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 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
322New |
$12.4K - $14.6K
|
322
$17.3K
|
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
313+ 94.28% |
$12K - $14.2K
|
645
$34.6K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
303+ 41.11% |
$11.7K - $13.7K
|
1.04K
$55.9K
|
|
|
Nov 14, 2022
Q3 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
293New |
$11.3K - $13.3K
|
293
$15.7K
|
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
250+ 1.94% |
$9.61K - $11.3K
|
13.1K
$706K
|
|
|
Oct 27, 2022
Q3 2022
|
Windham Capital Management, LLC
|
BUY
|
- |
200+ 0.96% |
$7.69K - $9.05K
|
21K
$1.13M
|
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
159+ 134.75% |
$6.11K - $7.19K
|
277
$14.9K
|
|
|
Nov 01, 2022
Q3 2022
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
139+ 0.05% |
$5.34K - $6.29K
|
285K
$15.3M
|
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
119+ 0.49% |
$4.58K - $5.38K
|
24.6K
$1.32M
|
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
119+ 0.49% |
$4.58K - $5.38K
|
24.6K
$1.32M
|
|
|
Nov 09, 2022
Q3 2022
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
119+ 1.02% |
$4.58K - $5.38K
|
11.8K
$633K
|
|
|
Nov 04, 2022
Q3 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
104+ 0.29% |
$4K - $4.7K
|
36.1K
$1.94M
|
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
97New |
$3.73K - $4.39K
|
97
$5.21K
|
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
92+ 176.92% |
$3.54K - $4.16K
|
144
$7.73K
|
|
|
Oct 25, 2022
Q3 2022
|
New Square Capital LLC
|
BUY
|
- |
77New |
$2.96K - $3.48K
|
77
$4.14K
|
|
|
Oct 21, 2022
Q3 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
55+ 1.02% |
$2.11K - $2.49K
|
5.44K
$292K
|
|
|
Oct 31, 2022
Q3 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
53New |
$2.04K - $2.4K
|
53
$2.85K
|
|
|
Oct 25, 2022
Q3 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
50+ 0.61% |
$1.92K - $2.26K
|
8.24K
$442K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
44New |
$1.69K - $1.99K
|
44
$2.36K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
43New |
$1.65K - $1.95K
|
43
$2.31K
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
33New |
$1.27K - $1.49K
|
33
$1.77K
|
|
|
Oct 20, 2022
Q3 2022
|
Country Trust Bank
|
BUY
|
- |
33New |
$1.27K - $1.49K
|
33
$1.77K
|
|
|
Oct 13, 2022
Q3 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
27+ 9.34% |
$1.04K - $1.22K
|
316
$17K
|
|
|
Nov 09, 2022
Q3 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
25+ 0.1% |
$961 - $1.13K
|
24.7K
$1.33M
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
21+ 2.47% |
$807 - $950
|
871
$46.8K
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
14+ 2.36% |
$538 - $633
|
608
$32.7K
|
|
|
Oct 13, 2022
Q3 2022
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
11+ 3.26% |
$423 - $498
|
348
$18.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
10+ 3.79% |
$385 - $452
|
274
$14.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
9+ 0.02% |
$346 - $407
|
39.3K
$2.11M
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
5+ 0.16% |
$192 - $226
|
3.1K
$166K
|
|
|
Oct 07, 2022
Q3 2022
|
Bcs Wealth Management
|
BUY
|
- |
4+ 0.08% |
$154 - $181
|
5.27K
$283K
|
|
|
Oct 12, 2022
Q3 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
4+ 25.0% |
$154 - $181
|
20
$1.07K
|
|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-3- 7.69% |
$115 - $136
|
36
$1.93K
|
|
|
Oct 31, 2022
Q3 2022
|
Hemington Wealth Management
|
SELL
|
- |
-14- 0.15% |
$538 - $633
|
9.38K
$504K
|
|
|
Nov 14, 2022
Q3 2022
|
Ballast Advisors LLC
|
SELL
|
- |
-16- 0.91% |
$615 - $724
|
1.74K
$93.2K
|
|
|
Nov 14, 2022
Q3 2022
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-16- 4.91% |
$615 - $724
|
310
$16.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-18- 0.31% |
$692 - $814
|
5.72K
$307K
|
|
|
Nov 03, 2022
Q3 2022
|
Stone Point Wealth LLC
|
SELL
|
- |
-20- 0.21% |
$769 - $905
|
9.44K
$507K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
SELL
|
- |
-36- 3.85% |
$1.38K - $1.63K
|
900
$48.3K
|
|
|
Oct 27, 2022
Q3 2022
|
Keybank National Association
|
SELL
|
- |
-51- 0.29% |
$1.96K - $2.31K
|
17.3K
$930K
|
|
|
Oct 13, 2022
Q3 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-65- 0.22% |
$2.5K - $2.94K
|
29.5K
$1.58M
|
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-80- 0.99% |
$3.08K - $3.62K
|
7.96K
$428K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-86- 1.47% |
$3.31K - $3.89K
|
5.76K
$310K
|
|
|
Nov 08, 2022
Q3 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-88- 0.96% |
$3.38K - $3.98K
|
9.12K
$490K
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-97- 96.04% |
$3.73K - $4.39K
|
4
$215
|
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-110- 6.94% |
$4.23K - $4.98K
|
1.48K
$79.3K
|
|
|
Oct 31, 2022
Q3 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-120- 1.44% |
$4.61K - $5.43K
|
8.21K
$441K
|
|
|
Oct 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-137- 1.01% |
$5.27K - $6.2K
|
13.4K
$721K
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-145- 1.59% |
$5.58K - $6.56K
|
8.95K
$481K
|
|
|
Oct 31, 2022
Q3 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-155- 2.44% |
$5.96K - $7.01K
|
6.21K
$333K
|