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 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
557+ 1.21% |
$25.4K - $29.7K
|
46.6K
$2.52M
|
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
555+ 322.67% |
$25.3K - $29.6K
|
727
$39.2K
|
|
|
Apr 22, 2022
Q1 2022
|
Western Financial Corporation
|
BUY
|
- |
554+ 6.83% |
$25.3K - $29.6K
|
8.66K
$468K
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
548New |
$25K - $29.2K
|
548
$29.6K
|
|
|
May 11, 2022
Q1 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
547+ 100.18% |
$25K - $29.2K
|
1.09K
$59K
|
|
|
Apr 27, 2022
Q1 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
544+ 3.94% |
$24.8K - $29K
|
14.4K
$775K
|
|
|
May 09, 2022
Q1 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
540+ 6.61% |
$24.6K - $28.8K
|
8.71K
$470K
|
|
|
May 09, 2022
Q1 2022
|
Albion Financial Group
|
BUY
|
- |
510New |
$23.3K - $27.2K
|
510
$27.5K
|
|
|
Apr 12, 2022
Q1 2022
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
504+ 0.47% |
$23K - $26.9K
|
107K
$5.78M
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
475+ 10.72% |
$21.7K - $25.3K
|
4.91K
$265K
|
|
|
Apr 13, 2022
Q1 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
470+ 3.0% |
$21.5K - $25.1K
|
16.1K
$871K
|
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
446+ 5.11% |
$20.4K - $23.8K
|
9.18K
$495K
|
|
|
Apr 19, 2022
Q1 2022
|
Graypoint LLC
|
BUY
|
- |
437+ 2.37% |
$19.9K - $23.3K
|
18.9K
$1.02M
|
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
403+ 7.34% |
$18.4K - $21.5K
|
5.9K
$318K
|
|
|
May 16, 2022
Q1 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
390+ 1.1% |
$17.8K - $20.8K
|
35.9K
$1.94M
|
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
383+ 6.47% |
$17.5K - $20.4K
|
6.31K
$340K
|
|
|
Apr 20, 2022
Q1 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
337+ 5.72% |
$15.4K - $18K
|
6.23K
$336K
|
|
|
May 03, 2022
Q1 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
331+ 1.18% |
$15.1K - $17.7K
|
28.3K
$1.53M
|
|
|
Jun 08, 2022
Q1 2022
|
American Trust
Lexington, KY |
BUY
|
- |
313+ 7.18% |
$14.3K - $16.7K
|
4.67K
$252K
|
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
311New |
$14.2K - $16.6K
|
311
$16.8K
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
301+ 3.99% |
$13.7K - $16.1K
|
7.84K
$423K
|
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
300New |
$13.7K - $16K
|
300
$16.2K
|
|
|
Apr 04, 2022
Q1 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
274New |
$12.5K - $14.6K
|
274
$14.8K
|
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
263New |
$12K - $14K
|
263
$14.2K
|
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
254+ 0.97% |
$11.6K - $13.6K
|
26.4K
$1.43M
|
|
|
May 17, 2022
Q1 2022
|
Robinson Capital Management, LLC
|
BUY
|
- |
250New |
$11.4K - $13.3K
|
250
$13.5K
|
|
|
May 09, 2022
Q1 2022
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
233+ 256.04% |
$10.6K - $12.4K
|
324
$17.5K
|
|
|
Apr 28, 2022
Q1 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
220+ 1.66% |
$10K - $11.7K
|
13.5K
$728K
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
212+ 7.29% |
$9.68K - $11.3K
|
3.12K
$168K
|
|
|
Apr 25, 2022
Q1 2022
|
Clean Yield Group
|
BUY
|
- |
201New |
$9.17K - $10.7K
|
201
$10.8K
|
|
|
May 10, 2022
Q1 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
195+ 2.33% |
$8.9K - $10.4K
|
8.55K
$461K
|
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
193+ 0.64% |
$8.81K - $10.3K
|
30.3K
$1.64M
|
|
|
May 03, 2022
Q1 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
193+ 0.37% |
$8.81K - $10.3K
|
51.8K
$2.8M
|
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
181+ 3.77% |
$8.26K - $9.66K
|
4.98K
$269K
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
180+ 32.97% |
$8.22K - $9.6K
|
726
$39.2K
|
|
|
Aug 26, 2022
Q1 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
162+ 0.39% |
$7.39K - $8.64K
|
41.9K
$2.26M
|
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
152+ 16.22% |
$6.94K - $8.11K
|
1.09K
$58.8K
|
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
BUY
|
- |
143+ 1.74% |
$6.53K - $7.63K
|
8.38K
$452K
|
|
|
Apr 28, 2022
Q1 2022
|
Patten Group, Inc.
|
BUY
|
- |
143+ 3.05% |
$6.53K - $7.63K
|
4.84K
$261K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
137+ 64.62% |
$6.25K - $7.31K
|
349
$18.8K
|
|
|
May 06, 2022
Q1 2022
|
Integrity Financial Corp
|
BUY
|
- |
128+ 58.99% |
$5.84K - $6.83K
|
345
$18.6K
|
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
122+ 27.29% |
$5.57K - $6.51K
|
569
$30.7K
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
114+ 19.45% |
$5.2K - $6.08K
|
700
$37.8K
|
|
|
May 09, 2022
Q1 2022
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
105New |
$4.79K - $5.6K
|
105
$5.67K
|
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
105New |
$4.79K - $5.6K
|
105
$5.67K
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
105New |
$4.79K - $5.6K
|
105
$5.67K
|
|
|
May 16, 2022
Q1 2022
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
100+ 0.43% |
$4.56K - $5.34K
|
23.2K
$1.25M
|
|
|
May 11, 2022
Q1 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
84+ 0.21% |
$3.83K - $4.48K
|
40.8K
$2.2M
|
|
|
Apr 25, 2022
Q1 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
72+ 1.22% |
$3.29K - $3.84K
|
5.95K
$321K
|
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
BUY
|
- |
69+ 1.46% |
$3.15K - $3.68K
|
4.8K
$259K
|