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 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
3.26K+ 12.63% |
$159K - $171K
|
29K
$1.57M
|
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
3.2K+ 13.95% |
$156K - $168K
|
26.2K
$1.41M
|
|
|
Aug 22, 2024
Q4 2021
|
Peterson Financial Group, Inc.
|
BUY
|
- |
3.09K+ 21.43% |
$151K - $163K
|
17.5K
$946K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.05K+ 3.93% |
$149K - $160K
|
80.7K
$4.35M
|
|
|
Jan 21, 2022
Q4 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2.86K+ 57.8% |
$140K - $150K
|
7.81K
$421K
|
|
|
Feb 08, 2022
Q4 2021
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
2.85K+ 17.37% |
$139K - $150K
|
19.2K
$1.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.81K+ 20.42% |
$137K - $148K
|
16.6K
$893K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
2.71K+ 1346.27% |
$132K - $142K
|
2.91K
$157K
|
|
|
Jan 31, 2022
Q4 2021
|
Rda Financial Network
|
BUY
|
- |
2.69K+ 4.15% |
$131K - $142K
|
67.5K
$3.64M
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.65K+ 5.34% |
$129K - $139K
|
52.3K
$2.82M
|
|
|
Jan 21, 2022
Q4 2021
|
Alhambra Investment Partners LLC
|
BUY
|
- |
2.65K+ 8.02% |
$129K - $139K
|
35.7K
$1.93M
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.63K+ 13.74% |
$128K - $138K
|
21.8K
$1.18M
|
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.62K+ 10.33% |
$128K - $138K
|
27.9K
$1.51M
|
|
|
Feb 07, 2022
Q4 2021
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
2.61K+ 0.67% |
$127K - $137K
|
393K
$21.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.51K+ 4.71% |
$122K - $132K
|
55.8K
$3.01M
|
|
|
Jan 25, 2022
Q4 2021
|
Integrated Capital Management, Inc.
|
BUY
|
- |
2.44K+ 2.08% |
$119K - $128K
|
119K
$6.45M
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
2.4KNew |
$117K - $126K
|
2.4K
$129K
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
2.31K+ 21.94% |
$113K - $121K
|
12.8K
$693K
|
|
|
Jan 19, 2022
Q4 2021
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
2.27K+ 1.89% |
$111K - $119K
|
123K
$6.62M
|
|
|
Aug 05, 2022
Q4 2021
|
Tevis Investment Management
|
BUY
|
- |
2.23KNew |
$109K - $117K
|
2.23K
$120K
|
|
|
Jan 09, 2024
Q4 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2.22K+ 12.51% |
$108K - $117K
|
19.9K
$1.08M
|
|
|
Jan 18, 2022
Q4 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
2.16K+ 6.16% |
$105K - $113K
|
37.2K
$2M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.14K+ 0.19% |
$104K - $113K
|
1.14M
$61.5M
|
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2.11K+ 33.79% |
$103K - $111K
|
8.36K
$451K
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.1K+ 89.12% |
$102K - $110K
|
4.45K
$240K
|
|
|
Jan 31, 2022
Q4 2021
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
2.08K+ 4.15% |
$101K - $109K
|
52.1K
$2.81M
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
BUY
|
- |
2.07K+ 6.43% |
$101K - $109K
|
34.3K
$1.85M
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
2.06K+ 48.49% |
$100K - $108K
|
6.3K
$340K
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.05K+ 19.39% |
$100K - $108K
|
12.6K
$682K
|
|
|
Jan 19, 2022
Q4 2021
|
Sol Capital Management CO
|
BUY
|
- |
2.03K+ 3.05% |
$99.2K - $107K
|
68.7K
$3.71M
|
|
|
Feb 01, 2022
Q4 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.03K+ 2.58% |
$99.1K - $107K
|
80.9K
$4.36M
|
|
|
Jan 27, 2022
Q4 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.96K+ 24.06% |
$95.8K - $103K
|
10.1K
$546K
|
|
|
Jan 26, 2022
Q4 2021
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.96K+ 2.38% |
$95.5K - $103K
|
84.2K
$4.54M
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.86K+ 3.75% |
$90.7K - $97.7K
|
51.4K
$2.77M
|
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
1.76K+ 12.41% |
$86K - $92.6K
|
16K
$861K
|
|
|
Feb 09, 2022
Q4 2021
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
1.69K+ 31.07% |
$82.3K - $88.6K
|
7.11K
$384K
|
|
|
Feb 11, 2022
Q4 2021
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.62K+ 22.43% |
$79.2K - $85.3K
|
8.85K
$478K
|
|
|
Feb 15, 2022
Q4 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.58K+ 3.95% |
$77K - $83K
|
41.5K
$2.24M
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.54K+ 18.51% |
$75.2K - $81.1K
|
9.87K
$533K
|
|
|
Feb 03, 2022
Q4 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
1.45K+ 0.52% |
$70.7K - $76.1K
|
278K
$15M
|
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.43KNew |
$69.5K - $74.9K
|
1.43K
$76.9K
|
|
|
Feb 07, 2022
Q4 2021
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.37KNew |
$67K - $72.1K
|
1.37K
$74K
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.35K+ 29.5% |
$66.1K - $71.2K
|
5.94K
$321K
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.33K+ 24.86% |
$64.9K - $69.9K
|
6.68K
$361K
|
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.32K+ 4.13% |
$64.6K - $69.6K
|
33.4K
$1.8M
|
|
|
Jan 28, 2022
Q4 2021
|
Bellwether Advisors, LLC
|
BUY
|
- |
1.32K+ 643.9% |
$64.4K - $69.4K
|
1.53K
$82.3K
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
1.29KNew |
$63K - $67.9K
|
1.29K
$69.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.27K+ 1.53% |
$61.8K - $66.6K
|
84.3K
$4.55M
|
|
|
Feb 11, 2022
Q4 2021
|
True Private Wealth Advisors
|
BUY
|
- |
1.27K+ 3.54% |
$61.8K - $66.6K
|
37K
$2M
|
|
|
Feb 02, 2022
Q4 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.27K+ 1252.48% |
$61.7K - $66.5K
|
1.37K
$73.7K
|