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 16, 2020
Q3 2020
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-9.74KClosed |
$388K - $416K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-9.91K- 2.03% |
$395K - $424K
|
479K
$26.3M
|
|
|
Nov 13, 2020
Q3 2020
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-10.1KClosed |
$402K - $432K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-10.2K- 54.53% |
$406K - $436K
|
8.5K
$467K
|
|
|
Oct 27, 2020
Q3 2020
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-10.9KClosed |
$433K - $465K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-11.9K- 63.08% |
$475K - $510K
|
6.98K
$384K
|
|
|
Dec 10, 2020
Q3 2020
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-11.9K- 35.19% |
$476K - $511K
|
22K
$1.21M
|
|
|
Nov 16, 2020
Q3 2020
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-13K- 13.89% |
$519K - $558K
|
80.8K
$4.44M
|
|
|
Nov 13, 2020
Q3 2020
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-13.3KClosed |
$530K - $569K
|
0
$0
|
|
|
Nov 06, 2020
Q3 2020
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-14.1K- 18.27% |
$561K - $603K
|
63K
$3.46M
|
|
|
Nov 03, 2020
Q3 2020
|
Park Avenue Securities LLC
|
SELL
|
- |
-16.3K- 3.86% |
$649K - $697K
|
406K
$22.3M
|
|
|
Nov 13, 2020
Q3 2020
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-16.6KClosed |
$662K - $710K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-17K- 7.08% |
$676K - $726K
|
223K
$12.2M
|
|
|
Nov 12, 2020
Q3 2020
|
Ubs Group Ag
|
SELL
|
- |
-17.1K- 2.38% |
$679K - $730K
|
699K
$38.4M
|
|
|
Nov 09, 2020
Q3 2020
|
Efficient Advisors, LLC
|
SELL
|
- |
-17.6K- 3.58% |
$700K - $752K
|
474K
$26M
|
|
|
Nov 12, 2020
Q3 2020
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-18.5K- 68.24% |
$736K - $790K
|
8.6K
$472K
|
|
|
Mar 22, 2023
Q3 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-21.2K- 65.82% |
$844K - $906K
|
11K
$604K
|
|
|
Nov 16, 2020
Q3 2020
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-22.1K- 27.81% |
$880K - $945K
|
57.4K
$3.15M
|
|
|
Oct 30, 2020
Q3 2020
|
Hc Financial Advisors Inc
|
SELL
|
- |
-26.4K- 93.62% |
$1.05M - $1.13M
|
1.8K
$99K
|
|
|
Oct 27, 2020
Q3 2020
|
Unison Advisors LLC
|
SELL
|
- |
-32.7K- 24.66% |
$1.3M - $1.4M
|
99.8K
$5.48M
|
|
|
Nov 12, 2020
Q3 2020
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-36.3K- 53.89% |
$1.44M - $1.55M
|
31K
$1.7M
|
|
|
Oct 15, 2020
Q3 2020
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-36.9KClosed |
$1.47M - $1.58M
|
0
$0
|
|
|
Nov 04, 2020
Q3 2020
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-48.1K- 36.35% |
$1.91M - $2.06M
|
84.2K
$4.62M
|
|
|
Nov 09, 2020
Q3 2020
|
Fifth Third Bancorp
|
SELL
|
- |
-57.7K- 8.81% |
$2.3M - $2.47M
|
597K
$32.8M
|
|
|
Oct 29, 2020
Q3 2020
|
Aspiriant, LLC
|
SELL
|
- |
-66.4K- 5.63% |
$2.64M - $2.84M
|
1.11M
$61.1M
|
|
|
Oct 08, 2020
Q3 2020
|
Larson Financial Group LLC
|
SELL
|
- |
-66.6K- 45.92% |
$2.65M - $2.85M
|
78.4K
$4.3M
|
|
|
Oct 09, 2020
Q3 2020
|
Envestnet Asset Management Inc
|
SELL
|
- |
-67.9K- 2.17% |
$2.71M - $2.91M
|
3.06M
$168M
|
|
|
Nov 13, 2020
Q3 2020
|
Truist Financial Corp
|
SELL
|
- |
-85K- 3.95% |
$3.39M - $3.64M
|
2.07M
$113M
|
|
|
Nov 06, 2020
Q3 2020
|
M&T Bank Corp
|
SELL
|
- |
-89.6K- 13.74% |
$3.57M - $3.83M
|
562K
$30.9M
|
|
|
Nov 12, 2020
Q3 2020
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-96.1K- 90.8% |
$3.83M - $4.11M
|
9.75K
$535K
|
|
|
Nov 12, 2020
Q3 2020
|
North Rock Partners, LLC
|
SELL
|
- |
-111K- 21.43% |
$4.43M - $4.75M
|
408K
$22.4M
|
|
|
Nov 16, 2020
Q3 2020
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-114K- 8.4% |
$4.53M - $4.87M
|
1.24M
$68.1M
|
|
|
Nov 12, 2020
Q3 2020
|
F Dx Advisors, Inc.
|
SELL
|
- |
-129K- 58.35% |
$5.13M - $5.5M
|
91.8K
$5.04M
|
|
|
Nov 16, 2020
Q3 2020
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-131K- 49.3% |
$5.21M - $5.6M
|
135K
$7.39M
|
|
|
Nov 10, 2020
Q3 2020
|
Us Bancorp \De\
|
SELL
|
- |
-137K- 3.54% |
$5.46M - $5.86M
|
3.73M
$205M
|
|
|
Nov 13, 2020
Q3 2020
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-164K- 52.5% |
$6.55M - $7.03M
|
149K
$8.17M
|
|
|
Nov 05, 2020
Q3 2020
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-200K- 11.66% |
$7.96M - $8.55M
|
1.51M
$83.2M
|
|
|
Oct 30, 2020
Q3 2020
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-245K- 53.69% |
$9.76M - $10.5M
|
211K
$11.6M
|
|
|
Oct 15, 2020
Q3 2020
|
Diversified Trust CO
|
SELL
|
- |
-251K- 27.48% |
$9.98M - $10.7M
|
661K
$36.3M
|
|
|
Oct 29, 2020
Q3 2020
|
Jones Financial Companies Lllp
|
SELL
|
- |
-535K- 1.63% |
$21.3M - $22.9M
|
32.3M
$1.77B
|
|
|
Nov 13, 2020
Q3 2020
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-611K- 74.79% |
$24.3M - $26.1M
|
206K
$11.3M
|
|
|
Nov 06, 2020
Q3 2020
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-744K- 31.89% |
$29.6M - $31.8M
|
1.59M
$87.3M
|
|
|
Nov 12, 2020
Q3 2020
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-971KClosed |
$38.7M - $41.5M
|
0
$0
|
|
|
Oct 19, 2020
Q3 2020
|
Cwm, LLC
|
SELL
|
- |
-5.67M- 99.82% |
$226M - $243M
|
10.1K
$556K
|