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 11, 2022
Q4 2021
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
35.8K+ 290.25% |
$1.75M - $1.88M
|
48.1K
$2.6M
|
|
|
Jan 27, 2022
Q4 2021
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
35.3KNew |
$1.72M - $1.86M
|
35.3K
$1.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
34.7K+ 42.14% |
$1.7M - $1.83M
|
117K
$6.32M
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
34.3K+ 13.21% |
$1.67M - $1.8M
|
294K
$15.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
33.2K+ 15.0% |
$1.62M - $1.74M
|
254K
$13.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Connable Office Inc
|
BUY
|
- |
33.1K+ 5.25% |
$1.62M - $1.74M
|
664K
$35.9M
|
|
|
Jan 19, 2022
Q4 2021
|
Icon Wealth Partners, LLC
|
BUY
|
- |
32.6K+ 7.4% |
$1.59M - $1.72M
|
474K
$25.6M
|
|
|
Feb 08, 2022
Q4 2021
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
32.2KNew |
$1.57M - $1.69M
|
32.2K
$1.74M
|
|
|
Feb 04, 2022
Q4 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
31.2K+ 50.63% |
$1.52M - $1.64M
|
92.9K
$5.01M
|
|
|
Jan 26, 2022
Q4 2021
|
S.C. Financial Services, Inc.
|
BUY
|
- |
29.7KNew |
$1.45M - $1.56M
|
29.7K
$1.6M
|
|
|
Feb 15, 2022
Q4 2021
|
Covenant Partners, LLC
|
BUY
|
- |
29.7K+ 8.83% |
$1.45M - $1.56M
|
366K
$19.7M
|
|
|
Jan 21, 2022
Q4 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
29.3K+ 5.72% |
$1.43M - $1.54M
|
541K
$29.2M
|
|
|
Jan 13, 2022
Q4 2021
|
Tri Star Advisors Inc.
|
BUY
|
- |
29.1K+ 11.13% |
$1.42M - $1.53M
|
291K
$15.7M
|
|
|
Jan 20, 2022
Q4 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
28.7K+ 9.11% |
$1.4M - $1.51M
|
343K
$18.5M
|
|
|
Jan 28, 2022
Q4 2021
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
28.7KNew |
$1.4M - $1.51M
|
28.7K
$1.55M
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
28.4K+ 11.76% |
$1.39M - $1.5M
|
270K
$14.6M
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
28.3K+ 12.78% |
$1.38M - $1.49M
|
249K
$13.5M
|
|
|
Feb 01, 2022
Q4 2021
|
Telemus Capital, LLC
|
BUY
|
- |
28.2KNew |
$1.37M - $1.48M
|
28.2K
$1.52M
|
|
|
Feb 14, 2022
Q4 2021
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
27.4K+ 1.8% |
$1.34M - $1.44M
|
1.55M
$83.6M
|
|
|
Feb 15, 2022
Q4 2021
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
27.2K+ 5.87% |
$1.33M - $1.43M
|
492K
$26.5M
|
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
26.7K+ 6.36% |
$1.3M - $1.4M
|
447K
$24.1M
|
|
|
Feb 02, 2022
Q4 2021
|
Austin Private Wealth, LLC
|
BUY
|
- |
26.7K+ 13.47% |
$1.3M - $1.4M
|
225K
$12.1M
|
|
|
Feb 03, 2022
Q4 2021
|
Sharkey, Howes & Javer
|
BUY
|
- |
26.6K+ 6.9% |
$1.3M - $1.4M
|
412K
$22.2M
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
25.7K+ 4.46% |
$1.25M - $1.35M
|
602K
$32.5M
|
|
|
Apr 05, 2024
Q4 2021
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
23.8K+ 2.86% |
$1.16M - $1.25M
|
857K
$46.3M
|
|
|
May 25, 2022
Q4 2021
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
23.7KNew |
$1.16M - $1.25M
|
23.7K
$1.28M
|
|
|
Jan 19, 2022
Q4 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
23.7K+ 263.21% |
$1.16M - $1.25M
|
32.7K
$1.76M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
23.7K+ 15.99% |
$1.16M - $1.24M
|
172K
$9.27M
|
|
|
Jan 11, 2022
Q4 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
23.4K+ 11.63% |
$1.14M - $1.23M
|
225K
$12.1M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
23.1K+ 31.02% |
$1.13M - $1.21M
|
97.6K
$5.26M
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
22K+ 3.8% |
$1.08M - $1.16M
|
602K
$32.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
21.6KNew |
$1.06M - $1.14M
|
21.6K
$1.17M
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
20.9K+ 14.94% |
$1.02M - $1.1M
|
161K
$8.68M
|
|
|
Feb 04, 2022
Q4 2021
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
20.6KNew |
$1.01M - $1.08M
|
20.6K
$1.11M
|
|
|
Feb 11, 2022
Q4 2021
|
Vpr Management LLC
Houston, TX |
BUY
|
- |
20K+ 350.88% |
$976K - $1.05M
|
25.7K
$1.39M
|
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
19.3K+ 95.24% |
$940K - $1.01M
|
39.5K
$2.13M
|
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
19.1KNew |
$931K - $1M
|
19.1K
$1.03M
|
|
|
Jan 19, 2022
Q4 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
18K+ 20.27% |
$880K - $948K
|
107K
$5.77M
|
|
|
Feb 14, 2022
Q4 2021
|
Wilshire Advisors LLC
Santa Monica, CA |
BUY
|
- |
18K+ 26.74% |
$879K - $947K
|
85.4K
$4.61M
|
|
|
Feb 14, 2022
Q4 2021
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
17.9K+ 1.8% |
$873K - $940K
|
1.01M
$54.5M
|
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
17.9K+ 21.09% |
$872K - $939K
|
103K
$5.53M
|
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
17.6K+ 8.51% |
$859K - $926K
|
224K
$12.1M
|
|
|
Feb 15, 2022
Q4 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
17.6KNew |
$858K - $924K
|
17.6K
$948K
|
|
|
Feb 11, 2022
Q4 2021
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
17.4K+ 128.56% |
$848K - $914K
|
30.9K
$1.67M
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust Bank
|
BUY
|
- |
17.2KNew |
$840K - $905K
|
17.2K
$929K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
17K+ 14.42% |
$831K - $896K
|
135K
$7.29M
|
|
|
Feb 14, 2022
Q4 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
15.8K+ 19.82% |
$773K - $833K
|
95.8K
$5.17M
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
15.8K+ 10.33% |
$773K - $833K
|
169K
$9.13M
|
|
|
Jan 12, 2022
Q4 2021
|
Winthrop Advisory Group LLC
|
BUY
|
- |
15.7KNew |
$765K - $824K
|
15.7K
$846K
|
|
|
Jan 19, 2024
Q4 2021
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
15.6KNew |
$760K - $819K
|
15.6K
$840K
|