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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-868- 3.85% |
$41.4K - $44.3K
|
21.7K
$1.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-896- 14.69% |
$42.7K - $45.7K
|
5.2K
$272K
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-945- 1.5% |
$45.1K - $48.3K
|
61.8K
$3.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
SELL
|
- |
-962- 4.77% |
$45.9K - $49.1K
|
19.2K
$1.01M
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
SELL
|
- |
-965- 2.21% |
$46K - $49.3K
|
42.7K
$2.23M
|
|
|
Nov 03, 2023
Q3 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-994- 4.49% |
$47.4K - $50.8K
|
21.1K
$1.11M
|
|
|
Nov 03, 2023
Q3 2023
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-1.04K- 2.84% |
$49.8K - $53.3K
|
35.7K
$1.86M
|
|
|
Dec 06, 2023
Q3 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.05K- 4.01% |
$50K - $53.5K
|
25.1K
$1.31M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.07K- 3.71% |
$50.9K - $54.4K
|
27.6K
$1.45M
|
|
|
Oct 12, 2023
Q3 2023
|
G&S Capital LLC
|
SELL
|
- |
-1.13K- 2.78% |
$54.1K - $57.9K
|
39.7K
$2.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-1.14K- 21.17% |
$54.2K - $58K
|
4.23K
$221K
|
|
|
Oct 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-1.15K- 2.04% |
$54.8K - $58.7K
|
55.2K
$2.89M
|
|
|
Oct 17, 2023
Q3 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-1.16K- 3.86% |
$55.3K - $59.2K
|
28.9K
$1.51M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-1.18K- 1.86% |
$56.2K - $60.1K
|
62.2K
$3.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.24K- 4.23% |
$59.2K - $63.4K
|
28.1K
$1.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.3K- 5.74% |
$61.9K - $66.2K
|
21.3K
$1.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.37K- 0.96% |
$65.2K - $69.7K
|
141K
$7.35M
|
|
|
Nov 07, 2023
Q3 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.4K- 3.23% |
$66.9K - $71.6K
|
42K
$2.2M
|
|
|
Oct 27, 2023
Q3 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-1.43K- 15.81% |
$68K - $72.8K
|
7.59K
$397K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.49K- 52.43% |
$70.9K - $75.9K
|
1.35K
$70.5K
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.61K- 31.58% |
$76.7K - $82.1K
|
3.48K
$182K
|
|
|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
SELL
|
- |
-1.61K- 1.82% |
$76.8K - $82.2K
|
86.7K
$4.54M
|
|
|
Nov 02, 2023
Q3 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-1.61K- 25.15% |
$76.9K - $82.3K
|
4.8K
$251K
|
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-1.69K- 6.68% |
$80.5K - $86.2K
|
23.6K
$1.23M
|
|
|
Nov 01, 2023
Q3 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-1.72K- 10.79% |
$81.9K - $87.6K
|
14.2K
$742K
|
|
|
Oct 20, 2023
Q3 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-1.73K- 1.93% |
$82.5K - $88.3K
|
87.7K
$4.58M
|
|
|
Nov 08, 2023
Q3 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.88K- 22.03% |
$89.9K - $96.2K
|
6.67K
$349K
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.89K- 1.42% |
$90K - $96.4K
|
131K
$6.83M
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.89K- 2.05% |
$90.3K - $96.6K
|
90.3K
$4.72M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.94K- 21.51% |
$92.6K - $99.1K
|
7.08K
$370K
|
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.99K- 1.51% |
$94.7K - $101K
|
130K
$6.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-2.05K- 22.07% |
$97.9K - $105K
|
7.25K
$379K
|
|
|
Nov 13, 2023
Q3 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-2.07K- 17.71% |
$98.5K - $105K
|
9.6K
$502K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-2.08K- 3.32% |
$99.4K - $106K
|
60.6K
$3.17M
|
|
|
Nov 14, 2023
Q3 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-2.1K- 12.34% |
$100K - $107K
|
14.9K
$779K
|
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
SELL
|
- |
-2.1K- 19.28% |
$100K - $107K
|
8.78K
$459K
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-2.14K- 43.8% |
$102K - $109K
|
2.75K
$144K
|
|
|
Oct 11, 2023
Q3 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-2.23K- 1.29% |
$106K - $114K
|
170K
$8.89M
|
|
|
Oct 24, 2023
Q3 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-2.28K- 3.67% |
$109K - $117K
|
60K
$3.13M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-2.32K- 9.58% |
$111K - $119K
|
21.9K
$1.15M
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.36K- 4.6% |
$112K - $120K
|
48.8K
$2.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-2.46K- 9.37% |
$117K - $125K
|
23.8K
$1.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-2.48K- 27.96% |
$119K - $127K
|
6.4K
$335K
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.51K- 30.1% |
$120K - $128K
|
5.82K
$304K
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-2.58K- 31.88% |
$123K - $131K
|
5.5K
$288K
|
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-2.58K- 1.96% |
$123K - $132K
|
129K
$6.73M
|
|
|
Jan 18, 2024
Q3 2023
|
Flc Capital Advisors
|
SELL
|
- |
-2.61K- 13.63% |
$124K - $133K
|
16.5K
$864K
|
|
|
Oct 26, 2023
Q3 2023
|
Rockland Trust CO
|
SELL
|
- |
-2.72K- 2.98% |
$130K - $139K
|
88.7K
$4.64M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-2.76K- 23.17% |
$132K - $141K
|
9.14K
$478K
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.77K- 18.67% |
$132K - $142K
|
12.1K
$632K
|