Purchases and Sales Made in Q1 2023 in Msci Eafe Value ETF (EFV)
This table provides information about the institutional ownership of Msci Eafe Value ETF (EFV) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-111K- 26.36% |
$5.05M - $5.54M
|
309K
$16.9M
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-115K- 49.07% |
$5.23M - $5.74M
|
119K
$6.49M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-116K- 19.16% |
$5.28M - $5.8M
|
489K
$26.7M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-117K- 19.11% |
$5.31M - $5.83M
|
493K
$26.9M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-121K- 15.17% |
$5.52M - $6.05M
|
676K
$36.9M
|
|
|
May 01, 2023
Q1 2023
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-123K- 91.77% |
$5.62M - $6.16M
|
11K
$602K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-125K- 28.48% |
$5.69M - $6.24M
|
313K
$17.1M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-129K- 7.79% |
$5.9M - $6.47M
|
1.53M
$83.5M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-132K- 18.04% |
$6.01M - $6.59M
|
598K
$32.6M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-135K- 56.05% |
$6.17M - $6.76M
|
106K
$5.78M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-138K- 18.08% |
$6.3M - $6.91M
|
625K
$34.1M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-143K- 22.52% |
$6.53M - $7.16M
|
492K
$26.8M
|
|
|
Sep 07, 2023
Q1 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-155K- 41.15% |
$7.08M - $7.77M
|
222K
$12.1M
|
|
|
Apr 27, 2023
Q1 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-160K- 93.89% |
$7.31M - $8.01M
|
10.4K
$568K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-172K- 6.64% |
$7.85M - $8.61M
|
2.42M
$132M
|
|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-185K- 45.34% |
$8.44M - $9.26M
|
223K
$12.2M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-187K- 18.89% |
$8.54M - $9.37M
|
804K
$43.8M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-188K- 73.64% |
$8.59M - $9.42M
|
67.4K
$3.67M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-204K- 23.62% |
$9.31M - $10.2M
|
660K
$36M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-211K- 34.78% |
$9.64M - $10.6M
|
396K
$21.6M
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-235K- 67.62% |
$10.7M - $11.8M
|
113K
$6.14M
|
|
|
May 15, 2023
Q1 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-237K- 70.37% |
$10.8M - $11.9M
|
100K
$5.45M
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-243K- 1.47% |
$11.1M - $12.1M
|
16.2M
$884M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-281K- 39.35% |
$12.8M - $14.1M
|
433K
$23.6M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-325K- 19.79% |
$14.8M - $16.2M
|
1.32M
$71.8M
|
|
|
Apr 25, 2023
Q1 2023
|
Jb Capital LLC
|
SELL
|
- |
-372K- 28.33% |
$17M - $18.6M
|
941K
$51.3M
|
|
|
Apr 24, 2023
Q1 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-498K- 43.62% |
$22.7M - $24.9M
|
644K
$35.1M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-620K- 64.85% |
$28.3M - $31M
|
336K
$18.3M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-677K- 36.31% |
$30.9M - $33.9M
|
1.19M
$64.7M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-748K- 25.34% |
$34.1M - $37.4M
|
2.2M
$120M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-789K- 24.93% |
$36M - $39.5M
|
2.38M
$129M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-808K- 7.14% |
$36.9M - $40.4M
|
10.5M
$573M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.09M- 20.61% |
$49.5M - $54.3M
|
4.18M
$228M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-1.12M- 20.82% |
$51M - $55.9M
|
4.25M
$232M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.25M- 21.3% |
$57.2M - $62.7M
|
4.63M
$253M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-1.34M- 24.63% |
$61.1M - $67M
|
4.1M
$223M
|
|
|
May 15, 2023
Q1 2023
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-1.62M- 99.42% |
$73.9M - $81M
|
9.5K
$518K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.64M- 19.35% |
$75M - $82.2M
|
6.85M
$373M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.81M- 22.43% |
$82.3M - $90.3M
|
6.24M
$340M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.15M- 17.91% |
$97.9M - $107M
|
9.83M
$536M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-3.51M- 38.01% |
$160M - $176M
|
5.73M
$312M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-12.4M- 21.66% |
$567M - $622M
|
44.9M
$2.45B
|