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 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
13.6K+ 9.66% |
$685K - $739K
|
154K
$8.27M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
12.1K+ 101.53% |
$608K - $657K
|
23.9K
$1.28M
|
|
|
May 14, 2024
Q1 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
11.7K+ 67.79% |
$590K - $637K
|
28.9K
$1.55M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
10.9K+ 5.99% |
$550K - $594K
|
193K
$10.4M
|
|
|
May 15, 2024
Q1 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
10.6KNew |
$535K - $577K
|
10.6K
$569K
|
|
|
May 08, 2024
Q1 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
10.4K+ 9.09% |
$523K - $565K
|
124K
$6.68M
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
10.2K+ 12.66% |
$517K - $558K
|
91.1K
$4.89M
|
|
|
May 06, 2024
Q1 2024
|
Motive Wealth Advisors
|
BUY
|
- |
10.2KNew |
$513K - $555K
|
10.2K
$546K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
9.97K+ 3.07% |
$503K - $543K
|
334K
$17.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
9.92K+ 37.96% |
$501K - $541K
|
36.1K
$1.94M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.87K+ 3.89% |
$498K - $538K
|
264K
$14.2M
|
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
9.66K+ 2.06% |
$487K - $526K
|
479K
$25.7M
|
|
|
May 06, 2024
Q1 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
8.74K+ 9.18% |
$441K - $476K
|
104K
$5.58M
|
|
|
Apr 24, 2024
Q1 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
8.7K+ 4.08% |
$439K - $474K
|
222K
$11.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
BUY
|
- |
8.63K+ 18.26% |
$435K - $470K
|
55.9K
$3M
|
|
|
Apr 29, 2024
Q1 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
8.58K+ 6.36% |
$433K - $468K
|
144K
$7.71M
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
8.55KNew |
$431K - $466K
|
8.55K
$459K
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
8.39KNew |
$423K - $457K
|
8.39K
$450K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
8.25KNew |
$416K - $450K
|
8.25K
$443K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
7.95K+ 20.36% |
$401K - $433K
|
47K
$2.53M
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
7.77KNew |
$392K - $423K
|
7.77K
$417K
|
|
|
May 01, 2024
Q1 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
7KNew |
$353K - $382K
|
7K
$376K
|
|
|
Apr 29, 2024
Q1 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
6.83K+ 4.46% |
$345K - $372K
|
160K
$8.59M
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
6.82KNew |
$344K - $372K
|
6.82K
$367K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.75K+ 6.01% |
$341K - $368K
|
119K
$6.4M
|
|
|
May 15, 2024
Q1 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
6.75K+ 6.72% |
$341K - $368K
|
107K
$5.76M
|
|
|
May 07, 2024
Q1 2024
|
Addison Capital CO
|
BUY
|
- |
6.64K+ 132.63% |
$335K - $362K
|
11.7K
$626K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
6.63K+ 6.67% |
$334K - $361K
|
106K
$5.7M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.51K+ 11.56% |
$328K - $355K
|
62.8K
$3.37M
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
6.44KNew |
$325K - $351K
|
6.44K
$346K
|
|
|
Oct 31, 2024
Q1 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
6.37KNew |
$322K - $347K
|
6.37K
$342K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
6.22K+ 3.49% |
$314K - $339K
|
184K
$9.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
6.2K+ 1.33% |
$313K - $338K
|
472K
$25.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
6.12K+ 19.48% |
$309K - $333K
|
37.5K
$2.01M
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
5.99K+ 4.67% |
$302K - $327K
|
134K
$7.21M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
5.85KNew |
$295K - $319K
|
5.85K
$314K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
5.85K+ 4.74% |
$295K - $319K
|
129K
$6.94M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
5.8KNew |
$293K - $316K
|
5.8K
$312K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
5.72K+ 22.31% |
$289K - $312K
|
31.3K
$1.68M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
5.71K+ 7.8% |
$288K - $311K
|
78.9K
$4.24M
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
5.39KNew |
$272K - $294K
|
5.39K
$290K
|
|
|
Apr 30, 2024
Q1 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
4.9K+ 2.42% |
$247K - $267K
|
208K
$11.2M
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
4.75K+ 38.52% |
$240K - $259K
|
17.1K
$917K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4.7KNew |
$237K - $256K
|
4.7K
$252K
|
|
|
Apr 17, 2024
Q1 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
4.65K+ 8.42% |
$235K - $254K
|
59.9K
$3.22M
|
|
|
Apr 17, 2024
Q1 2024
|
Rhs Financial, LLC
|
BUY
|
- |
4.65K+ 30.39% |
$234K - $253K
|
19.9K
$1.07M
|
|
|
May 07, 2024
Q1 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
4.63KNew |
$233K - $252K
|
4.63K
$248K
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
4.63KNew |
$233K - $252K
|
4.63K
$248K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.56K+ 2.81% |
$230K - $248K
|
167K
$8.95M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
4.45K+ 37.01% |
$224K - $242K
|
16.5K
$884K
|