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
Cary Street Partners Investment Advisory LLC

Richmond, VA
SELL
 -
-4.29K
Closed
$166K - $205K
0 $0
Feb 11, 2021 Q4 2020
Nicholas Hoffman & Company, Llc.

Atlanta, GA
SELL
 -
-4.78K
- 11.82%
$184K - $228K
35.6K $1.95M
Apr 01, 2021 Q4 2020
Private Advisor Group, LLC

SELL
 -
-4.98K
- 47.48%
$192K - $238K
5.51K $302K
Jan 14, 2021 Q4 2020
Loring Wolcott & Coolidge Fiduciary Advisors LLP

SELL
 -
-5K
Closed
$193K - $238K
0 $0
Feb 12, 2021 Q4 2020
Atria Investments LLC

Charlotte, NC
SELL
 -
-5.33K
- 4.76%
$206K - $254K
107K $5.84M
Feb 16, 2021 Q4 2020
American Financial Advisors, LLC

SELL
 -
-5.45K
- 9.73%
$210K - $260K
50.6K $2.77M
Jan 21, 2021 Q4 2020
Interactive Financial Advisors

Chicago, IL
SELL
 -
-5.84K
- 3.12%
$225K - $279K
181K $9.96M
Jan 19, 2021 Q4 2020
Tap Consulting, LLC

SELL
 -
-6.2K
- 29.26%
$239K - $296K
15K $822K
Feb 10, 2021 Q4 2020
Franklin Resources Inc

San Mateo, CA
SELL
 -
-6.39K
- 2.51%
$247K - $305K
249K $13.6M
Jan 14, 2021 Q4 2020
Waller Financial Planning Group, Inc

SELL
 -
-6.42K
- 4.29%
$248K - $306K
143K $7.86M
Feb 16, 2021 Q4 2020
Glenmede Trust CO Na

Philadelphia, PA
SELL
 -
-6.99K
- 16.9%
$270K - $334K
34.4K $1.89M
Jan 28, 2021 Q4 2020
Bridgeworth, LLC

Birmingham, AL
SELL
 -
-7.11K
Closed
$274K - $339K
0 $0
Jan 28, 2021 Q4 2020
Dowling & Yahnke LLC

San Diego, CA
SELL
 -
-7.7K
- 10.64%
$297K - $367K
64.6K $3.55M
Jan 19, 2021 Q4 2020
Miracle Mile Advisors, LLC

SELL
 -
-7.78K
Closed
$301K - $371K
0 $0
Jan 20, 2021 Q4 2020
Park Avenue Securities LLC

SELL
 -
-8.04K
- 1.98%
$310K - $383K
398K $21.8M
Feb 08, 2021 Q4 2020
Wakefield Asset Management Lllp

Englewood, CO
SELL
 -
-9.05K
- 3.12%
$349K - $432K
281K $15.4M
Jan 12, 2021 Q4 2020
City Holding CO

SELL
 -
-10K
Closed
$386K - $477K
0 $0
Feb 10, 2021 Q4 2020
9258 Wealth Management, LLC

SELL
 -
-11.1K
- 68.12%
$430K - $532K
5.22K $286K
Jan 22, 2021 Q4 2020
Avantax Advisory Services, Inc.

SELL
 -
-11.8K
- 43.95%
$456K - $564K
15.1K $826K
Feb 16, 2021 Q4 2020
Fifth Third Bancorp

SELL
 -
-12.2K
- 2.04%
$471K - $582K
585K $32.1M
Jan 11, 2021 Q4 2020
Ma Private Wealth

SELL
 -
-13.3K
- 50.84%
$512K - $633K
12.8K $704K
Jan 14, 2021 Q4 2020
Larson Financial Group LLC

SELL
 -
-14K
- 17.89%
$541K - $669K
64.4K $3.53M
Feb 12, 2021 Q4 2020
Clear Creek Financial Management, LLC

SELL
 -
-14.7K
Closed
$567K - $701K
0 $0
Feb 11, 2021 Q4 2020
Trexquant Investment LP

Stamford, CT
SELL
 -
-15.1K
Closed
$583K - $720K
0 $0
Feb 11, 2021 Q4 2020
Gilbert & Cook, Inc.

SELL
 -
-15.9K
- 20.48%
$613K - $758K
61.7K $3.38M
Feb 04, 2021 Q4 2020
Cambridge Investment Research Advisors, Inc.

SELL
 -
-16.4K
- 14.96%
$633K - $782K
93.2K $5.11M
Feb 02, 2021 Q4 2020
Hapanowicz & Associates Financial Services, Inc

SELL
 -
-18.1K
- 6.4%
$698K - $863K
264K $14.5M
Feb 08, 2021 Q4 2020
Principal Financial Group Inc

Des Moines, IA
SELL
 -
-20.4K
- 11.86%
$786K - $972K
151K $8.3M
Feb 08, 2021 Q4 2020
Alliancebernstein L.P.

New York, NY
SELL
 -
-21.8K
- 0.65%
$841K - $1.04M
3.33M $183M
Mar 22, 2023 Q4 2020
American Portfolios Advisors

Holbrook, NY
SELL
 -
-22.2K
- 69.07%
$858K - $1.06M
9.96K $546K
Feb 10, 2021 Q4 2020
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-25.8K
- 21.33%
$994K - $1.23M
95K $5.21M
Feb 12, 2021 Q4 2020
Stifel Financial Corp

St. Louis, MO
SELL
 -
-28.3K
- 35.0%
$1.09M - $1.35M
52.5K $2.88M
Jan 25, 2021 Q4 2020
Leith Wheeler Investment Counsel Ltd.

SELL
 -
-28.7K
Closed
$1.11M - $1.37M
0 $0
Feb 10, 2021 Q4 2020
Keel Point, LLC

Huntsville, AL
SELL
 -
-32.9K
Closed
$1.27M - $1.57M
0 $0
Feb 10, 2021 Q4 2020
Alesco Advisors LLC

Pittsford, NY
SELL
 -
-33.6K
- 2.27%
$1.3M - $1.6M
1.45M $79.3M
Feb 02, 2021 Q4 2020
Efficient Advisors, LLC

SELL
 -
-35.4K
- 7.47%
$1.37M - $1.69M
438K $24M
Feb 12, 2021 Q4 2020
Northwestern Mutual Wealth Management CO

SELL
 -
-37K
- 16.59%
$1.43M - $1.76M
186K $10.2M
Feb 05, 2021 Q4 2020
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
SELL
 -
-40.2K
Closed
$1.55M - $1.92M
0 $0
Feb 12, 2021 Q4 2020
Scs Capital Management LLC

Boston, MA
SELL
 -
-44K
- 4.76%
$1.7M - $2.1M
881K $48.3M
Feb 08, 2021 Q4 2020
North Rock Partners, LLC

SELL
 -
-44.6K
- 10.93%
$1.72M - $2.13M
363K $19.9M
Jan 19, 2021 Q4 2020
Unison Advisors LLC

SELL
 -
-54.3K
- 54.46%
$2.1M - $2.59M
45.4K $2.49M
Feb 10, 2021 Q4 2020
Deseret Mutual Benefit Administrators

SELL
 -
-60K
Closed
$2.32M - $2.86M
0 $0
Feb 11, 2021 Q4 2020
Exencial Wealth Advisors, LLC

Oklahoma City, OK
SELL
 -
-64.9K
- 11.69%
$2.51M - $3.1M
490K $26.9M
Feb 01, 2021 Q4 2020
Aspiriant, LLC

SELL
 -
-74.1K
- 6.66%
$2.86M - $3.54M
1.04M $56.9M
Jan 22, 2021 Q4 2020
Relaxing Retirement Coach

SELL
 -
-74.7K
- 83.55%
$2.88M - $3.56M
14.7K $807K
Feb 16, 2021 Q4 2020
Wilshire Advisors LLC

Santa Monica, CA
SELL
 -
-85K
- 41.12%
$3.28M - $4.06M
122K $6.68M
Feb 16, 2021 Q4 2020
Ken Griffin Citadel Advisors LLC | Chicago, Il
SELL
 -
-89.6K
- 66.58%
$3.46M - $4.28M
45K $2.47M
Feb 12, 2021 Q4 2020
American Century Companies Inc

Kansas City, MO
SELL
 -
-95.6K
- 17.61%
$3.69M - $4.56M
447K $24.5M
Jan 26, 2021 Q4 2020
Fiduciary Trust CO

Boston, MA
SELL
 -
-102K
- 49.6%
$3.94M - $4.87M
104K $5.69M

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