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 12, 2022 Q3 2022
Polaris Wealth Advisory Group, LLC

BUY
 -
5.79K
+ 9.59%
$223K - $262K
66.1K $3.46M
Nov 21, 2022 Q3 2022
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
5.72K
New
$220K - $259K
5.72K $299K
Nov 14, 2022 Q3 2022
Advisor Partners Ii, LLC

Walnut Creek, CA
BUY
 -
5.65K
New
$217K - $256K
5.65K $296K
Oct 27, 2022 Q3 2022
Prospera Financial Services Inc

BUY
 -
5.65K
+ 39.05%
$217K - $255K
20.1K $1.05M
Nov 16, 2022 Q3 2022
Sky View Investment Advisors, LLC

Shrewsbury, NJ
BUY
 -
5.62K
+ 19.71%
$216K - $254K
34.1K $1.78M
Dec 01, 2022 Q3 2022
Mufg Americas Holdings Corp

BUY
 -
5.49K
+ 2.12%
$211K - $249K
264K $13.8M
Oct 31, 2022 Q3 2022
Mufg Americas Holdings Corp

BUY
 -
5.49K
+ 2.12%
$211K - $249K
264K $13.8M
Nov 09, 2022 Q3 2022
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
BUY
 -
5.49K
+ 18.3%
$211K - $248K
35.5K $1.85M
Nov 02, 2022 Q3 2022
North Star Investment Management Corp.

Chicago, IL
BUY
 -
5.36K
+ 6.22%
$206K - $242K
91.4K $4.78M
Feb 14, 2023 Q3 2022
Y Intercept (Hong Kong) LTD

BUY
 -
5.35K
New
$206K - $242K
5.35K $280K
Nov 14, 2022 Q3 2022
Capital Square, LLC

BUY
 -
5.22K
New
$201K - $236K
5.22K $273K
Nov 01, 2022 Q3 2022
Allegheny Financial Group LTD

Pittsburgh, PA
BUY
 -
5.2K
New
$200K - $235K
5.2K $272K
Oct 12, 2022 Q3 2022
Sol Capital Management CO

BUY
 -
5.19K
+ 7.75%
$200K - $235K
72.1K $3.77M
Oct 12, 2022 Q3 2022
Rtd Financial Advisors, Inc.

BUY
 -
5.09K
+ 3.74%
$196K - $230K
141K $7.39M
Nov 23, 2022 Q3 2022
Invst, LLC

Indianapolis, IN
BUY
 -
4.97K
+ 3.11%
$191K - $225K
165K $8.61M
Oct 20, 2022 Q3 2022
Waller Financial Planning Group, Inc

BUY
 -
4.81K
+ 3.39%
$185K - $218K
146K $7.66M
Nov 08, 2022 Q3 2022
Brr Op Co, LLC

BUY
 -
4.67K
+ 12.54%
$180K - $211K
41.9K $2.19M
Oct 28, 2022 Q3 2022
Ifg Advisory, LLC

BUY
 -
4.64K
+ 10.54%
$178K - $210K
48.7K $2.55M
Oct 12, 2022 Q3 2022
Harbor Group, Inc.

BUY
 -
4.08K
+ 73.38%
$157K - $184K
9.63K $503K
Oct 06, 2022 Q3 2022
Uma Financial Services, Inc.

BUY
 -
4.01K
+ 2.29%
$154K - $181K
179K $9.37M
Nov 08, 2022 Q3 2022
Efficient Advisors, LLC

BUY
 -
3.97K
+ 1.48%
$153K - $180K
272K $14.2M
Nov 03, 2022 Q3 2022
Maryland Capital Advisors Inc.

BUY
 -
3.8K
+ 4.17%
$146K - $172K
94.9K $4.96M
Nov 14, 2022 Q3 2022
Alesco Advisors LLC

Pittsford, NY
BUY
 -
3.73K
+ 0.24%
$143K - $169K
1.58M $82.9M
Nov 07, 2022 Q3 2022
Wakefield Asset Management Lllp

Englewood, CO
BUY
 -
3.72K
+ 0.94%
$143K - $168K
397K $20.8M
Dec 12, 2022 Q3 2022
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
3.62K
+ 12.82%
$139K - $164K
31.9K $1.67M
Oct 31, 2022 Q3 2022
Telos Capital Management, Inc.

BUY
 -
3.57K
+ 8.21%
$137K - $161K
47.1K $2.46M
Nov 14, 2022 Q3 2022
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
3.53K
+ 16.64%
$136K - $159K
24.7K $1.29M
Nov 15, 2022 Q3 2022
Signature Securities Group Corporation

BUY
 -
3.48K
New
$134K - $158K
3.48K $182K
Nov 01, 2022 Q3 2022
Kestra Advisory Services, LLC

BUY
 -
3.42K
+ 0.45%
$131K - $154K
755K $39.5M
Nov 02, 2022 Q3 2022
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
3.4K
+ 23.13%
$131K - $154K
18.1K $946K
Oct 24, 2022 Q3 2022
Shufro Rose & CO LLC

BUY
 -
3.37K
+ 41.24%
$130K - $152K
11.5K $603K
Nov 07, 2022 Q3 2022
Interchange Capital Partners, LLC

BUY
 -
3.33K
+ 19.36%
$128K - $151K
20.5K $1.07M
Nov 09, 2022 Q3 2022
Alera Investment Advisors, LLC

BUY
 -
3.32K
+ 8.22%
$128K - $150K
43.7K $2.29M
Nov 14, 2022 Q3 2022
Keebeck Wealth Management, LLC

Chicago, IL
BUY
 -
3.27K
+ 3.4%
$126K - $148K
99.5K $5.2M
Nov 10, 2022 Q3 2022
Marks Group Wealth Management, Inc

Minnetonka, MN
BUY
 -
3.21K
+ 1.99%
$123K - $145K
164K $8.58M
Oct 31, 2022 Q3 2022
Valeo Financial Advisors, LLC

BUY
 -
3.18K
+ 51.68%
$122K - $144K
9.34K $488K
Nov 09, 2022 Q3 2022
Westside Investment Management, Inc.

BUY
 -
2.73K
+ 5.12%
$105K - $123K
55.9K $2.92M
Nov 14, 2022 Q3 2022
Ncm Capital Management, LLC

Ramsey, NJ
BUY
 -
2.47K
+ 10.08%
$94.9K - $112K
27K $1.41M
Nov 14, 2022 Q3 2022
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
2.45K
+ 5.85%
$94.2K - $111K
44.3K $2.32M
Oct 24, 2022 Q3 2022
Wealth Architects, LLC

BUY
 -
2.37K
+ 34.35%
$91K - $107K
9.26K $484K
Oct 26, 2022 Q3 2022
Connable Office Inc

BUY
 -
2.36K
+ 0.55%
$90.7K - $107K
432K $22.6M
Nov 14, 2022 Q3 2022
Brown Advisory Inc

BUY
 -
2.31K
+ 4.61%
$88.9K - $105K
52.5K $2.74M
Nov 03, 2022 Q3 2022
Wsfs Capital Management, LLC

Philadelphia, PA
BUY
 -
2.2K
+ 7.69%
$84.6K - $99.5K
30.8K $1.61M
Oct 12, 2022 Q3 2022
First Citizens Financial Corp

BUY
 -
2.09K
+ 23.26%
$80.3K - $94.5K
11.1K $579K
Nov 14, 2022 Q3 2022
Total Wealth Planning, LLC

BUY
 -
1.99K
+ 33.3%
$76.6K - $90.1K
7.97K $417K
Nov 10, 2022 Q3 2022
Plancorp, LLC

BUY
 -
1.94K
+ 0.68%
$74.7K - $87.9K
288K $15M
Oct 18, 2022 Q3 2022
Zhang Financial LLC

BUY
 -
1.92K
+ 2.17%
$73.7K - $86.8K
90.4K $4.72M
Oct 18, 2022 Q3 2022
Rnc Capital Management LLC

BUY
 -
1.9K
+ 26.76%
$73.1K - $86K
9K $471K
Oct 24, 2022 Q3 2022
United Asset Strategies, Inc.

Garden City, NY
BUY
 -
1.83K
+ 3.27%
$70.4K - $82.9K
57.8K $3.02M

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