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
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-282- 0.72% |
$10.9K - $13.5K
|
38.9K
$2.13M
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-303Closed |
$11.7K - $14.5K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-328- 0.38% |
$12.7K - $15.7K
|
85.7K
$4.7M
|
|
|
Feb 17, 2021
Q4 2020
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-356- 4.83% |
$13.7K - $17K
|
7.01K
$385K
|
|
|
Feb 12, 2021
Q4 2020
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-385- 3.9% |
$14.9K - $18.4K
|
9.5K
$521K
|
|
|
Jan 25, 2021
Q4 2020
|
Jnba Financial Advisors
|
SELL
|
- |
-425- 37.81% |
$16.4K - $20.3K
|
699
$38.3K
|
|
|
May 17, 2021
Q4 2020
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-479- 0.39% |
$18.5K - $22.9K
|
122K
$6.72M
|
|
|
Jan 12, 2021
Q4 2020
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-487- 1.48% |
$18.8K - $23.2K
|
32.4K
$1.78M
|
|
|
Feb 02, 2021
Q4 2020
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-493- 9.7% |
$19K - $23.5K
|
4.59K
$252K
|
|
|
Feb 08, 2021
Q4 2020
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-568- 3.06% |
$21.9K - $27.1K
|
18K
$986K
|
|
|
Feb 16, 2021
Q4 2020
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-677- 9.44% |
$26.1K - $32.3K
|
6.49K
$356K
|
|
|
Feb 11, 2021
Q4 2020
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-748- 8.7% |
$28.9K - $35.7K
|
7.85K
$431K
|
|
|
Feb 11, 2021
Q4 2020
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-764- 1.97% |
$29.5K - $36.5K
|
38K
$2.08M
|
|
|
Jan 26, 2021
Q4 2020
|
Hc Financial Advisors Inc
|
SELL
|
- |
-792- 43.95% |
$30.6K - $37.8K
|
1.01K
$55.4K
|
|
|
Feb 04, 2021
Q4 2020
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-854- 0.58% |
$33K - $40.8K
|
147K
$8.04M
|
|
|
Feb 02, 2021
Q4 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-883- 34.85% |
$34.1K - $42.1K
|
1.65K
$90.6K
|
|
|
Jan 27, 2021
Q4 2020
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-993- 5.37% |
$38.3K - $47.4K
|
17.5K
$959K
|
|
|
Feb 05, 2021
Q4 2020
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-1.1K- 5.92% |
$42.5K - $52.5K
|
17.5K
$960K
|
|
|
Feb 12, 2021
Q4 2020
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.18K- 1.68% |
$45.5K - $56.2K
|
68.9K
$3.78M
|
|
|
Jan 13, 2021
Q4 2020
|
Rnc Capital Management LLC
|
SELL
|
- |
-1.25K- 3.53% |
$48.3K - $59.7K
|
34.2K
$1.88M
|
|
|
Jan 13, 2021
Q4 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.35K- 89.54% |
$52.2K - $64.5K
|
158
$8.67K
|
|
|
Feb 16, 2021
Q4 2020
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.37K- 15.57% |
$52.7K - $65.1K
|
7.4K
$406K
|
|
|
Jan 19, 2021
Q4 2020
|
Elm Partners Management LLC
|
SELL
|
- |
-1.41K- 54.05% |
$54.4K - $67.2K
|
1.2K
$65.7K
|
|
|
Feb 17, 2021
Q4 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.43K- 6.94% |
$55.4K - $68.4K
|
19.2K
$1.05M
|
|
|
Feb 16, 2021
Q4 2020
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.5K- 10.44% |
$57.9K - $71.6K
|
12.9K
$706K
|
|
|
Feb 09, 2021
Q4 2020
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-1.5K- 15.57% |
$57.9K - $71.6K
|
8.13K
$446K
|
|
|
Feb 16, 2021
Q4 2020
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.66KClosed |
$64K - $79.1K
|
0
$0
|
|
|
Jan 28, 2021
Q4 2020
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.71KClosed |
$65.9K - $81.4K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Rda Financial Network
|
SELL
|
- |
-1.71K- 2.58% |
$65.9K - $81.5K
|
64.5K
$3.54M
|
|
|
Feb 16, 2021
Q4 2020
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.73K- 6.63% |
$66.8K - $82.6K
|
24.4K
$1.34M
|
|
|
Feb 11, 2021
Q4 2020
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-1.81K- 2.58% |
$70K - $86.5K
|
68.5K
$3.76M
|
|
|
Feb 10, 2021
Q4 2020
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.83K- 6.54% |
$70.8K - $87.5K
|
26.2K
$1.44M
|
|
|
Apr 19, 2022
Q4 2020
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-1.91K- 2.7% |
$73.8K - $91.2K
|
68.9K
$3.78M
|
|
|
Feb 17, 2021
Q4 2020
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-2.12KClosed |
$81.7K - $101K
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-2.37K- 15.17% |
$91.6K - $113K
|
13.3K
$728K
|
|
|
Jan 15, 2021
Q4 2020
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-2.42K- 33.23% |
$93.6K - $116K
|
4.87K
$267K
|
|
|
Jan 19, 2021
Q4 2020
|
Wambolt & Associates, LLC
|
SELL
|
- |
-2.55K- 10.84% |
$98.5K - $122K
|
21K
$1.15M
|
|
|
Feb 12, 2021
Q4 2020
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.95K- 26.89% |
$114K - $141K
|
8.02K
$440K
|
|
|
Jan 20, 2021
Q4 2020
|
Zhang Financial LLC
|
SELL
|
- |
-3.03K- 2.71% |
$117K - $145K
|
109K
$5.98M
|
|
|
Jan 28, 2021
Q4 2020
|
Comerica Bank
|
SELL
|
- |
-3.16K- 30.51% |
$122K - $151K
|
7.19K
$394K
|
|
|
Jan 11, 2021
Q4 2020
|
Carlson Capital Management
|
SELL
|
- |
-3.33K- 1.36% |
$129K - $159K
|
242K
$13.3M
|
|
|
Feb 11, 2021
Q4 2020
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.51K- 1.37% |
$136K - $168K
|
253K
$13.9M
|
|
|
Jan 13, 2021
Q4 2020
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-3.64K- 5.68% |
$141K - $174K
|
60.5K
$3.32M
|
|
|
Jan 28, 2021
Q4 2020
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.69K- 47.26% |
$143K - $176K
|
4.12K
$226K
|
|
|
Feb 08, 2021
Q4 2020
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-3.83KClosed |
$148K - $183K
|
0
$0
|
|
|
Jan 28, 2021
Q4 2020
|
First American Trust, Fsb
|
SELL
|
- |
-3.93K- 4.09% |
$152K - $187K
|
92K
$5.05M
|
|
|
Feb 16, 2021
Q4 2020
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-3.97K- 0.64% |
$153K - $189K
|
613K
$33.6M
|
|
|
Feb 04, 2021
Q4 2020
|
Neumann Capital Management, LLC
|
SELL
|
- |
-4.08K- 11.07% |
$158K - $195K
|
32.8K
$1.8M
|
|
|
Jan 11, 2021
Q4 2020
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4.22K- 8.83% |
$163K - $201K
|
43.6K
$2.39M
|
|
|
Feb 04, 2021
Q4 2020
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.25K- 35.99% |
$164K - $203K
|
7.56K
$415K
|