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 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-590- 76.33% |
$30.6K - $33.7K
|
183
$10.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-591- 3.67% |
$30.6K - $33.8K
|
15.5K
$922K
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-599- 4.34% |
$31K - $34.2K
|
13.2K
$785K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-640- 6.57% |
$33.1K - $36.6K
|
9.11K
$542K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-651- 8.24% |
$33.7K - $37.2K
|
7.25K
$431K
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-654- 0.77% |
$33.9K - $37.4K
|
84.6K
$5.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-664- 9.36% |
$34.4K - $37.9K
|
6.43K
$382K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-670- 0.84% |
$34.7K - $38.3K
|
79K
$4.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-671- 4.3% |
$34.7K - $38.3K
|
14.9K
$888K
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
SELL
|
- |
-679- 11.52% |
$35.2K - $38.8K
|
5.22K
$310K
|
|
|
Jan 16, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-690- 1.88% |
$35.7K - $39.4K
|
35.9K
$2.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-739- 14.96% |
$38.3K - $42.2K
|
4.2K
$250K
|
|
|
Feb 07, 2025
Q4 2024
|
Claris Advisors, LLC
|
SELL
|
- |
-745- 8.93% |
$38.6K - $42.6K
|
7.6K
$452K
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-769- 2.94% |
$39.8K - $43.9K
|
25.4K
$1.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-803- 0.47% |
$41.6K - $45.9K
|
170K
$10.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-844- 0.42% |
$43.7K - $48.2K
|
199K
$11.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-866- 3.97% |
$44.8K - $49.5K
|
20.9K
$1.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-868- 4.74% |
$44.9K - $49.6K
|
17.4K
$1.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-875- 11.91% |
$45.3K - $50K
|
6.47K
$385K
|
|
|
Feb 26, 2025
Q4 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
SELL
|
- |
-891- 7.4% |
$46.1K - $50.9K
|
11.2K
$663K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-900- 16.44% |
$46.6K - $51.4K
|
4.57K
$272K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-900- 16.03% |
$46.6K - $51.4K
|
4.71K
$280K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-910- 7.93% |
$47.1K - $52K
|
10.6K
$628K
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1.05K- 9.43% |
$54.6K - $60.2K
|
10.1K
$602K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.07K- 12.93% |
$55.2K - $61K
|
7.18K
$427K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.1K- 1.35% |
$57K - $62.9K
|
80.5K
$4.79M
|
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-1.1K- 4.21% |
$57.1K - $63K
|
25.1K
$1.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-1.17K- 8.85% |
$60.8K - $67.1K
|
12.1K
$719K
|
|
|
Feb 11, 2025
Q4 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-1.21K- 14.04% |
$62.4K - $68.9K
|
7.38K
$439K
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-1.25K- 0.49% |
$64.9K - $71.7K
|
255K
$15.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-1.29K- 19.08% |
$66.7K - $73.7K
|
5.47K
$325K
|
|
|
Jan 29, 2025
Q4 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-1.33K- 4.64% |
$69.1K - $76.2K
|
27.4K
$1.63M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-1.34K- 1.02% |
$69.1K - $76.3K
|
130K
$7.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.42K- 0.53% |
$73.7K - $81.3K
|
269K
$16M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-1.45K- 22.02% |
$74.9K - $82.7K
|
5.13K
$305K
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-1.6K- 6.36% |
$83K - $91.6K
|
23.6K
$1.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-1.62K- 2.34% |
$84K - $92.8K
|
67.7K
$4.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-1.64K- 11.97% |
$85.1K - $94K
|
12.1K
$719K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.66K- 3.77% |
$85.9K - $94.8K
|
42.4K
$2.52M
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
SELL
|
- |
-1.67K- 5.96% |
$86.2K - $95.2K
|
26.3K
$1.56M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.67K- 15.54% |
$86.6K - $95.6K
|
9.08K
$540K
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-1.68K- 11.65% |
$87K - $96K
|
12.7K
$758K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.71K- 0.94% |
$88.3K - $97.5K
|
181K
$10.7M
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-1.77K- 1.8% |
$91.8K - $101K
|
96.9K
$5.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-1.82K- 19.32% |
$94.2K - $104K
|
7.6K
$452K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.85K- 31.54% |
$95.8K - $106K
|
4.02K
$239K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.93K- 0.7% |
$99.8K - $110K
|
272K
$16.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-2K- 3.07% |
$103K - $114K
|
63K
$3.75M
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-2K- 5.13% |
$104K - $114K
|
37K
$2.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-2.31K- 18.3% |
$119K - $132K
|
10.3K
$612K
|