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 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
98+ 12.52% |
$5.07K - $5.6K
|
881
$50.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
94+ 1.47% |
$4.87K - $5.37K
|
6.51K
$376K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
94+ 28.48% |
$4.87K - $5.37K
|
424
$24.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
90+ 2.14% |
$4.66K - $5.14K
|
4.29K
$248K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
90+ 27.78% |
$4.66K - $5.14K
|
414
$23.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
90+ 9.54% |
$4.66K - $5.14K
|
1.03K
$59.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
88+ 0.04% |
$4.56K - $5.03K
|
248K
$14.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
79+ 2.75% |
$4.09K - $4.51K
|
2.95K
$171K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
78New |
$4.04K - $4.46K
|
78
$4.51K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
77+ 1.76% |
$3.99K - $4.4K
|
4.44K
$256K
|
|
|
Feb 07, 2025
Q4 2024
|
Staley Capital Advisers Inc
|
BUY
|
- |
75+ 0.06% |
$3.88K - $4.29K
|
125K
$7.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
72+ 0.11% |
$3.73K - $4.11K
|
64.3K
$3.71M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
71+ 0.26% |
$3.68K - $4.06K
|
27.2K
$1.57M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
69+ 4.99% |
$3.57K - $3.94K
|
1.45K
$83.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
67New |
$3.47K - $3.83K
|
67
$3.87K
|
|
|
Mar 24, 2025
Q4 2024
|
Fulcrum Equity Management
|
BUY
|
- |
64+ 0.61% |
$3.31K - $3.66K
|
10.5K
$606K
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
64+ 0.37% |
$3.31K - $3.66K
|
17.4K
$1.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
63+ 27.04% |
$3.26K - $3.6K
|
296
$17.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
BUY
|
- |
62New |
$3.21K - $3.54K
|
62
$3.58K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
60New |
$3.11K - $3.43K
|
60
$3.47K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
59New |
$3.06K - $3.37K
|
59
$3.41K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
59+ 1.28% |
$3.06K - $3.37K
|
4.66K
$269K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
58+ 1.19% |
$3K - $3.31K
|
4.92K
$284K
|
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
55+ 1.38% |
$2.85K - $3.14K
|
4.05K
$234K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
51+ 1.45% |
$2.64K - $2.91K
|
3.57K
$206K
|
|
|
Feb 14, 2025
Q4 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
48+ 1.75% |
$2.49K - $2.74K
|
2.79K
$161K
|
|
|
Jan 28, 2025
Q4 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
47+ 0.34% |
$2.43K - $2.69K
|
14K
$808K
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
46+ 0.62% |
$2.38K - $2.63K
|
7.41K
$428K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
45+ 3.92% |
$2.33K - $2.57K
|
1.19K
$68.9K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
41+ 0.3% |
$2.12K - $2.34K
|
13.5K
$782K
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
39+ 0.8% |
$2.02K - $2.23K
|
4.92K
$284K
|
|
|
Feb 11, 2025
Q4 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
37+ 0.28% |
$1.92K - $2.11K
|
13.1K
$756K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
36+ 0.7% |
$1.86K - $2.06K
|
5.17K
$299K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
35New |
$1.81K - $2K
|
35
$2.02K
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
35New |
$1.81K - $2K
|
35
$2.02K
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
33+ 0.77% |
$1.71K - $1.89K
|
4.31K
$249K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
29+ 0.39% |
$1.5K - $1.66K
|
7.47K
$432K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
29New |
$1.5K - $1.66K
|
29
$1.68K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
29+ 0.5% |
$1.5K - $1.66K
|
5.84K
$337K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
27New |
$1.4K - $1.54K
|
27
$1.56K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
23New |
$1.19K - $1.31K
|
23
$1.33K
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
19+ 0.37% |
$984 - $1.09K
|
5.13K
$296K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
17+ 0.27% |
$880 - $972
|
6.4K
$369K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
15+ 2.35% |
$777 - $857
|
653
$37.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
13+ 1.71% |
$673 - $743
|
773
$44.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
12+ 0.36% |
$621 - $686
|
3.34K
$193K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
11+ 1.72% |
$570 - $629
|
649
$37.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
10+ 0.1% |
$518 - $572
|
10.1K
$581K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
9+ 0.68% |
$466 - $514
|
1.34K
$77.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
7+ 0.63% |
$362 - $400
|
1.13K
$65.1K
|