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 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
24.5K+ 45.83% |
$1.17M - $1.25M
|
78.1K
$4.14M
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
23.5K+ 16.29% |
$1.12M - $1.2M
|
168K
$8.9M
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
22.4K+ 31.09% |
$1.07M - $1.15M
|
94.7K
$5.01M
|
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
BUY
|
- |
22.2K+ 90.05% |
$1.06M - $1.14M
|
46.9K
$2.49M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
22.1K+ 18.49% |
$1.05M - $1.13M
|
142K
$7.5M
|
|
|
Nov 07, 2023
Q3 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
21.4K+ 2.07% |
$1.02M - $1.09M
|
1.05M
$55.8M
|
|
|
Oct 11, 2023
Q3 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
21.3K+ 33.71% |
$1.02M - $1.09M
|
84.7K
$4.48M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
21.2KNew |
$1.01M - $1.08M
|
21.2K
$1.12M
|
|
|
Aug 28, 2024
Q3 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
20.8K+ 2.02% |
$994K - $1.06M
|
1.05M
$55.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
20.8K+ 42.39% |
$990K - $1.06M
|
69.7K
$3.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
20.5K+ 3.32% |
$978K - $1.05M
|
637K
$33.8M
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
20.3K+ 47.6% |
$970K - $1.04M
|
63K
$3.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
20K+ 51.42% |
$956K - $1.02M
|
59K
$3.13M
|
|
|
Oct 20, 2023
Q3 2023
|
Lantz Financial LLC
|
BUY
|
- |
20K+ 42.45% |
$954K - $1.02M
|
67.1K
$3.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
19.8K+ 44.89% |
$944K - $1.01M
|
63.9K
$3.38M
|
|
|
Nov 02, 2023
Q3 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
19.5K+ 72.81% |
$932K - $998K
|
46.4K
$2.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
19.3K+ 3.13% |
$922K - $987K
|
638K
$33.8M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
19.2K+ 30.75% |
$915K - $979K
|
81.5K
$4.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
19.1KNew |
$910K - $974K
|
19.1K
$1.01M
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
18.3K+ 5.69% |
$875K - $936K
|
341K
$18M
|
|
|
Nov 13, 2023
Q3 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
18.1KNew |
$864K - $924K
|
18.1K
$959K
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
17.6K+ 1009.4% |
$840K - $899K
|
19.3K
$1.02M
|
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
17.6K+ 10.08% |
$839K - $897K
|
192K
$10.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
17.3K+ 64.13% |
$825K - $883K
|
44.3K
$2.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
17.3K+ 8.5% |
$824K - $882K
|
220K
$11.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
16.9K+ 103.62% |
$806K - $862K
|
33.2K
$1.76M
|
|
|
Nov 01, 2023
Q3 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
16.5KNew |
$786K - $841K
|
16.5K
$873K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
16.4K+ 41.97% |
$783K - $838K
|
55.5K
$2.94M
|
|
|
Nov 15, 2023
Q3 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
16.4K+ 28.88% |
$782K - $837K
|
73.2K
$3.88M
|
|
|
Oct 31, 2023
Q3 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
15.8K+ 30.31% |
$755K - $808K
|
68K
$3.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
14.8K+ 47.36% |
$705K - $754K
|
46K
$2.43M
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
14.7K+ 88.12% |
$700K - $749K
|
31.3K
$1.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
14.6K+ 48.24% |
$695K - $744K
|
44.8K
$2.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
14.6KNew |
$695K - $744K
|
14.6K
$772K
|
|
|
Nov 13, 2023
Q3 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
14.3K+ 50.57% |
$682K - $730K
|
42.6K
$2.25M
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
13.9K+ 203.56% |
$664K - $710K
|
20.7K
$1.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
13.7K+ 70.04% |
$653K - $698K
|
33.2K
$1.76M
|
|
|
Oct 13, 2023
Q3 2023
|
Brave Asset Management Inc
|
BUY
|
- |
13.5K+ 3.3% |
$646K - $692K
|
424K
$22.4M
|
|
|
Oct 26, 2023
Q3 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
13.5K+ 28.64% |
$646K - $691K
|
60.8K
$3.22M
|
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
13K+ 35.83% |
$621K - $664K
|
49.3K
$2.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
12.9K+ 45.6% |
$616K - $659K
|
41.2K
$2.18M
|
|
|
Nov 09, 2023
Q3 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
12.7K+ 41.03% |
$607K - $650K
|
43.7K
$2.32M
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
12.6K+ 26.77% |
$600K - $642K
|
59.6K
$3.16M
|
|
|
Oct 10, 2023
Q3 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
12.6K+ 232.35% |
$600K - $642K
|
18K
$953K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
12.3K+ 14.65% |
$585K - $626K
|
95.9K
$5.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
12.2K+ 2.11% |
$582K - $623K
|
590K
$31.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Sepio Capital, LP
|
BUY
|
- |
12KNew |
$574K - $615K
|
12K
$638K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
12K+ 66.7% |
$573K - $613K
|
30K
$1.59M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
11.9K+ 141.4% |
$565K - $605K
|
20.2K
$1.07M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
11.5K+ 6.18% |
$549K - $588K
|
198K
$10.5M
|