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 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.02K- 5.58% |
$44.3K - $51.9K
|
17.3K
$958K
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.06KClosed |
$45.9K - $53.8K
|
0
$0
|
|
Dec 01, 2022
Q2 2022
|
Family Firm, Inc.
|
SELL
|
- |
-1.11K- 10.49% |
$48.1K - $56.4K
|
9.48K
$525K
|
|
Oct 03, 2022
Q2 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-1.14K- 24.35% |
$49.3K - $57.8K
|
3.54K
$196K
|
|
Jul 08, 2022
Q2 2022
|
First Citizens Financial Corp
|
SELL
|
- |
-1.14K- 11.26% |
$49.4K - $57.9K
|
8.98K
$498K
|
|
Aug 12, 2022
Q2 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.15K- 7.23% |
$49.6K - $58.1K
|
14.7K
$814K
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-1.18K- 96.73% |
$51.3K - $60.1K
|
40
$2.22K
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.21K- 6.99% |
$52.4K - $61.4K
|
16.1K
$892K
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.32K- 1.9% |
$57.3K - $67.2K
|
68.1K
$3.78M
|
|
Jul 20, 2022
Q2 2022
|
Neumann Capital Management, LLC
|
SELL
|
- |
-1.36K- 4.33% |
$58.9K - $69.1K
|
30.1K
$1.67M
|
|
Aug 11, 2022
Q2 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-1.37KClosed |
$59.4K - $69.7K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Savior LLC
|
SELL
|
- |
-1.38KClosed |
$59.7K - $69.9K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.4K- 1.12% |
$60.7K - $71.1K
|
124K
$6.87M
|
|
Jul 25, 2022
Q2 2022
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-1.43KClosed |
$62.1K - $72.8K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1.46KClosed |
$63.4K - $74.3K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-1.49K- 14.04% |
$64.4K - $75.5K
|
9.1K
$504K
|
|
Jul 20, 2023
Q2 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-1.58K- 21.08% |
$68.2K - $80K
|
5.9K
$327K
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
SELL
|
- |
-1.75K- 23.06% |
$76K - $89K
|
5.85K
$324K
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.77K- 0.53% |
$76.6K - $89.7K
|
332K
$18.4M
|
|
Aug 09, 2022
Q2 2022
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-1.83K- 23.78% |
$79.3K - $92.9K
|
5.87K
$325K
|
|
Jul 22, 2022
Q2 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.84K- 1.08% |
$79.9K - $93.6K
|
168K
$9.34M
|
|
Aug 05, 2022
Q2 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.98K- 3.66% |
$86K - $101K
|
52.3K
$2.9M
|
|
Jul 27, 2022
Q2 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.98K- 15.48% |
$86K - $101K
|
10.8K
$600K
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-2.01K- 6.24% |
$87K - $102K
|
30.2K
$1.67M
|
|
Aug 04, 2022
Q2 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-2.16K- 11.55% |
$93.4K - $109K
|
16.5K
$914K
|
|
Jul 25, 2022
Q2 2022
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-2.16K- 2.32% |
$93.7K - $110K
|
91.1K
$5.05M
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.18K- 3.45% |
$94.2K - $110K
|
61K
$3.38M
|
|
Jul 13, 2022
Q2 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-2.32K- 3.78% |
$100K - $118K
|
58.9K
$3.26M
|
|
Aug 10, 2022
Q2 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-2.35K- 7.6% |
$102K - $120K
|
28.6K
$1.59M
|
|
Aug 01, 2022
Q2 2022
|
American Financial Advisors, LLC
|
SELL
|
- |
-2.36K- 10.58% |
$102K - $120K
|
20K
$1.11M
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-2.42K- 25.1% |
$105K - $123K
|
7.21K
$400K
|
|
Jul 21, 2022
Q2 2022
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-2.48K- 1.78% |
$107K - $126K
|
136K
$7.55M
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-2.68K- 32.02% |
$116K - $136K
|
5.69K
$316K
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-2.91KClosed |
$126K - $148K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-2.92K- 25.97% |
$127K - $148K
|
8.33K
$461K
|
|
Aug 12, 2022
Q2 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-2.98K- 36.87% |
$129K - $152K
|
5.11K
$283K
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-3.13K- 19.52% |
$136K - $159K
|
12.9K
$715K
|
|
Aug 15, 2022
Q2 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-3.21K- 29.52% |
$139K - $163K
|
7.67K
$425K
|
|
Jul 06, 2022
Q2 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-3.22K- 47.55% |
$140K - $164K
|
3.55K
$197K
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-3.44K- 22.66% |
$149K - $175K
|
11.7K
$650K
|
|
Jul 22, 2022
Q2 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-3.58K- 13.77% |
$155K - $182K
|
22.4K
$1.24M
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.61K- 5.26% |
$156K - $183K
|
65.1K
$3.61M
|
|
Jul 11, 2022
Q2 2022
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-3.67K- 20.79% |
$159K - $186K
|
14K
$775K
|
|
Aug 05, 2022
Q2 2022
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-3.72K- 8.7% |
$161K - $189K
|
39.1K
$2.16M
|
|
Jul 13, 2022
Q2 2022
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-3.81K- 13.11% |
$165K - $193K
|
25.2K
$1.4M
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4K- 25.29% |
$173K - $203K
|
11.8K
$654K
|
|
Jul 21, 2022
Q2 2022
|
Rede Wealth, LLC
|
SELL
|
- |
-4.02KClosed |
$174K - $204K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-4.04K- 0.91% |
$175K - $205K
|
438K
$24.3M
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.05KClosed |
$175K - $205K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-4.06KClosed |
$176K - $206K
|
0
$0
|