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 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
BUY
|
- |
23.2K+ 4.18% |
$1.15M - $1.23M
|
577K
$30.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
22.9K+ 23.72% |
$1.14M - $1.21M
|
119K
$6.24M
|
|
|
Oct 13, 2021
Q3 2021
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
22.7K+ 7.23% |
$1.13M - $1.21M
|
337K
$17.6M
|
|
|
Nov 01, 2021
Q3 2021
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
22.2KNew |
$1.1M - $1.17M
|
22.2K
$1.16M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
22K+ 5.71% |
$1.1M - $1.17M
|
408K
$21.3M
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
21.7KNew |
$1.08M - $1.15M
|
21.7K
$1.13M
|
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
BUY
|
- |
21.4K+ 62.53% |
$1.07M - $1.14M
|
55.7K
$2.91M
|
|
|
Oct 28, 2021
Q3 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
21.3K+ 12.07% |
$1.06M - $1.13M
|
198K
$10.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
20.2K+ 2.46% |
$1.01M - $1.07M
|
842K
$44M
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
20.1K+ 0.61% |
$1M - $1.07M
|
3.29M
$172M
|
|
|
Nov 15, 2021
Q3 2021
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
19.7K+ 8.45% |
$983K - $1.05M
|
253K
$13.3M
|
|
|
Nov 03, 2021
Q3 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
19.1K+ 11.28% |
$949K - $1.01M
|
188K
$9.83M
|
|
|
Oct 14, 2021
Q3 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
18.4K+ 111.11% |
$917K - $976K
|
35K
$1.83M
|
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
18.4K+ 4.58% |
$916K - $975K
|
420K
$22M
|
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
18.4K+ 3.04% |
$915K - $974K
|
624K
$32.6M
|
|
|
Nov 02, 2021
Q3 2021
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
18.3K+ 7.25% |
$912K - $971K
|
271K
$14.2M
|
|
|
Oct 19, 2021
Q3 2021
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
18.1KNew |
$900K - $958K
|
18.1K
$945K
|
|
|
Nov 12, 2021
Q3 2021
|
Austin Private Wealth, LLC
|
BUY
|
- |
17.9K+ 9.95% |
$892K - $949K
|
198K
$10.4M
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
17.9K+ 14.81% |
$890K - $947K
|
138K
$7.24M
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
17.2K+ 30.36% |
$855K - $910K
|
73.7K
$3.86M
|
|
|
Nov 03, 2021
Q3 2021
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
16.9K+ 10.21% |
$842K - $895K
|
182K
$9.54M
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
16.8K+ 6.23% |
$836K - $890K
|
286K
$15M
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
16.1K+ 43.36% |
$802K - $853K
|
53.3K
$2.78M
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
16K+ 6.56% |
$796K - $847K
|
260K
$13.6M
|
|
|
Oct 19, 2021
Q3 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
16K+ 8.61% |
$796K - $847K
|
202K
$10.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Alera Investment Advisors, LLC
|
BUY
|
- |
15.3K+ 1867.69% |
$760K - $809K
|
16.1K
$841K
|
|
|
Nov 02, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
14.2KNew |
$708K - $754K
|
14.2K
$744K
|
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
13.6K+ 1.91% |
$675K - $718K
|
721K
$37.7M
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
13.1K+ 40.61% |
$651K - $693K
|
45.3K
$2.37M
|
|
|
Nov 24, 2021
Q3 2021
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
12.9K+ 10.99% |
$641K - $683K
|
130K
$6.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
12.7K+ 4.7% |
$635K - $675K
|
284K
$14.9M
|
|
|
May 15, 2024
Q3 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
12.7K+ 80.39% |
$634K - $675K
|
28.6K
$1.49M
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
12.5K+ 39.89% |
$621K - $661K
|
43.8K
$2.29M
|
|
|
Nov 10, 2021
Q3 2021
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
12.4K+ 9.42% |
$616K - $655K
|
144K
$7.51M
|
|
|
Nov 16, 2021
Q3 2021
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
12.3KNew |
$614K - $654K
|
12.3K
$645K
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
11.8K+ 5.62% |
$586K - $624K
|
221K
$11.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
11.7K+ 0.45% |
$582K - $619K
|
2.62M
$137M
|
|
|
Aug 11, 2023
Q3 2021
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
11.6K+ 38.89% |
$578K - $615K
|
41.5K
$2.17M
|
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
11.6K+ 2.04% |
$577K - $614K
|
580K
$30.3M
|
|
|
Apr 05, 2024
Q3 2021
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
11.6K+ 1.41% |
$575K - $612K
|
834K
$43.6M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
11K+ 6.01% |
$549K - $584K
|
195K
$10.2M
|
|
|
Oct 29, 2021
Q3 2021
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
10.9K+ 2.3% |
$545K - $580K
|
486K
$25.4M
|
|
|
Oct 28, 2021
Q3 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
10.5K+ 26.79% |
$524K - $558K
|
49.8K
$2.6M
|
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
10.2K+ 13.73% |
$509K - $542K
|
84.7K
$4.43M
|
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
10.1K+ 28.56% |
$501K - $533K
|
45.3K
$2.37M
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
10K+ 48.96% |
$500K - $532K
|
30.6K
$1.6M
|
|
|
Oct 26, 2021
Q3 2021
|
Simmons Bank
|
BUY
|
- |
9.95KNew |
$495K - $527K
|
9.95K
$520K
|
|
|
Oct 14, 2021
Q3 2021
|
Lantz Financial LLC
|
BUY
|
- |
9.9K+ 39.89% |
$493K - $525K
|
34.7K
$1.82M
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
9.46K+ 23.61% |
$471K - $501K
|
49.6K
$2.59M
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.99K+ 15.6% |
$448K - $476K
|
66.6K
$3.48M
|