Purchases and Sales Made in Q1 2023 in Msci Eafe Value ETF (EFV)
This table provides information about the institutional ownership of Msci Eafe Value ETF (EFV) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2023
Q1 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-2.61K- 2.78% |
$119K - $131K
|
91.5K
$4.94M
|
|
|
May 10, 2023
Q1 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-2.72K- 2.64% |
$124K - $136K
|
100K
$5.41M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.86K- 15.55% |
$130K - $143K
|
15.5K
$839K
|
|
|
Apr 21, 2023
Q1 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-2.91K- 30.19% |
$133K - $145K
|
6.72K
$363K
|
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-2.99K- 3.09% |
$136K - $150K
|
94K
$5.07M
|
|
|
Apr 06, 2023
Q1 2023
|
Veracity Capital LLC
|
SELL
|
- |
-3.21K- 26.1% |
$147K - $161K
|
9.1K
$491K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-3.27K- 79.62% |
$149K - $164K
|
838
$45.2K
|
|
|
Apr 10, 2023
Q1 2023
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-3.28K- 14.26% |
$149K - $164K
|
19.7K
$1.06M
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-3.32K- 3.51% |
$151K - $166K
|
91.1K
$4.92M
|
|
|
May 15, 2023
Q1 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-3.39K- 13.29% |
$155K - $170K
|
22.1K
$1.19M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-3.43K- 10.14% |
$156K - $172K
|
30.4K
$1.64M
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-3.47K- 8.27% |
$158K - $173K
|
38.4K
$2.07M
|
|
|
May 05, 2023
Q1 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-3.48K- 22.43% |
$159K - $174K
|
12K
$650K
|
|
|
Apr 17, 2023
Q1 2023
|
Connable Office Inc
|
SELL
|
- |
-3.72K- 1.83% |
$170K - $186K
|
200K
$10.8M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.73K- 1.18% |
$170K - $187K
|
313K
$16.9M
|
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-3.75K- 6.24% |
$171K - $188K
|
56.4K
$3.04M
|
|
|
May 05, 2023
Q1 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-3.9K- 10.36% |
$178K - $195K
|
33.7K
$1.82M
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3.91K- 11.21% |
$178K - $196K
|
31K
$1.67M
|
|
|
Apr 26, 2023
Q1 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-3.92K- 29.99% |
$179K - $196K
|
9.16K
$494K
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-3.96K- 5.53% |
$181K - $198K
|
67.7K
$3.65M
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-4.07K- 12.59% |
$185K - $203K
|
28.2K
$1.52M
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-4.09K- 6.68% |
$186K - $204K
|
57.1K
$3.08M
|
|
|
May 08, 2023
Q1 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-4.1K- 12.89% |
$187K - $205K
|
27.7K
$1.5M
|
|
|
May 16, 2023
Q1 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-4.12K- 15.97% |
$188K - $206K
|
21.7K
$1.17M
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-4.13K- 10.25% |
$188K - $206K
|
36.1K
$1.95M
|
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-4.16K- 15.78% |
$190K - $208K
|
22.2K
$1.2M
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-4.18K- 27.64% |
$191K - $209K
|
10.9K
$591K
|
|
|
Apr 20, 2023
Q1 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-4.27K- 7.42% |
$195K - $213K
|
53.3K
$2.87M
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-4.32K- 38.64% |
$197K - $216K
|
6.86K
$370K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-4.52K- 12.8% |
$206K - $226K
|
30.8K
$1.66M
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-4.53K- 10.25% |
$206K - $226K
|
39.6K
$2.14M
|
|
|
May 15, 2023
Q1 2023
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-4.64K- 23.47% |
$211K - $232K
|
15.1K
$816K
|
|
|
Apr 20, 2023
Q1 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-4.64K- 3.16% |
$212K - $232K
|
142K
$7.66M
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.7K- 19.48% |
$214K - $235K
|
19.4K
$1.05M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-4.71K- 4.83% |
$215K - $236K
|
92.8K
$5.01M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.92K- 12.97% |
$224K - $246K
|
33K
$1.78M
|
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-4.93K- 39.51% |
$225K - $246K
|
7.54K
$407K
|
|
|
May 11, 2023
Q1 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-4.94K- 41.95% |
$225K - $247K
|
6.84K
$369K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-5.26K- 6.1% |
$240K - $263K
|
81K
$4.37M
|
|
|
May 15, 2023
Q1 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-5.38K- 8.42% |
$245K - $269K
|
58.5K
$3.15M
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.44K- 14.14% |
$248K - $272K
|
33K
$1.78M
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-5.56K- 25.05% |
$254K - $278K
|
16.6K
$897K
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-5.56K- 25.05% |
$254K - $278K
|
16.6K
$897K
|
|
|
May 11, 2023
Q1 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-5.57K- 24.88% |
$254K - $279K
|
16.8K
$907K
|
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-5.57K- 11.93% |
$254K - $279K
|
41.1K
$2.22M
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-5.6K- 3.96% |
$255K - $280K
|
136K
$7.33M
|
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-5.62K- 24.07% |
$256K - $281K
|
17.7K
$957K
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.82K- 15.83% |
$266K - $291K
|
31K
$1.67M
|
|
|
Apr 20, 2023
Q1 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-5.85K- 4.95% |
$267K - $293K
|
112K
$6.07M
|
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-6K- 17.37% |
$274K - $300K
|
28.5K
$1.54M
|