Purchases and Sales Made in Q4 2021 in Msci Eafe Value ETF (EFV)
This table provides information about the institutional ownership of Msci Eafe Value ETF (EFV) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2022
Q4 2021
|
Ignite Planners, LLC
|
BUY
|
- |
9.09KNew |
$444K - $478K
|
9.09K
$475K
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
8.97K+ 29.35% |
$438K - $472K
|
39.5K
$2.07M
|
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
8.94K+ 60.67% |
$436K - $470K
|
23.7K
$1.24M
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
8.89K+ 50.35% |
$434K - $467K
|
26.6K
$1.39M
|
|
|
Feb 03, 2022
Q4 2021
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
8.8K+ 17.98% |
$429K - $463K
|
57.7K
$3.02M
|
|
|
Feb 10, 2022
Q4 2021
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
8.71K+ 41.18% |
$425K - $458K
|
29.9K
$1.56M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
8.57K+ 5.85% |
$418K - $451K
|
155K
$8.11M
|
|
|
Jan 24, 2022
Q4 2021
|
One Advisory Partners, LLC
|
BUY
|
- |
8.56K+ 3.45% |
$418K - $450K
|
257K
$13.4M
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
8.41K+ 38.77% |
$411K - $442K
|
30.1K
$1.57M
|
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
BUY
|
- |
8.23KNew |
$402K - $433K
|
8.23K
$431K
|
|
|
Jan 24, 2022
Q4 2021
|
Altfest L J & CO Inc
|
BUY
|
- |
8.23K+ 62.77% |
$401K - $432K
|
21.3K
$1.12M
|
|
|
Jul 20, 2023
Q4 2021
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
8.18KNew |
$399K - $430K
|
8.18K
$427K
|
|
|
Jan 28, 2022
Q4 2021
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
8.17KNew |
$399K - $429K
|
8.17K
$427K
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
8.15K+ 14.64% |
$398K - $429K
|
63.8K
$3.34M
|
|
|
Feb 14, 2022
Q4 2021
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
8.05K+ 11.11% |
$393K - $423K
|
80.5K
$4.21M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.99KNew |
$390K - $420K
|
7.99K
$418K
|
|
|
Jan 24, 2022
Q4 2021
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
7.93K+ 5.15% |
$387K - $417K
|
162K
$8.46M
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
7.71KNew |
$376K - $405K
|
7.71K
$403K
|
|
|
Jan 25, 2022
Q4 2021
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
7.7KNew |
$376K - $405K
|
7.7K
$403K
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
7.4K+ 22.04% |
$361K - $389K
|
40.9K
$2.14M
|
|
|
Feb 14, 2022
Q4 2021
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
7.31KNew |
$357K - $384K
|
7.31K
$382K
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
7.24K+ 21.89% |
$353K - $381K
|
40.3K
$2.11M
|
|
|
Mar 11, 2024
Q4 2021
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
7.19K+ 2.16% |
$351K - $378K
|
340K
$17.8M
|
|
|
Feb 18, 2022
Q4 2021
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
7.17KNew |
$350K - $377K
|
7.17K
$375K
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
7.15KNew |
$349K - $376K
|
7.15K
$374K
|
|
|
Feb 11, 2022
Q4 2021
|
Investment Advisory Group, LLC
|
BUY
|
- |
7.1KNew |
$347K - $373K
|
7.1K
$371K
|
|
|
Feb 10, 2022
Q4 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
7KNew |
$342K - $368K
|
7K
$366K
|
|
|
Feb 04, 2022
Q4 2021
|
Rnc Capital Management LLC
|
BUY
|
- |
7K+ 54.26% |
$342K - $368K
|
19.9K
$1.04M
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
6.8K+ 31.85% |
$332K - $358K
|
28.2K
$1.47M
|
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
6.72KNew |
$328K - $353K
|
6.72K
$351K
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
6.72KNew |
$328K - $353K
|
6.72K
$351K
|
|
|
Feb 07, 2022
Q4 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
6.71KNew |
$328K - $353K
|
6.71K
$351K
|
|
|
Feb 09, 2022
Q4 2021
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
6.71K+ 2.65% |
$327K - $353K
|
260K
$13.6M
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
6.58K+ 4.75% |
$321K - $346K
|
145K
$7.59M
|
|
|
Jan 18, 2022
Q4 2021
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
6.39KNew |
$312K - $336K
|
6.39K
$334K
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
6.32K+ 2.42% |
$308K - $332K
|
267K
$14M
|
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
6.32K+ 2.42% |
$308K - $332K
|
267K
$14M
|
|
|
May 16, 2022
Q4 2021
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
6.31KNew |
$308K - $332K
|
6.31K
$330K
|
|
|
Feb 14, 2022
Q4 2021
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
6.14K+ 3.62% |
$300K - $323K
|
176K
$9.19M
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
6.1KNew |
$298K - $321K
|
6.1K
$319K
|
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
5.97KNew |
$291K - $314K
|
5.97K
$312K
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.97K+ 2.35% |
$291K - $314K
|
260K
$13.6M
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.92KNew |
$289K - $311K
|
5.92K
$310K
|
|
|
Feb 10, 2022
Q4 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
5.9KNew |
$288K - $310K
|
5.9K
$308K
|
|
|
Jan 26, 2022
Q4 2021
|
Index Fund Advisors, Inc.
|
BUY
|
- |
5.88KNew |
$287K - $309K
|
5.88K
$307K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5.85K+ 7.93% |
$285K - $307K
|
79.6K
$4.16M
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
5.84KNew |
$285K - $307K
|
5.84K
$305K
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
5.82K+ 21.72% |
$284K - $306K
|
32.6K
$1.71M
|
|
|
Feb 22, 2022
Q4 2021
|
Sbk Financial, Inc.
Richmond, VA |
BUY
|
- |
5.79KNew |
$282K - $304K
|
5.79K
$302K
|
|
|
Jan 19, 2022
Q4 2021
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
5.69K+ 4.77% |
$278K - $299K
|
125K
$6.54M
|