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 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
22.6K+ 6.64% |
$1.05M - $1.18M
|
363K
$19.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
22.5K+ 2.35% |
$1.05M - $1.18M
|
982K
$52.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
22.5KNew |
$1.05M - $1.18M
|
22.5K
$1.21M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
22.3KNew |
$1.04M - $1.17M
|
22.3K
$1.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
21.7KNew |
$1.01M - $1.13M
|
21.7K
$1.16M
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
21.5K+ 8.22% |
$1M - $1.13M
|
284K
$15.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
21.3KNew |
$992K - $1.11M
|
21.3K
$1.14M
|
|
|
Feb 01, 2024
Q4 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
20.7K+ 10.37% |
$963K - $1.08M
|
220K
$11.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
20.7K+ 34.65% |
$962K - $1.08M
|
80.3K
$4.31M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
20.4K+ 14.45% |
$952K - $1.07M
|
162K
$8.7M
|
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
19.3KNew |
$898K - $1.01M
|
19.3K
$1.04M
|
|
|
Jan 31, 2024
Q4 2023
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
18.2KNew |
$847K - $950K
|
18.2K
$976K
|
|
|
Feb 14, 2024
Q4 2023
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
18.1KNew |
$843K - $945K
|
18.1K
$972K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
18K+ 10.86% |
$840K - $942K
|
184K
$9.88M
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
BUY
|
- |
17.7K+ 59.67% |
$822K - $923K
|
47.3K
$2.54M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
17.6KNew |
$822K - $922K
|
17.6K
$948K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
17.5KNew |
$813K - $912K
|
17.5K
$938K
|
|
|
Jan 26, 2024
Q4 2023
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
17.2KNew |
$803K - $901K
|
17.2K
$926K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
17K+ 2.1% |
$789K - $886K
|
826K
$44.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Valence8 Us LP
Cambridge, MA |
BUY
|
- |
16.8K+ 4.15% |
$783K - $879K
|
422K
$22.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
16.7K+ 39.32% |
$777K - $872K
|
59.1K
$3.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
16.5KNew |
$769K - $863K
|
16.5K
$887K
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
16.2K+ 4.91% |
$756K - $848K
|
347K
$18.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
16.1KNew |
$748K - $840K
|
16.1K
$863K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
15.8KNew |
$736K - $826K
|
15.8K
$849K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
15.6K+ 9.13% |
$726K - $815K
|
186K
$10M
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
15.2K+ 5.47% |
$709K - $795K
|
293K
$15.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
14.9KNew |
$695K - $780K
|
14.9K
$802K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
14.8K+ 76.49% |
$689K - $773K
|
34.1K
$1.83M
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
14.6KNew |
$680K - $763K
|
14.6K
$784K
|
|
|
Aug 01, 2024
Q4 2023
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
14KNew |
$653K - $733K
|
14K
$753K
|
|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
13.9K+ 1.03% |
$647K - $726K
|
1.37M
$73.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
13.5KNew |
$630K - $707K
|
13.5K
$726K
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
BUY
|
- |
13KNew |
$605K - $678K
|
13K
$697K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
12.5K+ 18.49% |
$582K - $653K
|
80.1K
$4.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
12.3KNew |
$574K - $644K
|
12.3K
$662K
|
|
|
Feb 08, 2024
Q4 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
12.1K+ 17.12% |
$563K - $631K
|
82.7K
$4.44M
|
|
|
Feb 12, 2024
Q4 2023
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
11.8KNew |
$552K - $619K
|
11.8K
$636K
|
|
|
Feb 07, 2024
Q4 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
11.8K+ 25.45% |
$550K - $617K
|
58.2K
$3.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
11.5K+ 122.5% |
$534K - $599K
|
20.8K
$1.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
11.4K+ 6.8% |
$533K - $598K
|
180K
$9.65M
|
|
|
Feb 06, 2024
Q4 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
11.4KNew |
$530K - $595K
|
11.4K
$612K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
11.1K+ 29.73% |
$519K - $582K
|
48.6K
$2.61M
|
|
|
Feb 06, 2024
Q4 2023
|
Townsend & Associates, Inc
|
BUY
|
- |
11K+ 2.41% |
$511K - $574K
|
466K
$25M
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
10.7K+ 790.81% |
$497K - $557K
|
12K
$645K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
10.7K+ 7.37% |
$496K - $557K
|
155K
$8.34M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
10.2KNew |
$475K - $533K
|
10.2K
$548K
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
10.2KNew |
$473K - $530K
|
10.2K
$545K
|
|
|
Feb 07, 2024
Q4 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
10KNew |
$468K - $525K
|
10K
$540K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
10K+ 5.96% |
$466K - $523K
|
178K
$9.56M
|