Purchases and Sales Made in Q2 2022 in Msci Eafe Value ETF (EFV)
This table provides information about the institutional ownership of Msci Eafe Value ETF (EFV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
SELL
|
- |
-255- 21.41% |
$11K - $12.9K
|
936
$51.9K
|
|
|
Jul 06, 2022
Q2 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-274Closed |
$11.9K - $13.9K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-311Closed |
$13.5K - $15.8K
|
0
$0
|
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-312- 0.04% |
$13.5K - $15.8K
|
765K
$42.4M
|
|
|
Jul 29, 2022
Q2 2022
|
Bcs Wealth Management
|
SELL
|
- |
-315- 5.65% |
$13.6K - $16K
|
5.26K
$292K
|
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-379- 5.05% |
$16.4K - $19.2K
|
7.13K
$395K
|
|
|
Aug 15, 2022
Q2 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-387- 3.07% |
$16.8K - $19.7K
|
12.2K
$677K
|
|
|
Jul 14, 2022
Q2 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-390- 2.8% |
$16.9K - $19.8K
|
13.6K
$751K
|
|
|
Aug 08, 2022
Q2 2022
|
Keybank National Association
|
SELL
|
- |
-404- 2.27% |
$17.5K - $20.5K
|
17.4K
$962K
|
|
|
Jul 28, 2022
Q2 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-405- 6.85% |
$17.5K - $20.6K
|
5.51K
$305K
|
|
|
Aug 01, 2022
Q2 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-422- 6.63% |
$18.3K - $21.4K
|
5.94K
$329K
|
|
|
Aug 16, 2022
Q2 2022
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-454- 3.84% |
$19.7K - $23.1K
|
11.4K
$630K
|
|
|
Jul 27, 2022
Q2 2022
|
Navalign, LLC
|
SELL
|
- |
-476- 7.05% |
$20.6K - $24.2K
|
6.28K
$348K
|
|
|
Aug 11, 2022
Q2 2022
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-480- 0.28% |
$20.8K - $24.4K
|
174K
$9.64M
|
|
|
Jul 19, 2022
Q2 2022
|
Essex Savings Bank
|
SELL
|
- |
-489- 5.65% |
$21.2K - $24.8K
|
8.17K
$453K
|
|
|
Aug 15, 2022
Q2 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-506- 8.02% |
$21.9K - $25.7K
|
5.8K
$321K
|
|
|
Jul 29, 2022
Q2 2022
|
Albion Financial Group
|
SELL
|
- |
-510Closed |
$22.1K - $25.9K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-542- 2.35% |
$23.5K - $27.5K
|
22.5K
$1.25M
|
|
|
Jul 25, 2022
Q2 2022
|
Private Ocean, LLC
|
SELL
|
- |
-550- 10.96% |
$23.8K - $27.9K
|
4.47K
$248K
|
|
|
Jul 27, 2022
Q2 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-590- 1.23% |
$25.6K - $30K
|
47.4K
$2.63M
|
|
|
Jul 25, 2022
Q2 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-595- 4.14% |
$25.8K - $30.2K
|
13.8K
$762K
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-604- 1.51% |
$26.2K - $30.7K
|
39.3K
$2.18M
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-607- 86.71% |
$26.3K - $30.8K
|
93
$5.15K
|
|
|
Jul 14, 2022
Q2 2022
|
Zhang Financial LLC
|
SELL
|
- |
-619- 0.7% |
$26.8K - $31.4K
|
88.4K
$4.9M
|
|
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-633- 89.66% |
$27.4K - $32.1K
|
73
$4.04K
|
|
|
Aug 03, 2022
Q2 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-637- 9.38% |
$27.6K - $32.3K
|
6.16K
$341K
|
|
|
Jul 08, 2022
Q2 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-653- 4.36% |
$28.3K - $33.2K
|
14.3K
$793K
|
|
|
Jul 11, 2022
Q2 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-668- 12.0% |
$28.9K - $33.9K
|
4.9K
$271K
|
|
|
Aug 30, 2022
Q2 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-699- 2.31% |
$30.3K - $35.5K
|
29.5K
$1.64M
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-712- 12.08% |
$30.9K - $36.2K
|
5.18K
$287K
|
|
|
Aug 05, 2022
Q2 2022
|
Wrapmanager Inc
|
SELL
|
- |
-716- 6.26% |
$31K - $36.4K
|
10.7K
$594K
|
|
|
Aug 11, 2022
Q2 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-727Closed |
$31.5K - $36.9K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Rda Financial Network
|
SELL
|
- |
-748- 11.74% |
$32.4K - $38K
|
5.62K
$312K
|
|
|
Aug 05, 2022
Q2 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-755- 0.89% |
$32.7K - $38.3K
|
84.5K
$4.68M
|
|
|
Aug 05, 2022
Q2 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-774- 1.49% |
$33.5K - $39.3K
|
51K
$2.83M
|
|
|
Aug 10, 2022
Q2 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-805- 1.92% |
$34.9K - $40.9K
|
41.2K
$2.28M
|
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-833Closed |
$36.1K - $42.3K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Macroview Investment Management LLC
|
SELL
|
- |
-838- 94.05% |
$36.3K - $42.6K
|
53
$2.94K
|
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
SELL
|
- |
-873- 7.31% |
$37.8K - $44.3K
|
11.1K
$613K
|
|
|
Aug 15, 2022
Q2 2022
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-878- 1.84% |
$38K - $44.6K
|
46.8K
$2.59M
|
|
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-879- 1.84% |
$38.1K - $44.6K
|
46.8K
$2.59M
|
|
|
Aug 08, 2022
Q2 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-910- 83.26% |
$39.4K - $46.2K
|
183
$10.1K
|
|
|
Jul 18, 2022
Q2 2022
|
Elm Partners Management LLC
|
SELL
|
- |
-953Closed |
$41.3K - $48.4K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-961- 13.61% |
$41.6K - $48.8K
|
6.1K
$338K
|
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-978- 8.47% |
$42.4K - $49.7K
|
10.6K
$585K
|
|
|
Aug 11, 2022
Q2 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-992- 2.76% |
$43K - $50.4K
|
34.9K
$1.94M
|
|
|
Aug 04, 2022
Q2 2022
|
Cutler Group LP
|
SELL
|
- |
-999- 90.9% |
$43.3K - $50.7K
|
100
$5.54K
|
|
|
Jul 21, 2022
Q2 2022
|
Sol Capital Management CO
|
SELL
|
- |
-1K- 1.47% |
$43.3K - $50.8K
|
66.9K
$3.71M
|
|
|
Jul 13, 2022
Q2 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-1K- 0.78% |
$43.5K - $50.9K
|
128K
$7.09M
|
|
|
Oct 03, 2022
Q2 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.01K- 9.37% |
$43.8K - $51.3K
|
9.77K
$542K
|