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 16, 2021 Q4 2020
Colony Group LLC

Boston, MA
BUY
 -
845
+ 8.42%
$32.6K - $40.3K
10.9K $597K
Jan 22, 2021 Q4 2020
Evanson Asset Management, LLC

BUY
 -
842
+ 7.71%
$32.5K - $40.2K
11.8K $645K
Feb 09, 2021 Q4 2020
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
757
+ 7.89%
$29.2K - $36.1K
10.4K $568K
Feb 16, 2021 Q4 2020
R Pg Family Wealth Advisory, LLC

Burlington, MA
BUY
 -
754
+ 1.83%
$29.1K - $36K
42K $2.31M
Oct 13, 2022 Q4 2020
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
717
+ 7.71%
$27.7K - $34.2K
10K $550K
Feb 09, 2021 Q4 2020
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
717
+ 7.71%
$27.7K - $34.2K
10K $550K
Feb 09, 2021 Q4 2020
Bank Of New York Mellon Corp

New York, NY
BUY
 -
702
+ 1.18%
$27.1K - $33.5K
60.2K $3.3M
Jan 21, 2021 Q4 2020
Altfest L J & CO Inc

BUY
 -
635
+ 5.64%
$24.5K - $30.3K
11.9K $653K
Feb 09, 2021 Q4 2020
Meeder Asset Management Inc

BUY
 -
546
+ 423.26%
$21.1K - $26.1K
675 $37K
Feb 08, 2021 Q4 2020
Mcmillion Capital Management Inc

BUY
 -
540
New
$20.8K - $25.8K
540 $29.6K
Feb 12, 2021 Q4 2020
Tobias Financial Advisors, Inc.

Plantation, FL
BUY
 -
524
+ 3.14%
$20.2K - $25K
17.2K $945K
Jan 22, 2021 Q4 2020
Sol Capital Management CO

BUY
 -
510
+ 0.79%
$19.7K - $24.3K
65.3K $3.58M
Feb 12, 2021 Q4 2020
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
474
+ 6.79%
$18.3K - $22.6K
7.46K $409K
Feb 09, 2021 Q4 2020
Commerce Bank

Kansas City, MO
BUY
 -
470
+ 1.09%
$18.1K - $22.4K
43.7K $2.4M
Feb 16, 2021 Q4 2020
Deutsche Bank Ag\

Frankfurt Am Main, 2M
BUY
 -
450
+ 6.96%
$17.4K - $21.5K
6.91K $379K
Feb 09, 2021 Q4 2020
Wealthquest Corp

Cincinnati, OH
BUY
 -
437
+ 5.49%
$16.9K - $20.9K
8.39K $460K
Feb 10, 2021 Q4 2020
Brr Op Co, LLC

BUY
 -
404
+ 2.17%
$15.6K - $19.3K
19K $1.04M
Feb 16, 2021 Q4 2020
Ade, LLC

BUY
 -
371
New
$14.3K - $17.7K
371 $20.4K
Feb 25, 2021 Q4 2020
Field & Main Bank

BUY
 -
365
New
$14.1K - $17.4K
365 $20K
May 17, 2021 Q4 2020
Money Concepts Capital Corp

BUY
 -
338
New
$13.1K - $16.1K
338 $18.5K
Jan 29, 2021 Q4 2020
Key F Inancial Inc

BUY
 -
324
+ 5.75%
$12.5K - $15.5K
5.96K $327K
Feb 09, 2021 Q4 2020
Equitable Holdings, Inc.

New York, NY
BUY
 -
323
+ 1.57%
$12.5K - $15.4K
20.8K $1.14M
Jan 09, 2024 Q4 2020
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
312
+ 1114.29%
$12K - $14.9K
340 $18.7K
Feb 12, 2021 Q4 2020
Integrated Wealth Concepts LLC

BUY
 -
297
+ 5.15%
$11.5K - $14.2K
6.06K $333K
Jan 08, 2021 Q4 2020
Creative Financial Designs Inc

BUY
 -
295
+ 200.68%
$11.4K - $14.1K
442 $24.2K
Jan 02, 2024 Q4 2020
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
279
+ 21.63%
$10.8K - $13.3K
1.57K $86.1K
Jan 12, 2021 Q4 2020
First Hawaiian Bank

BUY
 -
277
+ 4.52%
$10.7K - $13.2K
6.41K $352K
Feb 12, 2021 Q4 2020
Charter Oak Capital Management, LLC

BUY
 -
234
New
$9.03K - $11.2K
234 $12.8K
Feb 16, 2021 Q4 2020
Captrust Financial Advisors

Raleigh, NC
BUY
 -
233
+ 26.42%
$9K - $11.1K
1.12K $61.2K
Feb 11, 2021 Q4 2020
Bison Wealth, LLC

BUY
 -
210
New
$8.11K - $10K
210 $11.5K
Feb 10, 2021 Q4 2020
Signet Financial Management, LLC

Parsippany, NJ
BUY
 -
209
+ 3.94%
$8.07K - $9.97K
5.52K $303K
Jan 26, 2021 Q4 2020
Private Capital Group, LLC

BUY
 -
209
New
$8.07K - $9.97K
209 $11.5K
Feb 08, 2021 Q4 2020
Jacobi Capital Management LLC

BUY
 -
207
New
$7.99K - $9.88K
207 $11.4K
Feb 16, 2021 Q4 2020
Freestone Capital Holdings, LLC

Seattle, WA
BUY
 -
205
+ 11.46%
$7.92K - $9.78K
1.99K $109K
Jan 29, 2021 Q4 2020
Bellwether Advisors, LLC

BUY
 -
205
New
$7.92K - $9.78K
205 $11.2K
Aug 13, 2024 Q4 2020
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
200
+ 26.67%
$7.72K - $9.54K
950 $52.1K
Jan 19, 2021 Q4 2020
Mission Wealth Management, LP

BUY
 -
193
+ 2.58%
$7.45K - $9.21K
7.66K $420K
Feb 03, 2021 Q4 2020
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
185
New
$7.14K - $8.83K
185 $10.1K
Feb 18, 2021 Q4 2020
Safeguard Investment Advisory Group, LLC

BUY
 -
181
New
$6.99K - $8.64K
181 $9.93K
Feb 16, 2021 Q4 2020
Prudential Financial Inc

Newark, NJ
BUY
 -
178
+ 3.23%
$6.87K - $8.49K
5.69K $312K
Feb 10, 2021 Q4 2020
Stephens Inc

BUY
 -
173
+ 0.95%
$6.68K - $8.26K
18.3K $1M
Feb 12, 2021 Q4 2020
Inspire Advisors, LLC

Meridian, ID
BUY
 -
171
New
$6.6K - $8.16K
171 $9.38K
Feb 03, 2021 Q4 2020
Syverson Strege & CO

West Des Moines, IA
BUY
 -
166
New
$6.41K - $7.92K
166 $9.11K
Jan 22, 2021 Q4 2020
Rocky Mountain Advisers, LLC

BUY
 -
145
+ 329.55%
$5.6K - $6.92K
189 $10.4K
Jan 20, 2021 Q4 2020
Family Firm, Inc.

BUY
 -
126
+ 1.39%
$4.86K - $6.01K
9.21K $505K
Feb 02, 2021 Q4 2020
Simplex Trading, LLC

BUY
 -
115
+ 14.37%
$4.44K - $5.49K
915 $50.2K
Feb 11, 2021 Q4 2020
Signaturefd, LLC

Atlanta, GA
BUY
 -
111
New
$4.29K - $5.3K
111 $6.09K
Feb 04, 2021 Q4 2020
Fragasso Group Inc.

Pittsburgh, PA
BUY
 -
110
+ 1.29%
$4.25K - $5.25K
8.61K $473K
Jan 13, 2021 Q4 2020
Global Retirement Partners, LLC

BUY
 -
108
+ 2.4%
$4.17K - $5.15K
4.6K $252K

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