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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2021
Q2 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.08K+ 1.66% |
$55.7K - $59.3K
|
66.4K
$4.23M
|
|
|
Jul 29, 2021
Q2 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.06K+ 11.42% |
$54.6K - $58.2K
|
10.4K
$661K
|
|
|
Jul 20, 2021
Q2 2021
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
1.06KNew |
$54.5K - $58.1K
|
1.06K
$67.6K
|
|
|
Jul 20, 2021
Q2 2021
|
Iam Advisory, LLC
|
BUY
|
- |
1.06KNew |
$54.5K - $58.1K
|
1.06K
$67.6K
|
|
|
Jul 16, 2021
Q2 2021
|
Western Financial Corporation
|
BUY
|
- |
1.04K+ 18.57% |
$53.4K - $56.9K
|
6.63K
$422K
|
|
|
Aug 06, 2021
Q2 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.03K+ 20.24% |
$53K - $56.5K
|
6.14K
$391K
|
|
|
Aug 17, 2021
Q2 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
984+ 15.46% |
$50.5K - $53.9K
|
7.35K
$468K
|
|
|
Aug 05, 2021
Q2 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
967+ 1.79% |
$49.7K - $52.9K
|
54.9K
$3.5M
|
|
|
Aug 12, 2021
Q2 2021
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
927+ 5.41% |
$47.6K - $50.7K
|
18.1K
$1.15M
|
|
|
Aug 13, 2021
Q2 2021
|
Middleton & CO Inc
|
BUY
|
- |
875+ 16.75% |
$44.9K - $47.9K
|
6.1K
$388K
|
|
|
Aug 16, 2021
Q2 2021
|
Assetmark, Inc
|
BUY
|
- |
862+ 29.85% |
$44.3K - $47.2K
|
3.75K
$239K
|
|
|
Jul 19, 2021
Q2 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
836+ 13.31% |
$42.9K - $45.8K
|
7.12K
$453K
|
|
|
Jul 19, 2021
Q2 2021
|
Mc Lean Asset Management Corp
|
BUY
|
- |
814+ 0.36% |
$41.8K - $44.6K
|
229K
$14.6M
|
|
|
Aug 10, 2021
Q2 2021
|
Girard Partners Ltd.
|
BUY
|
- |
779+ 0.76% |
$40K - $42.6K
|
103K
$6.55M
|
|
|
Aug 09, 2021
Q2 2021
|
Brr Op Co, LLC
|
BUY
|
- |
765+ 1.83% |
$39.3K - $41.9K
|
42.7K
$2.72M
|
|
|
Aug 03, 2021
Q2 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
732+ 10.17% |
$37.6K - $40.1K
|
7.93K
$505K
|
|
|
Jul 29, 2021
Q2 2021
|
Oak Family Advisors, LLC
|
BUY
|
- |
716+ 11.0% |
$36.8K - $39.2K
|
7.23K
$460K
|
|
|
Aug 04, 2021
Q2 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
680New |
$34.9K - $37.2K
|
680
$43.3K
|
|
|
Jul 22, 2021
Q2 2021
|
Horizon Financial Services, LLC
|
BUY
|
- |
647New |
$33.2K - $35.4K
|
647
$41.2K
|
|
|
Aug 06, 2021
Q2 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
647+ 0.6% |
$33.2K - $35.4K
|
109K
$6.94M
|
|
|
Jul 20, 2021
Q2 2021
|
Diversified Trust CO
|
BUY
|
- |
644+ 0.26% |
$33.1K - $35.3K
|
251K
$16M
|
|
|
Aug 12, 2021
Q2 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
629+ 3.36% |
$32.3K - $34.4K
|
19.3K
$1.23M
|
|
|
Jul 13, 2021
Q2 2021
|
Prosperity Planning, Inc.
|
BUY
|
- |
616+ 4.69% |
$31.6K - $33.7K
|
13.7K
$875K
|
|
|
Jul 23, 2021
Q2 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
562+ 15.49% |
$28.9K - $30.8K
|
4.19K
$267K
|
|
|
Jul 29, 2021
Q2 2021
|
Tfc Financial Management
|
BUY
|
- |
560New |
$28.8K - $30.7K
|
560
$35.6K
|
|
|
Aug 12, 2021
Q2 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
548+ 0.84% |
$28.1K - $30K
|
66K
$4.2M
|
|
|
Jul 23, 2021
Q2 2021
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
525New |
$27K - $28.7K
|
525
$33.4K
|
|
|
Aug 13, 2021
Q2 2021
|
Robinson Capital Management, LLC
|
BUY
|
- |
525New |
$27K - $28.7K
|
525
$33.4K
|
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
495+ 80.36% |
$25.4K - $27.1K
|
1.11K
$70.7K
|
|
|
Aug 16, 2021
Q2 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
491+ 4.82% |
$25.2K - $26.9K
|
10.7K
$679K
|
|
|
Aug 17, 2021
Q2 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
475New |
$24.4K - $26K
|
475
$30.2K
|
|
|
Jul 23, 2021
Q2 2021
|
Phoenix Wealth Advisors
|
BUY
|
- |
457New |
$23.5K - $25K
|
457
$29.1K
|
|
|
Aug 02, 2021
Q2 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
449+ 75.84% |
$23.1K - $24.6K
|
1.04K
$66.2K
|
|
|
Aug 03, 2021
Q2 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
435New |
$22.3K - $23.8K
|
435
$27.7K
|
|
|
Jul 28, 2021
Q2 2021
|
Altfest L J & CO Inc
|
BUY
|
- |
383+ 3.07% |
$19.7K - $21K
|
12.8K
$817K
|
|
|
Aug 16, 2021
Q2 2021
|
Townsquare Capital LLC
|
BUY
|
- |
374+ 1.26% |
$19.2K - $20.5K
|
30.2K
$1.92M
|
|
|
Aug 19, 2021
Q2 2021
|
True Link Financial Advisors, LLC
|
BUY
|
- |
342+ 11.01% |
$17.6K - $18.7K
|
3.45K
$219K
|
|
|
Jul 15, 2021
Q2 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
326+ 4.59% |
$16.7K - $17.8K
|
7.43K
$473K
|
|
|
Feb 22, 2022
Q2 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
291+ 18.45% |
$14.9K - $15.9K
|
1.87K
$119K
|
|
|
Aug 16, 2021
Q2 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
287+ 0.06% |
$14.7K - $15.7K
|
489K
$31.1M
|
|
|
Aug 02, 2021
Q2 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
275+ 21.53% |
$14.1K - $15.1K
|
1.55K
$98.8K
|
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
256+ 11.91% |
$13.1K - $14K
|
2.41K
$153K
|
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
253+ 0.45% |
$13K - $13.8K
|
56.6K
$3.6M
|
|
|
Aug 10, 2021
Q2 2021
|
Falcon Wealth Planning
|
BUY
|
- |
247+ 6.03% |
$12.7K - $13.5K
|
4.34K
$276K
|
|
|
Aug 13, 2021
Q2 2021
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
242+ 0.58% |
$12.4K - $13.2K
|
42.3K
$2.69M
|
|
|
Jul 23, 2021
Q2 2021
|
Independence Bank Of Kentucky
|
BUY
|
- |
232+ 644.44% |
$11.9K - $12.7K
|
268
$17.1K
|
|
|
Aug 17, 2021
Q2 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
225+ 0.92% |
$11.6K - $12.3K
|
24.6K
$1.57M
|
|
|
Aug 16, 2021
Q2 2021
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
192+ 1.66% |
$9.86K - $10.5K
|
11.8K
$750K
|
|
|
Jul 26, 2021
Q2 2021
|
Clean Yield Group
|
BUY
|
- |
191New |
$9.81K - $10.5K
|
191
$12.2K
|
|
|
Aug 06, 2021
Q2 2021
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
190+ 3.24% |
$9.76K - $10.4K
|
6.05K
$385K
|