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
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
1.62K+ 43.42% |
$83.7K - $92.4K
|
5.34K
$308K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1.58K+ 24.35% |
$82K - $90.5K
|
8.08K
$467K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.54K+ 262.52% |
$79.8K - $88.1K
|
2.13K
$123K
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.53K+ 3.97% |
$79.4K - $87.7K
|
40.2K
$2.32M
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.52K+ 2.73% |
$78.4K - $86.6K
|
56.9K
$3.29M
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
1.46K+ 1.47% |
$75.8K - $83.7K
|
101K
$5.84M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.46K+ 20.07% |
$75.7K - $83.6K
|
8.75K
$505K
|
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
1.45K+ 2.2% |
$75.3K - $83.1K
|
67.6K
$3.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.45K+ 12.13% |
$75.1K - $82.9K
|
13.4K
$775K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.44K+ 2.0% |
$74.8K - $82.5K
|
73.8K
$4.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
1.41K+ 5.78% |
$73.1K - $80.7K
|
25.9K
$1.49M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
1.4K+ 2.38% |
$72.5K - $80K
|
60.2K
$3.48M
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1.4KNew |
$72.3K - $79.8K
|
1.4K
$80.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
1.37K+ 1.57% |
$71K - $78.4K
|
88.5K
$5.11M
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.37K+ 13.67% |
$70.8K - $78.2K
|
11.4K
$657K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.36K+ 8.45% |
$70.4K - $77.7K
|
17.5K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
1.35KNew |
$69.8K - $77K
|
1.35K
$77.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
1.31K+ 3.15% |
$67.6K - $74.6K
|
42.7K
$2.47M
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
1.29K+ 1.65% |
$66.8K - $73.7K
|
79.4K
$4.59M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.27K+ 4.7% |
$65.7K - $72.5K
|
28.3K
$1.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
1.24KNew |
$64.4K - $71.1K
|
1.24K
$71.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
1.24K+ 180.55% |
$64.4K - $71.1K
|
1.93K
$112K
|
|
|
Feb 11, 2025
Q4 2024
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
1.23K+ 33.86% |
$63.8K - $70.4K
|
4.87K
$281K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.22K+ 5.88% |
$63K - $69.5K
|
21.9K
$1.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
1.22K+ 0.44% |
$62.9K - $69.4K
|
279K
$16.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
1.21K+ 19.73% |
$62.6K - $69.1K
|
7.34K
$424K
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
1.21K+ 2.24% |
$62.5K - $69K
|
55K
$3.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.2K+ 23.86% |
$62.1K - $68.6K
|
6.23K
$360K
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.14K+ 0.63% |
$59.1K - $65.3K
|
183K
$10.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
1.14K+ 2.25% |
$58.8K - $64.9K
|
51.7K
$2.99M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.14K+ 21.63% |
$58.8K - $64.9K
|
6.38K
$369K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.05K+ 17.0% |
$54.3K - $59.9K
|
7.21K
$417K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1K+ 19.34% |
$51.9K - $57.3K
|
6.19K
$358K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
973+ 4.28% |
$50.4K - $55.6K
|
23.7K
$1.37M
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
959+ 1.16% |
$49.7K - $54.8K
|
83.6K
$4.83M
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
940+ 2.47% |
$48.7K - $53.7K
|
39K
$2.25M
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
933+ 17.27% |
$48.3K - $53.3K
|
6.34K
$366K
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
BUY
|
- |
929+ 0.88% |
$48.1K - $53.1K
|
106K
$6.13M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
894+ 12.46% |
$46.3K - $51.1K
|
8.07K
$466K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
866+ 2.8% |
$44.8K - $49.5K
|
31.8K
$1.83M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
865+ 96.22% |
$44.8K - $49.4K
|
1.76K
$102K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
852+ 4.74% |
$44.1K - $48.7K
|
18.8K
$1.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
851+ 1025.3% |
$44.1K - $48.6K
|
934
$54K
|
|
|
Jan 28, 2025
Q4 2024
|
Financial Life Advisors
|
BUY
|
- |
841+ 0.39% |
$43.5K - $48.1K
|
219K
$12.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
840+ 1.24% |
$43.5K - $48K
|
68.6K
$3.96M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
836+ 3.51% |
$43.3K - $47.8K
|
24.7K
$1.43M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
818+ 5.64% |
$42.4K - $46.7K
|
15.3K
$886K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
802New |
$41.5K - $45.8K
|
802
$46.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
800+ 1.81% |
$41.4K - $45.7K
|
44.9K
$2.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
799+ 1.27% |
$41.4K - $45.7K
|
64K
$3.69M
|