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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2022
Q2 2022
|
Integrated Capital Management, Inc.
|
BUY
|
- |
5.96K+ 5.02% |
$258K - $303K
|
125K
$6.52M
|
|
|
Aug 08, 2022
Q2 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
5.86K+ 16.95% |
$254K - $298K
|
40.4K
$2.11M
|
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.61K+ 89.01% |
$243K - $285K
|
11.9K
$623K
|
|
|
Jul 15, 2022
Q2 2022
|
Harbor Group, Inc.
|
BUY
|
- |
5.55KNew |
$241K - $282K
|
5.55K
$290K
|
|
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
5.45K+ 20.16% |
$236K - $277K
|
32.5K
$1.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
5.42K+ 3.07% |
$235K - $275K
|
182K
$9.52M
|
|
|
Aug 05, 2022
Q2 2022
|
Marco Investment Management LLC
|
BUY
|
- |
5.42KNew |
$235K - $275K
|
5.42K
$283K
|
|
|
Jul 19, 2022
Q2 2022
|
First American Trust, Fsb
|
BUY
|
- |
5.4K+ 6.09% |
$234K - $274K
|
94K
$4.92M
|
|
|
Aug 05, 2022
Q2 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
5.38KNew |
$233K - $273K
|
5.38K
$281K
|
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
BUY
|
- |
5.33K+ 108.62% |
$231K - $271K
|
10.2K
$535K
|
|
|
Jul 20, 2022
Q2 2022
|
Conning Inc.
|
BUY
|
- |
5.3K+ 41.53% |
$230K - $269K
|
18.1K
$944K
|
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
5.26K+ 42.17% |
$228K - $267K
|
17.7K
$927K
|
|
|
Aug 12, 2022
Q2 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
5.25K+ 4.73% |
$227K - $266K
|
116K
$6.08M
|
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.19K+ 11.13% |
$225K - $263K
|
51.8K
$2.71M
|
|
|
Jul 26, 2022
Q2 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
5.13KNew |
$222K - $260K
|
5.13K
$268K
|
|
|
Aug 30, 2022
Q2 2022
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
5.1KNew |
$221K - $259K
|
5.1K
$266K
|
|
|
Aug 05, 2022
Q2 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
5.08K+ 6.09% |
$220K - $258K
|
88.5K
$4.63M
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.02K+ 9.25% |
$218K - $255K
|
59.3K
$3.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5.01K+ 2.08% |
$217K - $254K
|
245K
$12.8M
|
|
|
Jul 27, 2022
Q2 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
4.98KNew |
$216K - $253K
|
4.98K
$260K
|
|
|
Aug 15, 2022
Q2 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
4.86K+ 31.37% |
$211K - $247K
|
20.3K
$1.06M
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.78K+ 6.59% |
$207K - $243K
|
77.3K
$4.04M
|
|
|
Jul 29, 2022
Q2 2022
|
Peak Financial Management, Inc.
|
BUY
|
- |
4.75KNew |
$206K - $241K
|
4.75K
$248K
|
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4.7K+ 6.37% |
$204K - $239K
|
78.4K
$4.1M
|
|
|
Jul 26, 2022
Q2 2022
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
4.68K+ 1.67% |
$203K - $238K
|
285K
$14.9M
|
|
|
Jul 15, 2022
Q2 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
4.67K+ 9.61% |
$202K - $237K
|
53.2K
$2.78M
|
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
4.66K+ 18.54% |
$202K - $237K
|
29.8K
$1.56M
|
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4.61K+ 4.99% |
$200K - $234K
|
96.9K
$5.07M
|
|
|
Aug 12, 2022
Q2 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
4.58K+ 3.6% |
$199K - $233K
|
132K
$6.89M
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
4.55K+ 12.8% |
$197K - $231K
|
40.1K
$2.1M
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.47K+ 2.01% |
$194K - $227K
|
227K
$11.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.46K+ 35.82% |
$193K - $227K
|
16.9K
$885K
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.2K+ 26.76% |
$182K - $213K
|
19.9K
$1.04M
|
|
|
Aug 05, 2022
Q2 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
4.08K+ 25.71% |
$177K - $207K
|
20K
$1.04M
|
|
|
Jul 19, 2022
Q2 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
4.03K+ 1.17% |
$175K - $205K
|
349K
$18.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3.89K+ 82.72% |
$169K - $198K
|
8.6K
$449K
|
|
|
Aug 03, 2022
Q2 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
3.86KNew |
$167K - $196K
|
3.86K
$202K
|
|
|
Aug 15, 2022
Q2 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
3.67K+ 0.23% |
$159K - $186K
|
1.58M
$82.7M
|
|
|
Aug 03, 2022
Q2 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
3.58K+ 3.57% |
$155K - $182K
|
104K
$5.42M
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.56K+ 18.46% |
$154K - $181K
|
22.8K
$1.19M
|
|
|
Aug 04, 2022
Q2 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
3.54K+ 1.73% |
$154K - $180K
|
209K
$10.9M
|
|
|
Aug 01, 2022
Q2 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
3.4K+ 79.9% |
$147K - $173K
|
7.65K
$400K
|
|
|
Aug 15, 2022
Q2 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
3.38K+ 40.7% |
$146K - $172K
|
11.7K
$611K
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
3.32K+ 61.87% |
$144K - $168K
|
8.68K
$454K
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
3.12K+ 21.29% |
$135K - $159K
|
17.8K
$930K
|
|
|
Jul 25, 2022
Q2 2022
|
Foster Group, Inc.
|
BUY
|
- |
3.12K+ 15.44% |
$135K - $158K
|
23.3K
$1.22M
|
|
|
Jul 18, 2022
Q2 2022
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
3.11K+ 2.24% |
$135K - $158K
|
142K
$7.41M
|
|
|
Jul 15, 2022
Q2 2022
|
Alhambra Investment Partners LLC
|
BUY
|
- |
3.1K+ 7.87% |
$134K - $157K
|
42.4K
$2.22M
|
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
3.08K+ 2.22% |
$133K - $156K
|
142K
$7.4M
|
|
|
Aug 11, 2022
Q2 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
3.08K+ 2.46% |
$133K - $156K
|
128K
$6.71M
|