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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
2.3K+ 20.87% |
$107K - $120K
|
13.3K
$717K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
2.28K+ 56.94% |
$106K - $119K
|
6.28K
$339K
|
|
|
Jan 18, 2024
Q4 2023
|
Rhs Financial, LLC
|
BUY
|
- |
2.26K+ 17.35% |
$105K - $118K
|
15.3K
$825K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.23K+ 3.69% |
$104K - $117K
|
62.8K
$3.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
2.22K+ 5.08% |
$104K - $116K
|
46K
$2.48M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.22K+ 27.24% |
$103K - $116K
|
10.4K
$560K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
2.2K+ 39.27% |
$102K - $115K
|
7.79K
$420K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.16K+ 1.56% |
$101K - $113K
|
140K
$7.58M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
2.1K+ 0.96% |
$97.6K - $110K
|
220K
$11.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
2.04K+ 5.59% |
$94.9K - $106K
|
38.5K
$2.08M
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
2K+ 12.98% |
$93.3K - $105K
|
17.4K
$940K
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
2K+ 14.75% |
$93.1K - $104K
|
15.6K
$839K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
1.91KNew |
$88.9K - $99.7K
|
1.91K
$103K
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.9K+ 9.02% |
$88.5K - $99.3K
|
23K
$1.24M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
1.85K+ 32.36% |
$86.1K - $96.6K
|
7.56K
$408K
|
|
|
Jul 09, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
1.76K+ 2.6% |
$82.1K - $92.1K
|
69.4K
$3.75M
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.71K+ 8.3% |
$79.7K - $89.5K
|
22.3K
$1.21M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.62K+ 3.98% |
$75.4K - $84.5K
|
42.3K
$2.28M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.59KNew |
$73.9K - $82.9K
|
1.59K
$85.6K
|
|
|
Jan 11, 2024
Q4 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
1.58K+ 0.76% |
$73.4K - $82.4K
|
208K
$11.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.55K+ 25.38% |
$72K - $80.8K
|
7.64K
$412K
|
|
|
Feb 13, 2024
Q4 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1.49KNew |
$69.2K - $77.6K
|
1.49K
$80.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.45KNew |
$67.7K - $75.9K
|
1.45K
$78.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.4K+ 0.66% |
$65.3K - $73.3K
|
215K
$11.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.32K+ 8.21% |
$61.6K - $69.1K
|
17.4K
$941K
|
|
|
Jan 26, 2024
Q4 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
1.32K+ 14.88% |
$61.3K - $68.8K
|
10.2K
$549K
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
1.26K+ 25.73% |
$58.8K - $65.9K
|
6.17K
$333K
|
|
|
Jan 18, 2024
Q4 2023
|
Brave Asset Management Inc
|
BUY
|
- |
1.24K+ 0.29% |
$57.9K - $64.9K
|
425K
$22.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.23K+ 2.77% |
$57.1K - $64.1K
|
45.5K
$2.45M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.1K+ 11.21% |
$51K - $57.2K
|
10.9K
$586K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
1.09K+ 136.72% |
$50.8K - $57K
|
1.89K
$102K
|
|
|
Feb 09, 2024
Q4 2023
|
Weil Company, Inc.
|
BUY
|
- |
1.07K+ 3.28% |
$50K - $56.1K
|
33.8K
$1.82M
|
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
BUY
|
- |
1.05K+ 1.38% |
$48.9K - $54.9K
|
77.3K
$4.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
993+ 0.81% |
$46.2K - $51.9K
|
124K
$6.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
974+ 2.07% |
$45.4K - $50.9K
|
48.1K
$2.59M
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
972+ 4.05% |
$45.3K - $50.8K
|
25K
$1.35M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
965+ 10.16% |
$44.9K - $50.4K
|
10.5K
$565K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
961+ 6.46% |
$44.8K - $50.2K
|
15.8K
$855K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
957New |
$44.6K - $50K
|
957
$51.6K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
948+ 1.71% |
$44.1K - $49.5K
|
56.3K
$3.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
931+ 0.53% |
$43.4K - $48.6K
|
176K
$9.5M
|
|
|
Jan 26, 2024
Q4 2023
|
G&S Capital LLC
|
BUY
|
- |
872+ 2.2% |
$40.6K - $45.6K
|
40.6K
$2.19M
|
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
862New |
$40.1K - $45K
|
862
$46.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
839New |
$39.1K - $43.8K
|
839
$45.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
835+ 1.88% |
$38.9K - $43.6K
|
45.3K
$2.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
834+ 20.11% |
$38.8K - $43.6K
|
4.98K
$269K
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
BUY
|
- |
830+ 1.23% |
$38.7K - $43.4K
|
68.4K
$3.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
808+ 11.75% |
$37.6K - $42.2K
|
7.68K
$415K
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
771+ 0.76% |
$35.9K - $40.3K
|
103K
$5.54M
|
|
|
Feb 12, 2024
Q4 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
764+ 9.13% |
$35.6K - $39.9K
|
9.13K
$493K
|