
True Private Wealth Advisors
|
BUY
|
- |
16.7K+ 75.33% |
$859K - $916K
|
38.9K
$2.28M
|
|
|
Aug 04, 2021
Q2 2021
|
Savant Capital, LLC
|
BUY
|
- |
16.7K+ 1.77% |
$858K - $915K
|
959K
$56.1M
|
|
|
Aug 06, 2021
Q2 2021
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
16.4K+ 20.52% |
$844K - $900K
|
96.5K
$5.65M
|
|
|
Aug 10, 2021
Q2 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
16.2K+ 52.47% |
$832K - $887K
|
47.1K
$2.76M
|
|
|
Jul 30, 2021
Q2 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
16.2K+ 19.47% |
$830K - $885K
|
99.2K
$5.81M
|