Purchases and Sales Made in Q1 2022 in Msci Eafe Value ETF (EFV)
This table provides information about the institutional ownership of Msci Eafe Value ETF (EFV) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2022
Q1 2022
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-1.8K- 4.04% |
$82.3K - $96.2K
|
42.8K
$2.3M
|
|
|
Apr 28, 2022
Q1 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.86K- 9.52% |
$84.8K - $99.1K
|
17.7K
$949K
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
SELL
|
- |
-1.93K- 20.25% |
$88.1K - $103K
|
7.6K
$409K
|
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-1.97K- 25.09% |
$90.1K - $105K
|
5.9K
$317K
|
|
|
May 12, 2022
Q1 2022
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-1.97K- 17.27% |
$90.1K - $105K
|
9.46K
$508K
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2K- 25.94% |
$91.3K - $107K
|
5.71K
$307K
|
|
|
Apr 20, 2022
Q1 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-2.02K- 12.62% |
$92K - $108K
|
13.9K
$750K
|
|
|
May 16, 2022
Q1 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-2.09K- 11.87% |
$95.3K - $111K
|
15.5K
$833K
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.15K- 48.29% |
$98.1K - $115K
|
2.3K
$124K
|
|
|
Aug 05, 2022
Q1 2022
|
Tevis Investment Management
|
SELL
|
- |
-2.23KClosed |
$102K - $119K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Cooper Financial Group
|
SELL
|
- |
-2.29K- 5.59% |
$104K - $122K
|
38.6K
$2.08M
|
|
|
Apr 21, 2022
Q1 2022
|
Gfs Advisors, LLC
|
SELL
|
- |
-2.3K- 13.64% |
$105K - $123K
|
14.6K
$783K
|
|
|
May 04, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-2.38K- 18.55% |
$108K - $127K
|
10.4K
$561K
|
|
|
May 12, 2022
Q1 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-2.39K- 3.89% |
$109K - $127K
|
59K
$3.17M
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-2.41K- 4.94% |
$110K - $129K
|
46.4K
$2.49M
|
|
|
Apr 06, 2022
Q1 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-2.47K- 7.55% |
$113K - $132K
|
30.2K
$1.62M
|
|
|
May 10, 2022
Q1 2022
|
Amg National Trust Bank
|
SELL
|
- |
-2.47K- 5.48% |
$113K - $132K
|
42.6K
$2.29M
|
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.5K- 2.84% |
$114K - $133K
|
85.5K
$4.6M
|
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-2.6K- 9.46% |
$119K - $139K
|
24.9K
$1.34M
|
|
|
May 02, 2022
Q1 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-2.68K- 12.56% |
$122K - $143K
|
18.7K
$1M
|
|
|
May 09, 2022
Q1 2022
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-2.93K- 1.17% |
$134K - $156K
|
246K
$13.2M
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.93K- 2.18% |
$134K - $156K
|
132K
$7.08M
|
|
|
Apr 19, 2022
Q1 2022
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-2.95K- 14.3% |
$135K - $157K
|
17.7K
$950K
|
|
|
May 10, 2022
Q1 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-3.11K- 5.47% |
$142K - $166K
|
53.8K
$2.89M
|
|
|
May 09, 2022
Q1 2022
|
Dentgroup LLC
|
SELL
|
- |
-3.16K- 30.74% |
$144K - $168K
|
7.12K
$383K
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3.3K- 7.47% |
$151K - $176K
|
40.9K
$2.2M
|
|
|
Apr 29, 2022
Q1 2022
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-3.34K- 22.01% |
$152K - $178K
|
11.8K
$635K
|
|
|
May 12, 2022
Q1 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-3.35K- 9.36% |
$153K - $179K
|
32.5K
$1.75M
|
|
|
May 12, 2022
Q1 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-3.42K- 6.73% |
$156K - $183K
|
47.5K
$2.55M
|
|
|
Mar 14, 2023
Q1 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-3.42K- 6.73% |
$156K - $183K
|
47.5K
$2.55M
|
|
|
Apr 19, 2022
Q1 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-3.48K- 5.49% |
$159K - $186K
|
60K
$3.22M
|
|
|
Apr 14, 2022
Q1 2022
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-3.52K- 9.96% |
$160K - $188K
|
31.8K
$1.71M
|
|
|
Jul 19, 2022
Q1 2022
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-3.55K- 18.68% |
$162K - $189K
|
15.4K
$830K
|
|
|
May 13, 2022
Q1 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-3.84K- 35.2% |
$175K - $205K
|
7.06K
$380K
|
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-4.23K- 8.41% |
$193K - $226K
|
46.1K
$2.48M
|
|
|
May 13, 2022
Q1 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-4.31K- 0.97% |
$197K - $230K
|
442K
$23.8M
|
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-4.33KClosed |
$198K - $231K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-4.4K- 19.43% |
$201K - $235K
|
18.2K
$981K
|
|
|
May 02, 2022
Q1 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-4.4KClosed |
$201K - $235K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.55KClosed |
$208K - $243K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-4.56KClosed |
$208K - $243K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-4.99KClosed |
$228K - $266K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Unison Advisors LLC
|
SELL
|
- |
-5.38K- 15.86% |
$246K - $287K
|
28.5K
$1.53M
|
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
SELL
|
- |
-5.44K- 0.51% |
$248K - $290K
|
1.06M
$56.8M
|
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-5.48K- 94.28% |
$250K - $292K
|
332
$17.8K
|
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-5.54K- 7.47% |
$253K - $296K
|
68.7K
$3.69M
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-5.6K- 2.73% |
$255K - $299K
|
199K
$10.7M
|
|
|
Apr 28, 2022
Q1 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-5.65K- 2.27% |
$258K - $302K
|
244K
$13.1M
|
|
|
Apr 19, 2022
Q1 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-5.68K- 3.99% |
$259K - $303K
|
137K
$7.36M
|
|
|
Apr 04, 2022
Q1 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-5.78KClosed |
$264K - $308K
|
0
$0
|