Purchases and Sales Made in Q4 2022 in Msci Eafe Value ETF (EFV)
This table provides information about the institutional ownership of Msci Eafe Value ETF (EFV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2023
Q4 2022
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-402- 1.53% |
$15.5K - $18.8K
|
25.9K
$1.35M
|
|
|
Feb 06, 2023
Q4 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-433- 0.96% |
$16.7K - $20.2K
|
44.4K
$2.32M
|
|
|
Jan 13, 2023
Q4 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-450- 7.81% |
$17.3K - $21K
|
5.31K
$278K
|
|
|
Feb 02, 2023
Q4 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-506- 6.16% |
$19.5K - $23.6K
|
7.7K
$403K
|
|
|
Feb 09, 2023
Q4 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-516- 1.16% |
$19.9K - $24.1K
|
44K
$2.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-524- 1.74% |
$20.2K - $24.5K
|
29.5K
$1.54M
|
|
|
Jan 12, 2023
Q4 2022
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-530- 2.25% |
$20.4K - $24.8K
|
23K
$1.2M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-544- 5.21% |
$20.9K - $25.4K
|
9.89K
$517K
|
|
|
Feb 06, 2023
Q4 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-600- 1.19% |
$23.1K - $28K
|
50K
$2.62M
|
|
|
Feb 03, 2023
Q4 2022
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-618- 3.86% |
$23.8K - $28.9K
|
15.4K
$804K
|
|
|
Jan 17, 2023
Q4 2022
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-627- 0.48% |
$24.1K - $29.3K
|
130K
$6.82M
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-683- 8.29% |
$26.3K - $31.9K
|
7.55K
$395K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-731- 7.51% |
$28.1K - $34.2K
|
9K
$471K
|
|
|
Jan 18, 2023
Q4 2022
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-783- 0.83% |
$30.1K - $36.6K
|
94.1K
$4.92M
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-790- 3.36% |
$30.4K - $36.9K
|
22.7K
$1.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-795- 3.43% |
$30.6K - $37.2K
|
22.4K
$1.17M
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-815- 3.71% |
$31.4K - $38.1K
|
21.1K
$1.1M
|
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
SELL
|
- |
-849- 80.55% |
$32.7K - $39.7K
|
205
$10.7K
|
|
|
Jan 17, 2023
Q4 2022
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-852- 12.7% |
$32.8K - $39.8K
|
5.86K
$306K
|
|
|
Jan 05, 2023
Q4 2022
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-855- 0.58% |
$32.9K - $40K
|
146K
$7.61M
|
|
|
Feb 09, 2023
Q4 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-953- 10.45% |
$36.7K - $44.5K
|
8.17K
$427K
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.09K- 11.16% |
$41.8K - $50.8K
|
8.65K
$452K
|
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-1.16K- 4.69% |
$44.6K - $54.2K
|
23.6K
$1.23M
|
|
|
Nov 16, 2023
Q4 2022
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-1.16K- 16.2% |
$44.7K - $54.2K
|
6K
$314K
|
|
|
Feb 09, 2023
Q4 2022
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-1.17K- 3.0% |
$44.9K - $54.5K
|
37.6K
$1.97M
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.2K- 15.07% |
$46.2K - $56.1K
|
6.76K
$354K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
SELL
|
- |
-1.24K- 30.91% |
$47.5K - $57.7K
|
2.76K
$144K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.32K- 6.57% |
$50.8K - $61.7K
|
18.8K
$982K
|
|
|
Jan 17, 2023
Q4 2022
|
Zhang Financial LLC
|
SELL
|
- |
-1.32K- 1.46% |
$50.9K - $61.7K
|
89K
$4.66M
|
|
|
Jan 20, 2023
Q4 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.36K- 5.62% |
$52.4K - $63.6K
|
22.9K
$1.2M
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.38K- 2.18% |
$52.9K - $64.3K
|
61.6K
$3.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.41K- 11.6% |
$54.1K - $65.7K
|
10.7K
$560K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.47K- 76.94% |
$56.6K - $68.7K
|
441
$23.1K
|
|
|
Jan 20, 2023
Q4 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.48K- 2.16% |
$56.9K - $69K
|
66.9K
$3.5M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.59K- 24.13% |
$61.2K - $74.3K
|
5K
$261K
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.6K- 5.04% |
$61.4K - $74.5K
|
30.1K
$1.57M
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.62K- 4.38% |
$62.3K - $75.6K
|
35.3K
$1.84M
|
|
|
Jan 26, 2023
Q4 2022
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-1.66K- 0.58% |
$64K - $77.7K
|
284K
$14.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.87K- 12.45% |
$71.9K - $87.3K
|
13.1K
$687K
|
|
|
Feb 01, 2023
Q4 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-1.88K- 5.4% |
$72.5K - $88K
|
33K
$1.72M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-1.9K- 10.9% |
$73K - $88.6K
|
15.5K
$810K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.9K- 14.45% |
$73.2K - $88.8K
|
11.2K
$588K
|
|
|
Feb 10, 2023
Q4 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1.91K- 15.77% |
$73.4K - $89.1K
|
10.2K
$532K
|
|
|
Mar 22, 2023
Q4 2022
|
Campion Asset Management
|
SELL
|
- |
-1.95K- 8.46% |
$74.9K - $90.9K
|
21.1K
$1.1M
|
|
|
Jan 19, 2023
Q4 2022
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-2.07K- 29.51% |
$79.8K - $96.9K
|
4.95K
$259K
|
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-2.14K- 27.09% |
$82.4K - $100K
|
5.76K
$301K
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.27K- 0.71% |
$87.3K - $106K
|
316K
$16.5M
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-2.31K- 7.83% |
$88.7K - $108K
|
27.1K
$1.42M
|
|
|
Feb 16, 2023
Q4 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-2.52K- 7.39% |
$97.1K - $118K
|
31.6K
$1.65M
|
|
|
Jan 26, 2023
Q4 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-2.61K- 2.51% |
$100K - $122K
|
101K
$5.31M
|