Purchases and Sales Made in Q4 2022 in Msci Eafe Value ETF (EFV)
This table provides information about the institutional ownership of Msci Eafe Value ETF (EFV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
17+ 0.0% |
$655 - $794
|
5.37M
$289M
|
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
14+ 1.01% |
$539 - $654
|
1.4K
$75K
|
|
|
Jan 26, 2023
Q4 2022
|
Ballast Advisors LLC
|
BUY
|
- |
11+ 0.63% |
$424 - $514
|
1.75K
$93.9K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
11+ 0.45% |
$424 - $514
|
2.46K
$132K
|
|
|
Jan 26, 2023
Q4 2022
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
9+ 0.15% |
$347 - $421
|
6.13K
$329K
|
|
|
Feb 14, 2023
Q4 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
8+ 1.15% |
$308 - $374
|
706
$38K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
8+ 1.18% |
$308 - $374
|
685
$36.8K
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
4+ 1.18% |
$154 - $187
|
344
$18.5K
|
|
|
Feb 06, 2023
Q4 2022
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
2+ 0.01% |
$77 - $93.5
|
36K
$1.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2+ 0.18% |
$77 - $93.5
|
1.1K
$58.9K
|
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
2+ 1.09% |
$77 - $93.5
|
185
$9.95K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.11% |
$38.5 - $46.7
|
872
$46.9K
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 1.89% |
$38.5 - $46.7
|
54
$2.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-1- 2.78% |
$38.5 - $46.7
|
35
$1.88K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
SELL
|
- |
-8- 2.89% |
$308 - $374
|
269
$14.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-26- 0.09% |
$1K - $1.21K
|
29.8K
$1.6M
|
|
|
Jan 26, 2023
Q4 2022
|
Gfs Advisors, LLC
|
SELL
|
- |
-30- 0.2% |
$1.16K - $1.4K
|
15.2K
$816K
|
|
|
Jan 27, 2023
Q4 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-33- 0.27% |
$1.27K - $1.54K
|
12.3K
$661K
|
|
|
Jan 24, 2023
Q4 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-55- 1.01% |
$2.12K - $2.57K
|
5.39K
$290K
|
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-60- 3.05% |
$2.31K - $2.8K
|
1.91K
$102K
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-62- 14.49% |
$2.39K - $2.9K
|
366
$19.7K
|
|
|
Feb 06, 2023
Q4 2022
|
Country Club Bank
|
SELL
|
- |
-65- 0.34% |
$2.5K - $3.04K
|
19.2K
$1.03M
|
|
|
Jan 19, 2023
Q4 2022
|
Harbor Group, Inc.
|
SELL
|
- |
-72- 0.75% |
$2.77K - $3.36K
|
9.56K
$514K
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-80- 5.93% |
$3.08K - $3.74K
|
1.27K
$68.3K
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-82- 1.45% |
$3.16K - $3.83K
|
5.57K
$299K
|
|
|
Jan 26, 2023
Q4 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-87- 1.15% |
$3.35K - $4.07K
|
7.46K
$401K
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-110- 6.94% |
$4.24K - $5.14K
|
1.48K
$79.3K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-114- 1.58% |
$4.39K - $5.33K
|
7.12K
$383K
|
|
|
Feb 14, 2023
Q4 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-118- 8.51% |
$4.54K - $5.51K
|
1.27K
$68.2K
|
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-118- 38.06% |
$4.54K - $5.51K
|
192
$10.3K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-121- 43.68% |
$4.66K - $5.65K
|
156
$8.39K
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-135- 4.54% |
$5.2K - $6.31K
|
2.84K
$152K
|
|
|
Feb 14, 2023
Q4 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-154- 1.19% |
$5.93K - $7.2K
|
12.7K
$685K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-170- 1.2% |
$6.55K - $7.94K
|
14K
$751K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-202- 4.42% |
$7.78K - $9.44K
|
4.37K
$235K
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-205- 14.15% |
$7.89K - $9.58K
|
1.24K
$66.9K
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-219- 92.02% |
$8.43K - $10.2K
|
19
$1.02K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-220- 6.53% |
$8.47K - $10.3K
|
3.15K
$169K
|
|
|
Feb 07, 2023
Q4 2022
|
Family Firm, Inc.
|
SELL
|
- |
-241- 2.28% |
$9.28K - $11.3K
|
10.3K
$556K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-250- 33.33% |
$9.63K - $11.7K
|
500
$26.9K
|
|
|
Jan 31, 2023
Q4 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-259- 3.15% |
$9.97K - $12.1K
|
7.96K
$428K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-271- 4.15% |
$10.4K - $12.7K
|
6.26K
$337K
|
|
|
Jan 13, 2023
Q4 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-275- 2.47% |
$10.6K - $12.9K
|
10.9K
$585K
|
|
|
Jan 10, 2023
Q4 2022
|
Rnc Capital Management LLC
|
SELL
|
- |
-275- 3.06% |
$10.6K - $12.9K
|
8.73K
$469K
|
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-290- 2.98% |
$11.2K - $13.6K
|
9.46K
$508K
|
|
|
Feb 13, 2023
Q4 2022
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-310- 2.83% |
$11.9K - $14.5K
|
10.6K
$572K
|
|
|
Jan 23, 2023
Q4 2022
|
Lantz Financial LLC
|
SELL
|
- |
-320- 0.53% |
$12.3K - $15K
|
60.3K
$3.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-360- 6.16% |
$13.9K - $16.8K
|
5.49K
$295K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-385- 27.32% |
$14.8K - $18K
|
1.02K
$55.1K
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-390- 6.39% |
$15K - $18.2K
|
5.71K
$307K
|