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
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
58.7K+ 78.71% |
$2.26M - $2.74M
|
133K
$7.06M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
58.1K+ 101.95% |
$2.24M - $2.72M
|
115K
$6.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
57.6K+ 318.92% |
$2.22M - $2.69M
|
75.7K
$4.01M
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
57K+ 8.98% |
$2.2M - $2.66M
|
692K
$36.7M
|
|
|
Jan 30, 2023
Q4 2022
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
56.3KNew |
$2.17M - $2.63M
|
56.3K
$2.98M
|
|
|
Jan 27, 2023
Q4 2022
|
Ade, LLC
|
BUY
|
- |
55.9KNew |
$2.15M - $2.61M
|
55.9K
$2.96M
|
|
|
Jan 19, 2023
Q4 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
55.1K+ 74.46% |
$2.12M - $2.58M
|
129K
$6.84M
|
|
|
Feb 14, 2023
Q4 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
54.8K+ 15.01% |
$2.11M - $2.56M
|
420K
$22.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
52.7KNew |
$2.03M - $2.46M
|
52.7K
$2.79M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
51.1K+ 29.55% |
$1.97M - $2.39M
|
224K
$11.9M
|
|
|
Jan 20, 2023
Q4 2022
|
Domani Wealth, LLC
|
BUY
|
- |
50.6KNew |
$1.95M - $2.36M
|
50.6K
$2.68M
|
|
|
Feb 08, 2023
Q4 2022
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
49K+ 211.65% |
$1.89M - $2.29M
|
72.2K
$3.83M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
49K+ 6.02% |
$1.89M - $2.29M
|
864K
$45.8M
|
|
|
Jan 12, 2023
Q4 2022
|
Bremer Bank National Association
|
BUY
|
- |
47.7KNew |
$1.84M - $2.23M
|
47.7K
$2.53M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
46.7K+ 25.63% |
$1.8M - $2.18M
|
229K
$12.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
46.5K+ 46.73% |
$1.79M - $2.17M
|
146K
$7.73M
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
46.4K+ 100.54% |
$1.79M - $2.17M
|
92.6K
$4.91M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
45.4K+ 102.19% |
$1.75M - $2.12M
|
89.9K
$4.76M
|
|
|
Feb 06, 2023
Q4 2022
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
39.2KNew |
$1.51M - $1.83M
|
39.2K
$2.08M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Management Solutions, LLC
|
BUY
|
- |
37.9KNew |
$1.46M - $1.77M
|
37.9K
$2.01M
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
37.7K+ 36.33% |
$1.45M - $1.76M
|
141K
$7.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
37.5K+ 8.48% |
$1.44M - $1.75M
|
479K
$25.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
37.3KNew |
$1.44M - $1.74M
|
37.3K
$1.98M
|
|
|
Feb 09, 2023
Q4 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
37.3K+ 44.38% |
$1.44M - $1.74M
|
121K
$6.42M
|
|
|
Feb 06, 2023
Q4 2022
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
36.4K+ 37.29% |
$1.4M - $1.7M
|
134K
$7.11M
|
|
|
Jun 20, 2024
Q4 2022
|
Abrdn PLC
|
BUY
|
- |
35.6KNew |
$1.37M - $1.66M
|
35.6K
$1.88M
|
|
|
Jan 26, 2023
Q4 2022
|
Legacy Financial Group LLC
|
BUY
|
- |
35.5KNew |
$1.37M - $1.66M
|
35.5K
$1.88M
|
|
|
Jan 31, 2023
Q4 2022
|
Sage Financial Group Inc
|
BUY
|
- |
35.1KNew |
$1.35M - $1.64M
|
35.1K
$1.86M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
34.6K+ 1025.99% |
$1.33M - $1.62M
|
37.9K
$2.01M
|
|
|
Feb 02, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
34.5KNew |
$1.33M - $1.61M
|
34.5K
$1.83M
|
|
|
Jan 24, 2023
Q4 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
34.4K+ 10.75% |
$1.33M - $1.61M
|
355K
$18.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
33.8K+ 75.1% |
$1.3M - $1.58M
|
78.8K
$4.17M
|
|
|
Jan 30, 2023
Q4 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
33.7K+ 8.79% |
$1.3M - $1.57M
|
417K
$22.1M
|
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
33.7KNew |
$1.3M - $1.57M
|
33.7K
$1.78M
|
|
|
Feb 23, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
33.7K+ 97.44% |
$1.3M - $1.57M
|
68.2K
$3.61M
|
|
|
Feb 06, 2023
Q4 2022
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
33.3KNew |
$1.28M - $1.55M
|
33.3K
$1.76M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
33.2K+ 18.93% |
$1.28M - $1.55M
|
209K
$11.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
33K+ 398.78% |
$1.27M - $1.54M
|
41.3K
$2.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
32.8K+ 30.52% |
$1.26M - $1.53M
|
140K
$7.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
32.5K+ 7.26% |
$1.25M - $1.52M
|
480K
$25.4M
|
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
32.3KNew |
$1.24M - $1.51M
|
32.3K
$1.71M
|
|
|
Feb 09, 2023
Q4 2022
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
32.2KNew |
$1.24M - $1.5M
|
32.2K
$1.71M
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
32K+ 188.61% |
$1.23M - $1.49M
|
48.9K
$2.59M
|
|
|
Feb 10, 2023
Q4 2022
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
30.9KNew |
$1.19M - $1.45M
|
30.9K
$1.64M
|
|
|
Jan 27, 2023
Q4 2022
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
30.6KNew |
$1.18M - $1.43M
|
30.6K
$1.62M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
30.5K+ 19.74% |
$1.18M - $1.43M
|
185K
$9.81M
|
|
|
Jan 12, 2023
Q4 2022
|
Riverwater Partners LLC
|
BUY
|
- |
29.7KNew |
$1.14M - $1.39M
|
29.7K
$1.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
29.6KNew |
$1.14M - $1.38M
|
29.6K
$1.57M
|
|
|
Jan 18, 2023
Q4 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
29.6KNew |
$1.14M - $1.38M
|
29.6K
$1.57M
|
|
|
Feb 03, 2023
Q4 2022
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
28.8KNew |
$1.11M - $1.35M
|
28.8K
$1.53M
|