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 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
12.7KNew |
$657K - $726K
|
12.7K
$706K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
12.6K+ 4.21% |
$653K - $721K
|
312K
$17.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
12.5K+ 13.01% |
$647K - $714K
|
108K
$6.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
12.5K+ 12.96% |
$645K - $712K
|
109K
$6.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
12.3KNew |
$638K - $704K
|
12.3K
$685K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
11.9KNew |
$614K - $678K
|
11.9K
$660K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
11.5K+ 6.82% |
$598K - $660K
|
181K
$10.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
11.3K+ 41.34% |
$587K - $647K
|
38.7K
$2.15M
|
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
11.2K+ 9.45% |
$578K - $638K
|
129K
$7.19M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
11K+ 49.01% |
$572K - $631K
|
33.6K
$1.87M
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
10.7K+ 0.76% |
$554K - $612K
|
1.43M
$79.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
10.5K+ 20.4% |
$544K - $600K
|
62K
$3.45M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
10.2K+ 7.08% |
$528K - $583K
|
154K
$8.58M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
10.1K+ 3.49% |
$523K - $577K
|
300K
$16.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
9.8K+ 14.86% |
$507K - $560K
|
75.8K
$4.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
9.8KNew |
$507K - $560K
|
9.8K
$545K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
9.74K+ 0.83% |
$504K - $557K
|
1.19M
$65.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
9.58KNew |
$496K - $547K
|
9.58K
$533K
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
9.57KNew |
$496K - $547K
|
9.57K
$532K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
9.56K+ 17.9% |
$495K - $547K
|
63K
$3.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
9.39KNew |
$486K - $537K
|
9.39K
$522K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
8.99K+ 4.84% |
$465K - $513K
|
194K
$10.8M
|
|
|
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
$1.78M
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
8.68K+ 15.89% |
$450K - $496K
|
63.3K
$3.52M
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
BUY
|
- |
8.54K+ 15.08% |
$442K - $488K
|
65.2K
$3.63M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
8.49KNew |
$440K - $485K
|
8.49K
$472K
|
|
|
Feb 04, 2025
Q4 2024
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
8.33KNew |
$431K - $476K
|
8.33K
$463K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
8.31KNew |
$430K - $475K
|
8.31K
$462K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
8.29KNew |
$429K - $474K
|
8.29K
$461K
|
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
8.27K+ 8.85% |
$428K - $472K
|
102K
$5.65M
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
8.2K+ 7.42% |
$424K - $468K
|
119K
$6.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
BUY
|
- |
8.12K+ 2.11% |
$421K - $464K
|
392K
$21.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
8.01K+ 11.64% |
$415K - $458K
|
76.8K
$4.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
7.93K+ 74.09% |
$411K - $453K
|
18.6K
$1.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.78K+ 11.35% |
$403K - $444K
|
76.3K
$4.24M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
7.59K+ 4170.88% |
$393K - $434K
|
7.77K
$432K
|
|
|
Jan 30, 2025
Q4 2024
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
7.57KNew |
$392K - $433K
|
7.57K
$421K
|
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
BUY
|
- |
7.47KNew |
$387K - $427K
|
7.47K
$415K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
7.3K+ 18.33% |
$378K - $417K
|
47.1K
$2.62M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
6.98K+ 24.3% |
$362K - $399K
|
35.7K
$1.99M
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
6.97KNew |
$361K - $398K
|
6.97K
$387K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
6.96KNew |
$360K - $398K
|
6.96K
$387K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
6.94K+ 11.13% |
$360K - $397K
|
69.3K
$3.85M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
6.75K+ 6.32% |
$350K - $386K
|
114K
$6.32M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
6.69K+ 53.56% |
$347K - $382K
|
19.2K
$1.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
6.68K+ 4.88% |
$346K - $382K
|
144K
$7.98M
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
6.58K+ 5.79% |
$341K - $376K
|
120K
$6.69M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
6.44K+ 15.11% |
$333K - $368K
|
49K
$2.73M
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
6.36K+ 10.38% |
$329K - $364K
|
67.7K
$3.76M
|
|
|
Feb 04, 2025
Q4 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
6.33K+ 17.81% |
$328K - $362K
|
41.9K
$2.33M
|