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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Counsel, Inc
|
BUY
|
- |
346New |
$15K - $17.6K
|
346
$19.2K
|
|
|
Aug 18, 2022
Q2 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
326New |
$14.1K - $16.6K
|
326
$18.1K
|
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
307+ 4.94% |
$13.3K - $15.6K
|
6.52K
$361K
|
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
285New |
$12.3K - $14.5K
|
285
$15.8K
|
|
|
Aug 01, 2022
Q2 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
281+ 1.06% |
$12.2K - $14.3K
|
26.7K
$1.48M
|
|
|
Oct 13, 2022
Q2 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
264New |
$11.4K - $13.4K
|
264
$14.6K
|
|
|
Aug 03, 2022
Q2 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
255New |
$11K - $12.9K
|
255
$14.1K
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
238New |
$10.3K - $12.1K
|
238
$13.2K
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
233+ 114.78% |
$10.1K - $11.8K
|
436
$24.2K
|
|
|
Aug 09, 2022
Q2 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
215+ 3.06% |
$9.32K - $10.9K
|
7.23K
$401K
|
|
|
Jul 21, 2022
Q2 2022
|
Campion Asset Management
|
BUY
|
- |
215+ 1.27% |
$9.32K - $10.9K
|
17.2K
$953K
|
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
210+ 3.06% |
$9.1K - $10.7K
|
7.07K
$391K
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
200New |
$8.67K - $10.2K
|
200
$11.1K
|
|
|
Aug 01, 2022
Q2 2022
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
200+ 3.12% |
$8.67K - $10.2K
|
6.61K
$366K
|
|
|
Aug 09, 2022
Q2 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
197+ 0.55% |
$8.54K - $10K
|
36K
$1.99M
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
191+ 0.52% |
$8.28K - $9.7K
|
37.1K
$2.05M
|
|
|
Jul 28, 2022
Q2 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
189New |
$8.19K - $9.6K
|
189
$10.5K
|
|
|
Aug 10, 2022
Q2 2022
|
Sbk Financial, Inc.
Richmond, VA |
BUY
|
- |
183+ 3.16% |
$7.93K - $9.29K
|
5.98K
$331K
|
|
|
Apr 19, 2024
Q2 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
168+ 2.86% |
$7.28K - $8.53K
|
6.03K
$334K
|
|
|
Jan 09, 2024
Q2 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
164+ 0.78% |
$7.11K - $8.33K
|
21.2K
$1.18M
|
|
|
Aug 12, 2022
Q2 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
131+ 1.95% |
$5.68K - $6.65K
|
6.84K
$379K
|
|
|
Aug 08, 2022
Q2 2022
|
Windham Capital Management, LLC
|
BUY
|
- |
130+ 0.63% |
$5.63K - $6.6K
|
20.8K
$1.15M
|
|
|
Jul 14, 2022
Q2 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
128+ 2.63% |
$5.55K - $6.5K
|
5K
$277K
|
|
|
Jul 22, 2022
Q2 2022
|
Element Wealth, LLC
|
BUY
|
- |
121New |
$5.24K - $6.14K
|
121
$6.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
107+ 1.9% |
$4.64K - $5.43K
|
5.74K
$318K
|
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
BUY
|
- |
107+ 1.82% |
$4.64K - $5.43K
|
6K
$332K
|
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
104New |
$4.51K - $5.28K
|
104
$5.76K
|
|
|
Jul 29, 2022
Q2 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
103+ 0.58% |
$4.46K - $5.23K
|
17.8K
$984K
|
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
101New |
$4.38K - $5.13K
|
101
$5.6K
|
|
|
Jul 11, 2022
Q2 2022
|
Wedmont Private Capital
|
BUY
|
- |
93+ 1.92% |
$4.03K - $4.72K
|
4.95K
$274K
|
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
BUY
|
- |
83New |
$3.6K - $4.21K
|
83
$4.6K
|
|
|
Jul 19, 2022
Q2 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
77+ 0.82% |
$3.34K - $3.91K
|
9.46K
$524K
|
|
|
Aug 10, 2022
Q2 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
73+ 0.36% |
$3.16K - $3.71K
|
20.6K
$1.14M
|
|
|
Aug 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
72New |
$3.12K - $3.66K
|
72
$3.99K
|
|
|
Aug 11, 2022
Q2 2022
|
Knott David M Jr
Syosset, NY |
BUY
|
- |
63New |
$2.73K - $3.2K
|
63
$3.49K
|
|
|
Aug 11, 2022
Q2 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
61+ 1.15% |
$2.64K - $3.1K
|
5.38K
$298K
|
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
60+ 240.0% |
$2.6K - $3.05K
|
85
$4.71K
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
59New |
$2.56K - $3K
|
59
$3.27K
|
|
|
Jul 27, 2022
Q2 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
53+ 0.58% |
$2.3K - $2.69K
|
9.23K
$511K
|
|
|
Jul 14, 2022
Q2 2022
|
Ma Private Wealth
|
BUY
|
- |
46+ 0.36% |
$1.99K - $2.34K
|
12.9K
$717K
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
45+ 0.43% |
$1.95K - $2.29K
|
10.4K
$577K
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
41New |
$1.78K - $2.08K
|
41
$2.27K
|
|
|
Aug 12, 2024
Q2 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
36+ 11.11% |
$1.56K - $1.83K
|
360
$19.9K
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
36New |
$1.56K - $1.83K
|
36
$1.99K
|
|
|
Aug 02, 2022
Q2 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
36+ 1200.0% |
$1.56K - $1.83K
|
39
$2.16K
|
|
|
Jul 29, 2022
Q2 2022
|
Oak Family Advisors, LLC
|
BUY
|
- |
32+ 0.48% |
$1.39K - $1.62K
|
6.66K
$369K
|
|
|
Nov 16, 2023
Q2 2022
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
28+ 0.39% |
$1.21K - $1.42K
|
7.16K
$397K
|
|
|
Jul 20, 2022
Q2 2022
|
Ballast Advisors LLC
|
BUY
|
- |
27+ 1.57% |
$1.17K - $1.37K
|
1.75K
$97.1K
|
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
25+ 4.39% |
$1.08K - $1.27K
|
594
$32.9K
|
|
|
Aug 02, 2022
Q2 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
22+ 3.25% |
$953 - $1.12K
|
698
$38.7K
|