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 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
129K+ 53.55% |
$6.13M - $6.56M
|
369K
$19.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
127K+ 48.94% |
$6.04M - $6.46M
|
385K
$20M
|
|
|
Nov 14, 2023
Q3 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
126K+ 599.74% |
$6.01M - $6.43M
|
147K
$7.62M
|
|
|
Oct 16, 2023
Q3 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
124K+ 612.04% |
$5.91M - $6.33M
|
144K
$7.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
124K+ 15.03% |
$5.89M - $6.31M
|
946K
$49.1M
|
|
|
Nov 15, 2023
Q3 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
121K+ 38.72% |
$5.76M - $6.17M
|
433K
$22.4M
|
|
|
Oct 19, 2023
Q3 2023
|
Derbend Asset Management
|
BUY
|
- |
120KNew |
$5.73M - $6.13M
|
120K
$6.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
119K+ 39.26% |
$5.69M - $6.09M
|
423K
$21.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
117K+ 25.63% |
$5.59M - $5.98M
|
574K
$29.8M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
117K+ 46.02% |
$5.57M - $5.96M
|
370K
$19.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
114K+ 1484.76% |
$5.46M - $5.84M
|
122K
$6.33M
|
|
|
Feb 14, 2024
Q3 2023
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
112KNew |
$5.36M - $5.73M
|
112K
$5.82M
|
|
|
Oct 06, 2023
Q3 2023
|
West Wealth Group, LLC
|
BUY
|
- |
111K+ 40.48% |
$5.31M - $5.68M
|
386K
$20M
|
|
|
Oct 24, 2023
Q3 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
106K+ 35.46% |
$5.04M - $5.39M
|
403K
$20.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
99.5K+ 44.33% |
$4.75M - $5.08M
|
324K
$16.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
92.6K+ 45.4% |
$4.42M - $4.73M
|
297K
$15.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
92.5K+ 61.53% |
$4.41M - $4.72M
|
243K
$12.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Keystone Financial Services
|
BUY
|
- |
92.1K+ 46.27% |
$4.39M - $4.7M
|
291K
$15.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
90.8K+ 53.02% |
$4.33M - $4.64M
|
262K
$13.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
89.6K+ 17.79% |
$4.28M - $4.58M
|
593K
$30.8M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
89.4K+ 162.21% |
$4.27M - $4.57M
|
145K
$7.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
87.2K+ 75.53% |
$4.16M - $4.45M
|
203K
$10.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
83.1K+ 10.36% |
$3.96M - $4.24M
|
885K
$45.9M
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
82.2KNew |
$3.92M - $4.2M
|
82.2K
$4.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
82KNew |
$3.91M - $4.19M
|
82K
$4.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
81.7KNew |
$3.9M - $4.17M
|
81.7K
$4.24M
|
|
|
Nov 01, 2023
Q3 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
80.1K+ 45.07% |
$3.82M - $4.09M
|
258K
$13.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
79.1K+ 43.27% |
$3.78M - $4.04M
|
262K
$13.6M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
78.6K+ 6.08% |
$3.75M - $4.01M
|
1.37M
$71.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
75.5K+ 13.87% |
$3.6M - $3.85M
|
620K
$32.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
74.6K+ 52.4% |
$3.56M - $3.81M
|
217K
$11.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
73.1K+ 54.49% |
$3.49M - $3.73M
|
207K
$10.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
72.7K+ 153.02% |
$3.47M - $3.71M
|
120K
$6.24M
|
|
|
Oct 10, 2023
Q3 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
72K+ 42.82% |
$3.44M - $3.68M
|
240K
$12.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
70.6KNew |
$3.37M - $3.6M
|
70.6K
$3.66M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
70.3K+ 26.03% |
$3.36M - $3.59M
|
341K
$17.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
70.3K+ 45.82% |
$3.35M - $3.59M
|
224K
$11.6M
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
69.9K+ 25.25% |
$3.33M - $3.57M
|
347K
$18M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
68.9K+ 47.69% |
$3.29M - $3.52M
|
213K
$11.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
68.7K+ 2.74% |
$3.28M - $3.51M
|
2.58M
$134M
|
|
|
Nov 07, 2023
Q3 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
67.8K+ 61.49% |
$3.23M - $3.46M
|
178K
$9.23M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
67K+ 43.84% |
$3.19M - $3.42M
|
220K
$11.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
66.8K+ 49.34% |
$3.19M - $3.41M
|
202K
$10.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
66.3K+ 36.99% |
$3.16M - $3.39M
|
246K
$12.7M
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
66KNew |
$3.15M - $3.37M
|
66K
$3.43M
|
|
|
Oct 20, 2023
Q3 2023
|
Tnf LLC
|
BUY
|
- |
66K+ 33.52% |
$3.15M - $3.37M
|
263K
$13.6M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
65.7K+ 41.63% |
$3.14M - $3.36M
|
224K
$11.6M
|
|
|
Oct 23, 2023
Q3 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
61.9K+ 80.43% |
$2.95M - $3.16M
|
139K
$7.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
61.5K+ 19.42% |
$2.93M - $3.14M
|
378K
$19.6M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
61.3K+ 7.98% |
$2.92M - $3.13M
|
829K
$43M
|