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 28, 2025
Q4 2024
|
Financial Life Advisors
|
BUY
|
- |
841+ 0.39% |
$43.5K - $48.1K
|
219K
$12M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
840+ 1.24% |
$43.5K - $48K
|
68.6K
$3.77M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
836+ 3.51% |
$43.3K - $47.8K
|
24.7K
$1.36M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
818+ 5.64% |
$42.4K - $46.7K
|
15.3K
$842K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
802New |
$41.5K - $45.8K
|
802
$44.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
799+ 1.27% |
$41.4K - $45.7K
|
64K
$3.51M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
787+ 4.98% |
$40.8K - $45K
|
16.6K
$912K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
753New |
$39K - $43K
|
753
$41.4K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
736+ 1.96% |
$38.1K - $42.1K
|
38.4K
$2.11M
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
698+ 0.88% |
$36.1K - $39.9K
|
80.3K
$4.41M
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
666New |
$34.5K - $38.1K
|
666
$36.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
651+ 18.59% |
$33.7K - $37.2K
|
4.15K
$228K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
637+ 8.35% |
$33K - $36.4K
|
8.27K
$454K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
616+ 7.34% |
$31.9K - $35.2K
|
9.01K
$495K
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
562+ 15.66% |
$29.1K - $32.1K
|
4.15K
$228K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
521+ 11.78% |
$27K - $29.8K
|
4.94K
$272K
|
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
484+ 3.3% |
$25.1K - $27.7K
|
15.2K
$833K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
470+ 8.28% |
$24.3K - $26.9K
|
6.14K
$338K
|
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
462+ 2.27% |
$23.9K - $26.4K
|
20.8K
$1.14M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
417+ 0.51% |
$21.6K - $23.8K
|
82.4K
$4.53M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
401+ 3.74% |
$20.8K - $22.9K
|
11.1K
$611K
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
400New |
$20.7K - $22.9K
|
400
$22K
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
380+ 0.98% |
$19.7K - $21.7K
|
39K
$2.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
377+ 0.73% |
$19.5K - $21.5K
|
51.8K
$2.85M
|
|
|
Jan 17, 2025
Q4 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
368+ 2.55% |
$19.1K - $21K
|
14.8K
$812K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
349+ 0.46% |
$18.1K - $19.9K
|
75.5K
$4.15M
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
346New |
$17.9K - $19.8K
|
346
$19K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
327New |
$16.9K - $18.7K
|
327
$18K
|
|
|
Jan 29, 2025
Q4 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
306+ 1.77% |
$15.8K - $17.5K
|
17.6K
$969K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
277+ 1.76% |
$14.3K - $15.8K
|
16K
$879K
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
274+ 1.05% |
$14.2K - $15.7K
|
26.4K
$1.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
270+ 3.37% |
$14K - $15.4K
|
8.29K
$455K
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
BUY
|
- |
254+ 0.44% |
$13.2K - $14.5K
|
57.7K
$3.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
251+ 9.39% |
$13K - $14.3K
|
2.93K
$161K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
244+ 2.96% |
$12.6K - $13.9K
|
8.48K
$466K
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
238+ 0.52% |
$12.3K - $13.6K
|
46.1K
$2.53M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
236+ 5.02% |
$12.2K - $13.5K
|
4.94K
$271K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
233New |
$12.1K - $13.3K
|
233
$12.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
229+ 2.83% |
$11.9K - $13.1K
|
8.32K
$457K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
217New |
$11.2K - $12.4K
|
217
$11.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
212New |
$11K - $12.1K
|
212
$11.6K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
210New |
$10.9K - $12K
|
210
$11.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
207New |
$10.7K - $11.8K
|
207
$11.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
207+ 1.17% |
$10.7K - $11.8K
|
17.9K
$981K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
188New |
$9.73K - $10.7K
|
188
$10.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
184+ 0.53% |
$9.53K - $10.5K
|
35K
$1.92M
|
|
|
Jan 28, 2025
Q4 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
181+ 1.28% |
$9.37K - $10.3K
|
14.3K
$788K
|
|
|
Jan 13, 2025
Q4 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
176+ 2.89% |
$9.11K - $10.1K
|
6.27K
$344K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
174+ 3.6% |
$9.01K - $9.94K
|
5.01K
$275K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
171+ 2.47% |
$8.85K - $9.77K
|
7.09K
$390K
|