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 11, 2022
Q1 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
4.9K+ 31.28% |
$223K - $261K
|
20.5K
$1.1M
|
|
|
Apr 05, 2022
Q1 2022
|
Wedmont Private Capital
|
BUY
|
- |
4.86KNew |
$222K - $259K
|
4.86K
$261K
|
|
|
Apr 18, 2022
Q1 2022
|
Elk River Wealth Management, LLC
|
BUY
|
- |
4.83KNew |
$220K - $258K
|
4.83K
$259K
|
|
|
May 16, 2022
Q1 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
4.7KNew |
$215K - $251K
|
4.7K
$253K
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
4.69K+ 18.03% |
$214K - $250K
|
30.7K
$1.65M
|
|
|
Apr 14, 2022
Q1 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
4.68KNew |
$214K - $250K
|
4.68K
$251K
|
|
|
Apr 29, 2022
Q1 2022
|
Wbh Advisory Inc
|
BUY
|
- |
4.54KNew |
$207K - $242K
|
4.54K
$244K
|
|
|
May 05, 2022
Q1 2022
|
Lantz Financial LLC
|
BUY
|
- |
4.47K+ 9.85% |
$204K - $238K
|
49.8K
$2.68M
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
4.38K+ 14.05% |
$200K - $233K
|
35.5K
$1.91M
|
|
|
May 10, 2022
Q1 2022
|
Country Club Bank
|
BUY
|
- |
4.34KNew |
$198K - $232K
|
4.34K
$233K
|
|
|
Apr 19, 2022
Q1 2022
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
4.31K+ 6.13% |
$197K - $230K
|
74.7K
$4.01M
|
|
|
May 12, 2022
Q1 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
4.25K+ 5.27% |
$194K - $226K
|
84.8K
$4.55M
|
|
|
May 05, 2022
Q1 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.16KNew |
$190K - $222K
|
4.16K
$224K
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
4.13KNew |
$189K - $220K
|
4.13K
$222K
|
|
|
May 02, 2022
Q1 2022
|
Courier Capital LLC
|
BUY
|
- |
4.13KNew |
$189K - $220K
|
4.13K
$222K
|
|
|
May 12, 2022
Q1 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
4.13K+ 17.34% |
$188K - $220K
|
27.9K
$1.5M
|
|
|
May 13, 2022
Q1 2022
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
4.12KNew |
$188K - $220K
|
4.12K
$222K
|
|
|
May 10, 2022
Q1 2022
|
Ascent Group, LLC
|
BUY
|
- |
4.08K+ 7.9% |
$186K - $218K
|
55.7K
$2.99M
|
|
|
Apr 18, 2022
Q1 2022
|
Rede Wealth, LLC
|
BUY
|
- |
4.02KNew |
$183K - $214K
|
4.02K
$216K
|
|
|
May 03, 2022
Q1 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
3.9K+ 20.44% |
$178K - $208K
|
23K
$1.23M
|
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
3.83KNew |
$175K - $204K
|
3.83K
$206K
|
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
3.83K+ 183.69% |
$175K - $204K
|
5.92K
$318K
|
|
|
May 12, 2022
Q1 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
3.8K+ 19.75% |
$173K - $203K
|
23K
$1.24M
|
|
|
May 03, 2022
Q1 2022
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
3.73K+ 48.4% |
$170K - $199K
|
11.4K
$614K
|
|
|
May 26, 2022
Q1 2022
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
3.68K+ 15.52% |
$168K - $196K
|
27.4K
$1.47M
|
|
|
Apr 19, 2022
Q1 2022
|
Alhambra Investment Partners LLC
|
BUY
|
- |
3.66K+ 10.26% |
$167K - $195K
|
39.3K
$2.11M
|
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
BUY
|
- |
3.6K+ 38.96% |
$164K - $192K
|
12.9K
$690K
|
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.56K+ 35.58% |
$163K - $190K
|
13.6K
$729K
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
BUY
|
- |
3.56K+ 0.59% |
$162K - $190K
|
606K
$32.6M
|
|
|
Sep 06, 2024
Q1 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.54K+ 7.57% |
$161K - $189K
|
50.2K
$2.7M
|
|
|
May 10, 2022
Q1 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
3.47K+ 3.89% |
$158K - $185K
|
92.5K
$4.97M
|
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.46K+ 5.55% |
$158K - $184K
|
65.7K
$3.53M
|
|
|
Apr 14, 2022
Q1 2022
|
Rhs Financial, LLC
|
BUY
|
- |
3.09K+ 48.74% |
$141K - $165K
|
9.41K
$506K
|
|
|
May 17, 2022
Q1 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
3.07K+ 12.78% |
$140K - $164K
|
27.1K
$1.46M
|
|
|
Aug 26, 2024
Q1 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
3K+ 20.76% |
$137K - $160K
|
17.4K
$936K
|
|
|
May 09, 2022
Q1 2022
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
2.99K+ 70.92% |
$136K - $159K
|
7.2K
$387K
|
|
|
May 05, 2022
Q1 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
2.98K+ 58.4% |
$136K - $159K
|
8.09K
$435K
|
|
|
May 10, 2022
Q1 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
2.91KNew |
$133K - $155K
|
2.91K
$156K
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.84K+ 5.53% |
$130K - $152K
|
54.3K
$2.91M
|
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.7K+ 50.29% |
$123K - $144K
|
8.05K
$433K
|
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.69K+ 48.01% |
$123K - $144K
|
8.29K
$445K
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.6K+ 46.51% |
$119K - $139K
|
8.18K
$439K
|
|
|
May 16, 2022
Q1 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
2.46K+ 3.66% |
$112K - $131K
|
69.9K
$3.75M
|
|
|
May 10, 2022
Q1 2022
|
Wrapmanager Inc
|
BUY
|
- |
2.46K+ 27.4% |
$112K - $131K
|
11.4K
$615K
|
|
|
May 05, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
2.38K+ 22.78% |
$108K - $127K
|
12.8K
$688K
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.36K+ 4.35% |
$107K - $126K
|
56.5K
$3.04M
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2.34K+ 5.48% |
$107K - $125K
|
45K
$2.42M
|
|
|
May 10, 2022
Q1 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.32K+ 1.35% |
$106K - $124K
|
174K
$9.35M
|
|
|
May 12, 2022
Q1 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.3K+ 5.82% |
$105K - $123K
|
41.8K
$2.24M
|
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.26K+ 17.35% |
$103K - $121K
|
15.3K
$823K
|