Purchases and Sales Made in Q2 2023 in Msci Eafe Value ETF (EFV)
This table provides information about the institutional ownership of Msci Eafe Value ETF (EFV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2023
Q2 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-374- 3.59% |
$17.8K - $18.8K
|
10.1K
$531K
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-379- 0.28% |
$18K - $19K
|
135K
$7.15M
|
|
|
Aug 07, 2023
Q2 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-401- 6.95% |
$19.1K - $20.1K
|
5.37K
$283K
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-422- 6.8% |
$20.1K - $21.2K
|
5.79K
$305K
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-441- 7.51% |
$21K - $22.2K
|
5.43K
$287K
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-450- 54.22% |
$21.4K - $22.6K
|
380
$20.1K
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-455- 2.43% |
$21.7K - $22.9K
|
18.3K
$964K
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-466- 6.8% |
$22.2K - $23.4K
|
6.38K
$337K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-467- 6.18% |
$22.2K - $23.5K
|
7.1K
$375K
|
|
|
Jul 26, 2023
Q2 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-468- 1.93% |
$22.3K - $23.5K
|
23.7K
$1.25M
|
|
|
Jul 26, 2023
Q2 2023
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-502- 5.05% |
$23.9K - $25.2K
|
9.44K
$498K
|
|
|
Jul 17, 2023
Q2 2023
|
Bremer Bank National Association
|
SELL
|
- |
-519- 1.09% |
$24.7K - $26.1K
|
47.1K
$2.49M
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
SELL
|
- |
-523- 8.15% |
$24.9K - $26.3K
|
5.9K
$311K
|
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-536- 3.43% |
$25.5K - $26.9K
|
15.1K
$798K
|
|
|
Aug 09, 2023
Q2 2023
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-613- 3.3% |
$29.2K - $30.8K
|
18K
$948K
|
|
|
Aug 04, 2023
Q2 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-634- 4.26% |
$30.2K - $31.9K
|
14.3K
$752K
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-639- 2.52% |
$30.4K - $32.1K
|
24.7K
$1.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-648- 9.89% |
$30.8K - $32.6K
|
5.91K
$312K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-654- 0.68% |
$31.1K - $32.9K
|
94.8K
$5.01M
|
|
|
Jul 20, 2023
Q2 2023
|
Veracity Capital LLC
|
SELL
|
- |
-723- 7.95% |
$34.4K - $36.3K
|
8.38K
$442K
|
|
|
Aug 01, 2023
Q2 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-723- 13.72% |
$34.4K - $36.3K
|
4.55K
$240K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-725- 2.81% |
$34.5K - $36.4K
|
25.1K
$1.32M
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-726- 14.99% |
$34.6K - $36.5K
|
4.12K
$217K
|
|
|
Aug 08, 2023
Q2 2023
|
Wrapmanager Inc
|
SELL
|
- |
-735- 6.33% |
$35K - $36.9K
|
10.9K
$574K
|
|
|
Aug 24, 2023
Q2 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-742- 14.24% |
$35.3K - $37.3K
|
4.47K
$236K
|
|
|
Jul 26, 2023
Q2 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-768- 6.26% |
$36.6K - $38.6K
|
11.5K
$607K
|
|
|
Jul 28, 2023
Q2 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-794- 1.14% |
$37.8K - $39.9K
|
68.8K
$3.63M
|
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
SELL
|
- |
-795- 3.79% |
$37.8K - $39.9K
|
20.2K
$1.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-806- 3.02% |
$38.4K - $40.5K
|
25.9K
$1.37M
|
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-835- 0.96% |
$39.7K - $42K
|
86.4K
$4.56M
|
|
|
Aug 08, 2023
Q2 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-835- 5.54% |
$39.7K - $42K
|
14.2K
$752K
|
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-864- 1.34% |
$41.1K - $43.4K
|
63.8K
$3.37M
|
|
|
Jul 24, 2023
Q2 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-885- 2.88% |
$42.1K - $44.5K
|
29.9K
$1.58M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-906- 1.88% |
$43.1K - $45.5K
|
47.2K
$2.49M
|
|
|
Aug 04, 2023
Q2 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-909- 52.03% |
$43.3K - $45.7K
|
838
$44.2K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-918- 1.13% |
$43.7K - $46.1K
|
80.1K
$4.23M
|
|
|
Jul 21, 2023
Q2 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-931- 4.14% |
$44.3K - $46.8K
|
21.5K
$1.14M
|
|
|
Aug 08, 2023
Q2 2023
|
Family Firm, Inc.
|
SELL
|
- |
-946- 9.14% |
$45K - $47.5K
|
9.4K
$496K
|
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-964- 0.69% |
$45.9K - $48.4K
|
139K
$7.35M
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-977- 11.12% |
$46.5K - $49.1K
|
7.81K
$412K
|
|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-980- 4.86% |
$46.6K - $49.2K
|
19.2K
$1.01M
|
|
|
Aug 01, 2023
Q2 2023
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-981- 6.49% |
$46.7K - $49.3K
|
14.1K
$746K
|
|
|
Jul 11, 2023
Q2 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-1K- 65.57% |
$47.6K - $50.2K
|
525
$27.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-1.01K- 2.11% |
$48K - $50.6K
|
46.7K
$2.47M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.01K- 0.2% |
$48.1K - $50.7K
|
497K
$26.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.05K- 9.98% |
$49.7K - $52.5K
|
9.43K
$498K
|
|
|
Jul 05, 2023
Q2 2023
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-1.08K- 0.8% |
$51.5K - $54.4K
|
134K
$7.07M
|
|
|
Jul 20, 2023
Q2 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-1.09K- 1.69% |
$51.7K - $54.6K
|
63.2K
$3.34M
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.15K- 9.09% |
$54.6K - $57.6K
|
11.5K
$606K
|
|
|
Jul 14, 2023
Q2 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-1.16K- 3.71% |
$55.1K - $58.1K
|
30K
$1.59M
|