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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
623+ 6.04% |
$31K - $33K
|
10.9K
$606K
|
|
|
Oct 29, 2021
Q3 2021
|
Rda Financial Network
|
BUY
|
- |
605+ 0.94% |
$30.1K - $32.1K
|
64.8K
$3.59M
|
|
|
Nov 12, 2021
Q3 2021
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
600New |
$29.9K - $31.8K
|
600
$33.2K
|
|
|
Oct 15, 2021
Q3 2021
|
Trilogy Capital Inc.
|
BUY
|
- |
531+ 12.01% |
$26.4K - $28.1K
|
4.95K
$274K
|
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
516+ 4.44% |
$25.7K - $27.3K
|
12.1K
$672K
|
|
|
Oct 19, 2021
Q3 2021
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
514+ 1.47% |
$25.6K - $27.2K
|
35.5K
$1.97M
|
|
|
Nov 10, 2021
Q3 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
503+ 4.18% |
$25K - $26.7K
|
12.5K
$695K
|
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
476+ 5.31% |
$23.7K - $25.2K
|
9.44K
$523K
|
|
|
Nov 12, 2021
Q3 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
451+ 4.34% |
$22.5K - $23.9K
|
10.8K
$600K
|
|
|
Nov 12, 2021
Q3 2021
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
407+ 1.0% |
$20.3K - $21.6K
|
41K
$2.27M
|
|
|
Nov 10, 2021
Q3 2021
|
Wrapmanager Inc
|
BUY
|
- |
383+ 3.66% |
$19.1K - $20.3K
|
10.8K
$600K
|
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
383+ 9.92% |
$19.1K - $20.3K
|
4.24K
$235K
|
|
|
Oct 27, 2021
Q3 2021
|
Clean Yield Group
|
BUY
|
- |
382+ 200.0% |
$19K - $20.2K
|
573
$31.7K
|
|
|
Oct 26, 2021
Q3 2021
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
375New |
$18.7K - $19.9K
|
375
$20.8K
|
|
|
Nov 10, 2021
Q3 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
369+ 213.29% |
$18.4K - $19.6K
|
542
$30K
|
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
342New |
$17K - $18.1K
|
342
$19K
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
336+ 30.24% |
$16.7K - $17.8K
|
1.45K
$80.2K
|
|
|
Nov 15, 2021
Q3 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
328+ 2.44% |
$16.3K - $17.4K
|
13.7K
$762K
|
|
|
Oct 22, 2021
Q3 2021
|
Tompkins Financial Corp
|
BUY
|
- |
317New |
$15.8K - $16.8K
|
317
$17.6K
|
|
|
Nov 03, 2021
Q3 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
310+ 5.22% |
$15.4K - $16.4K
|
6.25K
$346K
|
|
|
Nov 15, 2021
Q3 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
297New |
$14.8K - $15.7K
|
297
$16.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
289New |
$14.4K - $15.3K
|
289
$16K
|
|
|
Oct 28, 2021
Q3 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
277New |
$13.8K - $14.7K
|
277
$15.3K
|
|
|
Nov 12, 2021
Q3 2021
|
Madden Advisory Services, Inc.
|
BUY
|
- |
273+ 3.54% |
$13.6K - $14.5K
|
7.98K
$442K
|
|
|
Oct 12, 2021
Q3 2021
|
Altfest L J & CO Inc
|
BUY
|
- |
265+ 2.06% |
$13.2K - $14K
|
13.1K
$726K
|
|
|
Oct 08, 2021
Q3 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
263+ 3.01% |
$13.1K - $13.9K
|
9K
$499K
|
|
|
Aug 13, 2024
Q3 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
250+ 26.32% |
$12.5K - $13.2K
|
1.2K
$66.5K
|
|
|
Nov 01, 2021
Q3 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
237+ 0.43% |
$11.8K - $12.6K
|
55.2K
$3.06M
|
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
234New |
$11.7K - $12.4K
|
234
$13K
|
|
|
Oct 26, 2021
Q3 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
224+ 2.62% |
$11.2K - $11.9K
|
8.77K
$486K
|
|
|
Oct 18, 2021
Q3 2021
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
203+ 0.07% |
$10.1K - $10.8K
|
309K
$17.1M
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
200New |
$9.96K - $10.6K
|
200
$11.1K
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
180+ 0.9% |
$8.96K - $9.54K
|
20.2K
$1.12M
|
|
|
Oct 22, 2021
Q3 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
173+ 39.77% |
$8.62K - $9.17K
|
608
$33.7K
|
|
|
Oct 21, 2021
Q3 2021
|
Concorde Asset Management, LLC
|
BUY
|
- |
165+ 0.27% |
$8.22K - $8.74K
|
61.1K
$3.39M
|
|
|
Nov 01, 2021
Q3 2021
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
155+ 3.78% |
$7.72K - $8.21K
|
4.25K
$236K
|
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
147+ 6.66% |
$7.32K - $7.79K
|
2.35K
$130K
|
|
|
Oct 14, 2021
Q3 2021
|
Riverview Trust CO
|
BUY
|
- |
135New |
$6.72K - $7.15K
|
135
$7.48K
|
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
121New |
$6.03K - $6.41K
|
121
$6.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
102+ 5.64% |
$5.08K - $5.4K
|
1.91K
$106K
|
|
|
Nov 12, 2021
Q3 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
101+ 1.86% |
$5.03K - $5.35K
|
5.54K
$307K
|
|
|
Nov 01, 2021
Q3 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
99+ 1.56% |
$4.93K - $5.25K
|
6.46K
$358K
|
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
97+ 2425.0% |
$4.83K - $5.14K
|
101
$5.6K
|
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
72+ 6.94% |
$3.59K - $3.82K
|
1.11K
$61.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
69+ 20.29% |
$3.44K - $3.66K
|
409
$22.7K
|
|
|
Nov 15, 2021
Q3 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
58+ 32.22% |
$2.89K - $3.07K
|
238
$13.2K
|
|
|
Dec 13, 2023
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
57+ 1.07% |
$2.84K - $3.02K
|
5.4K
$299K
|
|
|
Nov 08, 2021
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
57+ 1.07% |
$2.84K - $3.02K
|
5.4K
$299K
|
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
54+ 101.89% |
$2.69K - $2.86K
|
107
$5.93K
|
|
|
Aug 10, 2023
Q3 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
53+ 84.13% |
$2.64K - $2.81K
|
116
$6.43K
|