Purchases and Sales Made in Q2 2024 in Msci Eafe Value ETF (EFV)
This table provides information about the institutional ownership of Msci Eafe Value ETF (EFV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.22K- 5.66% |
$64.1K - $69K
|
20.4K
$1.1M
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-1.23K- 14.47% |
$64.2K - $69.2K
|
7.25K
$390K
|
|
|
Jul 23, 2024
Q2 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-1.23K- 16.42% |
$64.5K - $69.5K
|
6.27K
$337K
|
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
SELL
|
- |
-1.3K- 0.94% |
$68.1K - $73.4K
|
138K
$7.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.31K- 35.32% |
$68.4K - $73.7K
|
2.39K
$128K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.34K- 1.67% |
$70.1K - $75.5K
|
78.9K
$4.24M
|
|
|
Aug 01, 2024
Q2 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-1.34K- 15.19% |
$70.2K - $75.7K
|
7.49K
$402K
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
SELL
|
- |
-1.34K- 8.98% |
$70.3K - $75.8K
|
13.6K
$732K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-1.38K- 65.78% |
$72.3K - $78K
|
719
$38.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-1.42K- 14.4% |
$74.2K - $79.9K
|
8.42K
$452K
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1.45K- 21.46% |
$75.8K - $81.7K
|
5.3K
$285K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.45KClosed |
$75.9K - $81.8K
|
0
$0
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
SELL
|
- |
-1.47K- 18.7% |
$76.8K - $82.8K
|
6.38K
$343K
|
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.48K- 6.0% |
$77.5K - $83.5K
|
23.2K
$1.25M
|
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.49K- 0.88% |
$78.2K - $84.3K
|
169K
$9.07M
|
|
|
Jul 22, 2024
Q2 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-1.5K- 14.56% |
$78.5K - $84.6K
|
8.8K
$473K
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-1.53K- 23.76% |
$80.1K - $86.3K
|
4.91K
$264K
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.54K- 6.9% |
$80.4K - $86.7K
|
20.7K
$1.11M
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.6K- 20.23% |
$83.8K - $90.4K
|
6.32K
$339K
|
|
|
Jul 31, 2024
Q2 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-1.66K- 2.83% |
$86.9K - $93.7K
|
57K
$3.06M
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.67K- 31.45% |
$87.3K - $94K
|
3.63K
$195K
|
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.7K- 2.05% |
$88.8K - $95.7K
|
81K
$4.35M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.71K- 7.04% |
$89.7K - $96.6K
|
22.6K
$1.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.73K- 3.11% |
$90.3K - $97.4K
|
53.7K
$2.89M
|
|
|
Aug 13, 2024
Q2 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-1.78K- 2.63% |
$93.3K - $101K
|
65.9K
$3.54M
|
|
|
Aug 13, 2024
Q2 2024
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.78K- 16.58% |
$93.3K - $101K
|
8.97K
$482K
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.8K- 1.9% |
$94.3K - $102K
|
93.2K
$5M
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.82K- 15.37% |
$95.5K - $103K
|
10K
$539K
|
|
|
Jul 19, 2024
Q2 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-1.84K- 20.47% |
$96.3K - $104K
|
7.15K
$384K
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.85K- 11.22% |
$96.6K - $104K
|
14.6K
$784K
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.86K- 0.56% |
$97.1K - $105K
|
327K
$17.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.91K- 0.89% |
$99.9K - $108K
|
211K
$11.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-1.92K- 31.08% |
$101K - $108K
|
4.26K
$229K
|
|
|
Aug 13, 2024
Q2 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-1.93K- 11.55% |
$101K - $109K
|
14.7K
$792K
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-1.97K- 24.98% |
$103K - $111K
|
5.92K
$318K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.99K- 7.73% |
$104K - $112K
|
23.7K
$1.27M
|
|
|
Aug 06, 2024
Q2 2024
|
Connable Office Inc
|
SELL
|
- |
-1.99K- 1.01% |
$104K - $112K
|
196K
$10.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-2K- 4.85% |
$104K - $113K
|
39.1K
$2.1M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-2K- 40.81% |
$105K - $113K
|
2.9K
$156K
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-2.16K- 16.41% |
$113K - $122K
|
11K
$590K
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.17K- 33.26% |
$113K - $122K
|
4.35K
$233K
|
|
|
Jul 17, 2024
Q2 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-2.25K- 13.31% |
$118K - $127K
|
14.7K
$787K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.26K- 1.28% |
$118K - $128K
|
175K
$9.41M
|
|
|
Jul 12, 2024
Q2 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-2.28K- 18.26% |
$119K - $129K
|
10.2K
$549K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-2.32K- 3.03% |
$122K - $131K
|
74.3K
$3.99M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-2.34K- 19.13% |
$122K - $132K
|
9.89K
$531K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-2.36K- 24.59% |
$123K - $133K
|
7.23K
$388K
|
|
|
Jul 16, 2024
Q2 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-2.37K- 11.88% |
$124K - $134K
|
17.6K
$943K
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-2.37K- 19.07% |
$124K - $134K
|
10.1K
$540K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-2.39K- 47.03% |
$125K - $135K
|
2.69K
$145K
|