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 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
114+ 3.18% |
$5.9K - $6.52K
|
3.7K
$235K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
108New |
$5.59K - $6.17K
|
108
$6.87K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
105+ 1.33% |
$5.44K - $6K
|
8.02K
$510K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
103+ 1.75% |
$5.33K - $5.89K
|
5.99K
$381K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
102New |
$5.28K - $5.83K
|
102
$6.49K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
101+ 177.19% |
$5.23K - $5.77K
|
158
$10.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
100+ 1.48% |
$5.18K - $5.72K
|
6.85K
$436K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
98+ 12.52% |
$5.07K - $5.6K
|
881
$56.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
98+ 1.76% |
$5.07K - $5.6K
|
5.67K
$361K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
94+ 28.48% |
$4.87K - $5.37K
|
424
$27K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
94+ 1.47% |
$4.87K - $5.37K
|
6.51K
$414K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
90+ 2.14% |
$4.66K - $5.14K
|
4.29K
$273K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
90+ 27.78% |
$4.66K - $5.14K
|
414
$26.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
90+ 9.54% |
$4.66K - $5.14K
|
1.03K
$65.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
88+ 0.04% |
$4.56K - $5.03K
|
248K
$15.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
79+ 2.75% |
$4.09K - $4.51K
|
2.95K
$188K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
78New |
$4.04K - $4.46K
|
78
$4.96K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
77+ 1.76% |
$3.99K - $4.4K
|
4.44K
$283K
|
|
|
Feb 07, 2025
Q4 2024
|
Staley Capital Advisers Inc
|
BUY
|
- |
75+ 0.06% |
$3.88K - $4.29K
|
125K
$7.97M
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
72+ 0.11% |
$3.73K - $4.11K
|
64.3K
$4.09M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
71+ 0.26% |
$3.68K - $4.06K
|
27.2K
$1.73M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
69+ 4.99% |
$3.57K - $3.94K
|
1.45K
$92.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
67New |
$3.47K - $3.83K
|
67
$4.26K
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
64+ 0.37% |
$3.31K - $3.66K
|
17.4K
$1.11M
|
|
|
Mar 24, 2025
Q4 2024
|
Fulcrum Equity Management
|
BUY
|
- |
64+ 0.61% |
$3.31K - $3.66K
|
10.5K
$668K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
63+ 27.04% |
$3.26K - $3.6K
|
296
$18.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
BUY
|
- |
62New |
$3.21K - $3.54K
|
62
$3.95K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
60New |
$3.11K - $3.43K
|
60
$3.82K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
59New |
$3.06K - $3.37K
|
59
$3.75K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
59+ 1.28% |
$3.06K - $3.37K
|
4.66K
$296K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
58+ 1.19% |
$3K - $3.31K
|
4.92K
$313K
|
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
55+ 1.38% |
$2.85K - $3.14K
|
4.05K
$257K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
51+ 1.45% |
$2.64K - $2.91K
|
3.57K
$227K
|
|
|
Feb 14, 2025
Q4 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
48+ 1.75% |
$2.49K - $2.74K
|
2.79K
$177K
|
|
|
Jan 28, 2025
Q4 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
47+ 0.34% |
$2.43K - $2.69K
|
14K
$890K
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
46+ 0.62% |
$2.38K - $2.63K
|
7.41K
$472K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
45+ 3.92% |
$2.33K - $2.57K
|
1.19K
$75.9K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
41+ 0.3% |
$2.12K - $2.34K
|
13.5K
$862K
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
39+ 0.8% |
$2.02K - $2.23K
|
4.92K
$313K
|
|
|
Feb 11, 2025
Q4 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
37+ 0.28% |
$1.92K - $2.11K
|
13.1K
$833K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
36+ 0.7% |
$1.86K - $2.06K
|
5.17K
$329K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
35New |
$1.81K - $2K
|
35
$2.23K
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
35New |
$1.81K - $2K
|
35
$2.23K
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
33+ 0.77% |
$1.71K - $1.89K
|
4.31K
$274K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
29New |
$1.5K - $1.66K
|
29
$1.85K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
29+ 0.39% |
$1.5K - $1.66K
|
7.47K
$475K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
29+ 0.5% |
$1.5K - $1.66K
|
5.84K
$371K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
27New |
$1.4K - $1.54K
|
27
$1.72K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
23New |
$1.19K - $1.31K
|
23
$1.46K
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
19+ 0.37% |
$984 - $1.09K
|
5.13K
$326K
|