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 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
4.4KNew |
$222K - $240K
|
4.4K
$237K
|
|
|
May 13, 2024
Q1 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
4.07K+ 4.28% |
$205K - $222K
|
99K
$5.32M
|
|
|
Aug 14, 2024
Q1 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
3.98KNew |
$201K - $217K
|
3.98K
$214K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
3.94K+ 10.23% |
$199K - $215K
|
42.5K
$2.28M
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
3.89K+ 9.78% |
$196K - $212K
|
43.7K
$2.35M
|
|
|
May 08, 2024
Q1 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
3.85KNew |
$194K - $210K
|
3.85K
$207K
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
3.85KNew |
$194K - $210K
|
3.85K
$207K
|
|
|
May 03, 2024
Q1 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
3.79KNew |
$191K - $206K
|
3.79K
$203K
|
|
|
Apr 12, 2024
Q1 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
3.74KNew |
$189K - $204K
|
3.74K
$201K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.72K+ 18.59% |
$188K - $203K
|
23.7K
$1.27M
|
|
|
Apr 08, 2024
Q1 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
3.69KNew |
$186K - $201K
|
3.69K
$198K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.65K+ 27.36% |
$184K - $199K
|
17K
$911K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.54K+ 9.39% |
$179K - $193K
|
41.2K
$2.21M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
3.52K+ 2.58% |
$178K - $192K
|
140K
$7.52M
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
3.49K+ 1.94% |
$176K - $190K
|
183K
$9.84M
|
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
BUY
|
- |
3.47K+ 14.04% |
$175K - $189K
|
28.2K
$1.51M
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
3.44K+ 0.14% |
$174K - $188K
|
2.39M
$128M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.34K+ 32.0% |
$169K - $182K
|
13.8K
$741K
|
|
|
May 02, 2024
Q1 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
3.29K+ 18.2% |
$166K - $179K
|
21.4K
$1.15M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
3.21K+ 13.59% |
$162K - $175K
|
26.8K
$1.44M
|
|
|
Apr 29, 2024
Q1 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
3.06K+ 35.83% |
$154K - $167K
|
11.6K
$622K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.04K+ 29.11% |
$154K - $166K
|
13.5K
$725K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
3KNew |
$151K - $164K
|
3K
$161K
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
2.97K+ 0.96% |
$150K - $162K
|
311K
$16.7M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.8K+ 2.41% |
$141K - $153K
|
119K
$6.39M
|
|
|
Apr 30, 2024
Q1 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
2.8K+ 3.4% |
$141K - $153K
|
85.1K
$4.57M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.79K+ 63.04% |
$141K - $152K
|
7.22K
$388K
|
|
|
May 02, 2024
Q1 2024
|
Horan Securities, Inc.
|
BUY
|
- |
2.65K+ 3.52% |
$134K - $144K
|
78K
$4.19M
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
2.62K+ 12.5% |
$132K - $143K
|
23.6K
$1.26M
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
2.45K+ 16.75% |
$123K - $133K
|
17K
$916K
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
BUY
|
- |
2.38K+ 5.68% |
$120K - $130K
|
44.3K
$2.38M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.37K+ 13.61% |
$120K - $129K
|
19.8K
$1.06M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.18K+ 4.54% |
$110K - $119K
|
50.3K
$2.7M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
2.1KNew |
$106K - $115K
|
2.1K
$113K
|
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
2.07K+ 119.4% |
$104K - $113K
|
3.8K
$204K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.06K+ 8.49% |
$104K - $112K
|
26.3K
$1.41M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.02K+ 7.87% |
$102K - $110K
|
27.7K
$1.49M
|
|
|
May 13, 2024
Q1 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
1.98K+ 12.71% |
$100K - $108K
|
17.6K
$944K
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
1.95K+ 16.7% |
$98.2K - $106K
|
13.6K
$730K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.91KNew |
$96.3K - $104K
|
1.91K
$103K
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.85K+ 37.38% |
$93.1K - $101K
|
6.78K
$364K
|
|
|
May 14, 2024
Q1 2024
|
Campion Asset Management
|
BUY
|
- |
1.83K+ 7.82% |
$92.5K - $99.9K
|
25.3K
$1.36M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
1.83K+ 2.8% |
$92.4K - $99.8K
|
67.1K
$3.61M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.79K+ 36.62% |
$90.1K - $97.3K
|
6.66K
$358K
|
|
|
Apr 18, 2024
Q1 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.77K+ 3.81% |
$89.3K - $96.5K
|
48.3K
$2.59M
|
|
|
May 15, 2024
Q1 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
1.77K+ 4.81% |
$89.1K - $96.2K
|
38.5K
$2.07M
|
|
|
Apr 23, 2024
Q1 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.72K+ 4.76% |
$86.5K - $93.5K
|
37.7K
$2.03M
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
1.71K+ 6.53% |
$86.4K - $93.4K
|
27.9K
$1.5M
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
BUY
|
- |
1.69K+ 0.62% |
$85.1K - $91.9K
|
273K
$14.6M
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
1.68K+ 18.42% |
$84.6K - $91.4K
|
10.8K
$579K
|