Purchases and Sales Made in Q4 2022 in Msci Eafe Value ETF (EFV)

EFV Quotes by TradingView

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
Jan 19, 2023 Q4 2022
Marion Wealth Management

SELL
 -
-2.68K
- 33.07%
$103K - $125K
5.43K $287K
Feb 17, 2023 Q4 2022
Kb Financial Partners, LLC

Princeton, NJ
SELL
 -
-2.7K
- 8.0%
$104K - $126K
31.1K $1.64M
Feb 02, 2023 Q4 2022
James J. Burns & Company, LLC

Melville, NY
SELL
 -
-2.77K
- 10.76%
$106K - $129K
22.9K $1.21M
Feb 08, 2023 Q4 2022
Tiedemann Advisors, LLC

SELL
 -
-2.86K
- 25.02%
$110K - $134K
8.58K $453K
Feb 07, 2023 Q4 2022
Ma Private Wealth

SELL
 -
-2.89K
- 22.33%
$111K - $135K
10K $530K
Jan 13, 2023 Q4 2022
Advisor Net Financial, Inc

SELL
 -
-2.92K
- 3.05%
$113K - $137K
92.8K $4.9M
Jan 19, 2023 Q4 2022
Midwest Heritage Bank, Fsb

SELL
 -
-2.96K
- 10.92%
$114K - $138K
24.1K $1.27M
Jan 18, 2023 Q4 2022
Private Trust CO Na

SELL
 -
-3.08K
- 16.92%
$119K - $144K
15.1K $799K
Feb 13, 2023 Q4 2022
Tcwp LLC

Tampa, FL
SELL
 -
-3.3K
- 4.62%
$127K - $154K
68K $3.59M
Feb 07, 2023 Q4 2022
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
SELL
 -
-3.65K
- 10.3%
$141K - $171K
31.8K $1.68M
May 25, 2023 Q4 2022
Mill Creek Capital Advisors, LLC

Conshohocken, PA
SELL
 -
-3.75K
- 16.61%
$144K - $175K
18.8K $993K
Mar 02, 2023 Q4 2022
Oliver Lagore Vanvalin Investment Group

Flint, MI
SELL
 -
-3.98K
- 27.29%
$153K - $186K
10.6K $559K
Nov 13, 2023 Q4 2022
Td Waterhouse Canada Inc.

Toronto, A6
SELL
 -
-4K
- 88.34%
$154K - $187K
528 $27.9K
Feb 01, 2023 Q4 2022
North Rock Partners, LLC

SELL
 -
-4.11K
- 25.15%
$158K - $192K
12.2K $645K
Feb 14, 2023 Q4 2022
Fin Trust Capital Advisors, LLC

SELL
 -
-4.17K
- 25.93%
$160K - $195K
11.9K $628K
Oct 10, 2024 Q4 2022
Wr Wealth Planners, LLC

Columbia, MO
SELL
 -
-4.18K
- 6.36%
$161K - $195K
61.6K $3.25M
Feb 14, 2023 Q4 2022
Aspire Private Capital, LLC

SELL
 -
-4.24K
- 16.04%
$163K - $198K
22.2K $1.17M
Jan 26, 2023 Q4 2022
Central Trust CO

Jefferson City, MO
SELL
 -
-4.37K
- 16.34%
$168K - $204K
22.4K $1.18M
Feb 02, 2023 Q4 2022
Sawtooth Solutions, LLC

SELL
 -
-4.45K
- 10.31%
$171K - $208K
38.7K $2.04M
Feb 13, 2023 Q4 2022
Fiduciary Trust CO

Boston, MA
SELL
 -
-4.57K
- 16.47%
$176K - $214K
23.2K $1.22M
Feb 13, 2023 Q4 2022
Client 1 St Advisory Group, LLC

Clearwater, FL
SELL
 -
-4.6K
- 2.28%
$177K - $215K
197K $10.4M
Feb 15, 2023 Q4 2022
Harbour Investments, Inc.

Madison, WI
SELL
 -
-4.69K
- 6.31%
$180K - $219K
69.6K $3.67M
Feb 03, 2023 Q4 2022
Larson Financial Group LLC

SELL
 -
-4.78K
- 10.65%
$184K - $223K
40.1K $2.12M
Feb 14, 2023 Q4 2022
Iht Wealth Management, LLC

Chicago, IL
SELL
 -
-4.84K
- 20.84%
$186K - $226K
18.4K $971K
Feb 09, 2023 Q4 2022
Huntington National Bank

Columbus, OH
SELL
 -
-4.91K
- 8.78%
$189K - $230K
51.1K $2.7M
Jan 26, 2023 Q4 2022
Comerica Bank

SELL
 -
-4.95K
- 14.11%
$190K - $231K
30.1K $1.59M
Feb 14, 2023 Q4 2022
Staley Capital Advisers Inc

SELL
 -
-5K
- 3.81%
$193K - $234K
126K $6.67M
Feb 14, 2023 Q4 2022
Equitable Holdings, Inc.

New York, NY
SELL
 -
-5.02K
- 1.93%
$193K - $235K
256K $13.5M
Feb 13, 2023 Q4 2022
Advisory Services Network, LLC

SELL
 -
-5.11K
- 3.41%
$197K - $239K
145K $7.64M
Feb 15, 2023 Q4 2022
Ncm Capital Management, LLC

Ramsey, NJ
SELL
 -
-5.22K
- 19.36%
$201K - $244K
21.7K $1.15M
Feb 14, 2023 Q4 2022
Y Intercept (Hong Kong) LTD

SELL
 -
-5.35K
Closed
$206K - $250K
0 $0
Feb 13, 2023 Q4 2022
Tobias Financial Advisors, Inc.

Plantation, FL
SELL
 -
-5.66K
- 21.32%
$218K - $264K
20.9K $1.1M
Feb 13, 2023 Q4 2022
Pitcairn CO

Jenkintown, PA
SELL
 -
-5.7K
- 7.59%
$219K - $266K
69.4K $3.67M
Jan 20, 2023 Q4 2022
Truadvice, LLC

Sarasota, FL
SELL
 -
-6.1K
- 11.23%
$235K - $285K
48.2K $2.55M
Jan 13, 2023 Q4 2022
Merit Financial Group, LLC

SELL
 -
-6.33K
- 2.23%
$244K - $296K
278K $14.7M
Feb 10, 2023 Q4 2022
Creative Planning

Overland Park, KS
SELL
 -
-6.35K
- 3.44%
$245K - $297K
178K $9.41M
Jan 12, 2023 Q4 2022
Mutual Advisors, LLC

Casper, WY
SELL
 -
-6.48K
- 7.46%
$250K - $303K
80.4K $4.25M
Jan 20, 2023 Q4 2022
Maripau Wealth Management LLC

Fort Wayne, IN
SELL
 -
-6.56K
- 8.96%
$253K - $307K
66.7K $3.52M
Feb 13, 2023 Q4 2022
Geo Wealth Management, LLC

Chicago, IL
SELL
 -
-6.79K
- 14.99%
$261K - $317K
38.5K $2.03M
Feb 01, 2023 Q4 2022
Hohimer Wealth Management, LLC

SELL
 -
-6.83K
- 59.91%
$263K - $319K
4.57K $241K
Jan 17, 2023 Q4 2022
Fortress Wealth Management, Inc.

SELL
 -
-7.06K
- 12.68%
$272K - $330K
48.6K $2.57M
Feb 14, 2023 Q4 2022
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-7.27K
- 16.39%
$280K - $340K
37.1K $1.96M
Feb 01, 2023 Q4 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
SELL
 -
-7.88K
- 40.75%
$303K - $368K
11.5K $605K
Jan 10, 2023 Q4 2022
Apella Capital, LLC

SELL
 -
-7.97K
- 2.28%
$307K - $372K
342K $18M
Feb 02, 2023 Q4 2022
Alera Investment Advisors, LLC

SELL
 -
-8.45K
- 19.32%
$325K - $395K
35.3K $1.86M
Feb 10, 2023 Q4 2022
Wsfs Capital Management, LLC

Philadelphia, PA
SELL
 -
-8.81K
- 28.59%
$339K - $412K
22K $1.16M
Feb 13, 2023 Q4 2022
Bokf, Na

Tulsa, OK
SELL
 -
-8.84K
- 2.12%
$340K - $413K
409K $21.6M
Feb 13, 2023 Q4 2022
1 St Source Bank

SELL
 -
-8.9K
- 2.47%
$342K - $416K
351K $18.5M
Jan 09, 2023 Q4 2022
Brookstone Capital Management

SELL
 -
-9.19K
- 5.36%
$354K - $429K
162K $8.56M

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