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 10, 2023
Q1 2023
|
Ascent Group, LLC
|
BUY
|
- |
2.34K+ 5.33% |
$107K - $117K
|
46.3K
$2.63M
|
|
|
Apr 26, 2023
Q1 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.31K+ 24.67% |
$105K - $116K
|
11.7K
$663K
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.26K+ 6.53% |
$103K - $113K
|
36.9K
$2.09M
|
|
|
Apr 26, 2023
Q1 2023
|
First American Trust, Fsb
|
BUY
|
- |
2.2K+ 2.41% |
$100K - $110K
|
93.7K
$5.32M
|
|
|
Apr 24, 2023
Q1 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
2.2K+ 8.15% |
$100K - $110K
|
29.1K
$1.65M
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.17KNew |
$98.9K - $108K
|
2.17K
$123K
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2.12K+ 2.28% |
$96.9K - $106K
|
95.4K
$5.42M
|
|
|
Apr 13, 2023
Q1 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
2.05K+ 0.33% |
$93.7K - $103K
|
619K
$35.1M
|
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
BUY
|
- |
1.99K+ 11.09% |
$90.5K - $99.3K
|
19.9K
$1.13M
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
1.96K+ 98200.0% |
$89.6K - $98.2K
|
1.97K
$112K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.86K+ 9.52% |
$84.8K - $93K
|
21.4K
$1.22M
|
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
1.75K+ 5.65% |
$80K - $87.7K
|
32.8K
$1.86M
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.72K+ 3.81% |
$78.4K - $86K
|
46.9K
$2.66M
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.68KNew |
$76.8K - $84.2K
|
1.68K
$95.6K
|
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
1.64KNew |
$74.6K - $81.8K
|
1.64K
$92.9K
|
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.62K+ 19.23% |
$73.8K - $80.9K
|
10K
$570K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.61K+ 53.89% |
$73.3K - $80.4K
|
4.59K
$261K
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.59K+ 1.22% |
$72.5K - $79.5K
|
132K
$7.51M
|
|
|
Apr 13, 2023
Q1 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
1.54K+ 11.53% |
$70.2K - $77K
|
14.9K
$846K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.52K+ 2.97% |
$69.2K - $75.9K
|
52.6K
$2.99M
|
|
|
May 08, 2023
Q1 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.45K+ 6.9% |
$66.1K - $72.5K
|
22.5K
$1.28M
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.41K+ 14.44% |
$64.3K - $70.5K
|
11.2K
$634K
|
|
|
May 12, 2023
Q1 2023
|
Campion Asset Management
|
BUY
|
- |
1.3K+ 6.18% |
$59.3K - $65K
|
22.4K
$1.27M
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
BUY
|
- |
1.3K+ 7.46% |
$59.3K - $65K
|
18.7K
$1.06M
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
1.21K+ 25.84% |
$55K - $60.3K
|
5.87K
$333K
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.1K+ 86.22% |
$49.9K - $54.8K
|
2.37K
$134K
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
BUY
|
- |
1.09K+ 20.52% |
$49.9K - $54.7K
|
6.42K
$364K
|
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.04K+ 10.23% |
$47.5K - $52.1K
|
11.2K
$637K
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.01K+ 22.83% |
$46K - $50.4K
|
5.42K
$308K
|
|
|
May 15, 2023
Q1 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
971+ 1.12% |
$44.3K - $48.6K
|
87.4K
$4.96M
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
949+ 28.84% |
$43.3K - $47.5K
|
4.24K
$241K
|
|
|
May 12, 2023
Q1 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
923New |
$42.1K - $46.2K
|
923
$52.4K
|
|
|
Apr 06, 2023
Q1 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
900+ 0.83% |
$41K - $45K
|
109K
$6.19M
|
|
|
Apr 19, 2023
Q1 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
887+ 15.65% |
$40.5K - $44.4K
|
6.55K
$372K
|
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
817+ 13.24% |
$37.3K - $40.9K
|
6.99K
$397K
|
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
780New |
$35.6K - $39K
|
780
$44.3K
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
748+ 13.14% |
$34.1K - $37.4K
|
6.44K
$366K
|
|
|
Apr 10, 2023
Q1 2023
|
Bcs Wealth Management
|
BUY
|
- |
724+ 13.75% |
$33K - $36.2K
|
5.99K
$340K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
717+ 14.65% |
$32.7K - $35.9K
|
5.61K
$319K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
702New |
$32K - $35.1K
|
702
$39.9K
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
BUY
|
- |
700New |
$31.9K - $35K
|
700
$39.7K
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
666+ 5.57% |
$30.4K - $33.3K
|
12.6K
$717K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
633New |
$28.9K - $31.7K
|
633
$35.9K
|
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
BUY
|
- |
629+ 5.73% |
$28.7K - $31.5K
|
11.6K
$659K
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
607+ 13.88% |
$27.7K - $30.4K
|
4.98K
$283K
|
|
|
Apr 26, 2023
Q1 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
605+ 5.07% |
$27.6K - $30.3K
|
12.5K
$712K
|
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
596+ 10.35% |
$27.2K - $29.8K
|
6.36K
$361K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
581+ 5.88% |
$26.5K - $29.1K
|
10.5K
$594K
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
545+ 8.64% |
$24.9K - $27.3K
|
6.85K
$389K
|
|
|
Apr 24, 2023
Q1 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
489+ 2.13% |
$22.3K - $24.5K
|
23.4K
$1.33M
|