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 22, 2024
Q2 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-604- 7.44% |
$31.6K - $34.1K
|
7.51K
$403K
|
|
|
Aug 02, 2024
Q2 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-609- 9.13% |
$31.9K - $34.4K
|
6.06K
$325K
|
|
|
Aug 02, 2024
Q2 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-615- 2.5% |
$32.2K - $34.7K
|
24K
$1.29M
|
|
|
Jul 15, 2024
Q2 2024
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-618- 0.69% |
$32.3K - $34.9K
|
89.5K
$4.81M
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-625- 14.13% |
$32.7K - $35.3K
|
3.8K
$204K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-628- 12.32% |
$32.9K - $35.4K
|
4.47K
$240K
|
|
|
Jul 24, 2024
Q2 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-633- 4.31% |
$33.1K - $35.7K
|
14.1K
$755K
|
|
|
Aug 08, 2024
Q2 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-638- 8.65% |
$33.4K - $36K
|
6.74K
$362K
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-660- 0.56% |
$34.5K - $37.2K
|
118K
$6.33M
|
|
|
Jul 12, 2024
Q2 2024
|
Pointe Capital Management LLC
|
SELL
|
- |
-663- 14.33% |
$34.7K - $37.4K
|
3.96K
$213K
|
|
|
Aug 08, 2024
Q2 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-676- 1.6% |
$35.4K - $38.1K
|
41.7K
$2.24M
|
|
|
Aug 05, 2024
Q2 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-713- 1.54% |
$37.3K - $40.2K
|
45.5K
$2.44M
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-738- 11.72% |
$38.6K - $41.6K
|
5.56K
$299K
|
|
|
Aug 13, 2024
Q2 2024
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-757- 4.91% |
$39.6K - $42.7K
|
14.7K
$788K
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-767- 19.47% |
$40.1K - $43.3K
|
3.17K
$170K
|
|
|
Jul 26, 2024
Q2 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-768- 3.89% |
$40.2K - $43.3K
|
19K
$1.02M
|
|
|
Jul 19, 2024
Q2 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-772- 0.35% |
$40.4K - $43.5K
|
221K
$11.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-820- 49.01% |
$42.9K - $46.3K
|
853
$45.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-842- 15.62% |
$44.1K - $47.5K
|
4.55K
$244K
|
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
SELL
|
- |
-843- 11.8% |
$44.1K - $47.6K
|
6.3K
$338K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-876- 3.72% |
$45.8K - $49.4K
|
22.7K
$1.22M
|
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-878- 15.49% |
$46K - $49.5K
|
4.79K
$257K
|
|
|
Jul 23, 2024
Q2 2024
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-887- 2.64% |
$46.4K - $50K
|
32.7K
$1.75M
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-903- 0.99% |
$47.3K - $50.9K
|
89.9K
$4.83M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-907- 18.46% |
$47.5K - $51.2K
|
4.01K
$215K
|
|
|
Aug 14, 2024
Q2 2024
|
Campion Asset Management
|
SELL
|
- |
-922- 3.65% |
$48.3K - $52K
|
24.3K
$1.31M
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
SELL
|
- |
-938- 3.72% |
$49.1K - $52.9K
|
24.3K
$1.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-948- 14.23% |
$49.6K - $53.5K
|
5.72K
$307K
|
|
|
Aug 06, 2024
Q2 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-968- 12.24% |
$50.7K - $54.6K
|
6.94K
$373K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-994- 3.19% |
$52K - $56.1K
|
30.2K
$1.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1K- 57.14% |
$52.3K - $56.4K
|
750
$40.3K
|
|
|
Jul 17, 2024
Q2 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-1.04K- 2.14% |
$54.2K - $58.4K
|
47.2K
$2.54M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.04K- 12.3% |
$54.4K - $58.7K
|
7.42K
$398K
|
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-1.05K- 1.08% |
$55.1K - $59.3K
|
96.1K
$5.16M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1.07K- 6.72% |
$56K - $60.4K
|
14.9K
$798K
|
|
|
Jul 16, 2024
Q2 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-1.07K- 3.81% |
$56.2K - $60.6K
|
27.1K
$1.45M
|
|
|
Jul 25, 2024
Q2 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-1.08K- 1.27% |
$56.6K - $61K
|
84K
$4.51M
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.09K- 14.0% |
$56.9K - $61.4K
|
6.68K
$359K
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
SELL
|
- |
-1.09K- 4.99% |
$57K - $61.4K
|
20.7K
$1.11M
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.1K- 17.13% |
$57.7K - $62.2K
|
5.33K
$286K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.11K- 12.01% |
$58.3K - $62.8K
|
8.16K
$438K
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
SELL
|
- |
-1.12K- 16.79% |
$58.8K - $63.4K
|
5.57K
$299K
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.13K- 8.41% |
$59K - $63.6K
|
12.3K
$660K
|
|
|
Jul 10, 2024
Q2 2024
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-1.13K- 0.89% |
$59.1K - $63.7K
|
126K
$6.75M
|
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.15K- 32.08% |
$60.4K - $65.1K
|
2.44K
$131K
|
|
|
Aug 02, 2024
Q2 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-1.16K- 5.6% |
$60.6K - $65.3K
|
19.5K
$1.05M
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.18K- 22.7% |
$62K - $66.8K
|
4.03K
$217K
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.2K- 7.46% |
$62.7K - $67.5K
|
14.9K
$798K
|
|
|
Aug 13, 2024
Q2 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-1.22K- 8.39% |
$63.6K - $68.6K
|
13.3K
$713K
|
|
|
Jul 30, 2024
Q2 2024
|
Foster Group, Inc.
|
SELL
|
- |
-1.22K- 9.52% |
$63.7K - $68.7K
|
11.6K
$621K
|