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 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
152K+ 22.37% |
$5.86M - $7.11M
|
832K
$43.5M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
150K+ 17.87% |
$5.79M - $7.03M
|
992K
$51.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
146K+ 16.82% |
$5.63M - $6.83M
|
1.02M
$53.1M
|
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
140K+ 14.97% |
$5.38M - $6.53M
|
1.07M
$56.1M
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
135KNew |
$5.2M - $6.31M
|
135K
$7.06M
|
|
|
Jan 23, 2023
Q4 2022
|
Tap Consulting, LLC
|
BUY
|
- |
135KNew |
$5.19M - $6.3M
|
135K
$7.05M
|
|
|
Feb 03, 2023
Q4 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
131KNew |
$5.03M - $6.11M
|
131K
$6.84M
|
|
|
Jan 06, 2023
Q4 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
130K+ 16.9% |
$5.02M - $6.09M
|
902K
$47.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Accredited Investors Inc.
|
BUY
|
- |
130K+ 12.8% |
$4.99M - $6.06M
|
1.14M
$59.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
129K+ 639.6% |
$4.97M - $6.04M
|
149K
$7.81M
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
125K+ 432.57% |
$4.81M - $5.84M
|
154K
$8.04M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
125K+ 25.68% |
$4.79M - $5.82M
|
609K
$31.9M
|
|
|
Feb 16, 2023
Q4 2022
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
123K+ 321.56% |
$4.75M - $5.77M
|
162K
$8.46M
|
|
|
Feb 07, 2023
Q4 2022
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
118KNew |
$4.55M - $5.53M
|
118K
$6.19M
|
|
|
Feb 15, 2023
Q4 2022
|
Simplicity Wealth,Llc
|
BUY
|
- |
117K+ 1488.23% |
$4.52M - $5.48M
|
125K
$6.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
116K+ 51.64% |
$4.48M - $5.44M
|
342K
$17.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
113K+ 11.31% |
$4.36M - $5.29M
|
1.11M
$58.3M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
113KNew |
$4.33M - $5.26M
|
113K
$5.88M
|
|
|
Feb 14, 2023
Q4 2022
|
Townsend & Associates, Inc
|
BUY
|
- |
111KNew |
$4.28M - $5.19M
|
111K
$5.81M
|
|
|
Feb 01, 2023
Q4 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
110KNew |
$4.23M - $5.13M
|
110K
$5.74M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
107K+ 17.12% |
$4.11M - $4.99M
|
730K
$38.2M
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
104KNew |
$4.02M - $4.88M
|
104K
$5.46M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
100K+ 13.05% |
$3.86M - $4.69M
|
869K
$45.4M
|
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
99KNew |
$3.81M - $4.63M
|
99K
$5.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
97.6K+ 618.86% |
$3.76M - $4.56M
|
113K
$5.93M
|
|
|
Feb 23, 2023
Q4 2022
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
97.3KNew |
$3.75M - $4.55M
|
97.3K
$5.09M
|
|
|
Jan 24, 2023
Q4 2022
|
Rockland Trust CO
|
BUY
|
- |
95.4KNew |
$3.67M - $4.46M
|
95.4K
$4.99M
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
92.2K+ 316.4% |
$3.55M - $4.31M
|
121K
$6.34M
|
|
|
Jan 31, 2023
Q4 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
91.8K+ 27.71% |
$3.54M - $4.29M
|
423K
$22.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Architects, LLC
|
BUY
|
- |
88.3K+ 954.16% |
$3.4M - $4.13M
|
97.6K
$5.1M
|
|
|
May 11, 2023
Q4 2022
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
87.5KNew |
$3.37M - $4.09M
|
87.5K
$4.58M
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
86.6K+ 165.11% |
$3.33M - $4.05M
|
139K
$7.27M
|
|
|
Feb 13, 2023
Q4 2022
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
83.9KNew |
$3.23M - $3.92M
|
83.9K
$4.39M
|
|
|
Feb 02, 2023
Q4 2022
|
Main Street Investment Advisors LLC
|
BUY
|
- |
82.6KNew |
$3.18M - $3.86M
|
82.6K
$4.32M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
82K+ 14.82% |
$3.16M - $3.83M
|
635K
$33.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
79.2K+ 17.19% |
$3.05M - $3.7M
|
540K
$28.2M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
76.9K+ 377.86% |
$2.96M - $3.59M
|
97.2K
$5.08M
|
|
|
Jan 18, 2023
Q4 2022
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
75.3KNew |
$2.9M - $3.52M
|
75.3K
$3.94M
|
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
73.5K+ 27.61% |
$2.83M - $3.43M
|
340K
$17.8M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
70.2K+ 91.35% |
$2.7M - $3.28M
|
147K
$7.69M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
68.4K+ 28.2% |
$2.63M - $3.2M
|
311K
$16.3M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
67.7K+ 12.61% |
$2.61M - $3.16M
|
605K
$31.6M
|
|
|
Feb 17, 2023
Q4 2022
|
Covenant Partners, LLC
|
BUY
|
- |
67.7K+ 14.27% |
$2.61M - $3.16M
|
542K
$28.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
67.3K+ 33.75% |
$2.59M - $3.14M
|
267K
$13.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
65.5K+ 351.76% |
$2.52M - $3.06M
|
84.1K
$4.4M
|
|
|
Feb 21, 2023
Q4 2022
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
64.2KNew |
$2.47M - $3M
|
64.2K
$3.36M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
61.6K+ 134.27% |
$2.37M - $2.88M
|
107K
$5.62M
|
|
|
Feb 10, 2023
Q4 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
61.6K+ 19.49% |
$2.37M - $2.88M
|
377K
$19.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
60.8K+ 8.36% |
$2.34M - $2.84M
|
787K
$41.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
59K+ 155.24% |
$2.27M - $2.76M
|
97K
$5.07M
|