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
|
Spire Wealth Management
|
SELL
|
- |
-6K- 3.26% |
$279K - $313K
|
178K
$9.56M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-6.19K- 15.02% |
$288K - $323K
|
35K
$1.88M
|
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-6.49K- 15.26% |
$302K - $339K
|
36.1K
$1.94M
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-6.61K- 37.82% |
$308K - $345K
|
10.9K
$584K
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-6.73K- 20.91% |
$313K - $351K
|
25.4K
$1.37M
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-6.8K- 10.0% |
$317K - $355K
|
61.2K
$3.29M
|
|
|
Feb 09, 2024
Q4 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-6.88K- 26.84% |
$320K - $359K
|
18.7K
$1.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-7.16K- 11.94% |
$333K - $374K
|
52.8K
$2.84M
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-7.22K- 5.58% |
$336K - $377K
|
122K
$6.57M
|
|
|
Jan 18, 2024
Q4 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-7.26K- 24.85% |
$338K - $380K
|
22K
$1.18M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-7.31K- 7.72% |
$340K - $382K
|
87.4K
$4.69M
|
|
|
Feb 14, 2024
Q4 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-7.36K- 28.31% |
$343K - $385K
|
18.6K
$1M
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-7.39K- 36.92% |
$344K - $386K
|
12.6K
$678K
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-7.65K- 35.91% |
$356K - $400K
|
13.7K
$733K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-7.68K- 1.2% |
$357K - $401K
|
630K
$33.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-7.74K- 35.32% |
$360K - $404K
|
14.2K
$761K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-7.77K- 1.25% |
$362K - $406K
|
612K
$32.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-7.85K- 44.26% |
$365K - $410K
|
9.88K
$531K
|
|
|
Jan 02, 2024
Q4 2023
|
Dentgroup LLC
|
SELL
|
- |
-7.85K- 31.94% |
$366K - $410K
|
16.7K
$899K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-7.87K- 14.51% |
$367K - $411K
|
46.4K
$2.49M
|
|
|
Jan 26, 2024
Q4 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-8K- 5.24% |
$373K - $418K
|
145K
$7.77M
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-8.68K- 18.5% |
$404K - $454K
|
38.3K
$2.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-8.7K- 7.18% |
$405K - $455K
|
112K
$6.04M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-8.72K- 19.05% |
$406K - $456K
|
37.1K
$1.99M
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-9.01K- 16.23% |
$420K - $471K
|
46.5K
$2.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-9.52K- 95.93% |
$444K - $498K
|
404
$21.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-9.77K- 10.46% |
$455K - $510K
|
83.6K
$4.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-9.77K- 48.31% |
$455K - $511K
|
10.5K
$562K
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-10.2K- 4.33% |
$474K - $532K
|
225K
$12.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-10.2K- 41.09% |
$474K - $532K
|
14.6K
$785K
|
|
|
Feb 14, 2024
Q4 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-10.2K- 13.96% |
$476K - $534K
|
62.9K
$3.38M
|
|
|
Feb 06, 2024
Q4 2023
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-10.3K- 53.79% |
$478K - $536K
|
8.81K
$473K
|
|
|
Feb 06, 2024
Q4 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-11.1K- 27.92% |
$516K - $579K
|
28.6K
$1.54M
|
|
|
Jan 18, 2024
Q4 2023
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-11.2K- 10.41% |
$519K - $583K
|
96K
$5.15M
|
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-11.3K- 4.36% |
$524K - $588K
|
247K
$13.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-11.4K- 5.97% |
$532K - $596K
|
180K
$9.65M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-11.8K- 14.44% |
$548K - $615K
|
69.8K
$3.75M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-11.8K- 33.23% |
$549K - $616K
|
23.7K
$1.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-11.8K- 67.23% |
$550K - $617K
|
5.76K
$309K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-12K- 1.04% |
$557K - $624K
|
1.14M
$61.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-12.2K- 3.31% |
$569K - $638K
|
356K
$19.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-12.7K- 12.19% |
$589K - $661K
|
91.2K
$4.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-12.7K- 6.41% |
$591K - $663K
|
185K
$9.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-12.8K- 10.07% |
$594K - $667K
|
114K
$6.12M
|
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-12.8K- 10.22% |
$597K - $669K
|
113K
$6.05M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-12.8K- 20.09% |
$598K - $671K
|
51.1K
$2.74M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-13.1K- 7.27% |
$612K - $686K
|
168K
$9M
|
|
|
Feb 06, 2024
Q4 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-13.3K- 12.0% |
$621K - $697K
|
97.9K
$5.26M
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
SELL
|
- |
-13.5K- 1.09% |
$627K - $703K
|
1.22M
$65.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-13.6K- 5.65% |
$632K - $709K
|
227K
$12.2M
|