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 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-7.64K- 8.82% |
$395K - $436K
|
79K
$4.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-7.76K- 4.78% |
$402K - $444K
|
155K
$9.19M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-7.89K- 15.13% |
$408K - $451K
|
44.2K
$2.63M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-8.34K- 5.04% |
$432K - $476K
|
157K
$9.35M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-8.89K- 35.65% |
$460K - $508K
|
16K
$954K
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-9.23K- 98.07% |
$478K - $527K
|
182
$10.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-9.31K- 9.89% |
$482K - $532K
|
84.8K
$5.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-9.64K- 11.66% |
$499K - $551K
|
73K
$4.34M
|
|
|
Jan 14, 2025
Q4 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-9.95K- 25.6% |
$515K - $568K
|
28.9K
$1.72M
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-10.1K- 3.11% |
$525K - $580K
|
316K
$18.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-10.5K- 53.84% |
$544K - $600K
|
9K
$535K
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-10.7K- 8.09% |
$552K - $609K
|
121K
$7.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-10.8K- 5.52% |
$558K - $616K
|
184K
$11M
|
|
|
Feb 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-10.9K- 33.44% |
$564K - $623K
|
21.7K
$1.29M
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-11.1K- 45.05% |
$576K - $636K
|
13.6K
$807K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-12K- 3.88% |
$623K - $687K
|
298K
$17.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-12.5K- 10.6% |
$648K - $716K
|
106K
$6.28M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-12.5K- 56.74% |
$649K - $716K
|
9.55K
$568K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-12.6K- 4.1% |
$653K - $721K
|
295K
$17.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-12.7K- 5.21% |
$658K - $726K
|
231K
$13.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-13.3K- 15.59% |
$691K - $763K
|
72.3K
$4.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-14.7K- 20.55% |
$763K - $842K
|
57K
$3.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-15.7K- 68.84% |
$815K - $900K
|
7.13K
$424K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-16.2K- 25.64% |
$838K - $925K
|
46.9K
$2.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-16.2K- 1.76% |
$839K - $926K
|
904K
$53.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-16.9K- 5.88% |
$876K - $967K
|
271K
$16.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-17.9K- 7.85% |
$924K - $1.02M
|
209K
$12.5M
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-17.9K- 56.62% |
$928K - $1.02M
|
13.7K
$817K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-19.4K- 10.1% |
$1M - $1.11M
|
173K
$10.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-19.6K- 43.25% |
$1.01M - $1.12M
|
25.7K
$1.53M
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-20.4K- 36.47% |
$1.06M - $1.17M
|
35.6K
$2.12M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-24.8K- 0.95% |
$1.28M - $1.42M
|
2.58M
$153M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-26.7K- 6.75% |
$1.38M - $1.52M
|
368K
$21.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-27.7K- 45.73% |
$1.43M - $1.58M
|
32.8K
$1.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-32K- 8.58% |
$1.66M - $1.83M
|
341K
$20.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-32.8K- 7.9% |
$1.7M - $1.88M
|
383K
$22.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-33.4K- 36.55% |
$1.73M - $1.91M
|
57.9K
$3.44M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-34.2K- 99.89% |
$1.77M - $1.96M
|
36
$2.14K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-35.2K- 5.87% |
$1.82M - $2.01M
|
564K
$33.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-36.4K- 15.44% |
$1.88M - $2.08M
|
199K
$11.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-37.4K- 15.17% |
$1.94M - $2.14M
|
209K
$12.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-43.3K- 2.72% |
$2.24M - $2.48M
|
1.55M
$92.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-71.1K- 93.83% |
$3.68M - $4.06M
|
4.68K
$278K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-74.2K- 85.22% |
$3.84M - $4.24M
|
12.9K
$765K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-82.7K- 13.01% |
$4.28M - $4.73M
|
553K
$32.9M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-100K- 41.2% |
$5.19M - $5.73M
|
143K
$8.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-113K- 23.69% |
$5.83M - $6.44M
|
363K
$21.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-140K- 2.27% |
$7.27M - $8.02M
|
6.04M
$359M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-148K- 95.86% |
$7.64M - $8.43M
|
6.37K
$379K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-183K- 7.08% |
$9.47M - $10.5M
|
2.4M
$143M
|