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 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
5.88K+ 90.9% |
$280K - $300K
|
12.3K
$663K
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
5.79K+ 22.14% |
$276K - $295K
|
31.9K
$1.72M
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
5.69K+ 33.33% |
$271K - $291K
|
22.8K
$1.22M
|
|
|
Oct 16, 2023
Q3 2023
|
Essex LLC
|
BUY
|
- |
5.63KNew |
$269K - $288K
|
5.63K
$303K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.49K+ 96.31% |
$262K - $280K
|
11.2K
$601K
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
5.47K+ 4.74% |
$261K - $279K
|
121K
$6.5M
|
|
|
Oct 17, 2023
Q3 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
5.34K+ 14.22% |
$255K - $273K
|
42.9K
$2.31M
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5.33KNew |
$254K - $272K
|
5.33K
$287K
|
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
BUY
|
- |
5.31KNew |
$253K - $271K
|
5.31K
$285K
|
|
|
Oct 19, 2023
Q3 2023
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
5.24KNew |
$250K - $267K
|
5.24K
$281K
|
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
BUY
|
- |
5.2K+ 7.32% |
$248K - $265K
|
76.2K
$4.1M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
5.19K+ 6.86% |
$248K - $265K
|
80.9K
$4.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.09KNew |
$243K - $260K
|
5.09K
$274K
|
|
|
Oct 30, 2023
Q3 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
5.01KNew |
$239K - $256K
|
5.01K
$269K
|
|
|
Oct 18, 2023
Q3 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
4.91KNew |
$234K - $250K
|
4.91K
$264K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
4.87K+ 36.9% |
$232K - $249K
|
18.1K
$972K
|
|
|
Nov 01, 2023
Q3 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
4.84K+ 2.49% |
$231K - $247K
|
199K
$10.7M
|
|
|
Nov 01, 2023
Q3 2023
|
Horan Securities, Inc.
|
BUY
|
- |
4.81K+ 7.12% |
$230K - $246K
|
72.4K
$3.89M
|
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
BUY
|
- |
4.7KNew |
$224K - $240K
|
4.7K
$253K
|
|
|
Nov 06, 2023
Q3 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
4.51K+ 44.82% |
$215K - $230K
|
14.6K
$783K
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
4.5K+ 18.2% |
$214K - $230K
|
29.2K
$1.57M
|
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
BUY
|
- |
4.43K+ 7.01% |
$211K - $226K
|
67.6K
$3.63M
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
4.28K+ 97.92% |
$204K - $219K
|
8.66K
$466K
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.27KNew |
$204K - $218K
|
4.27K
$229K
|
|
|
Nov 13, 2023
Q3 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
4.22K+ 28.49% |
$201K - $215K
|
19K
$1.02M
|
|
|
Nov 03, 2023
Q3 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
4.21K+ 2.98% |
$201K - $215K
|
145K
$7.81M
|
|
|
Oct 24, 2023
Q3 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
4.21K+ 8.34% |
$201K - $215K
|
54.6K
$2.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
4.18K+ 0.44% |
$199K - $213K
|
960K
$51.6M
|
|
|
Oct 26, 2023
Q3 2023
|
Simmons Bank
|
BUY
|
- |
4.14KNew |
$198K - $212K
|
4.14K
$223K
|
|
|
Oct 23, 2023
Q3 2023
|
Rhs Financial, LLC
|
BUY
|
- |
3.95K+ 43.46% |
$188K - $202K
|
13K
$700K
|
|
|
Oct 25, 2023
Q3 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
3.9K+ 10.77% |
$186K - $199K
|
40.1K
$2.15M
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
3.82K+ 3268.38% |
$182K - $195K
|
3.94K
$212K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
3.68K+ 22.51% |
$176K - $188K
|
20K
$1.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.6K+ 59.09% |
$172K - $184K
|
9.69K
$521K
|
|
|
Oct 10, 2023
Q3 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
3.57K+ 64.72% |
$170K - $182K
|
9.08K
$488K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.39K+ 1.97% |
$161K - $173K
|
175K
$9.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
3.38K+ 38.3% |
$161K - $173K
|
12.2K
$657K
|
|
|
Oct 31, 2023
Q3 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
3.37K+ 44.12% |
$161K - $172K
|
11K
$591K
|
|
|
Oct 30, 2023
Q3 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
3.28K+ 18.57% |
$156K - $167K
|
20.9K
$1.13M
|
|
|
Oct 19, 2023
Q3 2023
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
3.2K+ 33.92% |
$153K - $163K
|
12.6K
$680K
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.17K+ 58.06% |
$151K - $162K
|
8.64K
$464K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
3.16K+ 30.75% |
$151K - $161K
|
13.4K
$723K
|
|
|
Oct 12, 2023
Q3 2023
|
Patten Group, Inc.
|
BUY
|
- |
3.13K+ 14.6% |
$149K - $160K
|
24.5K
$1.32M
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.9K+ 17.99% |
$139K - $148K
|
19K
$1.02M
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2.89K+ 5.03% |
$138K - $148K
|
60.4K
$3.25M
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.83K+ 7.08% |
$135K - $145K
|
42.9K
$2.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
2.75K+ 1.04% |
$131K - $140K
|
267K
$14.4M
|
|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
2.7K+ 40.5% |
$129K - $138K
|
9.38K
$504K
|
|
|
Nov 14, 2023
Q3 2023
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
2.69KNew |
$128K - $138K
|
2.69K
$145K
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.65K+ 22.81% |
$127K - $136K
|
14.3K
$768K
|