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 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
69+ 1.01% |
$3.15K - $3.68K
|
6.93K
$367K
|
|
|
May 12, 2022
Q1 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
65+ 2.09% |
$2.97K - $3.47K
|
3.18K
$168K
|
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
59+ 5.9% |
$2.69K - $3.15K
|
1.06K
$56.1K
|
|
|
Apr 18, 2022
Q1 2022
|
Madden Advisory Services, Inc.
|
BUY
|
- |
52+ 0.65% |
$2.37K - $2.77K
|
8.06K
$427K
|
|
|
Apr 21, 2022
Q1 2022
|
Hoese & CO LLP
|
BUY
|
- |
48New |
$2.19K - $2.56K
|
48
$2.54K
|
|
|
May 16, 2022
Q1 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
48+ 2.35% |
$2.19K - $2.56K
|
2.09K
$111K
|
|
|
May 16, 2022
Q1 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
44+ 1.27% |
$2.01K - $2.35K
|
3.52K
$186K
|
|
|
Apr 21, 2022
Q1 2022
|
Ballast Advisors LLC
|
BUY
|
- |
43+ 2.56% |
$1.96K - $2.29K
|
1.73K
$91.4K
|
|
|
May 11, 2022
Q1 2022
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
39New |
$1.78K - $2.08K
|
39
$2.07K
|
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
32+ 0.54% |
$1.46K - $1.71K
|
5.98K
$317K
|
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
BUY
|
- |
31+ 0.53% |
$1.41K - $1.65K
|
5.89K
$312K
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
31+ 2.92% |
$1.41K - $1.65K
|
1.09K
$57.9K
|
|
|
Apr 27, 2022
Q1 2022
|
Crewe Advisors LLC
|
BUY
|
- |
30New |
$1.37K - $1.6K
|
30
$1.59K
|
|
|
May 13, 2022
Q1 2022
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
25+ 0.21% |
$1.14K - $1.33K
|
12.1K
$639K
|
|
|
May 16, 2022
Q1 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
20New |
$913 - $1.07K
|
20
$1.06K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
19+ 0.05% |
$867 - $1.01K
|
35.4K
$1.87M
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
18New |
$822 - $960
|
18
$953
|
|
|
May 03, 2022
Q1 2022
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
16+ 0.36% |
$730 - $854
|
4.46K
$236K
|
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
BUY
|
- |
16+ 5.05% |
$730 - $854
|
333
$17.6K
|
|
|
Apr 15, 2022
Q1 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
14+ 0.2% |
$639 - $747
|
7.02K
$372K
|
|
|
Apr 18, 2022
Q1 2022
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
13+ 0.2% |
$593 - $694
|
6.41K
$339K
|
|
|
May 04, 2022
Q1 2022
|
Ma Private Wealth
|
BUY
|
- |
12+ 0.09% |
$548 - $640
|
12.9K
$683K
|
|
|
May 13, 2022
Q1 2022
|
Sbk Financial, Inc.
Richmond, VA |
BUY
|
- |
12+ 0.21% |
$548 - $640
|
5.8K
$307K
|
|
|
Apr 14, 2022
Q1 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
8+ 0.16% |
$365 - $427
|
4.87K
$258K
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
7+ 0.04% |
$319 - $373
|
16K
$849K
|
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.08% |
$183 - $213
|
5.32K
$282K
|
|
|
May 03, 2022
Q1 2022
|
Oak Family Advisors, LLC
|
BUY
|
- |
2+ 0.03% |
$91.3 - $107
|
6.63K
$351K
|
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
BUY
|
- |
2+ 0.04% |
$91.3 - $107
|
5.02K
$266K
|
|
|
May 09, 2022
Q1 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1+ 0.15% |
$45.6 - $53.4
|
676
$35.8K
|
|
|
Apr 29, 2022
Q1 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1- 1.89% |
$45.6 - $53.4
|
52
$2.75K
|
|
|
May 16, 2022
Q1 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-6Closed |
$274 - $320
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Inc
|
SELL
|
- |
-7- 0.02% |
$319 - $373
|
41.6K
$2.21M
|
|
|
Apr 11, 2022
Q1 2022
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-8- 0.03% |
$365 - $427
|
23.9K
$1.27M
|
|
|
May 16, 2022
Q1 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-18- 0.79% |
$822 - $960
|
2.25K
$119K
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-20- 0.48% |
$913 - $1.07K
|
4.18K
$221K
|
|
|
May 09, 2022
Q1 2022
|
Proffitt & Goodson Inc
|
SELL
|
- |
-21Closed |
$958 - $1.12K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-24Closed |
$1.1K - $1.28K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-29- 0.54% |
$1.32K - $1.55K
|
5.36K
$284K
|
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-42- 0.77% |
$1.92K - $2.24K
|
5.38K
$285K
|
|
|
Apr 27, 2022
Q1 2022
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-44- 23.28% |
$2.01K - $2.35K
|
145
$7.68K
|
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-62- 0.82% |
$2.83K - $3.31K
|
7.51K
$398K
|
|
|
May 16, 2022
Q1 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-65Closed |
$2.97K - $3.47K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
First American Trust, Fsb
|
SELL
|
- |
-66- 0.07% |
$3.01K - $3.52K
|
88.6K
$4.69M
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-66- 2.61% |
$3.01K - $3.52K
|
2.46K
$130K
|
|
|
May 03, 2022
Q1 2022
|
Steward Financial Group LLC
|
SELL
|
- |
-68Closed |
$3.1K - $3.63K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-68- 0.23% |
$3.1K - $3.63K
|
29.1K
$1.54M
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-70Closed |
$3.19K - $3.73K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-76- 4.98% |
$3.47K - $4.05K
|
1.45K
$76.8K
|
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-78- 0.73% |
$3.56K - $4.16K
|
10.6K
$560K
|
|
|
May 06, 2022
Q1 2022
|
South State Corp
|
SELL
|
- |
-80- 0.64% |
$3.65K - $4.27K
|
12.4K
$657K
|