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 |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-821- 10.06% |
$42.5K - $47.6K
|
7.34K
$403K
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-814- 5.64% |
$42.1K - $47.2K
|
13.6K
$748K
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-814- 5.48% |
$42.1K - $47.2K
|
14K
$771K
|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-804- 5.51% |
$41.6K - $46.6K
|
13.8K
$758K
|
|
Nov 01, 2024
Q3 2024
|
Townsend & Associates, Inc
|
SELL
|
- |
-801- 0.17% |
$41.4K - $46.4K
|
471K
$25.9M
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-800- 0.2% |
$41.4K - $46.4K
|
391K
$21.5M
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-794- 55.45% |
$41.1K - $46K
|
638
$35.1K
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-725- 12.43% |
$37.5K - $42K
|
5.11K
$281K
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-721- 3.65% |
$37.3K - $41.8K
|
19K
$1.05M
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-713- 0.85% |
$36.9K - $41.3K
|
83.3K
$4.58M
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-641- 14.1% |
$33.2K - $37.2K
|
3.91K
$215K
|
|
Oct 11, 2024
Q3 2024
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-615- 1.88% |
$31.8K - $35.6K
|
32K
$1.76M
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-610- 3.65% |
$31.5K - $35.4K
|
16.1K
$884K
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-571- 3.36% |
$29.5K - $33.1K
|
16.4K
$902K
|
|
Oct 24, 2024
Q3 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-564- 6.43% |
$29.2K - $32.7K
|
8.21K
$451K
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-562- 8.23% |
$29.1K - $32.6K
|
6.27K
$344K
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
SELL
|
- |
-561- 4.12% |
$29K - $32.5K
|
13.1K
$717K
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-556- 3.95% |
$28.8K - $32.2K
|
13.5K
$742K
|
|
Nov 04, 2024
Q3 2024
|
Weil Company, Inc.
|
SELL
|
- |
-541- 1.62% |
$28K - $31.4K
|
32.9K
$1.81M
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-524- 61.43% |
$27.1K - $30.4K
|
329
$18.1K
|
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-516- 1.93% |
$26.7K - $29.9K
|
26.2K
$1.44M
|
|
Oct 16, 2024
Q3 2024
|
G&S Capital LLC
|
SELL
|
- |
-512- 2.02% |
$26.5K - $29.7K
|
24.8K
$1.37M
|
|
Oct 08, 2024
Q3 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-490- 1.93% |
$25.3K - $28.4K
|
24.9K
$1.37M
|
|
Nov 07, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-485- 0.14% |
$25.1K - $28.1K
|
351K
$19.3M
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-482- 16.64% |
$24.9K - $27.9K
|
2.41K
$133K
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-452- 6.25% |
$23.4K - $26.2K
|
6.78K
$373K
|
|
Dec 10, 2024
Q3 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-410- 5.4% |
$21.2K - $23.8K
|
7.19K
$395K
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
SELL
|
- |
-405- 6.43% |
$20.9K - $23.5K
|
5.9K
$324K
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-405- 0.34% |
$20.9K - $23.5K
|
117K
$6.44M
|
|
Oct 28, 2024
Q3 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-399- 0.96% |
$20.6K - $23.1K
|
41.3K
$2.27M
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-387- 3.4% |
$20K - $22.4K
|
11K
$605K
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-365- 8.33% |
$18.9K - $21.2K
|
4.02K
$221K
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-361- 0.84% |
$18.7K - $20.9K
|
42.6K
$2.34M
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-360- 2.03% |
$18.6K - $20.9K
|
17.4K
$954K
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-350- 4.57% |
$18.1K - $20.3K
|
7.3K
$401K
|
|
Oct 07, 2024
Q3 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-349- 5.42% |
$18.1K - $20.2K
|
6.09K
$335K
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-337- 0.41% |
$17.4K - $19.5K
|
82.6K
$4.54M
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
SELL
|
- |
-333- 1.61% |
$17.2K - $19.3K
|
20.4K
$1.12M
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-329- 0.4% |
$17K - $19.1K
|
82K
$4.5M
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-318- 4.45% |
$16.4K - $18.4K
|
6.83K
$375K
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-318- 1.15% |
$16.4K - $18.4K
|
27.4K
$1.51M
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-314- 3.12% |
$16.2K - $18.2K
|
9.75K
$535K
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-308- 2.44% |
$15.9K - $17.9K
|
12.3K
$675K
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-299- 9.42% |
$15.5K - $17.3K
|
2.87K
$158K
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-291- 1.82% |
$15.1K - $16.9K
|
15.7K
$864K
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-286- 2.7% |
$14.8K - $16.6K
|
10.3K
$567K
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-279- 2.92% |
$14.4K - $16.2K
|
9.29K
$510K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-271- 0.63% |
$14K - $15.7K
|
42.5K
$2.33M
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-265- 1.51% |
$13.7K - $15.4K
|
17.2K
$947K
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-265- 7.37% |
$13.7K - $15.4K
|
3.33K
$183K
|