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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
282+ 3.86% |
$14.6K - $16.1K
|
7.59K
$444K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
277+ 1.76% |
$14.3K - $15.8K
|
16K
$937K
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
274+ 1.05% |
$14.2K - $15.7K
|
26.4K
$1.54M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
270+ 3.37% |
$14K - $15.4K
|
8.29K
$485K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
270+ 8.95% |
$14K - $15.4K
|
3.29K
$192K
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
BUY
|
- |
254+ 0.44% |
$13.2K - $14.5K
|
57.7K
$3.38M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
251+ 9.39% |
$13K - $14.3K
|
2.93K
$171K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
246+ 23.23% |
$12.7K - $14.1K
|
1.31K
$76.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
245+ 5.87% |
$12.7K - $14K
|
4.42K
$259K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
244+ 2.96% |
$12.6K - $13.9K
|
8.48K
$497K
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
238+ 0.52% |
$12.3K - $13.6K
|
46.1K
$2.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
236+ 5.02% |
$12.2K - $13.5K
|
4.94K
$289K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
233New |
$12.1K - $13.3K
|
233
$13.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
229+ 2.83% |
$11.9K - $13.1K
|
8.32K
$487K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
217New |
$11.2K - $12.4K
|
217
$12.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
212New |
$11K - $12.1K
|
212
$12.4K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
210New |
$10.9K - $12K
|
210
$12.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
209New |
$10.8K - $11.9K
|
209
$12.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
207New |
$10.7K - $11.8K
|
207
$12.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
207+ 1.17% |
$10.7K - $11.8K
|
17.9K
$1.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
202+ 0.33% |
$10.5K - $11.5K
|
61.8K
$3.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
197+ 2.86% |
$10.2K - $11.3K
|
7.08K
$414K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
190New |
$9.84K - $10.9K
|
190
$11.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
189+ 5.13% |
$9.79K - $10.8K
|
3.87K
$227K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
188New |
$9.73K - $10.7K
|
188
$11K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
184+ 0.53% |
$9.53K - $10.5K
|
35K
$2.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
181+ 1.28% |
$9.37K - $10.3K
|
14.3K
$840K
|
|
|
Jan 13, 2025
Q4 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
176+ 2.89% |
$9.11K - $10.1K
|
6.27K
$367K
|
|
|
Feb 10, 2025
Q4 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
174+ 2.53% |
$9.01K - $9.94K
|
7.04K
$412K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
174New |
$9.01K - $9.94K
|
174
$10.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
174+ 3.6% |
$9.01K - $9.94K
|
5.01K
$293K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
171+ 2.47% |
$8.85K - $9.77K
|
7.09K
$415K
|
|
|
Feb 13, 2025
Q4 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
164+ 1.28% |
$8.49K - $9.37K
|
13K
$760K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
155+ 1.06% |
$8.03K - $8.86K
|
14.7K
$862K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
150New |
$7.77K - $8.57K
|
150
$8.78K
|
|
|
Feb 03, 2025
Q4 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
146+ 0.03% |
$7.56K - $8.34K
|
472K
$27.6M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
146New |
$7.56K - $8.34K
|
146
$8.55K
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
142+ 1.75% |
$7.35K - $8.12K
|
8.25K
$483K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
135+ 1.76% |
$6.99K - $7.72K
|
7.8K
$456K
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
133New |
$6.89K - $7.6K
|
133
$7.79K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
130+ 1.31% |
$6.73K - $7.43K
|
10.1K
$589K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
122+ 2.1% |
$6.32K - $6.97K
|
5.93K
$347K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
114+ 3.18% |
$5.9K - $6.52K
|
3.7K
$216K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
108New |
$5.59K - $6.17K
|
108
$6.32K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
105+ 1.33% |
$5.44K - $6K
|
8.02K
$470K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
103+ 1.75% |
$5.33K - $5.89K
|
5.99K
$351K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
102New |
$5.28K - $5.83K
|
102
$5.97K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
101+ 177.19% |
$5.23K - $5.77K
|
158
$9.25K
|
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
100+ 1.48% |
$5.18K - $5.72K
|
6.85K
$401K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
98+ 1.76% |
$5.07K - $5.6K
|
5.67K
$332K
|