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 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
13.7K+ 53.3% |
$529K - $642K
|
39.5K
$2.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
13.7K+ 53.95% |
$527K - $639K
|
39K
$2.04M
|
|
|
Mar 30, 2023
Q4 2022
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
13.4KNew |
$514K - $624K
|
13.4K
$698K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
13.2K+ 48.81% |
$508K - $617K
|
40.2K
$2.1M
|
|
|
Mar 24, 2023
Q4 2022
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
13K+ 2.34% |
$499K - $605K
|
566K
$29.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
12.6K+ 19.24% |
$487K - $591K
|
78.3K
$4.1M
|
|
|
Jan 24, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
12.6KNew |
$485K - $589K
|
12.6K
$659K
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
12.5KNew |
$483K - $586K
|
12.5K
$656K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
12.5K+ 234.24% |
$480K - $582K
|
17.8K
$929K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
12.3KNew |
$473K - $575K
|
12.3K
$643K
|
|
|
Jan 19, 2023
Q4 2022
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
12.1KNew |
$467K - $566K
|
12.1K
$634K
|
|
|
Feb 06, 2023
Q4 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
12K+ 29.37% |
$461K - $560K
|
52.8K
$2.76M
|
|
|
Jan 23, 2023
Q4 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
11.9KNew |
$459K - $557K
|
11.9K
$624K
|
|
|
Jan 20, 2023
Q4 2022
|
G&S Capital LLC
|
BUY
|
- |
11.9KNew |
$459K - $557K
|
11.9K
$623K
|
|
|
Feb 10, 2023
Q4 2022
|
Patten Group, Inc.
|
BUY
|
- |
11.9K+ 198.18% |
$458K - $556K
|
17.9K
$936K
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
11.6K+ 4.34% |
$447K - $543K
|
279K
$14.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
11.6K+ 8.49% |
$447K - $542K
|
148K
$7.75M
|
|
|
Jan 20, 2023
Q4 2022
|
Falcon Wealth Planning
|
BUY
|
- |
11.3K+ 106.09% |
$436K - $529K
|
22K
$1.15M
|
|
|
Feb 09, 2023
Q4 2022
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
11.3KNew |
$435K - $527K
|
11.3K
$590K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
11KNew |
$423K - $513K
|
11K
$574K
|
|
|
Feb 13, 2023
Q4 2022
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
10.1KNew |
$391K - $474K
|
10.1K
$530K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
10.1K+ 113.03% |
$389K - $473K
|
19.1K
$997K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
10.1K+ 107.11% |
$389K - $472K
|
19.5K
$1.02M
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
10.1K+ 11.61% |
$387K - $470K
|
96.7K
$5.06M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
9.91K+ 27.34% |
$382K - $463K
|
46.2K
$2.41M
|
|
|
Feb 09, 2023
Q4 2022
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
9.89KNew |
$381K - $462K
|
9.89K
$517K
|
|
|
Feb 09, 2023
Q4 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
9.87K+ 57.79% |
$380K - $461K
|
26.9K
$1.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
9.83K+ 11.61% |
$378K - $459K
|
94.5K
$4.94M
|
|
|
Feb 14, 2023
Q4 2022
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
9.78K+ 2.07% |
$377K - $457K
|
483K
$25.3M
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
9.64K+ 11.22% |
$371K - $451K
|
95.6K
$5M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
9.55KNew |
$368K - $446K
|
9.55K
$500K
|
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
9.54K+ 7.24% |
$367K - $446K
|
141K
$7.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
9.47K+ 0.83% |
$365K - $443K
|
1.15M
$60.4M
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
9.47K+ 38.4% |
$365K - $442K
|
34.1K
$1.78M
|
|
|
Feb 02, 2023
Q4 2022
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
9.37KNew |
$361K - $438K
|
9.37K
$490K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
9.24K+ 37.38% |
$356K - $432K
|
33.9K
$1.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
9.23KNew |
$355K - $431K
|
9.23K
$482K
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
9.15K+ 5.84% |
$352K - $428K
|
166K
$8.67M
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
9.05K+ 14.15% |
$348K - $423K
|
73K
$3.82M
|
|
|
Jan 24, 2023
Q4 2022
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
8.97K+ 6.35% |
$345K - $419K
|
150K
$7.86M
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.91KNew |
$343K - $416K
|
8.91K
$466K
|
|
|
Feb 08, 2023
Q4 2022
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
8.5KNew |
$327K - $397K
|
8.5K
$445K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
8.45K+ 18.85% |
$325K - $395K
|
53.3K
$2.79M
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
8.37K+ 9.39% |
$322K - $391K
|
97.5K
$5.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
8.31KNew |
$320K - $388K
|
8.31K
$434K
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
8.25K+ 28.86% |
$318K - $386K
|
36.8K
$1.93M
|
|
|
Jan 25, 2023
Q4 2022
|
One Advisory Partners, LLC
|
BUY
|
- |
8.21K+ 4.27% |
$316K - $384K
|
200K
$10.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
8.2K+ 12.42% |
$316K - $383K
|
74.2K
$3.88M
|
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
8K+ 96.67% |
$308K - $374K
|
16.3K
$851K
|
|
|
Feb 13, 2023
Q4 2022
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
7.95KNew |
$306K - $371K
|
7.95K
$415K
|