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 20, 2021
Q2 2021
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
15.8K+ 17.49% |
$809K - $863K
|
106K
$6.74M
|
|
|
Aug 10, 2021
Q2 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
15.3KNew |
$786K - $838K
|
15.3K
$974K
|
|
|
Aug 10, 2021
Q2 2021
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
14.9K+ 9.37% |
$766K - $816K
|
174K
$11.1M
|
|
|
Aug 16, 2021
Q2 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
13.8KNew |
$710K - $757K
|
13.8K
$880K
|
|
|
Mar 11, 2024
Q2 2021
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
13.5K+ 6.94% |
$693K - $739K
|
208K
$13.2M
|
|
|
Aug 09, 2021
Q2 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
13.5K+ 16.82% |
$692K - $738K
|
93.6K
$5.96M
|
|
|
Aug 06, 2021
Q2 2021
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
13.5K+ 8.85% |
$691K - $736K
|
165K
$10.5M
|
|
|
Aug 17, 2021
Q2 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
13.4K+ 30.92% |
$686K - $731K
|
56.6K
$3.6M
|
|
|
Jul 30, 2021
Q2 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
13.2K+ 50.23% |
$676K - $720K
|
39.4K
$2.5M
|
|
|
Aug 02, 2021
Q2 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
12.7K+ 4.19% |
$651K - $694K
|
315K
$20.1M
|
|
|
Aug 16, 2021
Q2 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
12.6K+ 6.79% |
$647K - $689K
|
198K
$12.6M
|
|
|
Aug 09, 2021
Q2 2021
|
Staley Capital Advisers Inc
|
BUY
|
- |
12K+ 7.85% |
$615K - $656K
|
165K
$10.5M
|
|
|
Aug 12, 2021
Q2 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
11.8K+ 79.13% |
$608K - $648K
|
26.8K
$1.7M
|
|
|
Jul 20, 2021
Q2 2021
|
1900 Wealth Management LLC
|
BUY
|
- |
11.8KNew |
$605K - $645K
|
11.8K
$750K
|
|
|
Jul 30, 2021
Q2 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
11.5K+ 25.79% |
$589K - $627K
|
55.9K
$3.56M
|
|
|
Jul 29, 2021
Q2 2021
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
11.4KNew |
$583K - $622K
|
11.4K
$723K
|
|
|
Jul 13, 2021
Q2 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
11.3K+ 26.23% |
$582K - $621K
|
54.6K
$3.47M
|
|
|
Aug 10, 2021
Q2 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11.3K+ 27.55% |
$581K - $619K
|
52.3K
$3.33M
|
|
|
Jul 09, 2021
Q2 2021
|
Dubuque Bank & Trust CO
|
BUY
|
- |
11.3K+ 3.22% |
$580K - $619K
|
362K
$23M
|
|
|
Jul 16, 2021
Q2 2021
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
11.2K+ 10.39% |
$577K - $616K
|
120K
$7.61M
|
|
|
Aug 11, 2021
Q2 2021
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
11.2K+ 7.46% |
$575K - $613K
|
161K
$10.3M
|
|
|
Aug 13, 2021
Q2 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
11.1KNew |
$569K - $607K
|
11.1K
$705K
|
|
|
Aug 12, 2021
Q2 2021
|
Hya Advisors, Inc
|
BUY
|
- |
11KNew |
$566K - $603K
|
11K
$701K
|
|
|
Jul 02, 2021
Q2 2021
|
Apella Capital, LLC
|
BUY
|
- |
11K+ 10.16% |
$562K - $600K
|
119K
$7.56M
|
|
|
Jul 20, 2021
Q2 2021
|
Concorde Asset Management, LLC
|
BUY
|
- |
10.9K+ 21.68% |
$558K - $594K
|
60.9K
$3.88M
|
|
|
Aug 13, 2021
Q2 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
10.7K+ 28.14% |
$551K - $587K
|
48.8K
$3.11M
|
|
|
Jul 26, 2021
Q2 2021
|
Private Capital Group, LLC
|
BUY
|
- |
10.4K+ 52.25% |
$533K - $568K
|
30.2K
$1.92M
|
|
|
Aug 12, 2021
Q2 2021
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
10.3K+ 7.4% |
$527K - $562K
|
149K
$9.49M
|
|
|
Aug 05, 2021
Q2 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
10.2K+ 136.59% |
$522K - $557K
|
17.6K
$1.12M
|
|
|
Aug 11, 2021
Q2 2021
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
9.87K+ 170.9% |
$507K - $540K
|
15.6K
$996K
|
|
|
Aug 16, 2021
Q2 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
9.51K+ 23.05% |
$488K - $521K
|
50.8K
$3.23M
|
|
|
Jul 21, 2021
Q2 2021
|
Csenge Advisory Group
|
BUY
|
- |
9.34K+ 50.74% |
$480K - $511K
|
27.7K
$1.77M
|
|
|
Aug 06, 2021
Q2 2021
|
Stone X Group Inc.
|
BUY
|
- |
9.13K+ 57.52% |
$469K - $500K
|
25K
$1.59M
|
|
|
Aug 09, 2021
Q2 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
8.94K+ 28.49% |
$459K - $490K
|
40.3K
$2.57M
|
|
|
Aug 09, 2021
Q2 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
8.84K+ 28.29% |
$454K - $484K
|
40.1K
$2.55M
|
|
|
Jul 27, 2021
Q2 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
8.81KNew |
$452K - $482K
|
8.81K
$561K
|
|
|
Aug 04, 2021
Q2 2021
|
Strategy Asset Managers LLC
|
BUY
|
- |
8.75KNew |
$449K - $479K
|
8.75K
$557K
|
|
|
Aug 24, 2021
Q2 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.66K+ 6.34% |
$445K - $474K
|
145K
$9.24M
|
|
|
Aug 03, 2021
Q2 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
8.44K+ 5.25% |
$433K - $462K
|
169K
$10.8M
|
|
|
Aug 06, 2021
Q2 2021
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
8.4K+ 0.54% |
$431K - $460K
|
1.58M
$100M
|
|
|
May 15, 2024
Q2 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
8.33K+ 110.78% |
$428K - $456K
|
15.8K
$1.01M
|
|
|
Jul 21, 2021
Q2 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
8.06K+ 12.69% |
$414K - $441K
|
71.5K
$4.55M
|
|
|
Jul 26, 2021
Q2 2021
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
7.99KNew |
$410K - $437K
|
7.99K
$509K
|
|
|
Aug 12, 2021
Q2 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
7.84KNew |
$403K - $429K
|
7.84K
$499K
|
|
|
Aug 16, 2021
Q2 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
7.58K+ 109.96% |
$389K - $415K
|
14.5K
$921K
|
|
|
Jul 14, 2021
Q2 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
7.55K+ 148.61% |
$388K - $414K
|
12.6K
$804K
|
|
|
Mar 14, 2023
Q2 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
7.39K+ 20.22% |
$380K - $405K
|
44K
$2.8M
|
|
|
Aug 11, 2021
Q2 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
7.39K+ 20.22% |
$380K - $405K
|
44K
$2.8M
|
|
|
Aug 13, 2021
Q2 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
7.1K+ 0.21% |
$365K - $389K
|
3.43M
$218M
|
|
|
Aug 03, 2021
Q2 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.88K+ 24.26% |
$353K - $376K
|
35.2K
$2.24M
|