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
|
Wrapmanager Inc
|
SELL
|
- |
-157- 1.46% |
$6.04K - $7.1K
|
10.6K
$553K
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-160Closed |
$6.15K - $7.24K
|
0
$0
|
|
Nov 10, 2022
Q3 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-171- 6.39% |
$6.57K - $7.74K
|
2.51K
$131K
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-173- 5.5% |
$6.65K - $7.83K
|
2.97K
$155K
|
|
Nov 14, 2022
Q3 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-191- 2.48% |
$7.34K - $8.64K
|
7.51K
$392K
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-200- 0.45% |
$7.69K - $9.05K
|
44.4K
$2.32M
|
|
Oct 18, 2022
Q3 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-200- 3.16% |
$7.69K - $9.05K
|
6.12K
$320K
|
|
Nov 08, 2022
Q3 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-204- 6.13% |
$7.84K - $9.23K
|
3.12K
$163K
|
|
Nov 01, 2022
Q3 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-227- 1.81% |
$8.73K - $10.3K
|
12.3K
$645K
|
|
Oct 17, 2022
Q3 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-228- 1.06% |
$8.77K - $10.3K
|
21.3K
$1.11M
|
|
Nov 03, 2022
Q3 2022
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-246- 0.63% |
$9.46K - $11.1K
|
38.8K
$2.03M
|
|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-289- 1.08% |
$11.1K - $13.1K
|
26.4K
$1.38M
|
|
Nov 15, 2022
Q3 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-322- 1.95% |
$12.4K - $14.6K
|
16.2K
$846K
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-364- 15.99% |
$14K - $16.5K
|
1.91K
$100K
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-375- 8.91% |
$14.4K - $17K
|
3.83K
$200K
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-389- 47.61% |
$15K - $17.6K
|
428
$22.4K
|
|
Nov 15, 2022
Q3 2022
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-404- 3.56% |
$15.5K - $18.3K
|
11K
$573K
|
|
Aug 26, 2024
Q3 2022
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-406- 2.35% |
$15.6K - $18.4K
|
16.9K
$883K
|
|
Nov 09, 2022
Q3 2022
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-413- 2.0% |
$15.9K - $18.7K
|
20.2K
$1.06M
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-436- 2.19% |
$16.8K - $19.7K
|
19.5K
$1.02M
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-448- 7.42% |
$17.2K - $20.3K
|
5.59K
$292K
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-452- 9.08% |
$17.4K - $20.4K
|
4.53K
$237K
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-467Closed |
$18K - $21.1K
|
0
$0
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
SELL
|
- |
-474- 10.61% |
$18.2K - $21.4K
|
4K
$209K
|
|
Oct 27, 2022
Q3 2022
|
Simmons Bank
|
SELL
|
- |
-480- 5.47% |
$18.5K - $21.7K
|
8.29K
$434K
|
|
Nov 14, 2022
Q3 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-482- 25.8% |
$18.5K - $21.8K
|
1.39K
$72.5K
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-498- 26.5% |
$19.1K - $22.5K
|
1.38K
$72.2K
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
SELL
|
- |
-499- 3.65% |
$19.2K - $22.6K
|
13.2K
$689K
|
|
Nov 10, 2022
Q3 2022
|
Oak Family Advisors, LLC
|
SELL
|
- |
-500- 7.51% |
$19.2K - $22.6K
|
6.16K
$322K
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-555- 5.39% |
$21.3K - $25.1K
|
9.74K
$509K
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-592- 12.98% |
$22.8K - $26.8K
|
3.97K
$208K
|
|
Oct 17, 2022
Q3 2022
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-603- 3.63% |
$23.2K - $27.3K
|
16K
$836K
|
|
Oct 25, 2022
Q3 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-621- 7.02% |
$23.9K - $28.1K
|
8.22K
$430K
|
|
Oct 19, 2022
Q3 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-625- 5.31% |
$24K - $28.3K
|
11.2K
$583K
|
|
Oct 12, 2022
Q3 2022
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-629- 0.28% |
$24.2K - $28.5K
|
222K
$11.6M
|
|
Oct 20, 2022
Q3 2022
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-641- 10.93% |
$24.6K - $29K
|
5.22K
$273K
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-665- 9.38% |
$25.6K - $30.1K
|
6.42K
$336K
|
|
Nov 10, 2022
Q3 2022
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-667- 0.53% |
$25.6K - $30.2K
|
124K
$6.51M
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-737- 1.57% |
$28.3K - $33.3K
|
46.2K
$2.42M
|
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-744- 0.08% |
$28.6K - $33.7K
|
902K
$47.2M
|
|
Nov 14, 2022
Q3 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-750- 47.47% |
$28.8K - $33.9K
|
830
$43.4K
|
|
Oct 12, 2022
Q3 2022
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-766- 3.16% |
$29.5K - $34.7K
|
23.5K
$1.23M
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-770- 1.87% |
$29.6K - $34.8K
|
40.4K
$2.11M
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-775- 10.97% |
$29.8K - $35.1K
|
6.29K
$329K
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-776- 14.97% |
$29.8K - $35.1K
|
4.41K
$230K
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-789- 12.1% |
$30.3K - $35.7K
|
5.73K
$300K
|
|
Nov 23, 2022
Q3 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-804- 0.4% |
$30.9K - $36.4K
|
202K
$10.6M
|
|
Nov 08, 2022
Q3 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-838- 91.09% |
$32.2K - $37.9K
|
82
$4.29K
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-881- 0.84% |
$33.9K - $39.9K
|
104K
$5.42M
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-935- 16.97% |
$36K - $42.3K
|
4.58K
$239K
|