Purchases and Sales Made in Q3 2023 in Msci Eafe Value ETF (EFV)

EFV Quotes by TradingView

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
Nov 06, 2023 Q3 2023
North Star Investment Management Corp.

Chicago, IL
BUY
 -
1.08K
+ 1.1%
$51.6K - $55.2K
99.4K $5.34M
Nov 14, 2023 Q3 2023
Campion Asset Management

BUY
 -
1.07K
+ 4.61%
$51K - $54.6K
24.3K $1.3M
Oct 30, 2023 Q3 2023
Narus Financial Partners, LLC

Salt Lake City, UT
BUY
 -
1.04K
+ 2.21%
$49.5K - $52.9K
48K $2.58M
Oct 17, 2023 Q3 2023
Farmers & Merchants Trust CO Of Chambersburg Pa

BUY
 -
1.02K
+ 163.61%
$48.5K - $51.9K
1.64K $87.9K
Nov 06, 2023 Q3 2023
Ifrah Financial Services, Inc.

BUY
 -
968
+ 2.22%
$46.2K - $49.4K
44.5K $2.39M
Oct 25, 2023 Q3 2023
Capasso Planning Partners LLC

Charleston, SC
BUY
 -
964
+ 12.23%
$46K - $49.2K
8.85K $475K
Oct 17, 2023 Q3 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
962
+ 150.08%
$45.9K - $49.1K
1.6K $86.1K
Nov 14, 2023 Q3 2023
Rogco, LP

Claremore, OK
BUY
 -
923
New
$44K - $47.1K
923 $49.6K
Nov 08, 2023 Q3 2023
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
899
+ 12.57%
$42.9K - $45.9K
8.05K $432K
Nov 06, 2023 Q3 2023
Authentikos Wealth Advisory, LLC

Morgan Hill, CA
BUY
 -
881
New
$42K - $45K
881 $47.3K
Oct 12, 2023 Q3 2023
Essex Savings Bank

BUY
 -
831
+ 10.61%
$39.6K - $42.4K
8.66K $465K
Nov 14, 2023 Q3 2023
Gallagher Fiduciary Advisors, LLC

Rolling Meadows, IL
BUY
 -
819
+ 6.43%
$39.1K - $41.8K
13.6K $728K
Dec 18, 2023 Q3 2023
Core First Bank & Trust

Topeka, KS
BUY
 -
810
New
$38.6K - $41.4K
810 $43.5K
Oct 10, 2023 Q3 2023
Noble Family Wealth, LLC

Clearwater, FL
BUY
 -
807
+ 1.36%
$38.5K - $41.2K
60.1K $3.23M
Oct 26, 2023 Q3 2023
Macroview Investment Management LLC

BUY
 -
798
New
$38.1K - $40.7K
798 $42.9K
Oct 23, 2023 Q3 2023
Financial Advisory Service, Inc.

BUY
 -
778
+ 0.25%
$37.1K - $39.7K
312K $16.8M
Oct 10, 2023 Q3 2023
Indiana Trust & Investment Management CO

BUY
 -
758
New
$36.2K - $38.7K
758 $40.7K
Nov 14, 2023 Q3 2023
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
682
+ 0.25%
$32.5K - $34.8K
278K $14.9M
Nov 06, 2023 Q3 2023
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
681
+ 16.54%
$32.5K - $34.8K
4.8K $258K
Nov 13, 2023 Q3 2023
Clearstead Trust, LLC

Portland, ME
BUY
 -
680
+ 196.53%
$32.4K - $34.7K
1.03K $55.1K
Oct 10, 2023 Q3 2023
Acorn Financial Advisory Services Inc

BUY
 -
665
+ 2.95%
$31.7K - $34K
23.2K $1.25M
Nov 03, 2023 Q3 2023
Latitude Advisors, LLC

BUY
 -
632
+ 5.5%
$30.2K - $32.3K
12.1K $651K
Nov 09, 2023 Q3 2023
Associated Banc Corp

Green Bay, WI
BUY
 -
620
+ 0.37%
$29.6K - $31.7K
168K $9.04M
Oct 24, 2023 Q3 2023
J.W. Cole Advisors, Inc.

BUY
 -
596
+ 8.98%
$28.4K - $30.4K
7.24K $389K
Nov 13, 2023 Q3 2023
Cibc World Market Inc.

Toronto, A6
BUY
 -
578
+ 1.24%
$27.6K - $29.5K
47.1K $2.53M
Nov 14, 2023 Q3 2023
Staley Capital Advisers Inc

BUY
 -
563
+ 0.45%
$26.9K - $28.7K
127K $6.8M
Nov 14, 2023 Q3 2023
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
555
+ 1.37%
$26.5K - $28.3K
41K $2.2M
Nov 13, 2023 Q3 2023
Financial Partners Group, Inc

Overland Park, KS
BUY
 -
555
+ 8.26%
$26.5K - $28.3K
7.27K $391K
Nov 14, 2023 Q3 2023
Semmax Financial Advisors Inc.

Winston Salem, NC
BUY
 -
526
New
$25.1K - $26.9K
526 $28.3K
Oct 16, 2023 Q3 2023
Independence Bank Of Kentucky

BUY
 -
525
+ 14.52%
$25K - $26.8K
4.14K $222K
Oct 31, 2023 Q3 2023
Foundation Wealth Management, LLC

Clayton, MO
BUY
 -
523
+ 0.76%
$25K - $26.7K
69.3K $3.72M
Oct 23, 2023 Q3 2023
Sheets Smith Wealth Management

BUY
 -
513
New
$24.5K - $26.2K
513 $27.6K
Oct 03, 2023 Q3 2023
Massmutual Trust CO Fsb

BUY
 -
490
+ 5.62%
$23.4K - $25K
9.21K $494K
Oct 31, 2023 Q3 2023
Main Street Investment Advisors LLC

BUY
 -
490
+ 5.62%
$23.4K - $25K
9.21K $494K
Oct 20, 2023 Q3 2023
Golden State Equity Partners

South Coast Metro, CA
BUY
 -
484
+ 7.22%
$23.1K - $24.7K
7.18K $386K
Nov 08, 2023 Q3 2023
Claris Advisors, LLC

BUY
 -
478
+ 6.25%
$22.8K - $24.4K
8.12K $436K
Nov 13, 2023 Q3 2023
Parallel Advisors, LLC

BUY
 -
455
+ 10.53%
$21.7K - $23.2K
4.78K $257K
May 20, 2024 Q3 2023
Parallel Advisors, LLC

BUY
 -
455
+ 10.53%
$21.7K - $23.2K
4.78K $257K
Nov 09, 2023 Q3 2023
Virtus Family Office LLC

El Paso, TX
BUY
 -
442
+ 3.11%
$21.1K - $22.6K
14.6K $786K
Nov 13, 2023 Q3 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
420
+ 5.43%
$20K - $21.4K
8.15K $438K
Nov 07, 2023 Q3 2023
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
404
+ 5.69%
$19.3K - $20.6K
7.5K $403K
Dec 07, 2023 Q3 2023
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
377
+ 1.43%
$18K - $19.2K
26.7K $1.43M
Oct 26, 2023 Q3 2023
Source Financial Advisors LLC

New York, NY
BUY
 -
361
+ 1.21%
$17.2K - $18.4K
30.2K $1.62M
Nov 07, 2023 Q3 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
346
+ 1.89%
$16.5K - $17.7K
18.7K $1M
Oct 10, 2023 Q3 2023
Dynamic Advisor Solutions LLC

BUY
 -
342
+ 3.63%
$16.3K - $17.5K
9.77K $525K
Oct 20, 2023 Q3 2023
Hemington Wealth Management

BUY
 -
319
+ 3.4%
$15.2K - $16.3K
9.7K $521K
Nov 03, 2023 Q3 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
318
+ 172.83%
$15.2K - $16.2K
502 $27K
Nov 13, 2023 Q3 2023
Madden Advisory Services, Inc.

BUY
 -
305
+ 3.78%
$14.6K - $15.6K
8.37K $449K
Nov 08, 2023 Q3 2023
Argent Advisors, Inc.

Monroe, LA
BUY
 -
304
+ 5.08%
$14.5K - $15.5K
6.29K $338K

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