Purchases and Sales Made in Q1 2024 in Msci Eafe Value ETF (EFV)
This table provides information about the institutional ownership of Msci Eafe Value ETF (EFV) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-1.12K- 13.03% |
$56.7K - $61.3K
|
7.5K
$403K
|
|
|
Apr 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.14K- 1.85% |
$57.3K - $61.9K
|
60.4K
$3.24M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.15K- 5.04% |
$57.9K - $62.6K
|
21.6K
$1.16M
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.15K- 34.13% |
$58.1K - $62.7K
|
2.22K
$119K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.16K- 22.39% |
$58.6K - $63.3K
|
4.03K
$216K
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
SELL
|
- |
-1.17K- 14.06% |
$59K - $63.7K
|
7.14K
$384K
|
|
|
May 03, 2024
Q1 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-1.17K- 17.07% |
$59K - $63.7K
|
5.68K
$305K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.17K- 11.22% |
$59.1K - $63.9K
|
9.27K
$498K
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-1.2K- 1.04% |
$60.3K - $65.1K
|
113K
$6.09M
|
|
|
May 06, 2024
Q1 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-1.22K- 4.0% |
$61.5K - $66.4K
|
29.3K
$1.57M
|
|
|
May 14, 2024
Q1 2024
|
Washington Trust Bank
|
SELL
|
- |
-1.24K- 23.76% |
$62.7K - $67.7K
|
3.99K
$214K
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
SELL
|
- |
-1.27K- 11.39% |
$64K - $69.2K
|
9.87K
$530K
|
|
|
May 14, 2024
Q1 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-1.27K- 5.8% |
$64.2K - $69.4K
|
20.7K
$1.11M
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.34K- 49.36% |
$67.8K - $73.2K
|
1.38K
$74.1K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-1.43K- 2.78% |
$71.9K - $77.7K
|
49.9K
$2.68M
|
|
|
Apr 24, 2024
Q1 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-1.43K- 9.57% |
$72.1K - $77.9K
|
13.5K
$725K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.45K- 16.29% |
$73K - $78.8K
|
7.43K
$399K
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-1.47K- 11.36% |
$74.4K - $80.3K
|
11.5K
$618K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-1.49K- 20.1% |
$75.2K - $81.3K
|
5.93K
$318K
|
|
|
Aug 14, 2024
Q1 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-1.49K- 6.27% |
$75.3K - $81.3K
|
22.3K
$1.2M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.5K- 28.66% |
$75.4K - $81.5K
|
3.72K
$200K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.51K- 33.17% |
$76.1K - $82.2K
|
3.04K
$163K
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-1.51K- 20.71% |
$76.3K - $82.5K
|
5.79K
$311K
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.54K- 1.83% |
$77.9K - $84.1K
|
82.7K
$4.44M
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.58K- 2.94% |
$79.9K - $86.3K
|
52.3K
$2.81M
|
|
|
May 08, 2024
Q1 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-1.63K- 2.37% |
$82.1K - $88.7K
|
67.1K
$3.6M
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.64K- 8.96% |
$82.8K - $89.4K
|
16.7K
$895K
|
|
|
May 10, 2024
Q1 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-1.65K- 7.99% |
$83.4K - $90K
|
19K
$1.02M
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
SELL
|
- |
-1.66K- 1.93% |
$83.6K - $90.3K
|
84.1K
$4.51M
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.72K- 1.78% |
$86.7K - $93.7K
|
95K
$5.1M
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.72K- 0.8% |
$86.8K - $93.7K
|
213K
$11.5M
|
|
|
Apr 11, 2024
Q1 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-1.74K- 2.0% |
$87.7K - $94.7K
|
85.1K
$4.57M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-1.78K- 0.97% |
$89.9K - $97.1K
|
182K
$9.79M
|
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-1.84K- 2.03% |
$93K - $100K
|
88.8K
$4.77M
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1.85K- 46.79% |
$93.6K - $101K
|
2.11K
$113K
|
|
|
Apr 15, 2024
Q1 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-1.88K- 3.13% |
$94.7K - $102K
|
58K
$3.12M
|
|
|
May 10, 2024
Q1 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-2.02K- 10.46% |
$102K - $110K
|
17.3K
$928K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.08K- 0.54% |
$105K - $114K
|
387K
$20.8M
|
|
|
May 09, 2024
Q1 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-2.15K- 4.08% |
$109K - $117K
|
50.6K
$2.72M
|
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-2.18K- 29.18% |
$110K - $119K
|
5.3K
$285K
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-2.22K- 26.06% |
$112K - $121K
|
6.3K
$338K
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-2.26K- 29.06% |
$114K - $123K
|
5.52K
$297K
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-2.37K- 1.93% |
$119K - $129K
|
120K
$6.44M
|
|
|
Apr 16, 2024
Q1 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-2.38K- 14.78% |
$120K - $129K
|
13.7K
$736K
|
|
|
Apr 15, 2024
Q1 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-2.45K- 4.78% |
$123K - $133K
|
48.7K
$2.62M
|
|
|
May 01, 2024
Q1 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-2.46K- 0.92% |
$124K - $134K
|
264K
$14.2M
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-2.54K- 14.56% |
$128K - $138K
|
14.9K
$800K
|
|
|
May 07, 2024
Q1 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-2.58K- 36.0% |
$130K - $140K
|
4.58K
$246K
|
|
|
May 14, 2024
Q1 2024
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-2.61K- 96.66% |
$131K - $142K
|
90
$4.83K
|
|
|
Apr 23, 2024
Q1 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-2.63K- 8.01% |
$133K - $143K
|
30.2K
$1.62M
|