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 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-38.5K- 27.45% |
$1.75M - $1.92M
|
102K
$5.81M
|
|
|
Apr 20, 2023
Q1 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-39.2K- 19.23% |
$1.79M - $1.96M
|
165K
$9.39M
|
|
|
May 01, 2023
Q1 2023
|
Crestone Asset Management LLC
|
SELL
|
- |
-39.3K- 6.03% |
$1.79M - $1.96M
|
612K
$35M
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-39.6K- 9.69% |
$1.81M - $1.98M
|
369K
$21.1M
|
|
|
May 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-40.5K- 40.86% |
$1.85M - $2.02M
|
58.6K
$3.34M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-41K- 15.37% |
$1.87M - $2.05M
|
226K
$12.9M
|
|
|
May 01, 2023
Q1 2023
|
Tnf LLC
|
SELL
|
- |
-41K- 17.43% |
$1.87M - $2.05M
|
194K
$11.1M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-41.6K- 29.45% |
$1.9M - $2.08M
|
99.7K
$5.69M
|
|
|
Apr 24, 2023
Q1 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-42.2K- 2.8% |
$1.93M - $2.11M
|
1.47M
$83.8M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-42.6K- 3.65% |
$1.94M - $2.13M
|
1.13M
$64.3M
|
|
|
May 12, 2023
Q1 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-43K- 23.81% |
$1.96M - $2.15M
|
138K
$7.86M
|
|
|
May 03, 2023
Q1 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-43.3K- 29.44% |
$1.98M - $2.17M
|
104K
$5.93M
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-43.8K- 31.53% |
$2M - $2.19M
|
95.2K
$5.44M
|
|
|
May 12, 2023
Q1 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-44K- 24.97% |
$2.01M - $2.2M
|
132K
$7.56M
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-44.5K- 8.24% |
$2.03M - $2.23M
|
496K
$28.3M
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-45.2K- 85.81% |
$2.06M - $2.26M
|
7.48K
$427K
|
|
|
Apr 06, 2023
Q1 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-46.2K- 14.66% |
$2.1M - $2.31M
|
269K
$15.3M
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-46.5K- 67.27% |
$2.12M - $2.32M
|
22.6K
$1.29M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-47.9K- 29.52% |
$2.18M - $2.39M
|
114K
$6.53M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-48.6K- 14.22% |
$2.22M - $2.43M
|
293K
$16.7M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-49.2K- 42.72% |
$2.24M - $2.46M
|
66K
$3.77M
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-49.7K- 20.09% |
$2.27M - $2.49M
|
198K
$11.3M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-51.6K- 18.6% |
$2.36M - $2.58M
|
226K
$12.9M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-53.8K- 25.54% |
$2.45M - $2.69M
|
157K
$8.95M
|
|
|
Apr 20, 2023
Q1 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-54.6K- 15.81% |
$2.49M - $2.73M
|
290K
$16.6M
|
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-55.1K- 17.55% |
$2.51M - $2.76M
|
259K
$14.8M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-55.4K- 29.94% |
$2.53M - $2.77M
|
130K
$7.41M
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-56.7K- 20.3% |
$2.59M - $2.84M
|
223K
$12.7M
|
|
|
May 11, 2023
Q1 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-57.1K- 23.49% |
$2.6M - $2.86M
|
186K
$10.6M
|
|
|
May 15, 2023
Q1 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-57.3K- 25.56% |
$2.61M - $2.87M
|
167K
$9.53M
|
|
|
Apr 28, 2023
Q1 2023
|
Keystone Financial Services
|
SELL
|
- |
-57.7K- 22.46% |
$2.63M - $2.88M
|
199K
$11.4M
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-59.5K- 27.83% |
$2.71M - $2.97M
|
154K
$8.8M
|
|
|
Apr 28, 2023
Q1 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-60.6K- 17.09% |
$2.76M - $3.03M
|
294K
$16.8M
|
|
|
May 11, 2023
Q1 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-62.1K- 56.54% |
$2.83M - $3.11M
|
47.7K
$2.72M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-62.1K- 19.97% |
$2.83M - $3.11M
|
249K
$14.2M
|
|
|
Apr 28, 2023
Q1 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-64.5K- 8.25% |
$2.94M - $3.22M
|
717K
$40.9M
|
|
|
Jul 25, 2023
Q1 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-65.1K- 78.38% |
$2.97M - $3.26M
|
18K
$1.03M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-66.5K- 5.07% |
$3.03M - $3.33M
|
1.24M
$71M
|
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-68K- 50.99% |
$3.1M - $3.4M
|
65.3K
$3.73M
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-69.4K- 14.45% |
$3.16M - $3.47M
|
411K
$23.4M
|
|
|
Apr 14, 2023
Q1 2023
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-69.7K- 87.79% |
$3.18M - $3.49M
|
9.7K
$554K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-71.8K- 73.9% |
$3.28M - $3.59M
|
25.4K
$1.45M
|
|
|
Apr 10, 2023
Q1 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-74.1K- 57.34% |
$3.38M - $3.7M
|
55.1K
$3.15M
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
SELL
|
- |
-75.8K- 5.54% |
$3.46M - $3.79M
|
1.29M
$73.8M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-77.4K- 20.96% |
$3.53M - $3.87M
|
292K
$16.7M
|
|
|
May 02, 2023
Q1 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-81.4K- 34.29% |
$3.71M - $4.07M
|
156K
$8.9M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-82.1K- 9.87% |
$3.75M - $4.11M
|
750K
$42.8M
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-85.1K- 23.59% |
$3.88M - $4.26M
|
275K
$15.7M
|
|
|
May 02, 2023
Q1 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-87.1K- 30.72% |
$3.97M - $4.36M
|
196K
$11.2M
|
|
|
Apr 18, 2023
Q1 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-98.3K- 23.58% |
$4.48M - $4.92M
|
319K
$18.2M
|