Purchases and Sales Made in Q4 2021 in Msci Eafe Value ETF (EFV)
This table provides information about the institutional ownership of Msci Eafe Value ETF (EFV) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2022
Q4 2021
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-95- 0.26% |
$4.64K - $4.99K
|
36K
$1.9M
|
|
|
Jan 19, 2022
Q4 2021
|
Key F Inancial Inc
|
SELL
|
- |
-96- 1.61% |
$4.68K - $5.05K
|
5.86K
$309K
|
|
|
Feb 02, 2022
Q4 2021
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-99- 1.53% |
$4.83K - $5.2K
|
6.36K
$336K
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
SELL
|
- |
-138- 8.75% |
$6.73K - $7.25K
|
1.44K
$76K
|
|
|
Jan 14, 2022
Q4 2021
|
Autus Asset Management, LLC
|
SELL
|
- |
-160- 1.8% |
$7.81K - $8.41K
|
8.75K
$462K
|
|
|
Feb 23, 2022
Q4 2021
|
Essex Savings Bank
|
SELL
|
- |
-185- 2.35% |
$9.03K - $9.73K
|
7.68K
$405K
|
|
|
Feb 11, 2022
Q4 2021
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-200Closed |
$9.76K - $10.5K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-200Closed |
$9.76K - $10.5K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-204- 10.67% |
$9.96K - $10.7K
|
1.71K
$90.2K
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-210Closed |
$10.2K - $11K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-235- 71.21% |
$11.5K - $12.4K
|
95
$5.02K
|
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-277Closed |
$13.5K - $14.6K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-288- 34.53% |
$14.1K - $15.1K
|
546
$28.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-289Closed |
$14.1K - $15.2K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-297Closed |
$14.5K - $15.6K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
SELL
|
- |
-312- 3.45% |
$15.2K - $16.4K
|
8.73K
$461K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-339- 0.16% |
$16.5K - $17.8K
|
218K
$11.5M
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-342Closed |
$16.7K - $18K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-350- 1.42% |
$17.1K - $18.4K
|
24.3K
$1.28M
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-350- 29.17% |
$17.1K - $18.4K
|
850
$44.9K
|
|
|
Feb 08, 2022
Q4 2021
|
Wambolt & Associates, LLC
|
SELL
|
- |
-363- 1.44% |
$17.7K - $19.1K
|
24.8K
$1.31M
|
|
|
Feb 14, 2022
Q4 2021
|
Ade, LLC
|
SELL
|
- |
-371Closed |
$18.1K - $19.5K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-396- 14.85% |
$19.3K - $20.8K
|
2.27K
$120K
|
|
|
Feb 08, 2022
Q4 2021
|
Robinson Capital Management, LLC
|
SELL
|
- |
-400Closed |
$19.5K - $21K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Veracity Capital LLC
|
SELL
|
- |
-402- 2.42% |
$19.6K - $21.1K
|
16.2K
$857K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-404- 0.74% |
$19.7K - $21.2K
|
54.2K
$2.86M
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
SELL
|
- |
-411- 7.99% |
$20.1K - $21.6K
|
4.73K
$250K
|
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-457Closed |
$22.3K - $24K
|
0
$0
|
|
|
May 11, 2023
Q4 2021
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-470- 80.2% |
$22.9K - $24.7K
|
116
$6.12K
|
|
|
Feb 08, 2022
Q4 2021
|
Staley Capital Advisers Inc
|
SELL
|
- |
-500- 0.3% |
$24.4K - $26.3K
|
166K
$8.76M
|
|
|
Feb 03, 2022
Q4 2021
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-511- 1.72% |
$24.9K - $26.9K
|
29.1K
$1.54M
|
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
SELL
|
- |
-535Closed |
$26.1K - $28.1K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-543- 0.48% |
$26.5K - $28.5K
|
112K
$5.92M
|
|
|
Feb 10, 2022
Q4 2021
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-552- 0.85% |
$26.9K - $29K
|
64.1K
$3.38M
|
|
|
Feb 09, 2022
Q4 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-562- 4.63% |
$27.4K - $29.5K
|
11.6K
$611K
|
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
SELL
|
- |
-563- 2.97% |
$27.5K - $29.6K
|
18.4K
$973K
|
|
|
Jan 24, 2022
Q4 2021
|
Clean Yield Group
|
SELL
|
- |
-573Closed |
$28K - $30.1K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-587- 11.49% |
$28.6K - $30.9K
|
4.52K
$239K
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-593- 35.72% |
$28.9K - $31.2K
|
1.07K
$56.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-595- 4.91% |
$29K - $31.3K
|
11.5K
$609K
|
|
|
Feb 03, 2022
Q4 2021
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-600Closed |
$29.3K - $31.5K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-645- 0.84% |
$31.5K - $33.9K
|
75.7K
$4M
|
|
|
Feb 09, 2022
Q4 2021
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-660- 0.98% |
$32.2K - $34.7K
|
66.4K
$3.51M
|
|
|
Jan 28, 2022
Q4 2021
|
Simmons Bank
|
SELL
|
- |
-749- 7.53% |
$36.6K - $39.4K
|
9.2K
$486K
|
|
|
Feb 14, 2022
Q4 2021
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-791- 1.58% |
$38.6K - $41.6K
|
49.2K
$2.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-792- 1.59% |
$38.6K - $41.6K
|
49.1K
$2.59M
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-891- 5.67% |
$43.5K - $46.8K
|
14.8K
$783K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-996- 2.0% |
$48.6K - $52.4K
|
48.8K
$2.58M
|
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1K- 14.6% |
$48.8K - $52.6K
|
5.85K
$309K
|
|
|
Jan 31, 2022
Q4 2021
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.06K- 10.2% |
$51.5K - $55.5K
|
9.29K
$490K
|