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 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
69.8K+ 3.8% |
$3.19M - $3.72M
|
1.91M
$103M
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
68.6K+ 123.02% |
$3.13M - $3.66M
|
124K
$6.69M
|
|
|
May 11, 2022
Q1 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
66.9K+ 1103.76% |
$3.05M - $3.57M
|
72.9K
$3.92M
|
|
|
May 13, 2022
Q1 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
66KNew |
$3.01M - $3.52M
|
66K
$3.55M
|
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
64.9K+ 66.08% |
$2.96M - $3.46M
|
163K
$8.77M
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
64.3KNew |
$2.94M - $3.43M
|
64.3K
$3.46M
|
|
|
May 10, 2022
Q1 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
63KNew |
$2.88M - $3.36M
|
63K
$3.39M
|
|
|
May 09, 2022
Q1 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
61.2KNew |
$2.79M - $3.26M
|
61.2K
$3.29M
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
60.8K+ 17.72% |
$2.77M - $3.24M
|
404K
$21.7M
|
|
|
Apr 22, 2022
Q1 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
58.1K+ 54.28% |
$2.65M - $3.1M
|
165K
$8.87M
|
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
BUY
|
- |
57.4K+ 305.07% |
$2.62M - $3.06M
|
76.3K
$4.1M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
55.5K+ 9.06% |
$2.53M - $2.96M
|
668K
$35.9M
|
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
55.1K+ 13.92% |
$2.51M - $2.94M
|
451K
$24.2M
|
|
|
Apr 15, 2022
Q1 2022
|
Domani Wealth, LLC
|
BUY
|
- |
54.6KNew |
$2.49M - $2.91M
|
54.6K
$2.94M
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
53.3K+ 94.35% |
$2.43M - $2.84M
|
110K
$5.9M
|
|
|
May 05, 2022
Q1 2022
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
52.8K+ 8.35% |
$2.41M - $2.82M
|
685K
$36.8M
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
52.7K+ 8.8% |
$2.41M - $2.81M
|
652K
$35M
|
|
|
Apr 04, 2022
Q1 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
52.6K+ 8.27% |
$2.4M - $2.8M
|
688K
$37M
|
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
52K+ 411.94% |
$2.38M - $2.78M
|
64.7K
$3.48M
|
|
|
Apr 26, 2022
Q1 2022
|
Ieq Capital, LLC
|
BUY
|
- |
48KNew |
$2.19M - $2.56M
|
48K
$2.58M
|
|
|
May 16, 2022
Q1 2022
|
Covenant Partners, LLC
|
BUY
|
- |
47.8K+ 13.09% |
$2.18M - $2.55M
|
413K
$22.2M
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
47.6K+ 22.78% |
$2.17M - $2.54M
|
257K
$13.8M
|
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
47.4K+ 214.54% |
$2.16M - $2.53M
|
69.5K
$3.73M
|
|
|
Apr 14, 2022
Q1 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
45.7K+ 56.04% |
$2.09M - $2.44M
|
127K
$6.84M
|
|
|
May 13, 2022
Q1 2022
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
44.1K+ 393.09% |
$2.01M - $2.35M
|
55.3K
$2.97M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
43.6K+ 7.52% |
$1.99M - $2.32M
|
623K
$33.5M
|
|
|
Apr 28, 2022
Q1 2022
|
Friedenthal Financial
|
BUY
|
- |
43.4KNew |
$1.98M - $2.32M
|
43.4K
$2.33M
|
|
|
May 10, 2022
Q1 2022
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
42.3K+ 1.48% |
$1.93M - $2.26M
|
2.89M
$156M
|
|
|
May 02, 2022
Q1 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
42.2KNew |
$1.93M - $2.25M
|
42.2K
$2.27M
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
41.3K+ 2899.58% |
$1.89M - $2.2M
|
42.7K
$2.3M
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
40.1KNew |
$1.83M - $2.14M
|
40.1K
$2.15M
|
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
38.9K+ 15.29% |
$1.77M - $2.07M
|
293K
$15.8M
|
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
BUY
|
- |
38.4K+ 42.66% |
$1.75M - $2.05M
|
129K
$6.91M
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
36.2KNew |
$1.65M - $1.93M
|
36.2K
$1.95M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
34.6K+ 3.03% |
$1.58M - $1.84M
|
1.17M
$63.2M
|
|
|
May 04, 2022
Q1 2022
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
34.2K+ 5.51% |
$1.56M - $1.83M
|
656K
$35.2M
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
33.6K+ 238.95% |
$1.54M - $1.8M
|
47.7K
$2.57M
|
|
|
May 16, 2022
Q1 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
33.1KNew |
$1.51M - $1.77M
|
33.1K
$1.78M
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
32.4K+ 35.14% |
$1.48M - $1.73M
|
124K
$6.69M
|
|
|
May 05, 2022
Q1 2022
|
1 St Source Bank
|
BUY
|
- |
30.5K+ 9.67% |
$1.39M - $1.62M
|
346K
$18.6M
|
|
|
May 06, 2022
Q1 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
29.9K+ 13.32% |
$1.37M - $1.6M
|
255K
$13.7M
|
|
|
Apr 25, 2022
Q1 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
29.6K+ 546.14% |
$1.35M - $1.58M
|
35K
$1.88M
|
|
|
Sep 07, 2022
Q1 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
28.3KNew |
$1.29M - $1.51M
|
28.3K
$1.52M
|
|
|
May 16, 2022
Q1 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
27.7K+ 1.79% |
$1.27M - $1.48M
|
1.58M
$84.8M
|
|
|
May 17, 2022
Q1 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
25.1K+ 904.62% |
$1.14M - $1.34M
|
27.8K
$1.5M
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
24.8KNew |
$1.13M - $1.33M
|
24.8K
$1.34M
|
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
23.8K+ 3.3% |
$1.09M - $1.27M
|
744K
$40M
|
|
|
May 09, 2022
Q1 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
23.7K+ 23.65% |
$1.08M - $1.26M
|
124K
$6.66M
|
|
|
Apr 25, 2022
Q1 2022
|
Flc Capital Advisors
|
BUY
|
- |
23K+ 14.05% |
$1.05M - $1.23M
|
187K
$10.1M
|
|
|
May 12, 2022
Q1 2022
|
Connable Office Inc
|
BUY
|
- |
22.8K+ 3.43% |
$1.04M - $1.22M
|
687K
$36.9M
|