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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2020
Q3 2020
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
7.11KNew |
$283K - $304K
|
7.11K
$407K
|
|
|
Nov 16, 2020
Q3 2020
|
Brown Advisory Inc
|
BUY
|
- |
7.09K+ 70.83% |
$282K - $303K
|
17.1K
$980K
|
|
|
Nov 03, 2020
Q3 2020
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
6.85K+ 47.92% |
$273K - $293K
|
21.1K
$1.21M
|
|
|
Nov 03, 2020
Q3 2020
|
Symmetry Partners, LLC
|
BUY
|
- |
6.42K+ 1.5% |
$256K - $275K
|
435K
$24.9M
|
|
|
Nov 02, 2020
Q3 2020
|
Relaxing Retirement Coach
|
BUY
|
- |
6.31K+ 7.59% |
$251K - $270K
|
89.4K
$5.12M
|
|
|
Nov 04, 2020
Q3 2020
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
6.12KNew |
$244K - $262K
|
6.12K
$351K
|
|
|
Nov 13, 2020
Q3 2020
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.88K+ 6.52% |
$234K - $251K
|
96.1K
$5.51M
|
|
|
Oct 23, 2020
Q3 2020
|
180 Wealth Advisors, LLC
|
BUY
|
- |
5.83K+ 9.33% |
$232K - $249K
|
68.3K
$3.91M
|
|
|
Aug 05, 2021
Q3 2020
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
5.51KNew |
$219K - $236K
|
5.51K
$316K
|
|
|
Nov 10, 2020
Q3 2020
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
5.34KNew |
$213K - $228K
|
5.34K
$306K
|
|
|
Nov 12, 2020
Q3 2020
|
Wrapmanager Inc
|
BUY
|
- |
5.15KNew |
$205K - $220K
|
5.15K
$295K
|
|
|
Oct 15, 2020
Q3 2020
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
5KNew |
$199K - $214K
|
5K
$286K
|
|
|
Nov 13, 2020
Q3 2020
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.43K+ 3.2% |
$177K - $190K
|
143K
$8.19M
|
|
|
Nov 06, 2020
Q3 2020
|
Advisory Alpha, LLC
|
BUY
|
- |
4.32K+ 7.48% |
$172K - $185K
|
62.1K
$3.56M
|
|
|
Nov 12, 2020
Q3 2020
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.29KNew |
$171K - $183K
|
4.29K
$246K
|
|
|
Nov 13, 2020
Q3 2020
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
4.12K+ 11.89% |
$164K - $176K
|
38.8K
$2.22M
|
|
|
Oct 26, 2020
Q3 2020
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
3.83KNew |
$152K - $164K
|
3.83K
$219K
|
|
|
Nov 13, 2020
Q3 2020
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
3.82K+ 2.6% |
$152K - $164K
|
151K
$8.66M
|
|
|
Oct 13, 2020
Q3 2020
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3.18K+ 10.69% |
$127K - $136K
|
32.9K
$1.89M
|
|
|
Nov 06, 2020
Q3 2020
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3.1K+ 7.7% |
$123K - $132K
|
43.3K
$2.48M
|
|
|
Nov 12, 2020
Q3 2020
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
2.84K+ 55.54% |
$113K - $121K
|
7.95K
$456K
|
|
|
Oct 29, 2020
Q3 2020
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.82K+ 2.65% |
$112K - $121K
|
110K
$6.28M
|
|
|
Nov 12, 2020
Q3 2020
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.75K+ 4.85% |
$110K - $118K
|
59.5K
$3.41M
|
|
|
Nov 13, 2020
Q3 2020
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.74K+ 46.4% |
$109K - $117K
|
8.65K
$496K
|
|
|
Nov 12, 2020
Q3 2020
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
2.7K+ 9.18% |
$108K - $116K
|
32.1K
$1.84M
|
|
|
Nov 03, 2020
Q3 2020
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
2.37K+ 17.89% |
$94.5K - $101K
|
15.6K
$896K
|
|
|
Nov 10, 2020
Q3 2020
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.28K+ 18.38% |
$90.9K - $97.6K
|
14.7K
$842K
|
|
|
Nov 12, 2020
Q3 2020
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.15KNew |
$85.6K - $92K
|
2.15K
$123K
|
|
|
Nov 10, 2020
Q3 2020
|
Goldstein Munger & Associates
San Ramon, CA |
BUY
|
- |
2.06K+ 15.77% |
$81.9K - $87.9K
|
15.1K
$865K
|
|
|
Nov 12, 2020
Q3 2020
|
Gfs Advisors, LLC
|
BUY
|
- |
1.96K+ 11.76% |
$78.2K - $84K
|
18.7K
$1.07M
|
|
|
Nov 06, 2020
Q3 2020
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.81K+ 20.08% |
$71.9K - $77.2K
|
10.8K
$619K
|
|
|
Nov 16, 2023
Q3 2020
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
1.8K+ 2.62% |
$71.7K - $77K
|
70.5K
$4.04M
|
|
|
Nov 06, 2020
Q3 2020
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.79KNew |
$71.3K - $76.5K
|
1.79K
$103K
|
|
|
Nov 13, 2020
Q3 2020
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1.75K+ 1944.44% |
$69.7K - $74.8K
|
1.84K
$105K
|
|
|
Sep 07, 2021
Q3 2020
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.72K+ 2.58% |
$68.5K - $73.5K
|
68.2K
$3.91M
|
|
|
Nov 12, 2020
Q3 2020
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.71KNew |
$67.9K - $73K
|
1.71K
$97.8K
|
|
|
Nov 02, 2020
Q3 2020
|
Neumann Capital Management, LLC
|
BUY
|
- |
1.7K+ 4.83% |
$67.7K - $72.7K
|
36.9K
$2.11M
|
|
|
Nov 13, 2020
Q3 2020
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.69K+ 9.0% |
$67.5K - $72.5K
|
20.5K
$1.18M
|
|
|
Nov 16, 2020
Q3 2020
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.68K+ 1.99% |
$66.8K - $71.8K
|
86K
$4.93M
|
|
|
Nov 13, 2020
Q3 2020
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.66KNew |
$66K - $70.9K
|
1.66K
$95K
|
|
|
Oct 26, 2020
Q3 2020
|
High Mark Wealth Management LLC
|
BUY
|
- |
1.58K+ 0.54% |
$62.9K - $67.5K
|
294K
$16.9M
|
|
|
Nov 12, 2020
Q3 2020
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.57K+ 28.92% |
$62.5K - $67.1K
|
6.99K
$401K
|
|
|
Nov 12, 2020
Q3 2020
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.47K+ 5.54% |
$58.5K - $62.8K
|
28K
$1.6M
|
|
|
Nov 12, 2020
Q3 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.39K+ 1179.66% |
$55.4K - $59.5K
|
1.51K
$86.5K
|
|
|
Oct 28, 2020
Q3 2020
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.35K+ 195.51% |
$53.7K - $57.7K
|
2.04K
$117K
|
|
|
Oct 23, 2020
Q3 2020
|
Sol Capital Management CO
|
BUY
|
- |
1.3K+ 2.05% |
$51.8K - $55.6K
|
64.8K
$3.72M
|
|
|
Nov 13, 2020
Q3 2020
|
Gilbert & Cook, Inc.
|
BUY
|
- |
1.18K+ 1.54% |
$46.8K - $50.3K
|
77.5K
$4.44M
|
|
|
Nov 16, 2020
Q3 2020
|
Advisory Services Network, LLC
|
BUY
|
- |
1.17K+ 10.37% |
$46.6K - $50.1K
|
12.5K
$714K
|
|
|
Nov 13, 2020
Q3 2020
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
757+ 8.54% |
$30.2K - $32.4K
|
9.63K
$552K
|
|
|
Nov 16, 2020
Q3 2020
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
733+ 0.66% |
$29.2K - $31.4K
|
112K
$6.44M
|