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 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
663+ 2.45% |
$34.7K - $37.4K
|
27.7K
$1.49M
|
|
|
Aug 09, 2024
Q2 2024
|
Horan Securities, Inc.
|
BUY
|
- |
662+ 0.85% |
$34.6K - $37.3K
|
78.6K
$4.22M
|
|
|
Jul 23, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
659+ 0.67% |
$34.5K - $37.2K
|
98.9K
$5.31M
|
|
|
Aug 09, 2024
Q2 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
658+ 1.09% |
$34.4K - $37.1K
|
61K
$3.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
650+ 6.52% |
$34K - $36.7K
|
10.6K
$570K
|
|
|
Aug 05, 2024
Q2 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
649+ 0.25% |
$34K - $36.6K
|
265K
$14.2M
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
648+ 112.7% |
$33.9K - $36.6K
|
1.22K
$65.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
634+ 4.7% |
$33.2K - $35.8K
|
14.1K
$759K
|
|
|
Jul 23, 2024
Q2 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
631+ 1.67% |
$33K - $35.6K
|
38.4K
$2.06M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
601New |
$31.5K - $33.9K
|
601
$32.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
BUY
|
- |
596+ 0.22% |
$31.2K - $33.6K
|
273K
$14.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
576+ 7.9% |
$30.1K - $32.5K
|
7.86K
$422K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
571+ 0.24% |
$29.9K - $32.2K
|
238K
$12.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
565+ 2.53% |
$29.6K - $31.9K
|
22.9K
$1.23M
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
565+ 65.39% |
$29.6K - $31.9K
|
1.43K
$76.8K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
559+ 291.15% |
$29.3K - $31.5K
|
751
$40.3K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
529+ 7.28% |
$27.7K - $29.8K
|
7.79K
$419K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
521+ 0.49% |
$27.3K - $29.4K
|
108K
$5.78M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
520+ 1.06% |
$27.2K - $29.3K
|
49.4K
$2.65M
|
|
|
Aug 07, 2024
Q2 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
516+ 5.65% |
$27K - $29.1K
|
9.65K
$518K
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
500+ 3125.0% |
$26.2K - $28.2K
|
516
$27.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
495+ 2.94% |
$25.9K - $27.9K
|
17.3K
$931K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
472+ 5.26% |
$24.7K - $26.6K
|
9.45K
$507K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
464+ 15.87% |
$24.3K - $26.2K
|
3.39K
$182K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
450+ 6.25% |
$23.6K - $25.4K
|
7.65K
$411K
|
|
|
Aug 02, 2024
Q2 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
434+ 0.09% |
$22.7K - $24.5K
|
472K
$25.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
430New |
$22.5K - $24.3K
|
430
$23.1K
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
420+ 10.38% |
$22K - $23.7K
|
4.47K
$240K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
416+ 2.29% |
$21.8K - $23.5K
|
18.6K
$997K
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
BUY
|
- |
414+ 126.99% |
$21.7K - $23.4K
|
740
$39.7K
|
|
|
Jul 22, 2024
Q2 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
402+ 2.93% |
$21K - $22.7K
|
14.1K
$757K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
380+ 40.64% |
$19.9K - $21.4K
|
1.32K
$70.6K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
363+ 2.69% |
$19K - $20.5K
|
13.9K
$745K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
352New |
$18.4K - $19.9K
|
352
$18.9K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
347+ 46.7% |
$18.2K - $19.6K
|
1.09K
$58.5K
|
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
346+ 1.52% |
$18.1K - $19.5K
|
23K
$1.24M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
324+ 0.5% |
$17K - $18.3K
|
64.5K
$3.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
320+ 0.8% |
$16.7K - $18.1K
|
40.1K
$2.16M
|
|
|
Jul 12, 2024
Q2 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
310+ 2.76% |
$16.2K - $17.5K
|
11.5K
$619K
|
|
|
Aug 14, 2024
Q2 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
308+ 2.91% |
$16.1K - $17.4K
|
10.9K
$586K
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
306+ 4.9% |
$16K - $17.3K
|
6.56K
$352K
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
302+ 3.22% |
$15.8K - $17K
|
9.7K
$521K
|
|
|
Aug 01, 2024
Q2 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
299+ 6.53% |
$15.6K - $16.9K
|
4.88K
$262K
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
292+ 10.77% |
$15.3K - $16.5K
|
3K
$161K
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
280+ 23.97% |
$14.7K - $15.8K
|
1.45K
$77.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
279+ 90.58% |
$14.6K - $15.7K
|
587
$31.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
271New |
$14.2K - $15.3K
|
271
$14.6K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
266+ 0.63% |
$13.9K - $15K
|
42.7K
$2.29M
|
|
|
Aug 12, 2024
Q2 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
264+ 4.59% |
$13.8K - $14.9K
|
6.01K
$323K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
262+ 2.94% |
$13.7K - $14.8K
|
9.18K
$493K
|