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 26, 2022
Q4 2021
|
Rhs Financial, LLC
|
BUY
|
- |
427+ 7.23% |
$20.8K - $22.4K
|
6.33K
$342K
|
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
408+ 3.04% |
$19.9K - $21.4K
|
13.8K
$745K
|
|
|
Jan 13, 2022
Q4 2021
|
First Citizens Financial Corp
|
BUY
|
- |
408+ 4.75% |
$19.9K - $21.4K
|
9K
$486K
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
381+ 5.88% |
$18.6K - $20K
|
6.86K
$370K
|
|
|
Jan 18, 2022
Q4 2021
|
Bcs Wealth Management
|
BUY
|
- |
375+ 6.71% |
$18.3K - $19.7K
|
5.97K
$322K
|
|
|
Feb 17, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
358+ 0.82% |
$17.5K - $18.8K
|
44.2K
$2.38M
|
|
|
Jan 24, 2022
Q4 2021
|
Falcon Wealth Planning
|
BUY
|
- |
354+ 8.32% |
$17.3K - $18.6K
|
4.61K
$249K
|
|
|
Feb 14, 2022
Q4 2021
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
349+ 0.83% |
$17K - $18.3K
|
42.6K
$2.3M
|
|
|
Feb 18, 2022
Q4 2021
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
340New |
$16.6K - $17.9K
|
340
$18.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
327+ 3.1% |
$16K - $17.2K
|
10.9K
$587K
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
326+ 269.42% |
$15.9K - $17.1K
|
447
$24.1K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
322New |
$15.7K - $16.9K
|
322
$17.4K
|
|
|
Jan 10, 2022
Q4 2021
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
309+ 0.87% |
$15.1K - $16.2K
|
35.9K
$1.93M
|
|
|
Jan 31, 2022
Q4 2021
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
295+ 0.1% |
$14.4K - $15.5K
|
282K
$15.2M
|
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
280+ 3.69% |
$13.7K - $14.7K
|
7.86K
$424K
|
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
268+ 1.7% |
$13.1K - $14.1K
|
16K
$864K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
267New |
$13K - $14K
|
267
$14.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
257+ 2.18% |
$12.5K - $13.5K
|
12K
$650K
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
243+ 36.27% |
$11.9K - $12.8K
|
913
$49.3K
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
242New |
$11.8K - $12.7K
|
242
$13.1K
|
|
|
Feb 08, 2022
Q4 2021
|
Motco
|
BUY
|
- |
231New |
$11.3K - $12.1K
|
231
$12.5K
|
|
|
Dec 13, 2023
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
225+ 4.17% |
$11K - $11.8K
|
5.62K
$303K
|
|
|
Feb 14, 2022
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
225+ 4.17% |
$11K - $11.8K
|
5.62K
$303K
|
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
217New |
$10.6K - $11.4K
|
217
$11.7K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
209New |
$10.2K - $11K
|
209
$11.3K
|
|
|
Feb 04, 2022
Q4 2021
|
F3 Logic, LLC
|
BUY
|
- |
199+ 3.8% |
$9.71K - $10.5K
|
5.44K
$293K
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
196New |
$9.56K - $10.3K
|
196
$10.6K
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
190+ 1.82% |
$9.27K - $9.99K
|
10.6K
$575K
|
|
|
Feb 02, 2022
Q4 2021
|
Family Firm, Inc.
|
BUY
|
- |
189+ 2.18% |
$9.22K - $9.94K
|
8.86K
$478K
|
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
180+ 1.27% |
$8.78K - $9.46K
|
14.4K
$777K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
175+ 20.56% |
$8.54K - $9.2K
|
1.03K
$55.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Plancorp, LLC
|
BUY
|
- |
175+ 0.06% |
$8.54K - $9.2K
|
271K
$14.6M
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
172New |
$8.39K - $9.04K
|
172
$9.28K
|
|
|
Aug 25, 2022
Q4 2021
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
161New |
$7.86K - $8.46K
|
161
$8.69K
|
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
160New |
$7.81K - $8.41K
|
160
$8.63K
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
152+ 1.54% |
$7.42K - $7.99K
|
10K
$540K
|
|
|
Feb 23, 2022
Q4 2021
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
150New |
$7.32K - $7.89K
|
150
$8.09K
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
145+ 0.11% |
$7.08K - $7.62K
|
137K
$7.39M
|
|
|
Feb 14, 2022
Q4 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
143New |
$6.98K - $7.52K
|
143
$7.72K
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
140New |
$6.83K - $7.36K
|
140
$7.55K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
140New |
$6.83K - $7.36K
|
140
$7.55K
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
132+ 1.43% |
$6.44K - $6.94K
|
9.37K
$505K
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
113New |
$5.51K - $5.94K
|
113
$6.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
111New |
$5.42K - $5.84K
|
111
$5.99K
|
|
|
Feb 10, 2022
Q4 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
110New |
$5.37K - $5.78K
|
110
$5.94K
|
|
|
Feb 10, 2022
Q4 2021
|
3 D/L Capital Management, LLC
|
BUY
|
- |
108+ 0.87% |
$5.27K - $5.68K
|
12.6K
$678K
|
|
|
Jan 19, 2022
Q4 2021
|
Ma Private Wealth
|
BUY
|
- |
104+ 0.81% |
$5.08K - $5.47K
|
12.9K
$695K
|
|
|
Jan 12, 2022
Q4 2021
|
Moneywise, Inc.
|
BUY
|
- |
99+ 2.03% |
$4.83K - $5.2K
|
4.97K
$268K
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
98+ 1.84% |
$4.78K - $5.15K
|
5.43K
$293K
|
|
|
Apr 28, 2022
Q4 2021
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
91New |
$4.44K - $4.78K
|
91
$4.91K
|