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 03, 2022
Q4 2021
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
112KNew |
$5.47M - $5.89M
|
112K
$5.94M
|
|
|
Jan 14, 2022
Q4 2021
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
107KNew |
$5.21M - $5.61M
|
107K
$5.65M
|
|
|
Jan 26, 2022
Q4 2021
|
Hya Advisors, Inc
|
BUY
|
- |
103K+ 86.92% |
$5.01M - $5.4M
|
221K
$11.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Watershed Asset Management, L.L.C.
|
BUY
|
- |
100KNew |
$4.88M - $5.26M
|
100K
$5.3M
|
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
94.6KNew |
$4.62M - $4.97M
|
94.6K
$5.01M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
94K+ 2.85% |
$4.59M - $4.94M
|
3.39M
$179M
|
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
90.1KNew |
$4.4M - $4.74M
|
90.1K
$4.77M
|
|
|
Feb 11, 2022
Q4 2021
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
89.1KNew |
$4.35M - $4.68M
|
89.1K
$4.72M
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
88KNew |
$4.29M - $4.63M
|
88K
$4.66M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
87.8K+ 8.53% |
$4.28M - $4.61M
|
1.12M
$59.2M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
86.1K+ 13.74% |
$4.2M - $4.53M
|
713K
$37.8M
|
|
|
Jan 11, 2022
Q4 2021
|
Symmetry Partners, LLC
|
BUY
|
- |
84.1K+ 15.26% |
$4.1M - $4.42M
|
635K
$33.7M
|
|
|
Feb 28, 2022
Q4 2021
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
82.1KNew |
$4.01M - $4.32M
|
82.1K
$4.35M
|
|
|
Feb 14, 2022
Q4 2021
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
81.5KNew |
$3.98M - $4.29M
|
81.5K
$4.32M
|
|
|
Feb 02, 2022
Q4 2021
|
Girard Partners Ltd.
|
BUY
|
- |
80.3K+ 79.45% |
$3.92M - $4.22M
|
181K
$9.61M
|
|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
77.9KNew |
$3.8M - $4.1M
|
77.9K
$4.13M
|
|
|
Feb 14, 2022
Q4 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
77.4K+ 2.35% |
$3.78M - $4.07M
|
3.37M
$179M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
74.8K+ 10.54% |
$3.65M - $3.93M
|
784K
$41.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
74.3KNew |
$3.62M - $3.9M
|
74.3K
$3.93M
|
|
|
Feb 11, 2022
Q4 2021
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
74KNew |
$3.61M - $3.89M
|
74K
$3.92M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
73.4K+ 13.61% |
$3.58M - $3.86M
|
613K
$32.5M
|
|
|
Jan 19, 2022
Q4 2021
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
71.6K+ 21.2% |
$3.49M - $3.76M
|
409K
$21.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
70.5K+ 10.84% |
$3.44M - $3.7M
|
720K
$38.2M
|
|
|
May 02, 2022
Q4 2021
|
Provence Wealth Management Group
|
BUY
|
- |
69.8KNew |
$3.41M - $3.67M
|
69.8K
$3.7M
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
BUY
|
- |
65.9K+ 6.62% |
$3.22M - $3.47M
|
1.06M
$56.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
63.5K+ 24.72% |
$3.1M - $3.34M
|
321K
$17M
|
|
|
Feb 15, 2022
Q4 2021
|
Apeiron Ria LLC
|
BUY
|
- |
63.4KNew |
$3.1M - $3.33M
|
63.4K
$3.36M
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
63.3K+ 7.46% |
$3.09M - $3.33M
|
912K
$48.3M
|
|
|
Jan 31, 2022
Q4 2021
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
63.2KNew |
$3.08M - $3.32M
|
63.2K
$3.35M
|
|
|
Feb 15, 2022
Q4 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
60.6K+ 11.71% |
$2.96M - $3.19M
|
578K
$30.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Keystone Wealth Services, LLC
|
BUY
|
- |
59.5KNew |
$2.9M - $3.13M
|
59.5K
$3.15M
|
|
|
Jan 31, 2022
Q4 2021
|
Peterson Financial Group, Inc.
|
BUY
|
- |
57.8KNew |
$2.82M - $3.04M
|
57.8K
$3.06M
|
|
|
Feb 03, 2022
Q4 2021
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
55.2K+ 9.74% |
$2.69M - $2.9M
|
621K
$32.9M
|
|
|
Jan 20, 2022
Q4 2021
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
53K+ 19.55% |
$2.59M - $2.79M
|
324K
$17.2M
|
|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
51.6KNew |
$2.52M - $2.72M
|
51.6K
$2.74M
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
48.8K+ 188.51% |
$2.38M - $2.57M
|
74.7K
$3.96M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
47.2K+ 6.55% |
$2.3M - $2.48M
|
769K
$40.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
46.3K+ 22.87% |
$2.26M - $2.43M
|
249K
$13.2M
|
|
|
Jan 14, 2022
Q4 2021
|
Stone House Investment Management, LLC
|
BUY
|
- |
45.4K+ 16.9% |
$2.22M - $2.39M
|
314K
$16.7M
|
|
|
Jan 31, 2022
Q4 2021
|
Accredited Investors Inc.
|
BUY
|
- |
44K+ 4.1% |
$2.15M - $2.31M
|
1.12M
$59.1M
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
43.8KNew |
$2.14M - $2.3M
|
43.8K
$2.32M
|
|
|
Feb 14, 2022
Q4 2021
|
Css LLC
Chicago, IL |
BUY
|
- |
43K+ 76.79% |
$2.1M - $2.26M
|
99K
$5.24M
|
|
|
Jan 28, 2022
Q4 2021
|
Dubuque Bank & Trust CO
|
BUY
|
- |
41.9K+ 10.57% |
$2.04M - $2.2M
|
438K
$23.2M
|
|
|
Aug 15, 2022
Q4 2021
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
41.8KNew |
$2.04M - $2.2M
|
41.8K
$2.21M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
41.6KNew |
$2.03M - $2.18M
|
41.6K
$2.2M
|
|
|
Feb 10, 2022
Q4 2021
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
40.9K+ 6.91% |
$2M - $2.15M
|
633K
$33.5M
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
40.6K+ 792.62% |
$1.98M - $2.13M
|
45.7K
$2.42M
|
|
|
Feb 14, 2022
Q4 2021
|
Gunma Bank,Ltd.
|
BUY
|
- |
40KNew |
$1.95M - $2.1M
|
40K
$2.12M
|
|
|
Jan 31, 2022
Q4 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
39.8K+ 11.3% |
$1.94M - $2.09M
|
392K
$20.8M
|
|
|
Feb 14, 2022
Q4 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
39.1K+ 19.99% |
$1.91M - $2.06M
|
235K
$12.4M
|