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
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
5.11KNew |
$197K - $239K
|
5.11K
$267K
|
|
|
Jul 20, 2023
Q4 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
5.04KNew |
$194K - $235K
|
5.04K
$263K
|
|
|
Feb 14, 2023
Q4 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
4.96K+ 24.14% |
$191K - $232K
|
25.5K
$1.33M
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.89KNew |
$188K - $229K
|
4.89K
$256K
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
4.88KNew |
$188K - $228K
|
4.88K
$255K
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4.86K+ 12.0% |
$187K - $227K
|
45.4K
$2.37M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.83K+ 25.36% |
$186K - $226K
|
23.9K
$1.25M
|
|
|
Oct 12, 2023
Q4 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
4.82K+ 11.44% |
$186K - $225K
|
47K
$2.46M
|
|
|
Jan 10, 2023
Q4 2022
|
Rda Financial Network
|
BUY
|
- |
4.68KNew |
$180K - $219K
|
4.68K
$245K
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4.67KNew |
$180K - $218K
|
4.67K
$244K
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
4.66KNew |
$180K - $218K
|
4.66K
$244K
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
4.66KNew |
$179K - $218K
|
4.66K
$244K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.65K+ 23.86% |
$179K - $217K
|
24.1K
$1.26M
|
|
|
Feb 02, 2023
Q4 2022
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
4.59KNew |
$177K - $215K
|
4.59K
$240K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
4.55KNew |
$175K - $213K
|
4.55K
$238K
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.54K+ 10.87% |
$175K - $212K
|
46.3K
$2.42M
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
4.52K+ 18.93% |
$174K - $211K
|
28.4K
$1.48M
|
|
|
Jan 23, 2023
Q4 2022
|
Rhs Financial, LLC
|
BUY
|
- |
4.5K+ 52.37% |
$173K - $210K
|
13.1K
$684K
|
|
|
Feb 14, 2023
Q4 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
4.48KNew |
$172K - $209K
|
4.48K
$234K
|
|
|
Feb 14, 2023
Q4 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
4.46KNew |
$172K - $209K
|
4.46K
$233K
|
|
|
Feb 01, 2023
Q4 2022
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
4.44KNew |
$171K - $207K
|
4.44K
$232K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.42KNew |
$170K - $206K
|
4.42K
$231K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.41K+ 0.73% |
$170K - $206K
|
610K
$31.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
4.4KNew |
$169K - $206K
|
4.4K
$230K
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
4.35K+ 58.85% |
$167K - $203K
|
11.7K
$614K
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
4.27K+ 12.27% |
$164K - $199K
|
39K
$2.04M
|
|
|
Feb 10, 2023
Q4 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
4.21K+ 46.43% |
$162K - $197K
|
13.3K
$694K
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.2K+ 12.89% |
$162K - $196K
|
36.8K
$1.92M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.16K+ 12.3% |
$160K - $194K
|
38K
$1.98M
|
|
|
Feb 02, 2023
Q4 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
3.96K+ 8.74% |
$152K - $185K
|
49.3K
$2.58M
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
3.93KNew |
$151K - $183K
|
3.93K
$205K
|
|
|
Jan 17, 2023
Q4 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
3.85K+ 18.68% |
$148K - $180K
|
24.4K
$1.28M
|
|
|
Jan 26, 2023
Q4 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
3.79K+ 6.55% |
$146K - $177K
|
61.6K
$3.22M
|
|
|
Feb 14, 2023
Q4 2022
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
3.76K+ 12.26% |
$145K - $176K
|
34.4K
$1.8M
|
|
|
Jan 27, 2023
Q4 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
3.65K+ 7.76% |
$141K - $171K
|
50.7K
$2.65M
|
|
|
Feb 09, 2023
Q4 2022
|
Renasant Bank
|
BUY
|
- |
3.63K+ 69.45% |
$140K - $170K
|
8.86K
$463K
|
|
|
Jan 25, 2023
Q4 2022
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
3.62K+ 1.98% |
$139K - $169K
|
187K
$9.77M
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
3.46K+ 7.11% |
$133K - $162K
|
52.2K
$2.73M
|
|
|
Feb 01, 2023
Q4 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
3.42K+ 29.68% |
$132K - $160K
|
14.9K
$780K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
3.29KNew |
$127K - $154K
|
3.29K
$172K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
3.21K+ 356.89% |
$124K - $150K
|
4.11K
$215K
|
|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.12K+ 5.49% |
$120K - $146K
|
59.9K
$3.13M
|
|
|
Feb 09, 2023
Q4 2022
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
2.94KNew |
$113K - $137K
|
2.94K
$154K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.93K+ 7.12% |
$113K - $137K
|
44.1K
$2.31M
|
|
|
Feb 13, 2023
Q4 2022
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
2.93KNew |
$113K - $137K
|
2.93K
$153K
|
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
2.88K+ 3.77% |
$111K - $135K
|
79.4K
$4.15M
|
|
|
Feb 07, 2023
Q4 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
2.85KNew |
$110K - $133K
|
2.85K
$149K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.83K+ 0.25% |
$109K - $132K
|
1.12M
$58.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
2.83K+ 3.29% |
$109K - $132K
|
88.8K
$4.64M
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
BUY
|
- |
2.8K+ 6.82% |
$108K - $131K
|
43.9K
$2.3M
|