Purchases and Sales Made in Q2 2022 in Msci Eafe Value ETF (EFV)

EFV Quotes by TradingView

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
Aug 11, 2022 Q2 2022
Truadvice, LLC

Sarasota, FL
SELL
 -
-9.48K
- 17.64%
$411K - $481K
44.3K $2.45M
Aug 09, 2022 Q2 2022
Wealthspire Advisors, LLC

New York, NY
SELL
 -
-9.87K
Closed
$427K - $501K
0 $0
Jul 11, 2022 Q2 2022
S.C. Financial Services, Inc.

SELL
 -
-10.3K
- 36.46%
$445K - $521K
17.9K $991K
Jul 29, 2022 Q2 2022
Wealth Architects, LLC

SELL
 -
-10.4K
- 60.26%
$453K - $531K
6.89K $382K
Jul 13, 2022 Q2 2022
Unison Advisors LLC

SELL
 -
-10.5K
- 36.72%
$454K - $532K
18.1K $1M
Aug 08, 2022 Q2 2022
Townsquare Capital LLC

SELL
 -
-10.5K
- 24.82%
$456K - $535K
31.9K $1.77M
Aug 04, 2022 Q2 2022
Chicago Partners Investment Group LLC

SELL
 -
-10.6K
Closed
$458K - $537K
0 $0
Jul 25, 2022 Q2 2022
Summit Financial Strategies, Inc.

SELL
 -
-10.6K
- 1.62%
$461K - $541K
645K $35.7M
Aug 12, 2022 Q2 2022
Fiduciary Trust CO

Boston, MA
SELL
 -
-10.8K
- 18.4%
$470K - $551K
48.1K $2.67M
Aug 12, 2022 Q2 2022
Client 1 St Advisory Group, LLC

Clearwater, FL
SELL
 -
-11K
- 5.17%
$479K - $561K
203K $11.2M
May 15, 2024 Q2 2022
Global Financial Private Client, LLC

Sarasota, FL
SELL
 -
-11.5K
- 28.76%
$498K - $584K
28.5K $1.58M
Aug 08, 2022 Q2 2022
Prospera Financial Services Inc

SELL
 -
-12.8K
- 46.97%
$555K - $650K
14.5K $801K
Jul 19, 2022 Q2 2022
Icon Wealth Partners, LLC

SELL
 -
-12.9K
- 2.62%
$559K - $655K
480K $26.6M
Jul 22, 2022 Q2 2022
Truist Financial Corp

SELL
 -
-13.3K
- 1.33%
$577K - $676K
990K $54.9M
Aug 15, 2022 Q2 2022
Squarepoint Ops LLC

New York, NY
SELL
 -
-13.4K
- 57.76%
$581K - $680K
9.8K $543K
Jul 27, 2022 Q2 2022
Flc Capital Advisors

SELL
 -
-13.6K
- 7.29%
$591K - $693K
173K $9.61M
Jul 18, 2022 Q2 2022
Collective Family Office LLC

SELL
 -
-14.2K
- 21.34%
$615K - $721K
52.3K $2.9M
Jul 12, 2022 Q2 2022
Polaris Wealth Advisory Group, LLC

SELL
 -
-14.4K
- 19.23%
$623K - $730K
60.3K $3.34M
Aug 05, 2022 Q2 2022
Abrdn PLC

SELL
 -
-14.9K
- 12.27%
$644K - $755K
106K $5.89M
Aug 09, 2022 Q2 2022
Scarborough Advisors, LLC

Annapolis, MD
SELL
 -
-14.9K
- 3.95%
$647K - $758K
363K $20.1M
Mar 11, 2024 Q2 2022
Hobart Private Capital, LLC

Charlotte, NC
SELL
 -
-15.1K
- 4.78%
$655K - $768K
301K $16.7M
Aug 16, 2022 Q2 2022
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-15.1K
- 1.94%
$656K - $769K
766K $42.4M
Aug 02, 2022 Q2 2022
Mufg Americas Holdings Corp

SELL
 -
-15.6K
- 5.7%
$678K - $795K
259K $14.3M
Dec 01, 2022 Q2 2022
Mufg Americas Holdings Corp

SELL
 -
-15.6K
- 5.7%
$678K - $795K
259K $14.3M
Jul 21, 2022 Q2 2022
Winthrop Advisory Group LLC

SELL
 -
-16.1K
Closed
$700K - $820K
0 $0
Jul 19, 2022 Q2 2022
Asset Dedication, LLC

SELL
 -
-16.4K
Closed
$711K - $833K
0 $0
Jul 19, 2022 Q2 2022
Capital Cs Group, LLC

SELL
 -
-16.7K
Closed
$725K - $850K
0 $0
Aug 16, 2022 Q2 2022
Scs Capital Management LLC

Boston, MA
SELL
 -
-16.8K
- 2.33%
$730K - $856K
706K $39.1M
Jul 27, 2022 Q2 2022
Dynamic Advisor Solutions LLC

SELL
 -
-17.3K
Closed
$751K - $880K
0 $0
Jul 18, 2022 Q2 2022
Carlson Capital Management

SELL
 -
-17.4K
- 8.93%
$753K - $883K
177K $9.83M
Aug 04, 2022 Q2 2022
North Rock Partners, LLC

SELL
 -
-17.8K
- 97.64%
$772K - $905K
430 $23.8K
Aug 15, 2022 Q2 2022
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
SELL
 -
-19.1K
- 33.74%
$827K - $970K
37.5K $2.08M
Aug 02, 2022 Q2 2022
Lake Street Advisors Group, LLC

SELL
 -
-19.3K
- 47.19%
$835K - $978K
21.6K $1.19M
Jul 25, 2022 Q2 2022
Sound Financial Strategies Group, LLC

SELL
 -
-19.3K
- 19.78%
$835K - $979K
78.1K $4.33M
Aug 01, 2022 Q2 2022
Shore Haven Wealth Partners, LLC

SELL
 -
-19.5K
- 19.25%
$843K - $988K
81.6K $4.52M
Aug 15, 2022 Q2 2022
Stifel Financial Corp

St. Louis, MO
SELL
 -
-19.6K
- 2.81%
$847K - $993K
677K $37.5M
Aug 12, 2022 Q2 2022
Tobias Financial Advisors, Inc.

Plantation, FL
SELL
 -
-19.8K
- 32.43%
$860K - $1.01M
41.3K $2.29M
Aug 05, 2022 Q2 2022
Clearview Wealth Advisors LLC

SELL
 -
-20K
- 16.06%
$867K - $1.02M
105K $5.79M
Aug 10, 2022 Q2 2022
Cerity Partners LLC

New York, NY
SELL
 -
-20.1K
- 23.48%
$870K - $1.02M
65.4K $3.62M
Jul 22, 2022 Q2 2022
Stegner Investment Associates Inc.

SELL
 -
-20.9K
Closed
$904K - $1.06M
0 $0
Jul 13, 2022 Q2 2022
Hya Advisors, Inc

SELL
 -
-22K
- 9.29%
$953K - $1.12M
215K $11.9M
Aug 09, 2022 Q2 2022
Pax Financial Group, LLC

San Antonio, TX
SELL
 -
-24.1K
- 6.52%
$1.04M - $1.22M
345K $19.1M
Aug 12, 2022 Q2 2022
R Pg Family Wealth Advisory, LLC

Burlington, MA
SELL
 -
-24.1K
Closed
$1.05M - $1.23M
0 $0
Jul 14, 2022 Q2 2022
Spectrum Asset Management, Inc.

SELL
 -
-24.9K
- 78.13%
$1.08M - $1.27M
6.98K $387K
Aug 11, 2022 Q2 2022
Atria Investments LLC

Charlotte, NC
SELL
 -
-25.2K
- 3.31%
$1.09M - $1.28M
738K $40.9M
Aug 10, 2022 Q2 2022
Principal Financial Group Inc

Des Moines, IA
SELL
 -
-25.5K
- 20.58%
$1.1M - $1.29M
98.4K $5.45M
Aug 03, 2022 Q2 2022
Keystone Financial Services

SELL
 -
-27K
- 10.3%
$1.17M - $1.37M
235K $13M
Aug 15, 2022 Q2 2022
Israel Englander Millennium Management LLC | New York, Ny
SELL
 -
-28K
Closed
$1.21M - $1.42M
0 $0
Aug 11, 2022 Q2 2022
Maripau Wealth Management LLC

Fort Wayne, IN
SELL
 -
-28.2K
- 30.51%
$1.22M - $1.43M
64.3K $3.56M

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