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 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.62K+ 28.1% |
$101K - $123K
|
12K
$642K
|
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
2.54KNew |
$97.8K - $119K
|
2.54K
$136K
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.47K+ 19.47% |
$94.9K - $115K
|
15.1K
$813K
|
|
|
Jan 23, 2023
Q4 2022
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
2.43K+ 1.07% |
$93.5K - $114K
|
230K
$12.4M
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
2.42KNew |
$93.2K - $113K
|
2.42K
$130K
|
|
|
Jan 25, 2023
Q4 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
2.36K+ 20.41% |
$90.7K - $110K
|
13.9K
$746K
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.35K+ 31.77% |
$90.6K - $110K
|
9.76K
$524K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.31K+ 6.64% |
$88.9K - $108K
|
37.1K
$1.99M
|
|
|
Feb 14, 2023
Q4 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.3K+ 9.58% |
$88.6K - $108K
|
26.3K
$1.41M
|
|
|
Feb 08, 2023
Q4 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
2.29K+ 1.24% |
$88.1K - $107K
|
186K
$10M
|
|
|
Feb 02, 2023
Q4 2022
|
Provence Wealth Management Group
|
BUY
|
- |
2.22K+ 2.52% |
$85.3K - $104K
|
90.1K
$4.84M
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.21K+ 39.62% |
$85.2K - $103K
|
7.8K
$419K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
2.2K+ 25.13% |
$84.9K - $103K
|
11K
$590K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
2.18KNew |
$83.9K - $102K
|
2.18K
$117K
|
|
|
Jan 18, 2023
Q4 2022
|
Essex Savings Bank
|
BUY
|
- |
2.13K+ 24.69% |
$81.9K - $99.3K
|
10.7K
$577K
|
|
|
Aug 27, 2024
Q4 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
2.09K+ 14.47% |
$80.4K - $97.6K
|
16.5K
$888K
|
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
BUY
|
- |
2.09K+ 5.22% |
$80.3K - $97.5K
|
42.1K
$2.26M
|
|
|
Feb 08, 2023
Q4 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
2.05K+ 13.54% |
$78.7K - $95.6K
|
17.1K
$921K
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.92K+ 6.03% |
$74K - $89.8K
|
33.8K
$1.82M
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.92K+ 2.1% |
$73.7K - $89.5K
|
93.3K
$5.01M
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
1.91KNew |
$73.4K - $89.1K
|
1.91K
$102K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1.89KNew |
$72.6K - $88.1K
|
1.89K
$101K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.84KNew |
$70.8K - $85.9K
|
1.84K
$98.7K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.82KNew |
$70.1K - $85K
|
1.82K
$97.8K
|
|
|
Feb 13, 2023
Q4 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
1.79K+ 16.77% |
$68.9K - $83.6K
|
12.5K
$670K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.78K+ 80.57% |
$68.3K - $82.9K
|
3.98K
$214K
|
|
|
Feb 15, 2023
Q4 2022
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
1.75KNew |
$67.4K - $81.8K
|
1.75K
$94K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.74KNew |
$66.8K - $81.1K
|
1.74K
$93.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
1.66K+ 10.63% |
$63.7K - $77.3K
|
17.2K
$925K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.55K+ 4.26% |
$59.6K - $72.4K
|
37.9K
$2.04M
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
1.51KNew |
$58.1K - $70.5K
|
1.51K
$81K
|
|
|
Jan 19, 2023
Q4 2022
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
1.5K+ 2.26% |
$57.6K - $69.9K
|
67.6K
$3.63M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
1.47KNew |
$56.4K - $68.5K
|
1.47K
$78.7K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
1.45K+ 2.07% |
$55.9K - $67.8K
|
71.6K
$3.85M
|
|
|
Jan 20, 2023
Q4 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
1.44K+ 15.26% |
$55.4K - $67.3K
|
10.9K
$584K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.42K+ 3.62% |
$54.7K - $66.5K
|
40.8K
$2.19M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
1.41K+ 0.96% |
$54.1K - $65.7K
|
147K
$7.91M
|
|
|
Feb 09, 2023
Q4 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.37K+ 14.98% |
$52.7K - $63.9K
|
10.5K
$564K
|
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.36K+ 0.94% |
$52.4K - $63.6K
|
146K
$7.85M
|
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1.28K+ 0.6% |
$49.4K - $60K
|
214K
$11.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.28K+ 2.91% |
$49.1K - $59.6K
|
45.1K
$2.42M
|
|
|
Jan 30, 2023
Q4 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
1.24K+ 3.16% |
$47.7K - $57.9K
|
40.4K
$2.17M
|
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
BUY
|
- |
1.24K+ 5.59% |
$47.6K - $57.8K
|
23.4K
$1.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.2KNew |
$46.3K - $56.2K
|
1.2K
$64.6K
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
1.17KNew |
$44.9K - $54.5K
|
1.17K
$62.6K
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.11K+ 19.78% |
$42.9K - $52.1K
|
6.75K
$362K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1.06K+ 26.7% |
$40.8K - $49.5K
|
5.03K
$270K
|
|
|
Jan 17, 2023
Q4 2022
|
Veracity Capital LLC
|
BUY
|
- |
1.05K+ 9.33% |
$40.5K - $49.1K
|
12.3K
$661K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
1.04K+ 18.06% |
$40.1K - $48.6K
|
6.81K
$365K
|
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.01KNew |
$38.8K - $47.1K
|
1.01K
$54.1K
|