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 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
31+ 0.58% |
$1.41K - $1.55K
|
5.37K
$290K
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
28+ 8.62% |
$1.28K - $1.4K
|
353
$19K
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
26New |
$1.19K - $1.3K
|
26
$1.4K
|
|
Aug 07, 2023
Q1 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
25+ 0.05% |
$1.14K - $1.25K
|
48.8K
$2.63M
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
15+ 1.07% |
$684 - $750
|
1.41K
$76.1K
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3+ 0.44% |
$137 - $150
|
680
$36.7K
|
|
Apr 27, 2023
Q1 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
1+ 0.01% |
$45.6 - $50
|
7.97K
$430K
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1New |
$45.6 - $50
|
1
$54
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-2- 0.01% |
$91.2 - $100
|
33.3K
$1.8M
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-8- 2.97% |
$365 - $400
|
261
$14.1K
|
|
May 05, 2023
Q1 2023
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-11- 0.16% |
$502 - $550
|
6.67K
$360K
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-11- 0.13% |
$502 - $550
|
8.32K
$449K
|
|
May 11, 2023
Q1 2023
|
Plancorp, LLC
|
SELL
|
- |
-20- 0.01% |
$912 - $1K
|
288K
$15.5M
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-23- 0.47% |
$1.05K - $1.15K
|
4.83K
$261K
|
|
May 09, 2023
Q1 2023
|
Integrity Financial Corp
|
SELL
|
- |
-23- 11.22% |
$1.05K - $1.15K
|
182
$9.82K
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-27Closed |
$1.23K - $1.35K
|
0
$0
|
|
Apr 28, 2023
Q1 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-31- 16.15% |
$1.41K - $1.55K
|
161
$8.69K
|
|
Apr 13, 2023
Q1 2023
|
Bremer Bank National Association
|
SELL
|
- |
-34- 0.07% |
$1.55K - $1.7K
|
47.7K
$2.57M
|
|
Apr 27, 2023
Q1 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-36- 0.29% |
$1.64K - $1.8K
|
12.3K
$662K
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-40- 0.36% |
$1.82K - $2K
|
11.2K
$605K
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-42- 0.47% |
$1.92K - $2.1K
|
8.87K
$479K
|
|
Apr 19, 2023
Q1 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-46- 0.42% |
$2.1K - $2.3K
|
10.8K
$584K
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-53- 0.91% |
$2.42K - $2.65K
|
5.8K
$313K
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-64- 2.26% |
$2.92K - $3.2K
|
2.77K
$150K
|
|
May 15, 2023
Q1 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-74- 1.01% |
$3.38K - $3.7K
|
7.22K
$389K
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
SELL
|
- |
-75- 23.73% |
$3.42K - $3.75K
|
241
$13K
|
|
May 12, 2023
Q1 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-75- 3.59% |
$3.42K - $3.75K
|
2.01K
$109K
|
|
May 04, 2023
Q1 2023
|
Ma Private Wealth
|
SELL
|
- |
-79- 0.79% |
$3.6K - $3.95K
|
9.97K
$538K
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-81- 3.6% |
$3.69K - $4.05K
|
2.17K
$117K
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-84- 53.85% |
$3.83K - $4.2K
|
72
$3.89K
|
|
May 12, 2023
Q1 2023
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-90- 0.09% |
$4.1K - $4.5K
|
97.2K
$5.24M
|
|
May 02, 2023
Q1 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-100- 1.88% |
$4.56K - $5K
|
5.21K
$281K
|
|
May 15, 2023
Q1 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-103- 0.26% |
$4.7K - $5.15K
|
38.9K
$2.1M
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-104- 0.49% |
$4.74K - $5.2K
|
21K
$1.13M
|
|
Apr 27, 2023
Q1 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-109- 0.72% |
$4.97K - $5.45K
|
15.1K
$813K
|
|
May 05, 2023
Q1 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-109- 0.97% |
$4.97K - $5.45K
|
11.2K
$603K
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-112- 17.18% |
$5.11K - $5.6K
|
540
$29.1K
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-147- 96.71% |
$6.7K - $7.35K
|
5
$270
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-158- 2.26% |
$7.21K - $7.9K
|
6.85K
$370K
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-169- 2.5% |
$7.71K - $8.45K
|
6.59K
$356K
|
|
May 15, 2023
Q1 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-211- 2.76% |
$9.62K - $10.6K
|
7.43K
$401K
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-212- 0.71% |
$9.67K - $10.6K
|
29.6K
$1.6M
|
|
Apr 19, 2023
Q1 2023
|
Dentgroup LLC
|
SELL
|
- |
-247- 1.76% |
$11.3K - $12.4K
|
13.8K
$744K
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-273- 4.14% |
$12.5K - $13.7K
|
6.32K
$341K
|
|
Apr 21, 2023
Q1 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-296- 4.74% |
$13.5K - $14.8K
|
5.95K
$321K
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-321- 4.57% |
$14.6K - $16.1K
|
6.71K
$362K
|
|
May 05, 2023
Q1 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-337- 11.47% |
$15.4K - $16.9K
|
2.6K
$140K
|
|
Apr 24, 2023
Q1 2023
|
Essex Savings Bank
|
SELL
|
- |
-343- 3.19% |
$15.6K - $17.2K
|
10.4K
$561K
|
|
May 10, 2023
Q1 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-344- 3.73% |
$15.7K - $17.2K
|
8.88K
$479K
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-347- 5.31% |
$15.8K - $17.4K
|
6.19K
$334K
|