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 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-17.6K- 14.17% |
$841K - $900K
|
107K
$5.59M
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-17.8K- 72.84% |
$849K - $908K
|
6.64K
$347K
|
|
|
Nov 08, 2023
Q3 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-19.6K- 53.19% |
$936K - $1M
|
17.3K
$902K
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-20.8K- 5.69% |
$994K - $1.06M
|
345K
$18M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-21.9K- 7.54% |
$1.05M - $1.12M
|
269K
$14.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-22.1K- 59.77% |
$1.06M - $1.13M
|
14.9K
$778K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-26.4K- 48.02% |
$1.26M - $1.35M
|
28.5K
$1.49M
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
SELL
|
- |
-26.9K- 8.62% |
$1.28M - $1.37M
|
285K
$14.9M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-27.7K- 82.49% |
$1.32M - $1.41M
|
5.88K
$308K
|
|
|
Nov 01, 2023
Q3 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-28.6K- 9.62% |
$1.36M - $1.46M
|
268K
$14M
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-29.2K- 0.18% |
$1.39M - $1.49M
|
16.1M
$843M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-29.3K- 9.14% |
$1.4M - $1.5M
|
292K
$15.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-34.7K- 19.95% |
$1.66M - $1.77M
|
139K
$7.28M
|
|
|
Nov 02, 2023
Q3 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-36.7K- 54.0% |
$1.75M - $1.87M
|
31.3K
$1.63M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-38.6K- 26.77% |
$1.84M - $1.97M
|
106K
$5.52M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-41.5K- 6.05% |
$1.98M - $2.12M
|
645K
$33.8M
|
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
SELL
|
- |
-50.3K- 3.93% |
$2.4M - $2.57M
|
1.23M
$64.3M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-50.9K- 41.47% |
$2.43M - $2.6M
|
71.9K
$3.76M
|
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-51.1K- 86.15% |
$2.44M - $2.61M
|
8.21K
$429K
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-52.8K- 8.43% |
$2.52M - $2.7M
|
574K
$30M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-55.1K- 56.72% |
$2.63M - $2.81M
|
42.1K
$2.2M
|
|
|
Oct 31, 2023
Q3 2023
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-57K- 19.66% |
$2.72M - $2.91M
|
233K
$12.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Geisinger Health
Danville, PA |
SELL
|
- |
-61.5K- 17.36% |
$2.94M - $3.14M
|
293K
$15.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-73K- 80.9% |
$3.48M - $3.73M
|
17.2K
$901K
|
|
|
Oct 27, 2023
Q3 2023
|
Crestone Asset Management LLC
|
SELL
|
- |
-75.5K- 22.34% |
$3.6M - $3.86M
|
262K
$13.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-76.9K- 75.49% |
$3.67M - $3.93M
|
25K
$1.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-78.1K- 60.21% |
$3.72M - $3.99M
|
51.6K
$2.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-80.9K- 96.91% |
$3.86M - $4.13M
|
2.58K
$135K
|
|
|
Nov 07, 2023
Q3 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-83.5K- 20.27% |
$3.98M - $4.26M
|
328K
$17.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-85.1K- 5.92% |
$4.06M - $4.35M
|
1.35M
$70.7M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-85.9K- 32.64% |
$4.1M - $4.39M
|
177K
$9.27M
|
|
|
Nov 07, 2023
Q3 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-115K- 54.99% |
$5.47M - $5.85M
|
93.8K
$4.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-128K- 24.85% |
$6.09M - $6.51M
|
386K
$20.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-171K- 2.56% |
$8.14M - $8.71M
|
6.5M
$340M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-203K- 16.92% |
$9.69M - $10.4M
|
998K
$52.2M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-205K- 19.55% |
$9.8M - $10.5M
|
846K
$44.2M
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-211K- 88.68% |
$10M - $10.8M
|
26.9K
$1.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-244KClosed |
$11.6M - $12.5M
|
0
$0
|
|
|
Nov 21, 2023
Q3 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-410K- 55.36% |
$19.6M - $20.9M
|
330K
$17.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-675K- 43.62% |
$32.2M - $34.5M
|
873K
$45.7M
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-686K- 18.23% |
$32.7M - $35M
|
3.08M
$161M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-8.47M- 98.97% |
$404M - $433M
|
88.1K
$4.61M
|