Purchases and Sales Made in Q4 2023 in Msci Eafe Value ETF (EFV)
This table provides information about the institutional ownership of Msci Eafe Value ETF (EFV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
58.4K+ 5.56% |
$2.72M - $3.05M
|
1.11M
$58.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
55.4KNew |
$2.58M - $2.9M
|
55.4K
$2.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
55.1K+ 11.49% |
$2.57M - $2.88M
|
535K
$28.3M
|
|
|
Jul 30, 2024
Q4 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
53.1KNew |
$2.47M - $2.77M
|
53.1K
$2.81M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
52.8K+ 9.2% |
$2.46M - $2.76M
|
627K
$33.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
51.2KNew |
$2.38M - $2.67M
|
51.2K
$2.71M
|
|
|
Jan 10, 2024
Q4 2023
|
Harbor Group, Inc.
|
BUY
|
- |
49.7K+ 487.65% |
$2.31M - $2.6M
|
59.9K
$3.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
49.5KNew |
$2.3M - $2.58M
|
49.5K
$2.62M
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
49.5KNew |
$2.3M - $2.58M
|
49.5K
$2.62M
|
|
|
Aug 28, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
49.3K+ 4.68% |
$2.29M - $2.57M
|
1.1M
$58.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
49.2KNew |
$2.29M - $2.57M
|
49.2K
$2.61M
|
|
|
Feb 05, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
49K+ 4.65% |
$2.28M - $2.56M
|
1.1M
$58.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Lansing Street Advisors
|
BUY
|
- |
48.1KNew |
$2.24M - $2.52M
|
48.1K
$2.55M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
47.7KNew |
$2.22M - $2.49M
|
47.7K
$2.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
47.2K+ 12.49% |
$2.2M - $2.47M
|
425K
$22.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
46.7K+ 70.42% |
$2.18M - $2.44M
|
113K
$5.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
44.7K+ 20.59% |
$2.08M - $2.33M
|
262K
$13.9M
|
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
BUY
|
- |
44.4KNew |
$2.07M - $2.32M
|
44.4K
$2.35M
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
44.2KNew |
$2.06M - $2.31M
|
44.2K
$2.34M
|
|
|
Feb 12, 2024
Q4 2023
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
43.2KNew |
$2.01M - $2.26M
|
43.2K
$2.29M
|
|
|
Feb 08, 2024
Q4 2023
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
42.9KNew |
$2M - $2.24M
|
42.9K
$2.27M
|
|
|
Jan 23, 2024
Q4 2023
|
Derbend Asset Management
|
BUY
|
- |
42.3K+ 35.2% |
$1.97M - $2.21M
|
162K
$8.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
41.7K+ 25.79% |
$1.94M - $2.18M
|
203K
$10.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
40.9K+ 3.09% |
$1.9M - $2.14M
|
1.36M
$72.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
40KNew |
$1.86M - $2.09M
|
40K
$2.12M
|
|
|
Aug 13, 2024
Q4 2023
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
39.7K+ 9.41% |
$1.85M - $2.07M
|
461K
$24.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
39.3K+ 6.13% |
$1.83M - $2.05M
|
681K
$36.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
38.8K+ 75.25% |
$1.81M - $2.03M
|
90.4K
$4.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
38.4K+ 18.96% |
$1.79M - $2.01M
|
241K
$12.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
36KNew |
$1.68M - $1.88M
|
36K
$1.91M
|
|
|
Jan 10, 2024
Q4 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
35.9KNew |
$1.67M - $1.88M
|
35.9K
$1.9M
|
|
|
Apr 30, 2024
Q4 2023
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
35.4KNew |
$1.65M - $1.85M
|
35.4K
$1.88M
|
|
|
Jan 17, 2024
Q4 2023
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
32.8KNew |
$1.53M - $1.71M
|
32.8K
$1.74M
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
31.1K+ 3.03% |
$1.45M - $1.62M
|
1.06M
$56.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
30.9KNew |
$1.44M - $1.61M
|
30.9K
$1.64M
|
|
|
Feb 13, 2024
Q4 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
30.2KNew |
$1.41M - $1.58M
|
30.2K
$1.6M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
30K+ 3.0% |
$1.4M - $1.57M
|
1.03M
$54.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
28.7K+ 3.02% |
$1.34M - $1.5M
|
979K
$51.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
26.4K+ 56.35% |
$1.23M - $1.38M
|
73.2K
$3.88M
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
26.1KNew |
$1.22M - $1.37M
|
26.1K
$1.38M
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
25.1K+ 87.12% |
$1.17M - $1.31M
|
53.9K
$2.85M
|
|
|
Jan 11, 2024
Q4 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
24.8K+ 233.98% |
$1.16M - $1.3M
|
35.5K
$1.88M
|
|
|
Feb 09, 2024
Q4 2023
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
24.1KNew |
$1.12M - $1.26M
|
24.1K
$1.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
23.8KNew |
$1.11M - $1.24M
|
23.8K
$1.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
23.5K+ 129.89% |
$1.09M - $1.23M
|
41.6K
$2.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
23.5K+ 1.94% |
$1.09M - $1.23M
|
1.23M
$65.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
23.4K+ 8.65% |
$1.09M - $1.22M
|
294K
$15.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
23.2K+ 22.59% |
$1.08M - $1.21M
|
126K
$6.66M
|
|
|
Jan 25, 2024
Q4 2023
|
Ma Private Wealth
|
BUY
|
- |
23.1K+ 5.39% |
$1.08M - $1.21M
|
452K
$24M
|
|
|
Feb 20, 2024
Q4 2023
|
Covenant Partners, LLC
|
BUY
|
- |
22.8K+ 3.57% |
$1.06M - $1.19M
|
660K
$35M
|