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 25, 2023
Q4 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-41.3K- 38.38% |
$1.59M - $1.93M
|
66.3K
$3.47M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-42.1K- 5.27% |
$1.62M - $1.97M
|
757K
$39.6M
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-42.2K- 28.39% |
$1.63M - $1.97M
|
106K
$5.57M
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-44.9K- 57.08% |
$1.73M - $2.1M
|
33.7K
$1.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-50.8K- 18.3% |
$1.96M - $2.38M
|
227K
$11.9M
|
|
|
Jan 20, 2023
Q4 2022
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-53.1K- 43.8% |
$2.04M - $2.48M
|
68.1K
$3.56M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-53.1K- 3.1% |
$2.04M - $2.48M
|
1.66M
$86.9M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-54.7K- 10.27% |
$2.11M - $2.56M
|
478K
$25M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-54.7K- 10.27% |
$2.11M - $2.56M
|
478K
$25M
|
|
|
Feb 03, 2023
Q4 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-55.1K- 8.2% |
$2.12M - $2.58M
|
617K
$32.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Washington Trust Bank
|
SELL
|
- |
-56.6K- 63.08% |
$2.18M - $2.65M
|
33.1K
$1.73M
|
|
|
Feb 09, 2023
Q4 2022
|
Abrdn PLC
|
SELL
|
- |
-63K- 63.93% |
$2.43M - $2.94M
|
35.6K
$1.86M
|
|
|
Jan 19, 2023
Q4 2022
|
Sym Financial Corp
|
SELL
|
- |
-65.2K- 99.28% |
$2.51M - $3.05M
|
475
$24.8K
|
|
|
Jan 12, 2023
Q4 2022
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-66.4K- 16.14% |
$2.56M - $3.1M
|
345K
$18M
|
|
|
Feb 10, 2023
Q4 2022
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-70.7K- 2.5% |
$2.72M - $3.3M
|
2.76M
$144M
|
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-73.8K- 4.66% |
$2.84M - $3.45M
|
1.51M
$79M
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-74.2K- 89.89% |
$2.86M - $3.47M
|
8.34K
$436K
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-76.8K- 8.51% |
$2.96M - $3.59M
|
826K
$43.2M
|
|
|
Jan 30, 2023
Q4 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-77.1K- 19.41% |
$2.97M - $3.6M
|
320K
$16.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-80.2K- 43.95% |
$3.09M - $3.75M
|
102K
$5.35M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-103K- 5.24% |
$3.97M - $4.82M
|
1.86M
$97.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-106K- 32.61% |
$4.08M - $4.95M
|
219K
$11.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-118K- 94.16% |
$4.53M - $5.49M
|
7.29K
$381K
|
|
|
Jan 10, 2023
Q4 2022
|
Mcia Inc
|
SELL
|
- |
-126K- 27.09% |
$4.87M - $5.91M
|
340K
$17.8M
|
|
|
Jan 27, 2023
Q4 2022
|
Flc Capital Advisors
|
SELL
|
- |
-146K- 77.31% |
$5.63M - $6.83M
|
42.9K
$2.24M
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-147K- 28.91% |
$5.64M - $6.85M
|
361K
$18.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-156K- 17.91% |
$6M - $7.28M
|
714K
$37.3M
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-172K- 27.35% |
$6.63M - $8.05M
|
458K
$23.9M
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-183K- 29.43% |
$7.03M - $8.53M
|
438K
$22.9M
|
|
|
Jan 23, 2023
Q4 2022
|
Connable Office Inc
|
SELL
|
- |
-228K- 52.83% |
$8.79M - $10.7M
|
204K
$10.7M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-333K- 5.77% |
$12.8M - $15.6M
|
5.44M
$284M
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
SELL
|
- |
-382K- 21.85% |
$14.7M - $17.9M
|
1.37M
$71.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-388K- 14.54% |
$14.9M - $18.1M
|
2.28M
$119M
|
|
|
Jan 23, 2023
Q4 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-525K- 97.81% |
$20.2M - $24.5M
|
11.8K
$616K
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-563K- 16.79% |
$21.7M - $26.3M
|
2.79M
$146M
|
|
|
Feb 14, 2023
Q4 2022
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-738K- 97.12% |
$28.4M - $34.5M
|
21.9K
$1.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-869K- 72.03% |
$33.5M - $40.6M
|
337K
$17.6M
|
|
|
Jan 27, 2023
Q4 2022
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-1.37M- 72.48% |
$52.6M - $63.9M
|
519K
$27.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-18.1M- 52.39% |
$697M - $847M
|
16.5M
$861M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-229M- 100.0% |
$8.81B - $10.7B
|
1.58K
$82.7K
|