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
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.66K- 19.86% |
$124K - $139K
|
10.7K
$576K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.7K- 4.98% |
$126K - $141K
|
51.5K
$2.77M
|
|
|
Feb 06, 2024
Q4 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-2.72K- 4.75% |
$126K - $142K
|
54.4K
$2.92M
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-2.75K- 0.94% |
$128K - $144K
|
291K
$15.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-2.77K- 14.59% |
$129K - $145K
|
16.2K
$872K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.79K- 12.86% |
$130K - $146K
|
18.9K
$1.02M
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-2.81K- 33.0% |
$131K - $147K
|
5.71K
$307K
|
|
|
Jan 29, 2024
Q4 2023
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-2.84K- 11.93% |
$132K - $148K
|
20.9K
$1.12M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.85K- 7.12% |
$133K - $149K
|
37.2K
$2M
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-2.9K- 12.32% |
$135K - $152K
|
20.7K
$1.11M
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-2.98K- 17.27% |
$139K - $156K
|
14.3K
$767K
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-3.03K- 2.84% |
$141K - $159K
|
104K
$5.57M
|
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-3.11K- 5.11% |
$145K - $162K
|
57.7K
$3.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Veracity Capital LLC
|
SELL
|
- |
-3.13K- 30.24% |
$146K - $163K
|
7.22K
$388K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-3.23K- 4.43% |
$150K - $169K
|
69.8K
$3.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-3.34K- 10.57% |
$155K - $174K
|
28.2K
$1.52M
|
|
|
Feb 07, 2024
Q4 2023
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-3.49K- 18.29% |
$162K - $182K
|
15.6K
$837K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-3.66K- 1.17% |
$171K - $191K
|
309K
$16.6M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-3.68K- 45.66% |
$171K - $192K
|
4.37K
$235K
|
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-3.69K- 4.5% |
$172K - $193K
|
78.3K
$4.21M
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.86K- 45.07% |
$180K - $202K
|
4.71K
$253K
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-3.92K- 12.01% |
$182K - $205K
|
28.7K
$1.54M
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
SELL
|
- |
-3.97K- 20.64% |
$185K - $207K
|
15.3K
$820K
|
|
|
Jan 25, 2024
Q4 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-3.98K- 4.0% |
$185K - $208K
|
95.5K
$5.13M
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-3.99K- 14.95% |
$186K - $209K
|
22.7K
$1.22M
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-4.11K- 17.97% |
$191K - $215K
|
18.7K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-4.13K- 4.36% |
$192K - $216K
|
90.7K
$4.87M
|
|
|
Feb 12, 2024
Q4 2023
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-4.24K- 7.88% |
$197K - $222K
|
49.6K
$2.66M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-4.29K- 2.42% |
$200K - $224K
|
173K
$9.29M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.29K- 72.99% |
$200K - $224K
|
1.59K
$85.3K
|
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-4.38K- 3.02% |
$204K - $229K
|
141K
$7.57M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.4K- 10.45% |
$205K - $230K
|
37.7K
$2.02M
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-4.41K- 2.98% |
$206K - $231K
|
144K
$7.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-4.71K- 10.53% |
$219K - $246K
|
40K
$2.15M
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-4.8K- 3.93% |
$224K - $251K
|
117K
$6.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-4.81K- 15.37% |
$224K - $252K
|
26.5K
$1.42M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-4.85K- 6.24% |
$226K - $253K
|
72.9K
$3.92M
|
|
|
Jan 12, 2024
Q4 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-4.99K- 5.9% |
$232K - $261K
|
79.7K
$4.28M
|
|
|
Jan 17, 2024
Q4 2023
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-5K- 8.13% |
$233K - $261K
|
56.5K
$3.03M
|
|
|
Jan 09, 2024
Q4 2023
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-5.13K- 4.17% |
$239K - $268K
|
118K
$6.33M
|
|
|
Jan 29, 2024
Q4 2023
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-5.15K- 14.44% |
$240K - $269K
|
30.5K
$1.64M
|
|
|
Jan 24, 2024
Q4 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-5.31K- 12.96% |
$247K - $277K
|
35.6K
$1.91M
|
|
|
Jan 30, 2024
Q4 2023
|
First American Trust, Fsb
|
SELL
|
- |
-5.38K- 5.44% |
$251K - $281K
|
93.5K
$5.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-5.47K- 13.33% |
$255K - $286K
|
35.6K
$1.91M
|
|
|
Jan 30, 2024
Q4 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-5.52K- 1.71% |
$257K - $288K
|
317K
$17M
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-5.53K- 6.13% |
$258K - $289K
|
84.8K
$4.55M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-5.7K- 4.08% |
$265K - $298K
|
134K
$7.19M
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-5.79K- 3.06% |
$270K - $302K
|
183K
$9.85M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-5.79K- 7.41% |
$270K - $302K
|
72.3K
$3.88M
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
SELL
|
- |
-6K- 2.19% |
$279K - $313K
|
268K
$14.4M
|