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
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-344- 3.73% |
$15.7K - $17.2K
|
8.88K
$504K
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-347- 5.31% |
$15.8K - $17.4K
|
6.19K
$351K
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-351- 5.61% |
$16K - $17.6K
|
5.91K
$336K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-365- 5.4% |
$16.6K - $18.3K
|
6.4K
$363K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-407- 8.15% |
$18.6K - $20.4K
|
4.59K
$261K
|
|
|
Apr 24, 2023
Q1 2023
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-414- 1.11% |
$18.9K - $20.7K
|
36.7K
$2.09M
|
|
|
Jul 20, 2023
Q1 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-432- 8.58% |
$19.7K - $21.6K
|
4.6K
$261K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
SELL
|
- |
-450- 0.84% |
$20.5K - $22.5K
|
52.9K
$3M
|
|
|
Apr 25, 2023
Q1 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-486- 3.16% |
$22.2K - $24.3K
|
14.9K
$845K
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-499- 0.3% |
$22.8K - $25K
|
165K
$9.38M
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-509- 9.15% |
$23.2K - $25.5K
|
5.06K
$287K
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-513- 72.87% |
$23.4K - $25.7K
|
191
$10.8K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-523- 5.62% |
$23.9K - $26.2K
|
8.79K
$499K
|
|
|
May 15, 2023
Q1 2023
|
Falcon Wealth Planning
|
SELL
|
- |
-531- 2.42% |
$24.2K - $26.6K
|
21.4K
$1.22M
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-572- 14.38% |
$26.1K - $28.6K
|
3.41K
$193K
|
|
|
May 12, 2023
Q1 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-577- 9.46% |
$26.3K - $28.9K
|
5.52K
$314K
|
|
|
May 11, 2023
Q1 2023
|
Virtus Family Office LLC
El Paso, TX |
SELL
|
- |
-600- 3.62% |
$27.4K - $30K
|
16K
$908K
|
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-602- 9.99% |
$27.5K - $30.1K
|
5.42K
$308K
|
|
|
May 26, 2023
Q1 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-604- 4.74% |
$27.5K - $30.2K
|
12.1K
$690K
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-645- 11.75% |
$29.4K - $32.3K
|
4.84K
$275K
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-649- 0.99% |
$29.6K - $32.5K
|
64.6K
$3.67M
|
|
|
May 15, 2023
Q1 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-664- 2.06% |
$30.3K - $33.2K
|
31.5K
$1.79M
|
|
|
Apr 20, 2023
Q1 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-680- 4.17% |
$31K - $34K
|
15.6K
$888K
|
|
|
Apr 26, 2023
Q1 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-697- 3.73% |
$31.8K - $34.9K
|
18K
$1.02M
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-712- 54.85% |
$32.5K - $35.6K
|
586
$33.3K
|
|
|
Apr 10, 2023
Q1 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-718- 11.99% |
$32.7K - $35.9K
|
5.27K
$299K
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-718- 49.18% |
$32.7K - $35.9K
|
742
$42.1K
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-721- 11.84% |
$32.9K - $36.1K
|
5.37K
$305K
|
|
|
May 15, 2023
Q1 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-727- 7.13% |
$33.2K - $36.4K
|
9.47K
$538K
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-750- 4.79% |
$34.2K - $37.5K
|
14.9K
$847K
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
SELL
|
- |
-754- 1.87% |
$34.4K - $37.7K
|
39.7K
$2.25M
|
|
|
May 10, 2023
Q1 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-770- 75.2% |
$35.1K - $38.5K
|
254
$14.4K
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-800- 9.63% |
$36.5K - $40K
|
7.51K
$426K
|
|
|
Apr 13, 2023
Q1 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-831- 9.39% |
$37.9K - $41.6K
|
8.02K
$455K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-840- 57.3% |
$38.3K - $42K
|
626
$35.5K
|
|
|
Apr 28, 2023
Q1 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-841- 12.48% |
$38.4K - $42.1K
|
5.9K
$335K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-861- 78.63% |
$39.3K - $43.1K
|
234
$13.3K
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-864- 76.53% |
$39.4K - $43.2K
|
265
$15K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-880- 50.72% |
$40.1K - $44K
|
855
$48.5K
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-908- 14.84% |
$41.4K - $45.4K
|
5.21K
$296K
|
|
|
May 15, 2023
Q1 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-925- 11.64% |
$42.2K - $46.3K
|
7.02K
$399K
|
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-930- 1.05% |
$42.4K - $46.5K
|
87.2K
$4.95M
|
|
|
Aug 11, 2023
Q1 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-933- 2.33% |
$42.6K - $46.7K
|
39K
$2.22M
|
|
|
May 10, 2023
Q1 2023
|
Zhang Financial LLC
|
SELL
|
- |
-935- 1.05% |
$42.6K - $46.8K
|
88.1K
$5M
|
|
|
Apr 18, 2023
Q1 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-953- 2.96% |
$43.5K - $47.7K
|
31.2K
$1.77M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-981- 14.84% |
$44.7K - $49.1K
|
5.63K
$320K
|
|
|
May 04, 2023
Q1 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-1.01K- 2.26% |
$45.9K - $50.3K
|
43.4K
$2.47M
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.03K- 10.65% |
$47K - $51.6K
|
8.65K
$491K
|
|
|
May 15, 2023
Q1 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-1.04K- 8.14% |
$47.3K - $51.9K
|
11.7K
$664K
|
|
|
Apr 26, 2023
Q1 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-1.08K- 0.58% |
$49.1K - $53.9K
|
185K
$10.5M
|