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 18, 2022
Q3 2022
|
First American Trust, Fsb
|
SELL
|
- |
-3.09K- 3.28% |
$119K - $140K
|
90.9K
$4.91M
|
|
|
Oct 17, 2022
Q3 2022
|
American Financial Advisors, LLC
|
SELL
|
- |
-3.26K- 16.35% |
$125K - $148K
|
16.7K
$901K
|
|
|
Oct 21, 2022
Q3 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-3.36K- 11.03% |
$129K - $152K
|
27.1K
$1.46M
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-3.54KClosed |
$136K - $160K
|
0
$0
|
|
|
Oct 17, 2022
Q3 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-3.75K- 20.96% |
$144K - $170K
|
14.1K
$763K
|
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3.83K- 23.2% |
$147K - $173K
|
12.7K
$683K
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-3.99K- 35.56% |
$153K - $180K
|
7.22K
$390K
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-4.04K- 13.48% |
$155K - $183K
|
26K
$1.4M
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-4.16K- 10.14% |
$160K - $188K
|
36.9K
$1.99M
|
|
|
Oct 21, 2022
Q3 2022
|
High Mark Wealth Management LLC
|
SELL
|
- |
-4.26K- 1.22% |
$164K - $193K
|
345K
$18.6M
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-4.44K- 11.61% |
$171K - $201K
|
33.8K
$1.82M
|
|
|
Nov 14, 2022
Q3 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-4.49K- 22.05% |
$172K - $203K
|
15.9K
$856K
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-4.63K- 14.24% |
$178K - $209K
|
27.9K
$1.5M
|
|
|
Oct 17, 2022
Q3 2022
|
Veracity Capital LLC
|
SELL
|
- |
-4.64K- 29.18% |
$178K - $210K
|
11.3K
$608K
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.67K- 27.61% |
$180K - $211K
|
12.3K
$661K
|
|
|
Oct 12, 2023
Q3 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-4.83K- 10.28% |
$186K - $219K
|
42.2K
$2.27M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-4.84K- 4.34% |
$186K - $219K
|
107K
$5.76M
|
|
|
Nov 07, 2022
Q3 2022
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-4.87K- 19.79% |
$187K - $220K
|
19.7K
$1.06M
|
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-4.96K- 9.9% |
$191K - $224K
|
45.1K
$2.43M
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4.98K- 8.17% |
$191K - $225K
|
56K
$3.02M
|
|
|
Nov 09, 2022
Q3 2022
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-5.1KClosed |
$196K - $230K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-5.11K- 14.64% |
$197K - $231K
|
29.8K
$1.61M
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-5.14K- 16.97% |
$197K - $232K
|
25.1K
$1.36M
|
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-5.15K- 17.29% |
$198K - $233K
|
24.7K
$1.33M
|
|
|
Nov 15, 2022
Q3 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-5.34K- 26.81% |
$205K - $242K
|
14.6K
$786K
|
|
|
Oct 13, 2022
Q3 2022
|
Cooper Financial Group
|
SELL
|
- |
-5.35K- 11.81% |
$206K - $242K
|
40K
$2.16M
|
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
SELL
|
- |
-5.64K- 13.87% |
$217K - $255K
|
35K
$1.89M
|
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-5.64K- 12.66% |
$217K - $255K
|
38.9K
$2.1M
|
|
|
Jul 20, 2023
Q3 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-5.9KClosed |
$227K - $267K
|
0
$0
|
|
|
Oct 12, 2022
Q3 2022
|
Dentgroup LLC
|
SELL
|
- |
-5.93K- 40.77% |
$228K - $268K
|
8.62K
$465K
|
|
|
Mar 03, 2023
Q3 2022
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-6.05K- 3.22% |
$232K - $274K
|
182K
$9.8M
|
|
|
Nov 04, 2022
Q3 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-6.1K- 21.6% |
$234K - $276K
|
22.1K
$1.19M
|
|
|
Nov 07, 2022
Q3 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-6.17K- 12.08% |
$237K - $279K
|
44.9K
$2.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-6.79K- 13.11% |
$261K - $307K
|
45K
$2.43M
|
|
|
Nov 14, 2022
Q3 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-6.86K- 9.75% |
$264K - $310K
|
63.5K
$3.43M
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-6.95K- 14.43% |
$267K - $314K
|
41.2K
$2.22M
|
|
|
Oct 31, 2022
Q3 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-6.96K- 13.31% |
$267K - $315K
|
45.3K
$2.44M
|
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-7.23K- 5.47% |
$278K - $327K
|
125K
$6.74M
|
|
|
Nov 10, 2022
Q3 2022
|
Falcon Wealth Planning
|
SELL
|
- |
-7.32K- 40.71% |
$282K - $331K
|
10.7K
$575K
|
|
|
Oct 17, 2022
Q3 2022
|
Lantz Financial LLC
|
SELL
|
- |
-7.43K- 10.92% |
$286K - $336K
|
60.6K
$3.27M
|
|
|
Nov 03, 2022
Q3 2022
|
Amg National Trust Bank
|
SELL
|
- |
-7.49K- 11.8% |
$288K - $339K
|
55.9K
$3.02M
|
|
|
Oct 19, 2022
Q3 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-7.52K- 20.05% |
$289K - $340K
|
30K
$1.62M
|
|
|
Nov 10, 2022
Q3 2022
|
Abrdn PLC
|
SELL
|
- |
-7.77K- 7.31% |
$299K - $351K
|
98.6K
$5.32M
|
|
|
Oct 21, 2022
Q3 2022
|
Provence Wealth Management Group
|
SELL
|
- |
-8.1K- 8.44% |
$311K - $366K
|
87.9K
$4.74M
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-8.39K- 19.43% |
$323K - $380K
|
34.8K
$1.88M
|
|
|
Nov 14, 2022
Q3 2022
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-8.85K- 31.75% |
$340K - $400K
|
19K
$1.03M
|
|
|
Oct 18, 2022
Q3 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-9.06K- 6.32% |
$348K - $410K
|
134K
$7.25M
|
|
|
Oct 24, 2022
Q3 2022
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-9.1K- 18.24% |
$350K - $412K
|
40.8K
$2.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-9.13K- 4.3% |
$351K - $413K
|
203K
$11M
|
|
|
Oct 12, 2022
Q3 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-9.26K- 41.36% |
$356K - $419K
|
13.1K
$708K
|