Purchases and Sales Made in Q4 2024 in Msci Eafe Value ETF (EFV)
This table provides information about the institutional ownership of Msci Eafe Value ETF (EFV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
466K+ 8.15% |
$24.1M - $26.6M
|
6.18M
$339M
|
|
|
Jan 31, 2025
Q4 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
365K+ 565.33% |
$18.9M - $20.9M
|
430K
$23.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
253KNew |
$13.1M - $14.5M
|
253K
$13.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
239K+ 154.07% |
$12.4M - $13.7M
|
395K
$21.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
220K+ 7.5% |
$11.4M - $12.6M
|
3.16M
$174M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
193K+ 12.28% |
$9.99M - $11M
|
1.76M
$96.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
177K+ 145.46% |
$9.19M - $10.1M
|
300K
$16.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
166K+ 11.97% |
$8.61M - $9.5M
|
1.55M
$85.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
149K+ 64.31% |
$7.7M - $8.5M
|
380K
$20.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
141KNew |
$7.31M - $8.07M
|
141K
$7.76M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
111KNew |
$5.77M - $6.37M
|
111K
$6.12M
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
102KNew |
$5.28M - $5.83M
|
102K
$5.6M
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
94.8KNew |
$4.91M - $5.42M
|
94.8K
$5.21M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
91.7KNew |
$4.75M - $5.24M
|
91.7K
$5.04M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
87.3K+ 11.91% |
$4.52M - $4.99M
|
820K
$45.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
69.1K+ 66.35% |
$3.58M - $3.95M
|
173K
$9.52M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
69K+ 4.35% |
$3.57M - $3.94M
|
1.65M
$90.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
66.5KNew |
$3.44M - $3.8M
|
66.5K
$3.65M
|
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
59.9KNew |
$3.1M - $3.43M
|
59.9K
$3.29M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
52.5K+ 629.02% |
$2.72M - $3M
|
60.8K
$3.34M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
52K+ 8.05% |
$2.7M - $2.97M
|
699K
$38.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
50.7KNew |
$2.63M - $2.9M
|
50.7K
$2.79M
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
47.4KNew |
$2.45M - $2.71M
|
47.4K
$2.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
46.9K+ 2.25% |
$2.43M - $2.68M
|
2.14M
$117M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
44.1KNew |
$2.28M - $2.52M
|
44.1K
$2.42M
|
|
|
Jan 22, 2025
Q4 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
43.5K+ 154.47% |
$2.25M - $2.49M
|
71.7K
$3.94M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
40.7K+ 23.14% |
$2.11M - $2.33M
|
217K
$11.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
36.7K+ 15.71% |
$1.9M - $2.1M
|
271K
$14.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
36KNew |
$1.87M - $2.06M
|
36K
$1.98M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
35.7KNew |
$1.85M - $2.04M
|
35.7K
$1.96M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
33.5K+ 3.95% |
$1.73M - $1.91M
|
882K
$48.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
33.2K+ 1398.36% |
$1.72M - $1.9M
|
35.6K
$1.96M
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
33K+ 9.61% |
$1.71M - $1.89M
|
377K
$20.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
32.7K+ 4.13% |
$1.69M - $1.87M
|
825K
$45.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
31.5K+ 156.48% |
$1.63M - $1.8M
|
51.6K
$2.83M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
30.6K+ 16.5% |
$1.58M - $1.75M
|
216K
$11.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
29.4KNew |
$1.52M - $1.68M
|
29.4K
$1.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
28.3K+ 32.71% |
$1.47M - $1.62M
|
115K
$6.31M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
27.5K+ 8.18% |
$1.42M - $1.57M
|
363K
$20M
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
26.6K+ 90.45% |
$1.38M - $1.52M
|
56.1K
$3.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
26.6K+ 10.2% |
$1.38M - $1.52M
|
287K
$15.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
26.5K+ 27.45% |
$1.37M - $1.51M
|
123K
$6.76M
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
25.5K+ 7.21% |
$1.32M - $1.46M
|
378K
$20.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
25K+ 18.93% |
$1.29M - $1.43M
|
157K
$8.63M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
24.8K+ 150.86% |
$1.28M - $1.42M
|
41.2K
$2.26M
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
24.4K+ 61.41% |
$1.26M - $1.4M
|
64.2K
$3.53M
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
22.4KNew |
$1.16M - $1.28M
|
22.4K
$1.23M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
21.1KNew |
$1.09M - $1.21M
|
21.1K
$1.16M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
21K+ 192.38% |
$1.09M - $1.2M
|
31.9K
$1.75M
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
20.8K+ 452.04% |
$1.08M - $1.19M
|
25.4K
$1.39M
|