Purchases and Sales Made in Q2 2022 in Msci Eafe Value ETF (EFV)
This table provides information about the institutional ownership of Msci Eafe Value ETF (EFV) during Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 02, 2022
Q2 2022
|
Financial Counselors Inc
|
SELL
|
- |
-4.08KClosed |
$177K - $207K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-4.12KClosed |
$179K - $209K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Courier Capital LLC
|
SELL
|
- |
-4.13KClosed |
$179K - $210K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-4.14K- 4.38% |
$180K - $210K
|
90.5K
$4.73M
|
|
Aug 09, 2022
Q2 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-4.16KClosed |
$180K - $211K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-4.18KClosed |
$181K - $212K
|
0
$0
|
|
Aug 11, 2023
Q2 2022
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-4.29K- 7.9% |
$186K - $218K
|
50K
$2.61M
|
|
Aug 08, 2022
Q2 2022
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-4.33KClosed |
$187K - $220K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-4.4K- 17.69% |
$191K - $224K
|
20.5K
$1.07M
|
|
Aug 11, 2022
Q2 2022
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-4.41KClosed |
$191K - $224K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-4.41KClosed |
$191K - $224K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-4.41K- 2.69% |
$191K - $224K
|
160K
$8.35M
|
|
Aug 08, 2022
Q2 2022
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-4.46KClosed |
$193K - $226K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-4.48K- 12.81% |
$194K - $227K
|
30.5K
$1.59M
|
|
Jul 19, 2022
Q2 2022
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-4.59KClosed |
$199K - $233K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-4.69KClosed |
$203K - $238K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Mai Capital Management
|
SELL
|
- |
-4.8KClosed |
$208K - $244K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.83K- 1.72% |
$209K - $245K
|
276K
$14.5M
|
|
Jul 12, 2022
Q2 2022
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-4.83KClosed |
$209K - $245K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-5.02K- 32.8% |
$218K - $255K
|
10.3K
$538K
|
|
Jul 19, 2022
Q2 2022
|
Simplicity Wealth,Llc
|
SELL
|
- |
-5.08KClosed |
$220K - $258K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-5.38KClosed |
$233K - $273K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-5.39KClosed |
$233K - $274K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-5.55K- 32.69% |
$241K - $282K
|
11.4K
$598K
|
|
Jul 13, 2022
Q2 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-5.58K- 25.41% |
$242K - $284K
|
16.4K
$857K
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-5.9KClosed |
$255K - $299K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-5.98KClosed |
$259K - $303K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-6.23KClosed |
$270K - $316K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-6.34K- 6.41% |
$275K - $322K
|
92.6K
$4.84M
|
|
Aug 08, 2022
Q2 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-6.64KClosed |
$288K - $337K
|
0
$0
|
|
Jul 08, 2022
Q2 2022
|
Mcia Inc
|
SELL
|
- |
-6.84K- 1.5% |
$296K - $347K
|
448K
$23.4M
|
|
Aug 04, 2022
Q2 2022
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-6.89K- 20.82% |
$299K - $350K
|
26.2K
$1.37M
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-7.06KClosed |
$306K - $359K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Investment Advisory Group, LLC
|
SELL
|
- |
-7.1KClosed |
$308K - $361K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-7.12K- 15.82% |
$309K - $362K
|
37.9K
$1.98M
|
|
Jul 07, 2022
Q2 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-7.16KClosed |
$310K - $364K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-7.2KClosed |
$312K - $366K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Regions Financial Corp
|
SELL
|
- |
-7.44K- 57.86% |
$322K - $378K
|
5.42K
$283K
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
SELL
|
- |
-7.68K- 15.32% |
$333K - $390K
|
42.4K
$2.22M
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-7.68K- 3.49% |
$333K - $390K
|
212K
$11.1M
|
|
Aug 15, 2022
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-7.74KClosed |
$335K - $393K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-7.94KClosed |
$344K - $403K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-8.02K- 16.8% |
$347K - $407K
|
39.7K
$2.08M
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-8.04K- 1.97% |
$348K - $408K
|
399K
$20.9M
|
|
Oct 12, 2023
Q2 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-8.13K- 17.29% |
$352K - $413K
|
38.9K
$2.03M
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-8.87K- 22.64% |
$384K - $450K
|
30.3K
$1.58M
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-8.98K- 10.79% |
$389K - $456K
|
74.2K
$3.88M
|
|
Sep 13, 2022
Q2 2022
|
Brown Advisory Inc
|
SELL
|
- |
-9.23K- 16.66% |
$400K - $469K
|
46.2K
$2.41M
|
|
Jul 11, 2022
Q2 2022
|
Friedenthal Financial
|
SELL
|
- |
-9.44K- 21.74% |
$409K - $479K
|
34K
$1.78M
|
|
Aug 16, 2022
Q2 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-9.46K- 6.68% |
$410K - $480K
|
132K
$6.91M
|