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 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-3.97K- 49.1% |
$205K - $227K
|
4.11K
$229K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.17K- 0.58% |
$216K - $239K
|
716K
$39.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-4.21K- 40.76% |
$218K - $241K
|
6.12K
$340K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-5.08K- 41.32% |
$263K - $290K
|
7.21K
$401K
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-5.14K- 8.89% |
$266K - $293K
|
52.6K
$2.92M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-5.29K- 3.86% |
$274K - $302K
|
132K
$7.32M
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-5.58K- 7.5% |
$289K - $319K
|
68.8K
$3.83M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-5.74K- 6.18% |
$297K - $328K
|
87.2K
$4.85M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-5.75K- 3.15% |
$298K - $328K
|
177K
$9.82M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-5.83K- 18.21% |
$302K - $333K
|
26.2K
$1.45M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-6.04K- 5.41% |
$313K - $345K
|
106K
$5.88M
|
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-6.32K- 50.0% |
$327K - $361K
|
6.32K
$352K
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-6.52K- 43.64% |
$338K - $373K
|
8.42K
$468K
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-7.11K- 7.95% |
$368K - $407K
|
82.4K
$4.58M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-7.44K- 5.28% |
$385K - $425K
|
134K
$7.42M
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-7.64K- 8.82% |
$395K - $436K
|
79K
$4.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-7.76K- 4.78% |
$402K - $444K
|
155K
$8.59M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-7.89K- 15.13% |
$408K - $451K
|
44.2K
$2.46M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-8.34K- 5.04% |
$432K - $476K
|
157K
$8.74M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-8.89K- 35.65% |
$460K - $508K
|
16K
$892K
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-9.23K- 98.07% |
$478K - $527K
|
182
$10.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-9.31K- 9.89% |
$482K - $532K
|
84.8K
$4.72M
|
|
|
Jan 14, 2025
Q4 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-9.95K- 25.6% |
$515K - $568K
|
28.9K
$1.61M
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-10.1K- 3.11% |
$525K - $580K
|
316K
$17.6M
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-10.7K- 8.09% |
$552K - $609K
|
121K
$6.73M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-10.8K- 5.52% |
$558K - $616K
|
184K
$10.3M
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-11.1K- 45.05% |
$576K - $636K
|
13.6K
$755K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-12K- 3.88% |
$623K - $687K
|
298K
$16.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-12.5K- 56.74% |
$649K - $716K
|
9.55K
$531K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-13.3K- 15.59% |
$691K - $763K
|
72.3K
$4.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-16.2K- 25.64% |
$838K - $925K
|
46.9K
$2.61M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-16.9K- 5.88% |
$876K - $967K
|
271K
$15.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-17.9K- 7.85% |
$924K - $1.02M
|
209K
$11.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-19.4K- 10.1% |
$1M - $1.11M
|
173K
$9.59M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-19.6K- 43.25% |
$1.01M - $1.12M
|
25.7K
$1.43M
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-20.4K- 36.47% |
$1.06M - $1.17M
|
35.6K
$1.98M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-24.8K- 0.95% |
$1.28M - $1.42M
|
2.58M
$143M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-26.7K- 6.75% |
$1.38M - $1.52M
|
368K
$20.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-27.7K- 45.73% |
$1.43M - $1.58M
|
32.8K
$1.83M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-32.8K- 7.9% |
$1.7M - $1.88M
|
383K
$21.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-34.2K- 99.89% |
$1.77M - $1.96M
|
36
$2K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-35.2K- 5.87% |
$1.82M - $2.01M
|
564K
$31.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-36.4K- 15.44% |
$1.88M - $2.08M
|
199K
$11.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-37.4K- 15.17% |
$1.94M - $2.14M
|
209K
$11.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-43.3K- 2.72% |
$2.24M - $2.48M
|
1.55M
$86.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-71.1K- 93.83% |
$3.68M - $4.06M
|
4.68K
$260K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-140K- 2.27% |
$7.27M - $8.02M
|
6.04M
$336M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-148K- 95.86% |
$7.64M - $8.43M
|
6.37K
$354K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-216K- 5.95% |
$11.2M - $12.4M
|
3.42M
$190M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-251K- 44.4% |
$13M - $14.4M
|
315K
$17.5M
|