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
|
Addison Advisors LLC
|
BUY
|
- |
480+ 101.91% |
$21.9K - $24K
|
951
$51.3K
|
|
|
May 04, 2023
Q1 2023
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
465+ 8.46% |
$21.2K - $23.3K
|
5.96K
$322K
|
|
|
May 05, 2023
Q1 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
461+ 0.92% |
$21K - $23.1K
|
50.5K
$2.72M
|
|
|
May 08, 2023
Q1 2023
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
374+ 0.16% |
$17.1K - $18.7K
|
230K
$12.4M
|
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
367New |
$16.7K - $18.4K
|
367
$19.8K
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
347+ 6.79% |
$15.8K - $17.4K
|
5.46K
$294K
|
|
|
Apr 24, 2023
Q1 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
339+ 1.62% |
$15.5K - $17K
|
21.2K
$1.15M
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
332New |
$15.1K - $16.6K
|
332
$17.9K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
327+ 3.05% |
$14.9K - $16.4K
|
11K
$595K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
322New |
$14.7K - $16.1K
|
322
$17.4K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
300New |
$13.7K - $15K
|
300
$16.2K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
285New |
$13K - $14.3K
|
285
$15.4K
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
283+ 196.53% |
$12.9K - $14.2K
|
427
$23K
|
|
|
Apr 11, 2023
Q1 2023
|
Harbor Group, Inc.
|
BUY
|
- |
263+ 2.75% |
$12K - $13.2K
|
9.82K
$530K
|
|
|
Apr 20, 2023
Q1 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
262+ 5.29% |
$11.9K - $13.1K
|
5.22K
$281K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
249+ 1.89% |
$11.4K - $12.5K
|
13.4K
$725K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
240New |
$10.9K - $12K
|
240
$13K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
238New |
$10.9K - $11.9K
|
238
$12.8K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
237New |
$10.8K - $11.9K
|
237
$12.8K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
226New |
$10.3K - $11.3K
|
226
$12.2K
|
|
|
Apr 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
BUY
|
- |
220+ 66.07% |
$10K - $11K
|
553
$29.8K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
219+ 1152.63% |
$9.99K - $11K
|
238
$12.8K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
218+ 2.52% |
$9.94K - $10.9K
|
8.87K
$478K
|
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
214New |
$9.76K - $10.7K
|
214
$11.5K
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
210+ 14.23% |
$9.58K - $10.5K
|
1.69K
$91K
|
|
|
May 09, 2023
Q1 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
194New |
$8.85K - $9.7K
|
194
$10.5K
|
|
|
May 10, 2023
Q1 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
186New |
$8.48K - $9.3K
|
186
$10K
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
BUY
|
- |
172+ 1.9% |
$7.84K - $8.6K
|
9.21K
$497K
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
154+ 1.89% |
$7.02K - $7.7K
|
8.28K
$447K
|
|
|
May 10, 2023
Q1 2023
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
117+ 1.1% |
$5.34K - $5.85K
|
10.8K
$581K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
106+ 0.92% |
$4.83K - $5.3K
|
11.6K
$627K
|
|
|
Apr 18, 2023
Q1 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
96+ 19.92% |
$4.38K - $4.8K
|
578
$31.2K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
95New |
$4.33K - $4.75K
|
95
$5.13K
|
|
|
Nov 16, 2023
Q1 2023
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
89+ 1.48% |
$4.06K - $4.45K
|
6.09K
$329K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
88+ 1760.0% |
$4.01K - $4.4K
|
93
$5.02K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
82New |
$3.74K - $4.1K
|
82
$4.42K
|
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
80+ 0.19% |
$3.65K - $4K
|
43.2K
$2.33M
|
|
|
May 05, 2023
Q1 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
79+ 1.39% |
$3.6K - $3.95K
|
5.77K
$311K
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
75+ 0.05% |
$3.42K - $3.75K
|
154K
$8.3M
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
72+ 0.3% |
$3.28K - $3.6K
|
24.3K
$1.31M
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
62+ 1.09% |
$2.83K - $3.1K
|
5.77K
$311K
|
|
|
Apr 14, 2023
Q1 2023
|
Ade, LLC
|
BUY
|
- |
61+ 0.11% |
$2.78K - $3.05K
|
56K
$3.02M
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
BUY
|
- |
53+ 0.25% |
$2.42K - $2.65K
|
21.2K
$1.15M
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
52New |
$2.37K - $2.6K
|
52
$2.81K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
51+ 47.66% |
$2.33K - $2.55K
|
158
$8.53K
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
45New |
$2.05K - $2.25K
|
45
$2.43K
|
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
43+ 3.57% |
$1.96K - $2.15K
|
1.25K
$67.2K
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
41+ 4.07% |
$1.87K - $2.05K
|
1.05K
$56.6K
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
40+ 0.53% |
$1.82K - $2K
|
7.59K
$410K
|
|
|
May 15, 2023
Q1 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
34+ 0.13% |
$1.55K - $1.7K
|
26.6K
$1.43M
|