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 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-443- 2.62% |
$22.4K - $24.1K
|
16.4K
$883K
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-450- 8.26% |
$22.7K - $24.5K
|
5K
$268K
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-463- 11.44% |
$23.4K - $25.2K
|
3.58K
$192K
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-464- 2.45% |
$23.4K - $25.3K
|
18.4K
$990K
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-490- 0.24% |
$24.7K - $26.7K
|
203K
$10.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-495- 0.78% |
$25K - $27K
|
62.9K
$3.38M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-506- 1.79% |
$25.5K - $27.6K
|
27.7K
$1.49M
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-523- 1.9% |
$26.4K - $28.5K
|
27.1K
$1.45M
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-552- 10.72% |
$27.9K - $30.1K
|
4.6K
$247K
|
|
|
Aug 20, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-552- 10.72% |
$27.9K - $30.1K
|
4.6K
$247K
|
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-565- 39.54% |
$28.5K - $30.8K
|
864
$46.4K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-578- 12.5% |
$29.2K - $31.5K
|
4.05K
$217K
|
|
|
May 10, 2024
Q1 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-583- 1.4% |
$29.4K - $31.8K
|
41.1K
$2.21M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-599- 51.2% |
$30.2K - $32.6K
|
571
$30.7K
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-607- 9.84% |
$30.6K - $33.1K
|
5.56K
$299K
|
|
|
Apr 11, 2024
Q1 2024
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-615- 0.52% |
$31K - $33.5K
|
117K
$6.3M
|
|
|
May 14, 2024
Q1 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-618- 12.4% |
$31.2K - $33.7K
|
4.36K
$234K
|
|
|
May 02, 2024
Q1 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-619- 0.74% |
$31.2K - $33.7K
|
83.3K
$4.48M
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-638- 19.06% |
$32.2K - $34.8K
|
2.71K
$146K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-649- 1.31% |
$32.7K - $35.4K
|
48.9K
$2.63M
|
|
|
Apr 30, 2024
Q1 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-650- 2.57% |
$32.8K - $35.4K
|
24.6K
$1.32M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-688- 0.55% |
$34.7K - $37.5K
|
123K
$6.63M
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-693- 8.77% |
$35K - $37.8K
|
7.21K
$387K
|
|
|
May 14, 2024
Q1 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-702- 0.11% |
$35.4K - $38.3K
|
629K
$33.8M
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-704- 11.21% |
$35.5K - $38.4K
|
5.58K
$299K
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-709- 3.09% |
$35.8K - $38.6K
|
22.3K
$1.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-732- 11.44% |
$36.9K - $39.9K
|
5.67K
$304K
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-736- 11.5% |
$37.1K - $40.1K
|
5.66K
$304K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-737- 0.24% |
$37.2K - $40.2K
|
303K
$16.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-774- 2.26% |
$39.1K - $42.2K
|
33.5K
$1.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-787- 16.65% |
$39.7K - $42.9K
|
3.94K
$212K
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-810- 11.47% |
$40.9K - $44.1K
|
6.25K
$336K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-843- 3.18% |
$42.5K - $45.9K
|
25.7K
$1.38M
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
SELL
|
- |
-846- 3.7% |
$42.7K - $46.1K
|
22K
$1.18M
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-847- 6.99% |
$42.7K - $46.2K
|
11.3K
$605K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-848- 7.9% |
$42.8K - $46.2K
|
9.89K
$531K
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-884- 9.46% |
$44.6K - $48.2K
|
8.46K
$454K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-888- 13.95% |
$44.8K - $48.4K
|
5.48K
$294K
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-895- 5.07% |
$45.2K - $48.8K
|
16.7K
$899K
|
|
|
Apr 15, 2024
Q1 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-902- 7.37% |
$45.5K - $49.2K
|
11.3K
$609K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-903- 2.6% |
$45.6K - $49.2K
|
33.8K
$1.81M
|
|
|
May 02, 2024
Q1 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-942- 9.64% |
$47.5K - $51.3K
|
8.83K
$474K
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-944- 10.02% |
$47.6K - $51.4K
|
8.48K
$455K
|
|
|
Apr 15, 2024
Q1 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-961- 1.95% |
$48.5K - $52.4K
|
48.2K
$2.59M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-961- 14.87% |
$48.5K - $52.4K
|
5.5K
$296K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-997- 95.41% |
$50.3K - $54.3K
|
48
$2.58K
|
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-1.01K- 11.07% |
$51K - $55K
|
8.12K
$436K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.02K- 9.8% |
$51.7K - $55.8K
|
9.43K
$506K
|
|
|
Aug 28, 2024
Q1 2024
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-1.03K- 7.06% |
$52K - $56.1K
|
13.5K
$728K
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1.04K- 10.28% |
$52.5K - $56.7K
|
9.08K
$488K
|