Purchases and Sales Made in Q3 2020 in Msci Eafe Value ETF (EFV)
This table provides information about the institutional ownership of Msci Eafe Value ETF (EFV) during Q3 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 |
---|---|---|---|---|---|---|---|
Sep 15, 2021
Q3 2020
|
Cwm, LLC
|
BUY
|
- |
5.67M+ 55999.43% |
$226M - $243M
|
5.68M
$312M
|
|
Nov 17, 2020
Q3 2020
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.83M+ 249.54% |
$72.8M - $78.1M
|
2.56M
$141M
|
|
Nov 12, 2020
Q3 2020
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
785K+ 562.91% |
$31.3M - $33.6M
|
924K
$50.8M
|
|
Nov 12, 2020
Q3 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
202K+ 19.39% |
$8.06M - $8.66M
|
1.25M
$68.4M
|
|
Apr 05, 2024
Q3 2020
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
198K+ 94.23% |
$7.88M - $8.46M
|
408K
$22.4M
|
|
Nov 06, 2020
Q3 2020
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
165K+ 2554.94% |
$6.58M - $7.07M
|
172K
$9.43M
|
|
Nov 16, 2020
Q3 2020
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
155K+ 11.69% |
$6.17M - $6.62M
|
1.48M
$81.3M
|
|
Nov 12, 2020
Q3 2020
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
151K+ 4.72% |
$6.01M - $6.45M
|
3.35M
$184M
|
|
Nov 16, 2020
Q3 2020
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
130KNew |
$5.18M - $5.56M
|
130K
$7.14M
|
|
Nov 13, 2020
Q3 2020
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
109K+ 25.21% |
$4.35M - $4.67M
|
543K
$29.8M
|
|
Nov 10, 2020
Q3 2020
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
109K+ 4.52% |
$4.34M - $4.66M
|
2.52M
$138M
|
|
Nov 06, 2020
Q3 2020
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
94.1K+ 33.45% |
$3.75M - $4.02M
|
375K
$20.6M
|
|
Nov 13, 2020
Q3 2020
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
92.4K+ 6.28% |
$3.68M - $3.95M
|
1.56M
$85.9M
|
|
Nov 12, 2020
Q3 2020
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
82.9K+ 1.96% |
$3.3M - $3.54M
|
4.31M
$237M
|
|
Oct 28, 2020
Q3 2020
|
Dubuque Bank & Trust CO
|
BUY
|
- |
73.7K+ 38.31% |
$2.94M - $3.15M
|
266K
$14.6M
|
|
Nov 16, 2020
Q3 2020
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
72.5K+ 25.72% |
$2.89M - $3.1M
|
354K
$19.5M
|
|
Apr 18, 2022
Q3 2020
|
Stegner Investment Associates Inc.
|
BUY
|
- |
70.8KNew |
$2.82M - $3.03M
|
70.8K
$3.89M
|
|
Nov 10, 2020
Q3 2020
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
69.6K+ 108.59% |
$2.77M - $2.98M
|
134K
$7.34M
|
|
Nov 25, 2020
Q3 2020
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
68.1K+ 211.01% |
$2.71M - $2.91M
|
100K
$5.52M
|
|
Nov 04, 2020
Q3 2020
|
Savant Capital, LLC
|
BUY
|
- |
64.6K+ 7.84% |
$2.57M - $2.76M
|
889K
$48.8M
|
|
Nov 06, 2020
Q3 2020
|
Advisor Net Financial, Inc
|
BUY
|
- |
60.8K+ 142.83% |
$2.42M - $2.6M
|
103K
$5.68M
|
|
Nov 12, 2020
Q3 2020
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
41.2K+ 12.18% |
$1.64M - $1.76M
|
379K
$20.8M
|
|
Nov 04, 2020
Q3 2020
|
Sawtooth Solutions, LLC
|
BUY
|
- |
40.4K+ 3.1% |
$1.61M - $1.73M
|
1.34M
$73.8M
|
|
Nov 13, 2020
Q3 2020
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
38K+ 5.07% |
$1.51M - $1.62M
|
788K
$43.3M
|
|
Nov 18, 2020
Q3 2020
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
32.9KNew |
$1.31M - $1.41M
|
32.9K
$1.8M
|
|
Oct 30, 2020
Q3 2020
|
Prairie View Partners, LLC
|
BUY
|
- |
32.7K+ 6.31% |
$1.3M - $1.4M
|
550K
$30.2M
|
|
Nov 12, 2020
Q3 2020
|
Kestra Advisory Services, LLC
|
BUY
|
- |
29KNew |
$1.15M - $1.24M
|
29K
$1.59M
|
|
Nov 05, 2020
Q3 2020
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
26.7K+ 11.61% |
$1.06M - $1.14M
|
256K
$14.1M
|
|
Nov 02, 2020
Q3 2020
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
26.2K+ 22.34% |
$1.04M - $1.12M
|
143K
$7.87M
|
|
Nov 12, 2020
Q3 2020
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
25.9K+ 11.31% |
$1.03M - $1.11M
|
255K
$14M
|
|
Oct 29, 2020
Q3 2020
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
22.7K+ 48.04% |
$905K - $972K
|
70.1K
$3.85M
|
|
Nov 13, 2020
Q3 2020
|
Girard Partners Ltd.
|
BUY
|
- |
22.2K+ 27.7% |
$884K - $949K
|
102K
$5.62M
|
|
Nov 16, 2020
Q3 2020
|
Old Mission Capital LLC
|
BUY
|
- |
21.9K+ 49.22% |
$872K - $937K
|
66.4K
$3.65M
|
|
Nov 16, 2020
Q3 2020
|
Financial Advisory Service, Inc.
|
BUY
|
- |
20K+ 5.41% |
$796K - $855K
|
390K
$21.4M
|
|
Nov 06, 2020
Q3 2020
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
18.5KNew |
$736K - $790K
|
18.5K
$1.01M
|
|
Oct 22, 2020
Q3 2020
|
Apella Capital, LLC
|
BUY
|
- |
17.6K+ 25.78% |
$701K - $753K
|
85.9K
$4.72M
|
|
Nov 06, 2020
Q3 2020
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
15.1KNew |
$601K - $645K
|
15.1K
$829K
|
|
Nov 06, 2020
Q3 2020
|
Ae Wealth Management LLC
|
BUY
|
- |
12.6K+ 1.01% |
$502K - $539K
|
1.26M
$69.1M
|
|
Oct 13, 2020
Q3 2020
|
Rda Financial Network
|
BUY
|
- |
12.4K+ 23.01% |
$493K - $530K
|
66.2K
$3.64M
|
|
Oct 29, 2020
Q3 2020
|
Altfest L J & CO Inc
|
BUY
|
- |
11.3KNew |
$449K - $482K
|
11.3K
$618K
|
|
Dec 03, 2020
Q3 2020
|
Rnc Capital Management LLC
|
BUY
|
- |
10K+ 39.29% |
$398K - $428K
|
35.5K
$1.95M
|
|
Nov 03, 2020
Q3 2020
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
9.88KNew |
$394K - $423K
|
9.88K
$543K
|
|
Nov 13, 2020
Q3 2020
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
9.62K+ 6.56% |
$383K - $412K
|
156K
$8.58M
|
|
Oct 13, 2020
Q3 2020
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
9.6K+ 4.38% |
$382K - $410K
|
229K
$12.6M
|
|
Oct 23, 2020
Q3 2020
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
8.97K+ 9.94% |
$357K - $384K
|
99.3K
$5.45M
|
|
Oct 14, 2020
Q3 2020
|
Westside Investment Management, Inc.
|
BUY
|
- |
8.14K+ 76.58% |
$324K - $348K
|
18.8K
$1.03M
|
|
Oct 14, 2020
Q3 2020
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.76K+ 40.58% |
$309K - $332K
|
26.9K
$1.48M
|
|
Nov 13, 2020
Q3 2020
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.75K+ 5.18% |
$309K - $331K
|
157K
$8.64M
|
|
Nov 05, 2020
Q3 2020
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.65K+ 7.35% |
$305K - $327K
|
112K
$6.14M
|
|
Nov 19, 2020
Q3 2020
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.37KNew |
$293K - $315K
|
7.37K
$405K
|