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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-694- 4.89% |
$32.3K - $36.3K
|
13.5K
$700K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-708- 13.28% |
$33K - $37K
|
4.63K
$240K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-741- 6.63% |
$34.5K - $38.7K
|
10.4K
$542K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-741- 3.89% |
$34.5K - $38.7K
|
18.3K
$949K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-748- 10.41% |
$34.8K - $39.1K
|
6.44K
$334K
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-751- 0.63% |
$35K - $39.2K
|
119K
$6.17M
|
|
|
Jan 23, 2024
Q4 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-753- 3.82% |
$35.1K - $39.3K
|
19K
$984K
|
|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-760- 9.25% |
$35.4K - $39.7K
|
7.46K
$387K
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-772- 9.35% |
$36K - $40.3K
|
7.48K
$388K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-772- 75.24% |
$36K - $40.3K
|
254
$13.2K
|
|
|
Jan 05, 2024
Q4 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-775- 8.63% |
$36.1K - $40.5K
|
8.2K
$426K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-776- 14.1% |
$36.1K - $40.5K
|
4.73K
$245K
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
SELL
|
- |
-786- 1.84% |
$36.6K - $41.1K
|
41.9K
$2.17M
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
SELL
|
- |
-814- 9.4% |
$37.9K - $42.5K
|
7.85K
$407K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-815- 5.72% |
$38K - $42.6K
|
13.4K
$697K
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-824- 4.65% |
$38.4K - $43.1K
|
16.9K
$876K
|
|
|
Feb 14, 2024
Q4 2023
|
Campion Asset Management
|
SELL
|
- |
-835- 3.44% |
$38.9K - $43.6K
|
23.4K
$1.22M
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-839- 2.68% |
$39.1K - $43.8K
|
30.4K
$1.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Biechele Royce Advisors
|
SELL
|
- |
-840- 16.26% |
$39.1K - $43.9K
|
4.33K
$224K
|
|
|
Jan 17, 2024
Q4 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-855- 0.98% |
$39.8K - $44.7K
|
86.8K
$4.5M
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-860- 2.0% |
$40.1K - $44.9K
|
42.1K
$2.18M
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-864- 9.21% |
$40.2K - $45.1K
|
8.52K
$442K
|
|
|
Jan 24, 2024
Q4 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-875- 5.37% |
$40.7K - $45.7K
|
15.4K
$799K
|
|
|
Jan 23, 2024
Q4 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-881- 4.24% |
$41K - $46K
|
19.9K
$1.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-895- 7.64% |
$41.7K - $46.8K
|
10.8K
$561K
|
|
|
Jan 11, 2024
Q4 2023
|
First Citizens Financial Corp
|
SELL
|
- |
-898- 6.04% |
$41.8K - $46.9K
|
14K
$724K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-932- 25.5% |
$43.4K - $48.7K
|
2.72K
$141K
|
|
|
Jan 24, 2024
Q4 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-937- 8.48% |
$43.6K - $49K
|
10.1K
$525K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-970- 4.63% |
$45.2K - $50.7K
|
20K
$1.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-987- 9.78% |
$46K - $51.6K
|
9.11K
$472K
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1K- 13.56% |
$46.8K - $52.5K
|
6.4K
$332K
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
SELL
|
- |
-1.02K- 1.18% |
$47.6K - $53.4K
|
85.7K
$4.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-1.04K- 4.94% |
$48.6K - $54.5K
|
20.1K
$1.04M
|
|
|
Feb 01, 2024
Q4 2023
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-1.04K- 6.08% |
$48.6K - $54.5K
|
16.1K
$837K
|
|
|
Feb 09, 2024
Q4 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-1.06K- 11.46% |
$49.1K - $55.1K
|
8.15K
$423K
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
SELL
|
- |
-1.06K- 19.91% |
$49.2K - $55.2K
|
4.25K
$221K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.11K- 0.22% |
$51.5K - $57.7K
|
500K
$26M
|
|
|
Jan 18, 2024
Q4 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-1.12K- 4.22% |
$51.9K - $58.3K
|
25.3K
$1.31M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.12K- 4.04% |
$52K - $58.3K
|
26.5K
$1.38M
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
SELL
|
- |
-1.17K- 0.85% |
$54.6K - $61.3K
|
136K
$7.08M
|
|
|
Jan 24, 2024
Q4 2023
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-1.22K- 9.67% |
$57K - $63.9K
|
11.4K
$592K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-1.24K- 72.51% |
$57.6K - $64.6K
|
469
$24.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-1.25K- 3.02% |
$58.1K - $65.2K
|
40.1K
$2.08M
|
|
|
Jan 22, 2024
Q4 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-1.25K- 12.42% |
$58.1K - $65.2K
|
8.8K
$457K
|
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-1.26K- 0.86% |
$58.7K - $65.9K
|
145K
$7.5M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.3K- 14.12% |
$60.5K - $67.9K
|
7.91K
$410K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.31K- 14.3% |
$60.9K - $68.3K
|
7.84K
$407K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
SELL
|
- |
-1.33K- 78.08% |
$62K - $69.6K
|
374
$19.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-1.35K- 56.31% |
$62.7K - $70.4K
|
1.05K
$54.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Connable Office Inc
|
SELL
|
- |
-1.36K- 0.68% |
$63.3K - $71K
|
197K
$10.2M
|