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 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-599- 4.34% |
$31K - $34.2K
|
13.2K
$733K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-640- 6.57% |
$33.1K - $36.6K
|
9.11K
$506K
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-654- 0.77% |
$33.9K - $37.4K
|
84.6K
$4.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-664- 9.36% |
$34.4K - $37.9K
|
6.43K
$358K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-670- 0.84% |
$34.7K - $38.3K
|
79K
$4.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-671- 4.3% |
$34.7K - $38.3K
|
14.9K
$830K
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
SELL
|
- |
-679- 11.52% |
$35.2K - $38.8K
|
5.22K
$290K
|
|
|
Jan 16, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-690- 1.88% |
$35.7K - $39.4K
|
35.9K
$2M
|
|
|
Feb 07, 2025
Q4 2024
|
Claris Advisors, LLC
|
SELL
|
- |
-745- 8.93% |
$38.6K - $42.6K
|
7.6K
$423K
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-769- 2.94% |
$39.8K - $43.9K
|
25.4K
$1.41M
|
|
|
Feb 06, 2025
Q4 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-844- 0.42% |
$43.7K - $48.2K
|
199K
$11.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-866- 3.97% |
$44.8K - $49.5K
|
20.9K
$1.16M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-900- 16.44% |
$46.6K - $51.4K
|
4.57K
$254K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-910- 7.93% |
$47.1K - $52K
|
10.6K
$587K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.07K- 12.93% |
$55.2K - $61K
|
7.18K
$399K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.1K- 1.35% |
$57K - $62.9K
|
80.5K
$4.48M
|
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-1.1K- 4.21% |
$57.1K - $63K
|
25.1K
$1.39M
|
|
|
Feb 06, 2025
Q4 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-1.17K- 8.85% |
$60.8K - $67.1K
|
12.1K
$673K
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-1.25K- 0.49% |
$64.9K - $71.7K
|
255K
$14.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-1.33K- 4.64% |
$69.1K - $76.2K
|
27.4K
$1.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-1.45K- 22.02% |
$74.9K - $82.7K
|
5.13K
$285K
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-1.6K- 6.36% |
$83K - $91.6K
|
23.6K
$1.31M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-1.62K- 2.34% |
$84K - $92.8K
|
67.7K
$3.76M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-1.64K- 11.97% |
$85.1K - $94K
|
12.1K
$672K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.67K- 15.54% |
$86.6K - $95.6K
|
9.08K
$505K
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-1.68K- 11.65% |
$87K - $96K
|
12.7K
$709K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.71K- 0.94% |
$88.3K - $97.5K
|
181K
$10M
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-1.77K- 1.8% |
$91.8K - $101K
|
96.9K
$5.39M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.93K- 0.7% |
$99.8K - $110K
|
272K
$15.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-2K- 5.13% |
$104K - $114K
|
37K
$2.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-2.31K- 18.3% |
$119K - $132K
|
10.3K
$572K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-2.31K- 5.22% |
$119K - $132K
|
41.9K
$2.33M
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-2.4K- 2.21% |
$124K - $137K
|
106K
$5.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Weil Company, Inc.
|
SELL
|
- |
-2.45K- 7.43% |
$127K - $140K
|
30.5K
$1.69M
|
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-2.49K- 4.47% |
$129K - $142K
|
53.2K
$2.96M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.53K- 0.65% |
$131K - $145K
|
385K
$21.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-2.56K- 33.98% |
$133K - $146K
|
4.97K
$276K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-2.6K- 0.4% |
$135K - $149K
|
654K
$36.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-2.66K- 5.97% |
$138K - $152K
|
42K
$2.33M
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-2.67K- 21.16% |
$138K - $152K
|
9.93K
$552K
|
|
|
Feb 06, 2025
Q4 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-2.73K- 18.47% |
$141K - $156K
|
12.1K
$671K
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-2.78K- 4.22% |
$144K - $159K
|
63.2K
$3.51M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-2.85K- 16.48% |
$147K - $163K
|
14.4K
$802K
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
SELL
|
- |
-2.99K- 22.28% |
$155K - $171K
|
10.4K
$580K
|
|
|
Feb 10, 2025
Q4 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-3.01K- 3.5% |
$156K - $172K
|
83K
$4.62M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.28K- 0.66% |
$170K - $187K
|
490K
$27.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-3.33K- 6.83% |
$172K - $190K
|
45.4K
$2.53M
|
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-3.61K- 2.76% |
$187K - $206K
|
127K
$7.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.64K- 2.58% |
$189K - $208K
|
138K
$7.65M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-3.94K- 29.84% |
$204K - $225K
|
9.26K
$515K
|