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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
11.5K+ 6.18% |
$549K - $588K
|
198K
$10.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
11.4K+ 38.51% |
$543K - $581K
|
40.9K
$2.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
11.3K+ 31.91% |
$541K - $578K
|
46.8K
$2.52M
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
11K+ 15.42% |
$524K - $561K
|
82.2K
$4.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
11K+ 50.35% |
$524K - $561K
|
32.8K
$1.76M
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
11K+ 50.73% |
$523K - $560K
|
32.6K
$1.75M
|
|
|
Oct 24, 2023
Q3 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
10.9K+ 37.83% |
$520K - $556K
|
39.7K
$2.13M
|
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
BUY
|
- |
10.4K+ 54.53% |
$498K - $533K
|
29.6K
$1.59M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
10K+ 91.55% |
$478K - $512K
|
21K
$1.13M
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
9.8K+ 26.97% |
$468K - $500K
|
46.1K
$2.48M
|
|
|
Oct 25, 2023
Q3 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
9.64K+ 68.18% |
$460K - $492K
|
23.8K
$1.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.54K+ 29.0% |
$455K - $487K
|
42.4K
$2.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
9.46KNew |
$451K - $483K
|
9.46K
$508K
|
|
|
Nov 14, 2023
Q3 2023
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
9.43K+ 10.12% |
$450K - $482K
|
103K
$5.52M
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
9.24K+ 30.03% |
$441K - $472K
|
40K
$2.15M
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
9.23K+ 1314.25% |
$440K - $471K
|
9.93K
$534K
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
8.97K+ 102.35% |
$428K - $458K
|
17.7K
$953K
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
8.95K+ 4.08% |
$427K - $457K
|
228K
$12.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
8.8K+ 27.63% |
$420K - $449K
|
40.6K
$2.19M
|
|
|
Nov 01, 2023
Q3 2023
|
Financial Life Advisors
|
BUY
|
- |
8.74K+ 3.47% |
$417K - $446K
|
261K
$14M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.58K+ 0.71% |
$409K - $438K
|
1.21M
$65.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
8.45K+ 4.27% |
$403K - $431K
|
206K
$11.1M
|
|
|
Nov 13, 2023
Q3 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
8.41K+ 17.25% |
$401K - $429K
|
57.2K
$3.07M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
8.32K+ 11.33% |
$397K - $425K
|
81.8K
$4.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
8.07K+ 3.07% |
$385K - $412K
|
271K
$14.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
7.95K+ 21.0% |
$379K - $406K
|
45.8K
$2.46M
|
|
|
Oct 18, 2023
Q3 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
7.9K+ 44.53% |
$377K - $403K
|
25.6K
$1.38M
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
7.68K+ 66.2% |
$366K - $392K
|
19.3K
$1.04M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.57K+ 31.68% |
$361K - $386K
|
31.5K
$1.69M
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
7.44K+ 30.08% |
$355K - $380K
|
32.2K
$1.73M
|
|
|
Oct 30, 2023
Q3 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
7.44K+ 42.36% |
$355K - $380K
|
25K
$1.34M
|
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
BUY
|
- |
7.42K+ 43.27% |
$354K - $379K
|
24.6K
$1.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
7.2K+ 18.03% |
$343K - $368K
|
47.1K
$2.53M
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
7.13K+ 4.61% |
$340K - $364K
|
162K
$8.69M
|
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
7.13K+ 52.79% |
$340K - $364K
|
20.6K
$1.11M
|
|
|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
BUY
|
- |
7.09K+ 10.97% |
$338K - $362K
|
71.7K
$3.85M
|
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
7.07KNew |
$337K - $361K
|
7.07K
$380K
|
|
|
Nov 14, 2023
Q3 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
6.88KNew |
$328K - $351K
|
6.88K
$370K
|
|
|
Oct 10, 2023
Q3 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
6.71K+ 3.22% |
$320K - $343K
|
215K
$11.6M
|
|
|
Nov 02, 2023
Q3 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
6.58K+ 57.24% |
$314K - $336K
|
18.1K
$971K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.45K+ 2.41% |
$308K - $329K
|
274K
$14.7M
|
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
BUY
|
- |
6.41K+ 18.68% |
$306K - $327K
|
40.7K
$2.19M
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
6.31K+ 28.08% |
$301K - $322K
|
28.8K
$1.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6.25K+ 87.37% |
$298K - $319K
|
13.4K
$720K
|
|
|
Oct 26, 2023
Q3 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
6.2K+ 43.99% |
$296K - $317K
|
20.3K
$1.09M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.19K+ 14.22% |
$295K - $316K
|
49.7K
$2.67M
|
|
|
Oct 24, 2023
Q3 2023
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
6.19KNew |
$295K - $316K
|
6.19K
$333K
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
6.09KNew |
$291K - $311K
|
6.09K
$327K
|
|
|
Oct 27, 2023
Q3 2023
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
5.89K+ 56.87% |
$281K - $301K
|
16.3K
$874K
|
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5.88KNew |
$281K - $300K
|
5.88K
$316K
|