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 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.65KNew |
$276K - $297K
|
5.65K
$303K
|
|
|
Feb 11, 2022
Q4 2021
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
5.62KNew |
$274K - $295K
|
5.62K
$302K
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
5.53K+ 5.44% |
$270K - $291K
|
107K
$5.76M
|
|
|
Jan 27, 2022
Q4 2021
|
Shufro Rose & CO LLC
|
BUY
|
- |
5.49KNew |
$268K - $288K
|
5.49K
$295K
|
|
|
Feb 14, 2022
Q4 2021
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
5.4K+ 1320.29% |
$264K - $284K
|
5.81K
$312K
|
|
|
Feb 11, 2022
Q4 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
5.39K+ 2.23% |
$263K - $283K
|
246K
$13.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
5.36KNew |
$262K - $282K
|
5.36K
$288K
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
5.32KNew |
$259K - $279K
|
5.32K
$285K
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.28K+ 1.23% |
$258K - $278K
|
433K
$23.3M
|
|
|
Jan 21, 2022
Q4 2021
|
Prairie View Partners, LLC
|
BUY
|
- |
5.25K+ 3.0% |
$256K - $276K
|
180K
$9.66M
|
|
|
Aug 11, 2023
Q4 2021
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
5.18K+ 12.48% |
$253K - $272K
|
46.7K
$2.51M
|
|
|
Jan 26, 2022
Q4 2021
|
Alera Investment Advisors, LLC
|
BUY
|
- |
5.11K+ 31.79% |
$249K - $269K
|
21.2K
$1.14M
|
|
|
Feb 09, 2022
Q4 2021
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
5.09K+ 9.83% |
$248K - $267K
|
56.9K
$3.05M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.07KNew |
$248K - $267K
|
5.07K
$273K
|
|
|
Jan 19, 2022
Q4 2021
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
5.02K+ 5.04% |
$245K - $264K
|
105K
$5.62M
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
4.99KNew |
$243K - $262K
|
4.99K
$268K
|
|
|
Feb 07, 2022
Q4 2021
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
4.99KNew |
$243K - $262K
|
4.99K
$268K
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
4.8KNew |
$234K - $252K
|
4.8K
$258K
|
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
4.71K+ 9.0% |
$230K - $247K
|
57K
$3.06M
|
|
|
Feb 10, 2022
Q4 2021
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
4.59KNew |
$224K - $241K
|
4.59K
$247K
|
|
|
Jan 18, 2022
Q4 2021
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
4.56KNew |
$223K - $240K
|
4.56K
$245K
|
|
|
Jan 20, 2022
Q4 2021
|
Efficient Advisors, LLC
|
BUY
|
- |
4.54K+ 1.2% |
$222K - $239K
|
383K
$20.6M
|
|
|
Jan 14, 2022
Q4 2021
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
4.44KNew |
$217K - $233K
|
4.44K
$238K
|
|
|
Feb 14, 2022
Q4 2021
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
4.42K+ 2.17% |
$216K - $233K
|
208K
$11.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
4.4KNew |
$215K - $231K
|
4.4K
$236K
|
|
|
Jan 18, 2022
Q4 2021
|
Tnf LLC
|
BUY
|
- |
4.39K+ 2.0% |
$214K - $231K
|
224K
$12M
|
|
|
Mar 17, 2022
Q4 2021
|
American Trust
Lexington, KY |
BUY
|
- |
4.36KNew |
$213K - $229K
|
4.36K
$234K
|
|
|
Jan 27, 2022
Q4 2021
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
4.33KNew |
$211K - $227K
|
4.33K
$232K
|
|
|
Feb 08, 2022
Q4 2021
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
4.21KNew |
$206K - $221K
|
4.21K
$226K
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Counselors Inc
|
BUY
|
- |
4.19KNew |
$204K - $220K
|
4.19K
$225K
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.12K+ 13.28% |
$201K - $217K
|
35.2K
$1.89M
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
4.12K+ 21.15% |
$201K - $216K
|
23.6K
$1.27M
|
|
|
Feb 11, 2022
Q4 2021
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
4K+ 6.31% |
$195K - $210K
|
67.4K
$3.62M
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
BUY
|
- |
4K+ 10.63% |
$195K - $210K
|
41.6K
$2.24M
|
|
|
Feb 11, 2022
Q4 2021
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
3.99K+ 2.21% |
$195K - $210K
|
185K
$9.93M
|
|
|
Feb 10, 2022
Q4 2021
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
3.98K+ 2.18% |
$194K - $209K
|
186K
$10M
|
|
|
Jan 31, 2022
Q4 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
3.95K+ 95.27% |
$193K - $207K
|
8.09K
$435K
|
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
3.94K+ 100.43% |
$192K - $207K
|
7.87K
$423K
|
|
|
Feb 02, 2022
Q4 2021
|
Concorde Asset Management, LLC
|
BUY
|
- |
3.87K+ 6.33% |
$189K - $203K
|
65K
$3.49M
|
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
3.85K+ 0.11% |
$188K - $202K
|
3.46M
$186M
|
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
BUY
|
- |
3.78K+ 11.96% |
$185K - $199K
|
35.4K
$1.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.74K+ 8.42% |
$182K - $196K
|
48.1K
$2.58M
|
|
|
Feb 04, 2022
Q4 2021
|
Amg National Trust Bank
|
BUY
|
- |
3.52K+ 8.47% |
$172K - $185K
|
45.1K
$2.42M
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3.47KNew |
$169K - $183K
|
3.47K
$186K
|
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.45K+ 8.08% |
$168K - $181K
|
46.1K
$2.47M
|
|
|
Feb 14, 2022
Q4 2021
|
Campion Asset Management
|
BUY
|
- |
3.44K+ 28.44% |
$168K - $181K
|
15.5K
$834K
|
|
|
May 15, 2024
Q4 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3.33K+ 11.67% |
$163K - $175K
|
31.9K
$1.71M
|
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.31K+ 29.3% |
$162K - $174K
|
14.6K
$786K
|
|
|
Feb 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
3.29K+ 6.92% |
$161K - $173K
|
50.9K
$2.73M
|
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
3.29K+ 6.92% |
$161K - $173K
|
50.9K
$2.73M
|