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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2022
Q4 2021
|
Horizon Financial Services, LLC
|
BUY
|
- |
90+ 5.9% |
$4.39K - $4.73K
|
1.62K
$87.1K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
88+ 0.28% |
$4.29K - $4.63K
|
31.2K
$1.68M
|
|
|
Jan 25, 2022
Q4 2021
|
Gofen & Glossberg LLC
|
BUY
|
- |
87+ 1.82% |
$4.25K - $4.57K
|
4.86K
$262K
|
|
|
Feb 08, 2022
Q4 2021
|
Nvwm, LLC
|
BUY
|
- |
86New |
$4.2K - $4.52K
|
86
$4.64K
|
|
|
Feb 07, 2022
Q4 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
74+ 0.11% |
$3.61K - $3.89K
|
65.9K
$3.56M
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
70New |
$3.42K - $3.68K
|
70
$3.78K
|
|
|
Feb 03, 2022
Q4 2021
|
Steward Financial Group LLC
|
BUY
|
- |
68New |
$3.32K - $3.57K
|
68
$3.67K
|
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
67+ 1.23% |
$3.27K - $3.52K
|
5.49K
$296K
|
|
|
Feb 10, 2022
Q4 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
67+ 0.19% |
$3.27K - $3.52K
|
35.9K
$1.93M
|
|
|
Feb 14, 2022
Q4 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
65New |
$3.17K - $3.42K
|
65
$3.51K
|
|
|
Feb 15, 2022
Q4 2021
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
36New |
$1.76K - $1.89K
|
36
$1.94K
|
|
|
Feb 08, 2022
Q4 2021
|
Madden Advisory Services, Inc.
|
BUY
|
- |
34+ 0.43% |
$1.66K - $1.79K
|
8.01K
$432K
|
|
|
Feb 11, 2022
Q4 2021
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
32+ 0.57% |
$1.56K - $1.68K
|
5.68K
$306K
|
|
|
Feb 02, 2022
Q4 2021
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
24New |
$1.17K - $1.26K
|
24
$1.3K
|
|
|
Jan 26, 2022
Q4 2021
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
24+ 0.02% |
$1.17K - $1.26K
|
138K
$7.44M
|
|
|
Feb 02, 2022
Q4 2021
|
Oak Family Advisors, LLC
|
BUY
|
- |
22+ 0.33% |
$1.07K - $1.16K
|
6.63K
$357K
|
|
|
Jan 28, 2022
Q4 2021
|
Proffitt & Goodson Inc
|
BUY
|
- |
21New |
$1.02K - $1.1K
|
21
$1.13K
|
|
|
Feb 04, 2022
Q4 2021
|
Ballast Advisors LLC
|
BUY
|
- |
19+ 1.14% |
$927 - $999
|
1.68K
$90.8K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
18+ 0.72% |
$878 - $946
|
2.52K
$136K
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
17+ 5.45% |
$830 - $894
|
329
$17.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
15+ 0.1% |
$732 - $789
|
15.1K
$817K
|
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
BUY
|
- |
14+ 0.28% |
$683 - $736
|
5.02K
$271K
|
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
14+ 0.81% |
$683 - $736
|
1.74K
$93.8K
|
|
|
Jan 14, 2022
Q4 2021
|
Powell Investment Advisors, LLC
|
BUY
|
- |
14+ 2.12% |
$683 - $736
|
675
$36.4K
|
|
|
Feb 03, 2022
Q4 2021
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
13+ 0.31% |
$634 - $683
|
4.2K
$227K
|
|
|
Jan 31, 2022
Q4 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
13+ 0.12% |
$634 - $683
|
11.2K
$607K
|
|
|
Feb 02, 2022
Q4 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
5+ 0.09% |
$244 - $263
|
5.55K
$299K
|
|
|
Jan 26, 2022
Q4 2021
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5+ 0.46% |
$244 - $263
|
1.1K
$59.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
4+ 0.74% |
$195 - $210
|
546
$29.5K
|
|
|
Jan 19, 2022
Q4 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2+ 3.92% |
$97.6 - $105
|
53
$2.86K
|
|
|
Jan 19, 2022
Q4 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
2+ 0.02% |
$97.6 - $105
|
8.37K
$452K
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.09% |
$48.8 - $52.6
|
1.06K
$57.3K
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.86% |
$48.8 - $52.6
|
117
$6.31K
|
|
|
Jan 19, 2022
Q4 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1+ 2.94% |
$48.8 - $52.6
|
35
$1.89K
|
|
|
May 12, 2022
Q4 2021
|
Quent Capital, LLC
|
SELL
|
- |
-1- -0.0% |
$48.8 - $52.6
|
90.1K
$4.86M
|
|
|
Feb 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
SELL
|
- |
-4- 1.68% |
$195 - $210
|
234
$12.6K
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-29Closed |
$1.42K - $1.52K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-32Closed |
$1.56K - $1.68K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
SELL
|
- |
-37- 12.21% |
$1.81K - $1.95K
|
266
$14.4K
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-39- 0.16% |
$1.9K - $2.05K
|
23.8K
$1.28M
|
|
|
Jan 18, 2022
Q4 2021
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-47- 0.2% |
$2.29K - $2.47K
|
23.9K
$1.29M
|
|
|
Feb 11, 2022
Q4 2021
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-49- 0.08% |
$2.39K - $2.58K
|
64.3K
$3.47M
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-58- 3.78% |
$2.83K - $3.05K
|
1.48K
$79.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-62- 0.48% |
$3.03K - $3.26K
|
12.9K
$696K
|
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
SELL
|
- |
-65- 0.7% |
$3.17K - $3.42K
|
9.25K
$499K
|
|
|
Jan 25, 2022
Q4 2021
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-66- 17.6% |
$3.22K - $3.47K
|
309
$16.7K
|
|
|
Feb 02, 2022
Q4 2021
|
Foster Group, Inc.
|
SELL
|
- |
-68- 0.26% |
$3.32K - $3.57K
|
26.1K
$1.41M
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-74Closed |
$3.61K - $3.89K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-82- 0.49% |
$4K - $4.31K
|
16.6K
$895K
|
|
|
Jan 13, 2022
Q4 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-93- 1.56% |
$4.54K - $4.89K
|
5.86K
$316K
|