Purchases and Sales Made in Q3 2022 in Msci Eafe Value ETF (EFV)
This table provides information about the institutional ownership of Msci Eafe Value ETF (EFV) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 31, 2022
Q3 2022
|
Paragon Advisors, LLC
|
BUY
|
- |
40.9KNew |
$1.57M - $1.85M
|
40.9K
$2.14M
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
39.3K+ 221.69% |
$1.51M - $1.78M
|
57K
$2.98M
|
|
Sep 06, 2024
Q3 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
39.3K+ 84.06% |
$1.51M - $1.78M
|
86K
$4.49M
|
|
Oct 07, 2022
Q3 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
39.2KNew |
$1.51M - $1.77M
|
39.2K
$2.05M
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
39.1K+ 76.06% |
$1.5M - $1.77M
|
90.5K
$4.73M
|
|
Oct 18, 2022
Q3 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
38.3K+ 144.44% |
$1.47M - $1.73M
|
64.8K
$3.39M
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
36.8K+ 24.92% |
$1.42M - $1.67M
|
185K
$9.66M
|
|
Oct 27, 2022
Q3 2022
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
36KNew |
$1.38M - $1.63M
|
36K
$1.88M
|
|
Nov 09, 2022
Q3 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
34.9KNew |
$1.34M - $1.58M
|
34.9K
$1.82M
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
34.4K+ 20.86% |
$1.32M - $1.56M
|
199K
$10.4M
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
32.7K+ 98.71% |
$1.26M - $1.48M
|
65.8K
$3.44M
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
32.2KNew |
$1.24M - $1.46M
|
32.2K
$1.68M
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
31.9K+ 55.19% |
$1.22M - $1.44M
|
89.6K
$4.68M
|
|
Nov 14, 2022
Q3 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
31.8K+ 12.93% |
$1.22M - $1.44M
|
278K
$14.5M
|
|
Nov 09, 2022
Q3 2022
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
30.7KNew |
$1.18M - $1.39M
|
30.7K
$1.6M
|
|
Oct 28, 2022
Q3 2022
|
Sym Financial Corp
|
BUY
|
- |
30.6K+ 87.27% |
$1.18M - $1.39M
|
65.7K
$3.44M
|
|
Nov 01, 2022
Q3 2022
|
Stegner Investment Associates Inc.
|
BUY
|
- |
30.3KNew |
$1.16M - $1.37M
|
30.3K
$1.58M
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
BUY
|
- |
28.4K+ 20.58% |
$1.09M - $1.29M
|
166K
$8.7M
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
28.3K+ 184.0% |
$1.09M - $1.28M
|
43.7K
$2.29M
|
|
Nov 03, 2022
Q3 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
27.6K+ 264.58% |
$1.06M - $1.25M
|
38K
$1.99M
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
26.4K+ 43.63% |
$1.02M - $1.19M
|
86.9K
$4.55M
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
26KNew |
$1M - $1.18M
|
26K
$1.36M
|
|
Nov 14, 2022
Q3 2022
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
25.9KNew |
$994K - $1.17M
|
25.9K
$1.35M
|
|
Oct 19, 2022
Q3 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
25.8K+ 4.23% |
$992K - $1.17M
|
635K
$33.2M
|
|
Nov 01, 2022
Q3 2022
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
25.7KNew |
$988K - $1.16M
|
25.7K
$1.34M
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
25.1K+ 3.31% |
$966K - $1.14M
|
785K
$41.1M
|
|
Apr 24, 2023
Q3 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
24.5KNew |
$943K - $1.11M
|
24.5K
$1.28M
|
|
Nov 14, 2022
Q3 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
23.6K+ 18.72% |
$906K - $1.07M
|
149K
$7.82M
|
|
Dec 02, 2022
Q3 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
23.5K+ 646.66% |
$905K - $1.07M
|
27.2K
$1.42M
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
23.3K+ 54.84% |
$895K - $1.05M
|
65.7K
$3.44M
|
|
Nov 14, 2022
Q3 2022
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
23.3K+ 15.45% |
$895K - $1.05M
|
174K
$9.09M
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
23.2KNew |
$894K - $1.05M
|
23.2K
$1.22M
|
|
Nov 10, 2022
Q3 2022
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
23K+ 149.88% |
$885K - $1.04M
|
38.4K
$2.01M
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
22.4K+ 31.67% |
$862K - $1.01M
|
93.2K
$4.87M
|
|
Oct 25, 2022
Q3 2022
|
Crestone Asset Management LLC
|
BUY
|
- |
22.2K+ 3.57% |
$855K - $1.01M
|
646K
$33.8M
|
|
Nov 03, 2022
Q3 2022
|
Ieq Capital, LLC
|
BUY
|
- |
22.2K+ 46.86% |
$855K - $1.01M
|
69.7K
$3.64M
|
|
Oct 21, 2022
Q3 2022
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
22.1K+ 4.28% |
$848K - $998K
|
537K
$28.1M
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
21.1K+ 8.79% |
$810K - $953K
|
261K
$13.6M
|
|
Oct 03, 2022
Q3 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
20.6K+ 2.75% |
$794K - $934K
|
771K
$40.3M
|
|
Nov 14, 2022
Q3 2022
|
Ascent Group, LLC
|
BUY
|
- |
19.8K+ 92.79% |
$761K - $895K
|
41.1K
$2.15M
|
|
Oct 20, 2022
Q3 2022
|
Mcia Inc
|
BUY
|
- |
18.8K+ 4.19% |
$722K - $850K
|
467K
$24.4M
|
|
Oct 28, 2022
Q3 2022
|
Financial Life Advisors
|
BUY
|
- |
18.3KNew |
$704K - $829K
|
18.3K
$958K
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17K+ 1.54% |
$652K - $768K
|
1.12M
$58.6M
|
|
Nov 02, 2022
Q3 2022
|
North Rock Partners, LLC
|
BUY
|
- |
15.9K+ 3699.07% |
$612K - $720K
|
16.3K
$854K
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
15.8K+ 335.08% |
$606K - $713K
|
20.5K
$1.07M
|
|
Oct 14, 2022
Q3 2022
|
Flc Capital Advisors
|
BUY
|
- |
15.8K+ 9.09% |
$606K - $713K
|
189K
$9.89M
|
|
Nov 09, 2022
Q3 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
15.1KNew |
$581K - $683K
|
15.1K
$790K
|
|
Nov 14, 2022
Q3 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
15.1K+ 280.2% |
$580K - $682K
|
20.5K
$1.07M
|
|
Nov 09, 2022
Q3 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
14.6K+ 7.36% |
$562K - $661K
|
213K
$11.1M
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
14.3KNew |
$549K - $646K
|
14.3K
$747K
|