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 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
52New |
$2.59K - $2.76K
|
52
$2.72K
|
|
|
Oct 15, 2021
Q3 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
51New |
$2.54K - $2.7K
|
51
$2.67K
|
|
|
Oct 27, 2021
Q3 2021
|
Baldwin Brothers LLC
|
BUY
|
- |
51New |
$2.54K - $2.7K
|
51
$2.67K
|
|
|
Nov 12, 2021
Q3 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
50+ 0.47% |
$2.49K - $2.65K
|
10.7K
$560K
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
50+ 208.33% |
$2.49K - $2.65K
|
74
$3.87K
|
|
|
Oct 15, 2021
Q3 2021
|
Sym Financial Corp
|
BUY
|
- |
46+ 2.33% |
$2.29K - $2.44K
|
2.02K
$106K
|
|
|
Nov 02, 2021
Q3 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
25New |
$1.25K - $1.32K
|
25
$1.31K
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
23New |
$1.15K - $1.22K
|
23
$1.2K
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
20+ 1.92% |
$996 - $1.06K
|
1.06K
$55.5K
|
|
|
Jan 12, 2022
Q3 2021
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
6New |
$299 - $318
|
6
$314
|
|
|
Nov 15, 2021
Q3 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1- -0.0% |
$49.8 - $53
|
24.6K
$1.29M
|
|
|
Oct 12, 2021
Q3 2021
|
Wesbanco Bank Inc
|
SELL
|
- |
-4- 0.07% |
$199 - $212
|
5.41K
$283K
|
|
|
Oct 12, 2021
Q3 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-10- 3.11% |
$498 - $530
|
312
$16.3K
|
|
|
Oct 28, 2021
Q3 2021
|
Montecito Bank & Trust
|
SELL
|
- |
-11- 0.17% |
$548 - $583
|
6.54K
$342K
|
|
|
Nov 04, 2021
Q3 2021
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-25- 2.0% |
$1.25K - $1.32K
|
1.22K
$64K
|
|
|
Oct 20, 2021
Q3 2021
|
Essex Savings Bank
|
SELL
|
- |
-40- 0.51% |
$1.99K - $2.12K
|
7.87K
$411K
|
|
|
Nov 15, 2021
Q3 2021
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-43- 0.1% |
$2.14K - $2.28K
|
42.2K
$2.21M
|
|
|
Nov 12, 2021
Q3 2021
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-45- 0.09% |
$2.24K - $2.38K
|
48K
$2.51M
|
|
|
Oct 18, 2021
Q3 2021
|
Autus Asset Management, LLC
|
SELL
|
- |
-51- 0.57% |
$2.54K - $2.7K
|
8.91K
$466K
|
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-52- 3.28% |
$2.59K - $2.76K
|
1.53K
$80.2K
|
|
|
Nov 10, 2021
Q3 2021
|
South State Corp
|
SELL
|
- |
-60- 0.48% |
$2.99K - $3.18K
|
12.5K
$652K
|
|
|
Nov 12, 2021
Q3 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-74- 2.7% |
$3.69K - $3.92K
|
2.67K
$139K
|
|
|
Nov 09, 2021
Q3 2021
|
Wealth Architects, LLC
|
SELL
|
- |
-80- 1.07% |
$3.98K - $4.24K
|
7.38K
$386K
|
|
|
Nov 10, 2021
Q3 2021
|
Comerica Securities,Inc.
|
SELL
|
- |
-84- 0.04% |
$4.18K - $4.45K
|
236K
$12.4M
|
|
|
Oct 19, 2021
Q3 2021
|
Falcon Wealth Planning
|
SELL
|
- |
-87- 2.0% |
$4.33K - $4.61K
|
4.25K
$222K
|
|
|
Nov 15, 2021
Q3 2021
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-100- 0.43% |
$4.98K - $5.3K
|
23.1K
$1.21M
|
|
|
Oct 13, 2021
Q3 2021
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-100- 0.42% |
$4.98K - $5.3K
|
24K
$1.25M
|
|
|
Nov 09, 2021
Q3 2021
|
Concord Wealth Partners
|
SELL
|
- |
-100- 33.22% |
$4.98K - $5.3K
|
201
$10.5K
|
|
|
Nov 03, 2021
Q3 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-116- 1.16% |
$5.78K - $6.15K
|
9.9K
$518K
|
|
|
Nov 01, 2021
Q3 2021
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-124- 10.21% |
$6.18K - $6.57K
|
1.09K
$57K
|
|
|
Nov 09, 2021
Q3 2021
|
Robinson Capital Management, LLC
|
SELL
|
- |
-125- 23.81% |
$6.23K - $6.62K
|
400
$20.9K
|
|
|
Nov 15, 2021
Q3 2021
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-129- 0.05% |
$6.42K - $6.84K
|
241K
$12.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-159- 3.77% |
$7.92K - $8.43K
|
4.06K
$212K
|
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-167- 0.86% |
$8.32K - $8.85K
|
19.2K
$1M
|
|
|
Oct 19, 2021
Q3 2021
|
Atwood & Palmer Inc
|
SELL
|
- |
-172Closed |
$8.57K - $9.11K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-180- 0.5% |
$8.96K - $9.54K
|
36.1K
$1.89M
|
|
|
Oct 27, 2021
Q3 2021
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-181- 0.08% |
$9.01K - $9.59K
|
229K
$12M
|
|
|
Nov 10, 2021
Q3 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-187- 27.5% |
$9.31K - $9.91K
|
493
$25.8K
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-190- 11.36% |
$9.46K - $10.1K
|
1.48K
$77.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Inc
|
SELL
|
- |
-200- 0.53% |
$9.96K - $10.6K
|
37.6K
$1.97M
|
|
|
Nov 02, 2021
Q3 2021
|
Ma Private Wealth
|
SELL
|
- |
-204- 1.57% |
$10.2K - $10.8K
|
12.8K
$668K
|
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-210- 0.38% |
$10.5K - $11.1K
|
54.4K
$2.85M
|
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-211- 23.95% |
$10.5K - $11.2K
|
670
$35K
|
|
|
Dec 10, 2021
Q3 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-217- 0.33% |
$10.8K - $11.5K
|
65.8K
$3.44M
|
|
|
Oct 25, 2021
Q3 2021
|
True Wealth Advisors, LLC
|
SELL
|
- |
-227- 1.88% |
$11.3K - $12K
|
11.8K
$619K
|
|
|
Aug 30, 2024
Q3 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-258- 3.29% |
$12.8K - $13.7K
|
7.58K
$396K
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-262- 2.76% |
$13K - $13.9K
|
9.24K
$483K
|
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
SELL
|
- |
-264- 4.76% |
$13.1K - $14K
|
5.29K
$276K
|
|
|
Nov 01, 2021
Q3 2021
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-279- 6.25% |
$13.9K - $14.8K
|
4.19K
$219K
|
|
|
Oct 13, 2021
Q3 2021
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-283- 1.85% |
$14.1K - $15K
|
15K
$786K
|