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 10, 2020
Q3 2020
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.36K- 1.5% |
$54.1K - $58.1K
|
89K
$4.89M
|
|
|
Nov 12, 2020
Q3 2020
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.41K- 3.48% |
$56.2K - $60.3K
|
39.2K
$2.15M
|
|
|
Nov 04, 2020
Q3 2020
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.48K- 24.73% |
$59K - $63.3K
|
4.51K
$248K
|
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.49K- 15.54% |
$59.5K - $63.9K
|
8.12K
$446K
|
|
|
Nov 10, 2020
Q3 2020
|
Covenant Partners, LLC
|
SELL
|
- |
-1.58K- 0.6% |
$62.8K - $67.4K
|
261K
$14.3M
|
|
|
Oct 19, 2020
Q3 2020
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-1.59K- 1.05% |
$63.2K - $67.9K
|
150K
$8.22M
|
|
|
Nov 05, 2020
Q3 2020
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-1.83K- 9.89% |
$73K - $78.4K
|
16.7K
$917K
|
|
|
Nov 04, 2020
Q3 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.85K- 1.12% |
$73.6K - $79.1K
|
163K
$8.96M
|
|
|
Oct 13, 2022
Q3 2020
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-2K- 17.71% |
$79.7K - $85.6K
|
9.3K
$511K
|
|
|
Nov 13, 2020
Q3 2020
|
Assetmark, Inc
|
SELL
|
- |
-2.03K- 41.63% |
$80.7K - $86.6K
|
2.84K
$156K
|
|
|
Oct 14, 2020
Q3 2020
|
First American Trust, Fsb
|
SELL
|
- |
-2.06K- 2.1% |
$81.9K - $87.9K
|
96K
$5.27M
|
|
|
Nov 16, 2020
Q3 2020
|
Wilshire Advisors LLC
Santa Monica, CA |
SELL
|
- |
-2.21K- 1.06% |
$88.1K - $94.6K
|
207K
$11.4M
|
|
|
Oct 16, 2020
Q3 2020
|
Baldwin Brothers LLC
|
SELL
|
- |
-2.4KClosed |
$95.4K - $102K
|
0
$0
|
|
|
Oct 30, 2020
Q3 2020
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2.7K- 3.96% |
$108K - $115K
|
65.5K
$3.6M
|
|
|
Nov 13, 2020
Q3 2020
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.92K- 3.82% |
$116K - $125K
|
73.4K
$4.03M
|
|
|
Nov 03, 2020
Q3 2020
|
Brr Op Co, LLC
|
SELL
|
- |
-2.96K- 13.74% |
$118K - $127K
|
18.6K
$1.02M
|
|
|
Nov 04, 2020
Q3 2020
|
Wambolt & Associates, LLC
|
SELL
|
- |
-3.06K- 11.49% |
$122K - $131K
|
23.5K
$1.29M
|
|
|
Nov 09, 2020
Q3 2020
|
American Financial Advisors, LLC
|
SELL
|
- |
-3.06K- 5.18% |
$122K - $131K
|
56K
$3.08M
|
|
|
Oct 13, 2020
Q3 2020
|
Zhang Financial LLC
|
SELL
|
- |
-3.21K- 2.78% |
$128K - $137K
|
112K
$6.15M
|
|
|
Oct 29, 2020
Q3 2020
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-3.28K- 1.72% |
$131K - $140K
|
187K
$10.3M
|
|
|
Oct 19, 2020
Q3 2020
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-3.55K- 4.68% |
$142K - $152K
|
72.3K
$3.97M
|
|
|
Oct 30, 2020
Q3 2020
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.73K- 7.24% |
$149K - $160K
|
47.8K
$2.62M
|
|
|
Nov 09, 2020
Q3 2020
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-3.81K- 16.46% |
$152K - $163K
|
19.3K
$1.06M
|
|
|
Oct 23, 2020
Q3 2020
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-3.94K- 21.49% |
$157K - $168K
|
14.4K
$789K
|
|
|
Nov 05, 2020
Q3 2020
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.49K- 21.19% |
$179K - $192K
|
16.7K
$918K
|
|
|
Oct 29, 2020
Q3 2020
|
Hapanowicz & Associates Financial Services, Inc
|
SELL
|
- |
-4.58K- 1.6% |
$182K - $196K
|
283K
$15.5M
|
|
|
Dec 03, 2020
Q3 2020
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-4.66K- 34.69% |
$185K - $199K
|
8.77K
$482K
|
|
|
Nov 12, 2020
Q3 2020
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-5K- 34.99% |
$199K - $214K
|
9.28K
$510K
|
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5KClosed |
$199K - $214K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-5.08KClosed |
$202K - $217K
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-5.12K- 2.27% |
$204K - $219K
|
221K
$12.1M
|
|
|
Dec 01, 2022
Q3 2020
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-5.12K- 2.27% |
$204K - $219K
|
221K
$12.1M
|
|
|
Nov 13, 2020
Q3 2020
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-5.18KClosed |
$206K - $222K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.29K- 4.2% |
$211K - $226K
|
121K
$6.63M
|
|
|
Oct 30, 2020
Q3 2020
|
Camden Capital, LLC
|
SELL
|
- |
-5.87KClosed |
$234K - $251K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-6.03K- 2.03% |
$240K - $258K
|
290K
$15.9M
|
|
|
Nov 12, 2020
Q3 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-6.04K- 48.31% |
$241K - $258K
|
6.46K
$355K
|
|
|
Oct 13, 2020
Q3 2020
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-6.35K- 4.13% |
$253K - $272K
|
147K
$8.09M
|
|
|
Nov 16, 2020
Q3 2020
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-6.41K- 36.88% |
$255K - $274K
|
11K
$602K
|
|
|
Nov 13, 2020
Q3 2020
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-6.51K- 24.52% |
$259K - $278K
|
20K
$1.1M
|
|
|
Nov 09, 2020
Q3 2020
|
Csenge Advisory Group
|
SELL
|
- |
-6.56KClosed |
$261K - $280K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-6.6K- 13.75% |
$263K - $282K
|
41.4K
$2.27M
|
|
|
Nov 16, 2020
Q3 2020
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-6.66KClosed |
$265K - $285K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-7.21K- 15.15% |
$287K - $308K
|
40.4K
$2.22M
|
|
|
Nov 16, 2020
Q3 2020
|
Plancorp, LLC
|
SELL
|
- |
-7.9K- 2.93% |
$315K - $338K
|
262K
$14.4M
|
|
|
Nov 12, 2020
Q3 2020
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-8.24K- 25.04% |
$328K - $352K
|
24.7K
$1.35M
|
|
|
Oct 19, 2020
Q3 2020
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-8.41K- 11.1% |
$335K - $360K
|
67.4K
$3.7M
|
|
|
Nov 13, 2020
Q3 2020
|
Staley Capital Advisers Inc
|
SELL
|
- |
-8.5K- 5.33% |
$339K - $364K
|
151K
$8.29M
|
|
|
Nov 12, 2020
Q3 2020
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-8.59K- 1.37% |
$342K - $368K
|
617K
$33.9M
|
|
|
Nov 02, 2020
Q3 2020
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-8.81K- 25.21% |
$351K - $377K
|
26.1K
$1.43M
|