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 20, 2021
Q3 2021
|
Wambolt & Associates, LLC
|
BUY
|
- |
1.58K+ 6.67% |
$78.5K - $83.6K
|
25.2K
$1.32M
|
|
Nov 15, 2021
Q3 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.54K+ 3.03% |
$76.6K - $81.5K
|
52.3K
$2.73M
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.53K+ 39.24% |
$76.1K - $81K
|
5.43K
$284K
|
|
Nov 15, 2021
Q3 2021
|
Townsquare Capital LLC
|
BUY
|
- |
1.47K+ 4.86% |
$73K - $77.7K
|
31.6K
$1.65M
|
|
Nov 15, 2021
Q3 2021
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.46K+ 25.25% |
$72.6K - $77.3K
|
7.23K
$378K
|
|
Nov 15, 2021
Q3 2021
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
1.4K+ 0.65% |
$69.6K - $74.1K
|
216K
$11.3M
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
1.38K+ 6.88% |
$68.5K - $72.9K
|
21.4K
$1.12M
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
1.36K+ 4.29% |
$67.7K - $72K
|
33.1K
$1.73M
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
1.36K+ 28.55% |
$67.6K - $72K
|
6.12K
$320K
|
|
Nov 08, 2021
Q3 2021
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
1.34K+ 6685.0% |
$66.6K - $70.8K
|
1.36K
$71K
|
|
Nov 16, 2021
Q3 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
1.28K+ 17.42% |
$63.7K - $67.8K
|
8.63K
$451K
|
|
Oct 08, 2021
Q3 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.27K+ 0.79% |
$63.3K - $67.4K
|
162K
$8.49M
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.2K+ 14.72% |
$59.8K - $63.6K
|
9.36K
$489K
|
|
Nov 15, 2021
Q3 2021
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
1.12K+ 6.22% |
$56K - $59.6K
|
19.2K
$1M
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.12K+ 91.97% |
$55.9K - $59.5K
|
2.34K
$122K
|
|
Oct 26, 2021
Q3 2021
|
Sol Capital Management CO
|
BUY
|
- |
1.09K+ 1.66% |
$54.3K - $57.8K
|
66.7K
$3.49M
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.05K+ 11.93% |
$52.3K - $55.7K
|
9.86K
$516K
|
|
Nov 09, 2021
Q3 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1.04K+ 2.56% |
$51.8K - $55.2K
|
41.7K
$2.18M
|
|
Nov 10, 2021
Q3 2021
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
1K+ 2.88% |
$49.8K - $53K
|
35.8K
$1.87M
|
|
Oct 26, 2021
Q3 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
993+ 17.6% |
$49.5K - $52.6K
|
6.64K
$347K
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
979+ 12.61% |
$48.8K - $51.9K
|
8.74K
$457K
|
|
Oct 13, 2022
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
979+ 12.61% |
$48.8K - $51.9K
|
8.74K
$457K
|
|
Nov 12, 2021
Q3 2021
|
3 D/L Capital Management, LLC
|
BUY
|
- |
939+ 8.15% |
$46.8K - $49.8K
|
12.5K
$651K
|
|
Oct 22, 2021
Q3 2021
|
Western Financial Corporation
|
BUY
|
- |
938+ 14.14% |
$46.7K - $49.7K
|
7.57K
$396K
|
|
Nov 08, 2021
Q3 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
925+ 22.04% |
$46.1K - $49K
|
5.12K
$268K
|
|
Oct 28, 2021
Q3 2021
|
180 Wealth Advisors, LLC
|
BUY
|
- |
922+ 1.13% |
$45.9K - $48.9K
|
82.2K
$4.3M
|
|
Oct 19, 2021
Q3 2021
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
915+ 0.77% |
$45.6K - $48.5K
|
120K
$6.3M
|
|
Jan 09, 2024
Q3 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
892+ 5.3% |
$44.4K - $47.3K
|
17.7K
$927K
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
892+ 57.47% |
$44.4K - $47.3K
|
2.44K
$128K
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
884+ 20.48% |
$44K - $46.8K
|
5.2K
$272K
|
|
Oct 22, 2021
Q3 2021
|
Horizon Financial Services, LLC
|
BUY
|
- |
878+ 135.7% |
$43.7K - $46.5K
|
1.53K
$79.7K
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
851New |
$42.4K - $45.1K
|
851
$44.5K
|
|
Nov 15, 2021
Q3 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
821+ 2.65% |
$40.9K - $43.5K
|
31.8K
$1.66M
|
|
Nov 02, 2021
Q3 2021
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
815+ 5.14% |
$40.6K - $43.2K
|
16.7K
$872K
|
|
Oct 13, 2021
Q3 2021
|
Gofen & Glossberg LLC
|
BUY
|
- |
813+ 20.54% |
$40.5K - $43.1K
|
4.77K
$250K
|
|
Nov 16, 2023
Q3 2021
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
790+ 1.27% |
$39.3K - $41.9K
|
63K
$3.29M
|
|
Nov 12, 2021
Q3 2021
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
781+ 6.13% |
$38.9K - $41.4K
|
13.5K
$707K
|
|
Nov 08, 2021
Q3 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
772+ 5.75% |
$38.4K - $40.9K
|
14.2K
$743K
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
BUY
|
- |
772+ 3.09% |
$38.4K - $40.9K
|
25.8K
$1.35M
|
|
Nov 15, 2021
Q3 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
766+ 6.06% |
$38.1K - $40.6K
|
13.4K
$701K
|
|
Nov 15, 2021
Q3 2021
|
Plancorp, LLC
|
BUY
|
- |
765+ 0.28% |
$38.1K - $40.5K
|
270K
$14.1M
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
760+ 10.23% |
$37.8K - $40.3K
|
8.19K
$428K
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
738New |
$36.8K - $39.1K
|
738
$38.6K
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
726+ 672.22% |
$36.2K - $38.5K
|
834
$43.6K
|
|
Nov 15, 2021
Q3 2021
|
Foster Group, Inc.
|
BUY
|
- |
726+ 2.85% |
$36.2K - $38.5K
|
26.2K
$1.37M
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
BUY
|
- |
724+ 84.78% |
$36.1K - $38.4K
|
1.58K
$82.5K
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
700+ 16.71% |
$34.9K - $37.1K
|
4.89K
$256K
|
|
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
692+ 4.66% |
$34.5K - $36.7K
|
15.6K
$813K
|
|
Nov 12, 2021
Q3 2021
|
Mai Capital Management
|
BUY
|
- |
687+ 15.42% |
$34.2K - $36.4K
|
5.14K
$269K
|
|
Nov 05, 2021
Q3 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
649+ 7.73% |
$32.3K - $34.4K
|
9.04K
$473K
|