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 18, 2022
Q1 2022
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
2.23K+ 2.13% |
$102K - $119K
|
107K
$5.77M
|
|
|
Apr 08, 2022
Q1 2022
|
Marion Wealth Management
|
BUY
|
- |
2.2K+ 1.16% |
$101K - $118K
|
193K
$10.4M
|
|
|
May 16, 2022
Q1 2022
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
2.08K+ 36.97% |
$94.8K - $111K
|
7.7K
$415K
|
|
|
May 16, 2022
Q1 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.04K+ 0.83% |
$93K - $109K
|
248K
$13.4M
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
1.98K+ 7.47% |
$90.5K - $106K
|
28.5K
$1.54M
|
|
|
May 10, 2022
Q1 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
1.9K+ 3.28% |
$86.5K - $101K
|
59.6K
$3.22M
|
|
|
May 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.88K+ 0.38% |
$85.9K - $100K
|
502K
$27.1M
|
|
|
Apr 29, 2022
Q1 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.85K+ 3.56% |
$84.6K - $98.9K
|
54K
$2.91M
|
|
|
May 02, 2022
Q1 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
1.75K+ 1.88% |
$79.7K - $93.1K
|
94.6K
$5.11M
|
|
|
May 04, 2022
Q1 2022
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
1.72K+ 1.53% |
$78.4K - $91.7K
|
114K
$6.14M
|
|
|
Apr 21, 2022
Q1 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.71K+ 2.87% |
$77.9K - $91.1K
|
61.2K
$3.3M
|
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.69K+ 0.77% |
$76.9K - $89.9K
|
220K
$11.9M
|
|
|
May 13, 2022
Q1 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.64K+ 12.28% |
$74.8K - $87.5K
|
15K
$809K
|
|
|
May 27, 2022
Q1 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.62K+ 11.42% |
$74.1K - $86.6K
|
15.8K
$854K
|
|
|
May 09, 2022
Q1 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
1.62K+ 29.46% |
$73.8K - $86.2K
|
7.1K
$383K
|
|
|
May 04, 2022
Q1 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.59K+ 23.65% |
$72.5K - $84.8K
|
8.31K
$448K
|
|
|
Apr 25, 2022
Q1 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
1.54K+ 0.45% |
$70.5K - $82.4K
|
345K
$18.6M
|
|
|
Apr 19, 2022
Q1 2022
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
1.5K+ 1.37% |
$68.3K - $79.9K
|
111K
$5.98M
|
|
|
Apr 22, 2022
Q1 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.49K+ 1.77% |
$68K - $79.5K
|
85.7K
$4.62M
|
|
|
May 10, 2022
Q1 2022
|
Campion Asset Management
|
BUY
|
- |
1.46K+ 9.37% |
$66.4K - $77.6K
|
17K
$917K
|
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1.36K+ 78.09% |
$62K - $72.4K
|
3.1K
$167K
|
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.3KNew |
$59.2K - $69.2K
|
1.3K
$70K
|
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
1.28K+ 3.18% |
$58.5K - $68.3K
|
41.6K
$2.24M
|
|
|
May 12, 2022
Q1 2022
|
Staley Capital Advisers Inc
|
BUY
|
- |
1.25K+ 0.75% |
$57.1K - $66.7K
|
167K
$9.03M
|
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.23K+ 3.5% |
$56.2K - $65.7K
|
36.4K
$1.96M
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.22K+ 13.04% |
$55.7K - $65.1K
|
10.6K
$571K
|
|
|
Apr 08, 2022
Q1 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
1.22K+ 0.55% |
$55.7K - $65.1K
|
222K
$12M
|
|
|
Jan 09, 2024
Q1 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1.14K+ 5.72% |
$52.1K - $60.9K
|
21.1K
$1.14M
|
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.13K+ 4.03% |
$51.4K - $60.1K
|
29.1K
$1.57M
|
|
|
Apr 18, 2022
Q1 2022
|
First Citizens Financial Corp
|
BUY
|
- |
1.12K+ 12.47% |
$51.2K - $59.9K
|
10.1K
$546K
|
|
|
May 13, 2022
Q1 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.09K+ 3.64% |
$49.7K - $58K
|
31K
$1.67M
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.08K+ 0.75% |
$49.4K - $57.7K
|
146K
$7.89M
|
|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.05K+ 18.18% |
$47.7K - $55.8K
|
6.79K
$366K
|
|
|
May 09, 2022
Q1 2022
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
1.01K+ 2.82% |
$46.1K - $53.9K
|
36.9K
$1.99M
|
|
|
May 03, 2022
Q1 2022
|
Essex Savings Bank
|
BUY
|
- |
982+ 12.79% |
$44.8K - $52.4K
|
8.66K
$467K
|
|
|
May 05, 2022
Q1 2022
|
Falcon Wealth Planning
|
BUY
|
- |
974+ 21.14% |
$44.5K - $52K
|
5.58K
$301K
|
|
|
Apr 21, 2022
Q1 2022
|
Elm Partners Management LLC
|
BUY
|
- |
953New |
$43.5K - $50.8K
|
953
$51.4K
|
|
|
May 13, 2022
Q1 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
949+ 1.13% |
$43.3K - $50.6K
|
85.2K
$4.6M
|
|
|
May 12, 2022
Q1 2022
|
F3 Logic, LLC
|
BUY
|
- |
942+ 17.32% |
$43K - $50.3K
|
6.38K
$344K
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
878+ 15.55% |
$40.1K - $46.8K
|
6.53K
$352K
|
|
|
Oct 13, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
855+ 8.85% |
$39K - $45.6K
|
10.5K
$568K
|
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
855+ 8.85% |
$39K - $45.6K
|
10.5K
$568K
|
|
|
May 10, 2022
Q1 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
822+ 3.31% |
$37.5K - $43.9K
|
25.7K
$1.38M
|
|
|
May 05, 2022
Q1 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
734+ 6.2% |
$33.5K - $39.2K
|
12.6K
$678K
|
|
|
Apr 18, 2022
Q1 2022
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
732+ 0.53% |
$33.4K - $39.1K
|
139K
$7.48M
|
|
|
Apr 18, 2022
Q1 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
685+ 1.86% |
$31.3K - $36.5K
|
37.5K
$2.02M
|
|
|
Apr 25, 2022
Q1 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
685+ 13.47% |
$31.3K - $36.5K
|
5.77K
$311K
|
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
BUY
|
- |
671+ 9.39% |
$30.6K - $35.8K
|
7.82K
$422K
|
|
|
Apr 21, 2022
Q1 2022
|
Successful Portfolios LLC
|
BUY
|
- |
584+ 2.83% |
$26.7K - $31.2K
|
21.2K
$1.14M
|
|
|
Apr 27, 2022
Q1 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
563+ 3.91% |
$25.7K - $30K
|
15K
$808K
|