Purchases and Sales Made in Q3 2024 in Msci Eafe Value ETF (EFV)
This table provides information about the institutional ownership of Msci Eafe Value ETF (EFV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-2.01K- 13.76% |
$104K - $116K
|
12.6K
$676K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-2.03K- 8.5% |
$105K - $117K
|
21.8K
$1.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-2.1K- 10.27% |
$108K - $121K
|
18.3K
$983K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-2.15K- 1.61% |
$111K - $124K
|
131K
$7.04M
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-2.19K- 2.01% |
$113K - $127K
|
107K
$5.74M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.31K- 28.23% |
$119K - $134K
|
5.87K
$315K
|
|
|
Oct 16, 2024
Q3 2024
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-2.36K- 2.63% |
$122K - $137K
|
87.1K
$4.68M
|
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-2.42K- 12.96% |
$125K - $140K
|
16.2K
$872K
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-2.44K- 1.81% |
$126K - $141K
|
132K
$7.11M
|
|
|
Nov 13, 2024
Q3 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-2.47K- 18.6% |
$128K - $143K
|
10.8K
$580K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.47K- 13.31% |
$128K - $143K
|
16.1K
$864K
|
|
|
Nov 13, 2024
Q3 2024
|
Campion Asset Management
|
SELL
|
- |
-2.49K- 10.21% |
$129K - $144K
|
21.9K
$1.17M
|
|
|
Nov 07, 2024
Q3 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-2.51K- 33.49% |
$130K - $145K
|
4.98K
$268K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-2.64K- 1.57% |
$136K - $153K
|
166K
$8.89M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-2.78K- 0.24% |
$144K - $161K
|
1.18M
$63.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-2.8K- 3.11% |
$145K - $162K
|
87.1K
$4.68M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.9K- 20.93% |
$150K - $168K
|
11K
$589K
|
|
|
Oct 29, 2024
Q3 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-2.94K- 4.41% |
$152K - $170K
|
63.7K
$3.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.99K- 2.47% |
$154K - $173K
|
118K
$6.34M
|
|
|
Oct 25, 2024
Q3 2024
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-3K- 33.36% |
$155K - $174K
|
5.99K
$322K
|
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-3.03K- 26.09% |
$157K - $176K
|
8.58K
$461K
|
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-3.3K- 3.12% |
$171K - $191K
|
102K
$5.49M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-3.34K- 6.62% |
$173K - $194K
|
47.1K
$2.53M
|
|
|
Oct 07, 2024
Q3 2024
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-3.43K- 2.86% |
$177K - $199K
|
117K
$6.26M
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-3.48K- 15.01% |
$180K - $202K
|
19.7K
$1.06M
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-3.57K- 2.49% |
$185K - $207K
|
140K
$7.52M
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-3.66K- 12.31% |
$190K - $212K
|
26.1K
$1.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-3.68K- 3.95% |
$190K - $213K
|
89.5K
$4.81M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-3.94K- 26.5% |
$204K - $228K
|
10.9K
$586K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.96K- 14.94% |
$205K - $230K
|
22.5K
$1.21M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.03K- 2.3% |
$208K - $233K
|
171K
$9.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-4.12K- 2.89% |
$213K - $239K
|
138K
$7.42M
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-4.18K- 28.57% |
$216K - $242K
|
10.4K
$561K
|
|
|
Oct 10, 2024
Q3 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-4.52K- 39.19% |
$234K - $262K
|
7.01K
$377K
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-4.58K- 5.62% |
$237K - $266K
|
77K
$4.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
SELL
|
- |
-4.68K- 5.86% |
$242K - $271K
|
75.2K
$4.04M
|
|
|
Nov 08, 2024
Q3 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-4.99K- 7.11% |
$258K - $289K
|
65.3K
$3.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-5.41K- 10.84% |
$280K - $314K
|
44.5K
$2.39M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-5.86K- 48.09% |
$303K - $340K
|
6.33K
$340K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-5.99K- 0.99% |
$310K - $347K
|
600K
$32.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-6.12K- 2.21% |
$317K - $355K
|
271K
$14.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-6.18K- 5.24% |
$320K - $358K
|
112K
$6M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-6.26K- 1.91% |
$324K - $363K
|
321K
$17.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-6.63K- 17.13% |
$343K - $384K
|
32.1K
$1.72M
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-6.73K- 13.11% |
$348K - $390K
|
44.6K
$2.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-6.78K- 0.43% |
$351K - $393K
|
1.58M
$85.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-7.02K- 0.63% |
$363K - $407K
|
1.11M
$59.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-7.11K- 39.81% |
$368K - $412K
|
10.8K
$578K
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-7.55K- 2.86% |
$390K - $437K
|
256K
$13.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-7.79K- 7.15% |
$403K - $451K
|
101K
$5.43M
|