Purchases and Sales Made in Q4 2019 in Msci Eafe Value ETF (EFV)

EFV Quotes by TradingView

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
Feb 07, 2020 Q4 2019
Lincoln National Corp

BUY
 -
658
+ 1.74%
$30.2K - $33.3K
38.5K $2.1M
Feb 12, 2020 Q4 2019
Advisor Net Financial, Inc

BUY
 -
617
+ 1.5%
$28.3K - $31.2K
41.9K $2.28M
Jan 24, 2020 Q4 2019
Neumann Capital Management, LLC

BUY
 -
600
+ 2.27%
$27.5K - $30.4K
27K $1.47M
May 05, 2020 Q4 2019
Eudaimonia Partners, LLC

Winchester, TN
BUY
 -
582
New
$26.7K - $29.4K
582 $31.7K
May 14, 2024 Q4 2019
Narus Financial Partners, LLC

Salt Lake City, UT
BUY
 -
563
+ 8.04%
$25.8K - $28.5K
7.57K $412K
Mar 19, 2020 Q4 2019
High Mark Wealth Management LLC

BUY
 -
542
New
$24.9K - $27.4K
542 $29.5K
Jan 24, 2020 Q4 2019
Relaxing Retirement Coach

BUY
 -
479
+ 0.21%
$22K - $24.2K
234K $12.7M
Feb 10, 2020 Q4 2019
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
468
+ 2.48%
$21.5K - $23.7K
19.3K $1.05M
Feb 07, 2020 Q4 2019
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
427
+ 25.72%
$19.6K - $21.6K
2.09K $114K
Jan 30, 2020 Q4 2019
Rda Financial Network

BUY
 -
426
+ 0.88%
$19.6K - $21.6K
48.9K $2.67M
Feb 14, 2020 Q4 2019
Private Capital Group, LLC

BUY
 -
388
New
$17.8K - $19.6K
388 $21.1K
Feb 11, 2020 Q4 2019
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
381
+ 0.37%
$17.5K - $19.3K
104K $5.68M
Feb 14, 2020 Q4 2019
Deutsche Bank Ag\

Frankfurt Am Main, 2M
BUY
 -
380
+ 50.67%
$17.4K - $19.2K
1.13K $61.6K
Feb 10, 2020 Q4 2019
Granite Investment Partners, LLC

BUY
 -
322
New
$14.8K - $16.3K
322 $17.5K
Feb 03, 2020 Q4 2019
Jacobi Capital Management LLC

BUY
 -
301
New
$13.8K - $15.2K
301 $16.4K
Feb 14, 2020 Q4 2019
Stephens Inc

BUY
 -
283
+ 0.44%
$13K - $14.3K
64.5K $3.52M
Mar 16, 2020 Q4 2019
Tfg Advisers LLC

BUY
 -
277
New
$12.7K - $14K
277 $15.1K
Jan 15, 2020 Q4 2019
Avantax Planning Partners, Inc.

BUY
 -
253
+ 2.77%
$11.6K - $12.8K
9.38K $511K
Feb 03, 2020 Q4 2019
Mai Capital Management

BUY
 -
225
+ 1.67%
$10.3K - $11.4K
13.7K $745K
Nov 16, 2021 Q4 2019
Truist Financial Corp

BUY
 -
211
+ 0.02%
$9.68K - $10.7K
992K $54.1M
Aug 13, 2024 Q4 2019
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
200
+ 13.33%
$9.18K - $10.1K
1.7K $92.7K
Jan 28, 2020 Q4 2019
Wealth Architects, LLC

BUY
 -
198
+ 3.44%
$9.09K - $10K
5.96K $325K
Feb 04, 2020 Q4 2019
Cambridge Investment Research Advisors, Inc.

BUY
 -
195
+ 0.2%
$8.95K - $9.87K
95.6K $5.21M
Jan 31, 2020 Q4 2019
Financial Advisory Service, Inc.

BUY
 -
180
+ 0.08%
$8.26K - $9.11K
228K $12.4M
Feb 11, 2020 Q4 2019
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
176
+ 2.37%
$8.08K - $8.9K
7.62K $415K
Jan 17, 2020 Q4 2019
Steward Partners Investment Advisory, LLC

BUY
 -
176
+ 9.81%
$8.08K - $8.9K
1.97K $107K
Feb 11, 2020 Q4 2019
Wrapmanager Inc

BUY
 -
160
+ 1.91%
$7.34K - $8.09K
8.52K $464K
Jan 21, 2020 Q4 2019
Central Trust CO

Jefferson City, MO
BUY
 -
157
+ 4.55%
$7.21K - $7.94K
3.61K $197K
Jan 28, 2020 Q4 2019
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
154
+ 1.55%
$7.07K - $7.79K
10.1K $550K
Feb 06, 2020 Q4 2019
First Interstate Bank

Billings, MT
BUY
 -
147
+ 6.68%
$6.75K - $7.44K
2.35K $128K
Feb 10, 2020 Q4 2019
Goldstein Munger & Associates

San Ramon, CA
BUY
 -
115
+ 0.96%
$5.28K - $5.82K
12K $656K
Jan 07, 2020 Q4 2019
First Horizon Advisors, Inc.

BUY
 -
115
New
$5.28K - $5.82K
115 $6.27K
Jan 30, 2020 Q4 2019
Carmichael Hill & Associates, Inc.

BUY
 -
110
New
$5.05K - $5.56K
110 $6K
Feb 05, 2020 Q4 2019
Td Capital Management LLC

Memphis, TN
BUY
 -
102
+ 1.46%
$4.68K - $5.16K
7.07K $385K
Jan 29, 2020 Q4 2019
North Star Investment Management Corp.

Chicago, IL
BUY
 -
99
+ 0.33%
$4.54K - $5.01K
29.8K $1.62M
Feb 06, 2020 Q4 2019
Cutler Group LP

BUY
 -
99
New
$4.54K - $5.01K
99 $5.4K
Feb 12, 2020 Q4 2019
Cbiz Investment Advisory Services, LLC

BUY
 -
92
New
$4.22K - $4.65K
92 $5.01K
Mar 06, 2020 Q4 2019
Danda Trouve Investment Management, Inc.

BUY
 -
84
New
$3.86K - $4.25K
84 $4.58K
Feb 04, 2020 Q4 2019
Dynamic Advisor Solutions LLC

BUY
 -
77
+ 1.38%
$3.53K - $3.9K
5.65K $308K
Feb 12, 2020 Q4 2019
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
51
New
$2.34K - $2.58K
51 $2.78K
Jan 21, 2020 Q4 2019
Zhang Financial LLC

BUY
 -
50
+ 0.04%
$2.3K - $2.53K
123K $6.72M
Feb 05, 2020 Q4 2019
Howard Wealth Management, LLC

Madison, CT
BUY
 -
48
New
$2.2K - $2.43K
48 $2.62K
Sep 21, 2023 Q4 2019
Halpern Financial, Inc.

Ashburn, VA
BUY
 -
37
New
$1.7K - $1.87K
37 $2.02K
Feb 13, 2020 Q4 2019
Laurel Wealth Advisors, Inc.

Solana Beach, CA
BUY
 -
30
+ 0.3%
$1.38K - $1.52K
10.1K $550K
Jan 29, 2020 Q4 2019
Wealthcare Capital Management LLC

Richmond, VA
BUY
 -
30
+ 1.32%
$1.38K - $1.52K
2.31K $126K
Jan 13, 2020 Q4 2019
Evanson Asset Management, LLC

BUY
 -
25
+ 0.27%
$1.15K - $1.26K
9.45K $515K
Feb 14, 2020 Q4 2019
Advisory Alpha, LLC

BUY
 -
21
+ 0.03%
$964 - $1.06K
61.4K $3.35M
Feb 14, 2020 Q4 2019
Dixon Hubard Feinour & Brown Inc

BUY
 -
20
+ 0.34%
$918 - $1.01K
5.84K $318K
Jan 28, 2020 Q4 2019
Cra Financial Services, LLC

BUY
 -
20
+ 0.21%
$918 - $1.01K
9.51K $518K

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