Purchases and Sales Made in Q2 2021 in Msci Eafe Value ETF (EFV)
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 21, 2021
Q2 2021
|
Bcs Wealth Management
|
BUY
|
- |
190+ 3.52% |
$9.76K - $10.4K
|
5.59K
$320K
|
|
|
Aug 13, 2021
Q2 2021
|
Lincoln National Corp
|
BUY
|
- |
185+ 0.73% |
$9.5K - $10.1K
|
25.4K
$1.45M
|
|
|
Aug 13, 2021
Q2 2021
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
184+ 0.48% |
$9.45K - $10.1K
|
38.8K
$2.22M
|
|
|
Jul 09, 2021
Q2 2021
|
Savior LLC
|
BUY
|
- |
180+ 12.06% |
$9.24K - $9.85K
|
1.67K
$95.8K
|
|
|
Jul 12, 2021
Q2 2021
|
Gradient Investments LLC
|
BUY
|
- |
173+ 25.4% |
$8.88K - $9.47K
|
854
$48.9K
|
|
|
Jul 19, 2021
Q2 2021
|
Mai Capital Management
|
BUY
|
- |
131+ 3.03% |
$6.73K - $7.17K
|
4.46K
$255K
|
|
|
Aug 10, 2021
Q2 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
128+ 1.55% |
$6.57K - $7.01K
|
8.39K
$481K
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
126+ 0.17% |
$6.47K - $6.9K
|
72.8K
$4.17M
|
|
|
Aug 06, 2021
Q2 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
108+ 4.82% |
$5.55K - $5.91K
|
2.35K
$135K
|
|
|
Jul 19, 2021
Q2 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
101+ 1.17% |
$5.19K - $5.53K
|
8.74K
$501K
|
|
|
Jul 23, 2021
Q2 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
97+ 5.51% |
$4.98K - $5.31K
|
1.86K
$106K
|
|
|
Jul 26, 2021
Q2 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
95+ 6.24% |
$4.88K - $5.2K
|
1.62K
$92.7K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
82New |
$4.21K - $4.49K
|
82
$4.7K
|
|
|
Jul 22, 2021
Q2 2021
|
Ma Private Wealth
|
BUY
|
- |
78+ 0.6% |
$4.01K - $4.27K
|
13K
$744K
|
|
|
Jul 22, 2021
Q2 2021
|
Moneywise, Inc.
|
BUY
|
- |
72+ 1.5% |
$3.7K - $3.94K
|
4.87K
$279K
|
|
|
Jul 27, 2021
Q2 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
68+ 0.99% |
$3.49K - $3.72K
|
6.94K
$398K
|
|
|
Aug 10, 2021
Q2 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
57+ 0.43% |
$2.93K - $3.12K
|
13.4K
$770K
|
|
|
Aug 10, 2021
Q2 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
51+ 0.14% |
$2.62K - $2.79K
|
35.8K
$2.05M
|
|
|
Jul 29, 2021
Q2 2021
|
Addison Advisors LLC
|
BUY
|
- |
42New |
$2.16K - $2.3K
|
42
$2.41K
|
|
|
Aug 09, 2021
Q2 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
41+ 4.88% |
$2.11K - $2.24K
|
881
$50.5K
|
|
|
Jul 21, 2021
Q2 2021
|
Family Firm, Inc.
|
BUY
|
- |
41+ 0.48% |
$2.11K - $2.24K
|
8.67K
$497K
|
|
|
Aug 05, 2021
Q2 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
32New |
$1.64K - $1.75K
|
32
$1.83K
|
|
|
Aug 02, 2021
Q2 2021
|
Allworth Financial LP
|
BUY
|
- |
30+ 0.62% |
$1.54K - $1.64K
|
4.86K
$278K
|
|
|
Jul 14, 2021
Q2 2021
|
Trilogy Capital Inc.
|
BUY
|
- |
29+ 0.66% |
$1.49K - $1.59K
|
4.42K
$253K
|
|
|
Jul 09, 2021
Q2 2021
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
26+ 0.54% |
$1.34K - $1.42K
|
4.86K
$279K
|
|
|
Aug 12, 2021
Q2 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
24New |
$1.23K - $1.31K
|
24
$1.38K
|
|
|
Jul 20, 2021
Q2 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
21+ 0.44% |
$1.08K - $1.15K
|
4.76K
$273K
|
|
|
Aug 13, 2021
Q2 2021
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
20New |
$1.03K - $1.09K
|
20
$1.15K
|
|
|
Jul 26, 2021
Q2 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
14+ 14.89% |
$719 - $766
|
108
$6.19K
|
|
|
Jul 20, 2021
Q2 2021
|
Ballast Advisors LLC
|
BUY
|
- |
13+ 0.79% |
$668 - $712
|
1.66K
$95.3K
|
|
|
Jul 14, 2021
Q2 2021
|
Powell Investment Advisors, LLC
|
BUY
|
- |
11+ 1.69% |
$565 - $602
|
661
$37.9K
|
|
|
Aug 09, 2021
Q2 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
7+ 0.13% |
$359 - $383
|
5.42K
$311K
|
|
|
Jul 13, 2021
Q2 2021
|
Cva Family Office, LLC
|
BUY
|
- |
6+ 1.9% |
$308 - $328
|
322
$18.5K
|
|
|
Aug 10, 2021
Q2 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
3+ 1.76% |
$154 - $164
|
173
$9.91K
|
|
|
Jul 27, 2021
Q2 2021
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3+ 0.25% |
$154 - $164
|
1.22K
$69.6K
|
|
|
Jul 14, 2021
Q2 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
2+ 0.02% |
$103 - $109
|
10.5K
$600K
|
|
|
Sep 07, 2021
Q2 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 2.44% |
$51.4 - $54.7
|
42
$2.41K
|
|
|
Jul 15, 2021
Q2 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 4.17% |
$51.4 - $54.7
|
25
$1.43K
|
|
|
Aug 17, 2021
Q2 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-2Closed |
$103 - $109
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Gfs Advisors, LLC
|
SELL
|
- |
-19- 0.12% |
$976 - $1.04K
|
16.2K
$928K
|
|
|
Jul 13, 2021
Q2 2021
|
Ellevest, Inc.
|
SELL
|
- |
-32Closed |
$1.64K - $1.75K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Concord Wealth Partners
|
SELL
|
- |
-34- 10.15% |
$1.75K - $1.86K
|
301
$17.3K
|
|
|
Jul 19, 2021
Q2 2021
|
Elm Partners Management LLC
|
SELL
|
- |
-35- 3.19% |
$1.8K - $1.92K
|
1.06K
$60.9K
|
|
|
Aug 02, 2021
Q2 2021
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-39- 0.28% |
$2K - $2.13K
|
14K
$805K
|
|
|
Aug 05, 2021
Q2 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-42- 0.28% |
$2.16K - $2.3K
|
15.1K
$867K
|
|
|
Aug 10, 2021
Q2 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-52- 0.38% |
$2.67K - $2.85K
|
13.8K
$789K
|
|
|
Jul 06, 2021
Q2 2021
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-52Closed |
$2.67K - $2.85K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-66- 5.98% |
$3.39K - $3.61K
|
1.04K
$59.5K
|
|
|
Aug 03, 2021
Q2 2021
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-78- 1.72% |
$4.01K - $4.27K
|
4.47K
$256K
|
|
|
Aug 09, 2021
Q2 2021
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-102- 5.33% |
$5.24K - $5.58K
|
1.81K
$104K
|