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 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
405+ 4.43% |
$19.3K - $20.3K
|
9.55K
$513K
|
|
|
Jul 31, 2023
Q2 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
403+ 6.42% |
$19.2K - $20.2K
|
6.68K
$359K
|
|
|
Jul 18, 2023
Q2 2023
|
Riverwater Partners LLC
|
BUY
|
- |
397+ 1.34% |
$18.9K - $19.9K
|
30.1K
$1.62M
|
|
|
Jul 26, 2023
Q2 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
381+ 0.19% |
$18.1K - $19.1K
|
197K
$10.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
376+ 0.22% |
$17.9K - $18.9K
|
168K
$9M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
375New |
$17.9K - $18.8K
|
375
$20.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
362+ 29.05% |
$17.2K - $18.2K
|
1.61K
$86.4K
|
|
|
Jul 13, 2023
Q2 2023
|
Harbor Group, Inc.
|
BUY
|
- |
353+ 3.6% |
$16.8K - $17.7K
|
10.2K
$546K
|
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
349+ 6.32% |
$16.6K - $17.5K
|
5.87K
$315K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
346+ 14.06% |
$16.5K - $17.4K
|
2.81K
$151K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
331+ 0.4% |
$15.8K - $16.6K
|
83.4K
$4.48M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
323+ 5.11% |
$15.4K - $16.2K
|
6.64K
$357K
|
|
|
Aug 08, 2023
Q2 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
313+ 2.8% |
$14.9K - $15.7K
|
11.5K
$617K
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
298+ 0.41% |
$14.2K - $15K
|
72.2K
$3.88M
|
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
297+ 1.34% |
$14.1K - $14.9K
|
22.5K
$1.21M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
284+ 0.9% |
$13.5K - $14.3K
|
31.8K
$1.71M
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
280New |
$13.3K - $14.1K
|
280
$15K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
276New |
$13.1K - $13.9K
|
276
$14.8K
|
|
|
Jul 13, 2023
Q2 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
269+ 1.61% |
$12.8K - $13.5K
|
17K
$912K
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
250New |
$11.9K - $12.6K
|
250
$13.4K
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
BUY
|
- |
236+ 0.27% |
$11.2K - $11.9K
|
88.3K
$4.74M
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
234+ 0.23% |
$11.1K - $11.8K
|
102K
$5.46M
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
202+ 0.15% |
$9.62K - $10.1K
|
133K
$7.12M
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
201New |
$9.57K - $10.1K
|
201
$10.8K
|
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
196+ 46.12% |
$9.33K - $9.85K
|
621
$33.4K
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
190+ 2.67% |
$9.04K - $9.55K
|
7.31K
$392K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
189New |
$9K - $9.5K
|
189
$10.2K
|
|
|
Aug 07, 2023
Q2 2023
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
177+ 2.65% |
$8.43K - $8.89K
|
6.85K
$368K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
172New |
$8.19K - $8.64K
|
172
$9.24K
|
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
BUY
|
- |
169New |
$8.04K - $8.49K
|
169
$9.08K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
159+ 5.67% |
$7.57K - $7.99K
|
2.96K
$159K
|
|
|
Aug 14, 2023
Q2 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
157+ 0.73% |
$7.47K - $7.89K
|
21.8K
$1.17M
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
155+ 2.1% |
$7.38K - $7.79K
|
7.52K
$404K
|
|
|
Aug 11, 2023
Q2 2023
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
155+ 1.11% |
$7.38K - $7.79K
|
14.2K
$760K
|
|
|
Aug 14, 2023
Q2 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
150New |
$7.14K - $7.54K
|
150
$8.06K
|
|
|
Aug 04, 2023
Q2 2023
|
Claris Advisors, LLC
|
BUY
|
- |
142+ 1.89% |
$6.76K - $7.13K
|
7.64K
$410K
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
BUY
|
- |
141+ 2.72% |
$6.71K - $7.08K
|
5.32K
$286K
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
128New |
$6.09K - $6.43K
|
128
$6.87K
|
|
|
Jul 13, 2023
Q2 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
125+ 1.56% |
$5.95K - $6.28K
|
8.14K
$437K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
114+ 1.32% |
$5.43K - $5.73K
|
8.76K
$471K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
112+ 2.25% |
$5.33K - $5.63K
|
5.09K
$273K
|
|
|
Aug 14, 2023
Q2 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
110+ 0.11% |
$5.24K - $5.53K
|
97.3K
$5.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
103+ 0.53% |
$4.9K - $5.17K
|
19.5K
$1.05M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
BUY
|
- |
102+ 0.14% |
$4.86K - $5.12K
|
74.7K
$4.01M
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
99+ 28.05% |
$4.71K - $4.97K
|
452
$24.3K
|
|
|
Jul 20, 2023
Q2 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
95+ 1.82% |
$4.52K - $4.77K
|
5.31K
$285K
|
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
92+ 36.22% |
$4.38K - $4.62K
|
346
$18.6K
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
88+ 0.63% |
$4.19K - $4.42K
|
14K
$752K
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
BUY
|
- |
84New |
$4K - $4.22K
|
84
$4.51K
|
|
|
Jul 20, 2023
Q2 2023
|
Ade, LLC
|
BUY
|
- |
82+ 0.15% |
$3.9K - $4.12K
|
56.1K
$3.01M
|