Purchases and Sales Made in Q3 2023 in Msci Eafe Value ETF (EFV)
This table provides information about the institutional ownership of Msci Eafe Value ETF (EFV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Harbor Group, Inc.
|
BUY
|
- |
20+ 0.2% |
$954 - $1.02K
|
10.2K
$538K
|
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
BUY
|
- |
16+ 0.23% |
$763 - $817
|
7.1K
$375K
|
|
|
Oct 23, 2023
Q3 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
15+ 1.32% |
$716 - $766
|
1.15K
$60.7K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
14+ 2.37% |
$668 - $715
|
605
$31.9K
|
|
|
Oct 18, 2023
Q3 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
11+ 0.09% |
$525 - $562
|
11.6K
$614K
|
|
|
Nov 08, 2023
Q3 2023
|
Connable Office Inc
|
BUY
|
- |
9+ 0.0% |
$429 - $460
|
199K
$10.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
9+ 0.1% |
$429 - $460
|
9.37K
$494K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
7+ 0.04% |
$334 - $357
|
19.5K
$1.03M
|
|
|
Oct 24, 2023
Q3 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
2+ 0.08% |
$95.4 - $102
|
2.6K
$137K
|
|
|
Oct 10, 2023
Q3 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
2+ 0.01% |
$95.4 - $102
|
27.1K
$1.43M
|
|
|
Oct 26, 2023
Q3 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-2- 0.02% |
$95.4 - $102
|
10K
$530K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-3- -0.0% |
$143 - $153
|
94.8K
$5.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-9- 0.62% |
$429 - $460
|
1.43K
$75.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-11- 0.18% |
$525 - $562
|
6.14K
$324K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-11- 11.58% |
$525 - $562
|
84
$4.43K
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-17- 0.23% |
$811 - $868
|
7.45K
$393K
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-18- 14.63% |
$859 - $919
|
105
$5.54K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-19- 0.15% |
$906 - $970
|
12.4K
$657K
|
|
|
Oct 16, 2023
Q3 2023
|
Well Done, LLC
|
SELL
|
- |
-25- 0.32% |
$1.19K - $1.28K
|
7.87K
$416K
|
|
|
Jan 30, 2024
Q3 2023
|
Dgs Capital Management, LLC
|
SELL
|
- |
-27- 0.35% |
$1.29K - $1.38K
|
7.73K
$408K
|
|
|
Nov 13, 2023
Q3 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-30- 32.26% |
$1.43K - $1.53K
|
63
$3.33K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-33- 0.82% |
$1.57K - $1.68K
|
4K
$211K
|
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-39- 0.61% |
$1.86K - $1.99K
|
6.38K
$337K
|
|
|
Nov 02, 2023
Q3 2023
|
Tkg Advisors, LLC
|
SELL
|
- |
-48- 0.6% |
$2.29K - $2.45K
|
8.01K
$423K
|
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
SELL
|
- |
-51- 60.71% |
$2.43K - $2.6K
|
33
$1.74K
|
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-71- 94.67% |
$3.39K - $3.63K
|
4
$211
|
|
|
Oct 24, 2023
Q3 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-81- 0.76% |
$3.86K - $4.14K
|
10.6K
$560K
|
|
|
Oct 13, 2023
Q3 2023
|
First Citizens Financial Corp
|
SELL
|
- |
-85- 0.57% |
$4.06K - $4.34K
|
14.9K
$784K
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
SELL
|
- |
-90- 0.37% |
$4.29K - $4.6K
|
24K
$1.27M
|
|
|
Oct 10, 2023
Q3 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-93- 0.3% |
$4.44K - $4.75K
|
31.2K
$1.65M
|
|
|
Oct 26, 2023
Q3 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-100- 1.32% |
$4.77K - $5.11K
|
7.49K
$396K
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-102- 0.12% |
$4.87K - $5.21K
|
84.2K
$4.44M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-105- 46.46% |
$5.01K - $5.36K
|
121
$6.39K
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-106- 1.72% |
$5.06K - $5.41K
|
6.05K
$319K
|
|
|
Oct 12, 2023
Q3 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-106- 2.33% |
$5.06K - $5.41K
|
4.44K
$234K
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
SELL
|
- |
-109- 63.37% |
$5.2K - $5.57K
|
63
$3.33K
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-118- 0.65% |
$5.63K - $6.03K
|
18.2K
$958K
|
|
|
Nov 06, 2023
Q3 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-131- 0.49% |
$6.25K - $6.69K
|
26.4K
$1.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-134- 20.78% |
$6.39K - $6.84K
|
511
$27K
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-139- 2.39% |
$6.63K - $7.1K
|
5.68K
$300K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-154- 17.28% |
$7.35K - $7.86K
|
737
$38.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-163- 0.92% |
$7.78K - $8.32K
|
17.6K
$928K
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-167- 97.66% |
$7.97K - $8.53K
|
4
$211
|
|
|
Nov 01, 2023
Q3 2023
|
Biechele Royce Advisors
|
SELL
|
- |
-182- 3.4% |
$8.68K - $9.29K
|
5.17K
$273K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-196- 43.36% |
$9.35K - $10K
|
256
$13.5K
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-196- 3.32% |
$9.35K - $10K
|
5.71K
$301K
|
|
|
Oct 18, 2023
Q3 2023
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-217- 0.16% |
$10.4K - $11.1K
|
134K
$7.06M
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-222- 2.52% |
$10.6K - $11.3K
|
8.57K
$453K
|
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-227- 5.78% |
$10.8K - $11.6K
|
3.7K
$195K
|
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-230- 1.0% |
$11K - $11.7K
|
22.8K
$1.21M
|