Purchases and Sales Made in Q3 2022 in Msci Eafe Value ETF (EFV)

EFV Quotes by TradingView

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
Oct 31, 2022 Q3 2022
Paragon Advisors, LLC

BUY
 -
40.9K
New
$1.57M - $1.85M
40.9K $2.2M
Nov 01, 2022 Q3 2022
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
39.3K
+ 221.69%
$1.51M - $1.78M
57K $3.06M
Sep 06, 2024 Q3 2022
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
39.3K
+ 84.06%
$1.51M - $1.78M
86K $4.62M
Oct 07, 2022 Q3 2022
High Tower Trust Services, Lta

BUY
 -
39.2K
New
$1.51M - $1.77M
39.2K $2.1M
Nov 09, 2022 Q3 2022
Pinnacle Wealth Planning Services, Inc.

BUY
 -
39.1K
+ 76.06%
$1.5M - $1.77M
90.5K $4.86M
Oct 18, 2022 Q3 2022
Wambolt & Associates, LLC

BUY
 -
38.3K
+ 144.44%
$1.47M - $1.73M
64.8K $3.48M
Nov 03, 2022 Q3 2022
Creative Planning

Overland Park, KS
BUY
 -
36.8K
+ 24.92%
$1.42M - $1.67M
185K $9.92M
Oct 27, 2022 Q3 2022
Keb Asset Management, LLC

Springfield, IL
BUY
 -
36K
New
$1.38M - $1.63M
36K $1.93M
Nov 09, 2022 Q3 2022
W.H. Cornerstone Investments Inc.

Kingston, MA
BUY
 -
34.9K
New
$1.34M - $1.58M
34.9K $1.87M
Nov 01, 2022 Q3 2022
Avantax Advisory Services, Inc.

BUY
 -
34.4K
+ 20.86%
$1.32M - $1.56M
199K $10.7M
Mar 17, 2023 Q3 2022
American Portfolios Advisors

Holbrook, NY
BUY
 -
32.2K
New
$1.24M - $1.46M
32.2K $1.73M
Nov 14, 2022 Q3 2022
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
31.9K
+ 55.19%
$1.22M - $1.44M
89.6K $4.81M
Nov 14, 2022 Q3 2022
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
31.8K
+ 12.93%
$1.22M - $1.44M
278K $14.9M
Nov 09, 2022 Q3 2022
First Commonwealth Financial Corp

Indiana, PA
BUY
 -
30.7K
New
$1.18M - $1.39M
30.7K $1.65M
Oct 28, 2022 Q3 2022
Sym Financial Corp

BUY
 -
30.6K
+ 87.27%
$1.18M - $1.39M
65.7K $3.53M
Nov 01, 2022 Q3 2022
Stegner Investment Associates Inc.

BUY
 -
30.3K
New
$1.16M - $1.37M
30.3K $1.63M
Nov 10, 2022 Q3 2022
Citigroup Inc

BUY
 -
28.4K
+ 20.58%
$1.09M - $1.29M
166K $8.94M
Oct 25, 2022 Q3 2022
Balasa Dinverno & Foltz LLC

Itasca, IL
BUY
 -
28.3K
+ 184.0%
$1.09M - $1.28M
43.7K $2.35M
Nov 03, 2022 Q3 2022
Stock Yards Bank & Trust CO

Louisville, KY
BUY
 -
27.6K
+ 264.58%
$1.06M - $1.25M
38K $2.04M
Nov 03, 2022 Q3 2022
Mutual Advisors, LLC

Casper, WY
BUY
 -
26.4K
+ 43.63%
$1.02M - $1.19M
86.9K $4.67M
Nov 14, 2022 Q3 2022
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
26K
New
$1M - $1.18M
26K $1.4M
Nov 14, 2022 Q3 2022
Quantitative Investment Management, LLC

Charlottesville, VA
BUY
 -
25.9K
New
$994K - $1.17M
25.9K $1.39M
Oct 19, 2022 Q3 2022
Foundations Investment Advisors, LLC

BUY
 -
25.8K
+ 4.23%
$992K - $1.17M
635K $34.1M
Nov 01, 2022 Q3 2022
James J. Burns & Company, LLC

Melville, NY
BUY
 -
25.7K
New
$988K - $1.16M
25.7K $1.38M
Oct 17, 2022 Q3 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
25.1K
+ 3.31%
$966K - $1.14M
785K $42.2M
Apr 24, 2023 Q3 2022
Strategic Wealth Partners, Ltd.

Independence, OH
BUY
 -
24.5K
New
$943K - $1.11M
24.5K $1.32M
Nov 14, 2022 Q3 2022
Trek Financial, LLC

Scottsdale, AZ
BUY
 -
23.6K
+ 18.72%
$906K - $1.07M
149K $8.03M
Dec 02, 2022 Q3 2022
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
23.5K
+ 646.66%
$905K - $1.07M
27.2K $1.46M
Oct 04, 2022 Q3 2022
Csenge Advisory Group

BUY
 -
23.3K
+ 54.84%
$895K - $1.05M
65.7K $3.53M
Nov 14, 2022 Q3 2022
Fountainhead Am, LLC

Warren, NJ
BUY
 -
23.3K
+ 15.45%
$895K - $1.05M
174K $9.34M
Nov 22, 2022 Q3 2022
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
23.2K
New
$894K - $1.05M
23.2K $1.25M
Nov 10, 2022 Q3 2022
Cullen Capital Management, LLC

New York, NY
BUY
 -
23K
+ 149.88%
$885K - $1.04M
38.4K $2.06M
Nov 03, 2022 Q3 2022
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
22.4K
+ 31.67%
$862K - $1.01M
93.2K $5.01M
Oct 25, 2022 Q3 2022
Crestone Asset Management LLC

BUY
 -
22.2K
+ 3.57%
$855K - $1.01M
646K $34.7M
Nov 03, 2022 Q3 2022
Ieq Capital, LLC

BUY
 -
22.2K
+ 46.86%
$855K - $1.01M
69.7K $3.74M
Oct 21, 2022 Q3 2022
Intelligence Driven Advisers, LLC

BUY
 -
22.1K
+ 4.28%
$848K - $998K
537K $28.8M
Nov 14, 2022 Q3 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
21.1K
+ 8.79%
$810K - $953K
261K $14M
Oct 03, 2022 Q3 2022
Symmetry Partners, LLC

BUY
 -
20.6K
+ 2.75%
$794K - $934K
771K $41.4M
Nov 14, 2022 Q3 2022
Ascent Group, LLC

BUY
 -
19.8K
+ 92.79%
$761K - $895K
41.1K $2.21M
Oct 20, 2022 Q3 2022
Mcia Inc

BUY
 -
18.8K
+ 4.19%
$722K - $850K
467K $25.1M
Oct 28, 2022 Q3 2022
Financial Life Advisors

BUY
 -
18.3K
New
$704K - $829K
18.3K $984K
Nov 14, 2022 Q3 2022
Commonwealth Equity Services, LLC

BUY
 -
17K
+ 1.54%
$652K - $768K
1.12M $60.2M
Nov 02, 2022 Q3 2022
North Rock Partners, LLC

BUY
 -
15.9K
+ 3699.07%
$612K - $720K
16.3K $877K
Nov 01, 2022 Q3 2022
Assetmark, Inc

BUY
 -
15.8K
+ 335.08%
$606K - $713K
20.5K $1.1M
Oct 14, 2022 Q3 2022
Flc Capital Advisors

BUY
 -
15.8K
+ 9.09%
$606K - $713K
189K $10.2M
Nov 09, 2022 Q3 2022
Mma Asset Management LLC

New York, NY
BUY
 -
15.1K
New
$581K - $683K
15.1K $811K
Nov 14, 2022 Q3 2022
Tempus Wealth Planning, LLC

BUY
 -
15.1K
+ 280.2%
$580K - $682K
20.5K $1.1M
Nov 09, 2022 Q3 2022
Long Run Wealth Advisors, LLC

BUY
 -
14.6K
+ 7.36%
$562K - $661K
213K $11.4M
Nov 14, 2022 Q3 2022
Cpwm, LLC

Seattle, WA
BUY
 -
14.3K
New
$549K - $646K
14.3K $767K

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