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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-9.53K- 26.43% |
$367K - $445K
|
26.5K
$1.39M
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-9.7K- 3.0% |
$374K - $453K
|
314K
$16.4M
|
|
|
Feb 03, 2023
Q4 2022
|
Carlson Capital Management
|
SELL
|
- |
-9.9K- 6.5% |
$381K - $462K
|
142K
$7.45M
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-9.91K- 1.37% |
$382K - $463K
|
715K
$37.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Northwest Capital Management Inc
|
SELL
|
- |
-10.4K- 4.25% |
$401K - $487K
|
235K
$12.3M
|
|
|
Jan 19, 2023
Q4 2022
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-10.9K- 25.26% |
$418K - $508K
|
32.2K
$1.68M
|
|
|
Jan 17, 2023
Q4 2022
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-10.9K- 11.21% |
$420K - $510K
|
86.4K
$4.52M
|
|
|
Jan 23, 2023
Q4 2022
|
Foster Group, Inc.
|
SELL
|
- |
-11K- 45.67% |
$424K - $515K
|
13.1K
$685K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-11.3K- 62.61% |
$436K - $529K
|
6.76K
$354K
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-12.5K- 67.21% |
$482K - $585K
|
6.11K
$319K
|
|
|
Feb 02, 2023
Q4 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-12.5K- 9.74% |
$483K - $586K
|
116K
$6.08M
|
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-12.8K- 22.84% |
$492K - $597K
|
43.1K
$2.26M
|
|
|
Jan 27, 2023
Q4 2022
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-13.3K- 17.44% |
$512K - $621K
|
63K
$3.29M
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-13.3K- 24.13% |
$513K - $623K
|
41.9K
$2.19M
|
|
|
Feb 09, 2023
Q4 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-14.1K- 19.7% |
$543K - $660K
|
57.5K
$3.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-14.2K- 28.96% |
$547K - $664K
|
34.9K
$1.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-14.9K- 2.81% |
$572K - $695K
|
514K
$26.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-15K- 71.27% |
$578K - $701K
|
6.05K
$316K
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
SELL
|
- |
-16.2K- 28.92% |
$623K - $756K
|
39.8K
$2.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-16.4K- 11.15% |
$632K - $767K
|
131K
$6.84M
|
|
|
Aug 11, 2023
Q4 2022
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-16.7K- 29.51% |
$644K - $782K
|
40K
$2.09M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-16.9K- 65.24% |
$652K - $791K
|
9.02K
$472K
|
|
|
Feb 13, 2023
Q4 2022
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-16.9K- 18.37% |
$652K - $792K
|
75.2K
$3.93M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-17K- 2.73% |
$655K - $796K
|
608K
$31.8M
|
|
|
Jan 24, 2023
Q4 2022
|
Sol Capital Management CO
|
SELL
|
- |
-18.2K- 25.2% |
$700K - $849K
|
53.9K
$2.82M
|
|
|
Jan 19, 2023
Q4 2022
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-18.2K- 8.23% |
$702K - $852K
|
203K
$10.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-19.2K- 19.9% |
$739K - $897K
|
77.2K
$4.04M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-19.5K- 63.0% |
$752K - $913K
|
11.5K
$600K
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-21K- 4.28% |
$808K - $981K
|
469K
$24.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-21K- 2.09% |
$809K - $982K
|
984K
$51.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-21.8K- 2.77% |
$838K - $1.02M
|
764K
$39.9M
|
|
|
Jan 19, 2023
Q4 2022
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-21.8K- 22.64% |
$838K - $1.02M
|
74.4K
$3.89M
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-22.5K- 24.6% |
$868K - $1.05M
|
69.1K
$3.61M
|
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-22.7K- 32.58% |
$874K - $1.06M
|
47K
$2.46M
|
|
|
Feb 01, 2023
Q4 2022
|
High Mark Wealth Management LLC
|
SELL
|
- |
-23.4K- 6.78% |
$899K - $1.09M
|
321K
$16.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-24.3K- 47.16% |
$935K - $1.13M
|
27.2K
$1.42M
|
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-24.5KClosed |
$944K - $1.15M
|
0
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Keystone Financial Services
|
SELL
|
- |
-24.6K- 8.73% |
$945K - $1.15M
|
257K
$13.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-24.6K- 9.19% |
$947K - $1.15M
|
243K
$12.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-26.6K- 16.18% |
$1.02M - $1.24M
|
138K
$7.19M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-26.9K- 0.5% |
$1.04M - $1.26M
|
5.37M
$281M
|
|
|
Feb 08, 2023
Q4 2022
|
Efficient Advisors, LLC
|
SELL
|
- |
-27K- 9.92% |
$1.04M - $1.26M
|
245K
$12.8M
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-27.1KClosed |
$1.05M - $1.27M
|
0
$0
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-29.1K- 18.48% |
$1.12M - $1.36M
|
128K
$6.71M
|
|
|
Jan 23, 2023
Q4 2022
|
West Wealth Group, LLC
|
SELL
|
- |
-31.7K- 9.15% |
$1.22M - $1.48M
|
315K
$16.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-32.3K- 18.02% |
$1.25M - $1.51M
|
147K
$7.7M
|
|
|
Feb 14, 2023
Q4 2022
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-32.6K- 29.2% |
$1.26M - $1.52M
|
79.1K
$4.14M
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-34.1K- 12.6% |
$1.31M - $1.59M
|
236K
$12.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-36.6K- 20.31% |
$1.41M - $1.71M
|
144K
$7.51M
|
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-39.4K- 6.29% |
$1.52M - $1.84M
|
588K
$30.7M
|