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 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-1.08KClosed |
$52.7K - $56.8K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
SELL
|
- |
-1.23K- 22.12% |
$60.1K - $64.7K
|
4.33K
$229K
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.24K- 13.3% |
$60.5K - $65.2K
|
8.08K
$427K
|
|
Jan 27, 2022
Q4 2021
|
Conning Inc.
|
SELL
|
- |
-1.26K- 8.99% |
$61.5K - $66.2K
|
12.8K
$673K
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
SELL
|
- |
-1.31K- 9.07% |
$64.1K - $69K
|
13.2K
$695K
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-1.32K- 11.21% |
$64.5K - $69.5K
|
10.5K
$553K
|
|
Jan 21, 2022
Q4 2021
|
Prosperity Planning, Inc.
|
SELL
|
- |
-1.34K- 10.45% |
$65.5K - $70.5K
|
11.5K
$607K
|
|
Feb 22, 2022
Q4 2021
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-1.36KClosed |
$66.2K - $71.3K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-1.41K- 8.53% |
$69K - $74.3K
|
15.2K
$800K
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.45KClosed |
$70.6K - $76.1K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.45K- 2.51% |
$70.6K - $76.1K
|
56.2K
$2.96M
|
|
Jan 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.57K- 21.38% |
$76.7K - $82.6K
|
5.78K
$305K
|
|
Feb 07, 2022
Q4 2021
|
North Rock Partners, LLC
|
SELL
|
- |
-1.65K- 6.8% |
$80.7K - $86.9K
|
22.6K
$1.2M
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.69K- 11.45% |
$82.4K - $88.7K
|
13.1K
$689K
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.7K- 8.16% |
$83.1K - $89.5K
|
19.2K
$1.01M
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.73K- 74.0% |
$84.6K - $91.1K
|
609
$32.1K
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
SELL
|
- |
-1.74K- 15.41% |
$84.8K - $91.3K
|
9.53K
$503K
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.83K- 4.93% |
$89.5K - $96.4K
|
35.3K
$1.87M
|
|
Feb 07, 2022
Q4 2021
|
Wrapmanager Inc
|
SELL
|
- |
-1.85K- 17.11% |
$90.5K - $97.5K
|
8.98K
$474K
|
|
Jan 31, 2022
Q4 2021
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.92K- 4.95% |
$93.5K - $101K
|
36.8K
$1.94M
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.01K- 0.11% |
$98K - $106K
|
1.82M
$95.9M
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.85K- 38.48% |
$139K - $150K
|
4.55K
$240K
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-2.92K- 9.08% |
$143K - $154K
|
29.3K
$1.55M
|
|
Jan 27, 2022
Q4 2021
|
Unison Advisors LLC
|
SELL
|
- |
-2.93K- 7.95% |
$143K - $154K
|
33.9K
$1.79M
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.98KClosed |
$146K - $157K
|
0
$0
|
|
Jan 12, 2022
Q4 2021
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-3.05K- 20.3% |
$149K - $160K
|
12K
$632K
|
|
Feb 01, 2022
Q4 2021
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-3.54K- 6.41% |
$173K - $186K
|
51.6K
$2.73M
|
|
Jan 11, 2022
Q4 2021
|
First American Trust, Fsb
|
SELL
|
- |
-3.62K- 3.93% |
$177K - $191K
|
88.7K
$4.68M
|
|
Feb 02, 2022
Q4 2021
|
American Financial Advisors, LLC
|
SELL
|
- |
-4.04K- 14.89% |
$197K - $212K
|
23.1K
$1.22M
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-4.06K- 17.21% |
$198K - $213K
|
19.5K
$1.03M
|
|
Feb 11, 2022
Q4 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-4.12KClosed |
$201K - $217K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-4.14K- 7.6% |
$202K - $218K
|
50.3K
$2.66M
|
|
Feb 01, 2022
Q4 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-4.15K- 2.1% |
$203K - $218K
|
194K
$10.2M
|
|
Feb 14, 2022
Q4 2021
|
Camden Capital, LLC
|
SELL
|
- |
-4.25KClosed |
$207K - $223K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
SELL
|
- |
-4.26K- 13.3% |
$208K - $224K
|
27.7K
$1.46M
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.26K- 45.12% |
$208K - $224K
|
5.18K
$273K
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
SELL
|
- |
-4.27KClosed |
$208K - $224K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
1 St Source Bank
|
SELL
|
- |
-4.3K- 1.35% |
$210K - $226K
|
315K
$16.6M
|
|
Feb 14, 2022
Q4 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-4.39K- 13.82% |
$214K - $231K
|
27.4K
$1.45M
|
|
Feb 15, 2022
Q4 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-4.83K- 7.17% |
$236K - $254K
|
62.6K
$3.3M
|
|
Feb 11, 2022
Q4 2021
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-5.19KClosed |
$253K - $273K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Total Wealth Planning, LLC
|
SELL
|
- |
-5.35KClosed |
$261K - $281K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-5.43K- 11.32% |
$265K - $285K
|
42.6K
$2.25M
|
|
Feb 11, 2022
Q4 2021
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-5.47K- 13.34% |
$267K - $288K
|
35.5K
$1.88M
|
|
Feb 14, 2022
Q4 2021
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-5.7KClosed |
$278K - $300K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-5.75KClosed |
$280K - $302K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Zhang Financial LLC
|
SELL
|
- |
-5.84K- 6.08% |
$285K - $307K
|
90.1K
$4.76M
|
|
Feb 04, 2022
Q4 2021
|
Ntv Asset Management LLC
|
SELL
|
- |
-5.9KClosed |
$288K - $310K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-5.91K- 8.79% |
$289K - $311K
|
61.4K
$3.24M
|
|
Feb 18, 2022
Q4 2021
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-6.03K- 68.52% |
$294K - $317K
|
2.77K
$146K
|