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 25, 2022
Q1 2022
|
Sharkey, Howes & Javer
|
SELL
|
- |
-13.1K- 3.18% |
$597K - $698K
|
399K
$21.1M
|
|
|
Jun 21, 2022
Q1 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-13.3KClosed |
$607K - $709K
|
0
$0
|
|
|
Jul 13, 2022
Q1 2022
|
Crown Wealth Group, LLC
|
SELL
|
- |
-13.4KClosed |
$612K - $715K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-13.8K- 20.9% |
$628K - $735K
|
52.1K
$2.76M
|
|
|
May 06, 2022
Q1 2022
|
3 Edge Asset Management, LP
|
SELL
|
- |
-14.4KClosed |
$657K - $768K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-14.8K- 53.98% |
$675K - $789K
|
12.6K
$667K
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-14.9K- 3.45% |
$682K - $797K
|
418K
$22.1M
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-15.3K- 27.73% |
$699K - $817K
|
39.9K
$2.11M
|
|
|
May 16, 2022
Q1 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-15.5K- 6.59% |
$706K - $825K
|
219K
$11.6M
|
|
|
May 05, 2022
Q1 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-15.5K- 10.73% |
$707K - $827K
|
129K
$6.83M
|
|
|
May 05, 2022
Q1 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-15.7K- 6.96% |
$714K - $835K
|
209K
$11.1M
|
|
|
Apr 27, 2022
Q1 2022
|
Stone House Investment Management, LLC
|
SELL
|
- |
-15.7K- 4.99% |
$716K - $837K
|
299K
$15.8M
|
|
|
May 04, 2022
Q1 2022
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-15.7K- 48.82% |
$718K - $839K
|
16.5K
$873K
|
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-15.9K- 15.16% |
$727K - $849K
|
89.1K
$4.72M
|
|
|
Apr 21, 2022
Q1 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-16KClosed |
$729K - $853K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-16K- 8.84% |
$732K - $856K
|
165K
$8.76M
|
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-16.5K- 1.17% |
$754K - $882K
|
1.4M
$74.1M
|
|
|
May 09, 2022
Q1 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-16.8K- 9.08% |
$766K - $896K
|
168K
$8.91M
|
|
|
May 11, 2022
Q1 2022
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-17.1K- 12.97% |
$780K - $912K
|
115K
$6.07M
|
|
|
May 03, 2022
Q1 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-17.2K- 14.69% |
$786K - $919K
|
100K
$5.3M
|
|
|
May 09, 2022
Q1 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-18.5K- 43.33% |
$842K - $985K
|
24.1K
$1.28M
|
|
|
May 16, 2022
Q1 2022
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-19.2K- 2.58% |
$874K - $1.02M
|
723K
$38.3M
|
|
|
May 04, 2022
Q1 2022
|
One Advisory Partners, LLC
|
SELL
|
- |
-19.5K- 7.58% |
$888K - $1.04M
|
237K
$12.6M
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-20.3K- 1.12% |
$926K - $1.08M
|
1.8M
$95.2M
|
|
|
May 16, 2022
Q1 2022
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-20.5K- 7.89% |
$936K - $1.09M
|
240K
$12.7M
|
|
|
May 05, 2022
Q1 2022
|
Spectrum Management Group, LLC
|
SELL
|
- |
-20.6K- 7.39% |
$938K - $1.1M
|
258K
$13.7M
|
|
|
Apr 29, 2022
Q1 2022
|
Tri Star Advisors Inc.
|
SELL
|
- |
-20.8K- 7.15% |
$949K - $1.11M
|
270K
$14.3M
|
|
|
May 10, 2022
Q1 2022
|
Keystone Financial Services
|
SELL
|
- |
-22.3K- 7.86% |
$1.02M - $1.19M
|
262K
$13.9M
|
|
|
May 10, 2022
Q1 2022
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-23.7K- 6.02% |
$1.08M - $1.26M
|
369K
$19.6M
|
|
|
Mar 11, 2024
Q1 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-24.2K- 7.11% |
$1.1M - $1.29M
|
316K
$16.7M
|
|
|
May 09, 2022
Q1 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-25.1K- 48.18% |
$1.15M - $1.34M
|
27K
$1.43M
|
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-29KClosed |
$1.32M - $1.55M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-30.5K- 3.7% |
$1.39M - $1.63M
|
795K
$42.1M
|
|
|
May 16, 2022
Q1 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-31K- 46.94% |
$1.42M - $1.66M
|
35.1K
$1.86M
|
|
|
May 10, 2022
Q1 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-33.2K- 8.47% |
$1.52M - $1.77M
|
359K
$19M
|
|
|
Sep 12, 2023
Q1 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-33.7K- 71.63% |
$1.54M - $1.8M
|
13.3K
$706K
|
|
|
May 16, 2022
Q1 2022
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-34.9K- 72.49% |
$1.59M - $1.86M
|
13.2K
$701K
|
|
|
Apr 18, 2022
Q1 2022
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-38.9K- 67.18% |
$1.77M - $2.07M
|
19K
$1.01M
|
|
|
Apr 22, 2022
Q1 2022
|
Gunma Bank,Ltd.
|
SELL
|
- |
-40KClosed |
$1.83M - $2.13M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-40.9KClosed |
$1.87M - $2.18M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Efficient Advisors, LLC
|
SELL
|
- |
-41.3K- 10.77% |
$1.88M - $2.2M
|
342K
$18.1M
|
|
|
Apr 27, 2022
Q1 2022
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-41.6K- 8.36% |
$1.9M - $2.22M
|
455K
$24.1M
|
|
|
May 09, 2022
Q1 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-42.2K- 7.3% |
$1.93M - $2.25M
|
536K
$28.4M
|
|
|
May 20, 2022
Q1 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-43.3K- 17.45% |
$1.98M - $2.31M
|
205K
$10.9M
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-44.9K- 5.72% |
$2.05M - $2.39M
|
739K
$39.1M
|
|
|
May 16, 2022
Q1 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-45K- 9.15% |
$2.05M - $2.4M
|
447K
$23.7M
|
|
|
Apr 20, 2022
Q1 2022
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-45.6K- 68.59% |
$2.08M - $2.43M
|
20.9K
$1.11M
|
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-54.6K- 53.28% |
$2.49M - $2.91M
|
47.9K
$2.54M
|
|
|
Nov 16, 2023
Q1 2022
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-55.9K- 88.68% |
$2.55M - $2.98M
|
7.13K
$378K
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
SELL
|
- |
-57K- 28.1% |
$2.6M - $3.04M
|
146K
$7.72M
|