Purchases and Sales Made in Q3 2021 in Msci Eafe Value ETF (EFV)
This table provides information about the institutional ownership of Msci Eafe Value ETF (EFV) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2021
Q3 2021
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
76.1K+ 29.09% |
$3.79M - $4.03M
|
338K
$18.1M
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
75KNew |
$3.74M - $3.97M
|
75K
$4.03M
|
|
|
Nov 12, 2021
Q3 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
71.9K+ 648.89% |
$3.58M - $3.81M
|
83K
$4.46M
|
|
|
Oct 18, 2021
Q3 2021
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
69.7KNew |
$3.47M - $3.7M
|
69.7K
$3.75M
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
69K+ 4.77% |
$3.44M - $3.66M
|
1.51M
$81.4M
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
68.2K+ 76.02% |
$3.4M - $3.61M
|
158K
$8.48M
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
68K+ 469.82% |
$3.39M - $3.6M
|
82.4K
$4.43M
|
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
66.9K+ 35.71% |
$3.33M - $3.54M
|
254K
$13.7M
|
|
|
Nov 09, 2021
Q3 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
66.6K+ 1705.22% |
$3.32M - $3.53M
|
70.5K
$3.79M
|
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
63.3KNew |
$3.15M - $3.35M
|
63.3K
$3.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
62.6K+ 34.91% |
$3.12M - $3.32M
|
242K
$13M
|
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
60.5K+ 343.62% |
$3.01M - $3.21M
|
78.2K
$4.2M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
60.5K+ 7.38% |
$3.01M - $3.21M
|
880K
$47.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
57.2K+ 39.42% |
$2.85M - $3.03M
|
202K
$10.9M
|
|
|
Jan 20, 2022
Q3 2021
|
Gilbert & Cook, Inc.
|
BUY
|
- |
54.1K+ 7861.34% |
$2.69M - $2.87M
|
54.8K
$2.94M
|
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
53.9K+ 66.59% |
$2.68M - $2.86M
|
135K
$7.24M
|
|
|
Nov 15, 2021
Q3 2021
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
53.8K+ 3.67% |
$2.68M - $2.85M
|
1.52M
$81.8M
|
|
|
Jan 18, 2022
Q3 2021
|
Apella Capital, LLC
|
BUY
|
- |
52.9K+ 36.42% |
$2.63M - $2.8M
|
198K
$10.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
52.5K+ 543.52% |
$2.62M - $2.78M
|
62.2K
$3.34M
|
|
|
Nov 10, 2021
Q3 2021
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
51.5K+ 10.01% |
$2.57M - $2.73M
|
566K
$30.4M
|
|
|
Nov 03, 2021
Q3 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
48.9K+ 21.45% |
$2.43M - $2.59M
|
277K
$14.9M
|
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
47.4K+ 2926.95% |
$2.36M - $2.51M
|
49K
$2.63M
|
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
44.2K+ 6.95% |
$2.2M - $2.34M
|
680K
$36.5M
|
|
|
Oct 13, 2021
Q3 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
41K+ 85.37% |
$2.04M - $2.17M
|
89K
$4.78M
|
|
|
Nov 15, 2021
Q3 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
40.4K+ 26.01% |
$2.01M - $2.14M
|
196K
$10.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
39.9KNew |
$1.99M - $2.11M
|
39.9K
$2.14M
|
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
39.9KNew |
$1.98M - $2.11M
|
39.9K
$2.14M
|
|
|
Oct 18, 2021
Q3 2021
|
Symmetry Partners, LLC
|
BUY
|
- |
39.3K+ 7.68% |
$1.96M - $2.08M
|
551K
$29.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
BUY
|
- |
37.7K+ 3.93% |
$1.88M - $2M
|
996K
$53.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
35.8K+ 31.92% |
$1.78M - $1.9M
|
148K
$7.95M
|
|
|
Nov 09, 2021
Q3 2021
|
Dubuque Bank & Trust CO
|
BUY
|
- |
34.2K+ 9.44% |
$1.7M - $1.81M
|
396K
$21.3M
|
|
|
Oct 25, 2021
Q3 2021
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
33.9K+ 10.1% |
$1.69M - $1.8M
|
370K
$19.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Accredited Investors Inc.
|
BUY
|
- |
33.2K+ 3.2% |
$1.65M - $1.76M
|
1.07M
$57.6M
|
|
|
Oct 26, 2021
Q3 2021
|
Ccg Wealth Management, LLC
|
BUY
|
- |
32.3KNew |
$1.61M - $1.71M
|
32.3K
$1.74M
|
|
|
Oct 19, 2021
Q3 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
30.6K+ 29.13% |
$1.52M - $1.62M
|
136K
$7.29M
|
|
|
Nov 10, 2021
Q3 2021
|
Windham Capital Management, LLC
|
BUY
|
- |
30.5KNew |
$1.52M - $1.61M
|
30.5K
$1.64M
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
29.9K+ 67.06% |
$1.49M - $1.58M
|
74.5K
$4M
|
|
|
Nov 15, 2021
Q3 2021
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
29.8K+ 8.13% |
$1.49M - $1.58M
|
397K
$21.3M
|
|
|
Oct 29, 2021
Q3 2021
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
29.3K+ 33.57% |
$1.46M - $1.55M
|
117K
$6.27M
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
28.2K+ 0.82% |
$1.4M - $1.49M
|
3.46M
$186M
|
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
28.1K+ 1.66% |
$1.4M - $1.49M
|
1.72M
$92.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
27.9K+ 11.7% |
$1.39M - $1.48M
|
267K
$14.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Icon Wealth Partners, LLC
|
BUY
|
- |
26.9K+ 6.49% |
$1.34M - $1.42M
|
441K
$23.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
25.6K+ 14.4% |
$1.28M - $1.36M
|
204K
$10.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
24.7K+ 13.58% |
$1.23M - $1.31M
|
207K
$11.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
24.6K+ 63.43% |
$1.23M - $1.3M
|
63.4K
$3.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
24.5K+ 14.64% |
$1.22M - $1.3M
|
192K
$10.3M
|
|
|
Nov 10, 2021
Q3 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
24.2K+ 42.85% |
$1.21M - $1.28M
|
80.8K
$4.34M
|
|
|
Oct 25, 2021
Q3 2021
|
Northwest Capital Management Inc
|
BUY
|
- |
23.5K+ 44.33% |
$1.17M - $1.24M
|
76.5K
$4.11M
|
|
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
23.2K+ 11.71% |
$1.15M - $1.23M
|
221K
$11.9M
|