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 28, 2022
Q2 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1.05K+ 1.24% |
$45.6K - $53.4K
|
85.8K
$4.55M
|
|
Aug 09, 2022
Q2 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.03K+ 11.99% |
$44.4K - $52K
|
9.58K
$507K
|
|
Aug 04, 2022
Q2 2022
|
Brr Op Co, LLC
|
BUY
|
- |
987+ 2.72% |
$42.8K - $50.1K
|
37.2K
$1.97M
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
945New |
$40.9K - $48K
|
945
$50.1K
|
|
Jul 28, 2022
Q2 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
927+ 2.17% |
$40.2K - $47.1K
|
43.6K
$2.31M
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
920New |
$39.9K - $46.7K
|
920
$48.7K
|
|
Jul 26, 2022
Q2 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
916New |
$39.7K - $46.5K
|
916
$48.5K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
913New |
$39.6K - $46.4K
|
913
$48.4K
|
|
Jul 22, 2022
Q2 2022
|
Successful Portfolios LLC
|
BUY
|
- |
885+ 4.17% |
$38.3K - $44.9K
|
22.1K
$1.17M
|
|
Aug 03, 2022
Q2 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
877+ 10.48% |
$38K - $44.5K
|
9.24K
$490K
|
|
Aug 10, 2022
Q2 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
871New |
$37.7K - $44.2K
|
871
$46.1K
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
BUY
|
- |
867+ 2.18% |
$37.6K - $44K
|
40.7K
$2.16M
|
|
Aug 01, 2022
Q2 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
825+ 3.21% |
$35.7K - $41.9K
|
26.5K
$1.4M
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
786+ 71.91% |
$34.1K - $39.9K
|
1.88K
$99.5K
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
783+ 7.44% |
$33.9K - $39.8K
|
11.3K
$599K
|
|
Jul 07, 2022
Q2 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
762+ 0.34% |
$33K - $38.7K
|
222K
$11.8M
|
|
Aug 11, 2022
Q2 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
744+ 2.67% |
$32.2K - $37.8K
|
28.7K
$1.52M
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
738New |
$32K - $37.5K
|
738
$39.1K
|
|
Aug 15, 2022
Q2 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
737New |
$31.9K - $37.4K
|
737
$39K
|
|
Jul 11, 2022
Q2 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
733+ 0.86% |
$31.8K - $37.2K
|
86.4K
$4.58M
|
|
Jul 29, 2022
Q2 2022
|
Integrity Financial Corp
|
BUY
|
- |
709+ 205.51% |
$30.7K - $36K
|
1.05K
$55.8K
|
|
Jul 06, 2022
Q2 2022
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
704+ 0.66% |
$30.5K - $35.7K
|
108K
$5.72M
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
701+ 604.31% |
$30.4K - $35.6K
|
817
$43.3K
|
|
Nov 15, 2022
Q2 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
655+ 2.35% |
$28.4K - $33.3K
|
28.5K
$1.51M
|
|
Jul 19, 2022
Q2 2022
|
Gfs Advisors, LLC
|
BUY
|
- |
650+ 4.46% |
$28.2K - $33K
|
15.2K
$806K
|
|
Aug 15, 2022
Q2 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
648New |
$28.1K - $32.9K
|
648
$34.3K
|
|
Aug 05, 2022
Q2 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
646+ 3.8% |
$28K - $32.8K
|
17.6K
$934K
|
|
Jul 21, 2022
Q2 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
540+ 6.5% |
$23.4K - $27.4K
|
8.84K
$468K
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
BUY
|
- |
518+ 3.94% |
$22.4K - $26.3K
|
13.7K
$725K
|
|
Aug 09, 2022
Q2 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
501+ 5.75% |
$21.7K - $25.4K
|
9.21K
$488K
|
|
Aug 15, 2022
Q2 2022
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
492+ 1.8% |
$21.3K - $25K
|
27.9K
$1.48M
|
|
Aug 15, 2022
Q2 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
492+ 0.7% |
$21.3K - $25K
|
70.4K
$3.73M
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
458+ 0.07% |
$19.8K - $23.3K
|
620K
$32.8M
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
443New |
$19.2K - $22.5K
|
443
$23.5K
|
|
Aug 10, 2022
Q2 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
439+ 4.38% |
$19K - $22.3K
|
10.5K
$554K
|
|
Aug 15, 2022
Q2 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
426+ 18.92% |
$18.5K - $21.6K
|
2.68K
$142K
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
425+ 0.99% |
$18.4K - $21.6K
|
43.2K
$2.29M
|
|
Aug 25, 2022
Q2 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
422+ 7.1% |
$18.3K - $21.4K
|
6.36K
$337K
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
407+ 6.09% |
$17.6K - $20.7K
|
7.09K
$375K
|
|
Jul 20, 2022
Q2 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
407+ 8.62% |
$17.6K - $20.7K
|
5.13K
$272K
|
|
Aug 12, 2022
Q2 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
400+ 2.71% |
$17.3K - $20.3K
|
15.2K
$804K
|
|
Aug 09, 2022
Q2 2022
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
382+ 3.16% |
$16.6K - $19.4K
|
12.5K
$660K
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
381+ 9.11% |
$16.5K - $19.3K
|
4.56K
$242K
|
|
Aug 11, 2022
Q2 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
381+ 1.41% |
$16.5K - $19.3K
|
27.5K
$1.46M
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
375+ 9.79% |
$16.2K - $19K
|
4.21K
$223K
|
|
Jul 18, 2022
Q2 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
357+ 7.63% |
$15.5K - $18.1K
|
5.04K
$267K
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
354+ 11.35% |
$15.3K - $18K
|
3.47K
$184K
|
|
Jul 11, 2022
Q2 2022
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
352+ 1.47% |
$15.3K - $17.9K
|
24.3K
$1.29M
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
347New |
$15K - $17.6K
|
347
$18.4K
|
|
Jul 18, 2022
Q2 2022
|
Veracity Capital LLC
|
BUY
|
- |
346+ 2.22% |
$15K - $17.6K
|
15.9K
$842K
|