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 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-95- 20.26% |
$4.79K - $5.18K
|
374
$20.1K
|
|
|
May 15, 2024
Q1 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-105- 1.55% |
$5.3K - $5.72K
|
6.66K
$358K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-108- 6.81% |
$5.45K - $5.89K
|
1.48K
$79.4K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
SELL
|
- |
-119- 65.38% |
$6K - $6.49K
|
63
$3.38K
|
|
|
May 15, 2024
Q1 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-137- 0.34% |
$6.91K - $7.47K
|
39.8K
$2.14M
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-139- 25.55% |
$7.01K - $7.58K
|
405
$21.8K
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-157- 3.78% |
$7.92K - $8.56K
|
4K
$215K
|
|
|
May 08, 2024
Q1 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-159- 0.8% |
$8.02K - $8.67K
|
19.7K
$1.06M
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-161- 50.31% |
$8.12K - $8.77K
|
159
$8.54K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-167- 26.3% |
$8.43K - $9.1K
|
468
$25.1K
|
|
|
Apr 10, 2024
Q1 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-173- 2.5% |
$8.73K - $9.43K
|
6.74K
$362K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-175- 0.1% |
$8.83K - $9.54K
|
178K
$9.55M
|
|
|
May 01, 2024
Q1 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-195- 3.48% |
$9.84K - $10.6K
|
5.41K
$291K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-196- 1.67% |
$9.89K - $10.7K
|
11.6K
$620K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-198- 37.79% |
$9.99K - $10.8K
|
326
$17.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-199- 2.26% |
$10K - $10.8K
|
8.61K
$463K
|
|
|
Apr 26, 2024
Q1 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-202- 1.11% |
$10.2K - $11K
|
18K
$965K
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-235- 1.24% |
$11.9K - $12.8K
|
18.7K
$1.01M
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-239- 0.07% |
$12.1K - $13K
|
363K
$19.5M
|
|
|
May 14, 2024
Q1 2024
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-242- 0.6% |
$12.2K - $13.2K
|
39.8K
$2.14M
|
|
|
May 08, 2024
Q1 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-245- 3.01% |
$12.4K - $13.4K
|
7.91K
$425K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-251- 1.06% |
$12.7K - $13.7K
|
23.4K
$1.26M
|
|
|
May 03, 2024
Q1 2024
|
Hemington Wealth Management
|
SELL
|
- |
-262- 2.7% |
$13.2K - $14.3K
|
9.44K
$507K
|
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-271- 2.74% |
$13.7K - $14.8K
|
9.61K
$516K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-280- 5.06% |
$14.1K - $15.3K
|
5.25K
$282K
|
|
|
Apr 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-280- 5.11% |
$14.1K - $15.3K
|
5.2K
$279K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-284- 2.08% |
$14.3K - $15.5K
|
13.4K
$718K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-291- 15.25% |
$14.7K - $15.9K
|
1.62K
$86.8K
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
SELL
|
- |
-294- 1.93% |
$14.8K - $16K
|
15K
$804K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-296- 4.75% |
$14.9K - $16.1K
|
5.94K
$319K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-301- 2.78% |
$15.2K - $16.4K
|
10.5K
$565K
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-307- 4.0% |
$15.5K - $16.7K
|
7.37K
$396K
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-312- 3.07% |
$15.7K - $17K
|
9.84K
$529K
|
|
|
May 02, 2024
Q1 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-328- 1.63% |
$16.6K - $17.9K
|
19.8K
$1.06M
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
SELL
|
- |
-338- 3.65% |
$17.1K - $18.4K
|
8.92K
$479K
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-346- 0.29% |
$17.5K - $18.9K
|
119K
$6.37M
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-349- 8.84% |
$17.6K - $19K
|
3.6K
$193K
|
|
|
Apr 24, 2024
Q1 2024
|
Oak Family Advisors, LLC
|
SELL
|
- |
-350- 8.11% |
$17.7K - $19.1K
|
3.97K
$213K
|
|
|
May 08, 2024
Q1 2024
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-361- 3.66% |
$18.2K - $19.7K
|
9.52K
$511K
|
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-366- 1.38% |
$18.5K - $19.9K
|
26.1K
$1.4M
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
SELL
|
- |
-368- 0.73% |
$18.6K - $20.1K
|
50K
$2.69M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-379- 11.28% |
$19.1K - $20.7K
|
2.98K
$160K
|
|
|
Apr 25, 2024
Q1 2024
|
25 LLC
St. Louis, MO |
SELL
|
- |
-389- 3.18% |
$19.6K - $21.2K
|
11.8K
$635K
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-390- 4.43% |
$19.7K - $21.3K
|
8.41K
$452K
|
|
|
May 14, 2024
Q1 2024
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-392- 0.43% |
$19.8K - $21.4K
|
90.1K
$4.84M
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-395- 79.48% |
$19.9K - $21.5K
|
102
$5.48K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-400- 5.26% |
$20.2K - $21.8K
|
7.2K
$387K
|
|
|
Apr 11, 2024
Q1 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-434- 0.65% |
$21.9K - $23.7K
|
66.8K
$3.59M
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-435- 0.48% |
$22K - $23.7K
|
90.8K
$4.88M
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-437- 0.69% |
$22.1K - $23.8K
|
63K
$3.38M
|