Purchases and Sales Made in Q3 2022 in Msci Eafe Value ETF (EFV)
This table provides information about the institutional ownership of Msci Eafe Value ETF (EFV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Causeway Capital Management LLC
Los Angeles, CA |
BUY
|
- |
4.2MNew |
$161M - $190M
|
4.2M
$225M
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.67M+ 199.71% |
$141M - $166M
|
5.51M
$296M
|
|
|
Nov 14, 2022
Q3 2022
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
760KNew |
$29.2M - $34.4M
|
760K
$40.8M
|
|
|
Nov 04, 2022
Q3 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
627KNew |
$24.1M - $28.4M
|
627K
$33.7M
|
|
|
Nov 03, 2022
Q3 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
599K+ 1.76% |
$23M - $27.1M
|
34.6M
$1.86B
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
524K+ 7.16% |
$20.2M - $23.7M
|
7.85M
$421M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
464K+ 30.87% |
$17.8M - $21M
|
1.97M
$106M
|
|
|
Jan 25, 2023
Q3 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
447KNew |
$17.2M - $20.2M
|
447K
$24M
|
|
|
Oct 28, 2022
Q3 2022
|
Aspiriant, LLC
|
BUY
|
- |
350K+ 24.94% |
$13.4M - $15.8M
|
1.75M
$94M
|
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
325KNew |
$12.5M - $14.7M
|
325K
$17.4M
|
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
305KNew |
$11.7M - $13.8M
|
305K
$16.4M
|
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
278K+ 38.31% |
$10.7M - $12.6M
|
1M
$54M
|
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
270KNew |
$10.4M - $12.2M
|
270K
$14.5M
|
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
243K+ 32.07% |
$9.35M - $11M
|
1M
$53.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
225K+ 474.61% |
$8.65M - $10.2M
|
272K
$14.6M
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
209KNew |
$8.02M - $9.44M
|
209K
$11.2M
|
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
BUY
|
- |
201K+ 3.88% |
$7.75M - $9.12M
|
5.39M
$290M
|
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
199K+ 60.44% |
$7.66M - $9.02M
|
529K
$28.4M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
187K+ 27.34% |
$7.18M - $8.45M
|
870K
$46.7M
|
|
|
Nov 01, 2022
Q3 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
183K+ 18.55% |
$7.04M - $8.28M
|
1.17M
$62.8M
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
175KNew |
$6.74M - $7.93M
|
175K
$9.41M
|
|
|
Oct 11, 2022
Q3 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
145KNew |
$5.56M - $6.55M
|
145K
$7.77M
|
|
|
Nov 09, 2022
Q3 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
138K+ 107.34% |
$5.3M - $6.23M
|
266K
$14.3M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
136K+ 24.96% |
$5.22M - $6.15M
|
680K
$36.5M
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
133K+ 33.29% |
$5.11M - $6.02M
|
532K
$28.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
133K+ 33.29% |
$5.11M - $6.02M
|
532K
$28.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
123K+ 4.53% |
$4.71M - $5.55M
|
2.83M
$152M
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
121K+ 30.78% |
$4.64M - $5.46M
|
513K
$27.5M
|
|
|
Nov 16, 2022
Q3 2022
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
120KNew |
$4.6M - $5.42M
|
120K
$6.43M
|
|
|
Nov 14, 2022
Q3 2022
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
112KNew |
$4.3M - $5.05M
|
112K
$6M
|
|
|
Nov 09, 2022
Q3 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
99.7K+ 269.43% |
$3.83M - $4.51M
|
137K
$7.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
98.1K+ 120.5% |
$3.77M - $4.44M
|
180K
$9.64M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
93.3K+ 5.76% |
$3.59M - $4.22M
|
1.71M
$92.1M
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
BUY
|
- |
86.5K+ 13.54% |
$3.32M - $3.91M
|
725K
$39M
|
|
|
Nov 14, 2022
Q3 2022
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
85.9KNew |
$3.3M - $3.89M
|
85.9K
$4.62M
|
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
85.3K+ 283.3% |
$3.28M - $3.86M
|
115K
$6.2M
|
|
|
Nov 03, 2022
Q3 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
79.8KNew |
$3.07M - $3.61M
|
79.8K
$4.29M
|
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
BUY
|
- |
70.2KNew |
$2.7M - $3.18M
|
70.2K
$3.77M
|
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
66KNew |
$2.54M - $2.99M
|
66K
$3.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
57.9KNew |
$2.23M - $2.62M
|
57.9K
$3.11M
|
|
|
Oct 19, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
56.5KNew |
$2.17M - $2.56M
|
56.5K
$3.04M
|
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
BUY
|
- |
54.9K+ 5.03% |
$2.11M - $2.48M
|
1.15M
$61.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Covenant Partners, LLC
|
BUY
|
- |
51.7K+ 12.23% |
$1.99M - $2.34M
|
474K
$25.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
49.1KNew |
$1.89M - $2.22M
|
49.1K
$2.64M
|
|
|
Nov 15, 2022
Q3 2022
|
Washington Trust Bank
|
BUY
|
- |
48.5K+ 117.42% |
$1.86M - $2.19M
|
89.8K
$4.82M
|
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
BUY
|
- |
47.4K+ 789.55% |
$1.82M - $2.14M
|
53.4K
$2.87M
|
|
|
Oct 28, 2022
Q3 2022
|
Keystone Financial Services
|
BUY
|
- |
46.2K+ 19.64% |
$1.78M - $2.09M
|
281K
$15.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
42.7K+ 131.45% |
$1.64M - $1.93M
|
75.1K
$4.04M
|
|
|
Nov 15, 2022
Q3 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
41.8KNew |
$1.61M - $1.89M
|
41.8K
$2.24M
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
41.7K+ 10.43% |
$1.6M - $1.89M
|
442K
$23.7M
|