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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
7.73K+ 19.84% |
$297K - $361K
|
46.7K
$2.47M
|
|
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
7.7KNew |
$297K - $360K
|
7.7K
$408K
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
7.68KNew |
$295K - $359K
|
7.68K
$407K
|
|
|
Feb 13, 2023
Q4 2022
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
7.64KNew |
$294K - $357K
|
7.64K
$405K
|
|
|
Feb 09, 2023
Q4 2022
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
7.59KNew |
$292K - $354K
|
7.59K
$402K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
7.56KNew |
$291K - $353K
|
7.56K
$401K
|
|
|
Feb 14, 2023
Q4 2022
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
7.54K+ 4.36% |
$290K - $352K
|
181K
$9.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
7.53KNew |
$290K - $352K
|
7.53K
$399K
|
|
|
Feb 10, 2023
Q4 2022
|
Claris Advisors, LLC
|
BUY
|
- |
7.5KNew |
$289K - $350K
|
7.5K
$397K
|
|
|
Feb 10, 2023
Q4 2022
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
7.33KNew |
$282K - $343K
|
7.33K
$388K
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
7.3KNew |
$281K - $341K
|
7.3K
$387K
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
7.03KNew |
$271K - $328K
|
7.03K
$372K
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
7.01KNew |
$270K - $327K
|
7.01K
$371K
|
|
|
Jan 30, 2023
Q4 2022
|
Paragon Advisors, LLC
|
BUY
|
- |
6.92K+ 16.92% |
$266K - $323K
|
47.8K
$2.53M
|
|
|
Feb 13, 2023
Q4 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
6.91K+ 4.44% |
$266K - $323K
|
163K
$8.61M
|
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
6.87K+ 51.18% |
$264K - $321K
|
20.3K
$1.07M
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
6.85KNew |
$264K - $320K
|
6.85K
$363K
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
6.76K+ 24.27% |
$260K - $316K
|
34.6K
$1.83M
|
|
|
Feb 01, 2023
Q4 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
6.74KNew |
$259K - $315K
|
6.74K
$357K
|
|
|
Feb 06, 2023
Q4 2022
|
Stegner Investment Associates Inc.
|
BUY
|
- |
6.71K+ 22.15% |
$258K - $313K
|
37K
$1.96M
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6.54KNew |
$252K - $305K
|
6.54K
$346K
|
|
|
Feb 07, 2023
Q4 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
6.37K+ 7.69% |
$245K - $298K
|
89.3K
$4.73M
|
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
6.33KNew |
$244K - $296K
|
6.33K
$335K
|
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
6.17KNew |
$238K - $288K
|
6.17K
$327K
|
|
|
Jan 27, 2023
Q4 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
6.1KNew |
$235K - $285K
|
6.1K
$323K
|
|
|
Feb 01, 2023
Q4 2022
|
Crestone Asset Management LLC
|
BUY
|
- |
6.08K+ 0.94% |
$234K - $284K
|
652K
$34.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
6.05K+ 3.33% |
$233K - $283K
|
188K
$9.94M
|
|
|
Feb 15, 2023
Q4 2022
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
6KNew |
$231K - $280K
|
6K
$318K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Capital Management LLC
|
BUY
|
- |
5.98KNew |
$230K - $279K
|
5.98K
$317K
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
5.95K+ 17.92% |
$229K - $278K
|
39.2K
$2.07M
|
|
|
Dec 19, 2024
Q4 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
5.9KNew |
$227K - $276K
|
5.9K
$312K
|
|
|
Jan 19, 2023
Q4 2022
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
5.88KNew |
$226K - $275K
|
5.88K
$311K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.83K+ 12.93% |
$224K - $272K
|
50.9K
$2.7M
|
|
|
Jan 31, 2023
Q4 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
5.78KNew |
$223K - $270K
|
5.78K
$306K
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
5.72KNew |
$220K - $267K
|
5.72K
$303K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.71K+ 11.52% |
$220K - $267K
|
55.2K
$2.92M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
5.69KNew |
$219K - $266K
|
5.69K
$301K
|
|
|
Jan 24, 2023
Q4 2022
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
5.64KNew |
$217K - $264K
|
5.64K
$299K
|
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
5.56K+ 33.43% |
$214K - $260K
|
22.2K
$1.18M
|
|
|
Feb 09, 2023
Q4 2022
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
5.55K+ 3.19% |
$214K - $259K
|
179K
$9.51M
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
5.55K+ 19.62% |
$214K - $259K
|
33.8K
$1.79M
|
|
|
Feb 13, 2023
Q4 2022
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
5.5KNew |
$212K - $257K
|
5.5K
$291K
|
|
|
Jan 26, 2023
Q4 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
5.45K+ 2.56% |
$210K - $255K
|
219K
$11.6M
|
|
|
Jan 09, 2023
Q4 2022
|
Dentgroup LLC
|
BUY
|
- |
5.41K+ 62.77% |
$208K - $253K
|
14K
$743K
|
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.34KNew |
$206K - $249K
|
5.34K
$283K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
BUY
|
- |
5.33KNew |
$205K - $249K
|
5.33K
$282K
|
|
|
Jun 27, 2023
Q4 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
5.32KNew |
$205K - $248K
|
5.32K
$282K
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
5.23K+ 6.34% |
$201K - $245K
|
87.8K
$4.65M
|
|
|
Feb 08, 2023
Q4 2022
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
5.15KNew |
$198K - $241K
|
5.15K
$273K
|
|
|
Feb 07, 2023
Q4 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
5.11K+ 5.22% |
$197K - $239K
|
103K
$5.46M
|