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
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
4.22K+ 274.72% |
$218K - $244K
|
5.75K
$309K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4.17KNew |
$216K - $242K
|
4.17K
$224K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
4.16K+ 15.57% |
$215K - $241K
|
30.9K
$1.66M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
4.07K+ 40.7% |
$211K - $236K
|
14.1K
$756K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
4.03K+ 99.7% |
$209K - $234K
|
8.08K
$434K
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
4.01KNew |
$208K - $233K
|
4.01K
$216K
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
3.97KNew |
$205K - $230K
|
3.97K
$213K
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
3.96K+ 90.26% |
$205K - $229K
|
8.34K
$448K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.96K+ 6.13% |
$205K - $229K
|
68.5K
$3.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
3.95K+ 26.32% |
$204K - $229K
|
19K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
3.92KNew |
$203K - $227K
|
3.92K
$211K
|
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
3.92K+ 19.58% |
$203K - $227K
|
23.9K
$1.29M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
3.92K+ 78.5% |
$203K - $227K
|
8.91K
$479K
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
3.92K+ 37.37% |
$203K - $227K
|
14.4K
$773K
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3.85K+ 35.3% |
$199K - $223K
|
14.8K
$793K
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
3.76KNew |
$195K - $218K
|
3.76K
$202K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
3.73K+ 7.81% |
$193K - $216K
|
51.5K
$2.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.7KNew |
$191K - $215K
|
3.7K
$199K
|
|
|
Nov 13, 2024
Q3 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
3.68KNew |
$190K - $213K
|
3.68K
$198K
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
3.67K+ 14.6% |
$190K - $213K
|
28.8K
$1.55M
|
|
|
Nov 07, 2024
Q3 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
3.67KNew |
$190K - $213K
|
3.67K
$197K
|
|
|
Nov 05, 2024
Q3 2024
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
3.64KNew |
$188K - $211K
|
3.64K
$195K
|
|
|
Oct 18, 2024
Q3 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
3.55KNew |
$184K - $206K
|
3.55K
$191K
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
3.54K+ 97.5% |
$183K - $205K
|
7.18K
$385K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
3.53KNew |
$182K - $204K
|
3.53K
$189K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
3.52KNew |
$182K - $204K
|
3.52K
$189K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3.52KNew |
$182K - $204K
|
3.52K
$189K
|
|
|
Oct 30, 2024
Q3 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
3.52K+ 1.59% |
$182K - $204K
|
225K
$12.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
3.51K+ 2.96% |
$181K - $203K
|
122K
$6.55M
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
3.5KNew |
$181K - $203K
|
3.5K
$188K
|
|
|
Nov 14, 2024
Q3 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
3.5KNew |
$181K - $203K
|
3.5K
$188K
|
|
|
Nov 14, 2024
Q3 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
3.49KNew |
$181K - $202K
|
3.49K
$187K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.44K+ 77.01% |
$178K - $200K
|
7.91K
$425K
|
|
|
Oct 02, 2024
Q3 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
3.41K+ 3.58% |
$176K - $198K
|
98.7K
$5.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.39K+ 14.31% |
$175K - $197K
|
27.1K
$1.46M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
3.33KNew |
$172K - $193K
|
3.33K
$179K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.31K+ 5.15% |
$171K - $192K
|
67.7K
$3.64M
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
3.16K+ 32.77% |
$164K - $183K
|
12.8K
$688K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
3.09K+ 60.68% |
$160K - $179K
|
8.17K
$439K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
3.08K+ 102.7% |
$159K - $179K
|
6.08K
$327K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.07K+ 16.42% |
$159K - $178K
|
21.8K
$1.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
3.04K+ 70.72% |
$157K - $176K
|
7.35K
$395K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
3KNew |
$155K - $174K
|
3K
$161K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.78K+ 18.7% |
$144K - $161K
|
17.6K
$948K
|
|
|
Nov 15, 2024
Q3 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
2.74KNew |
$142K - $159K
|
2.74K
$147K
|
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
2.73K+ 5.07% |
$141K - $158K
|
56.7K
$3.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
2.72K+ 49.34% |
$141K - $158K
|
8.24K
$442K
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
2.65K+ 25.52% |
$137K - $153K
|
13K
$699K
|
|
|
Nov 07, 2024
Q3 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
2.6K+ 3.5% |
$135K - $151K
|
77K
$4.14M
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
2.56K+ 12.33% |
$132K - $148K
|
23.3K
$1.25M
|