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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2021
Q4 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.64K+ 4.07% |
$256K - $317K
|
170K
$9.32M
|
|
|
Feb 12, 2021
Q4 2020
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.57K+ 29.88% |
$254K - $314K
|
28.6K
$1.57M
|
|
|
Feb 12, 2021
Q4 2020
|
Oak Family Advisors, LLC
|
BUY
|
- |
6.51KNew |
$251K - $311K
|
6.51K
$357K
|
|
|
Feb 05, 2021
Q4 2020
|
Lincoln National Corp
|
BUY
|
- |
6.4K+ 46.32% |
$247K - $306K
|
20.2K
$1.11M
|
|
|
Feb 12, 2021
Q4 2020
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
6.2K+ 16.83% |
$239K - $296K
|
43K
$2.36M
|
|
|
Feb 04, 2021
Q4 2020
|
Latitude Advisors, LLC
|
BUY
|
- |
5.62KNew |
$217K - $268K
|
5.62K
$308K
|
|
|
Feb 04, 2021
Q4 2020
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
5.57KNew |
$215K - $266K
|
5.57K
$305K
|
|
|
Jan 28, 2021
Q4 2020
|
Northwest Wealth Management, LLC
|
BUY
|
- |
5.46K+ 8.1% |
$211K - $260K
|
72.8K
$3.99M
|
|
|
Jan 29, 2021
Q4 2020
|
Amg National Trust Bank
|
BUY
|
- |
5.43KNew |
$210K - $259K
|
5.43K
$298K
|
|
|
Jan 25, 2021
Q4 2020
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
5.39KNew |
$208K - $257K
|
5.39K
$296K
|
|
|
Jan 26, 2021
Q4 2020
|
Csenge Advisory Group
|
BUY
|
- |
5.27KNew |
$204K - $252K
|
5.27K
$289K
|
|
|
Feb 16, 2021
Q4 2020
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.2K+ 3.89% |
$201K - $248K
|
139K
$7.62M
|
|
|
Feb 17, 2021
Q4 2020
|
Crestone Asset Management LLC
|
BUY
|
- |
5.03KNew |
$194K - $240K
|
5.03K
$276K
|
|
|
Jan 21, 2021
Q4 2020
|
Newman & Schimel, LLC
|
BUY
|
- |
4.99KNew |
$193K - $238K
|
4.99K
$274K
|
|
|
Jan 15, 2021
Q4 2020
|
Moneywise, Inc.
|
BUY
|
- |
4.8KNew |
$185K - $229K
|
4.8K
$263K
|
|
|
Feb 16, 2021
Q4 2020
|
Townsquare Capital LLC
|
BUY
|
- |
4.72K+ 20.9% |
$182K - $225K
|
27.3K
$1.5M
|
|
|
Feb 16, 2021
Q4 2020
|
Wedbush Securities Inc
|
BUY
|
- |
4.7K+ 60.13% |
$182K - $224K
|
12.5K
$687K
|
|
|
Feb 08, 2021
Q4 2020
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.67KNew |
$180K - $223K
|
4.67K
$256K
|
|
|
Feb 09, 2021
Q4 2020
|
Advisory Services Network, LLC
|
BUY
|
- |
4.66K+ 37.4% |
$180K - $222K
|
17.1K
$939K
|
|
|
Feb 18, 2021
Q4 2020
|
Apella Capital, LLC
|
BUY
|
- |
4.57K+ 5.32% |
$176K - $218K
|
90.4K
$4.96M
|
|
|
Feb 08, 2021
Q4 2020
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
4.56KNew |
$176K - $218K
|
4.56K
$250K
|
|
|
Feb 03, 2021
Q4 2020
|
Essex Savings Bank
|
BUY
|
- |
4.45KNew |
$172K - $212K
|
4.45K
$244K
|
|
|
Feb 16, 2021
Q4 2020
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
4.42K+ 4.46% |
$171K - $211K
|
104K
$5.69M
|
|
|
Feb 08, 2021
Q4 2020
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
4.41KNew |
$170K - $210K
|
4.41K
$242K
|
|
|
Feb 12, 2021
Q4 2020
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
4.1K+ 0.26% |
$158K - $195K
|
1.57M
$86M
|
|
|
Jan 15, 2021
Q4 2020
|
Westside Investment Management, Inc.
|
BUY
|
- |
3.98K+ 21.18% |
$153K - $190K
|
22.7K
$1.25M
|
|
|
Feb 05, 2021
Q4 2020
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
3.84K+ 9.26% |
$148K - $183K
|
45.3K
$2.48M
|
|
|
Feb 16, 2021
Q4 2020
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
3.66K+ 18.26% |
$141K - $175K
|
23.7K
$1.3M
|
|
|
Feb 09, 2021
Q4 2020
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.55K+ 22.77% |
$137K - $169K
|
19.1K
$1.05M
|
|
|
Jan 27, 2021
Q4 2020
|
180 Wealth Advisors, LLC
|
BUY
|
- |
3.32K+ 4.86% |
$128K - $158K
|
71.6K
$3.93M
|
|
|
Nov 16, 2023
Q4 2020
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
3.19K+ 4.53% |
$123K - $152K
|
73.6K
$4.04M
|
|
|
Feb 11, 2021
Q4 2020
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
2.73KNew |
$105K - $130K
|
2.73K
$150K
|
|
|
Feb 16, 2021
Q4 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.48KNew |
$95.8K - $118K
|
2.48K
$136K
|
|
|
Feb 04, 2021
Q4 2020
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
2.44K+ 24.94% |
$94.3K - $117K
|
12.2K
$671K
|
|
|
Feb 04, 2021
Q4 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2.36KNew |
$91.2K - $113K
|
2.36K
$130K
|
|
|
Jan 28, 2021
Q4 2020
|
Asset Dedication, LLC
|
BUY
|
- |
2.19K+ 16.76% |
$84.7K - $105K
|
15.3K
$838K
|
|
|
Feb 08, 2021
Q4 2020
|
Ifg Advisory, LLC
|
BUY
|
- |
2.11K+ 23.0% |
$81.3K - $100K
|
11.3K
$618K
|
|
|
Jan 26, 2021
Q4 2020
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
2.02K+ 37.93% |
$78.1K - $96.6K
|
7.36K
$404K
|
|
|
Feb 10, 2021
Q4 2020
|
Firestone Capital Management
|
BUY
|
- |
1.85KNew |
$71.5K - $88.4K
|
1.85K
$102K
|
|
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
BUY
|
- |
1.78K+ 2.87% |
$68.8K - $85K
|
63.9K
$3.5M
|
|
|
Feb 08, 2021
Q4 2020
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.5K+ 13.93% |
$57.9K - $71.6K
|
12.3K
$673K
|
|
|
Feb 04, 2021
Q4 2020
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.39K+ 1.34% |
$53.5K - $66.1K
|
105K
$5.75M
|
|
|
Feb 02, 2021
Q4 2020
|
Girard Partners Ltd.
|
BUY
|
- |
1.2K+ 1.17% |
$46.4K - $57.4K
|
104K
$5.68M
|
|
|
Feb 09, 2021
Q4 2020
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.18K+ 4.8% |
$45.7K - $56.5K
|
25.8K
$1.42M
|
|
|
Feb 10, 2021
Q4 2020
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1.12K+ 867.44% |
$43.2K - $53.4K
|
1.25K
$68.5K
|
|
|
Feb 12, 2021
Q4 2020
|
Prospera Financial Services Inc
|
BUY
|
- |
1.03K+ 22.83% |
$39.7K - $49.1K
|
5.54K
$304K
|
|
|
Feb 11, 2021
Q4 2020
|
First Horizon Advisors, Inc.
|
BUY
|
- |
986New |
$38.1K - $47.1K
|
986
$54.1K
|
|
|
Jan 28, 2021
Q4 2020
|
Madden Advisory Services, Inc.
|
BUY
|
- |
930+ 11.18% |
$35.9K - $44.4K
|
9.25K
$508K
|
|
|
Feb 05, 2021
Q4 2020
|
Hudock, Inc.
|
BUY
|
- |
925New |
$35.7K - $44.1K
|
925
$50.7K
|
|
|
Feb 16, 2021
Q4 2020
|
Concord Wealth Partners
|
BUY
|
- |
859New |
$33.2K - $41K
|
859
$47.1K
|