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 03, 2023
Q1 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-14.2K- 10.35% |
$649K - $712K
|
123K
$6.65M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-14.3K- 30.78% |
$650K - $713K
|
32K
$1.73M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-14.5K- 20.81% |
$660K - $724K
|
55.1K
$2.97M
|
|
|
Apr 10, 2023
Q1 2023
|
Lantz Financial LLC
|
SELL
|
- |
-14.6K- 24.25% |
$667K - $731K
|
45.7K
$2.46M
|
|
|
Apr 14, 2023
Q1 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-15.3K- 16.87% |
$697K - $765K
|
75.3K
$4.07M
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-15.7K- 3.05% |
$716K - $785K
|
498K
$26.9M
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-15.9K- 7.26% |
$725K - $795K
|
203K
$11M
|
|
|
May 10, 2023
Q1 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-16K- 23.49% |
$731K - $801K
|
52.2K
$2.82M
|
|
|
May 10, 2023
Q1 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-16.8K- 10.32% |
$765K - $839K
|
146K
$7.86M
|
|
|
May 15, 2023
Q1 2023
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-16.9K- 54.75% |
$773K - $848K
|
14K
$756K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-17.1K- 1.69% |
$782K - $857K
|
998K
$53.9M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-17.4K- 11.82% |
$794K - $871K
|
130K
$7.01M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
SELL
|
- |
-17.4K- 1.51% |
$794K - $871K
|
1.14M
$61.4M
|
|
|
May 05, 2023
Q1 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-17.6K- 46.44% |
$802K - $880K
|
20.3K
$1.09M
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-17.6K- 5.48% |
$803K - $880K
|
304K
$16.4M
|
|
|
Apr 21, 2023
Q1 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-18K- 8.25% |
$822K - $901K
|
201K
$10.8M
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-18.2K- 46.54% |
$831K - $912K
|
20.9K
$1.13M
|
|
|
May 02, 2023
Q1 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-18.6K- 20.89% |
$851K - $933K
|
70.6K
$3.81M
|
|
|
May 09, 2023
Q1 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-18.8K- 38.21% |
$858K - $941K
|
30.4K
$1.64M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-18.9K- 31.54% |
$862K - $945K
|
41K
$2.21M
|
|
|
May 09, 2023
Q1 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-19K- 7.75% |
$867K - $950K
|
226K
$12.2M
|
|
|
May 15, 2023
Q1 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-19.1K- 13.06% |
$870K - $954K
|
127K
$6.85M
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-19.1K- 10.37% |
$872K - $956K
|
165K
$8.92M
|
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-19.6K- 12.26% |
$894K - $980K
|
140K
$7.57M
|
|
|
May 15, 2023
Q1 2023
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-22K- 2.9% |
$1M - $1.1M
|
738K
$39.8M
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-23.1K- 2.79% |
$1.05M - $1.15M
|
803K
$43.3M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-24.3K- 8.98% |
$1.11M - $1.21M
|
246K
$13.3M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-24.3K- 24.6% |
$1.11M - $1.22M
|
74.6K
$4.02M
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-24.7K- 90.58% |
$1.12M - $1.23M
|
2.56K
$138K
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-24.7K- 7.28% |
$1.13M - $1.24M
|
315K
$17M
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-25K- 85.55% |
$1.14M - $1.25M
|
4.23K
$228K
|
|
|
May 15, 2023
Q1 2023
|
Washington Trust Bank
|
SELL
|
- |
-25.6K- 77.36% |
$1.17M - $1.28M
|
7.5K
$405K
|
|
|
May 02, 2023
Q1 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-26.8K- 8.38% |
$1.22M - $1.34M
|
293K
$15.8M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-27.2K- 11.88% |
$1.24M - $1.36M
|
202K
$10.9M
|
|
|
Apr 11, 2023
Q1 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-29.4K- 14.46% |
$1.34M - $1.47M
|
174K
$9.39M
|
|
|
May 03, 2023
Q1 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-29.8K- 25.53% |
$1.36M - $1.49M
|
87K
$4.7M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-29.9K- 19.86% |
$1.36M - $1.5M
|
121K
$6.51M
|
|
|
May 12, 2023
Q1 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-31.4K- 30.91% |
$1.43M - $1.57M
|
70.1K
$3.78M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-31.7K- 86.08% |
$1.45M - $1.59M
|
5.13K
$277K
|
|
|
Apr 28, 2023
Q1 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-33.2K- 23.13% |
$1.51M - $1.66M
|
110K
$5.96M
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-34.5K- 83.39% |
$1.57M - $1.72M
|
6.86K
$370K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-35.2K- 16.86% |
$1.61M - $1.76M
|
174K
$9.37M
|
|
|
Apr 20, 2023
Q1 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-36K- 53.95% |
$1.64M - $1.8M
|
30.8K
$1.66M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-36.9K- 7.72% |
$1.68M - $1.84M
|
441K
$23.8M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-36.9K- 7.72% |
$1.68M - $1.84M
|
441K
$23.8M
|
|
|
Apr 12, 2023
Q1 2023
|
One Advisory Partners, LLC
|
SELL
|
- |
-38.3K- 19.11% |
$1.75M - $1.91M
|
162K
$8.75M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-38.5K- 27.45% |
$1.75M - $1.92M
|
102K
$5.49M
|
|
|
Apr 20, 2023
Q1 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-39.2K- 19.23% |
$1.79M - $1.96M
|
165K
$8.88M
|
|
|
May 01, 2023
Q1 2023
|
Crestone Asset Management LLC
|
SELL
|
- |
-39.3K- 6.03% |
$1.79M - $1.96M
|
612K
$33M
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-39.6K- 9.69% |
$1.81M - $1.98M
|
369K
$19.9M
|