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 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-293- 1.55% |
$15.2K - $16.7K
|
18.7K
$1.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-305- 4.3% |
$15.8K - $17.4K
|
6.79K
$378K
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-316- 4.71% |
$16.4K - $18.1K
|
6.39K
$355K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-319- 5.04% |
$16.5K - $18.2K
|
6.01K
$334K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-324- 0.65% |
$16.8K - $18.5K
|
49.7K
$2.76M
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-325- 3.96% |
$16.8K - $18.6K
|
7.88K
$438K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-325- 0.03% |
$16.8K - $18.6K
|
1.11M
$61.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-342- 84.86% |
$17.7K - $19.5K
|
61
$3.39K
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-348- 0.61% |
$18K - $19.9K
|
57K
$3.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-349- 4.5% |
$18.1K - $19.9K
|
7.41K
$412K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-354- 2.63% |
$18.3K - $20.2K
|
13.1K
$729K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-360- 0.59% |
$18.6K - $20.6K
|
61.1K
$3.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-364- 1.12% |
$18.8K - $20.8K
|
32K
$1.78M
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-395- 5.49% |
$20.5K - $22.6K
|
6.79K
$378K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-408- 13.39% |
$21.1K - $23.3K
|
2.64K
$147K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-410- 1.77% |
$21.2K - $23.4K
|
22.8K
$1.27M
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-423- 0.51% |
$21.9K - $24.2K
|
82.9K
$4.61M
|
|
|
Feb 07, 2025
Q4 2024
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-436- 1.21% |
$22.6K - $24.9K
|
35.6K
$1.98M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-462- 0.3% |
$23.9K - $26.4K
|
155K
$8.6M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-500- 96.9% |
$25.9K - $28.6K
|
16
$890
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-500- 10.62% |
$25.9K - $28.6K
|
4.21K
$234K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-515- 15.2% |
$26.7K - $29.4K
|
2.87K
$160K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-538- 5.1% |
$27.9K - $30.7K
|
10K
$557K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-547- 70.4% |
$28.3K - $31.3K
|
230
$12.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-552- 1.17% |
$28.6K - $31.5K
|
46.6K
$2.59M
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-599- 4.34% |
$31K - $34.2K
|
13.2K
$733K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-640- 6.57% |
$33.1K - $36.6K
|
9.11K
$506K
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-664- 9.36% |
$34.4K - $37.9K
|
6.43K
$358K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-670- 0.84% |
$34.7K - $38.3K
|
79K
$4.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-671- 4.3% |
$34.7K - $38.3K
|
14.9K
$830K
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
SELL
|
- |
-679- 11.52% |
$35.2K - $38.8K
|
5.22K
$290K
|
|
|
Jan 16, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-690- 1.88% |
$35.7K - $39.4K
|
35.9K
$2M
|
|
|
Feb 07, 2025
Q4 2024
|
Claris Advisors, LLC
|
SELL
|
- |
-745- 8.93% |
$38.6K - $42.6K
|
7.6K
$423K
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-769- 2.94% |
$39.8K - $43.9K
|
25.4K
$1.41M
|
|
|
Feb 06, 2025
Q4 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-844- 0.42% |
$43.7K - $48.2K
|
199K
$11.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-866- 3.97% |
$44.8K - $49.5K
|
20.9K
$1.16M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-900- 16.44% |
$46.6K - $51.4K
|
4.57K
$254K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-910- 7.93% |
$47.1K - $52K
|
10.6K
$587K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.07K- 12.93% |
$55.2K - $61K
|
7.18K
$399K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.1K- 1.35% |
$57K - $62.9K
|
80.5K
$4.48M
|
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-1.1K- 4.21% |
$57.1K - $63K
|
25.1K
$1.39M
|
|
|
Feb 06, 2025
Q4 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-1.17K- 8.85% |
$60.8K - $67.1K
|
12.1K
$673K
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-1.25K- 0.49% |
$64.9K - $71.7K
|
255K
$14.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-1.33K- 4.64% |
$69.1K - $76.2K
|
27.4K
$1.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-1.45K- 22.02% |
$74.9K - $82.7K
|
5.13K
$285K
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-1.6K- 6.36% |
$83K - $91.6K
|
23.6K
$1.31M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-1.62K- 2.34% |
$84K - $92.8K
|
67.7K
$3.76M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-1.64K- 11.97% |
$85.1K - $94K
|
12.1K
$672K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.67K- 15.54% |
$86.6K - $95.6K
|
9.08K
$505K
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-1.68K- 11.65% |
$87K - $96K
|
12.7K
$709K
|