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 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
352+ 2.71% |
$17.8K - $19.2K
|
13.4K
$717K
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
351New |
$17.7K - $19.1K
|
351
$18.9K
|
|
|
Apr 15, 2024
Q1 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
345+ 4.47% |
$17.4K - $18.8K
|
8.06K
$433K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
318+ 1.78% |
$16K - $17.3K
|
18.1K
$975K
|
|
|
Apr 15, 2024
Q1 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
317+ 7.49% |
$16K - $17.3K
|
4.55K
$244K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
308New |
$15.5K - $16.8K
|
308
$16.5K
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
292+ 3.79% |
$14.7K - $15.9K
|
7.99K
$429K
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
291+ 20.03% |
$14.7K - $15.9K
|
1.74K
$93.7K
|
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
290+ 0.18% |
$14.6K - $15.8K
|
162K
$8.68M
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
261+ 1.05% |
$13.2K - $14.2K
|
25.2K
$1.36M
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
256+ 1.01% |
$12.9K - $14K
|
25.6K
$1.38M
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
237+ 29.04% |
$12K - $12.9K
|
1.05K
$56.6K
|
|
|
May 02, 2024
Q1 2024
|
Weil Company, Inc.
|
BUY
|
- |
227+ 0.67% |
$11.5K - $12.4K
|
34K
$1.83M
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
BUY
|
- |
194+ 1.54% |
$9.79K - $10.6K
|
12.8K
$687K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
188New |
$9.49K - $10.2K
|
188
$10.1K
|
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
180New |
$9.08K - $9.81K
|
180
$9.67K
|
|
|
May 13, 2024
Q1 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
179+ 0.59% |
$9.03K - $9.76K
|
30.4K
$1.63M
|
|
|
May 13, 2024
Q1 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
171+ 1.61% |
$8.63K - $9.32K
|
10.8K
$580K
|
|
|
Apr 25, 2024
Q1 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
170+ 0.05% |
$8.58K - $9.27K
|
318K
$17.1M
|
|
|
Jun 28, 2024
Q1 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
167+ 85.2% |
$8.43K - $9.1K
|
363
$19.5K
|
|
|
May 15, 2024
Q1 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
163+ 0.17% |
$8.22K - $8.88K
|
97.3K
$5.23M
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
159New |
$8.02K - $8.67K
|
159
$8.54K
|
|
|
May 01, 2024
Q1 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
157+ 2.54% |
$7.92K - $8.56K
|
6.34K
$340K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
153+ 96.84% |
$7.72K - $8.34K
|
311
$16.7K
|
|
|
May 14, 2024
Q1 2024
|
Virtus Family Office LLC
El Paso, TX |
BUY
|
- |
144+ 1.2% |
$7.27K - $7.85K
|
12.2K
$653K
|
|
|
Apr 17, 2024
Q1 2024
|
Ade, LLC
|
BUY
|
- |
144+ 0.26% |
$7.27K - $7.85K
|
56.4K
$3.03M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
137+ 1.48% |
$6.91K - $7.47K
|
9.39K
$504K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
134+ 5.66% |
$6.76K - $7.3K
|
2.5K
$134K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
113+ 0.54% |
$5.7K - $6.16K
|
21K
$1.13M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
106+ 23.56% |
$5.35K - $5.78K
|
556
$29.9K
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
103New |
$5.2K - $5.61K
|
103
$5.53K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
102New |
$5.15K - $5.56K
|
102
$5.48K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
99New |
$5K - $5.4K
|
99
$5.32K
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
93+ 1.2% |
$4.69K - $5.07K
|
7.87K
$423K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
90New |
$4.54K - $4.91K
|
90
$4.83K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
86New |
$4.34K - $4.69K
|
86
$4.62K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
85New |
$4.29K - $4.63K
|
85
$4.57K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
85+ 1062.5% |
$4.29K - $4.63K
|
93
$5K
|
|
|
Apr 19, 2024
Q1 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
84+ 1.86% |
$4.24K - $4.58K
|
4.59K
$247K
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
BUY
|
- |
83+ 1.98% |
$4.19K - $4.52K
|
4.27K
$229K
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
77+ 0.45% |
$3.89K - $4.2K
|
17.2K
$926K
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
76+ 1.14% |
$3.83K - $4.14K
|
6.75K
$363K
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
76+ 1.83% |
$3.83K - $4.14K
|
4.24K
$228K
|
|
|
Apr 19, 2024
Q1 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
70+ 2.69% |
$3.53K - $3.82K
|
2.67K
$144K
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
67+ 6.09% |
$3.38K - $3.65K
|
1.17K
$62.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Connable Office Inc
|
BUY
|
- |
67+ 0.03% |
$3.38K - $3.65K
|
198K
$10.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
60+ 1200.0% |
$3.03K - $3.27K
|
65
$3.49K
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
57New |
$2.88K - $3.11K
|
57
$3.06K
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
BUY
|
- |
53New |
$2.67K - $2.89K
|
53
$2.85K
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
49+ 0.11% |
$2.47K - $2.67K
|
42.7K
$2.29M
|