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 25, 2022
Q3 2022
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-946- 13.56% |
$36.4K - $42.8K
|
6.03K
$315K
|
|
|
Nov 14, 2022
Q3 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-961- 10.4% |
$37K - $43.5K
|
8.28K
$433K
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1K- 97.66% |
$38.5K - $45.2K
|
24
$1.25K
|
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.1K- 11.93% |
$42.3K - $49.8K
|
8.13K
$425K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-1.13K- 5.86% |
$43.6K - $51.3K
|
18.2K
$952K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.14K- 2.49% |
$43.9K - $51.7K
|
44.8K
$2.34M
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.2K- 17.54% |
$46.2K - $54.3K
|
5.65K
$295K
|
|
|
Nov 08, 2022
Q3 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.21K- 17.71% |
$46.6K - $54.8K
|
5.63K
$294K
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.23K- 7.11% |
$47.3K - $55.6K
|
16.1K
$840K
|
|
|
Nov 03, 2022
Q3 2022
|
Western Financial Corporation
|
SELL
|
- |
-1.23K- 14.44% |
$47.3K - $55.7K
|
7.29K
$381K
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-1.27K- 2.75% |
$48.7K - $57.3K
|
44.9K
$2.35M
|
|
|
Nov 09, 2022
Q3 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.32K- 12.66% |
$50.9K - $59.9K
|
9.13K
$478K
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
SELL
|
- |
-1.48K- 13.35% |
$56.8K - $66.9K
|
9.59K
$502K
|
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.51K- 3.23% |
$58.1K - $68.3K
|
45.3K
$2.37M
|
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.53K- 31.21% |
$58.8K - $69.2K
|
3.37K
$176K
|
|
|
Oct 21, 2022
Q3 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.57K- 11.38% |
$60.2K - $70.8K
|
12.2K
$638K
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.61K- 3.4% |
$62K - $73K
|
45.9K
$2.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-1.69K- 14.87% |
$65.1K - $76.5K
|
9.69K
$507K
|
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.71K- 1.21% |
$65.6K - $77.2K
|
140K
$7.31M
|
|
|
Nov 01, 2022
Q3 2022
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-1.74K- 5.48% |
$67K - $78.8K
|
30K
$1.57M
|
|
|
Nov 02, 2022
Q3 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-1.75K- 13.31% |
$67.3K - $79.2K
|
11.4K
$596K
|
|
|
Oct 12, 2022
Q3 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-1.8K- 8.16% |
$69.3K - $81.6K
|
20.3K
$1.06M
|
|
|
Oct 21, 2022
Q3 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-1.83K- 0.85% |
$70.4K - $82.8K
|
213K
$11.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-1.92K- 4.49% |
$73.7K - $86.7K
|
40.8K
$2.13M
|
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.96K- 2.31% |
$75.2K - $88.4K
|
82.5K
$4.31M
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.96K- 26.91% |
$75.3K - $88.6K
|
5.32K
$278K
|
|
|
Oct 26, 2022
Q3 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.99K- 11.2% |
$76.5K - $90K
|
15.8K
$825K
|
|
|
Nov 14, 2022
Q3 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-2.06K- 23.99% |
$79.3K - $93.3K
|
6.53K
$342K
|
|
|
Nov 16, 2022
Q3 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-2.06K- 2.33% |
$79.3K - $93.3K
|
86.4K
$4.52M
|
|
|
Nov 07, 2022
Q3 2022
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-2.07K- 8.21% |
$79.7K - $93.8K
|
23.2K
$1.21M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.09K- 1.41% |
$80.2K - $94.4K
|
146K
$7.63M
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.09K- 24.12% |
$80.5K - $94.7K
|
6.59K
$344K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.09K- 88.32% |
$80.5K - $94.7K
|
277
$14.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-2.2K- 22.94% |
$84.7K - $99.7K
|
7.4K
$387K
|
|
|
Nov 08, 2022
Q3 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-2.22K- 4.2% |
$85.2K - $100K
|
50.6K
$2.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-2.3K- 4.91% |
$88.4K - $104K
|
44.5K
$2.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-2.3K- 8.74% |
$88.4K - $104K
|
24K
$1.26M
|
|
|
Oct 17, 2022
Q3 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-2.3K- 13.05% |
$88.5K - $104K
|
15.3K
$802K
|
|
|
Oct 21, 2022
Q3 2022
|
Rhs Financial, LLC
|
SELL
|
- |
-2.35K- 21.52% |
$90.5K - $106K
|
8.58K
$449K
|
|
|
Nov 07, 2022
Q3 2022
|
South State Corp
|
SELL
|
- |
-2.45K- 19.74% |
$94.1K - $111K
|
9.95K
$520K
|
|
|
Oct 21, 2022
Q3 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-2.56K- 23.61% |
$98.3K - $116K
|
8.27K
$433K
|
|
|
Nov 09, 2022
Q3 2022
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-2.61K- 19.65% |
$100K - $118K
|
10.7K
$558K
|
|
|
Oct 12, 2022
Q3 2022
|
Prosperity Planning, Inc.
|
SELL
|
- |
-2.66K- 23.1% |
$102K - $120K
|
8.85K
$463K
|
|
|
Nov 09, 2022
Q3 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-2.77K- 15.63% |
$107K - $125K
|
15K
$783K
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.8K- 1.51% |
$108K - $127K
|
182K
$9.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2.82K- 23.68% |
$109K - $128K
|
9.1K
$476K
|
|
|
Oct 11, 2022
Q3 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-2.88K- 7.28% |
$111K - $130K
|
36.7K
$1.92M
|
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-2.9K- 10.11% |
$111K - $131K
|
25.8K
$1.35M
|
|
|
Nov 03, 2022
Q3 2022
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-3.03K- 11.54% |
$116K - $137K
|
23.2K
$1.21M
|
|
|
Nov 09, 2022
Q3 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-3.04K- 25.99% |
$117K - $137K
|
8.65K
$452K
|