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 |
|---|---|---|---|---|---|---|---|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
2.63K+ 1.57% |
$126K - $134K
|
170K
$8.89M
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
2.63K+ 1.57% |
$126K - $134K
|
170K
$8.89M
|
|
|
Oct 31, 2023
Q3 2023
|
First American Trust, Fsb
|
BUY
|
- |
2.62K+ 2.72% |
$125K - $134K
|
98.9K
$5.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.59K+ 7.59% |
$123K - $132K
|
36.7K
$1.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.55K+ 30.53% |
$122K - $130K
|
10.9K
$570K
|
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
BUY
|
- |
2.52K+ 14.97% |
$120K - $129K
|
19.4K
$1.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.5K+ 52.21% |
$119K - $128K
|
7.29K
$381K
|
|
|
Nov 03, 2023
Q3 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
2.48K+ 3.24% |
$118K - $126K
|
78.8K
$4.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
2.46K+ 8.15% |
$117K - $126K
|
32.7K
$1.71M
|
|
|
Nov 01, 2023
Q3 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
2.45K+ 5.17% |
$117K - $125K
|
49.9K
$2.61M
|
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
2.34K+ 46.25% |
$112K - $119K
|
7.4K
$387K
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
2.33K+ 24.43% |
$111K - $119K
|
11.9K
$622K
|
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
2.23K+ 37.05% |
$106K - $114K
|
8.26K
$432K
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
2.22K+ 4.26% |
$106K - $113K
|
54.2K
$2.84M
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2.19K+ 0.27% |
$104K - $112K
|
809K
$42.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2.16K+ 179.98% |
$103K - $110K
|
3.36K
$176K
|
|
|
Oct 18, 2023
Q3 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
2.1K+ 30.29% |
$100K - $107K
|
9.04K
$473K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
2.1K+ 4.62% |
$100K - $107K
|
47.5K
$2.48M
|
|
|
Oct 19, 2023
Q3 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
2.06K+ 1.25% |
$98.2K - $105K
|
167K
$8.71M
|
|
|
Oct 19, 2023
Q3 2023
|
Gfs Advisors, LLC
|
BUY
|
- |
2.05K+ 14.36% |
$97.6K - $104K
|
16.3K
$851K
|
|
|
Nov 03, 2023
Q3 2023
|
Neumann Capital Management, LLC
|
BUY
|
- |
2K+ 7.2% |
$95.4K - $102K
|
29.8K
$1.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.99K+ 63.72% |
$94.9K - $102K
|
5.11K
$267K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
1.98K+ 26.32% |
$94.4K - $101K
|
9.5K
$497K
|
|
|
Oct 25, 2023
Q3 2023
|
Veracity Capital LLC
|
BUY
|
- |
1.97K+ 23.5% |
$93.9K - $100K
|
10.3K
$541K
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.88K+ 13.33% |
$89.5K - $95.7K
|
15.9K
$833K
|
|
|
Nov 14, 2023
Q3 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
1.86K+ 22.59% |
$88.7K - $95K
|
10.1K
$528K
|
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
1.86K+ 5.11% |
$88.5K - $94.7K
|
38.2K
$2M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.83K+ 22.38% |
$87.2K - $93.3K
|
10K
$523K
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.79KNew |
$85.4K - $91.4K
|
1.79K
$93.6K
|
|
|
Oct 19, 2023
Q3 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.72K+ 0.87% |
$81.9K - $87.6K
|
199K
$10.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.71KNew |
$81.4K - $87.1K
|
1.71K
$89.2K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.62K+ 111.1% |
$77.3K - $82.8K
|
3.08K
$161K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.6K+ 6150.0% |
$76.3K - $81.6K
|
1.63K
$85K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.59K+ 2.96% |
$76K - $81.3K
|
55.4K
$2.89M
|
|
|
Oct 16, 2023
Q3 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
1.57K+ 2.25% |
$74.8K - $80K
|
71.3K
$3.73M
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.48K+ 1.37% |
$70.7K - $75.6K
|
110K
$5.73M
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.44K+ 8.94% |
$68.5K - $73.3K
|
17.5K
$914K
|
|
|
Nov 02, 2023
Q3 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
1.41K+ 10.21% |
$67.3K - $72K
|
15.2K
$796K
|
|
|
Oct 31, 2023
Q3 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
1.4K+ 18.2% |
$66.9K - $71.6K
|
9.1K
$476K
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.33K+ 15.52% |
$63.3K - $67.7K
|
9.87K
$516K
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1.31K+ 0.6% |
$62.4K - $66.7K
|
218K
$11.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.3K+ 4.61% |
$62.2K - $66.5K
|
29.6K
$1.55M
|
|
|
Feb 16, 2024
Q3 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
1.3K+ 15.95% |
$62K - $66.4K
|
9.45K
$494K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.27K+ 5.07% |
$60.6K - $64.8K
|
26.3K
$1.38M
|
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.26K+ 11.79% |
$60.3K - $64.5K
|
12K
$627K
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.25K+ 15.96% |
$59.4K - $63.6K
|
9.04K
$473K
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.18K+ 39.74% |
$56.2K - $60.1K
|
4.14K
$216K
|
|
|
Oct 24, 2023
Q3 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.16K+ 14.26% |
$55.4K - $59.3K
|
9.3K
$486K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.11K+ 20.58% |
$53.1K - $56.9K
|
6.53K
$341K
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1.09K+ 42.61% |
$52.1K - $55.8K
|
3.66K
$191K
|