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 |
|---|---|---|---|---|---|---|---|
|
Aug 03, 2023
Q2 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-68- 42.24% |
$3.24K - $3.42K
|
93
$4.93K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-71- 30.34% |
$3.38K - $3.57K
|
163
$8.63K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-72- 0.54% |
$3.43K - $3.62K
|
13.4K
$708K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-73- 0.82% |
$3.47K - $3.67K
|
8.79K
$466K
|
|
|
Jul 21, 2023
Q2 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-75- 0.82% |
$3.57K - $3.77K
|
9.08K
$481K
|
|
|
Jul 28, 2023
Q2 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-81- 1.15% |
$3.86K - $4.07K
|
6.94K
$368K
|
|
|
Aug 30, 2023
Q2 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-83- 0.18% |
$3.95K - $4.17K
|
47K
$2.49M
|
|
|
Jul 20, 2023
Q2 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-85- 1.18% |
$4.05K - $4.27K
|
7.1K
$376K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
SELL
|
- |
-92- 13.47% |
$4.38K - $4.62K
|
591
$31.3K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-92- 13.53% |
$4.38K - $4.62K
|
588
$31.1K
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-100- 5.93% |
$4.76K - $5.02K
|
1.59K
$84K
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
SELL
|
- |
-103- 0.43% |
$4.9K - $5.17K
|
24.1K
$1.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-105- 7.55% |
$5K - $5.28K
|
1.29K
$68.1K
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-113- 1.64% |
$5.38K - $5.68K
|
6.76K
$358K
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-119- 0.05% |
$5.66K - $5.98K
|
217K
$11.5M
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
SELL
|
- |
-121- 0.23% |
$5.76K - $6.08K
|
52.8K
$2.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-124- 1.63% |
$5.9K - $6.23K
|
7.47K
$396K
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-129- 3.47% |
$6.14K - $6.48K
|
3.59K
$190K
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-142- 53.58% |
$6.76K - $7.13K
|
123
$6.52K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-147- 2.62% |
$7K - $7.39K
|
5.46K
$289K
|
|
|
Jul 12, 2023
Q2 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-157- 0.24% |
$7.47K - $7.89K
|
65K
$3.44M
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-171- 0.46% |
$8.14K - $8.59K
|
36.8K
$1.95M
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-171- 2.59% |
$8.14K - $8.59K
|
6.42K
$340K
|
|
|
Aug 03, 2023
Q2 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-175- 0.16% |
$8.33K - $8.79K
|
110K
$5.84M
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-185- 2.89% |
$8.81K - $9.29K
|
6.21K
$329K
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-195- 4.61% |
$9.28K - $9.8K
|
4.03K
$214K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-200- 0.52% |
$9.52K - $10K
|
38K
$2.01M
|
|
|
Jul 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-206- 0.75% |
$9.81K - $10.3K
|
27.1K
$1.44M
|
|
|
Jul 10, 2023
Q2 2023
|
Foster Group, Inc.
|
SELL
|
- |
-223- 1.37% |
$10.6K - $11.2K
|
16K
$849K
|
|
|
Jul 12, 2023
Q2 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-225- 40.69% |
$10.7K - $11.3K
|
328
$17.4K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-226- 0.42% |
$10.8K - $11.4K
|
53.8K
$2.85M
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-234- 0.79% |
$11.1K - $11.8K
|
29.3K
$1.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-241- 2.81% |
$11.5K - $12.1K
|
8.35K
$442K
|
|
|
Dec 19, 2024
Q2 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-259- 5.69% |
$12.3K - $13K
|
4.29K
$227K
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-261- 0.91% |
$12.4K - $13.1K
|
28.3K
$1.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
SELL
|
- |
-262- 3.99% |
$12.5K - $13.2K
|
6.31K
$334K
|
|
|
Jul 20, 2023
Q2 2023
|
Tkg Advisors, LLC
|
SELL
|
- |
-264- 3.17% |
$12.6K - $13.3K
|
8.06K
$427K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-267- 5.82% |
$12.7K - $13.4K
|
4.32K
$229K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-267- 5.82% |
$12.7K - $13.4K
|
4.32K
$229K
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-276- 1.66% |
$13.1K - $13.9K
|
16.4K
$866K
|
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-287- 0.11% |
$13.7K - $14.4K
|
259K
$13.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-287- 5.44% |
$13.7K - $14.4K
|
4.99K
$264K
|
|
|
Jul 20, 2023
Q2 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-289- 0.1% |
$13.8K - $14.5K
|
286K
$15.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-305- 3.44% |
$14.5K - $15.3K
|
8.55K
$453K
|
|
|
Aug 08, 2023
Q2 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-307- 83.65% |
$14.6K - $15.4K
|
60
$3.18K
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-330- 0.7% |
$15.7K - $16.6K
|
46.5K
$2.46M
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-360- 6.24% |
$17.1K - $18.1K
|
5.41K
$287K
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-368- 3.17% |
$17.5K - $18.5K
|
11.3K
$596K
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-369- 1.96% |
$17.6K - $18.5K
|
18.5K
$979K
|
|
|
Jul 24, 2023
Q2 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-373- 4.68% |
$17.8K - $18.7K
|
7.59K
$402K
|