Purchases and Sales Made in Q4 2023 in Msci Eafe Value ETF (EFV)
This table provides information about the institutional ownership of Msci Eafe Value ETF (EFV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-128- 1.69% |
$5.96K - $6.69K
|
7.47K
$387K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-150- 0.11% |
$6.99K - $7.84K
|
143K
$7.4M
|
|
|
Jan 08, 2024
Q4 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-161- 0.09% |
$7.5K - $8.41K
|
170K
$8.82M
|
|
|
Feb 09, 2024
Q4 2023
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-163- 1.78% |
$7.59K - $8.52K
|
9K
$467K
|
|
|
Feb 13, 2024
Q4 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-163- 2.44% |
$7.59K - $8.52K
|
6.52K
$338K
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-167- 1.12% |
$7.78K - $8.73K
|
14.7K
$764K
|
|
|
Feb 12, 2024
Q4 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-175- 0.14% |
$8.15K - $9.14K
|
126K
$6.56M
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-177- 4.28% |
$8.24K - $9.25K
|
3.96K
$206K
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
SELL
|
- |
-178- 0.27% |
$8.29K - $9.3K
|
66.9K
$3.47M
|
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-180- 2.21% |
$8.38K - $9.41K
|
7.95K
$413K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-182- 2.84% |
$8.48K - $9.51K
|
6.23K
$323K
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-187- 2.5% |
$8.71K - $9.77K
|
7.31K
$379K
|
|
|
Jan 25, 2024
Q4 2023
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-192- 2.73% |
$8.94K - $10K
|
6.85K
$355K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-195- 0.32% |
$9.08K - $10.2K
|
60.2K
$3.12M
|
|
|
Jan 12, 2024
Q4 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-210- 4.73% |
$9.78K - $11K
|
4.23K
$219K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-211- 0.45% |
$9.83K - $11K
|
46.9K
$2.43M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-215- 2.96% |
$10K - $11.2K
|
7.06K
$366K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-220- 15.83% |
$10.2K - $11.5K
|
1.17K
$60.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-220- 15.83% |
$10.2K - $11.5K
|
1.17K
$60.7K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-245- 3.25% |
$11.4K - $12.8K
|
7.3K
$379K
|
|
|
Feb 05, 2024
Q4 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-250- 0.62% |
$11.6K - $13.1K
|
39.8K
$2.07M
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-254- 1.66% |
$11.8K - $13.3K
|
15K
$778K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-261- 4.79% |
$12.2K - $13.6K
|
5.19K
$269K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-272- 2.35% |
$12.7K - $14.2K
|
11.3K
$587K
|
|
|
Jan 31, 2024
Q4 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-332- 6.92% |
$15.5K - $17.3K
|
4.46K
$232K
|
|
|
Feb 14, 2024
Q4 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-340- 0.35% |
$15.8K - $17.8K
|
97.2K
$5.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-372- 8.33% |
$17.3K - $19.4K
|
4.1K
$212K
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
SELL
|
- |
-405- 2.09% |
$18.9K - $21.2K
|
19K
$983K
|
|
|
Jan 11, 2024
Q4 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-421- 1.39% |
$19.6K - $22K
|
29.8K
$1.55M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-439- 1.48% |
$20.4K - $22.9K
|
29.1K
$1.51M
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
SELL
|
- |
-467- 5.32% |
$21.7K - $24.4K
|
8.31K
$431K
|
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-471- 3.88% |
$21.9K - $24.6K
|
11.7K
$605K
|
|
|
Feb 12, 2024
Q4 2023
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-472- 3.5% |
$22K - $24.7K
|
13K
$674K
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-476- 6.57% |
$22.2K - $24.9K
|
6.77K
$351K
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-488- 0.38% |
$22.7K - $25.5K
|
128K
$6.66M
|
|
|
Feb 09, 2024
Q4 2023
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-547- 1.1% |
$25.5K - $28.6K
|
49.3K
$2.56M
|
|
|
Jan 22, 2024
Q4 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-548- 6.04% |
$25.5K - $28.6K
|
8.53K
$442K
|
|
|
Jan 24, 2024
Q4 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-584- 0.84% |
$27.2K - $30.5K
|
68.7K
$3.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-586- 4.7% |
$27.3K - $30.6K
|
11.9K
$616K
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-591- 0.51% |
$27.5K - $30.9K
|
115K
$5.94M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-606- 0.05% |
$28.2K - $31.7K
|
1.18M
$61.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-623- 1.78% |
$29K - $32.6K
|
34.3K
$1.78M
|
|
|
Jan 12, 2024
Q4 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-623- 1.0% |
$29K - $32.6K
|
61.5K
$3.19M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-626- 6.46% |
$29.2K - $32.7K
|
9.06K
$470K
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-630- 6.38% |
$29.3K - $32.9K
|
9.24K
$479K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-632- 5.23% |
$29.4K - $33K
|
11.5K
$594K
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-642- 10.91% |
$29.9K - $33.5K
|
5.24K
$272K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-658- 12.64% |
$30.6K - $34.4K
|
4.55K
$236K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-674- 3.5% |
$31.4K - $35.2K
|
18.6K
$965K
|
|
|
Feb 05, 2024
Q4 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-676- 7.27% |
$31.5K - $35.3K
|
8.63K
$448K
|