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 |
---|---|---|---|---|---|---|---|
Feb 12, 2020
Q4 2019
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-795- 1.13% |
$36.5K - $40.2K
|
69.5K
$3.81M
|
|
Jan 17, 2020
Q4 2019
|
Gfs Advisors, LLC
|
SELL
|
- |
-854- 4.58% |
$39.2K - $43.2K
|
17.8K
$977K
|
|
Feb 14, 2020
Q4 2019
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-923- 22.13% |
$42.4K - $46.7K
|
3.25K
$178K
|
|
Jan 28, 2020
Q4 2019
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-928- 2.21% |
$42.6K - $46.9K
|
41.1K
$2.26M
|
|
Feb 07, 2020
Q4 2019
|
Ifg Advisory, LLC
|
SELL
|
- |
-950- 8.04% |
$43.6K - $48.1K
|
10.9K
$596K
|
|
Jan 23, 2020
Q4 2019
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.07K- 7.03% |
$49.1K - $54.1K
|
14.1K
$775K
|
|
Feb 12, 2020
Q4 2019
|
Next Capital Management LLC
|
SELL
|
- |
-1.14KClosed |
$52.2K - $57.5K
|
0
$0
|
|
Jan 27, 2020
Q4 2019
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-1.17K- 0.98% |
$53.9K - $59.4K
|
118K
$6.49M
|
|
Feb 13, 2020
Q4 2019
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.25KClosed |
$57.1K - $63K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.28K- 5.23% |
$58.8K - $64.8K
|
23.2K
$1.27M
|
|
Jan 10, 2020
Q4 2019
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.38KClosed |
$63.5K - $70K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Brown Advisory Inc
|
SELL
|
- |
-1.4K- 10.9% |
$64.3K - $70.9K
|
11.5K
$628K
|
|
Feb 11, 2020
Q4 2019
|
Assetmark, Inc
|
SELL
|
- |
-1.48K- 15.54% |
$67.7K - $74.7K
|
8.02K
$440K
|
|
Feb 11, 2020
Q4 2019
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-1.5K- 1.22% |
$68.8K - $75.8K
|
121K
$6.66M
|
|
Jan 23, 2020
Q4 2019
|
Accredited Investors Inc.
|
SELL
|
- |
-1.52K- 0.69% |
$69.7K - $76.8K
|
219K
$12M
|
|
Feb 13, 2020
Q4 2019
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.56K- 7.41% |
$71.6K - $78.9K
|
19.5K
$1.07M
|
|
Jan 17, 2020
Q4 2019
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.58K- 4.94% |
$72.6K - $80K
|
30.4K
$1.67M
|
|
Jan 17, 2020
Q4 2019
|
Hapanowicz & Associates Financial Services, Inc
|
SELL
|
- |
-1.75K- 0.67% |
$80.3K - $88.5K
|
260K
$14.2M
|
|
Feb 14, 2020
Q4 2019
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.77K- 11.3% |
$81.3K - $89.6K
|
13.9K
$763K
|
|
Feb 05, 2020
Q4 2019
|
South State Corp
|
SELL
|
- |
-1.97K- 13.65% |
$90.3K - $99.6K
|
12.5K
$683K
|
|
Jan 27, 2020
Q4 2019
|
Ma Private Wealth
|
SELL
|
- |
-2.18K- 6.36% |
$99.9K - $110K
|
32K
$1.76M
|
|
Feb 06, 2020
Q4 2019
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-2.3K- 3.4% |
$106K - $116K
|
65.3K
$3.58M
|
|
Feb 12, 2020
Q4 2019
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-2.32K- 2.16% |
$106K - $117K
|
105K
$5.75M
|
|
Jan 22, 2020
Q4 2019
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-2.38K- 36.32% |
$109K - $120K
|
4.18K
$229K
|
|
Jan 27, 2020
Q4 2019
|
Tap Consulting, LLC
|
SELL
|
- |
-2.43K- 8.25% |
$112K - $123K
|
27K
$1.48M
|
|
Feb 12, 2020
Q4 2019
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.45K- 18.14% |
$112K - $124K
|
11.1K
$606K
|
|
Jan 21, 2020
Q4 2019
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-2.5K- 36.84% |
$115K - $126K
|
4.28K
$235K
|
|
Feb 13, 2020
Q4 2019
|
Firestone Capital Management
|
SELL
|
- |
-2.63K- 98.13% |
$120K - $133K
|
50
$2.74K
|
|
Jan 17, 2020
Q4 2019
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-3.19K- 7.47% |
$146K - $161K
|
39.5K
$2.17M
|
|
Feb 10, 2020
Q4 2019
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.28K- 25.36% |
$151K - $166K
|
9.67K
$530K
|
|
Feb 07, 2020
Q4 2019
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-3.38K- 0.7% |
$155K - $171K
|
481K
$26.4M
|
|
Feb 14, 2020
Q4 2019
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.38K- 2.48% |
$155K - $171K
|
133K
$7.31M
|
|
Feb 10, 2020
Q4 2019
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.92K- 26.14% |
$180K - $198K
|
11.1K
$607K
|
|
Feb 12, 2020
Q4 2019
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-3.98K- 1.66% |
$183K - $201K
|
236K
$12.9M
|
|
Feb 14, 2020
Q4 2019
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-4.14K- 1.69% |
$190K - $210K
|
241K
$13.2M
|
|
Feb 12, 2020
Q4 2019
|
Advisory Resource Group
|
SELL
|
- |
-4.29KClosed |
$197K - $217K
|
0
$0
|
|
Feb 12, 2020
Q4 2019
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-4.32KClosed |
$198K - $218K
|
0
$0
|
|
Feb 07, 2020
Q4 2019
|
Comerica Bank
|
SELL
|
- |
-4.53K- 47.26% |
$208K - $229K
|
5.05K
$277K
|
|
Feb 07, 2020
Q4 2019
|
Brighton Jones LLC
|
SELL
|
- |
-5.07KClosed |
$233K - $256K
|
0
$0
|
|
Jan 24, 2020
Q4 2019
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-5.24K- 88.36% |
$240K - $265K
|
690
$37.9K
|
|
Feb 11, 2020
Q4 2019
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-5.36K- 2.45% |
$246K - $271K
|
213K
$11.7M
|
|
Jan 14, 2020
Q4 2019
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-5.57K- 16.64% |
$256K - $282K
|
27.9K
$1.53M
|
|
Feb 11, 2020
Q4 2019
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-5.69KClosed |
$261K - $288K
|
0
$0
|
|
Feb 13, 2020
Q4 2019
|
Evensky & Katz LLC
|
SELL
|
- |
-6KClosed |
$275K - $304K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-6.09K- 64.57% |
$280K - $308K
|
3.34K
$183K
|
|
Aug 16, 2024
Q4 2019
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-6.12K- 20.7% |
$281K - $309K
|
23.4K
$1.29M
|
|
Jan 28, 2020
Q4 2019
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-6.47K- 13.65% |
$297K - $327K
|
40.9K
$2.25M
|
|
Jan 30, 2020
Q4 2019
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-6.49K- 37.17% |
$298K - $328K
|
11K
$602K
|
|
Feb 10, 2020
Q4 2019
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-7.41K- 3.59% |
$340K - $375K
|
199K
$10.9M
|
|
Feb 04, 2020
Q4 2019
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-7.74K- 4.72% |
$355K - $391K
|
156K
$8.57M
|