Purchases and Sales Made in Q4 2022 in Msci Eafe Value ETF (EFV)
This table provides information about the institutional ownership of Msci Eafe Value ETF (EFV) during Q4 2022. 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 15, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
229M+ 92577.73% |
$8.8B - $10.7B
|
229M
$12.3B
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.37M+ 14.75% |
$284M - $345M
|
57.4M
$3.08B
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.24M+ 891.42% |
$279M - $338M
|
8.05M
$432M
|
|
|
Feb 14, 2023
Q4 2022
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
3.96MNew |
$153M - $185M
|
3.96M
$213M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.19MNew |
$84.2M - $102M
|
2.19M
$117M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.68M+ 16.31% |
$64.7M - $78.5M
|
12M
$643M
|
|
|
Feb 14, 2023
Q4 2022
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
1.56M+ 2294.54% |
$60.1M - $72.9M
|
1.63M
$87.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.24M+ 307.29% |
$47.7M - $57.9M
|
1.64M
$88.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.01M+ 18.36% |
$38.9M - $47.2M
|
6.52M
$350M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
994K+ 566.9% |
$38.3M - $46.4M
|
1.17M
$62.8M
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
916K+ 300.59% |
$35.3M - $42.8M
|
1.22M
$65.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
873K+ 8.35% |
$33.6M - $40.8M
|
11.3M
$608M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
838K+ 9.99% |
$32.3M - $39.2M
|
9.24M
$496M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
806K+ 10.48% |
$31M - $37.7M
|
8.5M
$456M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
729K+ 16.04% |
$28M - $34M
|
5.27M
$283M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
722K+ 9.2% |
$27.8M - $33.7M
|
8.57M
$460M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
687K+ 13.2% |
$26.4M - $32.1M
|
5.89M
$316M
|
|
|
Feb 01, 2023
Q4 2022
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
617K+ 374.83% |
$23.8M - $28.8M
|
782K
$42M
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
581K+ 6488.92% |
$22.4M - $27.2M
|
590K
$31.7M
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
581K+ 6488.92% |
$22.4M - $27.2M
|
590K
$31.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Geisinger Health
Danville, PA |
BUY
|
- |
545KNew |
$21M - $25.5M
|
545K
$29.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
511K+ 178.36% |
$19.7M - $23.9M
|
797K
$42.8M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
433K+ 464.11% |
$16.7M - $20.2M
|
526K
$28.2M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
432KNew |
$16.6M - $20.2M
|
432K
$23.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
408KNew |
$15.7M - $19.1M
|
408K
$21.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
349K+ 15.58% |
$13.4M - $16.3M
|
2.59M
$139M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
343K+ 12.18% |
$13.2M - $16.1M
|
3.16M
$170M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
332K+ 12.7% |
$12.8M - $15.5M
|
2.95M
$158M
|
|
|
Jan 19, 2023
Q4 2022
|
Brave Asset Management Inc
|
BUY
|
- |
328KNew |
$12.6M - $15.3M
|
328K
$17.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
317K+ 13.02% |
$12.2M - $14.8M
|
2.75M
$148M
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
298K+ 600.46% |
$11.5M - $13.9M
|
348K
$18.7M
|
|
|
Jan 23, 2023
Q4 2022
|
Jb Capital LLC
|
BUY
|
- |
284K+ 27.57% |
$10.9M - $13.3M
|
1.31M
$70.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
271KNew |
$10.5M - $12.7M
|
271K
$14.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
263K+ 246.2% |
$10.1M - $12.3M
|
369K
$19.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
237K+ 2071.42% |
$9.12M - $11.1M
|
248K
$13.3M
|
|
|
Feb 15, 2023
Q4 2022
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
219K+ 29.03% |
$8.42M - $10.2M
|
973K
$52.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
210K+ 17.94% |
$8.08M - $9.81M
|
1.38M
$74.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
202K+ 26.74% |
$7.77M - $9.43M
|
956K
$51.4M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
196K+ 12366.25% |
$7.53M - $9.14M
|
197K
$10.6M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
191K+ 213.16% |
$7.36M - $8.94M
|
281K
$15.1M
|
|
|
Jan 11, 2023
Q4 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
175KNew |
$6.74M - $8.18M
|
175K
$9.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
171K+ 190.54% |
$6.57M - $7.98M
|
260K
$14M
|
|
|
Feb 13, 2023
Q4 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
171KNew |
$6.57M - $7.97M
|
171K
$9.17M
|
|
|
Jan 18, 2023
Q4 2022
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
168KNew |
$6.48M - $7.86M
|
168K
$9.04M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
163K+ 14.22% |
$6.28M - $7.63M
|
1.31M
$70.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
162K+ 27.12% |
$6.24M - $7.57M
|
760K
$40.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Financial Life Advisors
|
BUY
|
- |
159K+ 869.36% |
$6.13M - $7.44M
|
178K
$9.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
156K+ 30.4% |
$6M - $7.28M
|
668K
$35.9M
|
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
155K+ 124.73% |
$5.97M - $7.25M
|
280K
$15M
|
|
|
Feb 13, 2023
Q4 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
155KNew |
$5.96M - $7.23M
|
155K
$8.31M
|