Latest Institutional Purchases of Msci Eafe Value ETF (EFV)
This list provides information on the latest institutional transactions involving Msci Eafe Value ETF (EFV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
375New |
$17.9K - $18.8K
|
375
$26.3K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
280New |
$13.3K - $14.1K
|
280
$19.7K
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
250New |
$11.9K - $12.6K
|
250
$17.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
150New |
$7.14K - $7.54K
|
150
$10.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
61New |
$2.9K - $3.06K
|
61
$4.29K
|
|
|
Aug 14, 2023
Q2 2023
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
37New |
$1.76K - $1.86K
|
37
$2.6K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
29New |
$1.38K - $1.46K
|
29
$2.04K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.81MNew |
$82.5M - $90.5M
|
1.81M
$127M
|
|
|
May 05, 2023
Q1 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
106K+ 222.45% |
$4.85M - $5.32M
|
154K
$10.8M
|
|
|
May 02, 2023
Q1 2023
|
Friedenthal Financial
|
BUY
|
- |
27.6KNew |
$1.26M - $1.38M
|
27.6K
$1.94M
|
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
19.8KNew |
$905K - $992K
|
19.8K
$1.39M
|
|
|
May 01, 2023
Q1 2023
|
Sierra Capital LLC
|
BUY
|
- |
15.3KNew |
$696K - $763K
|
15.3K
$1.07M
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
BUY
|
- |
10.9K+ 21.57% |
$497K - $546K
|
61.5K
$4.32M
|
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
6.08KNew |
$277K - $304K
|
6.08K
$427K
|
|
|
May 05, 2023
Q1 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
5.92KNew |
$270K - $296K
|
5.92K
$416K
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
2.92K+ 3.88% |
$133K - $146K
|
78.2K
$5.49M
|
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
1.64KNew |
$74.6K - $81.8K
|
1.64K
$115K
|
|
|
May 15, 2023
Q1 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
971+ 1.12% |
$44.3K - $48.6K
|
87.4K
$6.14M
|
|
|
May 12, 2023
Q1 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
923New |
$42.1K - $46.2K
|
923
$64.8K
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
BUY
|
- |
700New |
$31.9K - $35K
|
700
$49.2K
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
347+ 6.79% |
$15.8K - $17.4K
|
5.46K
$383K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
322New |
$14.7K - $16.1K
|
322
$22.6K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
285New |
$13K - $14.3K
|
285
$20K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
238New |
$10.9K - $11.9K
|
238
$16.7K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
237New |
$10.8K - $11.9K
|
237
$16.7K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
219+ 1152.63% |
$9.99K - $11K
|
238
$16.7K
|
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
214New |
$9.76K - $10.7K
|
214
$15K
|
|
|
May 10, 2023
Q1 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
186New |
$8.48K - $9.3K
|
186
$13.1K
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
BUY
|
- |
53+ 0.25% |
$2.42K - $2.65K
|
21.2K
$1.49M
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
45New |
$2.05K - $2.25K
|
45
$3.16K
|
|
|
May 19, 2025
Q1 2023
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
27New |
$1.23K - $1.35K
|
27
$1.9K
|
|
| Q4 2022 | |||||||
|
Jan 23, 2023
Q4 2022
|
Tap Consulting, LLC
|
BUY
|
- |
135KNew |
$5.19M - $6.3M
|
135K
$9.47M
|
|
|
Jan 18, 2023
Q4 2022
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
75.3KNew |
$2.9M - $3.52M
|
75.3K
$5.29M
|
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
33.7KNew |
$1.3M - $1.57M
|
33.7K
$2.37M
|
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
21.6KNew |
$831K - $1.01M
|
21.6K
$1.52M
|
|
|
Jan 18, 2023
Q4 2022
|
Tri Star Advisors Inc.
|
BUY
|
- |
15K+ 6.44% |
$576K - $700K
|
247K
$17.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Navalign, LLC
|
BUY
|
- |
14K+ 202.32% |
$541K - $656K
|
21K
$1.47M
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
12.3KNew |
$473K - $575K
|
12.3K
$864K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
11KNew |
$423K - $513K
|
11K
$771K
|
|
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
7.53KNew |
$290K - $352K
|
7.53K
$529K
|
|
|
Feb 15, 2023
Q4 2022
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
6KNew |
$231K - $280K
|
6K
$422K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Capital Management LLC
|
BUY
|
- |
5.98KNew |
$230K - $279K
|
5.98K
$420K
|
|
|
Jun 27, 2023
Q4 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
5.32KNew |
$205K - $248K
|
5.32K
$374K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
4.55KNew |
$175K - $213K
|
4.55K
$320K
|
|
|
Feb 14, 2023
Q4 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
4.46KNew |
$172K - $209K
|
4.46K
$314K
|
|
|
Feb 08, 2023
Q4 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
4.4KNew |
$169K - $206K
|
4.4K
$309K
|
|
|
Feb 09, 2023
Q4 2022
|
Renasant Bank
|
BUY
|
- |
3.63K+ 69.45% |
$140K - $170K
|
8.86K
$623K
|
|
|
Feb 13, 2023
Q4 2022
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
2.93KNew |
$113K - $137K
|
2.93K
$206K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
2.2K+ 25.13% |
$84.9K - $103K
|
11K
$771K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
2.18KNew |
$83.9K - $102K
|
2.18K
$153K
|
|