Purchases and Sales Made in Q1 2023 in Msci Eafe Value ETF (EFV)
This table provides information about the institutional ownership of Msci Eafe Value ETF (EFV) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.79K+ 4.95% |
$218K - $239K
|
101K
$5.76M
|
|
|
May 03, 2023
Q1 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
4.67K+ 1.99% |
$213K - $234K
|
239K
$13.6M
|
|
|
May 10, 2023
Q1 2023
|
Biechele Royce Advisors
|
BUY
|
- |
4.65KNew |
$212K - $233K
|
4.65K
$264K
|
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
4.56KNew |
$208K - $228K
|
4.56K
$259K
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
4.43KNew |
$202K - $221K
|
4.43K
$251K
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
4.38K+ 3.61% |
$200K - $219K
|
126K
$7.13M
|
|
|
May 01, 2023
Q1 2023
|
Oak Family Advisors, LLC
|
BUY
|
- |
4.32KNew |
$197K - $216K
|
4.32K
$245K
|
|
|
May 15, 2023
Q1 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
4.3K+ 56.72% |
$196K - $215K
|
11.9K
$675K
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
4.16KNew |
$190K - $208K
|
4.16K
$236K
|
|
|
May 15, 2023
Q1 2023
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
4K+ 4.77% |
$183K - $200K
|
87.9K
$4.99M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.95K+ 2.93% |
$180K - $198K
|
139K
$7.89M
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
3.92K+ 62.01% |
$179K - $196K
|
10.3K
$582K
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3.92K+ 13.03% |
$179K - $196K
|
34K
$1.93M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.81K+ 14.03% |
$174K - $191K
|
31K
$1.76M
|
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
3.79K+ 12.82% |
$173K - $190K
|
33.4K
$1.9M
|
|
|
May 15, 2023
Q1 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
3.75K+ 19.92% |
$171K - $188K
|
22.6K
$1.28M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.67K+ 0.77% |
$167K - $184K
|
483K
$27.4M
|
|
|
May 15, 2023
Q1 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
3.57K+ 1.81% |
$163K - $178K
|
201K
$11.4M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
3.57K+ 2.17% |
$163K - $178K
|
167K
$9.51M
|
|
|
Jul 09, 2024
Q1 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
3.42K+ 12.26% |
$156K - $171K
|
31.3K
$1.78M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.4K+ 2.31% |
$155K - $170K
|
151K
$8.55M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
3.35K+ 19.43% |
$153K - $167K
|
20.6K
$1.17M
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.32K+ 2.36% |
$151K - $166K
|
144K
$8.15M
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
3.25K+ 18.09% |
$148K - $163K
|
21.2K
$1.21M
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.18K+ 3.62% |
$145K - $159K
|
91K
$5.17M
|
|
|
Apr 06, 2023
Q1 2023
|
Foster Group, Inc.
|
BUY
|
- |
3.16K+ 24.08% |
$144K - $158K
|
16.3K
$923K
|
|
|
May 01, 2023
Q1 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
3.13K+ 14.23% |
$143K - $157K
|
25.1K
$1.43M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.02K+ 2.49% |
$138K - $151K
|
124K
$7.06M
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
2.98K+ 3.28% |
$136K - $149K
|
93.8K
$5.33M
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
2.92K+ 3.88% |
$133K - $146K
|
78.2K
$4.44M
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
BUY
|
- |
2.91K+ 7.33% |
$133K - $146K
|
42.7K
$2.42M
|
|
|
Apr 06, 2023
Q1 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
2.88K+ 11.77% |
$131K - $144K
|
27.3K
$1.55M
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2.8KNew |
$128K - $140K
|
2.8K
$159K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.77K+ 6.11% |
$126K - $139K
|
48.1K
$2.73M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.76K+ 21.71% |
$126K - $138K
|
15.5K
$879K
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.74K+ 2.55% |
$125K - $137K
|
110K
$6.25M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.72K+ 3.38% |
$124K - $136K
|
83.2K
$4.72M
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
2.68K+ 8.48% |
$122K - $134K
|
34.3K
$1.95M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
2.65K+ 17.12% |
$121K - $133K
|
18.1K
$1.03M
|
|
|
Apr 17, 2023
Q1 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
2.63K+ 7.98% |
$120K - $132K
|
35.6K
$2.02M
|
|
|
May 03, 2023
Q1 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
2.6K+ 25.61% |
$118K - $130K
|
12.7K
$724K
|
|
|
Aug 08, 2024
Q1 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
2.57K+ 8.48% |
$117K - $129K
|
32.9K
$1.87M
|
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.56K+ 24.23% |
$117K - $128K
|
13.1K
$746K
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
2.54K+ 1.19% |
$116K - $127K
|
217K
$12.3M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
2.51K+ 10.81% |
$114K - $125K
|
25.7K
$1.46M
|
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
2.46K+ 2.17% |
$112K - $123K
|
116K
$6.58M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
2.45K+ 25.69% |
$112K - $123K
|
12K
$682K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.38K+ 0.85% |
$108K - $119K
|
283K
$16.1M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.36K+ 1.32% |
$107K - $118K
|
181K
$10.3M
|
|
|
Apr 12, 2023
Q1 2023
|
Collective Family Office LLC
|
BUY
|
- |
2.35K+ 3.95% |
$107K - $118K
|
61.9K
$3.51M
|