Purchases and Sales Made in Q2 2022 in Msci Eafe Value ETF (EFV)
This table provides information about the institutional ownership of Msci Eafe Value ETF (EFV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2023
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
12.8K+ 109.41% |
$555K - $650K
|
24.5K
$1.36M
|
|
|
Nov 14, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
12.7K+ 34.09% |
$552K - $647K
|
50.2K
$2.78M
|
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
12.7K+ 28.53% |
$550K - $645K
|
57.2K
$3.17M
|
|
|
Jul 18, 2022
Q2 2022
|
Provence Wealth Management Group
|
BUY
|
- |
12.7K+ 15.2% |
$549K - $643K
|
96K
$5.32M
|
|
|
Jul 20, 2022
Q2 2022
|
Falcon Wealth Planning
|
BUY
|
- |
12.4K+ 222.2% |
$537K - $630K
|
18K
$997K
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.2K+ 1.65% |
$530K - $621K
|
751K
$41.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
12.1K+ 75.95% |
$524K - $614K
|
28K
$1.55M
|
|
|
Jul 19, 2022
Q2 2022
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
12K+ 2.64% |
$520K - $609K
|
467K
$25.9M
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
12K+ 39.07% |
$520K - $609K
|
42.7K
$2.36M
|
|
|
Jul 21, 2022
Q2 2022
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
11.6K+ 15.52% |
$501K - $588K
|
86.1K
$4.77M
|
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
BUY
|
- |
11.2KNew |
$486K - $569K
|
11.2K
$621K
|
|
|
Aug 08, 2022
Q2 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
10.9K+ 15.0% |
$472K - $553K
|
83.5K
$4.63M
|
|
|
Aug 11, 2022
Q2 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
10.6K+ 7.33% |
$461K - $540K
|
156K
$8.63M
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
10.6K+ 23.05% |
$460K - $539K
|
56.7K
$3.14M
|
|
|
Aug 10, 2022
Q2 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
10.6K+ 9.15% |
$458K - $536K
|
126K
$6.98M
|
|
|
Aug 15, 2022
Q2 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.5K+ 12.29% |
$456K - $535K
|
96.2K
$5.33M
|
|
|
Aug 24, 2022
Q2 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
10.4KNew |
$451K - $529K
|
10.4K
$577K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
9.75K+ 26.91% |
$422K - $495K
|
46K
$2.55M
|
|
|
Aug 02, 2022
Q2 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
9.54K+ 12.82% |
$413K - $485K
|
84K
$4.65M
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
9.44KNew |
$409K - $479K
|
9.44K
$523K
|
|
|
Jul 27, 2022
Q2 2022
|
Covenant Partners, LLC
|
BUY
|
- |
9.25K+ 2.24% |
$401K - $470K
|
423K
$23.4M
|
|
|
Aug 02, 2022
Q2 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
9.21K+ 2.56% |
$399K - $467K
|
368K
$20.4M
|
|
|
Jul 25, 2022
Q2 2022
|
One Advisory Partners, LLC
|
BUY
|
- |
9.18K+ 3.87% |
$398K - $466K
|
246K
$13.7M
|
|
|
Aug 09, 2022
Q2 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
9.1K+ 68.7% |
$394K - $462K
|
22.3K
$1.24M
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
9.05K+ 27.59% |
$392K - $460K
|
41.9K
$2.32M
|
|
|
Jul 19, 2022
Q2 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
8.78K+ 4.63% |
$381K - $446K
|
198K
$11M
|
|
|
Jul 15, 2022
Q2 2022
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
8.77K+ 8.2% |
$380K - $445K
|
116K
$6.41M
|
|
|
Aug 04, 2022
Q2 2022
|
Plancorp, LLC
|
BUY
|
- |
8.71K+ 3.14% |
$378K - $442K
|
286K
$15.8M
|
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
8.69K+ 22.38% |
$376K - $441K
|
47.5K
$2.63M
|
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
8.33K+ 8.45% |
$361K - $423K
|
107K
$5.92M
|
|
|
Jul 07, 2022
Q2 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
8.21KNew |
$356K - $417K
|
8.21K
$455K
|
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
8.19K+ 22.5% |
$355K - $416K
|
44.6K
$2.47M
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
8.14K+ 48.89% |
$352K - $413K
|
24.8K
$1.37M
|
|
|
Aug 09, 2022
Q2 2022
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
8.06K+ 14.58% |
$349K - $409K
|
63.3K
$3.51M
|
|
|
Aug 26, 2022
Q2 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
7.98K+ 19.04% |
$346K - $405K
|
49.9K
$2.77M
|
|
|
Jul 27, 2022
Q2 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
7.53K+ 3.63% |
$326K - $382K
|
215K
$11.9M
|
|
|
Jul 12, 2022
Q2 2022
|
Dentgroup LLC
|
BUY
|
- |
7.44K+ 104.48% |
$322K - $378K
|
14.6K
$806K
|
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
7.39KNew |
$320K - $375K
|
7.39K
$409K
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7.26K+ 17.77% |
$315K - $369K
|
48.1K
$2.67M
|
|
|
Jul 27, 2022
Q2 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
6.9K+ 4.18% |
$299K - $350K
|
172K
$9.53M
|
|
|
Aug 10, 2022
Q2 2022
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
6.87K+ 3.71% |
$298K - $349K
|
192K
$10.7M
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
6.71K+ 19.53% |
$291K - $341K
|
41.1K
$2.27M
|
|
|
Jul 11, 2022
Q2 2022
|
Cooper Financial Group
|
BUY
|
- |
6.68K+ 17.3% |
$290K - $339K
|
45.3K
$2.51M
|
|
|
Aug 09, 2022
Q2 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
6.63K+ 75.58% |
$287K - $337K
|
15.4K
$853K
|
|
|
Jul 26, 2022
Q2 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
6.55K+ 7.73% |
$284K - $333K
|
91.4K
$5.06M
|
|
|
Aug 05, 2022
Q2 2022
|
1 St Source Bank
|
BUY
|
- |
6.36K+ 1.84% |
$276K - $323K
|
352K
$19.5M
|
|
|
Jul 27, 2022
Q2 2022
|
Country Club Bank
|
BUY
|
- |
6.22K+ 143.32% |
$270K - $316K
|
10.6K
$585K
|
|
|
Aug 17, 2022
Q2 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
6.15K+ 33.51% |
$266K - $312K
|
24.5K
$1.36M
|
|
|
Aug 08, 2022
Q2 2022
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
6.06K+ 4.19% |
$263K - $308K
|
151K
$8.35M
|
|
|
Aug 02, 2022
Q2 2022
|
Compass Ion Advisors, LLC
|
BUY
|
- |
5.97K+ 6.69% |
$259K - $303K
|
95.2K
$5.27M
|