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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.84KNew |
$70.8K - $85.9K
|
1.84K
$129K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.82KNew |
$70.1K - $85K
|
1.82K
$128K
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
1.17KNew |
$44.9K - $54.5K
|
1.17K
$81.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
944+ 10.3% |
$36.3K - $44.1K
|
10.1K
$710K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
800New |
$30.8K - $37.4K
|
800
$56.2K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
413New |
$15.9K - $19.3K
|
413
$29K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
330New |
$12.7K - $15.4K
|
330
$23.2K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
268New |
$10.3K - $12.5K
|
268
$18.8K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
245New |
$9.43K - $11.4K
|
245
$17.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
202New |
$7.78K - $9.44K
|
202
$14.2K
|
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
131New |
$5.04K - $6.12K
|
131
$9.2K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
86New |
$3.31K - $4.02K
|
86
$6.04K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
85New |
$3.27K - $3.97K
|
85
$5.97K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
72New |
$2.77K - $3.36K
|
72
$5.06K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
61New |
$2.35K - $2.85K
|
61
$4.29K
|
|
|
Jan 12, 2023
Q4 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
55New |
$2.12K - $2.57K
|
55
$3.86K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
26+ 59.09% |
$1K - $1.21K
|
70
$4.92K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
17New |
$655 - $794
|
17
$1.19K
|
|