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 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
6+ 1.62% |
$311 - $343
|
376
$22.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
5+ 0.26% |
$259 - $286
|
1.93K
$114K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
4+ 1.73% |
$207 - $229
|
235
$14K
|
|
|
Feb 03, 2025
Q4 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
3+ 0.71% |
$155 - $171
|
426
$25.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
2+ 0.04% |
$104 - $114
|
4.53K
$269K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2+ 1.56% |
$104 - $114
|
130
$7.73K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2+ 1.55% |
$104 - $114
|
131
$7.79K
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1+ 0.79% |
$51.8 - $57.2
|
128
$7.61K
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
1+ 1.08% |
$51.8 - $57.2
|
94
$5.59K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
1+ 0.16% |
$51.8 - $57.2
|
621
$36.9K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-3- 0.06% |
$155 - $171
|
5.33K
$317K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-4- 0.07% |
$207 - $229
|
5.63K
$335K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-7- 0.09% |
$362 - $400
|
8.17K
$486K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-10- 0.1% |
$518 - $572
|
10.4K
$621K
|
|
|
Feb 13, 2025
Q4 2024
|
Campion Asset Management
|
SELL
|
- |
-10- 0.05% |
$518 - $572
|
21.8K
$1.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-16- 0.07% |
$828 - $914
|
24.2K
$1.44M
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-16- 0.26% |
$828 - $914
|
6.06K
$360K
|
|
|
Feb 12, 2025
Q4 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-19- 9.64% |
$984 - $1.09K
|
178
$10.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-19- 0.05% |
$984 - $1.09K
|
34.7K
$2.07M
|
|
|
Jan 24, 2025
Q4 2024
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-19- 0.32% |
$984 - $1.09K
|
5.97K
$355K
|
|
|
Jan 22, 2025
Q4 2024
|
Bwm Planning, LLC
The Woodlands, TX |
SELL
|
- |
-20- 0.18% |
$1.04K - $1.14K
|
10.9K
$646K
|
|
|
Feb 11, 2025
Q4 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-27- 0.36% |
$1.4K - $1.54K
|
7.47K
$444K
|
|
|
Jan 31, 2025
Q4 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-33- 0.73% |
$1.71K - $1.89K
|
4.49K
$267K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-34- 0.24% |
$1.76K - $1.94K
|
14K
$835K
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-39- 0.21% |
$2.02K - $2.23K
|
18.9K
$1.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-40- 0.1% |
$2.07K - $2.29K
|
40K
$2.38M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-46- 0.19% |
$2.38K - $2.63K
|
23.8K
$1.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-49- 0.23% |
$2.54K - $2.8K
|
21K
$1.25M
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-50- 0.92% |
$2.59K - $2.86K
|
5.39K
$321K
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-50- 0.32% |
$2.59K - $2.86K
|
15.3K
$912K
|
|
|
Jan 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-57- 0.07% |
$2.95K - $3.26K
|
77K
$4.58M
|
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
SELL
|
- |
-59- 0.1% |
$3.06K - $3.37K
|
56.3K
$3.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-64- 0.28% |
$3.31K - $3.66K
|
23.2K
$1.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-68- 4.01% |
$3.52K - $3.89K
|
1.63K
$96.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-68- 0.18% |
$3.52K - $3.89K
|
36.9K
$2.19M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-88- 2.26% |
$4.56K - $5.03K
|
3.81K
$227K
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-88- 2.19% |
$4.56K - $5.03K
|
3.93K
$234K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-100- 3.67% |
$5.18K - $5.72K
|
2.63K
$156K
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-101- 0.59% |
$5.23K - $5.77K
|
17.1K
$1.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-106- 1.97% |
$5.49K - $6.06K
|
5.28K
$314K
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-112- 0.6% |
$5.8K - $6.4K
|
18.5K
$1.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-120- 1.76% |
$6.21K - $6.86K
|
6.71K
$399K
|
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
SELL
|
- |
-120- 0.99% |
$6.21K - $6.86K
|
12K
$712K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-128- 1.85% |
$6.63K - $7.32K
|
6.78K
$403K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-132- 1.95% |
$6.83K - $7.54K
|
6.65K
$395K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-143- 1.82% |
$7.4K - $8.17K
|
7.7K
$458K
|
|
|
Feb 13, 2025
Q4 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-160- 1.48% |
$8.28K - $9.14K
|
10.6K
$633K
|
|
|
Feb 07, 2025
Q4 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-164- 3.75% |
$8.49K - $9.37K
|
4.21K
$251K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-169- 10.47% |
$8.75K - $9.66K
|
1.45K
$85.9K
|