Purchases and Sales Made in Q2 2023 in Msci Eafe Value ETF (EFV)
This table provides information about the institutional ownership of Msci Eafe Value ETF (EFV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.17K- 16.99% |
$55.5K - $58.6K
|
5.7K
$306K
|
|
|
Aug 04, 2023
Q2 2023
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-1.17K- 10.61% |
$55.8K - $58.9K
|
9.88K
$530K
|
|
|
Aug 14, 2023
Q2 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-1.24K- 13.06% |
$58.9K - $62.1K
|
8.23K
$442K
|
|
|
Jul 13, 2023
Q2 2023
|
Falcon Wealth Planning
|
SELL
|
- |
-1.24K- 5.79% |
$59.1K - $62.3K
|
20.2K
$1.09M
|
|
|
Aug 07, 2023
Q2 2023
|
Connable Office Inc
|
SELL
|
- |
-1.24K- 0.62% |
$59.1K - $62.4K
|
199K
$10.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.25K- 4.42% |
$59.4K - $62.7K
|
27K
$1.45M
|
|
|
Jul 24, 2023
Q2 2023
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-1.26K- 1.54% |
$59.9K - $63.2K
|
80.2K
$4.31M
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
SELL
|
- |
-1.28K- 9.89% |
$60.7K - $64.1K
|
11.6K
$624K
|
|
|
Jul 10, 2023
Q2 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-1.28K- 11.77% |
$60.7K - $64.1K
|
9.55K
$513K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.28K- 1.06% |
$60.9K - $64.3K
|
119K
$6.42M
|
|
|
Jul 27, 2023
Q2 2023
|
Rockland Trust CO
|
SELL
|
- |
-1.29K- 1.39% |
$61.2K - $64.6K
|
91.5K
$4.91M
|
|
|
Jul 19, 2023
Q2 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-1.34K- 1.29% |
$63.7K - $67.3K
|
103K
$5.51M
|
|
|
Jul 26, 2023
Q2 2023
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-1.36K- 2.9% |
$64.8K - $68.4K
|
45.6K
$2.45M
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.42K- 2.69% |
$67.4K - $71.1K
|
51.2K
$2.75M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.43K- 9.25% |
$68.2K - $72K
|
14.1K
$755K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.48K- 5.84% |
$70.5K - $74.5K
|
23.9K
$1.28M
|
|
|
Jul 26, 2023
Q2 2023
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-1.48K- 12.52% |
$70.6K - $74.5K
|
10.4K
$556K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.49K- 0.47% |
$70.8K - $74.7K
|
312K
$16.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-1.49K- 0.96% |
$70.8K - $74.8K
|
153K
$8.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.5K- 1.76% |
$71.4K - $75.4K
|
83.7K
$4.49M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-1.59K- 1.09% |
$75.6K - $79.8K
|
145K
$7.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.59K- 1.11% |
$75.9K - $80.1K
|
142K
$7.63M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.59K- 0.71% |
$75.9K - $80.1K
|
224K
$12.1M
|
|
|
Jul 10, 2023
Q2 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-1.68K- 0.97% |
$80K - $84.5K
|
172K
$9.25M
|
|
|
Aug 07, 2023
Q2 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.68K- 1.68% |
$80.1K - $84.5K
|
98.6K
$5.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.71K- 8.03% |
$81.2K - $85.7K
|
19.5K
$1.05M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.73K- 14.39% |
$82.3K - $86.8K
|
10.3K
$552K
|
|
|
Jul 24, 2023
Q2 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-1.75K- 16.21% |
$83.1K - $87.7K
|
9.02K
$484K
|
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.75K- 1.86% |
$83.1K - $87.7K
|
92.2K
$4.95M
|
|
|
Aug 11, 2023
Q2 2023
|
Virtus Family Office LLC
El Paso, TX |
SELL
|
- |
-1.79K- 11.2% |
$85.3K - $90K
|
14.2K
$762K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.91K- 4.66% |
$90.9K - $95.9K
|
39.1K
$2.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-1.94K- 9.82% |
$92.1K - $97.2K
|
17.8K
$954K
|
|
|
Jul 27, 2023
Q2 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-1.96K- 6.91% |
$93.2K - $98.4K
|
26.4K
$1.42M
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.01K- 18.24% |
$95.8K - $101K
|
9.02K
$484K
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-2.06K- 1.63% |
$97.9K - $103K
|
124K
$6.65M
|
|
|
Jul 25, 2023
Q2 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-2.07K- 2.26% |
$98.3K - $104K
|
89.4K
$4.8M
|
|
|
Jul 14, 2023
Q2 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-2.09K- 6.25% |
$99.3K - $105K
|
31.3K
$1.68M
|
|
|
Jul 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-2.13K- 31.63% |
$101K - $107K
|
4.6K
$247K
|
|
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-2.14K- 3.05% |
$102K - $108K
|
68K
$3.65M
|
|
|
Aug 28, 2024
Q2 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-2.24K- 15.49% |
$106K - $112K
|
12.2K
$655K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.24K- 7.25% |
$107K - $113K
|
28.7K
$1.54M
|
|
|
Jul 24, 2023
Q2 2023
|
Carlson Capital Management
|
SELL
|
- |
-2.3K- 1.64% |
$109K - $115K
|
138K
$7.39M
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-2.34K- 1.05% |
$111K - $118K
|
220K
$11.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-2.4K- 20.52% |
$114K - $121K
|
9.3K
$499K
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
SELL
|
- |
-2.41K- 5.2% |
$115K - $121K
|
43.8K
$2.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-2.42K- 36.69% |
$115K - $121K
|
4.17K
$224K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.45K- 0.83% |
$116K - $123K
|
291K
$15.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-2.45K- 8.84% |
$117K - $123K
|
25.3K
$1.36M
|
|
|
Jul 19, 2023
Q2 2023
|
Essex Savings Bank
|
SELL
|
- |
-2.56K- 24.65% |
$122K - $129K
|
7.83K
$421K
|
|
|
Jul 26, 2023
Q2 2023
|
Simplicity Wealth,Llc
|
SELL
|
- |
-2.58K- 1.72% |
$123K - $130K
|
148K
$7.93M
|