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 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
3.35K+ 6.95% |
$174K - $192K
|
51.6K
$2.84M
|
|
|
Jan 13, 2025
Q4 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
3.17K+ 2.71% |
$164K - $181K
|
120K
$6.58M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.16K+ 4.91% |
$164K - $181K
|
67.5K
$3.71M
|
|
|
Jan 21, 2025
Q4 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
3.13K+ 1.46% |
$162K - $179K
|
217K
$11.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
3.07K+ 14.07% |
$159K - $176K
|
24.9K
$1.37M
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
3.04K+ 22.89% |
$157K - $173K
|
16.3K
$895K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.96K+ 20.07% |
$153K - $169K
|
17.7K
$974K
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
2.95K+ 8.37% |
$153K - $168K
|
38.2K
$2.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
2.87K+ 3.14% |
$149K - $164K
|
94.3K
$5.18M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.8K+ 13.9% |
$145K - $160K
|
22.9K
$1.26M
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
2.76K+ 8.68% |
$143K - $158K
|
34.6K
$1.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.76K+ 7.86% |
$143K - $158K
|
37.9K
$2.08M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.64K+ 42.13% |
$137K - $151K
|
8.91K
$489K
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
2.53K+ 31.99% |
$131K - $145K
|
10.4K
$574K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.52K+ 5.93% |
$131K - $144K
|
45.1K
$2.48M
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
2.5KNew |
$129K - $143K
|
2.5K
$137K
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
2.43K+ 40.03% |
$126K - $139K
|
8.52K
$468K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.41K+ 6.64% |
$125K - $138K
|
38.8K
$2.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.35K+ 150.61% |
$122K - $135K
|
3.92K
$215K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
2.24K+ 13.33% |
$116K - $128K
|
19K
$1.05M
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
2.07K+ 16.59% |
$107K - $119K
|
14.6K
$801K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2.04K+ 7296.43% |
$106K - $117K
|
2.07K
$114K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
2.04K+ 5.33% |
$106K - $117K
|
40.4K
$2.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.98K+ 21.03% |
$103K - $113K
|
11.4K
$626K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.96K+ 8.43% |
$102K - $112K
|
25.3K
$1.39M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.92K+ 4.74% |
$99.5K - $110K
|
42.5K
$2.33M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.8K+ 1.53% |
$93K - $103K
|
119K
$6.54M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.8K+ 34.11% |
$92.9K - $103K
|
7.06K
$388K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.78K+ 9.02% |
$92.1K - $102K
|
21.5K
$1.18M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.62K+ 2.89% |
$83.7K - $92.4K
|
57.6K
$3.17M
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
1.62K+ 43.42% |
$83.7K - $92.4K
|
5.34K
$293K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1.58K+ 24.35% |
$82K - $90.5K
|
8.08K
$444K
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
1.46K+ 1.47% |
$75.8K - $83.7K
|
101K
$5.55M
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
1.41K+ 5.78% |
$73.1K - $80.7K
|
25.9K
$1.42M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
1.4K+ 2.38% |
$72.5K - $80K
|
60.2K
$3.31M
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
1.31K+ 3.15% |
$67.6K - $74.6K
|
42.7K
$2.35M
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
1.29K+ 1.65% |
$66.8K - $73.7K
|
79.4K
$4.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.27K+ 4.7% |
$65.7K - $72.5K
|
28.3K
$1.55M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
1.24K+ 180.55% |
$64.4K - $71.1K
|
1.93K
$106K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.22K+ 5.88% |
$63K - $69.5K
|
21.9K
$1.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
1.21K+ 19.73% |
$62.6K - $69.1K
|
7.34K
$403K
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
1.21K+ 2.24% |
$62.5K - $69K
|
55K
$3.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.14K+ 21.63% |
$58.8K - $64.9K
|
6.38K
$351K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.05K+ 17.0% |
$54.3K - $59.9K
|
7.21K
$396K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
933+ 17.27% |
$48.3K - $53.3K
|
6.34K
$348K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
894+ 12.46% |
$46.3K - $51.1K
|
8.07K
$443K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
866+ 2.8% |
$44.8K - $49.5K
|
31.8K
$1.74M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
865+ 96.22% |
$44.8K - $49.4K
|
1.76K
$96.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
852+ 4.74% |
$44.1K - $48.7K
|
18.8K
$1.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
851+ 1025.3% |
$44.1K - $48.6K
|
934
$51.3K
|