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 05, 2024
Q2 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
257+ 2.17% |
$13.5K - $14.5K
|
12.1K
$649K
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
252+ 11.35% |
$13.2K - $14.2K
|
2.47K
$133K
|
|
Jul 29, 2024
Q2 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
240+ 3.79% |
$12.6K - $13.5K
|
6.58K
$353K
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
232+ 4.22% |
$12.1K - $13.1K
|
5.73K
$308K
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
231+ 0.54% |
$12.1K - $13K
|
43K
$2.31M
|
|
Jul 16, 2024
Q2 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
223+ 0.84% |
$11.7K - $12.6K
|
26.7K
$1.43M
|
|
Jul 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
219+ 2.94% |
$11.5K - $12.4K
|
7.66K
$411K
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
215+ 53.09% |
$11.3K - $12.1K
|
620
$33.3K
|
|
Jul 16, 2024
Q2 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
205+ 0.33% |
$10.7K - $11.6K
|
63.1K
$3.39M
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
201+ 36.15% |
$10.5K - $11.3K
|
757
$40.7K
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
198New |
$10.4K - $11.2K
|
198
$10.6K
|
|
Jul 25, 2024
Q2 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
185+ 4.07% |
$9.68K - $10.4K
|
4.73K
$254K
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
184+ 0.09% |
$9.63K - $10.4K
|
208K
$11.2M
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
183New |
$9.58K - $10.3K
|
183
$9.83K
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
180New |
$9.42K - $10.2K
|
180
$9.67K
|
|
Jul 24, 2024
Q2 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
178New |
$9.32K - $10K
|
178
$9.56K
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
173+ 1.76% |
$9.05K - $9.76K
|
10K
$537K
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
168New |
$8.79K - $9.48K
|
168
$9.02K
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
167+ 102.45% |
$8.74K - $9.42K
|
330
$17.7K
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
BUY
|
- |
158+ 2.92% |
$8.27K - $8.91K
|
5.57K
$299K
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
142+ 2.39% |
$7.43K - $8.01K
|
6.08K
$327K
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
137+ 72.49% |
$7.17K - $7.73K
|
326
$17.5K
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
129New |
$6.75K - $7.28K
|
129
$6.93K
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
125New |
$6.54K - $7.05K
|
125
$6.71K
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
123+ 2.9% |
$6.44K - $6.94K
|
4.36K
$234K
|
|
Jul 11, 2024
Q2 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
118+ 1.14% |
$6.18K - $6.66K
|
10.5K
$563K
|
|
Jul 17, 2024
Q2 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
115+ 0.45% |
$6.02K - $6.49K
|
25.4K
$1.37M
|
|
Jul 17, 2024
Q2 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
107+ 0.62% |
$5.6K - $6.04K
|
17.4K
$934K
|
|
Jul 19, 2024
Q2 2024
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
101+ 1.63% |
$5.29K - $5.7K
|
6.29K
$338K
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
94+ 1.72% |
$4.92K - $5.3K
|
5.57K
$299K
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
92+ 10.81% |
$4.82K - $5.19K
|
943
$50.6K
|
|
Aug 14, 2024
Q2 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
89+ 0.16% |
$4.66K - $5.02K
|
54.7K
$2.94M
|
|
Aug 13, 2024
Q2 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
87+ 0.64% |
$4.55K - $4.91K
|
13.6K
$730K
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
BUY
|
- |
87+ 2.04% |
$4.55K - $4.91K
|
4.35K
$234K
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
79+ 0.3% |
$4.13K - $4.46K
|
26.1K
$1.4M
|
|
Aug 01, 2024
Q2 2024
|
Claris Advisors, LLC
|
BUY
|
- |
76+ 0.92% |
$3.98K - $4.29K
|
8.35K
$448K
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
75+ 1.5% |
$3.93K - $4.23K
|
5.07K
$272K
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
72+ 0.98% |
$3.77K - $4.06K
|
7.44K
$400K
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
61New |
$3.19K - $3.44K
|
61
$3.28K
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
60+ 1.17% |
$3.14K - $3.38K
|
5.19K
$278K
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
60+ 1.08% |
$3.14K - $3.38K
|
5.64K
$303K
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
60+ 0.75% |
$3.14K - $3.38K
|
8.02K
$431K
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
59+ 0.04% |
$3.09K - $3.33K
|
154K
$8.28M
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
59+ 12.61% |
$3.09K - $3.33K
|
527
$28.3K
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
59New |
$3.09K - $3.33K
|
59
$3.17K
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
56+ 100.0% |
$2.93K - $3.16K
|
112
$6.02K
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
56New |
$2.93K - $3.16K
|
56
$3.01K
|
|
Jul 10, 2024
Q2 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
55New |
$2.88K - $3.1K
|
55
$2.95K
|
|
Aug 02, 2024
Q2 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
53+ 1.25% |
$2.77K - $2.99K
|
4.28K
$230K
|
|
Aug 05, 2024
Q2 2024
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
52+ 57.78% |
$2.72K - $2.93K
|
142
$7.63K
|