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 17, 2020
Q3 2020
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-150- 1.47% |
$5.97K - $6.42K
|
10K
$575K
|
|
|
Oct 22, 2020
Q3 2020
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-177- 4.72% |
$7.05K - $7.57K
|
3.57K
$205K
|
|
|
Nov 06, 2020
Q3 2020
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-183- 34.86% |
$7.29K - $7.83K
|
342
$19.6K
|
|
|
Nov 10, 2020
Q3 2020
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-215- 0.52% |
$8.56K - $9.2K
|
41.3K
$2.37M
|
|
|
Nov 13, 2020
Q3 2020
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-246- 4.09% |
$9.8K - $10.5K
|
5.77K
$331K
|
|
|
Nov 12, 2020
Q3 2020
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-250- 2.53% |
$9.96K - $10.7K
|
9.63K
$552K
|
|
|
Nov 13, 2020
Q3 2020
|
9258 Wealth Management, LLC
|
SELL
|
- |
-262- 1.58% |
$10.4K - $11.2K
|
16.4K
$938K
|
|
|
Oct 06, 2020
Q3 2020
|
Creative Financial Designs Inc
|
SELL
|
- |
-263- 64.15% |
$10.5K - $11.2K
|
147
$8.42K
|
|
|
Oct 30, 2020
Q3 2020
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-291- 13.3% |
$11.6K - $12.4K
|
1.9K
$109K
|
|
|
Oct 20, 2020
Q3 2020
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-292- 1.55% |
$11.6K - $12.5K
|
18.6K
$1.07M
|
|
|
Nov 03, 2020
Q3 2020
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-295- 1.91% |
$11.7K - $12.6K
|
15.2K
$869K
|
|
|
Jan 02, 2024
Q3 2020
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-296- 18.66% |
$11.8K - $12.7K
|
1.29K
$73.9K
|
|
|
Oct 28, 2020
Q3 2020
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-316- 4.77% |
$12.6K - $13.5K
|
6.31K
$362K
|
|
|
Oct 13, 2020
Q3 2020
|
Evanson Asset Management, LLC
|
SELL
|
- |
-317- 2.82% |
$12.6K - $13.6K
|
10.9K
$626K
|
|
|
Nov 05, 2020
Q3 2020
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-323- 5.73% |
$12.9K - $13.8K
|
5.31K
$304K
|
|
|
Nov 09, 2023
Q3 2020
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
SELL
|
- |
-324Closed |
$12.9K - $13.9K
|
0
$0
|
|
|
Nov 17, 2020
Q3 2020
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-331- 27.29% |
$13.2K - $14.2K
|
882
$50.5K
|
|
|
Nov 13, 2020
Q3 2020
|
Wesbanco Bank Inc
|
SELL
|
- |
-338- 5.61% |
$13.5K - $14.5K
|
5.68K
$326K
|
|
|
Nov 09, 2020
Q3 2020
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-343- 1.82% |
$13.7K - $14.7K
|
18.5K
$1.06M
|
|
|
Nov 13, 2020
Q3 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-345- 1.64% |
$13.7K - $14.8K
|
20.7K
$1.18M
|
|
|
Aug 16, 2024
Q3 2020
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-350- 1.66% |
$13.9K - $15K
|
20.7K
$1.19M
|
|
|
Oct 13, 2020
Q3 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-388- 56.15% |
$15.5K - $16.6K
|
303
$17.4K
|
|
|
Nov 10, 2020
Q3 2020
|
Total Wealth Planning, LLC
|
SELL
|
- |
-404- 6.97% |
$16.1K - $17.3K
|
5.4K
$309K
|
|
|
Oct 30, 2020
Q3 2020
|
Comerica Bank
|
SELL
|
- |
-416- 3.86% |
$16.6K - $17.8K
|
10.3K
$593K
|
|
|
Oct 22, 2020
Q3 2020
|
Ballast Advisors LLC
|
SELL
|
- |
-433- 15.21% |
$17.2K - $18.5K
|
2.41K
$138K
|
|
|
Nov 09, 2020
Q3 2020
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-441- 4.12% |
$17.6K - $18.9K
|
10.3K
$588K
|
|
|
Nov 09, 2020
Q3 2020
|
Sandy Spring Bank
|
SELL
|
- |
-468Closed |
$18.6K - $20K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-490- 18.81% |
$19.5K - $21K
|
2.12K
$121K
|
|
|
Nov 10, 2020
Q3 2020
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-505- 16.47% |
$20.1K - $21.6K
|
2.56K
$147K
|
|
|
Nov 16, 2021
Q3 2020
|
Retirement Group, LLC
|
SELL
|
- |
-562- 84.89% |
$22.4K - $24K
|
100
$5.73K
|
|
|
Oct 23, 2020
Q3 2020
|
Bcs Wealth Management
|
SELL
|
- |
-562- 8.65% |
$22.4K - $24K
|
5.93K
$340K
|
|
|
Oct 19, 2020
Q3 2020
|
Elm Partners Management LLC
|
SELL
|
- |
-750- 22.34% |
$29.9K - $32.1K
|
2.61K
$149K
|
|
|
Oct 30, 2020
Q3 2020
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-847- 0.24% |
$33.7K - $36.2K
|
357K
$20.5M
|
|
|
Oct 27, 2020
Q3 2020
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-849- 1.31% |
$33.8K - $36.3K
|
64.1K
$3.67M
|
|
|
Nov 03, 2020
Q3 2020
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-857- 2.03% |
$34.1K - $36.7K
|
41.4K
$2.37M
|
|
|
Nov 10, 2020
Q3 2020
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-917- 10.96% |
$36.5K - $39.2K
|
7.45K
$427K
|
|
|
Oct 13, 2020
Q3 2020
|
Carlson Capital Management
|
SELL
|
- |
-931- 0.38% |
$37.1K - $39.8K
|
246K
$14.1M
|
|
|
Oct 09, 2020
Q3 2020
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-1K- 5.97% |
$39.8K - $42.8K
|
15.8K
$903K
|
|
|
Feb 13, 2024
Q3 2020
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.02KClosed |
$40.6K - $43.6K
|
0
$0
|
|
|
Oct 20, 2020
Q3 2020
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.02KClosed |
$40.6K - $43.6K
|
0
$0
|
|
|
Oct 19, 2020
Q3 2020
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.1K- 54.85% |
$43.7K - $46.9K
|
903
$51.8K
|
|
|
Oct 20, 2020
Q3 2020
|
Tap Consulting, LLC
|
SELL
|
- |
-1.15K- 5.16% |
$45.9K - $49.3K
|
21.2K
$1.21M
|
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.16K- 9.92% |
$46K - $49.4K
|
10.5K
$601K
|
|
|
Oct 19, 2020
Q3 2020
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-1.26K- 14.71% |
$50.1K - $53.8K
|
7.29K
$418K
|
|
|
Oct 26, 2020
Q3 2020
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.28K- 4.35% |
$50.8K - $54.5K
|
28.1K
$1.61M
|
|
|
Oct 20, 2020
Q3 2020
|
Wedbush Securities Inc
|
SELL
|
- |
-1.29K- 14.11% |
$51.2K - $55K
|
7.82K
$448K
|
|
|
Nov 09, 2020
Q3 2020
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.3K- 9.93% |
$51.9K - $55.7K
|
11.8K
$676K
|
|
|
Nov 12, 2020
Q3 2020
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-1.32K- 1.85% |
$52.7K - $56.5K
|
70.3K
$4.03M
|
|
|
Oct 19, 2020
Q3 2020
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-1.33KClosed |
$52.9K - $56.8K
|
0
$0
|
|
|
Dec 01, 2020
Q3 2020
|
Townsquare Capital LLC
|
SELL
|
- |
-1.33K- 5.57% |
$53.1K - $57K
|
22.6K
$1.29M
|