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 |
---|---|---|---|---|---|---|---|
Oct 12, 2022
Q3 2022
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
5.79K+ 9.59% |
$223K - $262K
|
66.1K
$3.57M
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5.72KNew |
$220K - $259K
|
5.72K
$309K
|
|
Nov 14, 2022
Q3 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
5.65KNew |
$217K - $256K
|
5.65K
$305K
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
5.65K+ 39.05% |
$217K - $255K
|
20.1K
$1.08M
|
|
Nov 16, 2022
Q3 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
5.62K+ 19.71% |
$216K - $254K
|
34.1K
$1.84M
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
5.49K+ 2.12% |
$211K - $249K
|
264K
$14.3M
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
5.49K+ 2.12% |
$211K - $249K
|
264K
$14.3M
|
|
Nov 09, 2022
Q3 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
5.49K+ 18.3% |
$211K - $248K
|
35.5K
$1.91M
|
|
Nov 02, 2022
Q3 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
5.36K+ 6.22% |
$206K - $242K
|
91.4K
$4.93M
|
|
Feb 14, 2023
Q3 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
5.35KNew |
$206K - $242K
|
5.35K
$289K
|
|
Nov 03, 2022
Q3 2022
|
Renasant Bank
|
BUY
|
- |
5.23KNew |
$201K - $237K
|
5.23K
$282K
|
|
Nov 14, 2022
Q3 2022
|
Capital Square, LLC
|
BUY
|
- |
5.22KNew |
$201K - $236K
|
5.22K
$282K
|
|
Nov 01, 2022
Q3 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
5.2KNew |
$200K - $235K
|
5.2K
$281K
|
|
Oct 12, 2022
Q3 2022
|
Sol Capital Management CO
|
BUY
|
- |
5.19K+ 7.75% |
$200K - $235K
|
72.1K
$3.89M
|
|
Oct 12, 2022
Q3 2022
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
5.09K+ 3.74% |
$196K - $230K
|
141K
$7.62M
|
|
Nov 23, 2022
Q3 2022
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
4.97K+ 3.11% |
$191K - $225K
|
165K
$8.88M
|
|
Oct 20, 2022
Q3 2022
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
4.81K+ 3.39% |
$185K - $218K
|
146K
$7.9M
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
4.67K+ 12.54% |
$180K - $211K
|
41.9K
$2.26M
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
4.64K+ 10.54% |
$178K - $210K
|
48.7K
$2.63M
|
|
Oct 12, 2022
Q3 2022
|
Harbor Group, Inc.
|
BUY
|
- |
4.08K+ 73.38% |
$157K - $184K
|
9.63K
$520K
|
|
Oct 06, 2022
Q3 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
4.01K+ 2.29% |
$154K - $181K
|
179K
$9.67M
|
|
Nov 08, 2022
Q3 2022
|
Efficient Advisors, LLC
|
BUY
|
- |
3.97K+ 1.48% |
$153K - $180K
|
272K
$14.7M
|
|
Nov 03, 2022
Q3 2022
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
3.8K+ 4.17% |
$146K - $172K
|
94.9K
$5.12M
|
|
Nov 14, 2022
Q3 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
3.73K+ 0.24% |
$143K - $169K
|
1.58M
$85.5M
|
|
Nov 07, 2022
Q3 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
3.72K+ 0.94% |
$143K - $168K
|
397K
$21.4M
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.62K+ 12.82% |
$139K - $164K
|
31.9K
$1.72M
|
|
Oct 31, 2022
Q3 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
3.57K+ 8.21% |
$137K - $161K
|
47.1K
$2.54M
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.53K+ 16.64% |
$136K - $159K
|
24.7K
$1.33M
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
3.48KNew |
$134K - $158K
|
3.48K
$188K
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.42K+ 0.45% |
$131K - $154K
|
755K
$40.7M
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
3.4K+ 23.13% |
$131K - $154K
|
18.1K
$976K
|
|
Oct 24, 2022
Q3 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
3.37K+ 41.24% |
$130K - $152K
|
11.5K
$623K
|
|
Nov 07, 2022
Q3 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
3.33K+ 19.36% |
$128K - $151K
|
20.5K
$1.11M
|
|
Nov 09, 2022
Q3 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
3.32K+ 8.22% |
$128K - $150K
|
43.7K
$2.36M
|
|
Nov 14, 2022
Q3 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.27K+ 3.4% |
$126K - $148K
|
99.5K
$5.37M
|
|
Nov 10, 2022
Q3 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
3.21K+ 1.99% |
$123K - $145K
|
164K
$8.86M
|
|
Oct 31, 2022
Q3 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.18K+ 51.68% |
$122K - $144K
|
9.34K
$504K
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
2.73K+ 5.12% |
$105K - $123K
|
55.9K
$3.02M
|
|
Nov 14, 2022
Q3 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
2.47K+ 10.08% |
$94.9K - $112K
|
27K
$1.45M
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.45K+ 5.85% |
$94.2K - $111K
|
44.3K
$2.39M
|
|
Oct 24, 2022
Q3 2022
|
Wealth Architects, LLC
|
BUY
|
- |
2.37K+ 34.35% |
$91K - $107K
|
9.26K
$500K
|
|
Oct 26, 2022
Q3 2022
|
Connable Office Inc
|
BUY
|
- |
2.36K+ 0.55% |
$90.7K - $107K
|
432K
$23.3M
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
BUY
|
- |
2.31K+ 4.61% |
$88.9K - $105K
|
52.5K
$2.83M
|
|
Nov 03, 2022
Q3 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
2.2K+ 7.69% |
$84.6K - $99.5K
|
30.8K
$1.66M
|
|
Oct 12, 2022
Q3 2022
|
First Citizens Financial Corp
|
BUY
|
- |
2.09K+ 23.26% |
$80.3K - $94.5K
|
11.1K
$597K
|
|
Nov 14, 2022
Q3 2022
|
Total Wealth Planning, LLC
|
BUY
|
- |
1.99K+ 33.3% |
$76.6K - $90.1K
|
7.97K
$430K
|
|
Nov 10, 2022
Q3 2022
|
Plancorp, LLC
|
BUY
|
- |
1.94K+ 0.68% |
$74.7K - $87.9K
|
288K
$15.5M
|
|
Oct 18, 2022
Q3 2022
|
Zhang Financial LLC
|
BUY
|
- |
1.92K+ 2.17% |
$73.7K - $86.8K
|
90.4K
$4.88M
|
|
Oct 18, 2022
Q3 2022
|
Rnc Capital Management LLC
|
BUY
|
- |
1.9K+ 26.76% |
$73.1K - $86K
|
9K
$486K
|
|
Oct 24, 2022
Q3 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.83K+ 3.27% |
$70.4K - $82.9K
|
57.8K
$3.12M
|