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 27, 2023
Q2 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.35K+ 2.7% |
$112K - $118K
|
89.4K
$4.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
2.34K+ 44.66% |
$111K - $118K
|
7.58K
$407K
|
|
|
Aug 23, 2023
Q2 2023
|
Tnf LLC
|
BUY
|
- |
2.32K+ 1.2% |
$111K - $117K
|
197K
$10.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
2.29K+ 51.77% |
$109K - $115K
|
6.72K
$361K
|
|
|
Aug 08, 2023
Q2 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
2.24K+ 30.14% |
$107K - $113K
|
9.67K
$519K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.24K+ 6.21% |
$106K - $112K
|
38.2K
$2.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.19K+ 42.66% |
$104K - $110K
|
7.31K
$393K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
2.19K+ 1.32% |
$104K - $110K
|
167K
$8.99M
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
2.19K+ 1.32% |
$104K - $110K
|
167K
$8.99M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2.12K+ 76.59% |
$101K - $107K
|
4.9K
$263K
|
|
|
Jul 12, 2023
Q2 2023
|
One Advisory Partners, LLC
|
BUY
|
- |
2.07K+ 1.28% |
$98.5K - $104K
|
164K
$8.82M
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
2.05K+ 5.98% |
$97.6K - $103K
|
36.3K
$1.95M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.97K+ 7.49% |
$93.9K - $99.1K
|
28.3K
$1.52M
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
1.95K+ 39.94% |
$92.8K - $98K
|
6.83K
$367K
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.92K+ 6.21% |
$91.5K - $96.6K
|
32.9K
$1.77M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.86K+ 8.69% |
$88.5K - $93.4K
|
23.3K
$1.25M
|
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.85K+ 1.4% |
$88.3K - $93.1K
|
134K
$7.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.83K+ 5.7% |
$86.9K - $91.7K
|
33.9K
$1.82M
|
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.81K+ 15.53% |
$86.3K - $91.1K
|
13.5K
$725K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
1.79K+ 1.57% |
$85.2K - $89.9K
|
116K
$6.24M
|
|
|
Jul 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
1.75K+ 0.58% |
$83.3K - $87.9K
|
305K
$16.4M
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
1.75K+ 63.3% |
$83.2K - $87.8K
|
4.51K
$242K
|
|
|
Aug 10, 2023
Q2 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
1.7K+ 0.64% |
$80.7K - $85.2K
|
265K
$14.2M
|
|
|
Jul 27, 2023
Q2 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.66K+ 13.32% |
$78.9K - $83.2K
|
14.1K
$757K
|
|
|
Jul 14, 2023
Q2 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
1.66K+ 2.75% |
$78.9K - $83.2K
|
61.8K
$3.32M
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.62K+ 24.22% |
$77.3K - $81.6K
|
8.33K
$447K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.55K+ 2.45% |
$73.7K - $77.8K
|
64.7K
$3.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
1.53K+ 4.65% |
$72.6K - $76.6K
|
34.3K
$1.84M
|
|
|
Jul 26, 2023
Q2 2023
|
Patten Group, Inc.
|
BUY
|
- |
1.52K+ 7.64% |
$72.3K - $76.3K
|
21.4K
$1.15M
|
|
|
Aug 08, 2023
Q2 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
1.5K+ 9.25% |
$71.4K - $75.4K
|
17.7K
$952K
|
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
1.45K+ 20.74% |
$69K - $72.8K
|
8.44K
$453K
|
|
|
Aug 23, 2023
Q2 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
1.44K+ 12.12% |
$68.6K - $72.4K
|
13.3K
$716K
|
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1.42K+ 22.38% |
$67.7K - $71.5K
|
7.78K
$418K
|
|
|
Jul 12, 2023
Q2 2023
|
Lantz Financial LLC
|
BUY
|
- |
1.42K+ 3.11% |
$67.7K - $71.4K
|
47.1K
$2.53M
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
1.41K+ 2.78% |
$67K - $70.7K
|
52K
$2.79M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.41K+ 0.12% |
$66.9K - $70.6K
|
1.13M
$60.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.39K+ 1.67% |
$66K - $69.6K
|
84.5K
$4.54M
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
1.33K+ 356.15% |
$63.4K - $66.9K
|
1.71K
$91.6K
|
|
|
Jul 20, 2023
Q2 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
1.29K+ 10.28% |
$61.3K - $64.7K
|
13.8K
$742K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.27K+ 8.15% |
$60.3K - $63.6K
|
16.8K
$903K
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.26K+ 24.73% |
$60.1K - $63.5K
|
6.37K
$342K
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
1.24K+ 2.64% |
$59.1K - $62.3K
|
48.2K
$2.59M
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.22K+ 8.2% |
$58.2K - $61.4K
|
16.1K
$867K
|
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.2KNew |
$57.1K - $60.2K
|
1.2K
$64.4K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.16K+ 386.33% |
$55.2K - $58.2K
|
1.46K
$78.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.07K+ 1.11% |
$50.7K - $53.6K
|
97.5K
$5.24M
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.06K+ 59.42% |
$50.3K - $53.1K
|
2.84K
$152K
|
|
|
Aug 04, 2023
Q2 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.05K+ 3.6% |
$49.9K - $52.7K
|
30.2K
$1.62M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.04K+ 0.66% |
$49.6K - $52.4K
|
158K
$8.48M
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.03K+ 3.13% |
$49.2K - $51.9K
|
34.1K
$1.83M
|