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 09, 2021
Q3 2021
|
Connable Office Inc
|
SELL
|
- |
-2.15K- 0.34% |
$107K - $114K
|
631K
$33M
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.17K- 2.98% |
$108K - $115K
|
70.6K
$3.69M
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2.17K- 2.32% |
$108K - $115K
|
91.4K
$4.78M
|
|
Nov 09, 2021
Q3 2021
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-2.19K- 1.26% |
$109K - $116K
|
172K
$8.99M
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.22K- 4.24% |
$111K - $118K
|
50.1K
$2.62M
|
|
Oct 20, 2021
Q3 2021
|
Zhang Financial LLC
|
SELL
|
- |
-2.33K- 2.37% |
$116K - $124K
|
96K
$5.02M
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-2.38K- 0.9% |
$118K - $126K
|
261K
$13.6M
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-2.38K- 0.9% |
$118K - $126K
|
261K
$13.6M
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
SELL
|
- |
-2.57KClosed |
$128K - $136K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Unison Advisors LLC
|
SELL
|
- |
-2.65K- 6.71% |
$132K - $141K
|
36.9K
$1.93M
|
|
Nov 12, 2021
Q3 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-2.75K- 10.35% |
$137K - $146K
|
23.8K
$1.25M
|
|
Nov 12, 2021
Q3 2021
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-2.84K- 92.09% |
$141K - $150K
|
244
$12.8K
|
|
Oct 13, 2021
Q3 2021
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-3.14K- 3.05% |
$156K - $166K
|
99.7K
$5.21M
|
|
Nov 05, 2021
Q3 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-3.16K- 8.11% |
$157K - $167K
|
35.8K
$1.87M
|
|
Oct 13, 2021
Q3 2021
|
Veracity Capital LLC
|
SELL
|
- |
-3.51K- 17.4% |
$175K - $186K
|
16.6K
$870K
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-3.58K- 25.52% |
$178K - $190K
|
10.5K
$547K
|
|
Oct 27, 2021
Q3 2021
|
Lutz Financial Services LLC
|
SELL
|
- |
-3.88KClosed |
$193K - $205K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
American Financial Advisors, LLC
|
SELL
|
- |
-3.94K- 12.7% |
$196K - $209K
|
27.1K
$1.42M
|
|
Nov 09, 2021
Q3 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-4.12K- 17.46% |
$205K - $218K
|
19.5K
$1.02M
|
|
Nov 16, 2021
Q3 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.23K- 5.23% |
$210K - $224K
|
76.5K
$4M
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.34KClosed |
$216K - $230K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-4.58K- 3.7% |
$228K - $243K
|
119K
$6.24M
|
|
Nov 15, 2021
Q3 2021
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-4.73K- 10.89% |
$236K - $251K
|
38.7K
$2.02M
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-4.76KClosed |
$237K - $252K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-4.86KClosed |
$242K - $258K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-5.51K- 39.79% |
$274K - $292K
|
8.33K
$436K
|
|
Oct 29, 2021
Q3 2021
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-5.52K- 1.39% |
$275K - $293K
|
390K
$20.4M
|
|
Nov 12, 2021
Q3 2021
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-6.14KClosed |
$306K - $325K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
1 St Source Bank
|
SELL
|
- |
-6.2K- 1.91% |
$309K - $329K
|
319K
$16.7M
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-6.36K- 12.98% |
$317K - $337K
|
42.6K
$2.23M
|
|
Nov 05, 2021
Q3 2021
|
Brr Op Co, LLC
|
SELL
|
- |
-6.6K- 15.47% |
$329K - $350K
|
36.1K
$1.89M
|
|
Nov 10, 2021
Q3 2021
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-6.84K- 20.88% |
$340K - $362K
|
25.9K
$1.35M
|
|
Nov 09, 2021
Q3 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-7.84KClosed |
$390K - $415K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Wilshire Advisors LLC
Santa Monica, CA |
SELL
|
- |
-7.86K- 10.44% |
$391K - $416K
|
67.4K
$3.52M
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-7.93KClosed |
$395K - $420K
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-7.99KClosed |
$398K - $423K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Css LLC
Chicago, IL |
SELL
|
- |
-8K- 12.5% |
$398K - $424K
|
56K
$2.93M
|
|
Nov 16, 2021
Q3 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-8.22K- 10.87% |
$409K - $435K
|
67.4K
$3.52M
|
|
Nov 01, 2021
Q3 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-9.65K- 70.06% |
$480K - $511K
|
4.12K
$216K
|
|
Nov 09, 2021
Q3 2021
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-10.8K- 9.86% |
$538K - $572K
|
98.7K
$5.16M
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-11.3K- 87.76% |
$564K - $601K
|
1.58K
$82.6K
|
|
Oct 25, 2021
Q3 2021
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-11.4KClosed |
$566K - $602K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-11.5KClosed |
$571K - $607K
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
Aspiriant, LLC
|
SELL
|
- |
-11.8K- 1.08% |
$587K - $625K
|
1.08M
$56.4M
|
|
Nov 01, 2021
Q3 2021
|
1900 Wealth Management LLC
|
SELL
|
- |
-11.8KClosed |
$587K - $625K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-13.5K- 2.82% |
$672K - $715K
|
464K
$24.3M
|
|
Oct 14, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-14.2KClosed |
$708K - $754K
|
0
$0
|
|
Aug 16, 2024
Q3 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-14.8K- 50.12% |
$738K - $785K
|
14.7K
$771K
|
|
Nov 09, 2021
Q3 2021
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-15.8K- 95.08% |
$786K - $837K
|
817
$42.7K
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-16.6K- 14.8% |
$827K - $880K
|
95.6K
$5M
|