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 |
|---|---|---|---|---|---|---|---|
|
Mar 24, 2023
Q4 2021
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
15.4K+ 4.13% |
$751K - $809K
|
388K
$21M
|
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
15.4K+ 178.38% |
$751K - $809K
|
24K
$1.3M
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
14.5K+ 5.08% |
$710K - $765K
|
301K
$16.2M
|
|
|
Feb 01, 2022
Q4 2021
|
3 Edge Asset Management, LP
|
BUY
|
- |
14.4KNew |
$702K - $756K
|
14.4K
$776K
|
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
14.3K+ 214.11% |
$699K - $753K
|
21K
$1.13M
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
14.2KNew |
$693K - $747K
|
14.2K
$767K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
13.9K+ 17.83% |
$680K - $732K
|
92.1K
$4.97M
|
|
|
Feb 14, 2022
Q4 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
13.5K+ 119.36% |
$660K - $711K
|
24.8K
$1.34M
|
|
|
Jul 13, 2022
Q4 2021
|
Crown Wealth Group, LLC
|
BUY
|
- |
13.4KNew |
$654K - $705K
|
13.4K
$723K
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
13.3K+ 0.99% |
$651K - $701K
|
1.36M
$73.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
13.3K+ 5.64% |
$650K - $700K
|
250K
$13.5M
|
|
|
Feb 03, 2022
Q4 2021
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
13.2K+ 11.29% |
$643K - $693K
|
130K
$7.01M
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
13.1K+ 6.53% |
$641K - $691K
|
214K
$11.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
13K+ 2.96% |
$636K - $685K
|
453K
$24.4M
|
|
|
Jan 20, 2022
Q4 2021
|
Capital Cs Group, LLC
|
BUY
|
- |
13K+ 240.54% |
$634K - $683K
|
18.4K
$993K
|
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
12.9K+ 6.87% |
$631K - $679K
|
201K
$10.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
12.9K+ 6.7% |
$627K - $676K
|
205K
$11M
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
12.8K+ 13.73% |
$623K - $672K
|
106K
$5.71M
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
12.6KNew |
$617K - $664K
|
12.6K
$682K
|
|
|
Feb 10, 2022
Q4 2021
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
12.4K+ 9.56% |
$607K - $654K
|
143K
$7.69M
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
12.2K+ 173.62% |
$597K - $643K
|
19.3K
$1.04M
|
|
|
Feb 10, 2022
Q4 2021
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
12.2K+ 5.66% |
$596K - $642K
|
228K
$12.3M
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
12.2K+ 19.44% |
$593K - $639K
|
74.7K
$4.03M
|
|
|
Jan 18, 2022
Q4 2021
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
12K+ 3.54% |
$584K - $629K
|
349K
$18.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
11.9K+ 6.12% |
$581K - $626K
|
206K
$11.1M
|
|
|
Feb 01, 2022
Q4 2021
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
11.9K+ 4.18% |
$579K - $624K
|
296K
$16M
|
|
|
May 05, 2022
Q4 2021
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
11.8KNew |
$578K - $622K
|
11.8K
$639K
|
|
|
Feb 01, 2022
Q4 2021
|
True Link Financial Advisors, LLC
|
BUY
|
- |
11.5K+ 156.76% |
$561K - $604K
|
18.8K
$1.02M
|
|
|
Feb 10, 2022
Q4 2021
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
11.4KNew |
$558K - $601K
|
11.4K
$617K
|
|
|
Feb 08, 2022
Q4 2021
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
11.4K+ 10.74% |
$555K - $598K
|
117K
$6.33M
|
|
|
Feb 25, 2022
Q4 2021
|
Simplicity Wealth,Llc
|
BUY
|
- |
11.3KNew |
$551K - $593K
|
11.3K
$609K
|
|
|
Feb 18, 2022
Q4 2021
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
11.2KNew |
$547K - $589K
|
11.2K
$605K
|
|
|
Feb 17, 2022
Q4 2021
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
11.1KNew |
$541K - $583K
|
11.1K
$599K
|
|
|
Jan 26, 2022
Q4 2021
|
Flc Capital Advisors
|
BUY
|
- |
11.1K+ 7.24% |
$540K - $582K
|
164K
$8.85M
|
|
|
Feb 09, 2022
Q4 2021
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
10.9KNew |
$533K - $575K
|
10.9K
$590K
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
10.7K+ 11.73% |
$523K - $564K
|
102K
$5.51M
|
|
|
Jan 19, 2022
Q4 2021
|
Lantz Financial LLC
|
BUY
|
- |
10.6K+ 30.65% |
$519K - $560K
|
45.4K
$2.45M
|
|
|
Feb 02, 2022
Q4 2021
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
10.6K+ 10.75% |
$518K - $558K
|
109K
$5.9M
|
|
|
Feb 09, 2022
Q4 2021
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
10.6K+ 2.17% |
$515K - $555K
|
497K
$26.8M
|
|
|
Feb 04, 2022
Q4 2021
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
10.5K+ 4.39% |
$510K - $550K
|
248K
$13.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Stone Point Wealth LLC
|
BUY
|
- |
10.3KNew |
$504K - $543K
|
10.3K
$557K
|
|
|
Jan 18, 2022
Q4 2021
|
Dentgroup LLC
|
BUY
|
- |
10.3KNew |
$501K - $540K
|
10.3K
$554K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
10.2K+ 15.37% |
$499K - $538K
|
76.8K
$4.14M
|
|
|
Jan 19, 2022
Q4 2021
|
Wealth Architects, LLC
|
BUY
|
- |
10.1K+ 137.03% |
$494K - $532K
|
17.5K
$944K
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
9.91KNew |
$484K - $521K
|
9.91K
$535K
|
|
|
Feb 11, 2022
Q4 2021
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
9.82KNew |
$479K - $516K
|
9.82K
$530K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
9.67K+ 59.26% |
$472K - $509K
|
26K
$1.4M
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
9.49K+ 12.86% |
$463K - $499K
|
83.2K
$4.49M
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
9.47K+ 9.91% |
$462K - $498K
|
105K
$5.67M
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.32K+ 8.47% |
$455K - $490K
|
119K
$6.44M
|