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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2021
Q4 2020
|
Kestra Advisory Services, LLC
|
BUY
|
- |
101+ 0.35% |
$3.9K - $4.82K
|
29.1K
$1.59M
|
|
|
Feb 05, 2021
Q4 2020
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
72+ 3.91% |
$2.78K - $3.44K
|
1.91K
$105K
|
|
|
Feb 08, 2021
Q4 2020
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
72+ 0.7% |
$2.78K - $3.44K
|
10.3K
$567K
|
|
|
Jan 15, 2021
Q4 2020
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
69+ 0.58% |
$2.66K - $3.29K
|
11.9K
$652K
|
|
|
Feb 10, 2021
Q4 2020
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
58New |
$2.24K - $2.77K
|
58
$3.18K
|
|
|
Feb 02, 2021
Q4 2020
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
53+ 0.27% |
$2.05K - $2.53K
|
19.4K
$1.06M
|
|
|
Mar 02, 2021
Q4 2020
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
51New |
$1.97K - $2.43K
|
51
$2.8K
|
|
|
Feb 22, 2021
Q4 2020
|
Retirement Group, LLC
|
BUY
|
- |
50+ 50.0% |
$1.93K - $2.39K
|
150
$8.23K
|
|
|
Jan 25, 2021
Q4 2020
|
Ifp Advisors, Inc
|
BUY
|
- |
44+ 1.76% |
$1.7K - $2.1K
|
2.55K
$140K
|
|
|
Jan 26, 2021
Q4 2020
|
Allworth Financial LP
|
BUY
|
- |
43+ 0.9% |
$1.66K - $2.05K
|
4.8K
$263K
|
|
|
Mar 08, 2021
Q4 2020
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
41+ 0.67% |
$1.58K - $1.96K
|
6.16K
$338K
|
|
|
Feb 17, 2021
Q4 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
31+ 0.3% |
$1.2K - $1.48K
|
10.5K
$575K
|
|
|
Jan 27, 2021
Q4 2020
|
Accel Wealth Management
|
BUY
|
- |
30New |
$1.16K - $1.43K
|
30
$1.65K
|
|
|
Feb 03, 2021
Q4 2020
|
Focused Wealth Management, Inc
|
BUY
|
- |
24New |
$927 - $1.15K
|
24
$1.32K
|
|
|
Feb 05, 2021
Q4 2020
|
Ballast Advisors LLC
|
BUY
|
- |
12+ 0.5% |
$463 - $573
|
2.43K
$133K
|
|
|
Jan 14, 2021
Q4 2020
|
Powell Investment Advisors, LLC
|
BUY
|
- |
9+ 1.4% |
$347 - $429
|
650
$35.7K
|
|
|
Mar 04, 2021
Q4 2020
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
6+ 0.04% |
$232 - $286
|
15.2K
$832K
|
|
|
Jan 15, 2021
Q4 2020
|
Cva Family Office, LLC
|
BUY
|
- |
4+ 1.28% |
$154 - $191
|
316
$17.3K
|
|
|
Jan 26, 2021
Q4 2020
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2+ 0.11% |
$77.2 - $95.4
|
1.9K
$104K
|
|
|
Feb 10, 2021
Q4 2020
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
2+ 1.79% |
$77.2 - $95.4
|
114
$6.25K
|
|
|
Feb 02, 2021
Q4 2020
|
Parallel Advisors, LLC
|
BUY
|
- |
2+ 1.17% |
$77.2 - $95.4
|
173
$9.49K
|
|
|
Feb 03, 2021
Q4 2020
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
2+ 1.19% |
$77.2 - $95.4
|
170
$9.33K
|
|
|
Feb 09, 2021
Q4 2020
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jan 26, 2021
Q4 2020
|
Clean Yield Group
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1- -0.0% |
$38.6 - $47.7
|
63K
$3.46M
|
|
|
Jan 28, 2021
Q4 2020
|
Wealth Architects, LLC
|
SELL
|
- |
-12- 0.12% |
$463 - $573
|
9.72K
$533K
|
|
|
Feb 08, 2021
Q4 2020
|
Wrapmanager Inc
|
SELL
|
- |
-19- 0.37% |
$734 - $907
|
5.13K
$281K
|
|
|
Feb 10, 2021
Q4 2020
|
Assetmark, Inc
|
SELL
|
- |
-20- 0.7% |
$772 - $954
|
2.82K
$155K
|
|
|
Jan 19, 2021
Q4 2020
|
Autus Asset Management, LLC
|
SELL
|
- |
-20- 0.24% |
$772 - $954
|
8.46K
$464K
|
|
|
Jan 15, 2021
Q4 2020
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-30- 2.27% |
$1.16K - $1.43K
|
1.29K
$70.7K
|
|
|
Feb 16, 2021
Q4 2020
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-41- 0.17% |
$1.58K - $1.96K
|
24.2K
$1.33M
|
|
|
Feb 05, 2021
Q4 2020
|
Horan Securities, Inc.
|
SELL
|
- |
-53Closed |
$2.05K - $2.53K
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Gfs Advisors, LLC
|
SELL
|
- |
-58- 0.31% |
$2.24K - $2.77K
|
18.6K
$1.02M
|
|
|
Feb 17, 2021
Q4 2020
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-61- 0.75% |
$2.36K - $2.91K
|
8.06K
$442K
|
|
|
Feb 11, 2021
Q4 2020
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-61- 16.09% |
$2.36K - $2.91K
|
318
$17.4K
|
|
|
Feb 11, 2021
Q4 2020
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-67- 0.24% |
$2.59K - $3.2K
|
27.9K
$1.53M
|
|
|
Feb 03, 2021
Q4 2020
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-70- 4.15% |
$2.7K - $3.34K
|
1.62K
$88.8K
|
|
|
Feb 04, 2021
Q4 2020
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-71- 1.13% |
$2.74K - $3.39K
|
6.24K
$342K
|
|
|
Feb 16, 2021
Q4 2020
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-75- 2.93% |
$2.9K - $3.58K
|
2.49K
$136K
|
|
|
Feb 08, 2021
Q4 2020
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-87- 0.13% |
$3.36K - $4.15K
|
65.4K
$3.59M
|
|
|
Feb 12, 2021
Q4 2020
|
F3 Logic, LLC
|
SELL
|
- |
-89Closed |
$3.44K - $4.25K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-90- 0.81% |
$3.47K - $4.29K
|
11.1K
$607K
|
|
|
Feb 16, 2021
Q4 2020
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-92Closed |
$3.55K - $4.39K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-101- 10.51% |
$3.9K - $4.82K
|
860
$47.2K
|
|
|
Jan 21, 2021
Q4 2020
|
Bcs Wealth Management
|
SELL
|
- |
-132- 2.22% |
$5.1K - $6.3K
|
5.8K
$318K
|
|
|
Jan 13, 2021
Q4 2020
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-140- 1.92% |
$5.41K - $6.68K
|
7.14K
$392K
|
|
|
Jan 21, 2021
Q4 2020
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-168- 2.67% |
$6.49K - $8.02K
|
6.12K
$335K
|
|
|
Aug 30, 2024
Q4 2020
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-200- 2.5% |
$7.72K - $9.54K
|
7.8K
$428K
|
|
|
Jan 12, 2021
Q4 2020
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-210- 1.33% |
$8.11K - $10K
|
15.6K
$853K
|
|
|
Feb 09, 2021
Q4 2020
|
Keybank National Association
|
SELL
|
- |
-274- 1.61% |
$10.6K - $13.1K
|
16.8K
$921K
|