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
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
20.7K+ 9.22% |
$1.07M - $1.18M
|
245K
$13.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
20.1K+ 10.92% |
$1.04M - $1.15M
|
204K
$11.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
20.1KNew |
$1.04M - $1.15M
|
20.1K
$1.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
20KNew |
$1.03M - $1.14M
|
20K
$1.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
19.7K+ 20.55% |
$1.02M - $1.12M
|
115K
$6.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
19.7K+ 3.53% |
$1.02M - $1.12M
|
577K
$31.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
19.7KNew |
$1.02M - $1.12M
|
19.7K
$1.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
18.8K+ 19.0% |
$976K - $1.08M
|
118K
$6.48M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
18.8K+ 93.24% |
$974K - $1.07M
|
39K
$2.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
18.7K+ 61.3% |
$970K - $1.07M
|
49.3K
$2.71M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
18.3K+ 20.3% |
$948K - $1.05M
|
108K
$5.96M
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
17.7K+ 5.91% |
$916K - $1.01M
|
317K
$17.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
17.2K+ 10.94% |
$893K - $985K
|
175K
$9.61M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
17K+ 6.03% |
$882K - $974K
|
300K
$16.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
17K+ 5.55% |
$881K - $973K
|
324K
$17.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Sofi Wealth, LLC
|
BUY
|
- |
16.8KNew |
$868K - $958K
|
16.8K
$921K
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
16.6KNew |
$862K - $951K
|
16.6K
$915K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
16.5K+ 5.38% |
$854K - $943K
|
323K
$17.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
16.5K+ 12.63% |
$854K - $942K
|
147K
$8.08M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
16.3K+ 30.87% |
$845K - $932K
|
69.2K
$3.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
16.2K+ 99.45% |
$836K - $923K
|
32.4K
$1.78M
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
15.8K+ 225.26% |
$818K - $903K
|
22.8K
$1.25M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
15.8K+ 40.45% |
$818K - $903K
|
54.9K
$3.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
14.8K+ 154.48% |
$767K - $847K
|
24.4K
$1.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
14.7KNew |
$759K - $837K
|
14.7K
$805K
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
14.5KNew |
$752K - $830K
|
14.5K
$798K
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
14.2K+ 11.1% |
$734K - $810K
|
142K
$7.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
13.9K+ 21.74% |
$717K - $792K
|
77.6K
$4.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
13.5K+ 10.29% |
$701K - $774K
|
145K
$7.97M
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
12.9K+ 32.56% |
$665K - $734K
|
52.3K
$2.87M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
12.6K+ 4.21% |
$653K - $721K
|
312K
$17.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
12.5K+ 13.01% |
$647K - $714K
|
108K
$5.96M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
12.5K+ 12.96% |
$645K - $712K
|
109K
$5.96M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
12.3KNew |
$638K - $704K
|
12.3K
$677K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
11.9KNew |
$614K - $678K
|
11.9K
$652K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
11.3K+ 41.34% |
$587K - $647K
|
38.7K
$2.13M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
11K+ 49.01% |
$572K - $631K
|
33.6K
$1.85M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
10.5K+ 20.4% |
$544K - $600K
|
62K
$3.41M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
10.2K+ 7.08% |
$528K - $583K
|
154K
$8.48M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
10.1K+ 3.49% |
$523K - $577K
|
300K
$16.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
9.8KNew |
$507K - $560K
|
9.8K
$538K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
9.74K+ 0.83% |
$504K - $557K
|
1.19M
$65.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
9.58KNew |
$496K - $547K
|
9.58K
$526K
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
9.57KNew |
$496K - $547K
|
9.57K
$526K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
9.56K+ 17.9% |
$495K - $547K
|
63K
$3.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
8.99K+ 4.84% |
$465K - $513K
|
194K
$10.7M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
8.74K+ 37.61% |
$453K - $500K
|
32K
$1.76M
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
8.68K+ 15.89% |
$450K - $496K
|
63.3K
$3.48M
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
BUY
|
- |
8.54K+ 15.08% |
$442K - $488K
|
65.2K
$3.58M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
8.49KNew |
$440K - $485K
|
8.49K
$467K
|