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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
1.8K+ 0.99% |
$69.4K - $81.6K
|
184K
$9.54M
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.77K+ 405.28% |
$67.9K - $79.9K
|
2.2K
$114K
|
|
Nov 15, 2022
Q3 2022
|
Family Firm, Inc.
|
BUY
|
- |
1.73K+ 19.53% |
$66.5K - $78.3K
|
10.6K
$549K
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.73K+ 17.67% |
$66.4K - $78.2K
|
11.5K
$597K
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.7K+ 16.38% |
$65.5K - $77.1K
|
12.1K
$628K
|
|
Nov 14, 2022
Q3 2022
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
1.65K+ 10.06% |
$63.5K - $74.7K
|
18.1K
$937K
|
|
Nov 08, 2022
Q3 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.61K+ 10.42% |
$61.9K - $72.9K
|
17.1K
$886K
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.49K+ 0.61% |
$57.1K - $67.2K
|
247K
$12.8M
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.45K+ 2.7% |
$55.8K - $65.7K
|
55.2K
$2.87M
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.45K+ 7.08% |
$55.8K - $65.6K
|
21.9K
$1.14M
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.44K+ 1.78% |
$55.5K - $65.3K
|
82.6K
$4.28M
|
|
Nov 10, 2022
Q3 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1.41KNew |
$54.2K - $63.7K
|
1.41K
$73.1K
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.38KNew |
$53.1K - $62.5K
|
1.38K
$71.7K
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.36K+ 4.47% |
$52.1K - $61.3K
|
31.7K
$1.64M
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
BUY
|
- |
1.31K+ 17.23% |
$50.2K - $59.1K
|
8.89K
$461K
|
|
Oct 17, 2022
Q3 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1.29K+ 22.49% |
$49.6K - $58.4K
|
7.03K
$365K
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.28K+ 256.29% |
$49.4K - $58.1K
|
1.79K
$92.6K
|
|
Oct 13, 2022
Q3 2022
|
Patten Group, Inc.
|
BUY
|
- |
1.17K+ 24.13% |
$44.9K - $52.8K
|
6K
$311K
|
|
Nov 09, 2022
Q3 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.16KNew |
$44.8K - $52.7K
|
1.16K
$60.4K
|
|
Oct 12, 2022
Q3 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.13K+ 1.31% |
$43.4K - $51.1K
|
87.5K
$4.54M
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.1K+ 429.41% |
$42.1K - $49.5K
|
1.35K
$70K
|
|
Oct 26, 2022
Q3 2022
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
1.02K+ 2.9% |
$39.2K - $46.1K
|
36.2K
$1.88M
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
954+ 9.03% |
$36.7K - $43.2K
|
11.5K
$598K
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
866+ 0.7% |
$33.3K - $39.2K
|
125K
$6.48M
|
|
Oct 13, 2022
Q3 2022
|
Foster Group, Inc.
|
BUY
|
- |
824+ 3.54% |
$31.7K - $37.3K
|
24.1K
$1.25M
|
|
Nov 10, 2022
Q3 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
785+ 6.95% |
$30.2K - $35.5K
|
12.1K
$627K
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
750New |
$28.8K - $33.9K
|
750
$38.9K
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
727+ 643.36% |
$28K - $32.9K
|
840
$43.6K
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
713+ 0.12% |
$27.4K - $32.3K
|
620K
$32.2M
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
707+ 7.82% |
$27.2K - $32K
|
9.75K
$506K
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
698New |
$26.8K - $31.6K
|
698
$36.2K
|
|
Nov 14, 2022
Q3 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
676+ 5.54% |
$26K - $30.6K
|
12.9K
$669K
|
|
Nov 02, 2022
Q3 2022
|
Navalign, LLC
|
BUY
|
- |
663+ 10.56% |
$25.5K - $30K
|
6.94K
$360K
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
613New |
$23.6K - $27.7K
|
613
$31.8K
|
|
Oct 26, 2022
Q3 2022
|
F3 Logic, LLC
|
BUY
|
- |
610+ 7.47% |
$23.5K - $27.6K
|
8.77K
$455K
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
600+ 1.39% |
$23.1K - $27.1K
|
43.9K
$2.28M
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
588+ 2.1% |
$22.6K - $26.6K
|
28.6K
$1.48M
|
|
Oct 13, 2022
Q3 2022
|
Alhambra Investment Partners LLC
|
BUY
|
- |
585+ 1.38% |
$22.5K - $26.5K
|
43K
$2.23M
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
580+ 2.22% |
$22.3K - $26.2K
|
26.7K
$1.39M
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
527New |
$20.3K - $23.8K
|
527
$27.3K
|
|
Nov 10, 2022
Q3 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
483+ 4.94% |
$18.6K - $21.9K
|
10.3K
$532K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
449New |
$17.3K - $20.3K
|
449
$23.3K
|
|
Oct 28, 2022
Q3 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
447+ 9.42% |
$17.2K - $20.2K
|
5.19K
$269K
|
|
Oct 19, 2022
Q3 2022
|
Essex Savings Bank
|
BUY
|
- |
438+ 5.36% |
$16.8K - $19.8K
|
8.61K
$447K
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
BUY
|
- |
400+ 400.0% |
$15.4K - $18.1K
|
500
$25.9K
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
389+ 2.56% |
$15K - $17.6K
|
15.6K
$808K
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
368New |
$14.1K - $16.6K
|
368
$19.1K
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
346+ 1.52% |
$13.3K - $15.7K
|
23.2K
$1.2M
|
|
Nov 09, 2022
Q3 2022
|
Weil Company, Inc.
|
BUY
|
- |
340+ 1.38% |
$13.1K - $15.4K
|
25K
$1.3M
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
336+ 4.71% |
$12.9K - $15.2K
|
7.47K
$387K
|