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 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-16- 0.26% |
$828 - $914
|
6.06K
$333K
|
|
|
Jan 24, 2025
Q4 2024
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-19- 0.32% |
$984 - $1.09K
|
5.97K
$328K
|
|
|
Jan 22, 2025
Q4 2024
|
Bwm Planning, LLC
The Woodlands, TX |
SELL
|
- |
-20- 0.18% |
$1.04K - $1.14K
|
10.9K
$597K
|
|
|
Jan 31, 2025
Q4 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-33- 0.73% |
$1.71K - $1.89K
|
4.49K
$247K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-34- 0.24% |
$1.76K - $1.94K
|
14K
$772K
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-39- 0.21% |
$2.02K - $2.23K
|
18.9K
$1.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-46- 0.19% |
$2.38K - $2.63K
|
23.8K
$1.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-49- 0.23% |
$2.54K - $2.8K
|
21K
$1.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-50- 0.32% |
$2.59K - $2.86K
|
15.3K
$843K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-50- 0.92% |
$2.59K - $2.86K
|
5.39K
$296K
|
|
|
Jan 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-57- 0.07% |
$2.95K - $3.26K
|
77K
$4.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
SELL
|
- |
-59- 0.1% |
$3.06K - $3.37K
|
56.3K
$3.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-101- 0.59% |
$5.23K - $5.77K
|
17.1K
$941K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-106- 1.97% |
$5.49K - $6.06K
|
5.28K
$290K
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-112- 0.6% |
$5.8K - $6.4K
|
18.5K
$1.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-120- 1.76% |
$6.21K - $6.86K
|
6.71K
$369K
|
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
SELL
|
- |
-120- 0.99% |
$6.21K - $6.86K
|
12K
$658K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-128- 1.85% |
$6.63K - $7.32K
|
6.78K
$372K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-132- 1.95% |
$6.83K - $7.54K
|
6.65K
$365K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-143- 1.82% |
$7.4K - $8.17K
|
7.7K
$423K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-169- 10.47% |
$8.75K - $9.66K
|
1.45K
$79.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-174- 1.49% |
$9.01K - $9.94K
|
11.5K
$633K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-191- 0.25% |
$9.89K - $10.9K
|
75.1K
$4.12M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-202- 2.05% |
$10.5K - $11.5K
|
9.67K
$531K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-209- 4.48% |
$10.8K - $11.9K
|
4.46K
$245K
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-244- 0.32% |
$12.6K - $13.9K
|
75.6K
$4.15M
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-281- 80.98% |
$14.6K - $16.1K
|
66
$3.63K
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-316- 4.71% |
$16.4K - $18.1K
|
6.39K
$351K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-319- 5.04% |
$16.5K - $18.2K
|
6.01K
$330K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-324- 0.65% |
$16.8K - $18.5K
|
49.7K
$2.73M
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-325- 3.96% |
$16.8K - $18.6K
|
7.88K
$433K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-325- 0.03% |
$16.8K - $18.6K
|
1.11M
$61.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-342- 84.86% |
$17.7K - $19.5K
|
61
$3.35K
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-348- 0.61% |
$18K - $19.9K
|
57K
$3.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-354- 2.63% |
$18.3K - $20.2K
|
13.1K
$720K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-360- 0.59% |
$18.6K - $20.6K
|
61.1K
$3.36M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-364- 1.12% |
$18.8K - $20.8K
|
32K
$1.76M
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-395- 5.49% |
$20.5K - $22.6K
|
6.79K
$373K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-408- 13.39% |
$21.1K - $23.3K
|
2.64K
$145K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-423- 0.51% |
$21.9K - $24.2K
|
82.9K
$4.55M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-462- 0.3% |
$23.9K - $26.4K
|
155K
$8.5M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-500- 96.9% |
$25.9K - $28.6K
|
16
$879
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-500- 10.62% |
$25.9K - $28.6K
|
4.21K
$231K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-515- 15.2% |
$26.7K - $29.4K
|
2.87K
$158K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-538- 5.1% |
$27.9K - $30.7K
|
10K
$550K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-547- 70.4% |
$28.3K - $31.3K
|
230
$12.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-552- 1.17% |
$28.6K - $31.5K
|
46.6K
$2.56M
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-599- 4.34% |
$31K - $34.2K
|
13.2K
$725K
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-664- 9.36% |
$34.4K - $37.9K
|
6.43K
$353K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-670- 0.84% |
$34.7K - $38.3K
|
79K
$4.34M
|