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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-1.38K- 19.69% |
$64K - $71.8K
|
5.61K
$301K
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-1.4K- 15.4% |
$65.3K - $73.3K
|
7.7K
$414K
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.41K- 1.64% |
$65.5K - $73.5K
|
84.2K
$4.52M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.42K- 29.64% |
$65.9K - $74K
|
3.36K
$181K
|
|
|
Feb 12, 2024
Q4 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-1.44K- 10.34% |
$66.8K - $75K
|
12.4K
$668K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.46K- 13.35% |
$67.8K - $76K
|
9.44K
$507K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-1.47K- 91.7% |
$68.5K - $76.8K
|
133
$7.14K
|
|
|
Jan 25, 2024
Q4 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-1.53K- 3.19% |
$71.4K - $80.1K
|
46.5K
$2.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.54K- 4.62% |
$71.5K - $80.2K
|
31.7K
$1.7M
|
|
|
Jan 17, 2024
Q4 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-1.54K- 2.16% |
$71.7K - $80.5K
|
69.8K
$3.75M
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-1.55K- 23.42% |
$72.4K - $81.2K
|
5.08K
$273K
|
|
|
Jan 25, 2024
Q4 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-1.66K- 0.62% |
$77.3K - $86.7K
|
267K
$14.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.66K- 4.57% |
$77.3K - $86.7K
|
34.7K
$1.86M
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
SELL
|
- |
-1.69K- 6.9% |
$78.8K - $88.5K
|
22.8K
$1.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.7K- 3.57% |
$79.1K - $88.7K
|
45.8K
$2.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.71K- 13.96% |
$79.4K - $89.1K
|
10.5K
$565K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-1.74K- 6.86% |
$81K - $90.9K
|
23.6K
$1.27M
|
|
|
Jan 17, 2024
Q4 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-1.8K- 6.22% |
$83.7K - $93.9K
|
27.1K
$1.46M
|
|
|
Feb 06, 2024
Q4 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-1.8K- 9.96% |
$83.8K - $94.1K
|
16.3K
$874K
|
|
|
Jan 12, 2024
Q4 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-1.83K- 8.72% |
$85K - $95.4K
|
19.1K
$1.03M
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.84K- 24.15% |
$85.9K - $96.3K
|
5.79K
$311K
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.87K- 6.65% |
$87.1K - $97.7K
|
26.2K
$1.41M
|
|
|
Jan 30, 2024
Q4 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-1.89K- 3.15% |
$88.2K - $98.9K
|
58.2K
$3.13M
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.91K- 8.22% |
$88.8K - $99.6K
|
21.3K
$1.14M
|
|
|
Jan 03, 2024
Q4 2023
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-1.93K- 1.45% |
$90K - $101K
|
132K
$7.08M
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-2.01K- 27.19% |
$93.7K - $105K
|
5.39K
$289K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.04K- 33.81% |
$95.2K - $107K
|
4K
$215K
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.06K- 27.45% |
$95.9K - $108K
|
5.45K
$292K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-2.08K- 10.39% |
$96.9K - $109K
|
18K
$964K
|
|
|
Jan 17, 2024
Q4 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-2.09K- 1.26% |
$97.4K - $109K
|
164K
$8.83M
|
|
|
Jan 10, 2024
Q4 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-2.11K- 0.98% |
$98.3K - $110K
|
213K
$11.5M
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.12K- 14.81% |
$98.5K - $111K
|
12.2K
$654K
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.16K- 1.07% |
$100K - $113K
|
200K
$10.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-2.17K- 2.11% |
$101K - $113K
|
100K
$5.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.2K- 31.11% |
$103K - $115K
|
4.88K
$262K
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-2.23K- 2.26% |
$104K - $117K
|
96.7K
$5.19M
|
|
|
Jul 09, 2024
Q4 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-2.32K- 7.58% |
$108K - $121K
|
28.2K
$1.52M
|
|
|
Jan 18, 2024
Q4 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-2.32K- 15.9% |
$108K - $121K
|
12.2K
$658K
|
|
|
Feb 02, 2024
Q4 2023
|
Absolute Capital Management, LLC
|
SELL
|
- |
-2.37K- 11.66% |
$110K - $124K
|
17.9K
$963K
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
SELL
|
- |
-2.37K- 2.67% |
$111K - $124K
|
86.4K
$4.64M
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
SELL
|
- |
-2.4K- 4.54% |
$112K - $125K
|
50.4K
$2.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.45K- 0.55% |
$114K - $128K
|
443K
$23.8M
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-2.49K- 88.6% |
$116K - $130K
|
320
$17.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-2.5K- 2.56% |
$116K - $131K
|
95.2K
$5.11M
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.56K- 19.5% |
$119K - $134K
|
10.6K
$568K
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.56K- 19.5% |
$119K - $134K
|
10.6K
$568K
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-2.57K- 7.85% |
$120K - $134K
|
30.1K
$1.62M
|
|
|
Feb 12, 2024
Q4 2023
|
Virtus Family Office LLC
El Paso, TX |
SELL
|
- |
-2.63K- 17.94% |
$122K - $137K
|
12K
$645K
|
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-2.65K- 19.97% |
$123K - $138K
|
10.6K
$571K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.66K- 19.86% |
$124K - $139K
|
10.7K
$576K
|