Purchases and Sales Made in Q2 2021 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 Q2 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
Jul 28, 2021 Q2 2021
Exane Derivatives

SELL
 -
-2.37K
- 99.75%
$122K - $130K
6 $344
Aug 12, 2021 Q2 2021
Cranbrook Wealth Management, LLC

SELL
 -
-2.69K
- 4.03%
$138K - $147K
64.2K $3.68M
Aug 06, 2021 Q2 2021
Thrive Capital Management, LLC

Fort Washington, PA
SELL
 -
-2.77K
- 27.37%
$142K - $152K
7.35K $421K
Jul 23, 2021 Q2 2021
Prairie View Partners, LLC

SELL
 -
-2.85K
- 1.59%
$146K - $156K
176K $10.1M
Jul 12, 2021 Q2 2021
Carlson Capital Management

SELL
 -
-2.87K
- 1.22%
$147K - $157K
232K $13.3M
Aug 10, 2021 Q2 2021
F3 Logic, LLC

SELL
 -
-3.05K
- 35.17%
$156K - $167K
5.62K $322K
Aug 12, 2021 Q2 2021
Samalin Investment Counsel, LLC

Chappaqua, NY
SELL
 -
-3.17K
- 28.99%
$163K - $173K
7.76K $445K
Jul 14, 2021 Q2 2021
Collective Family Office LLC

SELL
 -
-3.19K
- 6.65%
$164K - $175K
44.8K $2.57M
Aug 10, 2021 Q2 2021
Alpha Dna Investment Management LLC

Columbia, MD
SELL
 -
-3.22K
Closed
$165K - $176K
0 $0
Aug 16, 2021 Q2 2021
Squarepoint Ops LLC

New York, NY
SELL
 -
-3.7K
- 13.75%
$190K - $203K
23.2K $1.33M
Aug 19, 2021 Q2 2021
M Holdings Securities, Inc.

Portland, OR
SELL
 -
-3.95K
Closed
$203K - $216K
0 $0
Aug 10, 2021 Q2 2021
Larson Financial Group LLC

SELL
 -
-4.03K
- 7.2%
$207K - $221K
51.9K $2.98M
Aug 13, 2021 Q2 2021
Advisory Alpha, LLC

SELL
 -
-4.07K
- 3.77%
$209K - $223K
104K $5.94M
Jul 22, 2021 Q2 2021
Elk River Wealth Management, LLC

SELL
 -
-4.09K
Closed
$210K - $224K
0 $0
Aug 12, 2021 Q2 2021
Y Intercept (Hong Kong) LTD

SELL
 -
-4.27K
Closed
$219K - $234K
0 $0
Jul 27, 2021 Q2 2021
Wedbush Securities Inc

SELL
 -
-4.34K
- 21.15%
$223K - $237K
16.2K $927K
Jul 14, 2021 Q2 2021
Soa Wealth Advisors, Llc.

SELL
 -
-4.47K
- 20.22%
$229K - $245K
17.6K $1.01M
Aug 16, 2021 Q2 2021
Fiduciary Trust CO

Boston, MA
SELL
 -
-4.59K
- 4.87%
$235K - $251K
89.6K $5.14M
Jul 29, 2021 Q2 2021
Tufton Capital Management

SELL
 -
-4.76K
Closed
$244K - $260K
0 $0
Aug 11, 2021 Q2 2021
Pitcairn CO

Jenkintown, PA
SELL
 -
-4.95K
- 12.44%
$254K - $271K
34.8K $2M
Aug 06, 2021 Q2 2021
Peak Asset Management, LLC

Louisville, CO
SELL
 -
-4.97K
Closed
$255K - $272K
0 $0
Jul 06, 2021 Q2 2021
Newman & Schimel, LLC

SELL
 -
-4.99K
Closed
$256K - $273K
0 $0
Jul 15, 2021 Q2 2021
Hbw Advisory Services LLC

SELL
 -
-5K
Closed
$257K - $274K
0 $0
Aug 12, 2021 Q2 2021
Pensionmark Financial Group, LLC

Santa Barbara, CA
SELL
 -
-5.28K
- 9.73%
$271K - $289K
49K $2.81M
Jul 21, 2021 Q2 2021
Efficient Advisors, LLC

SELL
 -
-5.64K
- 1.37%
$290K - $309K
406K $23.3M
Aug 12, 2021 Q2 2021
Tacita Capital Inc

Toronto, A6
SELL
 -
-5.76K
- 94.58%
$296K - $315K
330 $18.9K
Jul 29, 2021 Q2 2021
First American Trust, Fsb

SELL
 -
-5.76K
- 5.84%
$296K - $315K
92.8K $5.32M
Aug 24, 2021 Q2 2021
Ep Wealth Advisors, LLC

Torrance, CA
SELL
 -
-5.84K
Closed
$300K - $320K
0 $0
Aug 09, 2021 Q2 2021
Signet Financial Management, LLC

Parsippany, NJ
SELL
 -
-5.89K
Closed
$303K - $322K
0 $0
Aug 06, 2021 Q2 2021
Tap Consulting, LLC

SELL
 -
-5.93K
Closed
$305K - $325K
0 $0
Jul 22, 2021 Q2 2021
Kfa Private Wealth Group, LLC

SELL
 -
-6.16K
Closed
$316K - $337K
0 $0
Aug 09, 2021 Q2 2021
River Front Investment Group, LLC

Richmond, VA
SELL
 -
-6.18K
- 0.46%
$317K - $338K
1.33M $76.4M
Aug 03, 2021 Q2 2021
Brinker Capital Investments, LLC

SELL
 -
-6.28K
- 59.95%
$323K - $344K
4.2K $240K
Aug 10, 2021 Q2 2021
Wealthquest Corp

Cincinnati, OH
SELL
 -
-6.65K
Closed
$342K - $364K
0 $0
Dec 13, 2023 Q2 2021
Continuum Advisory, LLC

Eagle, ID
SELL
 -
-6.74K
- 55.81%
$346K - $369K
5.34K $306K
Jul 21, 2021 Q2 2021
Dowling & Yahnke LLC

San Diego, CA
SELL
 -
-7.25K
- 13.11%
$372K - $397K
48K $2.75M
Aug 10, 2021 Q2 2021
Us Financial Advisors, LLC

Braintree, MA
SELL
 -
-7.39K
Closed
$379K - $404K
0 $0
Aug 06, 2021 Q2 2021
Parkside Financial Bank & Trust

SELL
 -
-7.97K
- 12.72%
$409K - $436K
54.7K $3.13M
Aug 05, 2021 Q2 2021
American Financial Advisors, LLC

SELL
 -
-9.24K
- 22.92%
$474K - $506K
31.1K $1.78M
Aug 11, 2021 Q2 2021
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
SELL
 -
-9.66K
- 11.33%
$496K - $529K
75.6K $4.33M
Jul 23, 2021 Q2 2021
Quattro Financial Advisors LLC

SELL
 -
-9.87K
- 7.38%
$507K - $540K
124K $7.1M
Aug 05, 2021 Q2 2021
F Dx Advisors, Inc.

SELL
 -
-11.9K
- 6.88%
$611K - $652K
161K $9.23M
Jul 20, 2021 Q2 2021
Rnc Capital Management LLC

SELL
 -
-12K
- 48.19%
$616K - $657K
12.9K $739K
Nov 16, 2023 Q2 2021
Disciplina Capital Management LLC

Nashville, TN
SELL
 -
-12.6K
- 16.86%
$647K - $690K
62.2K $3.56M
Aug 11, 2021 Q2 2021
Fund Evaluation Group, LLC

Cincinnati, OH
SELL
 -
-12.9K
- 16.61%
$661K - $705K
64.6K $3.7M
Jul 29, 2021 Q2 2021
Brown Advisory Inc

SELL
 -
-13.5K
- 26.34%
$695K - $741K
37.8K $2.17M
Aug 02, 2021 Q2 2021
Modera Wealth Management, LLC

SELL
 -
-14K
- 4.71%
$721K - $769K
284K $16.3M
Aug 06, 2021 Q2 2021
Fifth Third Bancorp

SELL
 -
-14.1K
- 2.48%
$724K - $772K
554K $31.7M
Jul 14, 2021 Q2 2021
Cypress Wealth Services, LLC

SELL
 -
-16K
- 24.98%
$821K - $875K
48K $2.75M

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