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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-6.13K- 27.41% |
$279K - $307K
|
16.2K
$872K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-6.23K- 14.46% |
$284K - $311K
|
36.8K
$1.98M
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-6.23K- 1.33% |
$284K - $312K
|
463K
$24.9M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-6.39K- 16.83% |
$291K - $320K
|
31.6K
$1.7M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-6.43K- 8.21% |
$293K - $322K
|
71.9K
$3.86M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6.5K- 5.78% |
$297K - $325K
|
106K
$5.69M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-6.66K- 92.26% |
$304K - $333K
|
559
$30K
|
|
|
Apr 18, 2023
Q1 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-6.7K- 19.12% |
$306K - $335K
|
28.4K
$1.52M
|
|
|
Apr 26, 2023
Q1 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-6.73K- 22.01% |
$307K - $337K
|
23.9K
$1.28M
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-6.8K- 28.86% |
$310K - $340K
|
16.8K
$900K
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-6.86K- 58.41% |
$313K - $343K
|
4.88K
$262K
|
|
|
May 12, 2023
Q1 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-7.19K- 4.64% |
$328K - $360K
|
148K
$7.93M
|
|
|
May 11, 2023
Q1 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-7.2K- 8.23% |
$328K - $360K
|
80.3K
$4.31M
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-7.36K- 11.95% |
$336K - $368K
|
54.2K
$2.91M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-7.56K- 31.69% |
$345K - $378K
|
16.3K
$876K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-7.62K- 22.46% |
$348K - $381K
|
26.3K
$1.41M
|
|
|
May 03, 2023
Q1 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-7.75K- 20.77% |
$354K - $388K
|
29.6K
$1.59M
|
|
|
May 12, 2023
Q1 2023
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-7.79K- 7.62% |
$355K - $390K
|
94.5K
$5.07M
|
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-8.16K- 1.57% |
$372K - $408K
|
511K
$27.4M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-8.21K- 22.16% |
$375K - $411K
|
28.8K
$1.55M
|
|
|
May 10, 2023
Q1 2023
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-8.23K- 11.4% |
$375K - $412K
|
64K
$3.44M
|
|
|
May 11, 2023
Q1 2023
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-8.4K- 3.09% |
$383K - $420K
|
263K
$14.1M
|
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
SELL
|
- |
-8.74K- 20.79% |
$399K - $437K
|
33.3K
$1.79M
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-8.75K- 8.38% |
$399K - $438K
|
95.6K
$5.14M
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-8.99K- 84.67% |
$410K - $450K
|
1.63K
$87.4K
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-9.01K- 19.86% |
$411K - $451K
|
36.4K
$1.95M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-9.09K- 6.28% |
$415K - $455K
|
136K
$7.29M
|
|
|
Apr 11, 2023
Q1 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-9.38K- 15.38% |
$428K - $469K
|
51.6K
$2.77M
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-9.48K- 13.94% |
$432K - $474K
|
58.6K
$3.15M
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-9.51K- 41.84% |
$434K - $476K
|
13.2K
$710K
|
|
|
Apr 28, 2023
Q1 2023
|
Abrdn PLC
|
SELL
|
- |
-9.82K- 27.62% |
$448K - $491K
|
25.7K
$1.38M
|
|
|
Jun 20, 2024
Q1 2023
|
Abrdn PLC
|
SELL
|
- |
-9.82K- 27.62% |
$448K - $491K
|
25.7K
$1.38M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-9.88K- 9.19% |
$451K - $494K
|
97.6K
$5.24M
|
|
|
Apr 26, 2023
Q1 2023
|
Flc Capital Advisors
|
SELL
|
- |
-9.96K- 23.21% |
$454K - $498K
|
32.9K
$1.77M
|
|
|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-10.2K- 4.13% |
$467K - $513K
|
238K
$12.8M
|
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-10.3K- 21.25% |
$468K - $513K
|
38K
$2.04M
|
|
|
May 08, 2023
Q1 2023
|
Weil Company, Inc.
|
SELL
|
- |
-10.3K- 23.91% |
$469K - $514K
|
32.7K
$1.76M
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-10.3K- 17.65% |
$471K - $516K
|
48.2K
$2.59M
|
|
|
Apr 18, 2023
Q1 2023
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-10.6K- 7.29% |
$484K - $531K
|
135K
$7.25M
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-10.7K- 22.86% |
$486K - $533K
|
36K
$1.93M
|
|
|
Apr 26, 2023
Q1 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-10.9K- 12.1% |
$497K - $545K
|
79.2K
$4.25M
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-11K- 3.92% |
$500K - $548K
|
269K
$14.4M
|
|
|
May 01, 2023
Q1 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-11.1K- 31.45% |
$506K - $555K
|
24.2K
$1.3M
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-12.1K- 30.62% |
$552K - $605K
|
27.4K
$1.47M
|
|
|
Apr 19, 2023
Q1 2023
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-12.3K- 50.94% |
$561K - $615K
|
11.8K
$636K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-12.4K- 22.5% |
$567K - $622K
|
42.8K
$2.3M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-12.9K- 13.85% |
$586K - $643K
|
79.9K
$4.29M
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-13.3K- 33.96% |
$605K - $663K
|
25.8K
$1.39M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-13.9K- 3.21% |
$632K - $694K
|
418K
$22.4M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-14.2K- 5.47% |
$649K - $712K
|
246K
$13.2M
|