Purchases and Sales Made in Q4 2019 in Msci Eafe Value ETF (EFV)
This table provides information about the institutional ownership of Msci Eafe Value ETF (EFV) during Q4 2019. 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 |
|---|---|---|---|---|---|---|---|
|
Sep 14, 2021
Q4 2019
|
Cwm, LLC
|
BUY
|
- |
5.68M+ 830483.19% |
$261M - $287M
|
5.68M
$310M
|
|
|
Jan 21, 2020
Q4 2019
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.19M+ 13.0% |
$101M - $111M
|
19.1M
$1.04B
|
|
|
Feb 14, 2020
Q4 2019
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
1.21MNew |
$55.8M - $61.5M
|
1.21M
$66.2M
|
|
|
Feb 11, 2020
Q4 2019
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
702K+ 599.37% |
$32.2M - $35.5M
|
820K
$44.7M
|
|
|
Feb 14, 2022
Q4 2019
|
Brr Op Co, LLC
|
BUY
|
- |
564KNew |
$25.9M - $28.5M
|
564K
$30.7M
|
|
|
May 14, 2020
Q4 2019
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
443KNew |
$20.3M - $22.4M
|
443K
$24.1M
|
|
|
Feb 12, 2020
Q4 2019
|
North Rock Partners, LLC
|
BUY
|
- |
393K+ 680.99% |
$18.1M - $19.9M
|
451K
$24.6M
|
|
|
Feb 11, 2020
Q4 2019
|
Envestnet Asset Management Inc
|
BUY
|
- |
382K+ 9.33% |
$17.6M - $19.3M
|
4.48M
$244M
|
|
|
Feb 04, 2020
Q4 2019
|
Us Bancorp \De\
|
BUY
|
- |
316K+ 5.98% |
$14.5M - $16M
|
5.61M
$305M
|
|
|
Jan 28, 2020
Q4 2019
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
265KNew |
$12.2M - $13.4M
|
265K
$14.4M
|
|
|
Feb 14, 2020
Q4 2019
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
173KNew |
$7.95M - $8.77M
|
173K
$9.44M
|
|
|
Feb 12, 2020
Q4 2019
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
172KNew |
$7.9M - $8.71M
|
172K
$9.39M
|
|
|
Feb 14, 2020
Q4 2019
|
Truist Financial Corp
|
BUY
|
- |
161K+ 19.35% |
$7.38M - $8.14M
|
992K
$54.1M
|
|
|
Feb 12, 2020
Q4 2019
|
F Dx Advisors, Inc.
|
BUY
|
- |
153KNew |
$7.04M - $7.76M
|
153K
$8.36M
|
|
|
Jan 15, 2020
Q4 2019
|
Ae Wealth Management LLC
|
BUY
|
- |
144K+ 14.75% |
$6.62M - $7.29M
|
1.12M
$61.1M
|
|
|
Feb 11, 2020
Q4 2019
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
139K+ 13.09% |
$6.37M - $7.02M
|
1.2M
$65.4M
|
|
|
Feb 12, 2020
Q4 2019
|
Sawtooth Solutions, LLC
|
BUY
|
- |
122K+ 11.84% |
$5.6M - $6.17M
|
1.15M
$62.8M
|
|
|
Feb 10, 2020
Q4 2019
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
111K+ 5.27% |
$5.12M - $5.64M
|
2.23M
$121M
|
|
|
Feb 14, 2020
Q4 2019
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
110KNew |
$5.04M - $5.56M
|
110K
$5.99M
|
|
|
Feb 14, 2020
Q4 2019
|
Ubs Group Ag
|
BUY
|
- |
108K+ 7.63% |
$4.96M - $5.47M
|
1.53M
$83.1M
|
|
|
Feb 12, 2020
Q4 2019
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
101K+ 144.5% |
$4.65M - $5.13M
|
172K
$9.35M
|
|
|
Feb 07, 2020
Q4 2019
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
89.7K+ 23.74% |
$4.12M - $4.54M
|
467K
$25.5M
|
|
|
Feb 13, 2020
Q4 2019
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
86K+ 226.09% |
$3.95M - $4.35M
|
124K
$6.76M
|
|
|
Jan 14, 2020
Q4 2019
|
Dubuque Bank & Trust CO
|
BUY
|
- |
76.8KNew |
$3.52M - $3.88M
|
76.8K
$4.19M
|
|
|
Feb 12, 2020
Q4 2019
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
71.4K+ 188.14% |
$3.28M - $3.61M
|
109K
$5.96M
|
|
|
Feb 14, 2020
Q4 2019
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
64.8K+ 57.73% |
$2.98M - $3.28M
|
177K
$9.65M
|
|
|
Feb 14, 2020
Q4 2019
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
63.8K+ 8.98% |
$2.93M - $3.23M
|
774K
$42.2M
|
|
|
Feb 14, 2020
Q4 2019
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
60KNew |
$2.75M - $3.04M
|
60K
$3.27M
|
|
|
Feb 12, 2020
Q4 2019
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
57.8KNew |
$2.65M - $2.92M
|
57.8K
$3.15M
|
|
|
Jan 27, 2020
Q4 2019
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
54.1KNew |
$2.49M - $2.74M
|
54.1K
$2.95M
|
|
|
Feb 04, 2020
Q4 2019
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
52.8KNew |
$2.42M - $2.67M
|
52.8K
$2.88M
|
|
|
Mar 24, 2023
Q4 2019
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
46.1K+ 143.2% |
$2.12M - $2.33M
|
78.3K
$4.27M
|
|
|
Jan 14, 2020
Q4 2019
|
Prairie View Partners, LLC
|
BUY
|
- |
45.4K+ 12.3% |
$2.09M - $2.3M
|
415K
$22.6M
|
|
|
Feb 11, 2020
Q4 2019
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
45.1K+ 84.22% |
$2.07M - $2.28M
|
98.6K
$5.37M
|
|
|
Feb 14, 2020
Q4 2019
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
41.4K+ 1902.48% |
$1.9M - $2.09M
|
43.6K
$2.37M
|
|
|
Feb 11, 2020
Q4 2019
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
38.4KNew |
$1.76M - $1.94M
|
38.4K
$2.09M
|
|
|
Jan 15, 2020
Q4 2019
|
Leith Wheeler Investment Counsel Ltd.
|
BUY
|
- |
33.4KNew |
$1.53M - $1.69M
|
33.4K
$1.82M
|
|
|
Feb 11, 2020
Q4 2019
|
Key F Inancial Inc
|
BUY
|
- |
30.8KNew |
$1.41M - $1.56M
|
30.8K
$1.68M
|
|
|
Feb 14, 2020
Q4 2019
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
26.6K+ 18.52% |
$1.22M - $1.35M
|
170K
$9.29M
|
|
|
Feb 13, 2020
Q4 2019
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
25.1K+ 24.47% |
$1.15M - $1.27M
|
128K
$6.96M
|
|
|
Jan 29, 2020
Q4 2019
|
First American Trust, Fsb
|
BUY
|
- |
25.1K+ 30.91% |
$1.15M - $1.27M
|
106K
$5.79M
|
|
|
Nov 16, 2023
Q4 2019
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
24.1K+ 893.13% |
$1.1M - $1.22M
|
26.7K
$1.46M
|
|
|
Feb 13, 2020
Q4 2019
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
23.4K+ 7.25% |
$1.07M - $1.18M
|
346K
$18.9M
|
|
|
Feb 14, 2020
Q4 2019
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
22.2K+ 45.16% |
$1.02M - $1.12M
|
71.4K
$3.89M
|
|
|
Jan 21, 2020
Q4 2019
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
21.5K+ 97.97% |
$988K - $1.09M
|
43.5K
$2.37M
|
|
|
Feb 14, 2020
Q4 2019
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
21.3K+ 9.67% |
$979K - $1.08M
|
242K
$13.2M
|
|
|
Feb 03, 2020
Q4 2019
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
19.5KNew |
$893K - $984K
|
19.5K
$1.06M
|
|
|
Feb 11, 2021
Q4 2019
|
Iag Wealth Partners, LLC
|
BUY
|
- |
19.4KNew |
$892K - $983K
|
19.4K
$1.06M
|
|
|
Feb 04, 2020
Q4 2019
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
19K+ 3.13% |
$871K - $960K
|
626K
$34.1M
|
|
|
Feb 13, 2020
Q4 2019
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
18.4K+ 407.96% |
$846K - $933K
|
23K
$1.25M
|