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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2023
Q4 2022
|
Stone House Investment Management, LLC
|
BUY
|
- |
28K+ 12.73% |
$1.08M - $1.31M
|
247K
$13.3M
|
|
|
Jul 09, 2024
Q4 2022
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
27.9KNew |
$1.07M - $1.3M
|
27.9K
$1.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
27.2KNew |
$1.05M - $1.27M
|
27.2K
$1.46M
|
|
|
Feb 13, 2023
Q4 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
26.9K+ 18.0% |
$1.04M - $1.26M
|
176K
$9.47M
|
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
25.8KNew |
$992K - $1.2M
|
25.8K
$1.38M
|
|
|
Feb 15, 2023
Q4 2022
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
25.7K+ 21.45% |
$989K - $1.2M
|
145K
$7.81M
|
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
BUY
|
- |
25.6K+ 19.06% |
$985K - $1.2M
|
160K
$8.59M
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
25.4K+ 663.88% |
$979K - $1.19M
|
29.3K
$1.57M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
25.4K+ 13.72% |
$979K - $1.19M
|
211K
$11.3M
|
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
24.9K+ 69.07% |
$959K - $1.16M
|
61K
$3.27M
|
|
|
Jan 30, 2023
Q4 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
24.8K+ 11.65% |
$953K - $1.16M
|
237K
$12.7M
|
|
|
Jan 25, 2023
Q4 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
24.5K+ 13.7% |
$945K - $1.15M
|
204K
$10.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
24.1K+ 17.2% |
$926K - $1.12M
|
164K
$8.8M
|
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
BUY
|
- |
23.4K+ 63.66% |
$901K - $1.09M
|
60.1K
$3.23M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
23K+ 30.3% |
$885K - $1.07M
|
98.9K
$5.31M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
22.6K+ 110.27% |
$869K - $1.06M
|
43.1K
$2.31M
|
|
|
Jan 31, 2023
Q4 2022
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
22.3K+ 50.0% |
$857K - $1.04M
|
66.8K
$3.59M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
22KNew |
$849K - $1.03M
|
22K
$1.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
21.8K+ 24.09% |
$839K - $1.02M
|
112K
$6.03M
|
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
21.6KNew |
$831K - $1.01M
|
21.6K
$1.16M
|
|
|
Jan 24, 2023
Q4 2022
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
21.5K+ 31.18% |
$829K - $1.01M
|
90.6K
$4.87M
|
|
|
Jan 27, 2023
Q4 2022
|
Leisure Capital Management
|
BUY
|
- |
21.5KNew |
$827K - $1M
|
21.5K
$1.15M
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
20.7K+ 125.5% |
$797K - $968K
|
37.2K
$2M
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
20.3K+ 16.01% |
$782K - $949K
|
147K
$7.91M
|
|
|
Jan 20, 2023
Q4 2022
|
Montecito Bank & Trust
|
BUY
|
- |
19.2KNew |
$740K - $898K
|
19.2K
$1.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
18.8KNew |
$725K - $879K
|
18.8K
$1.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
18.7K+ 9.7% |
$720K - $874K
|
211K
$11.4M
|
|
|
Jan 20, 2023
Q4 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
18.7KNew |
$719K - $873K
|
18.7K
$1M
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
18.7K+ 117.7% |
$719K - $872K
|
34.5K
$1.85M
|
|
|
Feb 13, 2023
Q4 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
18KNew |
$693K - $841K
|
18K
$966K
|
|
|
Feb 07, 2023
Q4 2022
|
Weil Company, Inc.
|
BUY
|
- |
18K+ 71.9% |
$692K - $840K
|
43K
$2.31M
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
17.7K+ 43.53% |
$683K - $829K
|
58.5K
$3.14M
|
|
|
Feb 03, 2023
Q4 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
17.5K+ 82.06% |
$672K - $816K
|
38.8K
$2.08M
|
|
|
Feb 07, 2023
Q4 2022
|
Tnf LLC
|
BUY
|
- |
17.1K+ 7.85% |
$660K - $801K
|
235K
$12.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
16.9K+ 18.66% |
$650K - $789K
|
107K
$5.77M
|
|
|
Feb 13, 2023
Q4 2022
|
Virtus Family Office LLC
El Paso, TX |
BUY
|
- |
16.6KNew |
$639K - $775K
|
16.6K
$891K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
16.6K+ 15.12% |
$638K - $774K
|
126K
$6.77M
|
|
|
Jan 25, 2023
Q4 2022
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
16.1KNew |
$620K - $752K
|
16.1K
$865K
|
|
|
Feb 03, 2023
Q4 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
16.1K+ 15.96% |
$619K - $752K
|
117K
$6.28M
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
15.8K+ 22.4% |
$608K - $737K
|
86.2K
$4.63M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
15.3K+ 7.74% |
$591K - $717K
|
214K
$11.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
15.3K+ 12.29% |
$591K - $717K
|
140K
$7.53M
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
15.3K+ 29925.49% |
$588K - $713K
|
15.3K
$822K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
15.2K+ 33.19% |
$587K - $712K
|
61.2K
$3.29M
|
|
|
Jan 18, 2023
Q4 2022
|
Tri Star Advisors Inc.
|
BUY
|
- |
15K+ 6.44% |
$576K - $700K
|
247K
$13.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
14.5K+ 10.63% |
$557K - $676K
|
151K
$8.09M
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
14.2K+ 143.16% |
$548K - $666K
|
24.2K
$1.3M
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
14.2K+ 18.56% |
$548K - $665K
|
90.9K
$4.88M
|
|
|
Feb 06, 2023
Q4 2022
|
Navalign, LLC
|
BUY
|
- |
14K+ 202.32% |
$541K - $656K
|
21K
$1.13M
|
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
13.8K+ 200.99% |
$531K - $645K
|
20.7K
$1.11M
|