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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
5.19K+ 24.8% |
$247K - $261K
|
26.1K
$1.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
4.83K+ 4.36% |
$230K - $243K
|
115K
$6.2M
|
|
|
Jul 18, 2023
Q2 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
4.8K+ 81.34% |
$228K - $241K
|
10.7K
$575K
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4.79K+ 25.76% |
$228K - $240K
|
23.4K
$1.26M
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4.71K+ 3.37% |
$224K - $237K
|
144K
$7.76M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
4.63K+ 16.9% |
$220K - $233K
|
32K
$1.72M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.54K+ 1.82% |
$216K - $228K
|
253K
$13.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
4.47K+ 274.69% |
$213K - $225K
|
6.1K
$328K
|
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.45K+ 25.94% |
$212K - $224K
|
21.6K
$1.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
4.42K+ 14.08% |
$210K - $222K
|
35.8K
$1.92M
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
4.38KNew |
$208K - $220K
|
4.38K
$235K
|
|
|
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
4.31K+ 12.94% |
$205K - $216K
|
37.6K
$2.02M
|
|
|
Aug 02, 2023
Q2 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
4.27K+ 5.92% |
$203K - $215K
|
76.3K
$4.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
4.18KNew |
$199K - $210K
|
4.18K
$224K
|
|
|
Aug 09, 2023
Q2 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
4.15KNew |
$197K - $208K
|
4.15K
$223K
|
|
|
Jul 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
BUY
|
- |
4.09K+ 6.75% |
$194K - $205K
|
64.6K
$3.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
4K+ 81.97% |
$190K - $201K
|
8.88K
$477K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
3.92K+ 0.49% |
$187K - $197K
|
807K
$43.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
3.9K+ 1.33% |
$186K - $196K
|
298K
$16M
|
|
|
Jul 31, 2023
Q2 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
3.82K+ 1.3% |
$182K - $192K
|
297K
$16M
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
3.8K+ 384.62% |
$181K - $191K
|
4.79K
$257K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
3.8K+ 36.89% |
$181K - $191K
|
14.1K
$757K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
3.67K+ 17.84% |
$175K - $184K
|
24.2K
$1.3M
|
|
|
Jul 05, 2023
Q2 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
3.6K+ 2.19% |
$171K - $181K
|
168K
$9.03M
|
|
|
Jul 07, 2023
Q2 2023
|
First Citizens Financial Corp
|
BUY
|
- |
3.4K+ 29.44% |
$162K - $171K
|
14.9K
$803K
|
|
|
Jul 06, 2023
Q2 2023
|
Dentgroup LLC
|
BUY
|
- |
3.38K+ 24.5% |
$161K - $170K
|
17.2K
$922K
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
3.34K+ 5.11% |
$159K - $168K
|
68.7K
$3.69M
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3.28K+ 9.63% |
$156K - $165K
|
37.3K
$2M
|
|
|
Jul 26, 2023
Q2 2023
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
3.26K+ 3.45% |
$155K - $164K
|
97.7K
$5.25M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.25K+ 3.26% |
$155K - $163K
|
103K
$5.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.15K+ 0.05% |
$150K - $158K
|
6.86M
$368M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
3.09K+ 6.24% |
$147K - $155K
|
52.5K
$2.82M
|
|
|
Jul 21, 2023
Q2 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
2.98K+ 12.5% |
$142K - $150K
|
26.8K
$1.44M
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2.92K+ 3.06% |
$139K - $147K
|
98.4K
$5.28M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.9K+ 20.6% |
$138K - $145K
|
16.9K
$910K
|
|
|
Jul 13, 2023
Q2 2023
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
2.82K+ 2.85% |
$134K - $142K
|
102K
$5.47M
|
|
|
Aug 10, 2023
Q2 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
2.77KNew |
$132K - $139K
|
2.77K
$149K
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.72K+ 1.26% |
$129K - $137K
|
219K
$11.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2.71K+ 161.14% |
$129K - $136K
|
4.4K
$236K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.71KNew |
$129K - $136K
|
2.71K
$146K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.7K+ 2.53% |
$128K - $135K
|
109K
$5.86M
|
|
|
Jul 19, 2023
Q2 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
2.68K+ 3.55% |
$127K - $134K
|
78K
$4.19M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.66K+ 29.94% |
$126K - $133K
|
11.5K
$619K
|
|
|
Aug 10, 2023
Q2 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
2.65K+ 21.84% |
$126K - $133K
|
14.8K
$795K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2.63KNew |
$125K - $132K
|
2.63K
$141K
|
|
|
Jul 26, 2023
Q2 2023
|
First American Trust, Fsb
|
BUY
|
- |
2.59K+ 2.76% |
$123K - $130K
|
96.3K
$5.17M
|
|
|
Jul 26, 2023
Q2 2023
|
Sol Capital Management CO
|
BUY
|
- |
2.59K+ 4.28% |
$123K - $130K
|
63.2K
$3.39M
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2.58K+ 4.7% |
$123K - $130K
|
57.5K
$3.09M
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.57K+ 43.09% |
$122K - $129K
|
8.54K
$459K
|
|
|
Aug 15, 2023
Q2 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
2.44K+ 0.79% |
$116K - $123K
|
312K
$16.8M
|