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
Jul 17, 2024 Q2 2022
Kelly Financial Services LLC

Braintree, MA
BUY
 -
26.2K
+ 9.91%
$1.14M - $1.33M
291K $16.1M
Aug 05, 2022 Q2 2022
Weil Company, Inc.

BUY
 -
24.7K
New
$1.07M - $1.25M
24.7K $1.37M
Aug 10, 2022 Q2 2022
Nwam LLC

Mercer Island, WA
BUY
 -
24.4K
+ 27.38%
$1.06M - $1.24M
114K $6.29M
Aug 11, 2022 Q2 2022
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
24.1K
+ 4.81%
$1.05M - $1.23M
526K $29.1M
Aug 15, 2022 Q2 2022
Creative Planning

Overland Park, KS
BUY
 -
23.5K
+ 18.87%
$1.02M - $1.19M
148K $8.19M
Aug 10, 2022 Q2 2022
Telemus Capital, LLC

BUY
 -
23.3K
+ 142.83%
$1.01M - $1.18M
39.6K $2.2M
Jul 25, 2022 Q2 2022
Tnf LLC

BUY
 -
23.3K
+ 10.73%
$1.01M - $1.18M
240K $13.3M
Aug 08, 2022 Q2 2022
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
22.7K
+ 10.17%
$984K - $1.15M
246K $13.6M
Aug 04, 2022 Q2 2022
Steward Partners Investment Advisory, LLC

BUY
 -
22.2K
+ 14.02%
$964K - $1.13M
181K $10M
Aug 10, 2022 Q2 2022
Opal Wealth Advisors, LLC

Jericho, NY
BUY
 -
21.5K
New
$932K - $1.09M
21.5K $1.19M
Aug 15, 2022 Q2 2022
Mcmorgan & CO LLC

San Francisco, CA
BUY
 -
21.2K
+ 3.51%
$917K - $1.07M
625K $34.6M
Nov 14, 2022 Q2 2022
Partners Capital Investment Group, LLP

Boston, MA
BUY
 -
21.1K
New
$912K - $1.07M
21.1K $1.17M
Aug 05, 2022 Q2 2022
Amg National Trust Bank

BUY
 -
20.8K
+ 48.91%
$902K - $1.06M
63.4K $3.51M
Aug 12, 2022 Q2 2022
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
20.4K
+ 7.12%
$886K - $1.04M
307K $17M
Aug 15, 2022 Q2 2022
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
20.3K
+ 8.23%
$879K - $1.03M
267K $14.8M
Aug 11, 2022 Q2 2022
Sig Fig Wealth Management, LLC

San Francisco, CA
BUY
 -
19.8K
+ 20.99%
$859K - $1.01M
114K $6.33M
Jul 20, 2022 Q2 2022
Security Financial Services, Inc.

BUY
 -
19.4K
+ 8.92%
$842K - $987K
237K $13.1M
Sep 16, 2022 Q2 2022
Private Trust CO Na

BUY
 -
19.3K
New
$838K - $982K
19.3K $1.07M
Aug 15, 2022 Q2 2022
Tcwp LLC

Tampa, FL
BUY
 -
19.2K
+ 7.47%
$831K - $974K
276K $15.3M
Aug 12, 2022 Q2 2022
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
18.9K
+ 820.64%
$818K - $959K
21.2K $1.17M
Aug 05, 2022 Q2 2022
Stokes Family Office, LLC

BUY
 -
18.5K
+ 165.66%
$800K - $937K
29.6K $1.64M
Aug 15, 2022 Q2 2022
High Falls Advisors, Inc

Rochester, NY
BUY
 -
18.3K
+ 4.11%
$795K - $931K
465K $25.8M
Jul 29, 2022 Q2 2022
Lantz Financial LLC

BUY
 -
18.2K
+ 36.5%
$788K - $924K
68K $3.77M
Aug 09, 2022 Q2 2022
Central Trust CO

Jefferson City, MO
BUY
 -
18K
+ 219.58%
$778K - $912K
26.1K $1.45M
Aug 15, 2022 Q2 2022
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
17.6K
+ 27.88%
$763K - $894K
80.7K $4.47M
Aug 05, 2022 Q2 2022
Interchange Capital Partners, LLC

BUY
 -
17.2K
New
$746K - $874K
17.2K $954K
Aug 05, 2022 Q2 2022
Bay Harbor Wealth Management, LLC

BUY
 -
17K
+ 12.44%
$738K - $865K
154K $8.53M
Jul 11, 2022 Q2 2022
Bms Financial Advisors, LLC

BUY
 -
16.9K
+ 14.72%
$731K - $857K
132K $7.29M
Aug 08, 2022 Q2 2022
Quent Capital, LLC

BUY
 -
16.8K
+ 13.04%
$726K - $851K
145K $8.05M
Aug 11, 2022 Q2 2022
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
16.6K
+ 44.6%
$719K - $842K
53.8K $2.98M
Jul 12, 2022 Q2 2022
First Heartland Consultants, Inc.

BUY
 -
16.5K
New
$714K - $837K
16.5K $914K
Aug 12, 2022 Q2 2022
Knightsbridge Asset Management, LLC

Newport Beach, CA
BUY
 -
16.4K
New
$711K - $834K
16.4K $910K
Jul 13, 2022 Q2 2022
Private Advisor Group, LLC

BUY
 -
16.4K
+ 12.43%
$709K - $831K
148K $8.2M
Jul 12, 2022 Q2 2022
My Legacy Advisors, LLC

BUY
 -
16.1K
+ 187.17%
$698K - $818K
24.7K $1.37M
Aug 15, 2022 Q2 2022
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
15.7K
+ 23.92%
$681K - $798K
81.4K $4.51M
Aug 11, 2022 Q2 2022
Cullen Capital Management, LLC

New York, NY
BUY
 -
15.4K
New
$666K - $780K
15.4K $851K
Jul 24, 2024 Q2 2022
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
15.2K
+ 10.65%
$658K - $772K
158K $8.75M
Aug 02, 2022 Q2 2022
Advisory Services Network, LLC

BUY
 -
15K
+ 8.73%
$649K - $761K
187K $10.3M
Jul 22, 2022 Q2 2022
Stratos Wealth Advisors, LLC

BUY
 -
14.6K
+ 11.47%
$633K - $742K
142K $7.86M
Jul 27, 2022 Q2 2022
West Wealth Group, LLC

BUY
 -
14.1K
+ 3.43%
$611K - $716K
425K $23.5M
Aug 02, 2022 Q2 2022
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
14.1K
+ 1.89%
$610K - $715K
758K $42M
Aug 02, 2022 Q2 2022
Brown Advisory Inc

BUY
 -
14K
+ 33.86%
$607K - $712K
55.4K $3.07M
Aug 10, 2022 Q2 2022
Interactive Financial Advisors

Chicago, IL
BUY
 -
14K
+ 8.31%
$605K - $709K
182K $10.1M
Aug 02, 2022 Q2 2022
Northwest Capital Management Inc

BUY
 -
13.9K
+ 4.35%
$603K - $707K
334K $18.5M
Aug 11, 2022 Q2 2022
Cetera Advisors LLC

Denver, CO
BUY
 -
13.8K
+ 14.11%
$597K - $700K
112K $6.18M
Aug 15, 2022 Q2 2022
Vident Investment Advisory, LLC

Alpharetta, GA
BUY
 -
13.2K
New
$574K - $672K
13.2K $734K
Jul 26, 2022 Q2 2022
Tri Star Advisors Inc.

BUY
 -
13.1K
+ 4.85%
$567K - $665K
283K $15.7M
Aug 09, 2022 Q2 2022
Blueprint Investment Partners LLC

Greensboro, NC
BUY
 -
13K
New
$561K - $658K
13K $718K
Aug 15, 2022 Q2 2022
Continuum Advisory, LLC

Eagle, ID
BUY
 -
12.8K
+ 109.41%
$555K - $650K
24.5K $1.36M

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