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 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-29.1K- 19.9% |
$1.26M - $1.48M
|
117K
$6.49M
|
|
|
Jul 08, 2022
Q2 2022
|
Apella Capital, LLC
|
SELL
|
- |
-30.6K- 7.65% |
$1.33M - $1.55M
|
370K
$20.5M
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-31.1K- 20.23% |
$1.35M - $1.58M
|
123K
$6.8M
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-32.2K- 95.7% |
$1.4M - $1.64M
|
1.45K
$80.2K
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-34K- 34.59% |
$1.47M - $1.73M
|
64.3K
$3.56M
|
|
|
Aug 02, 2022
Q2 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-34.3K- 16.36% |
$1.48M - $1.74M
|
175K
$9.7M
|
|
|
Aug 05, 2022
Q2 2022
|
Ascent Group, LLC
|
SELL
|
- |
-34.4K- 61.74% |
$1.49M - $1.75M
|
21.3K
$1.18M
|
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-39.3K- 75.79% |
$1.7M - $2M
|
12.6K
$696K
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-40.1KClosed |
$1.74M - $2.04M
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-41.4K- 25.06% |
$1.8M - $2.1M
|
124K
$6.87M
|
|
|
Aug 11, 2022
Q2 2022
|
Seldon Capital LP
San Francisco, CA |
SELL
|
- |
-43K- 58.11% |
$1.86M - $2.18M
|
31K
$1.72M
|
|
|
Aug 23, 2022
Q2 2022
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-43.5K- 53.99% |
$1.89M - $2.21M
|
37.1K
$2.06M
|
|
|
Jul 27, 2022
Q2 2022
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-44.6K- 39.21% |
$1.93M - $2.27M
|
69.2K
$3.83M
|
|
|
Jul 13, 2022
Q2 2022
|
Domani Wealth, LLC
|
SELL
|
- |
-45K- 82.33% |
$1.95M - $2.28M
|
9.65K
$535K
|
|
|
Jul 29, 2022
Q2 2022
|
Spectrum Management Group, LLC
|
SELL
|
- |
-45.3K- 17.57% |
$1.96M - $2.3M
|
212K
$11.8M
|
|
|
Jul 27, 2022
Q2 2022
|
Marion Wealth Management
|
SELL
|
- |
-46.5K- 24.11% |
$2.01M - $2.36M
|
146K
$8.1M
|
|
|
Jul 21, 2022
Q2 2022
|
Accredited Investors Inc.
|
SELL
|
- |
-48.2K- 4.04% |
$2.09M - $2.45M
|
1.14M
$63.4M
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-58K- 24.95% |
$2.51M - $2.95M
|
175K
$9.67M
|
|
|
Aug 04, 2022
Q2 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-58.5K- 76.72% |
$2.54M - $2.97M
|
17.8K
$984K
|
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-61K- 94.37% |
$2.64M - $3.1M
|
3.64K
$202K
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-68.1K- 6.96% |
$2.95M - $3.46M
|
911K
$50.5M
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-71.9K- 6.12% |
$3.11M - $3.65M
|
1.1M
$61.1M
|
|
|
Aug 05, 2022
Q2 2022
|
Efficient Advisors, LLC
|
SELL
|
- |
-74K- 21.63% |
$3.21M - $3.76M
|
268K
$14.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-84.2KClosed |
$3.65M - $4.28M
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-88.7K- 93.88% |
$3.84M - $4.51M
|
5.79K
$321K
|
|
|
Aug 15, 2022
Q2 2022
|
Causeway Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-94.8KClosed |
$4.11M - $4.81M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-96.5K- 76.21% |
$4.18M - $4.9M
|
30.1K
$1.67M
|
|
|
Aug 03, 2022
Q2 2022
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-102KClosed |
$4.42M - $5.18M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-103K- 55.08% |
$4.45M - $5.21M
|
83.7K
$4.64M
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-104K- 95.02% |
$4.52M - $5.3M
|
5.47K
$303K
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-111K- 16.94% |
$4.81M - $5.64M
|
544K
$30.2M
|
|
|
Aug 05, 2022
Q2 2022
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-127K- 33.1% |
$5.5M - $6.45M
|
257K
$14.2M
|
|
|
Aug 09, 2022
Q2 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-132K- 18.34% |
$5.72M - $6.7M
|
587K
$32.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-137K- 25.57% |
$5.94M - $6.96M
|
399K
$22.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-153KClosed |
$6.63M - $7.76M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-166K- 29.77% |
$7.2M - $8.44M
|
392K
$21.7M
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-175K- 9.77% |
$7.6M - $8.91M
|
1.62M
$89.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-185K- 6.39% |
$8.02M - $9.39M
|
2.71M
$150M
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-201K- 6.65% |
$8.71M - $10.2M
|
2.82M
$156M
|
|
|
Aug 10, 2022
Q2 2022
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-206KClosed |
$8.95M - $10.5M
|
0
$0
|
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-228K- 36.3% |
$9.86M - $11.6M
|
399K
$22.1M
|
|
|
Aug 03, 2022
Q2 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-248KClosed |
$10.8M - $12.6M
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Connable Office Inc
|
SELL
|
- |
-258K- 37.47% |
$11.2M - $13.1M
|
430K
$23.8M
|
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-264K- 23.8% |
$11.4M - $13.4M
|
844K
$46.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-270KClosed |
$11.7M - $13.7M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-334KClosed |
$14.5M - $17M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
SELL
|
- |
-365KClosed |
$15.8M - $18.5M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-461K- 16.11% |
$20M - $23.4M
|
2.4M
$133M
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-679K- 93.47% |
$29.4M - $34.5M
|
47.4K
$2.63M
|
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-696K- 7.04% |
$30.2M - $35.4M
|
9.2M
$510M
|