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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
302New |
$14.4K - $15.4K
|
302
$16.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
286+ 1.05% |
$13.6K - $14.6K
|
27.6K
$1.48M
|
|
|
Nov 01, 2023
Q3 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
286+ 0.29% |
$13.6K - $14.6K
|
98.9K
$5.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
248New |
$11.8K - $12.7K
|
248
$13.3K
|
|
|
Nov 06, 2023
Q3 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
229+ 0.76% |
$10.9K - $11.7K
|
30.4K
$1.63M
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
220+ 18.8% |
$10.5K - $11.2K
|
1.39K
$74.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
212+ 1.51% |
$10.1K - $10.8K
|
14.3K
$766K
|
|
|
Nov 13, 2023
Q3 2023
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
192+ 2.8% |
$9.16K - $9.8K
|
7.04K
$378K
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
185+ 1.61% |
$8.83K - $9.45K
|
11.7K
$629K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
176+ 1.1% |
$8.4K - $8.99K
|
16.1K
$865K
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
173+ 1.89% |
$8.25K - $8.83K
|
9.32K
$501K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
168+ 0.49% |
$8.02K - $8.58K
|
34.5K
$1.85M
|
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
164New |
$7.82K - $8.37K
|
164
$8.81K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
159New |
$7.59K - $8.12K
|
159
$8.54K
|
|
|
Oct 26, 2023
Q3 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
149+ 0.99% |
$7.11K - $7.61K
|
15.3K
$819K
|
|
|
Oct 30, 2023
Q3 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
148+ 1.23% |
$7.06K - $7.56K
|
12.2K
$654K
|
|
|
Nov 03, 2023
Q3 2023
|
Ade, LLC
|
BUY
|
- |
137+ 0.24% |
$6.54K - $7K
|
56.2K
$3.02M
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
131New |
$6.25K - $6.69K
|
131
$7.04K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
129+ 2.08% |
$6.15K - $6.59K
|
6.34K
$340K
|
|
|
Nov 07, 2023
Q3 2023
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
119+ 1.73% |
$5.68K - $6.08K
|
6.98K
$375K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
115+ 0.09% |
$5.49K - $5.87K
|
123K
$6.61M
|
|
|
Nov 08, 2023
Q3 2023
|
Plancorp, LLC
|
BUY
|
- |
111+ 0.04% |
$5.3K - $5.67K
|
271K
$14.5M
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
111New |
$5.3K - $5.67K
|
111
$5.96K
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
110New |
$5.25K - $5.62K
|
110
$5.91K
|
|
|
Oct 05, 2023
Q3 2023
|
Falcon Wealth Planning
|
BUY
|
- |
101+ 0.5% |
$4.82K - $5.16K
|
20.3K
$1.09M
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
100+ 0.87% |
$4.77K - $5.11K
|
11.6K
$622K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
100+ 3.81% |
$4.77K - $5.11K
|
2.73K
$146K
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
94+ 0.86% |
$4.48K - $4.8K
|
11K
$591K
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
86+ 1.15% |
$4.1K - $4.39K
|
7.55K
$405K
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
BUY
|
- |
84New |
$4.01K - $4.29K
|
84
$4.51K
|
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
84+ 1.0% |
$4.01K - $4.29K
|
8.52K
$458K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
78+ 0.21% |
$3.72K - $3.98K
|
36.5K
$1.96M
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
78New |
$3.72K - $3.98K
|
78
$4.19K
|
|
|
Nov 14, 2023
Q3 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
73+ 3.63% |
$3.48K - $3.73K
|
2.09K
$112K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
66+ 0.78% |
$3.15K - $3.37K
|
8.58K
$461K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
54New |
$2.58K - $2.76K
|
54
$2.9K
|
|
|
Nov 21, 2023
Q3 2023
|
Carlson Capital Management
|
BUY
|
- |
51+ 0.04% |
$2.43K - $2.6K
|
138K
$7.39M
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
48New |
$2.29K - $2.45K
|
48
$2.58K
|
|
|
Aug 28, 2024
Q3 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
47+ 0.39% |
$2.24K - $2.4K
|
12.2K
$658K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
47New |
$2.24K - $2.4K
|
47
$2.52K
|
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
47New |
$2.24K - $2.4K
|
47
$2.52K
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
46New |
$2.19K - $2.35K
|
46
$2.47K
|
|
|
Oct 24, 2023
Q3 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
41+ 0.5% |
$1.96K - $2.09K
|
8.22K
$441K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
34+ 58.62% |
$1.62K - $1.74K
|
92
$4.94K
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
33+ 0.52% |
$1.57K - $1.68K
|
6.42K
$345K
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
33New |
$1.57K - $1.68K
|
33
$1.77K
|
|
|
Nov 08, 2023
Q3 2023
|
Weil Company, Inc.
|
BUY
|
- |
28+ 0.09% |
$1.34K - $1.43K
|
32.7K
$1.76M
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
26+ 5.22% |
$1.24K - $1.33K
|
524
$28.1K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
23New |
$1.1K - $1.17K
|
23
$1.24K
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
23+ 0.42% |
$1.1K - $1.17K
|
5.45K
$293K
|