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 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
46.7K+ 6.75% |
$2.13M - $2.34M
|
739K
$42.2M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
43.4K+ 9.49% |
$1.98M - $2.17M
|
501K
$28.6M
|
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
41.3K+ 35.54% |
$1.88M - $2.07M
|
158K
$9M
|
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
BUY
|
- |
41.3K+ 214.84% |
$1.88M - $2.07M
|
60.5K
$3.46M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
36.5K+ 1.82% |
$1.67M - $1.83M
|
2.04M
$117M
|
|
|
Apr 20, 2023
Q1 2023
|
G&S Capital LLC
|
BUY
|
- |
34.6K+ 290.25% |
$1.58M - $1.73M
|
46.5K
$2.65M
|
|
|
May 15, 2023
Q1 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
34.3K+ 23.61% |
$1.57M - $1.72M
|
180K
$10.3M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
34K+ 37.86% |
$1.55M - $1.7M
|
124K
$7.07M
|
|
|
Feb 07, 2025
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
33.5K+ 19.72% |
$1.53M - $1.68M
|
203K
$11.6M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
32.5K+ 4.3% |
$1.48M - $1.63M
|
789K
$45.1M
|
|
|
Apr 19, 2023
Q1 2023
|
Covenant Partners, LLC
|
BUY
|
- |
32.3K+ 5.95% |
$1.47M - $1.61M
|
574K
$32.8M
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
32K+ 416.46% |
$1.46M - $1.6M
|
39.6K
$2.26M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
31.9K+ 59.88% |
$1.45M - $1.6M
|
85.2K
$4.86M
|
|
|
May 02, 2023
Q1 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
30.3K+ 516.91% |
$1.38M - $1.51M
|
36.1K
$2.06M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
29.6K+ 38.55% |
$1.35M - $1.48M
|
106K
$6.08M
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
29.4K+ 87.12% |
$1.34M - $1.47M
|
63.1K
$3.6M
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
29.2KNew |
$1.33M - $1.46M
|
29.2K
$1.67M
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
27.9K+ 35.42% |
$1.27M - $1.4M
|
107K
$6.09M
|
|
|
May 02, 2023
Q1 2023
|
Friedenthal Financial
|
BUY
|
- |
27.6KNew |
$1.26M - $1.38M
|
27.6K
$1.57M
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
27K+ 11.89% |
$1.23M - $1.35M
|
254K
$14.5M
|
|
|
May 15, 2023
Q1 2023
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
25.4KNew |
$1.16M - $1.27M
|
25.4K
$1.45M
|
|
|
Apr 27, 2023
Q1 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
25K+ 19.96% |
$1.14M - $1.25M
|
150K
$8.57M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
24.6K+ 66.05% |
$1.12M - $1.23M
|
61.8K
$3.53M
|
|
|
Apr 26, 2023
Q1 2023
|
Financial Life Advisors
|
BUY
|
- |
22.4K+ 12.62% |
$1.02M - $1.12M
|
200K
$11.4M
|
|
|
Apr 25, 2023
Q1 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
21.5K+ 34.89% |
$980K - $1.07M
|
83.1K
$4.74M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
21.2K+ 185.4% |
$969K - $1.06M
|
32.7K
$1.87M
|
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
21KNew |
$957K - $1.05M
|
21K
$1.2M
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
20.9K+ 19.63% |
$953K - $1.05M
|
127K
$7.27M
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
20.2K+ 242.27% |
$921K - $1.01M
|
28.5K
$1.63M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
20.1K+ 15.95% |
$917K - $1.01M
|
146K
$8.35M
|
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
19.8KNew |
$905K - $992K
|
19.8K
$1.13M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
19.4K+ 9.82% |
$883K - $968K
|
217K
$12.4M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
19.3K+ 25.04% |
$882K - $967K
|
96.6K
$5.51M
|
|
|
May 12, 2023
Q1 2023
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
18.6KNew |
$847K - $929K
|
18.6K
$1.06M
|
|
|
May 09, 2023
Q1 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
17.8K+ 11.92% |
$812K - $891K
|
167K
$9.55M
|
|
|
May 15, 2023
Q1 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
16.8K+ 1.73% |
$766K - $840K
|
989K
$56.5M
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
16.5K+ 22.22% |
$752K - $825K
|
90.7K
$5.18M
|
|
|
Apr 19, 2023
Q1 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
15.8K+ 113.71% |
$721K - $790K
|
29.7K
$1.7M
|
|
|
May 15, 2023
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
15.8K+ 8.41% |
$720K - $790K
|
203K
$11.6M
|
|
|
May 15, 2023
Q1 2023
|
Townsend & Associates, Inc
|
BUY
|
- |
15.7K+ 14.16% |
$718K - $787K
|
127K
$7.24M
|
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
15.5K+ 18.43% |
$707K - $776K
|
99.6K
$5.69M
|
|
|
May 01, 2023
Q1 2023
|
Sierra Capital LLC
|
BUY
|
- |
15.3KNew |
$696K - $763K
|
15.3K
$871K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
15.2K+ 45.97% |
$694K - $761K
|
48.3K
$2.76M
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
14.6K+ 65.34% |
$666K - $731K
|
37K
$2.11M
|
|
|
May 15, 2023
Q1 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
14.3K+ 83.15% |
$650K - $713K
|
31.4K
$1.79M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
13.8K+ 73.53% |
$630K - $691K
|
32.6K
$1.86M
|
|
|
Apr 27, 2023
Q1 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
13.6K+ 26.79% |
$620K - $680K
|
64.3K
$3.67M
|
|
|
Apr 14, 2023
Q1 2023
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
13.5KNew |
$616K - $676K
|
13.5K
$771K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
13.2K+ 32.47% |
$604K - $662K
|
54K
$3.08M
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
12.9KNew |
$588K - $645K
|
12.9K
$736K
|