Purchases and Sales Made in Q4 2020 in Msci Eafe Value ETF (EFV)
This table provides information about the institutional ownership of Msci Eafe Value ETF (EFV) during Q4 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 |
---|---|---|---|---|---|---|---|
Sep 15, 2021
Q4 2020
|
Cwm, LLC
|
BUY
|
- |
5.68M+ 3838541.25% |
$219M - $271M
|
5.68M
$312M
|
|
Feb 11, 2021
Q4 2020
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
3.3M+ 2932.82% |
$127M - $157M
|
3.41M
$187M
|
|
Feb 03, 2021
Q4 2020
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
578KNew |
$22.3M - $27.6M
|
578K
$31.7M
|
|
Feb 08, 2021
Q4 2020
|
Granger Management LLC
|
BUY
|
- |
532KNew |
$20.5M - $25.4M
|
532K
$29.2M
|
|
Jan 28, 2021
Q4 2020
|
Dupont Capital Management Corp
|
BUY
|
- |
491KNew |
$19M - $23.4M
|
491K
$26.9M
|
|
Mar 24, 2023
Q4 2020
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
388KNew |
$15M - $18.5M
|
388K
$21.3M
|
|
Apr 05, 2024
Q4 2020
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
358K+ 87.79% |
$13.8M - $17.1M
|
766K
$42M
|
|
Feb 02, 2021
Q4 2020
|
Envestnet Asset Management Inc
|
BUY
|
- |
326K+ 10.65% |
$12.6M - $15.5M
|
3.38M
$186M
|
|
Feb 12, 2021
Q4 2020
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
313K+ 25.22% |
$12.1M - $14.9M
|
1.55M
$85.2M
|
|
Feb 11, 2021
Q4 2020
|
Modera Wealth Management, LLC
|
BUY
|
- |
308KNew |
$11.9M - $14.7M
|
308K
$16.9M
|
|
May 19, 2021
Q4 2020
|
Geneos Wealth Management Inc.
|
BUY
|
- |
299K+ 438.86% |
$11.6M - $14.3M
|
368K
$20.2M
|
|
Feb 12, 2021
Q4 2020
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
259K+ 308.18% |
$10M - $12.4M
|
344K
$18.8M
|
|
Feb 12, 2021
Q4 2020
|
M&T Bank Corp
|
BUY
|
- |
243K+ 43.2% |
$9.38M - $11.6M
|
805K
$44.2M
|
|
Jan 27, 2021
Q4 2020
|
Mc Lean Asset Management Corp
|
BUY
|
- |
226KNew |
$8.74M - $10.8M
|
226K
$12.4M
|
|
Feb 16, 2021
Q4 2020
|
Hernani Holdings LLC
Jackson, WY |
BUY
|
- |
212KNew |
$8.19M - $10.1M
|
212K
$11.6M
|
|
Jan 25, 2021
Q4 2020
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
182K+ 86.2% |
$7.03M - $8.69M
|
394K
$21.6M
|
|
Feb 11, 2021
Q4 2020
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
169KNew |
$6.52M - $8.05M
|
169K
$9.26M
|
|
Feb 16, 2021
Q4 2020
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
167KNew |
$6.44M - $7.96M
|
167K
$9.15M
|
|
Feb 09, 2021
Q4 2020
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
162K+ 10.67% |
$6.24M - $7.71M
|
1.68M
$92M
|
|
Feb 04, 2021
Q4 2020
|
Us Bancorp \De\
|
BUY
|
- |
159K+ 4.27% |
$6.14M - $7.59M
|
3.89M
$213M
|
|
Feb 16, 2021
Q4 2020
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
145K+ 97.55% |
$5.6M - $6.93M
|
294K
$16.1M
|
|
Feb 16, 2021
Q4 2020
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
123KNew |
$4.75M - $5.87M
|
123K
$6.74M
|
|
Feb 10, 2021
Q4 2020
|
Financial Advisory Service, Inc.
|
BUY
|
- |
114K+ 29.28% |
$4.4M - $5.44M
|
504K
$27.6M
|
|
Feb 11, 2021
Q4 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
110K+ 8.86% |
$4.26M - $5.27M
|
1.36M
$74.4M
|
|
Feb 01, 2021
Q4 2020
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
108K+ 28.65% |
$4.15M - $5.13M
|
483K
$26.5M
|
|
Jan 28, 2021
Q4 2020
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
106KNew |
$4.1M - $5.07M
|
106K
$5.83M
|
|
Feb 19, 2021
Q4 2020
|
Uma Financial Services, Inc.
|
BUY
|
- |
102KNew |
$3.94M - $4.87M
|
102K
$5.6M
|
|
Feb 12, 2021
Q4 2020
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
99.7K+ 2.31% |
$3.85M - $4.76M
|
4.41M
$242M
|
|
Feb 09, 2021
Q4 2020
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
89.4KNew |
$3.45M - $4.27M
|
89.4K
$4.91M
|
|
Feb 16, 2021
Q4 2020
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
87.7KNew |
$3.39M - $4.19M
|
87.7K
$4.81M
|
|
Jan 25, 2021
Q4 2020
|
Janney Montgomery Scott LLC
|
BUY
|
- |
82.6K+ 765.16% |
$3.19M - $3.94M
|
93.4K
$5.13M
|
|
Feb 08, 2021
Q4 2020
|
F Dx Advisors, Inc.
|
BUY
|
- |
77.1K+ 83.94% |
$2.98M - $3.68M
|
169K
$9.27M
|
|
Feb 05, 2021
Q4 2020
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
76.3K+ 58.65% |
$2.94M - $3.64M
|
206K
$11.3M
|
|
Feb 01, 2021
Q4 2020
|
Ae Wealth Management LLC
|
BUY
|
- |
74.4K+ 5.92% |
$2.87M - $3.55M
|
1.33M
$73.1M
|
|
Feb 12, 2021
Q4 2020
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
66.8KNew |
$2.58M - $3.19M
|
66.8K
$3.67M
|
|
Feb 09, 2021
Q4 2020
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
65.1K+ 667.93% |
$2.51M - $3.11M
|
74.8K
$4.11M
|
|
Feb 16, 2021
Q4 2020
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
64.1KNew |
$2.47M - $3.06M
|
64.1K
$3.52M
|
|
Jan 25, 2021
Q4 2020
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
59.5KNew |
$2.3M - $2.84M
|
59.5K
$3.26M
|
|
Feb 09, 2021
Q4 2020
|
Sawtooth Solutions, LLC
|
BUY
|
- |
57.5K+ 4.28% |
$2.22M - $2.75M
|
1.4M
$76.9M
|
|
Feb 12, 2021
Q4 2020
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
57.3K+ 15.12% |
$2.21M - $2.74M
|
437K
$24M
|
|
Feb 10, 2021
Q4 2020
|
Dubuque Bank & Trust CO
|
BUY
|
- |
49.3K+ 18.52% |
$1.9M - $2.35M
|
315K
$17.3M
|
|
Feb 10, 2021
Q4 2020
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
48.5K+ 33.94% |
$1.87M - $2.32M
|
192K
$10.5M
|
|
Jan 26, 2021
Q4 2020
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
40.4KNew |
$1.56M - $1.93M
|
40.4K
$2.22M
|
|
Feb 12, 2021
Q4 2020
|
Collective Family Office LLC
|
BUY
|
- |
36.8KNew |
$1.42M - $1.76M
|
36.8K
$2.02M
|
|
Feb 16, 2021
Q4 2020
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
35.1K+ 34.92% |
$1.35M - $1.67M
|
136K
$7.43M
|
|
Feb 10, 2021
Q4 2020
|
May Tech Global Investments, LLC
New York, NY |
BUY
|
- |
35KNew |
$1.35M - $1.67M
|
35K
$1.92M
|
|
Feb 12, 2021
Q4 2020
|
Brown Advisory Inc
|
BUY
|
- |
33.6K+ 196.31% |
$1.3M - $1.6M
|
50.7K
$2.78M
|
|
Feb 10, 2021
Q4 2020
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
33.3K+ 4.23% |
$1.28M - $1.59M
|
821K
$45M
|
|
Jan 22, 2021
Q4 2020
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
33.2KNew |
$1.28M - $1.58M
|
33.2K
$1.82M
|
|
Feb 17, 2021
Q4 2020
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
32.6K+ 20.7% |
$1.26M - $1.55M
|
190K
$10.4M
|