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 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
2.55K+ 4.54% |
$132K - $148K
|
58.8K
$3.16M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
2.42K+ 16.82% |
$125K - $140K
|
16.8K
$903K
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
2.35K+ 6.59% |
$122K - $136K
|
38K
$2.04M
|
|
|
Oct 17, 2024
Q3 2024
|
Addison Capital CO
|
BUY
|
- |
2.3K+ 12.54% |
$119K - $133K
|
20.6K
$1.11M
|
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
2.29K+ 2.32% |
$119K - $133K
|
101K
$5.43M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.21K+ 29.81% |
$114K - $128K
|
9.63K
$517K
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
2.19K+ 0.34% |
$113K - $127K
|
656K
$35.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
2.17K+ 1.61% |
$112K - $126K
|
137K
$7.35M
|
|
|
Nov 07, 2024
Q3 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
2.14K+ 147.86% |
$111K - $124K
|
3.59K
$193K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
2.1K+ 11.59% |
$108K - $121K
|
20.2K
$1.08M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.89K+ 36.2% |
$97.6K - $109K
|
7.1K
$381K
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.82K+ 28.94% |
$93.9K - $105K
|
8.09K
$434K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.77K+ 1.91% |
$91.4K - $102K
|
94.2K
$5.06M
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.76K+ 72.08% |
$91.1K - $102K
|
4.2K
$226K
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
1.72K+ 0.63% |
$88.8K - $99.5K
|
275K
$14.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
1.7K+ 12.53% |
$88.1K - $98.7K
|
15.3K
$821K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.7K+ 0.14% |
$87.7K - $98.3K
|
1.21M
$65M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
1.7KNew |
$87.7K - $98.2K
|
1.7K
$91K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.66K+ 13.31% |
$85.9K - $96.3K
|
14.1K
$759K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.64K+ 5.02% |
$84.8K - $95K
|
34.3K
$1.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.57K+ 1.73% |
$81.3K - $91.1K
|
92.3K
$4.96M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.56K+ 1.6% |
$80.7K - $90.4K
|
99.2K
$5.33M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.54K+ 5.22% |
$79.8K - $89.4K
|
31.1K
$1.67M
|
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
1.41K+ 0.87% |
$72.7K - $81.5K
|
163K
$8.78M
|
|
|
Nov 07, 2024
Q3 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
1.4K+ 7.36% |
$72.2K - $80.9K
|
20.4K
$1.09M
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
BUY
|
- |
1.35K+ 16.35% |
$69.7K - $78.1K
|
9.59K
$515K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1.33KNew |
$68.6K - $76.9K
|
1.33K
$71.3K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.31K+ 1.85% |
$67.8K - $76K
|
72.3K
$3.88M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.3K+ 18.74% |
$67.3K - $75.5K
|
8.25K
$443K
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
1.23K+ 14.78% |
$63.7K - $71.3K
|
9.56K
$513K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.2K+ 19.81% |
$62.3K - $69.8K
|
7.28K
$391K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.2K+ 1.12% |
$62.2K - $69.7K
|
109K
$5.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
1.19K+ 21.28% |
$61.3K - $68.7K
|
6.75K
$363K
|
|
|
Nov 06, 2024
Q3 2024
|
Connable Office Inc
|
BUY
|
- |
1.17K+ 0.6% |
$60.7K - $68K
|
197K
$10.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
1.17K+ 2.22% |
$60.5K - $67.8K
|
53.8K
$2.89M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.15KNew |
$59.4K - $66.5K
|
1.15K
$61.7K
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
BUY
|
- |
1.1K+ 6.24% |
$56.7K - $63.5K
|
18.7K
$1M
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
1.07K+ 6.33% |
$55.3K - $62K
|
18K
$965K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
1.05KNew |
$54.5K - $61.1K
|
1.05K
$56.6K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.04KNew |
$53.8K - $60.3K
|
1.04K
$55.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.03K+ 2.18% |
$53.3K - $59.7K
|
48.3K
$2.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
961+ 1.86% |
$49.7K - $55.7K
|
52.7K
$2.83M
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
910+ 4.53% |
$47.1K - $52.7K
|
21K
$1.13M
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
901New |
$46.6K - $52.2K
|
901
$48.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
898+ 18.29% |
$46.4K - $52K
|
5.81K
$312K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
876+ 127.51% |
$45.3K - $50.8K
|
1.56K
$83.9K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
856+ 0.57% |
$44.3K - $49.6K
|
151K
$8.13M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
835+ 3.62% |
$43.2K - $48.4K
|
23.9K
$1.28M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
828+ 2.17% |
$42.8K - $48K
|
39.1K
$2.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
825+ 1.05% |
$42.7K - $47.8K
|
79.7K
$4.28M
|