Latest Institutional Purchases of Msci Eafe Value ETF (EFV)
This list provides information on the latest institutional transactions involving Msci Eafe Value ETF (EFV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
944+ 10.3% |
$36.3K - $44.1K
|
10.1K
$579K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
800New |
$30.8K - $37.4K
|
800
$45.8K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
474New |
$18.2K - $22.2K
|
474
$27.2K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
413New |
$15.9K - $19.3K
|
413
$23.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
330New |
$12.7K - $15.4K
|
330
$18.9K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
268New |
$10.3K - $12.5K
|
268
$15.4K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
245New |
$9.43K - $11.4K
|
245
$14K
|
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
202New |
$7.78K - $9.44K
|
202
$11.6K
|
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
131New |
$5.04K - $6.12K
|
131
$7.51K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
114New |
$4.39K - $5.33K
|
114
$6.53K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
86New |
$3.31K - $4.02K
|
86
$4.93K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
85New |
$3.27K - $3.97K
|
85
$4.87K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
72New |
$2.77K - $3.36K
|
72
$4.13K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
61New |
$2.35K - $2.85K
|
61
$3.5K
|
|
|
Jan 12, 2023
Q4 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
55New |
$2.12K - $2.57K
|
55
$3.15K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
26+ 59.09% |
$1K - $1.21K
|
70
$4.01K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
17New |
$655 - $794
|
17
$974
|
|
| Q3 2022 | |||||||
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
209KNew |
$8.02M - $9.44M
|
209K
$12M
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
28.3K+ 184.0% |
$1.09M - $1.28M
|
43.7K
$2.51M
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
14.3KNew |
$549K - $646K
|
14.3K
$819K
|
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
12.3KNew |
$474K - $558K
|
12.3K
$707K
|
|
|
Oct 17, 2022
Q3 2022
|
Riversedge Advisors, LLC
|
BUY
|
- |
10.3KNew |
$398K - $468K
|
10.3K
$593K
|
|
|
Nov 14, 2022
Q3 2022
|
Vpr Management LLC
Houston, TX |
BUY
|
- |
10K+ 38.91% |
$385K - $452K
|
35.7K
$2.05M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
9.58K+ 18.84% |
$369K - $434K
|
60.4K
$3.46M
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
6.13K+ 4.79% |
$236K - $277K
|
134K
$7.68M
|
|
|
Nov 10, 2022
Q3 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
5.87KNew |
$226K - $265K
|
5.87K
$336K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
5.49K+ 2.12% |
$211K - $249K
|
264K
$15.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Square, LLC
|
BUY
|
- |
5.22KNew |
$201K - $236K
|
5.22K
$299K
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
4.67K+ 12.54% |
$180K - $211K
|
41.9K
$2.4M
|
|
|
Nov 09, 2022
Q3 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.16KNew |
$44.8K - $52.7K
|
1.16K
$66.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
727+ 643.36% |
$28K - $32.9K
|
840
$48.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
698New |
$26.8K - $31.6K
|
698
$40K
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
527New |
$20.3K - $23.8K
|
527
$30.2K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
449New |
$17.3K - $20.3K
|
449
$25.7K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
303+ 41.11% |
$11.7K - $13.7K
|
1.04K
$59.6K
|
|
|
Nov 14, 2022
Q3 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
293New |
$11.3K - $13.3K
|
293
$16.8K
|
|
|
Oct 27, 2022
Q3 2022
|
Windham Capital Management, LLC
|
BUY
|
- |
200+ 0.96% |
$7.69K - $9.05K
|
21K
$1.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
43New |
$1.65K - $1.95K
|
43
$2.46K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
5+ 0.16% |
$192 - $226
|
3.1K
$177K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
318K+ 203.09% |
$13.8M - $16.1M
|
474K
$27.2M
|
|
|
Oct 04, 2022
Q2 2022
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
200KNew |
$8.68M - $10.2M
|
200K
$11.5M
|
|
|
Jul 20, 2022
Q2 2022
|
Gunma Bank,Ltd.
|
BUY
|
- |
40KNew |
$1.73M - $2.03M
|
40K
$2.29M
|
|
|
Aug 15, 2022
Q2 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
13.2KNew |
$574K - $672K
|
13.2K
$759K
|
|
|
Aug 09, 2022
Q2 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
13KNew |
$561K - $658K
|
13K
$743K
|
|
|
Jul 07, 2022
Q2 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
8.21KNew |
$356K - $417K
|
8.21K
$471K
|
|
|
Aug 02, 2022
Q2 2022
|
Compass Ion Advisors, LLC
|
BUY
|
- |
5.97K+ 6.69% |
$259K - $303K
|
95.2K
$5.45M
|
|
|
Aug 05, 2022
Q2 2022
|
Marco Investment Management LLC
|
BUY
|
- |
5.42KNew |
$235K - $275K
|
5.42K
$310K
|
|
|
Jul 27, 2022
Q2 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
4.98KNew |
$216K - $253K
|
4.98K
$285K
|
|
|
Jul 29, 2022
Q2 2022
|
Peak Financial Management, Inc.
|
BUY
|
- |
4.75KNew |
$206K - $241K
|
4.75K
$272K
|
|
|
Aug 03, 2022
Q2 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
3.86KNew |
$167K - $196K
|
3.86K
$221K
|
|