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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
67.2K+ 502.89% |
$3.48M - $3.9M
|
80.6K
$4.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
66.7K+ 5.25% |
$3.45M - $3.87M
|
1.34M
$71.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
65.9K+ 166.42% |
$3.41M - $3.82M
|
105K
$5.67M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
65.5K+ 148.36% |
$3.39M - $3.79M
|
110K
$5.89M
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
64.6KNew |
$3.34M - $3.74M
|
64.6K
$3.47M
|
|
|
Nov 22, 2024
Q3 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
63.8K+ 287.7% |
$3.3M - $3.7M
|
86K
$4.62M
|
|
|
Nov 13, 2024
Q3 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
63.3K+ 134.53% |
$3.28M - $3.67M
|
110K
$5.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
63.2K+ 127.04% |
$3.27M - $3.66M
|
113K
$6.07M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
63.1KNew |
$3.27M - $3.66M
|
63.1K
$3.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
60.7K+ 70.67% |
$3.14M - $3.52M
|
147K
$7.87M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
57.3K+ 140.92% |
$2.96M - $3.32M
|
98K
$5.26M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
56.7K+ 144.88% |
$2.93M - $3.28M
|
95.8K
$5.15M
|
|
|
Oct 21, 2024
Q3 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
56.5K+ 16046.88% |
$2.92M - $3.27M
|
56.8K
$3.05M
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
55.4K+ 45.88% |
$2.86M - $3.21M
|
176K
$9.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
54.4K+ 30.78% |
$2.82M - $3.15M
|
231K
$12.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
54.1K+ 119.1% |
$2.8M - $3.14M
|
99.6K
$5.35M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
53.8K+ 69.99% |
$2.78M - $3.12M
|
131K
$7.01M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
52.2K+ 133.72% |
$2.7M - $3.03M
|
91.3K
$4.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
51.7K+ 140.74% |
$2.67M - $3M
|
88.4K
$4.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
50.8K+ 32.73% |
$2.63M - $2.94M
|
206K
$11.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
50.1K+ 3.25% |
$2.59M - $2.91M
|
1.59M
$85.6M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
48.3K+ 1273.06% |
$2.5M - $2.8M
|
52.1K
$2.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
48.3K+ 22.34% |
$2.5M - $2.8M
|
264K
$14.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
48.1K+ 26.83% |
$2.49M - $2.79M
|
227K
$12.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
47.4K+ 126.39% |
$2.45M - $2.75M
|
85K
$4.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
47.4K+ 103.62% |
$2.45M - $2.75M
|
93.1K
$5M
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
45.9K+ 113.05% |
$2.38M - $2.66M
|
86.6K
$4.65M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
45.7K+ 114.19% |
$2.36M - $2.65M
|
85.6K
$4.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
45.7K+ 55.62% |
$2.36M - $2.65M
|
128K
$6.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
BUY
|
- |
43.2K+ 44.26% |
$2.24M - $2.51M
|
141K
$7.57M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
41.6K+ 121.96% |
$2.15M - $2.41M
|
75.8K
$4.07M
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
41.6K+ 83.43% |
$2.15M - $2.41M
|
91.4K
$4.91M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
41.2K+ 41.14% |
$2.13M - $2.39M
|
141K
$7.58M
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
40.7K+ 176.87% |
$2.1M - $2.36M
|
63.7K
$3.42M
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
39.8K+ 172.55% |
$2.06M - $2.31M
|
62.9K
$3.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
39.5K+ 73.09% |
$2.04M - $2.29M
|
93.4K
$5.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
38.8K+ 1.77% |
$2.01M - $2.25M
|
2.24M
$120M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
36.9K+ 5.67% |
$1.91M - $2.14M
|
688K
$36.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
36.8K+ 113.27% |
$1.9M - $2.13M
|
69.3K
$3.72M
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
36.8K+ 85.73% |
$1.9M - $2.13M
|
79.6K
$4.28M
|
|
|
Nov 04, 2024
Q3 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
36.6KNew |
$1.89M - $2.12M
|
36.6K
$1.97M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
36.3K+ 150.0% |
$1.88M - $2.1M
|
60.5K
$3.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
35.9K+ 68.48% |
$1.86M - $2.08M
|
88.4K
$4.75M
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
35.4K+ 6.77% |
$1.83M - $2.05M
|
558K
$30M
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
35K+ 186.9% |
$1.81M - $2.03M
|
53.7K
$2.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
34.8KNew |
$1.8M - $2.01M
|
34.8K
$1.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
34.1K+ 120.68% |
$1.76M - $1.98M
|
62.4K
$3.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
34K+ 84.02% |
$1.76M - $1.97M
|
74.4K
$4M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
33.8K+ 2.8% |
$1.75M - $1.96M
|
1.24M
$66.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
33.2K+ 117.15% |
$1.72M - $1.92M
|
61.5K
$3.3M
|