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 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
167K+ 89.27% |
$8.61M - $9.65M
|
353K
$19M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
166K+ 148.54% |
$8.6M - $9.64M
|
278K
$14.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
164KNew |
$8.47M - $9.49M
|
164K
$8.8M
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
155K+ 122.27% |
$8.04M - $9.01M
|
283K
$15.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
155K+ 101.76% |
$8.03M - $9M
|
308K
$16.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Keystone Financial Services
|
BUY
|
- |
154K+ 140.79% |
$7.99M - $8.95M
|
264K
$14.2M
|
|
|
Oct 23, 2024
Q3 2024
|
West Wealth Group, LLC
|
BUY
|
- |
154K+ 80.81% |
$7.94M - $8.9M
|
344K
$18.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
153K+ 113.11% |
$7.91M - $8.86M
|
288K
$15.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
149K+ 5.65% |
$7.69M - $8.62M
|
2.78M
$149M
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
145K+ 88.47% |
$7.52M - $8.42M
|
310K
$16.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
142K+ 26.4% |
$7.35M - $8.23M
|
680K
$36.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
136KNew |
$7.06M - $7.91M
|
136K
$7.33M
|
|
|
Oct 17, 2024
Q3 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
136K+ 174.39% |
$7.04M - $7.89M
|
214K
$11.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
134K+ 163.75% |
$6.92M - $7.76M
|
216K
$11.6M
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
132K+ 77.77% |
$6.85M - $7.68M
|
303K
$16.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
126K+ 61.35% |
$6.52M - $7.31M
|
332K
$17.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
125K+ 99.07% |
$6.46M - $7.24M
|
251K
$13.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
122K+ 109.23% |
$6.31M - $7.08M
|
234K
$12.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
119K+ 157.19% |
$6.17M - $6.91M
|
195K
$10.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
118K+ 54.17% |
$6.1M - $6.84M
|
336K
$18M
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
114KNew |
$5.88M - $6.59M
|
114K
$6.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
112K+ 200.98% |
$5.79M - $6.49M
|
168K
$9M
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
110K+ 160.43% |
$5.68M - $6.36M
|
178K
$9.57M
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
108K+ 142.21% |
$5.59M - $6.26M
|
184K
$9.88M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
106K+ 125.76% |
$5.47M - $6.13M
|
190K
$10.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
98.9K+ 567.21% |
$5.12M - $5.73M
|
116K
$6.25M
|
|
|
Nov 06, 2024
Q3 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
96.5K+ 93.02% |
$4.99M - $5.59M
|
200K
$10.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
96.4K+ 157.55% |
$4.99M - $5.59M
|
158K
$8.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
93.9K+ 14.77% |
$4.86M - $5.44M
|
730K
$39.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
93.4K+ 78.11% |
$4.83M - $5.41M
|
213K
$11.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
92.9K+ 149.95% |
$4.81M - $5.39M
|
155K
$8.32M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
92.5K+ 102.95% |
$4.79M - $5.36M
|
182K
$9.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
91.9K+ 64.3% |
$4.75M - $5.33M
|
235K
$12.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
89.9K+ 137.69% |
$4.65M - $5.21M
|
155K
$8.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
89.4K+ 116.07% |
$4.62M - $5.18M
|
166K
$8.93M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
88KNew |
$4.55M - $5.1M
|
88K
$4.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
85.7K+ 16.26% |
$4.43M - $4.97M
|
613K
$32.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
84.7K+ 122.36% |
$4.38M - $4.91M
|
154K
$8.26M
|
|
|
Oct 18, 2024
Q3 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
80.2K+ 156.55% |
$4.15M - $4.65M
|
132K
$7.06M
|
|
|
Oct 29, 2024
Q3 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
79.7K+ 35.14% |
$4.12M - $4.62M
|
307K
$16.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
79.7K+ 141.28% |
$4.12M - $4.62M
|
136K
$7.31M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
79.6KNew |
$4.12M - $4.62M
|
79.6K
$4.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
78.1KNew |
$4.04M - $4.53M
|
78.1K
$4.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
77.9KNew |
$4.03M - $4.51M
|
77.9K
$4.18M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
77.5K+ 142.01% |
$4.01M - $4.49M
|
132K
$7.09M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
77.1KNew |
$3.99M - $4.47M
|
77.1K
$4.14M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
77.1K+ 42.05% |
$3.99M - $4.47M
|
260K
$14M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
74.7K+ 283.2% |
$3.86M - $4.33M
|
101K
$5.43M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
72.9K+ 49.07% |
$3.77M - $4.22M
|
221K
$11.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
69K+ 8.17% |
$3.57M - $4M
|
914K
$49.1M
|