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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
52.9KNew |
$2.67M - $2.88M
|
52.9K
$2.84M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
52.6K+ 10.52% |
$2.66M - $2.87M
|
553K
$29.7M
|
|
|
May 06, 2024
Q1 2024
|
Valence8 Us LP
Cambridge, MA |
BUY
|
- |
52.2K+ 12.39% |
$2.64M - $2.85M
|
474K
$25.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
52.2K+ 18.42% |
$2.64M - $2.85M
|
336K
$18M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
50.9KNew |
$2.57M - $2.77M
|
50.9K
$2.73M
|
|
|
Apr 30, 2024
Q1 2024
|
Ma Private Wealth
|
BUY
|
- |
47.4K+ 10.48% |
$2.39M - $2.58M
|
500K
$26.8M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
44.3K+ 10.42% |
$2.24M - $2.41M
|
469K
$25.2M
|
|
|
Aug 02, 2024
Q1 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
42.3KNew |
$2.14M - $2.31M
|
42.3K
$2.27M
|
|
|
May 14, 2024
Q1 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
41.2K+ 2773.76% |
$2.08M - $2.25M
|
42.7K
$2.29M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
38.8K+ 7.63% |
$1.96M - $2.12M
|
548K
$29.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
38.4K+ 4.46% |
$1.94M - $2.09M
|
899K
$48.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Strategic Equity Management
|
BUY
|
- |
37.8KNew |
$1.91M - $2.06M
|
37.8K
$2.03M
|
|
|
May 15, 2024
Q1 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
34.2K+ 49.04% |
$1.73M - $1.87M
|
104K
$5.59M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
33.2K+ 47.03% |
$1.68M - $1.81M
|
104K
$5.58M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
32K+ 101.13% |
$1.62M - $1.75M
|
63.7K
$3.42M
|
|
|
Apr 09, 2024
Q1 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
29.6K+ 155.06% |
$1.5M - $1.61M
|
48.7K
$2.62M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
28.3KNew |
$1.43M - $1.54M
|
28.3K
$1.52M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
27.1K+ 55.65% |
$1.37M - $1.48M
|
75.7K
$4.07M
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
26.8K+ 10.8% |
$1.35M - $1.46M
|
275K
$14.8M
|
|
|
May 15, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
24.2K+ 19.02% |
$1.22M - $1.32M
|
152K
$8.14M
|
|
|
May 15, 2024
Q1 2024
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
24.1K+ 21.4% |
$1.21M - $1.31M
|
136K
$7.33M
|
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
23.4K+ 1.71% |
$1.18M - $1.27M
|
1.39M
$74.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
22.3KNew |
$1.13M - $1.22M
|
22.3K
$1.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
22.2KNew |
$1.12M - $1.21M
|
22.2K
$1.19M
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
21.8K+ 44.46% |
$1.1M - $1.19M
|
70.7K
$3.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
21.1KNew |
$1.07M - $1.15M
|
21.1K
$1.13M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
20.7K+ 116.02% |
$1.05M - $1.13M
|
38.6K
$2.07M
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
18.9K+ 13.96% |
$952K - $1.03M
|
154K
$8.27M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.2K+ 3.07% |
$920K - $994K
|
612K
$32.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
18.2K+ 17.52% |
$917K - $991K
|
122K
$6.55M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
18.2K+ 12.73% |
$916K - $990K
|
161K
$8.64M
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
18K+ 2027.64% |
$911K - $984K
|
18.9K
$1.02M
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
17.4K+ 5.93% |
$877K - $947K
|
311K
$16.7M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
17.1KNew |
$864K - $934K
|
17.1K
$920K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
16.6K+ 2.64% |
$836K - $903K
|
644K
$34.6M
|
|
|
May 15, 2024
Q1 2024
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
16.5K+ 73.39% |
$834K - $901K
|
39K
$2.1M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
16.1K+ 0.71% |
$811K - $876K
|
2.28M
$122M
|
|
|
Apr 22, 2024
Q1 2024
|
Moneywise, Inc.
|
BUY
|
- |
16KNew |
$810K - $874K
|
16K
$862K
|
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
16K+ 193.8% |
$807K - $872K
|
24.2K
$1.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
15.4KNew |
$778K - $841K
|
15.4K
$829K
|
|
|
May 13, 2024
Q1 2024
|
First American Trust, Fsb
|
BUY
|
- |
15.1K+ 16.13% |
$761K - $822K
|
109K
$5.83M
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
14.9KNew |
$754K - $815K
|
14.9K
$803K
|
|
|
May 07, 2024
Q1 2024
|
Keeler T Homas Management LLC
|
BUY
|
- |
14.8K+ 6.83% |
$749K - $809K
|
232K
$12.5M
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
14.7KNew |
$742K - $801K
|
14.7K
$790K
|
|
|
Apr 29, 2024
Q1 2024
|
Brave Asset Management Inc
|
BUY
|
- |
14.6K+ 3.45% |
$739K - $798K
|
440K
$23.6M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
14.5K+ 134.93% |
$731K - $789K
|
25.2K
$1.35M
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
14.4K+ 139.73% |
$726K - $784K
|
24.7K
$1.33M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
14.3K+ 51.68% |
$720K - $778K
|
41.9K
$2.25M
|
|
|
May 06, 2024
Q1 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
14.2K+ 11.78% |
$718K - $776K
|
135K
$7.25M
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
14.2K+ 16.84% |
$714K - $772K
|
98.2K
$5.28M
|