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 |
|---|---|---|---|---|---|---|---|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
4.33K+ 20.65% |
$216K - $230K
|
25.3K
$1.4M
|
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
BUY
|
- |
4.26K+ 15.34% |
$212K - $226K
|
32K
$1.77M
|
|
|
Oct 14, 2021
Q3 2021
|
Marino, Stram & Associates LLC
|
BUY
|
- |
4.24KNew |
$211K - $225K
|
4.24K
$235K
|
|
|
Nov 15, 2021
Q3 2021
|
Patten Group, Inc.
|
BUY
|
- |
4.23KNew |
$211K - $224K
|
4.23K
$234K
|
|
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
BUY
|
- |
4.18K+ 5101.22% |
$208K - $222K
|
4.27K
$236K
|
|
|
Oct 20, 2021
Q3 2021
|
Northwest Wealth Management, LLC
|
BUY
|
- |
4.18K+ 5.2% |
$208K - $221K
|
84.6K
$4.69M
|
|
|
Oct 13, 2021
Q3 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
4.14KNew |
$206K - $220K
|
4.14K
$230K
|
|
|
Nov 15, 2021
Q3 2021
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
4.04K+ 20.55% |
$201K - $214K
|
23.7K
$1.31M
|
|
|
Oct 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
3.93KNew |
$196K - $208K
|
3.93K
$218K
|
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
3.93K+ 31.67% |
$196K - $208K
|
16.3K
$905K
|
|
|
Oct 06, 2021
Q3 2021
|
Cooper Financial Group
|
BUY
|
- |
3.91K+ 0.93% |
$195K - $207K
|
426K
$23.6M
|
|
|
Oct 29, 2021
Q3 2021
|
True Link Financial Advisors, LLC
|
BUY
|
- |
3.88K+ 112.65% |
$193K - $206K
|
7.33K
$406K
|
|
|
Nov 09, 2021
Q3 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
3.68K+ 3.37% |
$183K - $195K
|
113K
$6.25M
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
3.67K+ 28.85% |
$183K - $194K
|
16.4K
$908K
|
|
|
Nov 04, 2021
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
3.64K+ 8.28% |
$181K - $193K
|
47.6K
$2.64M
|
|
|
Mar 14, 2023
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
3.64K+ 8.28% |
$181K - $193K
|
47.6K
$2.64M
|
|
|
Oct 13, 2021
Q3 2021
|
Flc Capital Advisors
|
BUY
|
- |
3.56K+ 2.38% |
$177K - $189K
|
153K
$8.47M
|
|
|
Oct 20, 2021
Q3 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
3.53K+ 45.88% |
$176K - $187K
|
11.2K
$623K
|
|
|
Oct 19, 2021
Q3 2021
|
Alhambra Investment Partners LLC
|
BUY
|
- |
3.49K+ 11.83% |
$174K - $185K
|
33K
$1.83M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.43K+ 4.63% |
$171K - $182K
|
77.6K
$4.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.43K+ 12.0% |
$171K - $182K
|
32K
$1.77M
|
|
|
Nov 12, 2021
Q3 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3.31K+ 41.25% |
$165K - $175K
|
11.3K
$628K
|
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.3K+ 34.17% |
$164K - $175K
|
13K
$718K
|
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.21K+ 39.69% |
$160K - $170K
|
11.3K
$627K
|
|
|
Oct 29, 2021
Q3 2021
|
Sharkey, Howes & Javer
|
BUY
|
- |
3.09K+ 0.81% |
$154K - $164K
|
385K
$21.3M
|
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3.01K+ 16.85% |
$150K - $159K
|
20.9K
$1.16M
|
|
|
Nov 02, 2021
Q3 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
2.98KNew |
$149K - $158K
|
2.98K
$165K
|
|
|
Oct 19, 2021
Q3 2021
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
2.85K+ 2.11% |
$142K - $151K
|
138K
$7.64M
|
|
|
Nov 15, 2021
Q3 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
2.7K+ 6.7% |
$135K - $143K
|
43.1K
$2.39M
|
|
|
Oct 14, 2021
Q3 2021
|
First Citizens Financial Corp
|
BUY
|
- |
2.6K+ 43.45% |
$130K - $138K
|
8.59K
$476K
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.56K+ 5.44% |
$128K - $136K
|
49.7K
$2.75M
|
|
|
Nov 09, 2021
Q3 2021
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
2.48K+ 1.39% |
$124K - $131K
|
181K
$10M
|
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
2.47K+ 2.49% |
$123K - $131K
|
102K
$5.63M
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.46K+ 5866.67% |
$123K - $131K
|
2.51K
$139K
|
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
BUY
|
- |
2.44K+ 14.74% |
$121K - $129K
|
19K
$1.05M
|
|
|
Nov 22, 2021
Q3 2021
|
Comerica Bank
|
BUY
|
- |
2.39K+ 8.97% |
$119K - $126K
|
29K
$1.61M
|
|
|
Oct 13, 2021
Q3 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.35K+ 3.03% |
$117K - $125K
|
79.9K
$4.43M
|
|
|
Nov 16, 2021
Q3 2021
|
Campion Asset Management
|
BUY
|
- |
2.18K+ 21.99% |
$109K - $116K
|
12.1K
$670K
|
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.15K+ 17.09% |
$107K - $114K
|
14.7K
$817K
|
|
|
Oct 21, 2021
Q3 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2.09KNew |
$104K - $110K
|
2.09K
$116K
|
|
|
Nov 05, 2021
Q3 2021
|
Staley Capital Advisers Inc
|
BUY
|
- |
2K+ 1.22% |
$99.6K - $106K
|
167K
$9.23M
|
|
|
Nov 09, 2021
Q3 2021
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
1.97K+ 7.13% |
$98.2K - $104K
|
29.6K
$1.64M
|
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
BUY
|
- |
1.95K+ 6.45% |
$97.1K - $103K
|
32.2K
$1.78M
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
1.87K+ 79.55% |
$93K - $98.9K
|
4.21K
$233K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
1.83K+ 1.26% |
$91K - $96.9K
|
147K
$8.12M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
1.79K+ 25.83% |
$89K - $94.7K
|
8.71K
$483K
|
|
|
Oct 21, 2021
Q3 2021
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.78K+ 3.68% |
$88.4K - $94.1K
|
50.1K
$2.77M
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.72K+ 3.07% |
$85.5K - $90.9K
|
57.6K
$3.19M
|
|
|
Nov 12, 2021
Q3 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
1.64K+ 41.79% |
$81.7K - $86.9K
|
5.56K
$308K
|
|
|
Nov 03, 2021
Q3 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.64K+ 7.08% |
$81.6K - $86.8K
|
24.8K
$1.37M
|