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 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
6.86K+ 93.91% |
$359K - $387K
|
14.2K
$761K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
6.75K+ 10.51% |
$354K - $381K
|
71K
$3.81M
|
|
|
Aug 05, 2024
Q2 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
6.73KNew |
$352K - $380K
|
6.73K
$362K
|
|
|
Jul 25, 2024
Q2 2024
|
Addison Capital CO
|
BUY
|
- |
6.66K+ 57.17% |
$349K - $376K
|
18.3K
$983K
|
|
|
Jul 17, 2024
Q2 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
6.57K+ 172.95% |
$344K - $371K
|
10.4K
$557K
|
|
|
Aug 13, 2024
Q2 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
6.55K+ 6.61% |
$343K - $369K
|
106K
$5.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.51K+ 27.23% |
$341K - $367K
|
30.4K
$1.63M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
6.35K+ 3.57% |
$332K - $358K
|
184K
$9.89M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.32K+ 24.01% |
$331K - $357K
|
32.6K
$1.75M
|
|
|
Jul 12, 2024
Q2 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
6.26KNew |
$328K - $353K
|
6.26K
$336K
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
BUY
|
- |
6.09KNew |
$319K - $344K
|
6.09K
$327K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.85K+ 9.18% |
$306K - $330K
|
69.6K
$3.74M
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
5.67KNew |
$297K - $320K
|
5.67K
$305K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.65K+ 6.14% |
$296K - $318K
|
97.6K
$5.24M
|
|
|
Jul 30, 2024
Q2 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
5.6KNew |
$293K - $316K
|
5.6K
$301K
|
|
|
Jul 17, 2024
Q2 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
5.49KNew |
$288K - $310K
|
5.49K
$295K
|
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
5.44K+ 4.21% |
$285K - $307K
|
135K
$7.24M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.05K+ 67.99% |
$264K - $285K
|
12.5K
$670K
|
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
BUY
|
- |
4.94K+ 6.94% |
$258K - $278K
|
76.1K
$4.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
4.85K+ 3.23% |
$254K - $273K
|
155K
$8.33M
|
|
|
Jul 19, 2024
Q2 2024
|
Fulcrum Equity Management
|
BUY
|
- |
4.51KNew |
$236K - $254K
|
4.51K
$242K
|
|
|
Jul 12, 2024
Q2 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
4.39KNew |
$230K - $247K
|
4.39K
$236K
|
|
|
Jul 17, 2024
Q2 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
4.29K+ 6.01% |
$224K - $242K
|
75.6K
$4.06M
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
4.25KNew |
$222K - $239K
|
4.25K
$228K
|
|
|
Jul 23, 2024
Q2 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
4.23K+ 24.1% |
$222K - $239K
|
21.8K
$1.17M
|
|
|
Aug 07, 2024
Q2 2024
|
Lansing Street Advisors
|
BUY
|
- |
4.17K+ 8.38% |
$218K - $235K
|
53.9K
$2.9M
|
|
|
Jul 24, 2024
Q2 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
4.17K+ 5.35% |
$218K - $235K
|
82.1K
$4.41M
|
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
4.08KNew |
$214K - $230K
|
4.08K
$219K
|
|
|
Aug 09, 2024
Q2 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
3.91K+ 8.03% |
$205K - $221K
|
52.6K
$2.83M
|
|
|
Jul 23, 2024
Q2 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.9KNew |
$204K - $220K
|
3.9K
$209K
|
|
|
Aug 01, 2024
Q2 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
3.87K+ 18.09% |
$202K - $218K
|
25.3K
$1.36M
|
|
|
Aug 09, 2024
Q2 2024
|
Virtus Family Office LLC
El Paso, TX |
BUY
|
- |
3.86K+ 31.75% |
$202K - $218K
|
16K
$860K
|
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
3.81KNew |
$199K - $215K
|
3.81K
$205K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.77K+ 196.36% |
$198K - $213K
|
5.7K
$306K
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
3.74K+ 1000.0% |
$196K - $211K
|
4.11K
$221K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
3.5K+ 1.16% |
$183K - $198K
|
306K
$16.4M
|
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
3.33K+ 26.28% |
$174K - $188K
|
16K
$860K
|
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
3.3K+ 24.25% |
$173K - $186K
|
16.9K
$908K
|
|
|
Aug 01, 2024
Q2 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
3.26K+ 1.57% |
$171K - $184K
|
211K
$11.3M
|
|
|
Jul 23, 2024
Q2 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
3.25K+ 0.5% |
$170K - $183K
|
654K
$35.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
3.24KNew |
$170K - $183K
|
3.24K
$174K
|
|
|
Jul 15, 2024
Q2 2024
|
Brave Asset Management Inc
|
BUY
|
- |
3.14K+ 0.71% |
$164K - $177K
|
443K
$23.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.1K+ 13.32% |
$162K - $175K
|
26.4K
$1.42M
|
|
|
Aug 15, 2024
Q2 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
2.99K+ 6.57% |
$157K - $169K
|
48.6K
$2.61M
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.95K+ 24.76% |
$154K - $166K
|
14.9K
$799K
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
BUY
|
- |
2.88K+ 25.01% |
$151K - $162K
|
14.4K
$773K
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.75KNew |
$144K - $155K
|
2.75K
$148K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
2.73K+ 1.48% |
$143K - $154K
|
187K
$10M
|
|
|
Jul 12, 2024
Q2 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
2.73K+ 2.32% |
$143K - $154K
|
120K
$6.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
2.42K+ 5.54% |
$127K - $137K
|
46.1K
$2.48M
|