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 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
10.1K+ 3.87% |
$460K - $537K
|
270K
$14.3M
|
|
|
May 09, 2022
Q1 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
10KNew |
$457K - $535K
|
10K
$531K
|
|
|
May 09, 2022
Q1 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
9.87KNew |
$450K - $526K
|
9.87K
$523K
|
|
|
May 04, 2022
Q1 2022
|
Hemington Wealth Management
|
BUY
|
- |
9.4KNew |
$429K - $501K
|
9.4K
$498K
|
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
9.2K+ 153.98% |
$420K - $491K
|
15.2K
$804K
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.15K+ 139.5% |
$418K - $488K
|
15.7K
$832K
|
|
|
May 03, 2022
Q1 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
9.11K+ 12.2% |
$416K - $486K
|
83.8K
$4.44M
|
|
|
Apr 07, 2022
Q1 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
8.61KNew |
$393K - $459K
|
8.61K
$456K
|
|
|
Apr 15, 2022
Q1 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
8.31KNew |
$379K - $443K
|
8.31K
$440K
|
|
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
8.17K+ 5.96% |
$373K - $436K
|
145K
$7.69M
|
|
|
May 18, 2022
Q1 2022
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
8.14KNew |
$372K - $434K
|
8.14K
$431K
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
8.1K+ 6.91% |
$370K - $432K
|
125K
$6.64M
|
|
|
May 15, 2024
Q1 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
8.04K+ 25.18% |
$367K - $429K
|
40K
$2.12M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.82K+ 97.83% |
$357K - $417K
|
15.8K
$837K
|
|
|
May 16, 2022
Q1 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
7.74KNew |
$353K - $413K
|
7.74K
$410K
|
|
|
Aug 11, 2023
Q1 2022
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
7.62K+ 16.33% |
$348K - $406K
|
54.3K
$2.87M
|
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7.61KNew |
$347K - $406K
|
7.61K
$403K
|
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.25K+ 6.07% |
$331K - $387K
|
127K
$6.7M
|
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
7.18K+ 2.69% |
$328K - $383K
|
274K
$14.5M
|
|
|
May 06, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
7.18K+ 2.69% |
$328K - $383K
|
274K
$14.5M
|
|
|
Apr 11, 2022
Q1 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
7.16KNew |
$327K - $382K
|
7.16K
$379K
|
|
|
May 16, 2022
Q1 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
7.13K+ 34.46% |
$325K - $380K
|
27.8K
$1.47M
|
|
|
Apr 28, 2022
Q1 2022
|
Townsquare Capital LLC
|
BUY
|
- |
7.04K+ 19.89% |
$321K - $376K
|
42.4K
$2.25M
|
|
|
Apr 25, 2022
Q1 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
7.04K+ 16.97% |
$321K - $376K
|
48.5K
$2.57M
|
|
|
May 05, 2022
Q1 2022
|
West Wealth Group, LLC
|
BUY
|
- |
6.98K+ 1.73% |
$319K - $373K
|
411K
$21.7M
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
6.97K+ 12.41% |
$318K - $372K
|
63.1K
$3.34M
|
|
|
Apr 29, 2022
Q1 2022
|
Navalign, LLC
|
BUY
|
- |
6.76KNew |
$308K - $360K
|
6.76K
$358K
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.73K+ 16.2% |
$307K - $359K
|
48.3K
$2.56M
|
|
|
May 13, 2022
Q1 2022
|
Plancorp, LLC
|
BUY
|
- |
6.56K+ 2.43% |
$299K - $350K
|
277K
$14.7M
|
|
|
Apr 14, 2022
Q1 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
6.5K+ 2426.87% |
$297K - $347K
|
6.77K
$359K
|
|
|
Apr 27, 2022
Q1 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
6.5K+ 17.98% |
$297K - $347K
|
42.6K
$2.26M
|
|
|
May 16, 2022
Q1 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
6.41K+ 29.66% |
$293K - $342K
|
28K
$1.48M
|
|
|
Apr 28, 2022
Q1 2022
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
6.28K+ 21.91% |
$287K - $335K
|
34.9K
$1.85M
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
6.18K+ 21.95% |
$282K - $330K
|
34.3K
$1.82M
|
|
|
Apr 21, 2022
Q1 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
6.14K+ 3.05% |
$280K - $327K
|
207K
$11M
|
|
|
May 16, 2022
Q1 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
6.12K+ 10.74% |
$279K - $327K
|
63.1K
$3.34M
|
|
|
May 17, 2022
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
6.08K+ 108.24% |
$278K - $325K
|
11.7K
$620K
|
|
|
Dec 13, 2023
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
6.08K+ 108.24% |
$278K - $325K
|
11.7K
$620K
|
|
|
May 13, 2022
Q1 2022
|
Total Wealth Planning, LLC
|
BUY
|
- |
5.98KNew |
$273K - $319K
|
5.98K
$317K
|
|
|
May 02, 2022
Q1 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
5.97K+ 60.22% |
$272K - $318K
|
15.9K
$841K
|
|
|
Apr 19, 2024
Q1 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5.87KNew |
$268K - $313K
|
5.87K
$311K
|
|
|
May 16, 2022
Q1 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
5.77K+ 3.38% |
$263K - $308K
|
177K
$9.35M
|
|
|
May 13, 2022
Q1 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
5.63KNew |
$257K - $300K
|
5.63K
$298K
|
|
|
May 13, 2022
Q1 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
5.51K+ 2.64% |
$251K - $294K
|
214K
$11.3M
|
|
|
Apr 27, 2022
Q1 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
5.41K+ 46.71% |
$247K - $289K
|
17K
$900K
|
|
|
May 16, 2022
Q1 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
5.39KNew |
$246K - $287K
|
5.39K
$285K
|
|
|
Apr 27, 2022
Q1 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
5.39K+ 8.38% |
$246K - $287K
|
69.6K
$3.69M
|
|
|
May 02, 2022
Q1 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
5.36KNew |
$244K - $286K
|
5.36K
$284K
|
|
|
Apr 12, 2022
Q1 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
4.99K+ 51.02% |
$228K - $266K
|
14.8K
$783K
|
|
|
May 09, 2022
Q1 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
4.93KNew |
$225K - $263K
|
4.93K
$261K
|