Purchases and Sales Made in Q2 2022 in Msci Eafe Value ETF (EFV)
This table provides information about the institutional ownership of Msci Eafe Value ETF (EFV) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
26.2K+ 9.91% |
$1.14M - $1.33M
|
291K
$15.6M
|
|
Aug 05, 2022
Q2 2022
|
Weil Company, Inc.
|
BUY
|
- |
24.7KNew |
$1.07M - $1.25M
|
24.7K
$1.33M
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
24.4K+ 27.38% |
$1.06M - $1.24M
|
114K
$6.1M
|
|
Aug 11, 2022
Q2 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
24.1K+ 4.81% |
$1.05M - $1.23M
|
526K
$28.2M
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
23.5K+ 18.87% |
$1.02M - $1.19M
|
148K
$7.94M
|
|
Aug 10, 2022
Q2 2022
|
Telemus Capital, LLC
|
BUY
|
- |
23.3K+ 142.83% |
$1.01M - $1.18M
|
39.6K
$2.13M
|
|
Jul 25, 2022
Q2 2022
|
Tnf LLC
|
BUY
|
- |
23.3K+ 10.73% |
$1.01M - $1.18M
|
240K
$12.9M
|
|
Aug 08, 2022
Q2 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
22.7K+ 10.17% |
$984K - $1.15M
|
246K
$13.2M
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
22.2K+ 14.02% |
$964K - $1.13M
|
181K
$9.72M
|
|
Aug 10, 2022
Q2 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
21.5KNew |
$932K - $1.09M
|
21.5K
$1.16M
|
|
Jul 19, 2022
Q2 2022
|
Stone House Investment Management, LLC
|
BUY
|
- |
21.5K+ 7.2% |
$931K - $1.09M
|
320K
$17.2M
|
|
Aug 15, 2022
Q2 2022
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
21.2K+ 3.51% |
$917K - $1.07M
|
625K
$33.6M
|
|
Nov 14, 2022
Q2 2022
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
21.1KNew |
$912K - $1.07M
|
21.1K
$1.13M
|
|
Aug 05, 2022
Q2 2022
|
Amg National Trust Bank
|
BUY
|
- |
20.8K+ 48.91% |
$902K - $1.06M
|
63.4K
$3.41M
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
20.4K+ 7.12% |
$886K - $1.04M
|
307K
$16.5M
|
|
Aug 15, 2022
Q2 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
20.3K+ 8.23% |
$879K - $1.03M
|
267K
$14.3M
|
|
Aug 11, 2022
Q2 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
19.8K+ 20.99% |
$859K - $1.01M
|
114K
$6.14M
|
|
Jul 20, 2022
Q2 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
19.4K+ 8.92% |
$842K - $987K
|
237K
$12.7M
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
19.3KNew |
$838K - $982K
|
19.3K
$1.04M
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
19.2K+ 7.47% |
$831K - $974K
|
276K
$14.8M
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
18.9K+ 820.64% |
$818K - $959K
|
21.2K
$1.14M
|
|
Aug 05, 2022
Q2 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
18.5K+ 165.66% |
$800K - $937K
|
29.6K
$1.59M
|
|
Aug 15, 2022
Q2 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
18.3K+ 4.11% |
$795K - $931K
|
465K
$25M
|
|
Jul 29, 2022
Q2 2022
|
Lantz Financial LLC
|
BUY
|
- |
18.2K+ 36.5% |
$788K - $924K
|
68K
$3.65M
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
18K+ 219.58% |
$778K - $912K
|
26.1K
$1.4M
|
|
Aug 15, 2022
Q2 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
17.6K+ 27.88% |
$763K - $894K
|
80.7K
$4.34M
|
|
Aug 05, 2022
Q2 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
17.2KNew |
$746K - $874K
|
17.2K
$924K
|
|
Aug 05, 2022
Q2 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
17K+ 12.44% |
$738K - $865K
|
154K
$8.27M
|
|
Jul 11, 2022
Q2 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
16.9K+ 14.72% |
$731K - $857K
|
132K
$7.06M
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
BUY
|
- |
16.8K+ 13.04% |
$726K - $851K
|
145K
$7.8M
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
16.6K+ 44.6% |
$719K - $842K
|
53.8K
$2.89M
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
16.5KNew |
$714K - $837K
|
16.5K
$886K
|
|
Aug 12, 2022
Q2 2022
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
16.4KNew |
$711K - $834K
|
16.4K
$882K
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
16.4K+ 12.43% |
$709K - $831K
|
148K
$7.95M
|
|
Jul 12, 2022
Q2 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
16.1K+ 187.17% |
$698K - $818K
|
24.7K
$1.33M
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
15.7K+ 23.92% |
$681K - $798K
|
81.4K
$4.37M
|
|
Aug 11, 2022
Q2 2022
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
15.4KNew |
$666K - $780K
|
15.4K
$825K
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
15.2K+ 10.65% |
$658K - $772K
|
158K
$8.48M
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
15K+ 8.73% |
$649K - $761K
|
187K
$10M
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
14.6K+ 11.47% |
$633K - $742K
|
142K
$7.62M
|
|
Jul 27, 2022
Q2 2022
|
West Wealth Group, LLC
|
BUY
|
- |
14.1K+ 3.43% |
$611K - $716K
|
425K
$22.8M
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
14.1K+ 1.89% |
$610K - $715K
|
758K
$40.7M
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
14K+ 33.86% |
$607K - $712K
|
55.4K
$2.98M
|
|
Aug 10, 2022
Q2 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
14K+ 8.31% |
$605K - $709K
|
182K
$9.78M
|
|
Aug 02, 2022
Q2 2022
|
Northwest Capital Management Inc
|
BUY
|
- |
13.9K+ 4.35% |
$603K - $707K
|
334K
$17.9M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
13.8K+ 14.11% |
$597K - $700K
|
112K
$5.99M
|
|
Aug 15, 2022
Q2 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
13.2KNew |
$574K - $672K
|
13.2K
$711K
|
|
Jul 26, 2022
Q2 2022
|
Tri Star Advisors Inc.
|
BUY
|
- |
13.1K+ 4.85% |
$567K - $665K
|
283K
$15.2M
|
|
Aug 09, 2022
Q2 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
13KNew |
$561K - $658K
|
13K
$696K
|
|
Aug 15, 2022
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
12.8K+ 109.41% |
$555K - $650K
|
24.5K
$1.32M
|