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 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
7.07K+ 23.06% |
$366K - $404K
|
37.8K
$2.21M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
6.98K+ 24.3% |
$362K - $399K
|
35.7K
$2.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
6.97KNew |
$361K - $398K
|
6.97K
$408K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
6.96KNew |
$360K - $398K
|
6.96K
$408K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
6.94K+ 11.13% |
$360K - $397K
|
69.3K
$4.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
6.89KNew |
$357K - $394K
|
6.89K
$404K
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
6.77K+ 7.27% |
$351K - $387K
|
99.9K
$5.85M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
6.75K+ 6.32% |
$350K - $386K
|
114K
$6.66M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
6.69K+ 53.56% |
$347K - $382K
|
19.2K
$1.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
6.68K+ 4.88% |
$346K - $382K
|
144K
$8.41M
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
6.58K+ 5.79% |
$341K - $376K
|
120K
$7.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
6.55KNew |
$339K - $374K
|
6.55K
$383K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
6.44K+ 15.11% |
$333K - $368K
|
49K
$2.87M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
6.41K+ 26.97% |
$332K - $367K
|
30.2K
$1.77M
|
|
|
Feb 12, 2025
Q4 2024
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
BUY
|
- |
6.4KNew |
$331K - $366K
|
6.4K
$375K
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
6.36K+ 10.38% |
$329K - $364K
|
67.7K
$3.96M
|
|
|
Feb 04, 2025
Q4 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
6.33K+ 17.81% |
$328K - $362K
|
41.9K
$2.45M
|
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
BUY
|
- |
6.32K+ 2.39% |
$327K - $361K
|
271K
$15.8M
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
6.16KNew |
$319K - $352K
|
6.16K
$361K
|
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
6.12K+ 16.64% |
$317K - $350K
|
42.9K
$2.51M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
6.11K+ 28.04% |
$316K - $349K
|
27.9K
$1.63M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
6.11KNew |
$316K - $349K
|
6.11K
$357K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
6.01KNew |
$311K - $344K
|
6.01K
$352K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
5.99K+ 29.36% |
$310K - $342K
|
26.4K
$1.55M
|
|
|
Jan 17, 2025
Q4 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
5.99K+ 7.75% |
$310K - $342K
|
83.3K
$4.87M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
5.78KNew |
$299K - $330K
|
5.78K
$338K
|
|
|
Jan 17, 2025
Q4 2024
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
5.77KNew |
$299K - $330K
|
5.77K
$338K
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
5.73K+ 3.7% |
$297K - $328K
|
161K
$9.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
5.72K+ 4.69% |
$296K - $327K
|
128K
$7.47M
|
|
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
5.7KNew |
$295K - $326K
|
5.7K
$334K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
5.64K+ 105.25% |
$292K - $322K
|
11K
$644K
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
5.63K+ 3.43% |
$291K - $321K
|
169K
$9.92M
|
|
|
Feb 10, 2025
Q4 2024
|
Addison Capital CO
|
BUY
|
- |
5.57K+ 27.04% |
$289K - $318K
|
26.2K
$1.53M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
5.56KNew |
$288K - $317K
|
5.56K
$325K
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
5.49KNew |
$284K - $313K
|
5.49K
$321K
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
5.48K+ 14.56% |
$284K - $313K
|
43.2K
$2.53M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
5.45K+ 3.6% |
$282K - $312K
|
157K
$9.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
5.41K+ 56.56% |
$280K - $309K
|
15K
$876K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
5.35KNew |
$277K - $306K
|
5.35K
$313K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.35K+ 17.31% |
$277K - $306K
|
36.2K
$2.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
5.16K+ 3.15% |
$267K - $295K
|
169K
$9.87M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
5.15K+ 9.59% |
$267K - $294K
|
58.8K
$3.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
5.15KNew |
$267K - $294K
|
5.15K
$301K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
5.14KNew |
$266K - $294K
|
5.14K
$301K
|
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
5.14KNew |
$266K - $294K
|
5.14K
$301K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5.1K+ 12.74% |
$264K - $292K
|
45.2K
$2.64M
|
|
|
Feb 12, 2025
Q4 2024
|
Valence8 Us LP
Cambridge, MA |
BUY
|
- |
5.06K+ 1.27% |
$262K - $289K
|
404K
$23.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
5.03K+ 1.62% |
$260K - $287K
|
315K
$18.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
4.96KNew |
$257K - $284K
|
4.96K
$290K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
4.96K+ 19.77% |
$257K - $284K
|
30.1K
$1.76M
|