Purchases and Sales Made in Q4 2023 in Msci Eafe Value ETF (EFV)
This table provides information about the institutional ownership of Msci Eafe Value ETF (EFV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.2M+ 27.6% |
$103M - $115M
|
10.2M
$530M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.99M+ 726.16% |
$92.6M - $104M
|
2.26M
$118M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.48M+ 9797.82% |
$68.8M - $77.2M
|
1.49M
$77.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.04M+ 15.1% |
$48.2M - $54.1M
|
7.89M
$411M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
986KNew |
$45.9M - $51.5M
|
986K
$51.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
881K+ 100.94% |
$41M - $46.1M
|
1.75M
$91.3M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
862KNew |
$40.1M - $45M
|
862K
$44.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
804K+ 7.21% |
$37.4M - $42M
|
11.9M
$622M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
783K+ 74.06% |
$36.4M - $40.9M
|
1.84M
$95.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
662KNew |
$30.8M - $34.6M
|
662K
$34.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
583K+ 674.04% |
$27.2M - $30.5M
|
670K
$34.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
527KNew |
$24.5M - $27.5M
|
527K
$27.4M
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
376K+ 6616.94% |
$17.5M - $19.7M
|
382K
$19.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
373K+ 3.42% |
$17.4M - $19.5M
|
11.3M
$587M
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
308KNew |
$14.3M - $16.1M
|
308K
$16M
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
303KNew |
$14.1M - $15.8M
|
303K
$15.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
248KNew |
$11.5M - $13M
|
248K
$12.9M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
224KNew |
$10.4M - $11.7M
|
224K
$11.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
222KNew |
$10.3M - $11.6M
|
222K
$11.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
217KNew |
$10.1M - $11.4M
|
217K
$11.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
217K+ 806.85% |
$10.1M - $11.3M
|
244K
$12.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
200KNew |
$9.31M - $10.4M
|
200K
$10.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
183K+ 7.09% |
$8.52M - $9.55M
|
2.76M
$144M
|
|
|
Mar 14, 2024
Q4 2023
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
178KNew |
$8.3M - $9.31M
|
178K
$9.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
172KNew |
$8.02M - $9M
|
172K
$8.96M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
137KNew |
$6.39M - $7.17M
|
137K
$7.14M
|
|
|
Feb 28, 2024
Q4 2023
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
135KNew |
$6.29M - $7.05M
|
135K
$7.03M
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
133K+ 5180.86% |
$6.22M - $6.97M
|
136K
$7.08M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
133K+ 804.81% |
$6.21M - $6.96M
|
150K
$7.8M
|
|
|
Jan 25, 2024
Q4 2023
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
114KNew |
$5.31M - $5.95M
|
114K
$5.93M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
112K+ 0.7% |
$5.23M - $5.86M
|
16.2M
$845M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
103K+ 7.54% |
$4.82M - $5.41M
|
1.48M
$76.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
102K+ 9.81% |
$4.74M - $5.32M
|
1.14M
$59.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
99.1K+ 6.61% |
$4.61M - $5.18M
|
1.6M
$83.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
98.6KNew |
$4.59M - $5.15M
|
98.6K
$5.13M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
96.8K+ 33.21% |
$4.51M - $5.06M
|
388K
$20.2M
|
|
|
Mar 26, 2024
Q4 2023
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
95KNew |
$4.42M - $4.96M
|
95K
$4.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
90.5KNew |
$4.21M - $4.73M
|
90.5K
$4.71M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
87.5K+ 10.55% |
$4.07M - $4.57M
|
917K
$47.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
87.5KNew |
$4.07M - $4.57M
|
87.5K
$4.55M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
85.9KNew |
$4M - $4.49M
|
85.9K
$4.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
84KNew |
$3.91M - $4.39M
|
84K
$4.37M
|
|
|
Mar 05, 2024
Q4 2023
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
83.9KNew |
$3.91M - $4.38M
|
83.9K
$4.37M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
82.4K+ 5036.04% |
$3.84M - $4.31M
|
84.1K
$4.38M
|
|
|
Feb 12, 2024
Q4 2023
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
81.1KNew |
$3.77M - $4.24M
|
81.1K
$4.22M
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
80.9KNew |
$3.77M - $4.23M
|
80.9K
$4.21M
|
|
|
Jan 04, 2024
Q4 2023
|
Riverwater Partners LLC
|
BUY
|
- |
72.6K+ 240.91% |
$3.38M - $3.79M
|
103K
$5.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
70.6KNew |
$3.29M - $3.69M
|
70.6K
$3.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
66.6KNew |
$3.1M - $3.48M
|
66.6K
$3.46M
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
63.4KNew |
$2.95M - $3.32M
|
63.4K
$3.3M
|