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 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-171- 0.13% |
$8.85K - $9.77K
|
132K
$7.87M
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-173- 1.31% |
$8.96K - $9.89K
|
13K
$775K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-174- 1.49% |
$9.01K - $9.94K
|
11.5K
$685K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-189- 33.22% |
$9.79K - $10.8K
|
380
$22.6K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-191- 0.25% |
$9.89K - $10.9K
|
75.1K
$4.46M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-198- 3.44% |
$10.3K - $11.3K
|
5.55K
$330K
|
|
|
Feb 11, 2025
Q4 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-198- 29.86% |
$10.3K - $11.3K
|
465
$27.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-200- 2.99% |
$10.4K - $11.4K
|
6.49K
$386K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-202- 2.05% |
$10.5K - $11.5K
|
9.67K
$575K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-209- 4.48% |
$10.8K - $11.9K
|
4.46K
$265K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-231- 0.17% |
$12K - $13.2K
|
138K
$8.2M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-244- 0.32% |
$12.6K - $13.9K
|
75.6K
$4.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-248- 3.09% |
$12.8K - $14.2K
|
7.78K
$462K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-260- 3.54% |
$13.5K - $14.9K
|
7.08K
$421K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-269- 5.42% |
$13.9K - $15.4K
|
4.69K
$279K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-280- 4.97% |
$14.5K - $16K
|
5.36K
$318K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-281- 80.98% |
$14.6K - $16.1K
|
66
$3.93K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-289- 87.84% |
$15K - $16.5K
|
40
$2.38K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-293- 1.55% |
$15.2K - $16.7K
|
18.7K
$1.11M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-300- 1.28% |
$15.5K - $17.1K
|
23.2K
$1.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-305- 4.3% |
$15.8K - $17.4K
|
6.79K
$404K
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-316- 4.71% |
$16.4K - $18.1K
|
6.39K
$380K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-318- 5.43% |
$16.5K - $18.2K
|
5.54K
$329K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-319- 5.04% |
$16.5K - $18.2K
|
6.01K
$357K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-324- 0.65% |
$16.8K - $18.5K
|
49.7K
$2.96M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-325- 0.03% |
$16.8K - $18.6K
|
1.11M
$66.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-325- 3.96% |
$16.8K - $18.6K
|
7.88K
$469K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-342- 84.86% |
$17.7K - $19.5K
|
61
$3.63K
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-348- 0.61% |
$18K - $19.9K
|
57K
$3.39M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-349- 4.5% |
$18.1K - $19.9K
|
7.41K
$441K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-354- 2.63% |
$18.3K - $20.2K
|
13.1K
$780K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-360- 0.59% |
$18.6K - $20.6K
|
61.1K
$3.63M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-364- 1.12% |
$18.8K - $20.8K
|
32K
$1.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-395- 5.49% |
$20.5K - $22.6K
|
6.79K
$404K
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-399- 6.98% |
$20.7K - $22.8K
|
5.32K
$316K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-408- 13.39% |
$21.1K - $23.3K
|
2.64K
$157K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-410- 1.77% |
$21.2K - $23.4K
|
22.8K
$1.35M
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-423- 0.51% |
$21.9K - $24.2K
|
82.9K
$4.93M
|
|
|
Feb 13, 2025
Q4 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-433- 3.67% |
$22.4K - $24.7K
|
11.4K
$676K
|
|
|
Feb 07, 2025
Q4 2024
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-436- 1.21% |
$22.6K - $24.9K
|
35.6K
$2.12M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-462- 0.3% |
$23.9K - $26.4K
|
155K
$9.2M
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-488- 5.88% |
$25.3K - $27.9K
|
7.81K
$464K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-500- 10.62% |
$25.9K - $28.6K
|
4.21K
$250K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-500- 96.9% |
$25.9K - $28.6K
|
16
$952
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-515- 15.2% |
$26.7K - $29.4K
|
2.87K
$171K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-538- 5.1% |
$27.9K - $30.7K
|
10K
$595K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-547- 70.4% |
$28.3K - $31.3K
|
230
$13.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-552- 1.17% |
$28.6K - $31.5K
|
46.6K
$2.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-562- 5.93% |
$29.1K - $32.1K
|
8.92K
$530K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-588- 17.66% |
$30.4K - $33.6K
|
2.74K
$163K
|