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 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
227+ 0.31% |
$10.6K - $11.9K
|
72.4K
$3.91M
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
226+ 5.3% |
$10.5K - $11.8K
|
4.49K
$242K
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
224+ 29.55% |
$10.4K - $11.7K
|
982
$53K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
222New |
$10.3K - $11.6K
|
222
$12K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
216+ 0.39% |
$10.1K - $11.3K
|
55.4K
$2.99M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
202+ 0.55% |
$9.41K - $10.6K
|
36.9K
$1.99M
|
|
|
Jan 09, 2024
Q4 2023
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
197+ 1.16% |
$9.17K - $10.3K
|
17.2K
$926K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
196+ 59.76% |
$9.13K - $10.2K
|
524
$28.3K
|
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
188+ 0.6% |
$8.76K - $9.82K
|
31.4K
$1.69M
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
182New |
$8.48K - $9.51K
|
182
$9.82K
|
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
168+ 3.16% |
$7.82K - $8.78K
|
5.48K
$296K
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
BUY
|
- |
166+ 1.83% |
$7.73K - $8.67K
|
9.26K
$500K
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
157+ 0.32% |
$7.31K - $8.2K
|
49.5K
$2.67M
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
153+ 30.91% |
$7.13K - $7.99K
|
648
$35K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
153+ 1.97% |
$7.13K - $7.99K
|
7.93K
$428K
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
152+ 1.99% |
$7.08K - $7.94K
|
7.8K
$421K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
150+ 0.89% |
$6.99K - $7.84K
|
17K
$915K
|
|
|
Feb 06, 2024
Q4 2023
|
Claris Advisors, LLC
|
BUY
|
- |
149+ 1.83% |
$6.94K - $7.79K
|
8.27K
$446K
|
|
|
Feb 13, 2024
Q4 2023
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
145+ 0.02% |
$6.75K - $7.58K
|
590K
$31.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
144+ 0.58% |
$6.71K - $7.52K
|
25.1K
$1.36M
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
134+ 1.83% |
$6.24K - $7K
|
7.44K
$402K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
127+ 4.12% |
$5.91K - $6.64K
|
3.21K
$173K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
126New |
$5.87K - $6.58K
|
126
$6.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
126+ 2.0% |
$5.87K - $6.58K
|
6.44K
$347K
|
|
|
Jan 18, 2024
Q4 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
124+ 1.37% |
$5.77K - $6.48K
|
9.17K
$495K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
115New |
$5.36K - $6.01K
|
115
$6.21K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
109+ 1.85% |
$5.08K - $5.7K
|
6.01K
$324K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
104+ 1.39% |
$4.84K - $5.43K
|
7.6K
$410K
|
|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
103+ 1.73% |
$4.8K - $5.38K
|
6.07K
$328K
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
99+ 1.86% |
$4.61K - $5.17K
|
5.42K
$292K
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
91+ 22.03% |
$4.24K - $4.75K
|
504
$27.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
87New |
$4.05K - $4.55K
|
87
$4.69K
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
87New |
$4.05K - $4.55K
|
87
$4.69K
|
|
|
Feb 12, 2024
Q4 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
84New |
$3.91K - $4.39K
|
84
$4.53K
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
77+ 1.01% |
$3.59K - $4.02K
|
7.68K
$414K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
72+ 7200.0% |
$3.35K - $3.76K
|
73
$3.94K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
70New |
$3.26K - $3.66K
|
70
$3.78K
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
66+ 6.38% |
$3.07K - $3.45K
|
1.1K
$59.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
52New |
$2.42K - $2.72K
|
52
$2.81K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
52+ 1.81% |
$2.42K - $2.72K
|
2.92K
$158K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
52+ 1.81% |
$2.42K - $2.72K
|
2.92K
$158K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
51+ 42.15% |
$2.38K - $2.66K
|
172
$9.28K
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
50+ 0.81% |
$2.33K - $2.61K
|
6.19K
$334K
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
BUY
|
- |
48+ 1.02% |
$2.24K - $2.51K
|
4.75K
$256K
|
|
|
Jan 23, 2024
Q4 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
47+ 1.12% |
$2.19K - $2.46K
|
4.23K
$228K
|
|
|
Jan 31, 2024
Q4 2023
|
Ade, LLC
|
BUY
|
- |
46+ 0.08% |
$2.14K - $2.4K
|
56.2K
$3.03M
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
43+ 0.16% |
$2K - $2.25K
|
26.4K
$1.43M
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
BUY
|
- |
41+ 0.99% |
$1.91K - $2.14K
|
4.18K
$226K
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
40New |
$1.86K - $2.09K
|
40
$2.16K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
36+ 0.5% |
$1.68K - $1.88K
|
7.27K
$392K
|