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 15, 2024
Q3 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
7.7K+ 24.72% |
$398K - $446K
|
38.9K
$2.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
7.65K+ 190.99% |
$396K - $444K
|
11.7K
$626K
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
7.62K+ 65.35% |
$394K - $442K
|
19.3K
$1.04M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
7.62K+ 87.66% |
$394K - $442K
|
16.3K
$876K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
7.54K+ 35.68% |
$390K - $437K
|
28.7K
$1.54M
|
|
|
Oct 21, 2024
Q3 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
7.53KNew |
$389K - $436K
|
7.53K
$404K
|
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
7.37KNew |
$381K - $427K
|
7.37K
$396K
|
|
|
Oct 24, 2024
Q3 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
7.36K+ 3.49% |
$381K - $427K
|
218K
$11.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
7.24K+ 5.19% |
$374K - $419K
|
147K
$7.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
7.06K+ 0.5% |
$365K - $409K
|
1.42M
$76M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
6.98K+ 1.29% |
$361K - $404K
|
548K
$29.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
6.88KNew |
$356K - $399K
|
6.88K
$370K
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
6.72K+ 11.68% |
$347K - $389K
|
64.2K
$3.45M
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
6.71K+ 14.37% |
$347K - $389K
|
53.4K
$2.87M
|
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
6.7KNew |
$347K - $389K
|
6.7K
$360K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
6.66K+ 125.54% |
$344K - $386K
|
12K
$642K
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
6.59K+ 37.92% |
$341K - $382K
|
24K
$1.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
6.56K+ 2.39% |
$339K - $380K
|
281K
$15.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
BUY
|
- |
6.53K+ 27.19% |
$338K - $378K
|
30.5K
$1.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.27KNew |
$324K - $363K
|
6.27K
$337K
|
|
|
Nov 14, 2024
Q3 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
6.18K+ 134.13% |
$320K - $358K
|
10.8K
$580K
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Life Advisors
|
BUY
|
- |
6.03K+ 2.85% |
$312K - $350K
|
218K
$11.7M
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
5.93K+ 131.46% |
$306K - $343K
|
10.4K
$560K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
5.67K+ 25.03% |
$293K - $329K
|
28.3K
$1.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
5.54K+ 22.83% |
$286K - $321K
|
29.8K
$1.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Keeler T Homas Management LLC
|
BUY
|
- |
5.52K+ 2.29% |
$285K - $320K
|
246K
$13.2M
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
5.47KNew |
$283K - $317K
|
5.47K
$294K
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
5.43K+ 118.56% |
$281K - $315K
|
10K
$538K
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
5.38KNew |
$278K - $312K
|
5.38K
$289K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5.38K+ 133.46% |
$278K - $312K
|
9.41K
$506K
|
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
5.38K+ 52.63% |
$278K - $312K
|
15.6K
$838K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.31K+ 122.3% |
$275K - $308K
|
9.66K
$519K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
5.26KNew |
$272K - $305K
|
5.26K
$283K
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
5.25KNew |
$271K - $304K
|
5.25K
$282K
|
|
|
Nov 12, 2024
Q3 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
5.2KNew |
$269K - $302K
|
5.2K
$279K
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
5.19KNew |
$268K - $301K
|
5.19K
$279K
|
|
|
Nov 19, 2024
Q3 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
4.96K+ 70.07% |
$257K - $288K
|
12K
$647K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.96K+ 19.12% |
$257K - $287K
|
30.9K
$1.66M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
4.91K+ 4.67% |
$254K - $285K
|
110K
$5.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
4.88K+ 2.15% |
$252K - $283K
|
231K
$12.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
4.82KNew |
$249K - $279K
|
4.82K
$259K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.82KNew |
$249K - $279K
|
4.82K
$259K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
4.78K+ 56.73% |
$247K - $277K
|
13.2K
$709K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
4.6KNew |
$238K - $266K
|
4.6K
$247K
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
4.58KNew |
$237K - $266K
|
4.58K
$246K
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
4.53KNew |
$234K - $263K
|
4.53K
$243K
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
4.41KNew |
$228K - $255K
|
4.41K
$237K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
4.36KNew |
$225K - $253K
|
4.36K
$234K
|
|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
4.31KNew |
$223K - $250K
|
4.31K
$232K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.3K+ 5.46% |
$223K - $249K
|
83.2K
$4.47M
|