Purchases and Sales Made in Q3 2022 in Msci Eafe Value ETF (EFV)
This table provides information about the institutional ownership of Msci Eafe Value ETF (EFV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2022
Q3 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-9.38K- 11.17% |
$361K - $424K
|
74.6K
$3.94M
|
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
SELL
|
- |
-9.66K- 94.32% |
$371K - $437K
|
582
$30.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-9.76K- 16.47% |
$375K - $442K
|
49.5K
$2.61M
|
|
|
Nov 09, 2022
Q3 2022
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-9.82K- 5.11% |
$377K - $444K
|
182K
$9.63M
|
|
|
May 15, 2024
Q3 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-9.84K- 34.56% |
$378K - $445K
|
18.6K
$983K
|
|
|
Nov 15, 2022
Q3 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-9.86K- 0.29% |
$379K - $446K
|
3.35M
$177M
|
|
|
Nov 14, 2022
Q3 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-10.5K- 15.62% |
$404K - $475K
|
56.8K
$3M
|
|
|
Oct 11, 2022
Q3 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-10.6K- 64.87% |
$409K - $481K
|
5.76K
$304K
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-10.8K- 19.0% |
$414K - $487K
|
45.9K
$2.42M
|
|
|
Nov 09, 2022
Q3 2022
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-10.9K- 48.78% |
$419K - $493K
|
11.4K
$604K
|
|
|
Oct 31, 2022
Q3 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-11K- 6.5% |
$421K - $496K
|
158K
$8.32M
|
|
|
Nov 09, 2022
Q3 2022
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-12.5K- 15.34% |
$481K - $566K
|
69.1K
$3.65M
|
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-12.9K- 12.37% |
$497K - $585K
|
91.6K
$4.84M
|
|
|
Oct 12, 2022
Q3 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-13.2K- 35.29% |
$508K - $598K
|
24.2K
$1.28M
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-13.3K- 4.0% |
$511K - $601K
|
319K
$16.8M
|
|
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-13.3K- 62.81% |
$513K - $604K
|
7.9K
$417K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-13.4K- 12.21% |
$516K - $607K
|
96.4K
$5.09M
|
|
|
Nov 10, 2022
Q3 2022
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-13.5K- 1.75% |
$517K - $609K
|
754K
$39.8M
|
|
|
Nov 03, 2022
Q3 2022
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-13.5K- 19.52% |
$519K - $611K
|
55.7K
$2.94M
|
|
|
Nov 10, 2022
Q3 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-13.5K- 11.82% |
$520K - $611K
|
101K
$5.32M
|
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-13.8K- 15.29% |
$532K - $626K
|
76.6K
$4.05M
|
|
|
Oct 17, 2022
Q3 2022
|
Btc Capital Management, Inc.
|
SELL
|
- |
-14K- 95.28% |
$537K - $632K
|
692
$36.5K
|
|
|
Oct 26, 2022
Q3 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-14.2K- 16.5% |
$544K - $641K
|
71.7K
$3.78M
|
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-14.3K- 18.49% |
$549K - $646K
|
63K
$3.32M
|
|
|
Oct 31, 2022
Q3 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-14.3K- 24.35% |
$551K - $649K
|
44.5K
$2.35M
|
|
|
Nov 09, 2022
Q3 2022
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-14.4K- 14.63% |
$554K - $651K
|
84K
$4.43M
|
|
|
Nov 03, 2022
Q3 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-14.5K- 18.52% |
$559K - $657K
|
63.9K
$3.37M
|
|
|
Nov 14, 2022
Q3 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-14.8K- 35.79% |
$569K - $669K
|
26.5K
$1.4M
|
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-15.3K- 9.67% |
$587K - $691K
|
143K
$7.53M
|
|
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-15.4K- 48.28% |
$592K - $697K
|
16.5K
$871K
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-15.6K- 63.01% |
$600K - $706K
|
9.16K
$484K
|
|
|
Oct 17, 2022
Q3 2022
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-16K- 17.32% |
$616K - $725K
|
76.5K
$4.04M
|
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-16.5K- 37.94% |
$636K - $748K
|
27K
$1.43M
|
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-16.7K- 29.17% |
$641K - $755K
|
40.5K
$2.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-16.7K- 74.11% |
$642K - $755K
|
5.83K
$308K
|
|
|
Oct 21, 2022
Q3 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-17.7K- 20.58% |
$681K - $802K
|
68.4K
$3.61M
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-18.3K- 18.88% |
$704K - $828K
|
78.6K
$4.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-18.5K- 41.29% |
$711K - $837K
|
26.3K
$1.39M
|
|
|
Oct 17, 2022
Q3 2022
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-19.5K- 16.88% |
$751K - $883K
|
96.2K
$5.08M
|
|
|
Nov 16, 2023
Q3 2022
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-19.6K- 73.23% |
$753K - $886K
|
7.16K
$378K
|
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-19.6K- 12.6% |
$755K - $888K
|
136K
$7.19M
|
|
|
Oct 11, 2022
Q3 2022
|
Apella Capital, LLC
|
SELL
|
- |
-19.8K- 5.36% |
$762K - $897K
|
350K
$18.5M
|
|
|
Oct 20, 2022
Q3 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-19.8K- 16.01% |
$763K - $897K
|
104K
$5.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-20.3K- 4.63% |
$780K - $918K
|
418K
$22.1M
|
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-20.3K- 18.97% |
$780K - $918K
|
86.6K
$4.57M
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-20.4K- 42.32% |
$783K - $921K
|
27.8K
$1.47M
|
|
|
Oct 18, 2022
Q3 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-20.7K- 19.98% |
$796K - $937K
|
82.9K
$4.38M
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-21K- 32.05% |
$806K - $949K
|
44.4K
$2.35M
|
|
|
Nov 10, 2022
Q3 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-21.3K- 72.03% |
$820K - $964K
|
8.28K
$437K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-21.3K- 18.23% |
$821K - $966K
|
95.7K
$5.05M
|