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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-32K- 29.61% |
$1.67M - $1.8M
|
76K
$4.08M
|
|
|
Jul 25, 2024
Q2 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-32.1K- 39.15% |
$1.68M - $1.81M
|
49.8K
$2.68M
|
|
|
Aug 02, 2024
Q2 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-32.6K- 44.65% |
$1.71M - $1.84M
|
40.4K
$2.17M
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-32.8K- 7.61% |
$1.72M - $1.85M
|
398K
$21.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-33.2K- 41.01% |
$1.74M - $1.87M
|
47.8K
$2.57M
|
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-34.9K- 36.23% |
$1.82M - $1.97M
|
61.4K
$3.3M
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-35.5K- 39.43% |
$1.86M - $2M
|
54.6K
$2.93M
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-36.2K- 29.64% |
$1.89M - $2.04M
|
85.9K
$4.61M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-36.6K- 23.44% |
$1.92M - $2.06M
|
120K
$6.42M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-37.1K- 24.9% |
$1.94M - $2.09M
|
112K
$6M
|
|
|
Aug 14, 2024
Q2 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-37.1K- 37.76% |
$1.94M - $2.09M
|
61.2K
$3.29M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-37.9K- 57.27% |
$1.98M - $2.14M
|
28.3K
$1.52M
|
|
|
Jul 24, 2024
Q2 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-39.3K- 44.54% |
$2.06M - $2.22M
|
48.9K
$2.63M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-40.4K- 38.21% |
$2.11M - $2.28M
|
65.3K
$3.51M
|
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-40.4K- 25.08% |
$2.11M - $2.28M
|
121K
$6.48M
|
|
|
Aug 12, 2024
Q2 2024
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-40.5K- 37.74% |
$2.12M - $2.28M
|
66.8K
$3.59M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-40.7K- 34.9% |
$2.13M - $2.29M
|
75.9K
$4.08M
|
|
|
Jul 17, 2024
Q2 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-41.3K- 44.6% |
$2.16M - $2.33M
|
51.3K
$2.75M
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-41.9K- 11.56% |
$2.2M - $2.37M
|
321K
$17.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-42.5K- 8.51% |
$2.23M - $2.4M
|
457K
$24.6M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-44.2K- 56.43% |
$2.31M - $2.49M
|
34.1K
$1.83M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-45.3K- 6.66% |
$2.37M - $2.56M
|
636K
$34.2M
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-45.9K- 20.39% |
$2.4M - $2.59M
|
179K
$9.63M
|
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-46.7K- 91.67% |
$2.44M - $2.63M
|
4.24K
$228K
|
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-47.4K- 41.86% |
$2.48M - $2.68M
|
65.9K
$3.54M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-47.7K- 4.09% |
$2.5M - $2.69M
|
1.12M
$60.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-47.8K- 80.13% |
$2.5M - $2.7M
|
11.9K
$637K
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-48.2K- 41.34% |
$2.52M - $2.72M
|
68.4K
$3.67M
|
|
|
Aug 06, 2024
Q2 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-48.2K- 17.56% |
$2.52M - $2.72M
|
226K
$12.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-48.7K- 19.16% |
$2.55M - $2.75M
|
206K
$11M
|
|
|
Aug 02, 2024
Q2 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-49.1K- 36.4% |
$2.57M - $2.77M
|
85.9K
$4.61M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-49.5K- 37.05% |
$2.59M - $2.79M
|
84.2K
$4.52M
|
|
|
Jul 18, 2024
Q2 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-50K- 51.71% |
$2.62M - $2.82M
|
46.7K
$2.51M
|
|
|
Jul 18, 2024
Q2 2024
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-50.5K- 52.65% |
$2.65M - $2.85M
|
45.4K
$2.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-50.7K- 38.31% |
$2.66M - $2.86M
|
81.7K
$4.39M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-51.2K- 9.86% |
$2.68M - $2.89M
|
469K
$25.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-51.3K- 32.8% |
$2.68M - $2.89M
|
105K
$5.64M
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-51.4K- 25.72% |
$2.69M - $2.9M
|
149K
$7.98M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-52.5K- 52.81% |
$2.75M - $2.96M
|
46.9K
$2.52M
|
|
|
Aug 13, 2024
Q2 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-52.7K- 80.65% |
$2.76M - $2.97M
|
12.6K
$679K
|
|
|
Jul 26, 2024
Q2 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-52.9K- 33.77% |
$2.77M - $2.98M
|
104K
$5.57M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-54.1K- 35.09% |
$2.83M - $3.05M
|
100K
$5.37M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-55.1K- 40.29% |
$2.88M - $3.11M
|
81.6K
$4.38M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-55.3K- 29.03% |
$2.89M - $3.12M
|
135K
$7.26M
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-55.6K- 49.63% |
$2.91M - $3.13M
|
56.4K
$3.03M
|
|
|
Aug 05, 2024
Q2 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-57.4K- 9.49% |
$3M - $3.24M
|
547K
$29.4M
|
|
|
Jul 24, 2024
Q2 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-57.4K- 28.67% |
$3.01M - $3.24M
|
143K
$7.68M
|
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-58.3K- 37.38% |
$3.05M - $3.29M
|
97.7K
$5.25M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-59K- 20.39% |
$3.09M - $3.33M
|
231K
$12.4M
|
|
|
Aug 13, 2024
Q2 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-60.9K- 32.4% |
$3.19M - $3.44M
|
127K
$6.83M
|