Latest Institutional Sells of Msci Eafe Value ETF (EFV)
This list provides information on the latest institutional transactions involving Msci Eafe Value ETF (EFV) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-918- 1.13% |
$43.7K - $46.1K
|
80.1K
$4.15M
|
|
Aug 04, 2023
Q2 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-909- 52.03% |
$43.3K - $45.7K
|
838
$43.5K
|
|
Jul 17, 2023
Q2 2023
|
Bremer Bank National Association
|
SELL
|
- |
-519- 1.09% |
$24.7K - $26.1K
|
47.1K
$2.45M
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-450- 54.22% |
$21.4K - $22.6K
|
380
$19.7K
|
|
Aug 08, 2023
Q2 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-307- 83.65% |
$14.6K - $15.4K
|
60
$3.11K
|
|
Jul 20, 2023
Q2 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-85- 1.18% |
$4.05K - $4.27K
|
7.1K
$368K
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-71- 30.34% |
$3.38K - $3.57K
|
163
$8.46K
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-41- 3.91% |
$1.95K - $2.06K
|
1.01K
$52.2K
|
|
Jul 20, 2023
Q2 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-2- 0.04% |
$95.2 - $100
|
4.6K
$239K
|
|
Q1 2023 | |||||||
Jun 20, 2024
Q1 2023
|
Abrdn PLC
|
SELL
|
- |
-9.82K- 27.62% |
$448K - $491K
|
25.7K
$1.33M
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-1.69K- 66.52% |
$77K - $84.5K
|
850
$44.1K
|
|
Apr 14, 2023
Q1 2023
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-1.24K- 18.7% |
$56.7K - $62.2K
|
5.41K
$280K
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-908- 14.84% |
$41.4K - $45.4K
|
5.21K
$270K
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
SELL
|
- |
-754- 1.87% |
$34.4K - $37.7K
|
39.7K
$2.06M
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-84- 53.85% |
$3.83K - $4.2K
|
72
$3.74K
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-81- 3.6% |
$3.69K - $4.05K
|
2.17K
$113K
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
SELL
|
- |
-75- 23.73% |
$3.42K - $3.75K
|
241
$12.5K
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-27Closed |
$1.23K - $1.35K
|
0
$0
|
|
May 09, 2023
Q1 2023
|
Integrity Financial Corp
|
SELL
|
- |
-23- 11.22% |
$1.05K - $1.15K
|
182
$9.44K
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-8- 2.97% |
$365 - $400
|
261
$13.5K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-738K- 97.12% |
$28.4M - $34.5M
|
21.9K
$1.14M
|
|
Jan 10, 2023
Q4 2022
|
Mcia Inc
|
SELL
|
- |
-126K- 27.09% |
$4.87M - $5.91M
|
340K
$17.7M
|
|
Feb 14, 2023
Q4 2022
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-32.6K- 29.2% |
$1.26M - $1.52M
|
79.1K
$4.1M
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-24.5KClosed |
$944K - $1.15M
|
0
$0
|
|
Feb 01, 2023
Q4 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-6.83K- 59.91% |
$263K - $319K
|
4.57K
$237K
|
|
Feb 15, 2023
Q4 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-5.22K- 19.36% |
$201K - $244K
|
21.7K
$1.13M
|
|
Jan 19, 2023
Q4 2022
|
Marion Wealth Management
|
SELL
|
- |
-2.68K- 33.07% |
$103K - $125K
|
5.43K
$282K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.47K- 76.94% |
$56.6K - $68.7K
|
441
$22.9K
|
|
Feb 09, 2023
Q4 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-953- 10.45% |
$36.7K - $44.5K
|
8.17K
$424K
|
|
Feb 09, 2023
Q4 2022
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-524- 1.74% |
$20.2K - $24.5K
|
29.5K
$1.53M
|
|
Jan 20, 2023
Q4 2022
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-402- 1.53% |
$15.5K - $18.8K
|
25.9K
$1.34M
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-205- 14.15% |
$7.89K - $9.58K
|
1.24K
$64.5K
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-170- 1.2% |
$6.55K - $7.94K
|
14K
$724K
|
|
Jan 26, 2023
Q4 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-87- 1.15% |
$3.35K - $4.07K
|
7.46K
$387K
|
|
Jan 24, 2023
Q4 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-55- 1.01% |
$2.12K - $2.57K
|
5.39K
$279K
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-1- 2.78% |
$38.5 - $46.7
|
35
$1.82K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-1.12M- 22.86% |
$43.2M - $50.8M
|
3.79M
$197M
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
SELL
|
- |
-313K- 84.65% |
$12M - $14.2M
|
56.8K
$2.95M
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-32.4K- 100.0% |
$1.25M - $1.47M
|
1
$51.9
|
|
Nov 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-16.7K- 74.11% |
$642K - $755K
|
5.83K
$303K
|
|
Oct 17, 2022
Q3 2022
|
Btc Capital Management, Inc.
|
SELL
|
- |
-14K- 95.28% |
$537K - $632K
|
692
$35.9K
|
|
Oct 12, 2022
Q3 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-9.26K- 41.36% |
$356K - $419K
|
13.1K
$681K
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-5.14K- 16.97% |
$197K - $232K
|
25.1K
$1.3M
|
|
Nov 09, 2022
Q3 2022
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-5.1KClosed |
$196K - $230K
|
0
$0
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-3.54KClosed |
$136K - $160K
|
0
$0
|
|
Nov 03, 2022
Q3 2022
|
Western Financial Corporation
|
SELL
|
- |
-1.23K- 14.44% |
$47.3K - $55.7K
|
7.29K
$378K
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-776- 14.97% |
$29.8K - $35.1K
|
4.41K
$229K
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-770- 1.87% |
$29.6K - $34.8K
|
40.4K
$2.1M
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-467Closed |
$18K - $21.1K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-191- 2.48% |
$7.34K - $8.64K
|
7.51K
$389K
|