Purchases and Sales Made in Q3 2023 in Msci Eafe Value ETF (EFV)
This table provides information about the institutional ownership of Msci Eafe Value ETF (EFV) during Q3 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 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
60.2K+ 128.95% |
$2.87M - $3.07M
|
107K
$5.74M
|
|
|
Oct 16, 2023
Q3 2023
|
One Advisory Partners, LLC
|
BUY
|
- |
58.8K+ 35.84% |
$2.81M - $3M
|
223K
$12M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
58.8K+ 299.3% |
$2.8M - $3M
|
78.4K
$4.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
57.4KNew |
$2.74M - $2.93M
|
57.4K
$3.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
55.5K+ 54.58% |
$2.65M - $2.83M
|
157K
$8.45M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
55.1K+ 3.82% |
$2.63M - $2.82M
|
1.5M
$80.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
54.9K+ 5.58% |
$2.62M - $2.8M
|
1.04M
$55.8M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
54.7K+ 47.08% |
$2.61M - $2.79M
|
171K
$9.17M
|
|
|
Oct 19, 2023
Q3 2023
|
Apeiron Ria LLC
|
BUY
|
- |
52.7K+ 37.84% |
$2.52M - $2.69M
|
192K
$10.3M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
52.7K+ 44.1% |
$2.51M - $2.69M
|
172K
$9.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
52.7K+ 40.93% |
$2.51M - $2.69M
|
181K
$9.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
50.6K+ 26.85% |
$2.41M - $2.58M
|
239K
$12.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
50.1K+ 48.9% |
$2.39M - $2.56M
|
153K
$8.2M
|
|
|
Oct 30, 2023
Q3 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
48.5K+ 37.68% |
$2.31M - $2.48M
|
177K
$9.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
47.1K+ 49.21% |
$2.25M - $2.4M
|
143K
$7.67M
|
|
|
Feb 15, 2024
Q3 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
46.4K+ 37.71% |
$2.21M - $2.37M
|
170K
$9.11M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
45.3K+ 33.45% |
$2.16M - $2.31M
|
181K
$9.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
40.7K+ 113.54% |
$1.94M - $2.08M
|
76.5K
$4.11M
|
|
|
Oct 26, 2023
Q3 2023
|
Keeler T Homas Management LLC
|
BUY
|
- |
40.1K+ 22.91% |
$1.91M - $2.05M
|
215K
$11.6M
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
40K+ 3.93% |
$1.91M - $2.04M
|
1.06M
$56.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
39.5K+ 27.3% |
$1.88M - $2.02M
|
184K
$9.89M
|
|
|
Oct 27, 2023
Q3 2023
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
39.4K+ 38.63% |
$1.88M - $2.01M
|
141K
$7.59M
|
|
|
Oct 31, 2023
Q3 2023
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
37.3K+ 13.06% |
$1.78M - $1.9M
|
323K
$17.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
36.9K+ 35.32% |
$1.76M - $1.88M
|
141K
$7.59M
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
36.7K+ 35.59% |
$1.75M - $1.87M
|
140K
$7.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
36K+ 40.27% |
$1.72M - $1.84M
|
125K
$6.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
35.2K+ 113.11% |
$1.68M - $1.8M
|
66.2K
$3.56M
|
|
|
Oct 20, 2023
Q3 2023
|
Covenant Partners, LLC
|
BUY
|
- |
34.6K+ 5.74% |
$1.65M - $1.77M
|
637K
$34.2M
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
34.6K+ 15.7% |
$1.65M - $1.77M
|
255K
$13.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
34.2K+ 7.33% |
$1.63M - $1.75M
|
502K
$26.9M
|
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
33.9K+ 49.34% |
$1.62M - $1.73M
|
103K
$5.51M
|
|
|
Nov 09, 2023
Q3 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
33.3KNew |
$1.59M - $1.7M
|
33.3K
$1.79M
|
|
|
Oct 24, 2023
Q3 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
33.2K+ 42.54% |
$1.58M - $1.69M
|
111K
$5.97M
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
31.9K+ 5.28% |
$1.52M - $1.63M
|
635K
$34.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Valence8 Us LP
Cambridge, MA |
BUY
|
- |
31K+ 8.3% |
$1.48M - $1.58M
|
405K
$21.7M
|
|
|
Oct 19, 2023
Q3 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
30.9K+ 20.95% |
$1.48M - $1.58M
|
179K
$9.59M
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
30.7K+ 28.12% |
$1.46M - $1.57M
|
140K
$7.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
30.2KNew |
$1.44M - $1.54M
|
30.2K
$1.62M
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
30K+ 88.65% |
$1.43M - $1.53M
|
63.9K
$3.43M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
30KNew |
$1.43M - $1.53M
|
30K
$1.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
29.5K+ 30.29% |
$1.41M - $1.5M
|
127K
$6.81M
|
|
|
Oct 10, 2023
Q3 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
29K+ 2.91% |
$1.39M - $1.48M
|
1.03M
$55.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
28.7K+ 44.39% |
$1.37M - $1.47M
|
93.4K
$5.01M
|
|
|
Oct 17, 2023
Q3 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
28.4K+ 39.97% |
$1.36M - $1.45M
|
99.5K
$5.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
28.4K+ 29.18% |
$1.35M - $1.45M
|
126K
$6.75M
|
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
28.2K+ 23.52% |
$1.34M - $1.44M
|
148K
$7.95M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
28.1K+ 68.96% |
$1.34M - $1.44M
|
68.9K
$3.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
27K+ 33.62% |
$1.29M - $1.38M
|
107K
$5.75M
|
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
26.7K+ 46.71% |
$1.27M - $1.36M
|
83.8K
$4.5M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
25.9K+ 50.03% |
$1.24M - $1.32M
|
77.8K
$4.18M
|