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 07, 2023
Q2 2023
|
Cooper Financial Group
|
BUY
|
- |
1.02K+ 3.05% |
$48.4K - $51.1K
|
34.3K
$1.84M
|
|
|
Jul 17, 2023
Q2 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
1.01K+ 6.8% |
$48.2K - $50.8K
|
15.9K
$854K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
1K+ 0.42% |
$47.8K - $50.4K
|
240K
$12.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
BUY
|
- |
1K+ 2.34% |
$47.6K - $50.2K
|
43.7K
$2.35M
|
|
|
Aug 11, 2023
Q2 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
986+ 2.53% |
$46.9K - $49.5K
|
39.9K
$2.14M
|
|
|
Aug 10, 2023
Q2 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
975+ 14.11% |
$46.4K - $49K
|
7.88K
$423K
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
959+ 15.5% |
$45.6K - $48.2K
|
7.15K
$384K
|
|
|
Aug 01, 2023
Q2 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
929+ 13.86% |
$44.2K - $46.7K
|
7.63K
$410K
|
|
|
Aug 03, 2023
Q2 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
919+ 4.33% |
$43.7K - $46.2K
|
22.1K
$1.19M
|
|
|
Jul 10, 2023
Q2 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
902+ 3.58% |
$42.9K - $45.3K
|
26.1K
$1.4M
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
900+ 12.62% |
$42.8K - $45.2K
|
8.03K
$431K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
894+ 15.41% |
$42.6K - $44.9K
|
6.7K
$360K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
889+ 2.46% |
$42.3K - $44.7K
|
37K
$1.99M
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
869+ 10.49% |
$41.4K - $43.7K
|
9.15K
$492K
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
851+ 6.44% |
$40.5K - $42.8K
|
14.1K
$755K
|
|
|
Aug 03, 2023
Q2 2023
|
Campion Asset Management
|
BUY
|
- |
845+ 3.78% |
$40.2K - $42.5K
|
23.2K
$1.25M
|
|
|
Aug 15, 2023
Q2 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
800+ 0.64% |
$38.1K - $40.2K
|
126K
$6.77M
|
|
|
Jul 27, 2023
Q2 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
792+ 4.73% |
$37.7K - $39.8K
|
17.6K
$943K
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
766New |
$36.5K - $38.5K
|
766
$41.1K
|
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
764+ 3.51% |
$36.4K - $38.4K
|
22.5K
$1.21M
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
764+ 122.04% |
$36.4K - $38.4K
|
1.39K
$74.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
748+ 0.63% |
$35.6K - $37.6K
|
120K
$6.43M
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
700+ 1.2% |
$33.3K - $35.2K
|
59.3K
$3.18M
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
697+ 0.45% |
$33.2K - $35K
|
155K
$8.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Biechele Royce Advisors
|
BUY
|
- |
695+ 14.93% |
$33.1K - $34.9K
|
5.35K
$287K
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
688+ 6.28% |
$32.7K - $34.6K
|
11.6K
$625K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
641New |
$30.5K - $32.2K
|
641
$34.4K
|
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
630+ 5.74% |
$30K - $31.7K
|
11.6K
$623K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
627+ 0.65% |
$29.8K - $31.5K
|
97.2K
$5.22M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
611+ 8.92% |
$29.1K - $30.7K
|
7.46K
$401K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
599New |
$28.5K - $30.1K
|
599
$32.2K
|
|
|
Jul 25, 2023
Q2 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
581+ 1.91% |
$27.7K - $29.2K
|
31K
$1.67M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
565+ 1.71% |
$26.9K - $28.4K
|
33.6K
$1.8M
|
|
|
Feb 16, 2024
Q2 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
565+ 6.93% |
$26.9K - $28.4K
|
8.72K
$468K
|
|
|
Jul 26, 2023
Q2 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
560+ 9.92% |
$26.7K - $28.1K
|
6.2K
$333K
|
|
|
Jul 18, 2023
Q2 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
557+ 0.95% |
$26.5K - $28K
|
59.3K
$3.19M
|
|
|
Jul 18, 2023
Q2 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
556+ 96.19% |
$26.5K - $27.9K
|
1.13K
$60.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
553+ 9.36% |
$26.3K - $27.8K
|
6.46K
$347K
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
520+ 4.26% |
$24.8K - $26.1K
|
12.7K
$684K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
515+ 87.88% |
$24.5K - $25.9K
|
1.1K
$59.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
472New |
$22.5K - $23.7K
|
472
$25.4K
|
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
436+ 3.88% |
$20.8K - $21.9K
|
11.7K
$626K
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
435+ 457.89% |
$20.7K - $21.9K
|
530
$28.5K
|
|
|
Jul 17, 2023
Q2 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
433+ 0.4% |
$20.6K - $21.8K
|
109K
$5.88M
|
|
|
Aug 04, 2023
Q2 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
430+ 7.73% |
$20.5K - $21.6K
|
5.99K
$322K
|
|
|
Aug 04, 2023
Q2 2023
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
430+ 2.67% |
$20.5K - $21.6K
|
16.5K
$888K
|
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
429+ 6.84% |
$20.4K - $21.6K
|
6.7K
$360K
|
|
|
Aug 01, 2023
Q2 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
427+ 0.6% |
$20.3K - $21.5K
|
71.1K
$3.82M
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
418+ 1.06% |
$19.9K - $21K
|
40K
$2.15M
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
411New |
$19.6K - $20.6K
|
411
$22.1K
|