Purchases and Sales Made in Q1 2022 in Msci Eafe Value ETF (EFV)
This table provides information about the institutional ownership of Msci Eafe Value ETF (EFV) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 27, 2022
Q1 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
19.2M+ 4249.22% |
$878M - $1.03B
|
19.7M
$1.06B
|
|
|
May 16, 2022
Q1 2022
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
1.73M+ 10313.77% |
$79.1M - $92.5M
|
1.75M
$94.5M
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
1.11M+ 19.47% |
$50.8M - $59.4M
|
6.83M
$368M
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
807K+ 36.39% |
$36.8M - $43M
|
3.02M
$163M
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
736K+ 1653.37% |
$33.6M - $39.3M
|
781K
$42.1M
|
|
|
May 02, 2022
Q1 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
707KNew |
$32.3M - $37.7M
|
707K
$38.2M
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
698K+ 2442.5% |
$31.8M - $37.2M
|
726K
$39.2M
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
635K+ 35.44% |
$29M - $33.9M
|
2.43M
$131M
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
583KNew |
$26.6M - $31.1M
|
583K
$31.5M
|
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
503K+ 46.11% |
$23M - $26.8M
|
1.59M
$86M
|
|
|
May 09, 2022
Q1 2022
|
M&T Bank Corp
|
BUY
|
- |
483K+ 15.42% |
$22.1M - $25.8M
|
3.62M
$195M
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
384K+ 64.56% |
$17.5M - $20.5M
|
979K
$52.8M
|
|
|
May 18, 2022
Q1 2022
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
384KNew |
$17.5M - $20.5M
|
384K
$20.7M
|
|
|
May 16, 2022
Q1 2022
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
365KNew |
$16.6M - $19.4M
|
365K
$19.7M
|
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
363K+ 99.01% |
$16.6M - $19.4M
|
730K
$39.4M
|
|
|
May 03, 2022
Q1 2022
|
Round Table Services, LLC
|
BUY
|
- |
335KNew |
$15.3M - $17.9M
|
335K
$18.1M
|
|
|
May 13, 2022
Q1 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
334KNew |
$15.3M - $17.8M
|
334K
$18M
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
302KNew |
$13.8M - $16.1M
|
302K
$16.3M
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
296K+ 26.49% |
$13.5M - $15.8M
|
1.41M
$76.3M
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
288K+ 106.51% |
$13.1M - $15.4M
|
558K
$30.1M
|
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
281K+ 0.87% |
$12.8M - $15M
|
32.6M
$1.76B
|
|
|
May 13, 2022
Q1 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
256KNew |
$11.7M - $13.6M
|
256K
$13.8M
|
|
|
Aug 09, 2022
Q1 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
222K+ 142.49% |
$10.1M - $11.8M
|
378K
$20.4M
|
|
|
May 12, 2022
Q1 2022
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
206KNew |
$9.42M - $11M
|
206K
$11.1M
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
196K+ 21.46% |
$8.93M - $10.4M
|
1.11M
$59.8M
|
|
|
May 10, 2022
Q1 2022
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
186KNew |
$8.51M - $9.94M
|
186K
$10.1M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
171K+ 3.47% |
$7.81M - $9.12M
|
5.09M
$275M
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
155K+ 3061.55% |
$7.09M - $8.29M
|
160K
$8.66M
|
|
|
Apr 20, 2022
Q1 2022
|
Crestone Asset Management LLC
|
BUY
|
- |
145K+ 42.44% |
$6.62M - $7.74M
|
487K
$26.3M
|
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
137K+ 2584.8% |
$6.27M - $7.33M
|
143K
$7.7M
|
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
131K+ 1665.35% |
$5.96M - $6.97M
|
138K
$7.47M
|
|
|
May 04, 2022
Q1 2022
|
Abrdn PLC
|
BUY
|
- |
121KNew |
$5.53M - $6.47M
|
121K
$6.54M
|
|
|
May 03, 2022
Q1 2022
|
Dubuque Bank & Trust CO
|
BUY
|
- |
108K+ 24.74% |
$4.95M - $5.78M
|
547K
$29.5M
|
|
|
Mar 24, 2023
Q1 2022
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
108K+ 27.9% |
$4.95M - $5.78M
|
497K
$26.8M
|
|
|
May 12, 2022
Q1 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
106K+ 90.52% |
$4.84M - $5.66M
|
223K
$12M
|
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
103K+ 41.34% |
$4.69M - $5.49M
|
352K
$19M
|
|
|
Apr 21, 2022
Q1 2022
|
Sterling Manor Financial, LLC
|
BUY
|
- |
102KNew |
$4.65M - $5.44M
|
102K
$5.5M
|
|
|
May 13, 2022
Q1 2022
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
101KNew |
$4.61M - $5.39M
|
101K
$5.45M
|
|
|
May 05, 2022
Q1 2022
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
97.4KNew |
$4.45M - $5.2M
|
97.4K
$5.26M
|
|
|
May 02, 2022
Q1 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
95K+ 32.09% |
$4.33M - $5.07M
|
391K
$21.1M
|
|
|
May 13, 2022
Q1 2022
|
Causeway Capital Management LLC
Los Angeles, CA |
BUY
|
- |
94.8KNew |
$4.32M - $5.06M
|
94.8K
$5.11M
|
|
|
Apr 20, 2022
Q1 2022
|
Compass Ion Advisors, LLC
|
BUY
|
- |
89.2KNew |
$4.07M - $4.76M
|
89.2K
$4.81M
|
|
|
Aug 19, 2022
Q1 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
84.2KNew |
$3.84M - $4.49M
|
84.2K
$4.54M
|
|
|
May 16, 2022
Q1 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
83.4KNew |
$3.81M - $4.45M
|
83.4K
$4.5M
|
|
|
Apr 29, 2022
Q1 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
80.6KNew |
$3.68M - $4.3M
|
80.6K
$4.35M
|
|
|
Apr 11, 2022
Q1 2022
|
Apella Capital, LLC
|
BUY
|
- |
79.9K+ 24.95% |
$3.65M - $4.26M
|
400K
$21.6M
|
|
|
May 06, 2022
Q1 2022
|
Accredited Investors Inc.
|
BUY
|
- |
75.6K+ 6.77% |
$3.45M - $4.03M
|
1.19M
$64.3M
|
|
|
May 16, 2022
Q1 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
75.5K+ 39.67% |
$3.45M - $4.03M
|
266K
$14.3M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
74.8K+ 36.23% |
$3.41M - $3.99M
|
281K
$15.2M
|
|
|
May 03, 2022
Q1 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
72.6KNew |
$3.32M - $3.88M
|
72.6K
$3.92M
|