Purchases and Sales Made in Q4 2021 in Msci Eafe Value ETF (EFV)
This table provides information about the institutional ownership of Msci Eafe Value ETF (EFV) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.24M+ 8.35% |
$207M - $223M
|
55M
$2.86B
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
1.44M+ 25.36% |
$70.3M - $75.7M
|
7.12M
$371M
|
|
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
1.28M+ 211.12% |
$62.4M - $67.2M
|
1.88M
$98.1M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.08M+ 13.74% |
$52.7M - $56.8M
|
8.94M
$465M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.03M+ 10.05% |
$50.3M - $54.2M
|
11.3M
$588M
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
974K+ 3.11% |
$47.5M - $51.2M
|
32.3M
$1.68B
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
541K+ 5.4% |
$26.4M - $28.4M
|
10.6M
$550M
|
|
|
Feb 25, 2022
Q4 2021
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
540K+ 376.13% |
$26.4M - $28.4M
|
684K
$35.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
500KNew |
$24.4M - $26.3M
|
500K
$26M
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
428K+ 8.09% |
$20.9M - $22.5M
|
5.72M
$298M
|
|
|
May 05, 2022
Q4 2021
|
West Wealth Group, LLC
|
BUY
|
- |
404KNew |
$19.7M - $21.2M
|
404K
$21M
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
373K+ 9.52% |
$18.2M - $19.6M
|
4.29M
$223M
|
|
|
Jan 12, 2022
Q4 2021
|
Mcia Inc
|
BUY
|
- |
362K+ 451.52% |
$17.7M - $19M
|
442K
$23M
|
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
BUY
|
- |
333K+ 11.88% |
$16.2M - $17.5M
|
3.13M
$163M
|
|
|
Mar 15, 2022
Q4 2021
|
Security Financial Services, Inc.
|
BUY
|
- |
304KNew |
$14.8M - $16M
|
304K
$15.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
299K+ 11.42% |
$14.6M - $15.7M
|
2.92M
$152M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
298K+ 13.0% |
$14.5M - $15.7M
|
2.59M
$135M
|
|
|
Jan 31, 2022
Q4 2021
|
Dupont Capital Management Corp
|
BUY
|
- |
292K+ 39.3% |
$14.2M - $15.3M
|
1.03M
$53.9M
|
|
|
Feb 01, 2022
Q4 2021
|
Keystone Financial Services
|
BUY
|
- |
284KNew |
$13.9M - $15M
|
284K
$14.8M
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
266K+ 4.69% |
$13M - $14M
|
5.94M
$309M
|
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
259K+ 1693.66% |
$12.7M - $13.6M
|
275K
$14.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
259K+ 16.96% |
$12.7M - $13.6M
|
1.79M
$93M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
252K+ 43.79% |
$12.3M - $13.2M
|
827K
$43.1M
|
|
|
Feb 07, 2022
Q4 2021
|
Northwest Capital Management Inc
|
BUY
|
- |
244K+ 319.63% |
$11.9M - $12.9M
|
321K
$16.7M
|
|
|
Jun 13, 2022
Q4 2021
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
209KNew |
$10.2M - $11M
|
209K
$10.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
194K+ 24.63% |
$9.47M - $10.2M
|
981K
$51.1M
|
|
|
Feb 03, 2022
Q4 2021
|
Wealth Management Solutions, LLC
|
BUY
|
- |
194KNew |
$9.44M - $10.2M
|
194K
$10.1M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
191K+ 49.13% |
$9.31M - $10M
|
579K
$30.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Marion Wealth Management
|
BUY
|
- |
190KNew |
$9.3M - $10M
|
190K
$9.92M
|
|
|
Feb 10, 2022
Q4 2021
|
Crestone Asset Management LLC
|
BUY
|
- |
176K+ 106.0% |
$8.58M - $9.24M
|
342K
$17.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
171KNew |
$8.33M - $8.98M
|
171K
$8.89M
|
|
|
Jan 21, 2022
Q4 2021
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
169KNew |
$8.23M - $8.87M
|
169K
$8.78M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
169K+ 19.15% |
$8.22M - $8.86M
|
1.05M
$54.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
168K+ 13.51% |
$8.22M - $8.86M
|
1.42M
$73.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
164K+ 10.05% |
$7.98M - $8.6M
|
1.79M
$93.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
162K+ 323.6% |
$7.92M - $8.53M
|
212K
$11.1M
|
|
|
Aug 09, 2022
Q4 2021
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
156KNew |
$7.6M - $8.19M
|
156K
$8.11M
|
|
|
Mar 23, 2022
Q4 2021
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
155KNew |
$7.55M - $8.13M
|
155K
$8.05M
|
|
|
May 02, 2022
Q4 2021
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
148KNew |
$7.21M - $7.77M
|
148K
$7.69M
|
|
|
Feb 02, 2022
Q4 2021
|
Jb Capital LLC
|
BUY
|
- |
147K+ 14.34% |
$7.17M - $7.72M
|
1.17M
$60.9M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
145K+ 21.37% |
$7.1M - $7.64M
|
826K
$43M
|
|
|
Feb 11, 2022
Q4 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
144KNew |
$7.05M - $7.59M
|
144K
$7.52M
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
133K+ 57.06% |
$6.5M - $7.01M
|
367K
$19.1M
|
|
|
May 11, 2022
Q4 2021
|
Bms Financial Advisors, LLC
|
BUY
|
- |
132KNew |
$6.43M - $6.93M
|
132K
$6.86M
|
|
|
Jan 13, 2022
Q4 2021
|
Apella Capital, LLC
|
BUY
|
- |
122K+ 61.67% |
$5.96M - $6.42M
|
320K
$16.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
122K+ 515.0% |
$5.95M - $6.41M
|
146K
$7.58M
|
|
|
Feb 11, 2022
Q4 2021
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
120K+ 543.3% |
$5.88M - $6.33M
|
143K
$7.42M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
117KNew |
$5.72M - $6.16M
|
117K
$6.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
114K+ 40.61% |
$5.58M - $6.01M
|
396K
$20.6M
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
113K+ 6.57% |
$5.53M - $5.95M
|
1.84M
$95.7M
|