Purchases and Sales Made in Q4 2020 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 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
Feb 12, 2021 Q4 2020
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
31.4K
+ 362.85%
$1.21M - $1.5M
40K $2.2M
Aug 16, 2024 Q4 2020
Td Private Client Wealth LLC

New York, NY
BUY
 -
30.1K
+ 145.44%
$1.16M - $1.44M
50.8K $2.79M
Jan 14, 2021 Q4 2020
N.E.W. Advisory Services LLC

BUY
 -
27.4K
+ 11.99%
$1.06M - $1.31M
256K $14M
Jan 21, 2021 Q4 2020
Foster Group, Inc.

BUY
 -
26.9K
New
$1.04M - $1.28M
26.9K $1.48M
Jan 26, 2021 Q4 2020
Garrett Investment Advisors LLC

BUY
 -
25.5K
New
$983K - $1.22M
25.5K $1.4M
Feb 11, 2021 Q4 2020
Valeo Financial Advisors, LLC

BUY
 -
25.1K
+ 1229.13%
$968K - $1.2M
27.1K $1.49M
Jan 27, 2021 Q4 2020
Soundmark Wealth Management, LLC

BUY
 -
25K
New
$965K - $1.19M
25K $1.37M
Mar 10, 2021 Q4 2020
Soa Wealth Advisors, Llc.

BUY
 -
24.6K
New
$948K - $1.17M
24.6K $1.35M
Feb 16, 2021 Q4 2020
Mariner, LLC

Overland Park, KS
BUY
 -
23.8K
+ 24.8%
$920K - $1.14M
120K $6.58M
Feb 05, 2021 Q4 2020
Ifrah Financial Services, Inc.

BUY
 -
22.7K
New
$878K - $1.09M
22.7K $1.25M
Feb 10, 2021 Q4 2020
Covenant Partners, LLC

BUY
 -
21.5K
+ 8.24%
$832K - $1.03M
283K $15.5M
Feb 12, 2021 Q4 2020
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
21.5K
New
$828K - $1.02M
21.5K $1.18M
Feb 11, 2021 Q4 2020
Cerity Partners LLC

New York, NY
BUY
 -
21.1K
New
$813K - $1.01M
21.1K $1.16M
Feb 12, 2021 Q4 2020
Lpl Financial LLC

Fort Mill, SC
BUY
 -
20.9K
+ 4.35%
$805K - $995K
500K $27.4M
Feb 03, 2021 Q4 2020
Savant Capital, LLC

BUY
 -
20.6K
+ 2.32%
$795K - $983K
909K $49.9M
Feb 11, 2021 Q4 2020
Veritable, L.P.

Newtown Square, PA
BUY
 -
18.7K
+ 12.36%
$721K - $891K
170K $9.31M
Feb 05, 2021 Q4 2020
Pitcairn CO

Jenkintown, PA
BUY
 -
18.6K
+ 88.03%
$719K - $888K
39.8K $2.18M
Jan 26, 2021 Q4 2020
Clark Capital Management Group, Inc.

Philadelphia, PA
BUY
 -
17.4K
+ 56.19%
$673K - $832K
48.5K $2.66M
Jan 25, 2021 Q4 2020
Acorn Financial Advisory Services Inc

BUY
 -
17.2K
+ 77.9%
$665K - $821K
39.3K $2.16M
Feb 18, 2021 Q4 2020
Symmetry Partners, LLC

BUY
 -
16.5K
+ 3.8%
$638K - $788K
452K $24.8M
Apr 19, 2024 Q4 2020
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
15.4K
New
$593K - $733K
15.4K $842K
Feb 16, 2021 Q4 2020
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
14.7K
+ 152.36%
$566K - $700K
24.3K $1.33M
Jan 28, 2021 Q4 2020
Btc Capital Management, Inc.

BUY
 -
14.7K
New
$566K - $699K
14.7K $804K
Jan 14, 2021 Q4 2020
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
14.6K
New
$565K - $698K
14.6K $802K
Feb 03, 2021 Q4 2020
Mufg Americas Holdings Corp

BUY
 -
13K
+ 5.91%
$503K - $622K
234K $12.8M
Dec 01, 2022 Q4 2020
Mufg Americas Holdings Corp

BUY
 -
13K
+ 5.91%
$503K - $622K
234K $12.8M
Feb 12, 2021 Q4 2020
Thrive Capital Management, LLC

Fort Washington, PA
BUY
 -
12.1K
New
$468K - $578K
12.1K $665K
Feb 17, 2021 Q4 2020
Tacita Capital Inc

Toronto, A6
BUY
 -
11.8K
New
$457K - $565K
11.8K $649K
Feb 09, 2021 Q4 2020
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
11.7K
New
$451K - $558K
11.7K $641K
Feb 12, 2021 Q4 2020
Bokf, Na

Tulsa, OK
BUY
 -
11.6K
+ 3.26%
$449K - $555K
369K $20.2M
Mar 04, 2021 Q4 2020
Navis Wealth Advisors, LLC

Rye Brook, NY
BUY
 -
11.6K
New
$448K - $553K
11.6K $636K
Feb 12, 2021 Q4 2020
Checchi Capital Advisers, LLC

Beverly Hills, CA
BUY
 -
11.3K
+ 12.73%
$438K - $541K
100K $5.51M
Feb 12, 2021 Q4 2020
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
11.1K
New
$428K - $529K
11.1K $608K
Jan 29, 2021 Q4 2020
Strateg Iq Financial Group, LLC

BUY
 -
10.7K
+ 7.46%
$413K - $511K
154K $8.45M
Feb 11, 2021 Q4 2020
Ubs Group Ag

BUY
 -
9.75K
+ 1.4%
$376K - $465K
708K $38.9M
Mar 05, 2021 Q4 2020
Voya Financial Advisors, Inc.

Windsor, CT
BUY
 -
9.37K
+ 16.33%
$362K - $447K
66.7K $3.66M
Feb 16, 2021 Q4 2020
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
9.17K
+ 131.07%
$354K - $437K
16.2K $887K
Feb 09, 2021 Q4 2020
Fiera Capital Corp

Montreal, A8
BUY
 -
8.95K
+ 60.09%
$346K - $427K
23.8K $1.31M
Jan 29, 2021 Q4 2020
Creative Planning

Overland Park, KS
BUY
 -
8.71K
+ 52.11%
$336K - $415K
25.4K $1.39M
Jan 27, 2021 Q4 2020
High Mark Wealth Management LLC

BUY
 -
8.69K
+ 2.95%
$335K - $415K
303K $16.6M
Feb 18, 2021 Q4 2020
Us Financial Advisors, LLC

Braintree, MA
BUY
 -
8.42K
New
$325K - $402K
8.42K $462K
Feb 09, 2021 Q4 2020
Plancorp, LLC

BUY
 -
7.76K
+ 2.96%
$299K - $370K
269K $14.8M
Feb 11, 2021 Q4 2020
Kalos Management, Inc.

Alpharetta, GA
BUY
 -
7.74K
New
$299K - $369K
7.74K $424K
Feb 12, 2021 Q4 2020
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
7.68K
+ 4.91%
$296K - $366K
164K $8.99M
Feb 12, 2021 Q4 2020
Vontobel Holding Ltd.

BUY
 -
7.45K
New
$288K - $356K
7.45K $409K
Jan 26, 2021 Q4 2020
Leavell Investment Management, Inc.

BUY
 -
7.31K
New
$282K - $349K
7.31K $401K
Feb 11, 2021 Q4 2020
Oppenheimer Asset Management Inc.

New York, NY
BUY
 -
7.06K
New
$273K - $337K
7.06K $387K
Feb 12, 2021 Q4 2020
Qcm Cayman, Ltd.

BUY
 -
6.88K
New
$266K - $328K
6.88K $377K
Feb 01, 2021 Q4 2020
Prosperity Planning, Inc.

BUY
 -
6.73K
New
$260K - $321K
6.73K $369K

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