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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2024
Q4 2023
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
751+ 0.32% |
$35K - $39.2K
|
234K
$12.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
748+ 6.8% |
$34.8K - $39.1K
|
11.7K
$622K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
715+ 1.46% |
$33.3K - $37.4K
|
49.5K
$2.62M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
703+ 6.25% |
$32.7K - $36.7K
|
12K
$633K
|
|
|
May 16, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
702+ 0.11% |
$32.7K - $36.7K
|
630K
$33.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
693+ 1.62% |
$32.3K - $36.2K
|
43.5K
$2.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
681+ 1.62% |
$31.7K - $35.6K
|
42.7K
$2.26M
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
665+ 2.66% |
$31K - $34.7K
|
25.6K
$1.36M
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
663+ 5.37% |
$30.9K - $34.6K
|
13K
$689K
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
630+ 1.15% |
$29.3K - $32.9K
|
55.3K
$2.93M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
600New |
$27.9K - $31.4K
|
600
$31.8K
|
|
|
Jan 18, 2024
Q4 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
588+ 5.06% |
$27.4K - $30.7K
|
12.2K
$647K
|
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
583+ 50.74% |
$27.2K - $30.5K
|
1.73K
$91.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
553New |
$25.8K - $28.9K
|
553
$29.3K
|
|
|
Aug 20, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
552+ 12.01% |
$25.7K - $28.8K
|
5.15K
$273K
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
544New |
$25.3K - $28.4K
|
544
$28.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
538+ 0.45% |
$25.1K - $28.1K
|
121K
$6.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
530+ 1.62% |
$24.7K - $27.7K
|
33.3K
$1.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
524+ 5.46% |
$24.4K - $27.4K
|
10.1K
$536K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
498New |
$23.2K - $26K
|
498
$26.4K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
497New |
$23.1K - $26K
|
497
$26.3K
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
490+ 59.54% |
$22.8K - $25.6K
|
1.31K
$69.5K
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
476+ 1.76% |
$22.2K - $24.9K
|
27.6K
$1.46M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
473+ 2.62% |
$22K - $24.7K
|
18.6K
$983K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
467New |
$21.7K - $24.4K
|
467
$24.7K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
463New |
$21.6K - $24.2K
|
463
$24.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
456+ 12.7% |
$21.2K - $23.8K
|
4.05K
$214K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
451+ 4.51% |
$21K - $23.6K
|
10.4K
$553K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
419+ 0.16% |
$19.5K - $21.9K
|
262K
$13.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
419+ 8.73% |
$19.5K - $21.9K
|
5.22K
$276K
|
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
371New |
$17.3K - $19.4K
|
371
$19.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
361+ 3.79% |
$16.8K - $18.9K
|
9.88K
$523K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
359New |
$16.7K - $18.8K
|
359
$19K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
358+ 22.03% |
$16.7K - $18.7K
|
1.98K
$105K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
353+ 0.76% |
$16.4K - $18.4K
|
46.5K
$2.46M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
347+ 0.41% |
$16.2K - $18.1K
|
84.5K
$4.48M
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
339+ 2.83% |
$15.8K - $17.7K
|
12.3K
$653K
|
|
|
Jan 16, 2024
Q4 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
330New |
$15.4K - $17.2K
|
330
$17.5K
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
316+ 1.26% |
$14.7K - $16.5K
|
25.4K
$1.34M
|
|
|
Jan 05, 2024
Q4 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
305+ 0.28% |
$14.2K - $15.9K
|
110K
$5.81M
|
|
|
Jan 30, 2024
Q4 2023
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
303+ 1.83% |
$14.1K - $15.8K
|
16.8K
$892K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
298+ 3.3% |
$13.9K - $15.6K
|
9.34K
$495K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
292+ 55.73% |
$13.6K - $15.3K
|
816
$43.2K
|
|
|
Jan 23, 2024
Q4 2023
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
289+ 1.78% |
$13.5K - $15.1K
|
16.5K
$876K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
286+ 1.58% |
$13.3K - $14.9K
|
18.4K
$977K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
258+ 35.01% |
$12K - $13.5K
|
995
$52.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Robinson Capital Management, LLC
|
BUY
|
- |
250New |
$11.6K - $13.1K
|
250
$13.2K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
248+ 1.41% |
$11.5K - $13K
|
17.8K
$944K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
247+ 0.36% |
$11.5K - $12.9K
|
69.2K
$3.66M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
239+ 2.77% |
$11.1K - $12.5K
|
8.87K
$470K
|