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 13, 2023
Q4 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
997+ 7.68% |
$38.4K - $46.6K
|
14K
$751K
|
|
|
Jan 25, 2023
Q4 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
978+ 11.31% |
$37.7K - $45.7K
|
9.63K
$517K
|
|
|
Jan 25, 2023
Q4 2022
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
976+ 2.7% |
$37.6K - $45.6K
|
37.1K
$1.99M
|
|
|
Feb 13, 2023
Q4 2022
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
972+ 8.25% |
$37.4K - $45.4K
|
12.8K
$685K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
966+ 2.18% |
$37.2K - $45.1K
|
45.4K
$2.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
944+ 10.3% |
$36.3K - $44.1K
|
10.1K
$543K
|
|
|
May 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
935+ 1.06% |
$36K - $43.7K
|
89K
$4.78M
|
|
|
Jan 11, 2023
Q4 2022
|
Collective Family Office LLC
|
BUY
|
- |
912+ 1.56% |
$35.1K - $42.6K
|
59.5K
$3.2M
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
912+ 166.42% |
$35.1K - $42.6K
|
1.46K
$78.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
890New |
$34.3K - $41.6K
|
890
$47.8K
|
|
|
Feb 02, 2023
Q4 2022
|
Total Wealth Planning, LLC
|
BUY
|
- |
882+ 11.06% |
$34K - $41.2K
|
8.86K
$476K
|
|
|
Jan 27, 2023
Q4 2022
|
Successful Portfolios LLC
|
BUY
|
- |
879+ 4.33% |
$33.8K - $41.1K
|
21.2K
$1.14M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
871+ 63.07% |
$33.5K - $40.7K
|
2.25K
$121K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
858+ 14.97% |
$33K - $40.1K
|
6.59K
$354K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
800New |
$30.8K - $37.4K
|
800
$43K
|
|
|
Jan 19, 2023
Q4 2022
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
763+ 14.61% |
$29.4K - $35.7K
|
5.99K
$322K
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
761+ 206.79% |
$29.3K - $35.6K
|
1.13K
$60.6K
|
|
|
Feb 08, 2023
Q4 2022
|
Simmons Bank
|
BUY
|
- |
743+ 8.96% |
$28.6K - $34.7K
|
9.04K
$485K
|
|
|
Jan 25, 2023
Q4 2022
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
728+ 3.83% |
$28K - $34K
|
19.8K
$1.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
704New |
$27.1K - $32.9K
|
704
$37.8K
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
675+ 7.04% |
$26K - $31.5K
|
10.3K
$551K
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
665+ 0.33% |
$25.6K - $31.1K
|
204K
$11M
|
|
|
Jan 26, 2023
Q4 2022
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
618+ 10.25% |
$23.8K - $28.9K
|
6.65K
$357K
|
|
|
Feb 02, 2023
Q4 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
614+ 0.7% |
$23.6K - $28.7K
|
88.2K
$4.74M
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
583+ 6.41% |
$22.4K - $27.2K
|
9.68K
$520K
|
|
|
Feb 09, 2023
Q4 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
567+ 2.77% |
$21.8K - $26.5K
|
21K
$1.13M
|
|
|
Feb 09, 2023
Q4 2022
|
True Link Financial Advisors, LLC
|
BUY
|
- |
542+ 3.62% |
$20.9K - $25.3K
|
15.5K
$833K
|
|
|
Jan 31, 2023
Q4 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
538+ 0.83% |
$20.7K - $25.1K
|
65.3K
$3.51M
|
|
|
Jan 25, 2023
Q4 2022
|
First American Trust, Fsb
|
BUY
|
- |
535+ 0.59% |
$20.6K - $25K
|
91.5K
$4.91M
|
|
|
Feb 10, 2023
Q4 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
510+ 5.26% |
$19.6K - $23.8K
|
10.2K
$548K
|
|
|
Feb 06, 2023
Q4 2022
|
Neumann Capital Management, LLC
|
BUY
|
- |
500+ 1.66% |
$19.3K - $23.4K
|
30.6K
$1.64M
|
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
497+ 6.01% |
$19.1K - $23.2K
|
8.77K
$471K
|
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
494+ 0.34% |
$19K - $23.1K
|
147K
$7.87M
|
|
|
Feb 08, 2023
Q4 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
484+ 9.3% |
$18.6K - $22.6K
|
5.69K
$305K
|
|
|
Feb 06, 2023
Q4 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
476+ 9.17% |
$18.3K - $22.2K
|
5.67K
$304K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
474New |
$18.2K - $22.2K
|
474
$25.5K
|
|
|
Jan 11, 2023
Q4 2022
|
First Citizens Financial Corp
|
BUY
|
- |
474+ 4.28% |
$18.2K - $22.2K
|
11.5K
$620K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
473+ 3.86% |
$18.2K - $22.1K
|
12.7K
$683K
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
BUY
|
- |
471New |
$18.1K - $22K
|
471
$25.3K
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
446+ 1.81% |
$17.2K - $20.8K
|
25.1K
$1.35M
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
446+ 1.81% |
$17.2K - $20.8K
|
25.1K
$1.35M
|
|
|
Jan 20, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
425New |
$16.4K - $19.9K
|
425
$22.8K
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
424+ 4.77% |
$16.3K - $19.8K
|
9.31K
$500K
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
421+ 7.36% |
$16.2K - $19.7K
|
6.14K
$330K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
413New |
$15.9K - $19.3K
|
413
$22.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Wrapmanager Inc
|
BUY
|
- |
413+ 3.91% |
$15.9K - $19.3K
|
11K
$590K
|
|
|
Feb 14, 2023
Q4 2022
|
Plancorp, LLC
|
BUY
|
- |
398+ 0.14% |
$15.3K - $18.6K
|
288K
$15.5M
|
|
|
Jan 19, 2023
Q4 2022
|
Arlington Partners LLC
|
BUY
|
- |
374New |
$14.4K - $17.5K
|
374
$20.1K
|
|
|
Jan 20, 2023
Q4 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
369+ 3.03% |
$14.2K - $17.2K
|
12.6K
$675K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
365New |
$14.1K - $17.1K
|
365
$19.6K
|