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 |
---|---|---|---|---|---|---|---|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
16New |
$693 - $812
|
16
$887
|
|
Jul 15, 2022
Q2 2022
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
13+ 4.01% |
$563 - $660
|
337
$18.7K
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
BUY
|
- |
11+ 3.34% |
$477 - $559
|
340
$18.8K
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
10New |
$433 - $508
|
10
$554
|
|
Aug 11, 2022
Q2 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6+ 0.89% |
$260 - $305
|
677
$37.5K
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
4+ 0.37% |
$173 - $203
|
1.09K
$60.6K
|
|
Aug 11, 2022
Q2 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
3+ 0.05% |
$130 - $152
|
5.68K
$315K
|
|
Jul 13, 2022
Q2 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
3+ 0.04% |
$130 - $152
|
8.37K
$464K
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.85% |
$43.3 - $50.8
|
118
$6.54K
|
|
Aug 11, 2022
Q2 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1+ 2.86% |
$43.3 - $50.8
|
36
$1.99K
|
|
Aug 02, 2022
Q2 2022
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$43.3 - $50.8
|
1
$55.4
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.38% |
$43.3 - $50.8
|
267
$14.8K
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1+ 0.02% |
$43.3 - $50.8
|
4.98K
$276K
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-5- 0.16% |
$217 - $254
|
3.09K
$171K
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-8- 0.33% |
$347 - $406
|
2.45K
$136K
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-13- 1.88% |
$563 - $660
|
677
$37.5K
|
|
Jul 27, 2022
Q2 2022
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-14- 0.24% |
$607 - $711
|
5.94K
$329K
|
|
Jul 21, 2022
Q2 2022
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-18Closed |
$780 - $914
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-20Closed |
$867 - $1.02K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-25- 25.0% |
$1.08K - $1.27K
|
75
$4.16K
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-25Closed |
$1.08K - $1.27K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-32- 0.55% |
$1.39K - $1.62K
|
5.74K
$318K
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-32- 1.01% |
$1.39K - $1.62K
|
3.14K
$174K
|
|
Jul 12, 2022
Q2 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-35- 0.09% |
$1.52K - $1.78K
|
37.4K
$2.07M
|
|
Aug 10, 2022
Q2 2022
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-39Closed |
$1.69K - $1.98K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
SELL
|
- |
-42Closed |
$1.82K - $2.13K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-48- 0.16% |
$2.08K - $2.44K
|
30.3K
$1.68M
|
|
Aug 11, 2022
Q2 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-52Closed |
$2.25K - $2.64K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-85- 1.23% |
$3.68K - $4.32K
|
6.85K
$379K
|
|
Jul 25, 2022
Q2 2022
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-105Closed |
$4.55K - $5.33K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-109- 2.04% |
$4.72K - $5.54K
|
5.25K
$291K
|
|
Aug 15, 2022
Q2 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-140- 1.79% |
$6.07K - $7.11K
|
7.7K
$426K
|
|
Jul 22, 2022
Q2 2022
|
Western Financial Corporation
|
SELL
|
- |
-140- 1.62% |
$6.07K - $7.11K
|
8.52K
$472K
|
|
Aug 15, 2022
Q2 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-142- 1.23% |
$6.15K - $7.21K
|
11.4K
$631K
|
|
Aug 05, 2022
Q2 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-155Closed |
$6.72K - $7.87K
|
0
$0
|
|
Aug 25, 2022
Q2 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-161Closed |
$6.98K - $8.18K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-183- 3.71% |
$7.93K - $9.29K
|
4.74K
$263K
|
|
Jul 19, 2022
Q2 2022
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-186- 0.53% |
$8.06K - $9.45K
|
35.1K
$1.95M
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-190- 5.4% |
$8.23K - $9.65K
|
3.33K
$184K
|
|
Jul 22, 2022
Q2 2022
|
First Hawaiian Bank
|
SELL
|
- |
-197- 3.07% |
$8.54K - $10K
|
6.21K
$344K
|
|
Jul 20, 2022
Q2 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-200- 1.67% |
$8.67K - $10.2K
|
11.8K
$652K
|
|
Jul 18, 2022
Q2 2022
|
Clean Yield Group
|
SELL
|
- |
-201Closed |
$8.71K - $10.2K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-205- 2.41% |
$8.88K - $10.4K
|
8.28K
$459K
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-234Closed |
$10.1K - $11.9K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-234Closed |
$10.1K - $11.9K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-236- 28.82% |
$10.2K - $12K
|
583
$32.3K
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
SELL
|
- |
-237- 3.03% |
$10.3K - $12K
|
7.58K
$420K
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-244Closed |
$10.6K - $12.4K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-245- 0.53% |
$10.6K - $12.4K
|
46.1K
$2.56M
|
|
Aug 14, 2024
Q2 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-250- 3.01% |
$10.8K - $12.7K
|
8.04K
$446K
|