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 11, 2023
Q1 2023
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
12.7K+ 14.69% |
$579K - $635K
|
99.1K
$5.35M
|
|
|
Apr 21, 2023
Q1 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
12.6K+ 35.36% |
$572K - $628K
|
48K
$2.59M
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
12.5K+ 204.34% |
$569K - $624K
|
18.6K
$1M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
12.3K+ 45.23% |
$561K - $616K
|
39.5K
$2.13M
|
|
|
May 15, 2023
Q1 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
12.2KNew |
$557K - $611K
|
12.2K
$659K
|
|
|
May 12, 2023
Q1 2023
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
11.7K+ 33.94% |
$533K - $585K
|
46.1K
$2.49M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
11.7K+ 6.99% |
$532K - $583K
|
178K
$9.63M
|
|
|
May 09, 2023
Q1 2023
|
1 St Source Bank
|
BUY
|
- |
11.6K+ 3.31% |
$530K - $581K
|
362K
$19.5M
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
BUY
|
- |
10.9K+ 21.57% |
$497K - $546K
|
61.5K
$3.32M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
10.9K+ 1.52% |
$496K - $543K
|
726K
$39.2M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
10.5K+ 50.9% |
$479K - $525K
|
31.1K
$1.68M
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
10.3KNew |
$469K - $515K
|
10.3K
$555K
|
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
9.46K+ 122.85% |
$432K - $473K
|
17.2K
$926K
|
|
|
May 10, 2023
Q1 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
9.11K+ 14.46% |
$415K - $455K
|
72.1K
$3.89M
|
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
9.05K+ 55.62% |
$413K - $453K
|
25.3K
$1.37M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.44K+ 1.74% |
$385K - $422K
|
493K
$26.6M
|
|
|
Apr 19, 2023
Q1 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
8.32KNew |
$380K - $416K
|
8.32K
$449K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
8.14K+ 335.88% |
$371K - $407K
|
10.6K
$570K
|
|
|
May 11, 2023
Q1 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
7.78KNew |
$355K - $389K
|
7.78K
$420K
|
|
|
May 15, 2023
Q1 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
7.66K+ 8.62% |
$349K - $383K
|
96.4K
$5.2M
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
7.6K+ 60.63% |
$347K - $380K
|
20.1K
$1.09M
|
|
|
Apr 18, 2023
Q1 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
7.4K+ 4.93% |
$338K - $370K
|
158K
$8.51M
|
|
|
May 11, 2023
Q1 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
7.13KNew |
$325K - $357K
|
7.13K
$385K
|
|
|
Apr 18, 2023
Q1 2023
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
7.04K+ 9.46% |
$321K - $352K
|
81.4K
$4.39M
|
|
|
Apr 10, 2023
Q1 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
6.92K+ 10.43% |
$316K - $346K
|
73.3K
$3.95M
|
|
|
May 01, 2023
Q1 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
6.91KNew |
$315K - $346K
|
6.91K
$373K
|
|
|
May 15, 2023
Q1 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
6.79KNew |
$310K - $340K
|
6.79K
$366K
|
|
|
Apr 19, 2023
Q1 2023
|
Sol Capital Management CO
|
BUY
|
- |
6.64K+ 12.3% |
$303K - $332K
|
60.6K
$3.27M
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.59KNew |
$300K - $329K
|
6.59K
$355K
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
BUY
|
- |
6.57KNew |
$300K - $329K
|
6.57K
$355K
|
|
|
May 02, 2023
Q1 2023
|
Keeler T Homas Management LLC
|
BUY
|
- |
6.08KNew |
$277K - $304K
|
6.08K
$328K
|
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
6.08KNew |
$277K - $304K
|
6.08K
$328K
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
6.02K+ 12.31% |
$275K - $301K
|
54.9K
$2.96M
|
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
5.97KNew |
$272K - $299K
|
5.97K
$322K
|
|
|
May 05, 2023
Q1 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
5.92KNew |
$270K - $296K
|
5.92K
$320K
|
|
|
Apr 21, 2023
Q1 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
5.56KNew |
$254K - $278K
|
5.56K
$300K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.5K+ 2.33% |
$251K - $275K
|
242K
$13M
|
|
|
May 18, 2023
Q1 2023
|
Courier Capital LLC
|
BUY
|
- |
5.47KNew |
$250K - $274K
|
5.47K
$295K
|
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
5.4KNew |
$246K - $270K
|
5.4K
$292K
|
|
|
Apr 18, 2023
Q1 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
5.35K+ 8.32% |
$244K - $267K
|
69.6K
$3.75M
|
|
|
May 15, 2023
Q1 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
5.24KNew |
$239K - $262K
|
5.24K
$283K
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
BUY
|
- |
5.18KNew |
$236K - $259K
|
5.18K
$279K
|
|
|
May 01, 2023
Q1 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
5.15K+ 2.76% |
$235K - $258K
|
192K
$10.4M
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
5.11KNew |
$233K - $255K
|
5.11K
$276K
|
|
|
Apr 19, 2023
Q1 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
5.06KNew |
$231K - $253K
|
5.06K
$273K
|
|
|
May 12, 2023
Q1 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
4.96K+ 2.76% |
$226K - $248K
|
184K
$9.95M
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
4.88KNew |
$223K - $244K
|
4.88K
$263K
|
|
|
Apr 21, 2023
Q1 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
4.87KNew |
$222K - $244K
|
4.87K
$263K
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
4.83KNew |
$220K - $242K
|
4.83K
$261K
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.79K+ 4.95% |
$218K - $239K
|
101K
$5.48M
|