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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-738Closed |
$33.7K - $39.4K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
American Financial Advisors, LLC
|
SELL
|
- |
-762- 3.3% |
$34.8K - $40.7K
|
22.3K
$1.2M
|
|
|
May 16, 2022
Q1 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-776Closed |
$35.4K - $41.4K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-785Closed |
$35.8K - $41.9K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Sol Capital Management CO
|
SELL
|
- |
-790- 1.15% |
$36.1K - $42.1K
|
67.9K
$3.65M
|
|
|
May 17, 2022
Q1 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-800- 8.61% |
$36.5K - $42.7K
|
8.49K
$456K
|
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-825Closed |
$37.7K - $44K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-839- 89.54% |
$38.3K - $44.8K
|
98
$5.26K
|
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-843- 8.05% |
$38.5K - $45K
|
9.63K
$517K
|
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-847- 4.42% |
$38.7K - $45.2K
|
18.3K
$984K
|
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-865- 63.32% |
$39.5K - $46.1K
|
501
$26.9K
|
|
|
May 10, 2022
Q1 2022
|
Northwest Capital Management Inc
|
SELL
|
- |
-868- 0.27% |
$39.6K - $46.3K
|
320K
$17.2M
|
|
|
Aug 12, 2024
Q1 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-881- 70.99% |
$40.2K - $47K
|
360
$19.3K
|
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
SELL
|
- |
-895- 6.97% |
$40.8K - $47.7K
|
11.9K
$642K
|
|
|
May 04, 2022
Q1 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-900- 5.03% |
$41.1K - $48K
|
17K
$912K
|
|
|
Apr 26, 2022
Q1 2022
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-924- 3.97% |
$42.2K - $49.3K
|
22.3K
$1.2M
|
|
|
Apr 29, 2022
Q1 2022
|
Stone Point Wealth LLC
|
SELL
|
- |
-947- 9.17% |
$43.2K - $50.5K
|
9.38K
$504K
|
|
|
May 11, 2022
Q1 2022
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-970- 0.52% |
$44.3K - $51.7K
|
185K
$9.96M
|
|
|
Apr 22, 2022
Q1 2022
|
Sym Financial Corp
|
SELL
|
- |
-975- 33.02% |
$44.5K - $52K
|
1.98K
$106K
|
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-985- 1.32% |
$45K - $52.5K
|
73.7K
$3.96M
|
|
|
May 16, 2022
Q1 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-988- 0.69% |
$45.1K - $52.7K
|
142K
$7.6M
|
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1K- 10.68% |
$45.6K - $53.4K
|
8.37K
$449K
|
|
|
Apr 25, 2022
Q1 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-1.01K- 10.28% |
$45.9K - $53.6K
|
8.77K
$471K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.06K- 3.29% |
$48.4K - $56.6K
|
31.1K
$1.67M
|
|
|
Apr 21, 2022
Q1 2022
|
Zhang Financial LLC
|
SELL
|
- |
-1.07K- 1.18% |
$48.6K - $56.8K
|
89.1K
$4.78M
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1.07KClosed |
$48.7K - $56.9K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.09K- 10.73% |
$49.6K - $58K
|
9.04K
$486K
|
|
|
May 02, 2022
Q1 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.09K- 1.35% |
$49.9K - $58.3K
|
79.8K
$4.29M
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1.12KClosed |
$51K - $59.6K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Shore Point Advisors, LLC
|
SELL
|
- |
-1.13KClosed |
$51.5K - $60.2K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-1.13K- 61.5% |
$51.5K - $60.2K
|
706
$37.9K
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.13K- 21.9% |
$51.8K - $60.5K
|
4.05K
$217K
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.17K- 10.16% |
$53.4K - $62.5K
|
10.4K
$556K
|
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-1.23KClosed |
$56K - $65.4K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.29K- 1.34% |
$58.7K - $68.7K
|
94.5K
$5.07M
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-1.29KClosed |
$58.9K - $68.9K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.31K- 1.73% |
$60K - $70.1K
|
74.4K
$4M
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.34K- 19.93% |
$61.2K - $71.5K
|
5.39K
$289K
|
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.36K- 10.53% |
$62K - $72.5K
|
11.5K
$620K
|
|
|
Apr 25, 2022
Q1 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-1.37K- 24.73% |
$62.6K - $73.2K
|
4.18K
$224K
|
|
|
May 10, 2022
Q1 2022
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-1.37K- 1.45% |
$62.6K - $73.2K
|
93.2K
$5.01M
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.41K- 0.05% |
$64.1K - $75K
|
2.59M
$139M
|
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.47K- 2.98% |
$66.9K - $78.2K
|
47.7K
$2.56M
|
|
|
May 16, 2022
Q1 2022
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-1.47K- 2.98% |
$66.9K - $78.2K
|
47.7K
$2.56M
|
|
|
May 04, 2022
Q1 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-1.54K- 5.18% |
$70.2K - $82.1K
|
28.1K
$1.51M
|
|
|
Apr 27, 2022
Q1 2022
|
Horizon Financial Services, LLC
|
SELL
|
- |
-1.62KClosed |
$73.7K - $86.2K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-1.62K- 0.57% |
$73.9K - $86.4K
|
280K
$15.1M
|
|
|
Apr 25, 2022
Q1 2022
|
Capital Cs Group, LLC
|
SELL
|
- |
-1.68K- 9.1% |
$76.4K - $89.4K
|
16.7K
$899K
|
|
|
Nov 30, 2022
Q1 2022
|
Family Firm, Inc.
|
SELL
|
- |
-1.71K- 16.17% |
$78.1K - $91.3K
|
8.88K
$477K
|
|
|
May 02, 2022
Q1 2022
|
Macroview Investment Management LLC
|
SELL
|
- |
-1.72K- 65.82% |
$78.3K - $91.5K
|
891
$47.9K
|