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 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
787+ 4.98% |
$40.8K - $45K
|
16.6K
$959K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
753New |
$39K - $43K
|
753
$43.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
743+ 4.56% |
$38.5K - $42.5K
|
17.1K
$985K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
736+ 1.96% |
$38.1K - $42.1K
|
38.4K
$2.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
718+ 11.17% |
$37.2K - $41K
|
7.15K
$413K
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
710+ 1.54% |
$36.8K - $40.6K
|
46.8K
$2.71M
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
698+ 0.88% |
$36.1K - $39.9K
|
80.3K
$4.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
674+ 6.12% |
$34.9K - $38.5K
|
11.7K
$675K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
666New |
$34.5K - $38.1K
|
666
$38.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
663+ 1.26% |
$34.3K - $37.9K
|
53.4K
$3.08M
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
651+ 18.59% |
$33.7K - $37.2K
|
4.15K
$240K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
637+ 8.35% |
$33K - $36.4K
|
8.27K
$478K
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
632+ 14.61% |
$32.7K - $36.1K
|
4.96K
$286K
|
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
627+ 1.77% |
$32.5K - $35.8K
|
36K
$2.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
616+ 7.34% |
$31.9K - $35.2K
|
9.01K
$521K
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
601+ 4.04% |
$31.1K - $34.3K
|
15.5K
$894K
|
|
|
Feb 06, 2025
Q4 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
564+ 1.8% |
$29.2K - $32.2K
|
32K
$1.85M
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
562+ 15.66% |
$29.1K - $32.1K
|
4.15K
$240K
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
557+ 0.36% |
$28.8K - $31.8K
|
154K
$8.92M
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
538+ 1.24% |
$27.9K - $30.7K
|
44K
$2.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
528+ 10.95% |
$27.3K - $30.2K
|
5.35K
$309K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
521+ 11.78% |
$27K - $29.8K
|
4.94K
$285K
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
519+ 5.83% |
$26.9K - $29.7K
|
9.43K
$545K
|
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
484+ 3.3% |
$25.1K - $27.7K
|
15.2K
$876K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
470+ 8.28% |
$24.3K - $26.9K
|
6.14K
$355K
|
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
462+ 2.27% |
$23.9K - $26.4K
|
20.8K
$1.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
453+ 0.31% |
$23.5K - $25.9K
|
147K
$8.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
417+ 0.51% |
$21.6K - $23.8K
|
82.4K
$4.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
404+ 2.23% |
$20.9K - $23.1K
|
18.5K
$1.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
401+ 3.74% |
$20.8K - $22.9K
|
11.1K
$642K
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
400New |
$20.7K - $22.9K
|
400
$23.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
384+ 0.48% |
$19.9K - $21.9K
|
81K
$4.68M
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
380+ 0.98% |
$19.7K - $21.7K
|
39K
$2.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
378+ 1.99% |
$19.6K - $21.6K
|
19.4K
$1.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
377+ 0.73% |
$19.5K - $21.5K
|
51.8K
$2.99M
|
|
|
Jan 17, 2025
Q4 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
368+ 2.55% |
$19.1K - $21K
|
14.8K
$854K
|
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
352+ 7.3% |
$18.2K - $20.1K
|
5.17K
$299K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
349+ 0.46% |
$18.1K - $19.9K
|
75.5K
$4.36M
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
346New |
$17.9K - $19.8K
|
346
$20K
|
|
|
Feb 10, 2025
Q4 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
332+ 6.11% |
$17.2K - $19K
|
5.76K
$333K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
327New |
$16.9K - $18.7K
|
327
$18.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
321+ 2.97% |
$16.6K - $18.3K
|
11.1K
$643K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
314+ 1.44% |
$16.3K - $17.9K
|
22.2K
$1.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
314New |
$16.3K - $17.9K
|
314
$18.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
306+ 1.77% |
$15.8K - $17.5K
|
17.6K
$1.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
299New |
$15.5K - $17.1K
|
299
$17.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
289+ 0.45% |
$15K - $16.5K
|
64K
$3.7M
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
283New |
$14.7K - $16.2K
|
283
$16.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
283+ 3.29% |
$14.7K - $16.2K
|
8.88K
$513K
|
|
|
Feb 12, 2025
Q4 2024
|
Riverwater Partners LLC
|
BUY
|
- |
282+ 0.32% |
$14.6K - $16.1K
|
88.6K
$5.12M
|