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 |
|---|---|---|---|---|---|---|---|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.5K+ 8.96% |
$452K - $477K
|
116K
$6.2M
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.5K+ 8.96% |
$452K - $477K
|
116K
$6.2M
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
9.33K+ 23.54% |
$444K - $469K
|
49K
$2.63M
|
|
|
Aug 08, 2023
Q2 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
9.3K+ 9.33% |
$443K - $467K
|
109K
$5.85M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
9.23K+ 5.31% |
$439K - $464K
|
183K
$9.82M
|
|
|
Jul 12, 2023
Q2 2023
|
Collective Family Office LLC
|
BUY
|
- |
9.13K+ 14.76% |
$435K - $459K
|
71K
$3.81M
|
|
|
Jul 21, 2023
Q2 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
8.72KNew |
$415K - $438K
|
8.72K
$468K
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
8.25K+ 1.66% |
$393K - $414K
|
504K
$27.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
8.23KNew |
$392K - $414K
|
8.23K
$442K
|
|
|
Jul 17, 2023
Q2 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
8.16K+ 4.07% |
$388K - $410K
|
209K
$11.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Well Done, LLC
|
BUY
|
- |
7.9KNew |
$376K - $397K
|
7.9K
$424K
|
|
|
Jan 30, 2024
Q2 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
7.75KNew |
$369K - $389K
|
7.75K
$416K
|
|
|
Jul 11, 2023
Q2 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
7.7KNew |
$367K - $387K
|
7.7K
$414K
|
|
|
Aug 07, 2023
Q2 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
7.47KNew |
$356K - $375K
|
7.47K
$401K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7.27K+ 13.2% |
$346K - $365K
|
62.4K
$3.35M
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
7.26K+ 2.3% |
$345K - $365K
|
322K
$17.3M
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
7.15KNew |
$340K - $359K
|
7.15K
$384K
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
7.14K+ 17.36% |
$340K - $359K
|
48.3K
$2.59M
|
|
|
Aug 11, 2023
Q2 2023
|
True Private Wealth Advisors
|
BUY
|
- |
6.96K+ 39.24% |
$331K - $350K
|
24.7K
$1.33M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.94K+ 77.09% |
$330K - $349K
|
15.9K
$856K
|
|
|
Jul 13, 2023
Q2 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
6.82K+ 4.33% |
$325K - $343K
|
164K
$8.84M
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
6.68K+ 1265.72% |
$318K - $336K
|
7.21K
$387K
|
|
|
Aug 03, 2023
Q2 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
6.59K+ 10.3% |
$314K - $331K
|
70.6K
$3.79M
|
|
|
Aug 02, 2023
Q2 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
6.48K+ 21.8% |
$308K - $325K
|
36.2K
$1.94M
|
|
|
Aug 02, 2023
Q2 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
6.41KNew |
$305K - $322K
|
6.41K
$344K
|
|
|
Aug 11, 2023
Q2 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
6.4KNew |
$305K - $322K
|
6.4K
$344K
|
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
6.34K+ 3.21% |
$302K - $318K
|
204K
$11M
|
|
|
Aug 08, 2023
Q2 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
6.16K+ 27.87% |
$293K - $310K
|
28.3K
$1.52M
|
|
|
Aug 04, 2023
Q2 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
6.15KNew |
$293K - $309K
|
6.15K
$330K
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
6.12K+ 6.71% |
$291K - $307K
|
97.3K
$5.22M
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
6.09KNew |
$290K - $306K
|
6.09K
$327K
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
6.02KNew |
$287K - $303K
|
6.02K
$324K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
6K+ 276.8% |
$286K - $301K
|
8.17K
$439K
|
|
|
Jul 26, 2023
Q2 2023
|
West Wealth Group, LLC
|
BUY
|
- |
5.98K+ 2.23% |
$285K - $300K
|
275K
$14.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
5.91K+ 52.9% |
$281K - $297K
|
17.1K
$917K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
5.9K+ 19.36% |
$281K - $297K
|
36.4K
$1.96M
|
|
|
Jul 19, 2023
Q2 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
5.9K+ 3.07% |
$281K - $296K
|
198K
$10.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.74K+ 4.64% |
$273K - $289K
|
130K
$6.96M
|
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
5.62KNew |
$268K - $283K
|
5.62K
$302K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5.6K+ 9.82% |
$267K - $281K
|
62.7K
$3.37M
|
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
5.56K+ 10.77% |
$265K - $279K
|
57.1K
$3.07M
|
|
|
Jul 18, 2023
Q2 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
5.51KNew |
$262K - $277K
|
5.51K
$296K
|
|
|
Jul 27, 2023
Q2 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
5.48KNew |
$261K - $275K
|
5.48K
$294K
|
|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
5.46K+ 0.47% |
$260K - $274K
|
1.17M
$63.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
5.42KNew |
$258K - $272K
|
5.42K
$291K
|
|
|
Jul 19, 2023
Q2 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
5.41K+ 4.38% |
$257K - $272K
|
129K
$6.91M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.31K+ 94.39% |
$253K - $267K
|
10.9K
$588K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
5.31K+ 155.9% |
$253K - $267K
|
8.72K
$468K
|
|
|
Aug 14, 2023
Q2 2023
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
5.29K+ 6.01% |
$252K - $266K
|
93.2K
$5.01M
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
5.27K+ 7.99% |
$251K - $265K
|
71.2K
$3.83M
|