Latest Institutional Sells of Msci Eafe Value ETF (EFV)
This list provides information on the latest institutional transactions involving Msci Eafe Value ETF (EFV) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-12.9M- 25.93% |
$650M - $702M
|
36.8M
$2.07B
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.7M- 84.43% |
$187M - $201M
|
681K
$38.3M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.85M- 24.16% |
$144M - $156M
|
8.96M
$504M
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.74M- 19.81% |
$87.9M - $95M
|
7.05M
$397M
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.64M- 25.81% |
$82.8M - $89.4M
|
4.72M
$265M
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.53M- 9.45% |
$77.4M - $83.6M
|
14.7M
$827M
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.4M- 25.52% |
$70.8M - $76.5M
|
4.1M
$231M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.27M- 16.14% |
$64.3M - $69.4M
|
6.62M
$372M
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.22M- 10.19% |
$61.4M - $66.3M
|
10.7M
$604M
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-879K- 50.12% |
$44.4M - $47.9M
|
875K
$49.2M
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-834K- 52.2% |
$42.1M - $45.4M
|
763K
$43M
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-817K- 24.74% |
$41.2M - $44.5M
|
2.49M
$140M
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-777K- 29.07% |
$39.2M - $42.4M
|
1.9M
$107M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-759K- 7.46% |
$38.3M - $41.4M
|
9.42M
$530M
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-557K- 99.17% |
$28.1M - $30.3M
|
4.66K
$262K
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-527K- 35.29% |
$26.6M - $28.7M
|
966K
$54.4M
|
|
Apr 02, 2024
Q1 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-521K- 49.25% |
$26.3M - $28.4M
|
537K
$30.2M
|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
SELL
|
- |
-436K- 31.64% |
$22M - $23.7M
|
941K
$53M
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-374K- 98.09% |
$18.9M - $20.4M
|
7.3K
$411K
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-370K- 47.88% |
$18.7M - $20.2M
|
403K
$22.7M
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-367K- 13.28% |
$18.5M - $20M
|
2.4M
$135M
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-315K- 17.15% |
$15.9M - $17.2M
|
1.52M
$85.7M
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-308K- 17.99% |
$15.5M - $16.8M
|
1.4M
$78.9M
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-277K- 24.3% |
$14M - $15.1M
|
863K
$48.6M
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-250K- 22.53% |
$12.6M - $13.6M
|
859K
$48.3M
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-213K- 15.62% |
$10.7M - $11.6M
|
1.15M
$64.7M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-213K- 25.24% |
$10.7M - $11.6M
|
630K
$35.5M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-211K- 12.38% |
$10.6M - $11.5M
|
1.49M
$84M
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-204K- 20.82% |
$10.3M - $11.1M
|
775K
$43.6M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-203K- 6.75% |
$10.3M - $11.1M
|
2.81M
$158M
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-197K- 19.94% |
$9.92M - $10.7M
|
789K
$44.4M
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-180K- 46.38% |
$9.09M - $9.82M
|
208K
$11.7M
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-180K- 19.63% |
$9.08M - $9.81M
|
737K
$41.5M
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-175K- 20.59% |
$8.85M - $9.56M
|
677K
$38.1M
|
|
Apr 30, 2024
Q1 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-174K- 97.51% |
$8.77M - $9.47M
|
4.43K
$249K
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-173K- 19.49% |
$8.72M - $9.42M
|
714K
$40.2M
|
|
Apr 15, 2024
Q1 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-171K- 32.54% |
$8.65M - $9.34M
|
355K
$20M
|
|
Apr 22, 2024
Q1 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-168K- 77.27% |
$8.47M - $9.15M
|
49.4K
$2.78M
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-155K- 23.98% |
$7.81M - $8.43M
|
490K
$27.6M
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-154K- 26.02% |
$7.76M - $8.39M
|
438K
$24.6M
|
|
Apr 17, 2024
Q1 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-146K- 38.71% |
$7.36M - $7.95M
|
231K
$13M
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-138K- 4.78% |
$6.99M - $7.55M
|
2.76M
$155M
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-137K- 26.09% |
$6.92M - $7.47M
|
388K
$21.9M
|
|
May 09, 2024
Q1 2024
|
1 St Source Bank
|
SELL
|
- |
-129K- 48.15% |
$6.52M - $7.04M
|
139K
$7.83M
|
|
Apr 12, 2024
Q1 2024
|
Carlson Capital Management
|
SELL
|
- |
-128K- 93.9% |
$6.46M - $6.98M
|
8.31K
$468K
|
|
Apr 29, 2024
Q1 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-126K- 60.68% |
$6.37M - $6.87M
|
81.8K
$4.6M
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-119K- 22.23% |
$6M - $6.48M
|
416K
$23.4M
|
|
Apr 22, 2024
Q1 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-116K- 30.47% |
$5.86M - $6.33M
|
265K
$14.9M
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-108K- 31.01% |
$5.43M - $5.86M
|
239K
$13.5M
|
|
Apr 11, 2024
Q1 2024
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-107K- 45.79% |
$5.4M - $5.84M
|
127K
$7.13M
|