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 12, 2020
Q3 2020
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
616+ 17.44% |
$24.5K - $26.3K
|
4.15K
$228K
|
|
|
Sep 08, 2021
Q3 2020
|
Retirement Group, LLC
|
BUY
|
- |
562+ 562.0% |
$22.4K - $24K
|
662
$36.4K
|
|
|
Oct 28, 2020
Q3 2020
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
560+ 6.06% |
$22.3K - $24K
|
9.8K
$538K
|
|
|
Oct 21, 2020
Q3 2020
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
488+ 4.31% |
$19.4K - $20.9K
|
11.8K
$649K
|
|
|
Nov 13, 2020
Q3 2020
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
443+ 0.08% |
$17.6K - $18.9K
|
555K
$30.5M
|
|
|
Oct 15, 2020
Q3 2020
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
427+ 1.97% |
$17K - $18.3K
|
22.1K
$1.21M
|
|
|
Nov 04, 2020
Q3 2020
|
Family Firm, Inc.
|
BUY
|
- |
420+ 4.85% |
$16.7K - $18K
|
9.09K
$499K
|
|
|
Oct 20, 2020
Q3 2020
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
373+ 4.04% |
$14.9K - $16K
|
9.6K
$527K
|
|
|
Nov 05, 2020
Q3 2020
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
343+ 0.94% |
$13.7K - $14.7K
|
36.8K
$2.02M
|
|
|
Nov 09, 2020
Q3 2020
|
Lincoln National Corp
|
BUY
|
- |
340+ 2.52% |
$13.5K - $14.5K
|
13.8K
$759K
|
|
|
Nov 03, 2020
Q3 2020
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
320+ 4.27% |
$12.7K - $13.7K
|
7.81K
$429K
|
|
|
Oct 06, 2020
Q3 2020
|
Optimum Investment Advisors
|
BUY
|
- |
301New |
$12K - $12.9K
|
301
$16.5K
|
|
|
Oct 29, 2020
Q3 2020
|
Keybank National Association
|
BUY
|
- |
274+ 1.63% |
$10.9K - $11.7K
|
17.1K
$937K
|
|
|
Nov 10, 2020
Q3 2020
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
224+ 2.47% |
$8.92K - $9.58K
|
9.3K
$511K
|
|
|
Nov 09, 2020
Q3 2020
|
Wealth Architects, LLC
|
BUY
|
- |
222+ 2.33% |
$8.84K - $9.49K
|
9.73K
$535K
|
|
|
Nov 05, 2021
Q3 2020
|
Truist Financial Corp
|
BUY
|
- |
211+ 0.01% |
$8.4K - $9.02K
|
2.07M
$113M
|
|
|
Oct 06, 2020
Q3 2020
|
Gradient Investments LLC
|
BUY
|
- |
172+ 165.38% |
$6.85K - $7.36K
|
276
$15.2K
|
|
|
Oct 23, 2020
Q3 2020
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
167+ 2.5% |
$6.65K - $7.14K
|
6.86K
$377K
|
|
|
Nov 02, 2020
Q3 2020
|
Meeder Asset Management Inc
|
BUY
|
- |
129New |
$5.14K - $5.52K
|
129
$7.09K
|
|
|
Nov 13, 2020
Q3 2020
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
118New |
$4.7K - $5.05K
|
118
$6.48K
|
|
|
Oct 06, 2020
Q3 2020
|
American National Bank
|
BUY
|
- |
116New |
$4.62K - $4.96K
|
116
$6.37K
|
|
|
Oct 27, 2020
Q3 2020
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
112New |
$4.46K - $4.79K
|
112
$6.15K
|
|
|
Nov 13, 2020
Q3 2020
|
F3 Logic, LLC
|
BUY
|
- |
89New |
$3.54K - $3.81K
|
89
$4.89K
|
|
|
Nov 13, 2020
Q3 2020
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
69+ 0.62% |
$2.75K - $2.95K
|
11.2K
$613K
|
|
|
Nov 06, 2020
Q3 2020
|
Blair William & CO
Chicago, IL |
BUY
|
- |
64+ 0.41% |
$2.55K - $2.74K
|
15.6K
$856K
|
|
|
Oct 30, 2020
Q3 2020
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
61+ 19.18% |
$2.43K - $2.61K
|
379
$20.8K
|
|
|
Nov 04, 2020
Q3 2020
|
Horan Securities, Inc.
|
BUY
|
- |
53New |
$2.11K - $2.27K
|
53
$2.91K
|
|
|
Oct 21, 2020
Q3 2020
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
44New |
$1.75K - $1.88K
|
44
$2.42K
|
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
33+ 0.32% |
$1.31K - $1.41K
|
10.5K
$574K
|
|
|
Oct 09, 2020
Q3 2020
|
Global Retirement Partners, LLC
|
BUY
|
- |
31+ 0.69% |
$1.23K - $1.33K
|
4.49K
$247K
|
|
|
Jan 09, 2024
Q3 2020
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
28New |
$1.12K - $1.2K
|
28
$1.54K
|
|
|
Oct 16, 2020
Q3 2020
|
Mission Wealth Management, LP
|
BUY
|
- |
18+ 0.24% |
$717 - $770
|
7.47K
$410K
|
|
|
Oct 20, 2020
Q3 2020
|
Asset Dedication, LLC
|
BUY
|
- |
18+ 0.14% |
$717 - $770
|
13.1K
$719K
|
|
|
Nov 16, 2020
Q3 2020
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
12+ 1.26% |
$478 - $513
|
961
$52.8K
|
|
|
Oct 29, 2020
Q3 2020
|
Ifp Advisors, Inc
|
BUY
|
- |
7+ 0.28% |
$279 - $299
|
2.51K
$138K
|
|
|
Nov 12, 2020
Q3 2020
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-2Closed |
$79.7 - $85.5
|
0
$0
|
|
|
Nov 19, 2020
Q3 2020
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-4- 0.06% |
$159 - $171
|
7.17K
$394K
|
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-5Closed |
$199 - $214
|
0
$0
|
|
|
Oct 19, 2020
Q3 2020
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-24- 85.71% |
$956 - $1.03K
|
4
$220
|
|
|
Aug 30, 2024
Q3 2020
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-51- 0.63% |
$2.03K - $2.18K
|
8K
$439K
|
|
|
Oct 23, 2020
Q3 2020
|
Patriot Investment Management Inc.
|
SELL
|
- |
-54Closed |
$2.15K - $2.31K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Evoke Wealth, LLC
|
SELL
|
- |
-56Closed |
$2.23K - $2.4K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-73Closed |
$2.91K - $3.12K
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-85Closed |
$3.39K - $3.64K
|
0
$0
|
|
|
Oct 13, 2020
Q3 2020
|
Autus Asset Management, LLC
|
SELL
|
- |
-86- 1.0% |
$3.43K - $3.68K
|
8.48K
$466K
|
|
|
Oct 26, 2020
Q3 2020
|
Firestone Capital Management
|
SELL
|
- |
-100Closed |
$3.98K - $4.28K
|
0
$0
|
|
|
Oct 13, 2020
Q3 2020
|
Cx Institutional
|
SELL
|
- |
-124Closed |
$4.94K - $5.3K
|
0
$0
|
|
|
Jan 11, 2021
Q3 2020
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-147- 2.29% |
$5.86K - $6.29K
|
6.28K
$345K
|
|
|
Nov 17, 2020
Q3 2020
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-150- 1.47% |
$5.97K - $6.42K
|
10K
$552K
|