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 07, 2024
Q2 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
20KNew |
$1.05M - $1.13M
|
20K
$1.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
18.8K+ 67.69% |
$982K - $1.06M
|
46.5K
$2.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
18.8K+ 8.35% |
$982K - $1.06M
|
243K
$13.1M
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
18.6K+ 108.89% |
$973K - $1.05M
|
35.7K
$1.92M
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
18K+ 1.3% |
$943K - $1.02M
|
1.41M
$75.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
17.9K+ 17.25% |
$939K - $1.01M
|
122K
$6.55M
|
|
|
Jul 31, 2024
Q2 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
17.8KNew |
$931K - $1M
|
17.8K
$956K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
17.2K+ 15.16% |
$899K - $969K
|
131K
$7.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
16.4K+ 194.62% |
$856K - $923K
|
24.8K
$1.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
15.9K+ 189.29% |
$831K - $896K
|
24.3K
$1.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
15.6K+ 73.93% |
$817K - $881K
|
36.7K
$1.97M
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
15K+ 33.83% |
$784K - $845K
|
59.3K
$3.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
14.8K+ 66.13% |
$772K - $832K
|
37.1K
$1.99M
|
|
|
Jul 25, 2024
Q2 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
14.6KNew |
$765K - $824K
|
14.6K
$785K
|
|
|
Aug 12, 2024
Q2 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
14.4KNew |
$756K - $814K
|
14.4K
$775K
|
|
|
Aug 07, 2024
Q2 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
14.2KNew |
$743K - $801K
|
14.2K
$762K
|
|
|
Jul 30, 2024
Q2 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
14.2KNew |
$741K - $799K
|
14.2K
$761K
|
|
|
Aug 13, 2024
Q2 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
13.7K+ 5.25% |
$718K - $774K
|
275K
$14.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
13.7KNew |
$715K - $771K
|
13.7K
$734K
|
|
|
Aug 12, 2024
Q2 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
13.3KNew |
$699K - $753K
|
13.3K
$717K
|
|
|
Aug 12, 2024
Q2 2024
|
First American Trust, Fsb
|
BUY
|
- |
13.3K+ 12.27% |
$697K - $751K
|
122K
$6.55M
|
|
|
Aug 12, 2024
Q2 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
12.8KNew |
$671K - $724K
|
12.8K
$689K
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
12.6K+ 8.19% |
$660K - $712K
|
167K
$8.95M
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
12.6K+ 147.12% |
$658K - $710K
|
21.1K
$1.13M
|
|
|
Aug 08, 2024
Q2 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
12.5KNew |
$654K - $705K
|
12.5K
$672K
|
|
|
Aug 13, 2024
Q2 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
12.4K+ 3.68% |
$647K - $698K
|
348K
$18.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
12.2KNew |
$638K - $688K
|
12.2K
$655K
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
12K+ 81.74% |
$629K - $678K
|
26.7K
$1.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
11.7K+ 2.22% |
$611K - $658K
|
538K
$28.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
11.4K+ 98.94% |
$598K - $645K
|
23K
$1.23M
|
|
|
Jul 17, 2024
Q2 2024
|
Moneywise, Inc.
|
BUY
|
- |
11.1K+ 69.05% |
$580K - $625K
|
27.1K
$1.46M
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
10.7KNew |
$561K - $605K
|
10.7K
$576K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10.3K+ 6.18% |
$539K - $581K
|
177K
$9.5M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
10.2K+ 141.67% |
$535K - $577K
|
17.4K
$937K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
10K+ 20.3% |
$523K - $564K
|
59.3K
$3.18M
|
|
|
Aug 23, 2024
Q2 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
9.85KNew |
$515K - $555K
|
9.85K
$529K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
9.79K+ 7.93% |
$512K - $552K
|
133K
$7.15M
|
|
|
Jul 31, 2024
Q2 2024
|
Strategic Equity Management
|
BUY
|
- |
9.28K+ 24.53% |
$486K - $524K
|
47.1K
$2.53M
|
|
|
Aug 09, 2024
Q2 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
9.08KNew |
$475K - $512K
|
9.08K
$488K
|
|
|
Jul 23, 2024
Q2 2024
|
Keeler T Homas Management LLC
|
BUY
|
- |
8.73K+ 3.76% |
$457K - $492K
|
241K
$12.9M
|
|
|
Aug 01, 2024
Q2 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
8.33KNew |
$436K - $470K
|
8.33K
$447K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.28K+ 7.3% |
$433K - $467K
|
122K
$6.53M
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
BUY
|
- |
8.24KNew |
$431K - $465K
|
8.24K
$443K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.94K+ 6.66% |
$415K - $448K
|
127K
$6.83M
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
7.51K+ 15.14% |
$393K - $423K
|
57.1K
$3.07M
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
7.28K+ 42.93% |
$381K - $411K
|
24.2K
$1.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
BUY
|
- |
7.27K+ 38.39% |
$381K - $410K
|
26.2K
$1.41M
|
|
|
Aug 07, 2024
Q2 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
7.08KNew |
$371K - $399K
|
7.08K
$380K
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
6.88K+ 21.95% |
$360K - $388K
|
38.2K
$2.05M
|
|
|
Aug 05, 2024
Q2 2024
|
Ma Private Wealth
|
BUY
|
- |
6.88K+ 1.38% |
$360K - $388K
|
507K
$27.2M
|