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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.09K- 4.78% |
$49.9K - $54.7K
|
21.8K
$1.24M
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.11K- 5.7% |
$50.6K - $55.5K
|
18.4K
$1.04M
|
|
|
Apr 19, 2023
Q1 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-1.11K- 11.25% |
$50.7K - $55.6K
|
8.77K
$498K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-1.12K- 10.9% |
$51K - $56K
|
9.15K
$519K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.13K- 2.97% |
$51.4K - $56.3K
|
36.8K
$2.09M
|
|
|
Jun 07, 2023
Q1 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-1.14K- 1.71% |
$52.1K - $57.2K
|
65.5K
$3.72M
|
|
|
May 10, 2023
Q1 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-1.15K- 0.91% |
$52.5K - $57.5K
|
125K
$7.11M
|
|
|
Apr 14, 2023
Q1 2023
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-1.24K- 18.7% |
$56.7K - $62.2K
|
5.41K
$307K
|
|
|
May 09, 2023
Q1 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-1.25K- 47.23% |
$56.8K - $62.3K
|
1.39K
$79K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.27K- 64.55% |
$58.1K - $63.7K
|
699
$39.7K
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.31K- 26.04% |
$59.7K - $65.5K
|
3.72K
$211K
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.33K- 15.69% |
$60.5K - $66.4K
|
7.13K
$405K
|
|
|
Dec 19, 2024
Q1 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-1.35K- 22.86% |
$61.5K - $67.4K
|
4.55K
$258K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.37K- 43.52% |
$62.5K - $68.6K
|
1.78K
$101K
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.4K- 9.12% |
$63.7K - $69.8K
|
13.9K
$790K
|
|
|
May 03, 2023
Q1 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-1.4K- 0.94% |
$63.7K - $69.8K
|
147K
$8.34M
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.44K- 7.12% |
$65.9K - $72.2K
|
18.8K
$1.07M
|
|
|
May 05, 2023
Q1 2023
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-1.46K- 3.71% |
$66.4K - $72.8K
|
37.7K
$2.14M
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.47K- 21.72% |
$66.8K - $73.3K
|
5.28K
$300K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.54K- 2.95% |
$70.1K - $76.9K
|
50.6K
$2.87M
|
|
|
Apr 21, 2023
Q1 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-1.54K- 17.65% |
$70.2K - $77K
|
7.19K
$408K
|
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.59K- 12.69% |
$72.7K - $79.7K
|
11K
$623K
|
|
|
Feb 13, 2025
Q1 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-1.66K- 8.59% |
$75.5K - $82.8K
|
17.6K
$1M
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.66K- 18.38% |
$75.6K - $82.9K
|
7.36K
$418K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-1.67K- 5.87% |
$76K - $83.3K
|
26.7K
$1.52M
|
|
|
Apr 20, 2023
Q1 2023
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-1.68K- 3.45% |
$76.5K - $83.9K
|
46.9K
$2.66M
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-1.69K- 66.52% |
$77K - $84.5K
|
850
$48.3K
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.72K- 1.53% |
$78.2K - $85.8K
|
111K
$6.28M
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1.76K- 16.62% |
$80.3K - $88.1K
|
8.84K
$502K
|
|
|
Apr 18, 2023
Q1 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.77K- 2.65% |
$80.8K - $88.6K
|
65.1K
$3.7M
|
|
|
Apr 21, 2023
Q1 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-1.8K- 2.64% |
$81.9K - $89.8K
|
66.3K
$3.76M
|
|
|
Apr 24, 2023
Q1 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-1.8K- 21.17% |
$82.1K - $90K
|
6.7K
$381K
|
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.87K- 22.98% |
$85.3K - $93.6K
|
6.27K
$356K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-1.88K- 4.69% |
$85.8K - $94.1K
|
38.2K
$2.17M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-1.9K- 99.9% |
$86.8K - $95.2K
|
2
$114
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.91K- 18.23% |
$87.3K - $95.7K
|
8.59K
$488K
|
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.93K- 7.1% |
$87.9K - $96.4K
|
25.2K
$1.43M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-1.93K- 12.76% |
$88K - $96.5K
|
13.2K
$750K
|
|
|
Aug 27, 2024
Q1 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-1.95K- 13.49% |
$88.8K - $97.4K
|
12.5K
$709K
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.99K- 7.93% |
$90.7K - $99.4K
|
23.1K
$1.31M
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.99K- 7.93% |
$90.7K - $99.4K
|
23.1K
$1.31M
|
|
|
Apr 24, 2023
Q1 2023
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-2.03K- 5.5% |
$92.7K - $102K
|
34.9K
$1.98M
|
|
|
May 03, 2023
Q1 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-2.03K- 3.01% |
$92.8K - $102K
|
65.6K
$3.72M
|
|
|
Apr 07, 2023
Q1 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-2.05K- 4.65% |
$93.4K - $102K
|
42K
$2.38M
|
|
|
Apr 21, 2023
Q1 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-2.12K- 2.17% |
$96.6K - $106K
|
95.5K
$5.42M
|
|
|
Apr 19, 2023
Q1 2023
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-2.18K- 17.96% |
$99.2K - $109K
|
9.94K
$565K
|
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
SELL
|
- |
-2.4K- 12.48% |
$109K - $120K
|
16.8K
$956K
|
|
|
May 11, 2023
Q1 2023
|
Absolute Capital Management, LLC
|
SELL
|
- |
-2.49K- 16.66% |
$113K - $124K
|
12.4K
$706K
|
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-2.5K- 28.46% |
$114K - $125K
|
6.27K
$356K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2.5K- 2.7% |
$114K - $125K
|
90.1K
$5.12M
|