Purchases and Sales Made in Q3 2022 in Msci Eafe Value ETF (EFV)

EFV Quotes by TradingView

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 27, 2022 Q3 2022
Asset Dedication, LLC

BUY
 -
14K
New
$540K - $635K
14K $734K
Nov 02, 2022 Q3 2022
Tanglewood Wealth Management, Inc.

BUY
 -
14K
+ 16.73%
$538K - $634K
97.7K $5.11M
Dec 05, 2022 Q3 2022
Centaurus Financial, Inc.

BUY
 -
13.6K
+ 35.92%
$523K - $616K
51.5K $2.69M
Nov 03, 2022 Q3 2022
Angeles Investment Advisors, LLC

BUY
 -
13.1K
+ 23.87%
$504K - $593K
68K $3.56M
Oct 31, 2022 Q3 2022
Vance Wealth, Inc.

Santa Clarita, CA
BUY
 -
12.9K
+ 20.43%
$497K - $585K
76.3K $3.99M
Nov 01, 2022 Q3 2022
Summit X, LLC

Chesterfield, MO
BUY
 -
12.5K
+ 10.78%
$482K - $567K
129K $6.74M
Nov 01, 2022 Q3 2022
Hartline Investment Corp

Winnetka, IL
BUY
 -
12.3K
New
$474K - $558K
12.3K $645K
Nov 02, 2022 Q3 2022
Bdo Wealth Advisors, LLC

Jacksonville, FL
BUY
 -
11.7K
+ 19.98%
$451K - $531K
70.5K $3.68M
Nov 14, 2022 Q3 2022
Northern Trust Corp

Chicago, IL
BUY
 -
11.5K
+ 8.49%
$443K - $521K
147K $7.69M
Oct 17, 2022 Q3 2022
My Legacy Advisors, LLC

BUY
 -
11.3K
+ 45.84%
$436K - $513K
36.1K $1.89M
Nov 14, 2022 Q3 2022
Cary Street Partners Asset Management LLC

Richmond, VA
BUY
 -
10.8K
+ 5.94%
$415K - $489K
193K $10.1M
Oct 20, 2022 Q3 2022
Dynamic Advisor Solutions LLC

BUY
 -
10.4K
New
$401K - $472K
10.4K $546K
Nov 14, 2022 Q3 2022
Johnson Investment Counsel Inc

Cincinnati, OH
BUY
 -
10.4K
+ 14.0%
$400K - $470K
84.6K $4.43M
Oct 17, 2022 Q3 2022
Riversedge Advisors, LLC

BUY
 -
10.3K
New
$398K - $468K
10.3K $541K
Nov 14, 2022 Q3 2022
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
10.3K
+ 118.37%
$397K - $467K
19K $995K
Feb 13, 2023 Q3 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
10.2K
+ 1.71%
$391K - $461K
605K $31.7M
Nov 10, 2022 Q3 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
10.1K
+ 3.66%
$389K - $457K
286K $15M
Nov 07, 2022 Q3 2022
Truadvice, LLC

Sarasota, FL
BUY
 -
10.1K
+ 22.71%
$387K - $455K
54.3K $2.84M
Nov 14, 2022 Q3 2022
Vpr Management LLC

Houston, TX
BUY
 -
10K
+ 38.91%
$385K - $452K
35.7K $1.87M
Oct 20, 2022 Q3 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
9.86K
+ 104.09%
$379K - $446K
19.3K $1.01M
Jan 27, 2023 Q3 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
9.86K
+ 104.09%
$379K - $446K
19.3K $1.01M
Nov 16, 2022 Q3 2022
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
9.77K
+ 12.1%
$376K - $442K
90.5K $4.73M
Nov 14, 2022 Q3 2022
Oppenheimer & CO Inc

New York, NY
BUY
 -
9.73K
New
$374K - $440K
9.73K $509K
Nov 10, 2022 Q3 2022
Strategic Wealth Advisors Group, LLC

Sacramento, CA
BUY
 -
9.58K
+ 18.84%
$369K - $434K
60.4K $3.16M
Nov 09, 2022 Q3 2022
Corepath Wealth Partners LLC

Scottsdale, AZ
BUY
 -
9.18K
+ 5.27%
$353K - $415K
183K $9.58M
Nov 09, 2022 Q3 2022
Ritter Daniher Financial Advisory LLC

Cincinnati, OH
BUY
 -
8.99K
+ 12488.89%
$346K - $407K
9.06K $474K
Nov 14, 2022 Q3 2022
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
8.96K
New
$344K - $405K
8.96K $468K
Nov 04, 2022 Q3 2022
Maripau Wealth Management LLC

Fort Wayne, IN
BUY
 -
8.95K
+ 13.93%
$344K - $405K
73.2K $3.83M
Oct 28, 2022 Q3 2022
Country Club Bank

BUY
 -
8.74K
+ 82.77%
$336K - $395K
19.3K $1.01M
Nov 14, 2022 Q3 2022
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
8.67K
+ 8.77%
$333K - $392K
107K $5.62M
Oct 24, 2022 Q3 2022
Stratos Wealth Partners, Ltd.

BUY
 -
8.54K
+ 72.3%
$328K - $386K
20.3K $1.06M
Oct 12, 2022 Q3 2022
Simplicity Wealth,Llc

BUY
 -
7.88K
New
$303K - $357K
7.88K $412K
Nov 04, 2022 Q3 2022
1 St Source Bank

BUY
 -
7.69K
+ 2.19%
$296K - $348K
360K $18.8M
Aug 16, 2024 Q3 2022
Td Private Client Wealth LLC

New York, NY
BUY
 -
7.42K
+ 46.1%
$285K - $336K
23.5K $1.23M
Nov 10, 2022 Q3 2022
Wade G W & Inc

Wellesley, MA
BUY
 -
7.37K
+ 76.97%
$283K - $333K
16.9K $886K
Nov 02, 2022 Q3 2022
Dubuque Bank & Trust CO

BUY
 -
7.13K
+ 1.07%
$274K - $323K
672K $35.1M
Oct 24, 2022 Q3 2022
Clear Creek Financial Management, LLC

BUY
 -
6.91K
+ 26.26%
$266K - $313K
33.2K $1.74M
Aug 11, 2023 Q3 2022
Hill Investment Group Partners, LLC

St. Louis, MO
BUY
 -
6.74K
+ 13.48%
$259K - $305K
56.7K $2.97M
Oct 12, 2022 Q3 2022
Revolve Wealth Partners, LLC

BUY
 -
6.59K
+ 47.1%
$253K - $298K
20.6K $1.08M
Oct 27, 2022 Q3 2022
Northwest Wealth Management, LLC

BUY
 -
6.55K
+ 7.17%
$252K - $296K
97.9K $5.12M
Nov 14, 2022 Q3 2022
Kb Financial Partners, LLC

Princeton, NJ
BUY
 -
6.3K
+ 22.93%
$242K - $285K
33.8K $1.77M
Nov 01, 2022 Q3 2022
Integrated Capital Management, Inc.

BUY
 -
6.28K
+ 5.04%
$242K - $284K
131K $6.85M
Oct 14, 2022 Q3 2022
Collective Family Office LLC

BUY
 -
6.27K
+ 11.98%
$241K - $284K
58.6K $3.06M
Nov 08, 2022 Q3 2022
Rgt Wealth Advisors, LLC

BUY
 -
6.13K
+ 4.79%
$236K - $277K
134K $7.01M
Oct 28, 2022 Q3 2022
Lauterbach Financial Advisors, LLC

BUY
 -
6.12K
New
$235K - $277K
6.12K $320K
Oct 18, 2022 Q3 2022
Wedbush Securities Inc

BUY
 -
6.08K
+ 34.17%
$234K - $275K
23.9K $1.25M
Nov 01, 2022 Q3 2022
Brinker Capital Investments, LLC

BUY
 -
5.95K
+ 19.64%
$229K - $269K
36.3K $1.9M
Nov 10, 2022 Q3 2022
King Luther Capital Management Corp

Fort Worth, TX
BUY
 -
5.87K
New
$226K - $265K
5.87K $307K
Nov 10, 2022 Q3 2022
Campion Asset Management

BUY
 -
5.79K
+ 33.65%
$223K - $262K
23K $1.2M

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