Purchases and Sales Made in Q3 2021 in Msci Eafe Value ETF (EFV)
This table provides information about the institutional ownership of Msci Eafe Value ETF (EFV) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 16, 2021
Q3 2021
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
8.8KNew |
$438K - $466K
|
8.8K
$488K
|
|
|
Nov 12, 2021
Q3 2021
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
8.29K+ 12.92% |
$413K - $439K
|
72.5K
$4.02M
|
|
|
Nov 12, 2021
Q3 2021
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
8.28K+ 5.13% |
$412K - $439K
|
170K
$9.39M
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
8.2K+ 4.25% |
$408K - $435K
|
201K
$11.1M
|
|
|
Nov 02, 2021
Q3 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
8.18K+ 12.0% |
$408K - $434K
|
76.4K
$4.23M
|
|
|
Oct 21, 2021
Q3 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
8.16KNew |
$407K - $433K
|
8.16K
$452K
|
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
8.15K+ 2.98% |
$406K - $432K
|
282K
$15.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
8.08KNew |
$403K - $428K
|
8.08K
$448K
|
|
|
Oct 20, 2021
Q3 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
7.95K+ 14.57% |
$396K - $421K
|
62.5K
$3.46M
|
|
|
Nov 12, 2021
Q3 2021
|
Covenant Partners, LLC
|
BUY
|
- |
7.61K+ 2.32% |
$379K - $403K
|
336K
$18.6M
|
|
|
Oct 27, 2021
Q3 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
7.58K+ 23.43% |
$377K - $402K
|
39.9K
$2.21M
|
|
|
Nov 15, 2021
Q3 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
7.56KNew |
$377K - $401K
|
7.56K
$419K
|
|
|
Oct 26, 2021
Q3 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
7.34K+ 10.26% |
$365K - $389K
|
78.9K
$4.37M
|
|
|
Nov 04, 2021
Q3 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
7.09K+ 14.51% |
$353K - $375K
|
55.9K
$3.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
7.05KNew |
$351K - $374K
|
7.05K
$391K
|
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
7.02K+ 35.45% |
$349K - $372K
|
26.8K
$1.49M
|
|
|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6.91K+ 5.45% |
$344K - $366K
|
134K
$7.4M
|
|
|
Oct 18, 2021
Q3 2021
|
One Advisory Partners, LLC
|
BUY
|
- |
6.83K+ 2.83% |
$340K - $362K
|
248K
$13.7M
|
|
|
Nov 01, 2021
Q3 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
6.69KNew |
$333K - $354K
|
6.69K
$371K
|
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
6.43K+ 7.42% |
$320K - $341K
|
93K
$5.16M
|
|
|
Nov 02, 2021
Q3 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
6.42K+ 16.31% |
$320K - $340K
|
45.8K
$2.54M
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
6.42K+ 132.13% |
$319K - $340K
|
11.3K
$624K
|
|
|
Oct 18, 2021
Q3 2021
|
Tri Star Advisors Inc.
|
BUY
|
- |
5.94K+ 2.32% |
$296K - $315K
|
262K
$14.5M
|
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
5.75KNew |
$286K - $305K
|
5.75K
$318K
|
|
|
Nov 02, 2021
Q3 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
5.75KNew |
$286K - $305K
|
5.75K
$318K
|
|
|
Nov 15, 2021
Q3 2021
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.7KNew |
$284K - $302K
|
5.7K
$316K
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
5.69K+ 22.44% |
$284K - $302K
|
31.1K
$1.72M
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.58K+ 111.56% |
$278K - $296K
|
10.6K
$586K
|
|
|
Nov 15, 2021
Q3 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
5.56KNew |
$277K - $295K
|
5.56K
$308K
|
|
|
Nov 12, 2021
Q3 2021
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
5.51K+ 2.37% |
$274K - $292K
|
238K
$13.2M
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.49K+ 4.87% |
$273K - $291K
|
118K
$6.55M
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Cs Group, LLC
|
BUY
|
- |
5.41KNew |
$269K - $286K
|
5.41K
$299K
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.35K+ 3.61% |
$266K - $283K
|
153K
$8.5M
|
|
|
Oct 28, 2021
Q3 2021
|
Amg National Trust Bank
|
BUY
|
- |
5.32K+ 14.68% |
$265K - $282K
|
41.5K
$2.3M
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5.32K+ 7.76% |
$265K - $282K
|
73.8K
$4.09M
|
|
|
Oct 28, 2021
Q3 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
5.28K+ 19.69% |
$263K - $280K
|
32.1K
$1.78M
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5.26K+ 16.49% |
$262K - $279K
|
37.2K
$2.06M
|
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
5.15K+ 3.82% |
$256K - $273K
|
140K
$7.76M
|
|
|
Nov 12, 2021
Q3 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
5.11KNew |
$254K - $271K
|
5.11K
$283K
|
|
|
Nov 03, 2021
Q3 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
5.11KNew |
$254K - $271K
|
5.11K
$283K
|
|
|
Nov 12, 2021
Q3 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
5.08KNew |
$253K - $269K
|
5.08K
$281K
|
|
|
Oct 26, 2021
Q3 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.95KNew |
$247K - $262K
|
4.95K
$274K
|
|
|
Oct 13, 2021
Q3 2021
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
4.86K+ 3.26% |
$242K - $258K
|
154K
$8.53M
|
|
|
Oct 12, 2021
Q3 2021
|
Carlson Capital Management
|
BUY
|
- |
4.77K+ 2.06% |
$237K - $253K
|
236K
$13.1M
|
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
BUY
|
- |
4.7K+ 80.69% |
$234K - $249K
|
10.5K
$583K
|
|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.62K+ 17.49% |
$230K - $245K
|
31K
$1.72M
|
|
|
Nov 01, 2021
Q3 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
4.59KNew |
$229K - $243K
|
4.59K
$254K
|
|
|
Oct 20, 2021
Q3 2021
|
Integrated Capital Management, Inc.
|
BUY
|
- |
4.4K+ 3.91% |
$219K - $233K
|
117K
$6.49M
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.38K+ 28.62% |
$218K - $232K
|
19.7K
$1.09M
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.34K+ 3.52% |
$216K - $230K
|
128K
$7.08M
|