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 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.67K- 15.54% |
$86.6K - $95.6K
|
9.08K
$578K
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-1.68K- 11.65% |
$87K - $96K
|
12.7K
$811K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.71K- 0.94% |
$88.3K - $97.5K
|
181K
$11.5M
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-1.77K- 1.8% |
$91.8K - $101K
|
96.9K
$6.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-1.82K- 19.32% |
$94.2K - $104K
|
7.6K
$484K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.85K- 31.54% |
$95.8K - $106K
|
4.02K
$256K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.93K- 0.7% |
$99.8K - $110K
|
272K
$17.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-2K- 3.07% |
$103K - $114K
|
63K
$4.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-2K- 5.13% |
$104K - $114K
|
37K
$2.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-2.31K- 18.3% |
$119K - $132K
|
10.3K
$655K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-2.31K- 5.22% |
$119K - $132K
|
41.9K
$2.67M
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-2.4K- 2.21% |
$124K - $137K
|
106K
$6.76M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-2.43K- 8.56% |
$126K - $139K
|
25.9K
$1.65M
|
|
|
Feb 04, 2025
Q4 2024
|
Weil Company, Inc.
|
SELL
|
- |
-2.45K- 7.43% |
$127K - $140K
|
30.5K
$1.94M
|
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-2.49K- 4.47% |
$129K - $142K
|
53.2K
$3.38M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.53K- 0.65% |
$131K - $145K
|
385K
$24.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-2.55K- 3.91% |
$132K - $146K
|
62.7K
$3.99M
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-2.56K- 33.98% |
$133K - $146K
|
4.97K
$316K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-2.6K- 0.4% |
$135K - $149K
|
654K
$41.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-2.62K- 11.07% |
$136K - $150K
|
21K
$1.34M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-2.66K- 5.97% |
$138K - $152K
|
42K
$2.67M
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-2.67K- 21.16% |
$138K - $152K
|
9.93K
$632K
|
|
|
Feb 06, 2025
Q4 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-2.73K- 18.47% |
$141K - $156K
|
12.1K
$767K
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-2.78K- 4.22% |
$144K - $159K
|
63.2K
$4.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-2.85K- 16.48% |
$147K - $163K
|
14.4K
$918K
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
SELL
|
- |
-2.99K- 22.28% |
$155K - $171K
|
10.4K
$663K
|
|
|
Feb 10, 2025
Q4 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-3.01K- 3.5% |
$156K - $172K
|
83K
$5.28M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.28K- 0.66% |
$170K - $187K
|
490K
$31.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-3.33K- 6.83% |
$172K - $190K
|
45.4K
$2.89M
|
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-3.61K- 2.76% |
$187K - $206K
|
127K
$8.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.64K- 2.58% |
$189K - $208K
|
138K
$8.75M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-3.82K- 11.91% |
$198K - $218K
|
28.2K
$1.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-3.94K- 29.84% |
$204K - $225K
|
9.26K
$589K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-3.97K- 49.1% |
$205K - $227K
|
4.11K
$262K
|
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-4.01K- 20.23% |
$207K - $229K
|
15.8K
$1.01M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.17K- 0.58% |
$216K - $239K
|
716K
$45.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-4.21K- 40.76% |
$218K - $241K
|
6.12K
$389K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-4.7K- 80.76% |
$243K - $269K
|
1.12K
$71.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.76K- 1.8% |
$246K - $272K
|
259K
$16.5M
|
|
|
May 29, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-4.85K- 6.87% |
$251K - $277K
|
65.7K
$4.18M
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-4.85K- 6.87% |
$251K - $277K
|
65.7K
$4.18M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-5.08K- 41.32% |
$263K - $290K
|
7.21K
$459K
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-5.14K- 8.89% |
$266K - $293K
|
52.6K
$3.35M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-5.29K- 3.86% |
$274K - $302K
|
132K
$8.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.35K- 1.27% |
$277K - $306K
|
418K
$26.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-5.58K- 7.5% |
$289K - $319K
|
68.8K
$4.38M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-5.74K- 6.18% |
$297K - $328K
|
87.2K
$5.55M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-5.75K- 3.15% |
$298K - $328K
|
177K
$11.2M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-5.83K- 18.21% |
$302K - $333K
|
26.2K
$1.67M
|
|
|
Feb 11, 2025
Q4 2024
|
Virtus Family Office LLC
El Paso, TX |
SELL
|
- |
-5.98K- 36.95% |
$309K - $341K
|
10.2K
$649K
|