Purchases and Sales Made in Q4 2019 in Msci Eafe Value ETF (EFV)
This table provides information about the institutional ownership of Msci Eafe Value ETF (EFV) during Q4 2019. 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 |
---|---|---|---|---|---|---|---|
Jan 29, 2020
Q4 2019
|
Charles Schwab Trust CO
|
BUY
|
- |
4.19KNew |
$192K - $212K
|
4.19K
$230K
|
|
Feb 14, 2020
Q4 2019
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4.17K+ 10.11% |
$191K - $211K
|
45.4K
$2.49M
|
|
Jan 31, 2020
Q4 2019
|
Financial Counselors Inc
|
BUY
|
- |
4.05KNew |
$186K - $205K
|
4.05K
$222K
|
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.01K+ 10.99% |
$184K - $203K
|
40.5K
$2.22M
|
|
Feb 13, 2020
Q4 2019
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
4.01KNew |
$184K - $203K
|
4.01K
$220K
|
|
Jan 27, 2020
Q4 2019
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
3.74K+ 2.07% |
$172K - $189K
|
184K
$10.1M
|
|
Jan 22, 2020
Q4 2019
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.51K+ 67.07% |
$161K - $178K
|
8.74K
$480K
|
|
Feb 11, 2020
Q4 2019
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.49K+ 75.51% |
$160K - $176K
|
8.1K
$444K
|
|
Jan 23, 2020
Q4 2019
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3.18K+ 975.15% |
$146K - $161K
|
3.51K
$192K
|
|
Jan 15, 2020
Q4 2019
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
3.11K+ 1.89% |
$143K - $157K
|
167K
$9.17M
|
|
Feb 14, 2020
Q4 2019
|
Ballast Advisors LLC
|
BUY
|
- |
3.01KNew |
$138K - $152K
|
3.01K
$165K
|
|
Feb 18, 2020
Q4 2019
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.96KNew |
$136K - $149K
|
2.96K
$162K
|
|
Jan 27, 2020
Q4 2019
|
Integrated Capital Management, Inc.
|
BUY
|
- |
2.92K+ 2.31% |
$134K - $148K
|
130K
$7.11M
|
|
Feb 13, 2020
Q4 2019
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.71K+ 3.95% |
$124K - $137K
|
71.2K
$3.91M
|
|
Jan 17, 2020
Q4 2019
|
Clean Yield Group
|
BUY
|
- |
2.69KNew |
$123K - $136K
|
2.69K
$148K
|
|
Feb 10, 2020
Q4 2019
|
Firestone Capital Management
|
BUY
|
- |
2.68KNew |
$123K - $135K
|
2.68K
$147K
|
|
Feb 14, 2020
Q4 2019
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.62K+ 2.24% |
$120K - $132K
|
119K
$6.53M
|
|
Jan 22, 2020
Q4 2019
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
2.61KNew |
$120K - $132K
|
2.61K
$143K
|
|
Feb 10, 2020
Q4 2019
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.52K+ 21.86% |
$116K - $128K
|
14.1K
$771K
|
|
Feb 03, 2020
Q4 2019
|
Plancorp, LLC
|
BUY
|
- |
2.48K+ 1.1% |
$114K - $126K
|
228K
$12.5M
|
|
Feb 14, 2020
Q4 2019
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.21KNew |
$101K - $112K
|
2.21K
$121K
|
|
Jan 29, 2020
Q4 2019
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.21K+ 11.37% |
$101K - $112K
|
21.7K
$1.19M
|
|
Feb 12, 2020
Q4 2019
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.18KNew |
$99.8K - $110K
|
2.18K
$119K
|
|
Feb 03, 2020
Q4 2019
|
Girard Partners Ltd.
|
BUY
|
- |
2.15K+ 3.06% |
$98.5K - $109K
|
72.3K
$3.97M
|
|
Jan 29, 2020
Q4 2019
|
Well Done, LLC
|
BUY
|
- |
2.09K+ 9.94% |
$96.1K - $106K
|
23.2K
$1.27M
|
|
Feb 14, 2020
Q4 2019
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
2.01K+ 5.14% |
$92.3K - $102K
|
41.1K
$2.26M
|
|
Feb 13, 2020
Q4 2019
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.91K+ 8.56% |
$87.8K - $96.7K
|
24.3K
$1.33M
|
|
Mar 09, 2020
Q4 2019
|
Rnc Capital Management LLC
|
BUY
|
- |
1.85K+ 15.16% |
$84.9K - $93.6K
|
14.1K
$771K
|
|
Feb 11, 2020
Q4 2019
|
Sym Financial Corp
|
BUY
|
- |
1.78K+ 868.29% |
$81.7K - $90.1K
|
1.99K
$109K
|
|
Jan 21, 2020
Q4 2019
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.76K+ 37.56% |
$80.8K - $89.1K
|
6.45K
$354K
|
|
Feb 12, 2020
Q4 2019
|
Prospera Financial Services Inc
|
BUY
|
- |
1.65K+ 22.33% |
$75.5K - $83.2K
|
9.01K
$494K
|
|
Feb 05, 2020
Q4 2019
|
Bison Wealth, LLC
|
BUY
|
- |
1.62KNew |
$74.4K - $82K
|
1.62K
$88.9K
|
|
Feb 22, 2022
Q4 2019
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1.46KNew |
$67K - $73.8K
|
1.46K
$80K
|
|
Feb 14, 2020
Q4 2019
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.44K+ 1.81% |
$66.1K - $72.8K
|
80.8K
$4.43M
|
|
Sep 07, 2021
Q4 2019
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.43K+ 2.39% |
$65.7K - $72.4K
|
61.3K
$3.36M
|
|
Feb 14, 2020
Q4 2019
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.4K+ 4.79% |
$64K - $70.6K
|
30.5K
$1.67M
|
|
Mar 19, 2020
Q4 2019
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
1.31KNew |
$60.3K - $66.5K
|
1.31K
$72.1K
|
|
Jan 30, 2020
Q4 2019
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.31K+ 12.06% |
$60K - $66.2K
|
12.2K
$667K
|
|
Feb 14, 2020
Q4 2019
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.2K+ 14.64% |
$55.1K - $60.8K
|
9.4K
$516K
|
|
Jan 31, 2020
Q4 2019
|
Whittier Trust CO
|
BUY
|
- |
1.2K+ 10.0% |
$55.1K - $60.7K
|
13.2K
$724K
|
|
Feb 03, 2020
Q4 2019
|
Lutz Financial Services LLC
|
BUY
|
- |
1.17K+ 0.94% |
$53.5K - $58.9K
|
125K
$6.88M
|
|
Jan 08, 2020
Q4 2019
|
Unison Advisors LLC
|
BUY
|
- |
1.11K+ 1.94% |
$50.9K - $56.1K
|
58.4K
$3.2M
|
|
Feb 03, 2020
Q4 2019
|
Gilbert & Cook, Inc.
|
BUY
|
- |
1.02K+ 1.41% |
$46.9K - $51.7K
|
73.6K
$4.04M
|
|
Feb 04, 2020
Q4 2019
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
917+ 19.92% |
$42.1K - $46.4K
|
5.52K
$303K
|
|
Feb 07, 2020
Q4 2019
|
Ti Trust, Inc
|
BUY
|
- |
910New |
$41.8K - $46K
|
910
$49.9K
|
|
Feb 04, 2020
Q4 2019
|
Family Firm, Inc.
|
BUY
|
- |
891+ 12.63% |
$40.9K - $45.1K
|
7.95K
$436K
|
|
Jan 31, 2020
Q4 2019
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
845+ 2.77% |
$38.8K - $42.7K
|
31.4K
$1.72M
|
|
Feb 14, 2020
Q4 2019
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
798New |
$36.6K - $40.4K
|
798
$43.8K
|
|
Feb 14, 2020
Q4 2019
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
797+ 18.21% |
$36.6K - $40.3K
|
5.17K
$284K
|
|
Jan 27, 2020
Q4 2019
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
747+ 5.67% |
$34.3K - $37.8K
|
13.9K
$764K
|