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 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
362+ 3.53% |
$13.9K - $16.9K
|
10.6K
$570K
|
|
|
Feb 10, 2023
Q4 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
341+ 0.54% |
$13.1K - $15.9K
|
63.8K
$3.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
330New |
$12.7K - $15.4K
|
330
$17.7K
|
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
329+ 2.15% |
$12.7K - $15.4K
|
15.7K
$841K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
328+ 0.2% |
$12.6K - $15.3K
|
167K
$8.96M
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
325New |
$12.5K - $15.2K
|
325
$17.5K
|
|
|
Aug 07, 2024
Q4 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
320+ 0.98% |
$12.3K - $15K
|
32.9K
$1.77M
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
319New |
$12.3K - $14.9K
|
319
$17.1K
|
|
|
Jan 23, 2023
Q4 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
309+ 5.2% |
$11.9K - $14.4K
|
6.25K
$336K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
268New |
$10.3K - $12.5K
|
268
$14.4K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
245New |
$9.43K - $11.4K
|
245
$13.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
214+ 66.46% |
$8.24K - $10K
|
536
$28.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
202New |
$7.78K - $9.44K
|
202
$10.8K
|
|
|
Sep 12, 2023
Q4 2022
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
194+ 3.22% |
$7.47K - $9.07K
|
6.22K
$334K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
189New |
$7.28K - $8.83K
|
189
$10.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
188+ 2.93% |
$7.24K - $8.79K
|
6.61K
$355K
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
187+ 10.48% |
$7.2K - $8.74K
|
1.97K
$106K
|
|
|
Jan 09, 2023
Q4 2022
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
178+ 0.16% |
$6.85K - $8.32K
|
108K
$5.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
167+ 4175.0% |
$6.43K - $7.8K
|
171
$9.18K
|
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
147+ 0.91% |
$5.66K - $6.87K
|
16.3K
$877K
|
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
135+ 2.36% |
$5.2K - $6.31K
|
5.86K
$315K
|
|
|
Jan 17, 2023
Q4 2022
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
134+ 38.51% |
$5.16K - $6.26K
|
482
$25.9K
|
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
131New |
$5.04K - $6.12K
|
131
$7.04K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
129+ 5.15% |
$4.97K - $6.03K
|
2.64K
$142K
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
114New |
$4.39K - $5.33K
|
114
$6.12K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
114New |
$4.39K - $5.33K
|
114
$6.12K
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
BUY
|
- |
113+ 0.65% |
$4.35K - $5.28K
|
17.4K
$936K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
101+ 17.35% |
$3.89K - $4.72K
|
683
$36.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
95New |
$3.66K - $4.44K
|
95
$5.1K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
86New |
$3.31K - $4.02K
|
86
$4.62K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
85New |
$3.27K - $3.97K
|
85
$4.57K
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
81+ 225.0% |
$3.12K - $3.79K
|
117
$6.28K
|
|
|
Feb 07, 2023
Q4 2022
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
77+ 1.17% |
$2.96K - $3.6K
|
6.68K
$359K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
72New |
$2.77K - $3.36K
|
72
$3.87K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
61New |
$2.35K - $2.85K
|
61
$3.28K
|
|
|
Feb 15, 2023
Q4 2022
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
59+ 63.44% |
$2.27K - $2.76K
|
152
$8.16K
|
|
|
Jan 12, 2023
Q4 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
55New |
$2.12K - $2.57K
|
55
$2.95K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
44+ 7.24% |
$1.69K - $2.06K
|
652
$35K
|
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
41+ 0.49% |
$1.58K - $1.92K
|
8.41K
$452K
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
39+ 0.69% |
$1.5K - $1.82K
|
5.69K
$306K
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
32+ 1.16% |
$1.23K - $1.5K
|
2.8K
$150K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
32+ 1.16% |
$1.23K - $1.5K
|
2.8K
$150K
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
27New |
$1.04K - $1.26K
|
27
$1.45K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
26+ 59.09% |
$1K - $1.21K
|
70
$3.76K
|
|
|
Jan 26, 2023
Q4 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
25+ 0.15% |
$963 - $1.17K
|
16.7K
$898K
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
19New |
$732 - $888
|
19
$1.02K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
18+ 2.79% |
$693 - $841
|
663
$35.6K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
17+ 0.0% |
$655 - $794
|
5.37M
$288M
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
17New |
$655 - $794
|
17
$913
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
17+ 0.27% |
$655 - $794
|
6.31K
$339K
|