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 |
---|---|---|---|---|---|---|---|
Apr 22, 2022
Q1 2022
|
Foster Group, Inc.
|
SELL
|
- |
-5.93K- 22.7% |
$271K - $316K
|
20.2K
$1.07M
|
|
May 17, 2022
Q1 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-5.96K- 9.52% |
$272K - $318K
|
56.6K
$2.99M
|
|
May 20, 2022
Q1 2022
|
Simplicity Wealth,Llc
|
SELL
|
- |
-6.2K- 54.95% |
$283K - $331K
|
5.08K
$268K
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-6.38K- 26.95% |
$291K - $340K
|
17.3K
$913K
|
|
May 13, 2022
Q1 2022
|
Washington Trust Bank
|
SELL
|
- |
-6.53K- 37.95% |
$298K - $348K
|
10.7K
$564K
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-6.54K- 14.31% |
$298K - $349K
|
39.2K
$2.07M
|
|
Jan 19, 2024
Q1 2022
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-6.57K- 42.18% |
$300K - $350K
|
9K
$475K
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.71K- 16.97% |
$306K - $358K
|
32.8K
$1.73M
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-6.72KClosed |
$307K - $358K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Tnf LLC
|
SELL
|
- |
-6.8K- 3.04% |
$310K - $363K
|
217K
$11.5M
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-7.15K- 8.98% |
$326K - $381K
|
72.5K
$3.83M
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-7.22K- 2.46% |
$330K - $385K
|
287K
$15.1M
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-7.23K- 6.83% |
$330K - $385K
|
98.6K
$5.2M
|
|
May 16, 2022
Q1 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-7.31KClosed |
$334K - $390K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-7.32K- 13.98% |
$334K - $390K
|
45K
$2.38M
|
|
May 11, 2022
Q1 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-7.38K- 3.81% |
$337K - $394K
|
186K
$9.83M
|
|
May 03, 2022
Q1 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-7.45KClosed |
$340K - $398K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Aspiriant, LLC
|
SELL
|
- |
-7.74K- 0.73% |
$353K - $413K
|
1.05M
$55.6M
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-7.86K- 5.82% |
$359K - $419K
|
127K
$6.72M
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-8.07K- 55.15% |
$368K - $430K
|
6.56K
$346K
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-8.08KClosed |
$369K - $431K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-8.29K- 49.96% |
$378K - $442K
|
8.3K
$438K
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-8.54K- 40.64% |
$390K - $456K
|
12.5K
$658K
|
|
Apr 13, 2022
Q1 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-8.75KClosed |
$399K - $467K
|
0
$0
|
|
Nov 14, 2022
Q1 2022
|
Brown Advisory Inc
|
SELL
|
- |
-8.77K- 18.99% |
$400K - $468K
|
37.4K
$1.97M
|
|
May 16, 2022
Q1 2022
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-8.85KClosed |
$404K - $472K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Ignite Planners, LLC
|
SELL
|
- |
-9.09KClosed |
$415K - $485K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-9.09K- 6.15% |
$415K - $485K
|
139K
$7.32M
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
SELL
|
- |
-9.39K- 6.5% |
$429K - $501K
|
135K
$7.13M
|
|
Apr 29, 2022
Q1 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-9.61K- 5.34% |
$439K - $513K
|
170K
$8.99M
|
|
May 10, 2022
Q1 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-9.74K- 7.79% |
$445K - $520K
|
115K
$6.09M
|
|
May 11, 2022
Q1 2022
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-9.82KClosed |
$448K - $524K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-9.85K- 9.64% |
$449K - $525K
|
92.3K
$4.87M
|
|
May 16, 2022
Q1 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-9.87KClosed |
$451K - $527K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-10K- 1.3% |
$457K - $534K
|
763K
$40.3M
|
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-10.2K- 3.71% |
$465K - $543K
|
265K
$14M
|
|
May 20, 2022
Q1 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-10.2K- 14.32% |
$468K - $547K
|
61.3K
$3.24M
|
|
May 11, 2022
Q1 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-10.3K- 30.9% |
$471K - $550K
|
23.1K
$1.22M
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-10.6K- 6.24% |
$482K - $564K
|
159K
$8.38M
|
|
Apr 22, 2022
Q1 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-10.7K- 16.51% |
$489K - $572K
|
54.2K
$2.86M
|
|
May 13, 2022
Q1 2022
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-10.9KClosed |
$499K - $583K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-11.4K- 30.77% |
$520K - $608K
|
25.6K
$1.35M
|
|
Apr 19, 2022
Q1 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-11.6K- 2.15% |
$530K - $620K
|
529K
$27.9M
|
|
May 05, 2022
Q1 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-11.7K- 9.51% |
$533K - $623K
|
111K
$5.86M
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-11.7K- 60.67% |
$536K - $626K
|
7.61K
$402K
|
|
Apr 06, 2022
Q1 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-11.8K- 42.06% |
$541K - $632K
|
16.3K
$861K
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-12K- 21.23% |
$547K - $640K
|
44.5K
$2.35M
|
|
Jul 22, 2022
Q1 2022
|
Rnc Capital Management LLC
|
SELL
|
- |
-12.8K- 64.32% |
$584K - $683K
|
7.1K
$375K
|
|
May 24, 2022
Q1 2022
|
Carlson Capital Management
|
SELL
|
- |
-13K- 6.23% |
$591K - $691K
|
195K
$10.3M
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-13K- 65.21% |
$595K - $696K
|
6.96K
$367K
|