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
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5.1K+ 12.74% |
$264K - $292K
|
45.2K
$2.87M
|
|
|
Feb 12, 2025
Q4 2024
|
Valence8 Us LP
Cambridge, MA |
BUY
|
- |
5.06K+ 1.27% |
$262K - $289K
|
404K
$25.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
5.03K+ 1.62% |
$260K - $287K
|
315K
$20M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
4.96K+ 19.77% |
$257K - $284K
|
30.1K
$1.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
4.96KNew |
$257K - $284K
|
4.96K
$316K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.92K+ 44.84% |
$255K - $281K
|
15.9K
$1.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
4.88K+ 15.25% |
$252K - $279K
|
36.8K
$2.34M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
4.86K+ 3.57% |
$252K - $278K
|
141K
$8.97M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.86K+ 15.82% |
$252K - $278K
|
35.6K
$2.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.85K+ 2.92% |
$251K - $277K
|
171K
$10.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
4.84K+ 5.25% |
$251K - $277K
|
97.1K
$6.18M
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
4.82K+ 37.02% |
$250K - $275K
|
17.8K
$1.14M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.81KNew |
$249K - $275K
|
4.81K
$306K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
4.79K+ 4.35% |
$248K - $274K
|
115K
$7.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
4.75KNew |
$246K - $271K
|
4.75K
$302K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.74K+ 33.55% |
$246K - $271K
|
18.9K
$1.2M
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
4.74K+ 7.43% |
$246K - $271K
|
68.6K
$4.36M
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
4.64KNew |
$240K - $265K
|
4.64K
$295K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.63K+ 4.22% |
$240K - $265K
|
114K
$7.27M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
4.57KNew |
$237K - $261K
|
4.57K
$291K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4.56K+ 5.36% |
$236K - $260K
|
89.5K
$5.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.55K+ 13.1% |
$235K - $260K
|
39.3K
$2.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
4.49KNew |
$233K - $257K
|
4.49K
$286K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
4.48KNew |
$232K - $256K
|
4.48K
$285K
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
4.46K+ 52.9% |
$231K - $255K
|
12.9K
$820K
|
|
|
Feb 14, 2025
Q4 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
4.21KNew |
$218K - $241K
|
4.21K
$268K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
4.16K+ 10151.22% |
$216K - $238K
|
4.2K
$267K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
4.12K+ 2.27% |
$213K - $235K
|
186K
$11.8M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
4.03KNew |
$209K - $231K
|
4.03K
$257K
|
|
|
Mar 04, 2025
Q4 2024
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
4.01KNew |
$207K - $229K
|
4.01K
$255K
|
|
|
Feb 11, 2025
Q4 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
3.97K+ 25.95% |
$206K - $227K
|
19.3K
$1.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3.95K+ 27.74% |
$204K - $226K
|
18.2K
$1.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.95K+ 1.91% |
$204K - $225K
|
210K
$13.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
3.93K+ 8.97% |
$204K - $225K
|
47.7K
$3.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.91K+ 2.33% |
$203K - $224K
|
172K
$10.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
3.86K+ 3.82% |
$200K - $221K
|
105K
$6.69M
|
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
BUY
|
- |
3.86K+ 15.53% |
$200K - $221K
|
28.7K
$1.83M
|
|
|
Feb 11, 2025
Q4 2024
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
3.84KNew |
$199K - $220K
|
3.84K
$244K
|
|
|
Jan 14, 2025
Q4 2024
|
Brave Asset Management Inc
|
BUY
|
- |
3.83K+ 0.83% |
$198K - $219K
|
466K
$29.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
3.78K+ 1.43% |
$196K - $216K
|
268K
$17M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
3.75K+ 28.69% |
$194K - $214K
|
16.8K
$1.07M
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
BUY
|
- |
3.66K+ 12.02% |
$189K - $209K
|
34.1K
$2.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.66K+ 21.03% |
$189K - $209K
|
21K
$1.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.63K+ 5.83% |
$188K - $208K
|
66K
$4.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
3.58K+ 13.0% |
$185K - $204K
|
31.1K
$1.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
3.57K+ 8.59% |
$185K - $204K
|
45.1K
$2.87M
|
|
|
May 14, 2025
Q4 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
3.49K+ 23.33% |
$181K - $200K
|
18.5K
$1.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
3.49K+ 24.88% |
$181K - $200K
|
17.5K
$1.12M
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
3.47K+ 27.81% |
$180K - $198K
|
15.9K
$1.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
3.45KNew |
$179K - $197K
|
3.45K
$219K
|