Purchases and Sales Made in Q1 2024 in Msci Eafe Value ETF (EFV)
This table provides information about the institutional ownership of Msci Eafe Value ETF (EFV) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-2.63K- 8.01% |
$133K - $143K
|
30.2K
$1.63M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.83K- 3.52% |
$143K - $154K
|
77.5K
$4.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-2.86K- 24.13% |
$144K - $156K
|
8.99K
$487K
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.93K- 31.04% |
$148K - $160K
|
6.51K
$353K
|
|
|
Jul 09, 2024
Q1 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-2.94K- 10.41% |
$148K - $160K
|
25.3K
$1.37M
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-2.94K- 37.56% |
$149K - $160K
|
4.89K
$265K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-2.97K- 16.57% |
$150K - $162K
|
15K
$811K
|
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
SELL
|
- |
-3.04K- 42.19% |
$154K - $166K
|
4.17K
$226K
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Life Advisors
|
SELL
|
- |
-3.15K- 1.3% |
$159K - $172K
|
240K
$13M
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-3.18K- 10.3% |
$160K - $173K
|
27.7K
$1.5M
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
SELL
|
- |
-3.18K- 12.72% |
$161K - $173K
|
21.8K
$1.18M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3.2K- 26.27% |
$161K - $174K
|
8.98K
$486K
|
|
|
May 10, 2024
Q1 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-3.3K- 35.96% |
$166K - $180K
|
5.87K
$318K
|
|
|
Apr 23, 2024
Q1 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-3.35K- 37.24% |
$169K - $183K
|
5.65K
$306K
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-3.36K- 31.91% |
$169K - $183K
|
7.16K
$388K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3.36K- 7.71% |
$169K - $183K
|
40.2K
$2.18M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.4K- 1.96% |
$171K - $185K
|
170K
$9.19M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-3.43K- 18.5% |
$173K - $187K
|
15.1K
$819K
|
|
|
May 14, 2024
Q1 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-3.44K- 42.17% |
$174K - $188K
|
4.72K
$256K
|
|
|
May 01, 2024
Q1 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-3.47K- 43.29% |
$175K - $189K
|
4.55K
$246K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-3.58K- 22.67% |
$181K - $195K
|
12.2K
$663K
|
|
|
May 03, 2024
Q1 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-3.74K- 23.02% |
$189K - $204K
|
12.5K
$677K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-3.77K- 66.26% |
$190K - $206K
|
1.92K
$104K
|
|
|
Apr 26, 2024
Q1 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-3.8K- 6.52% |
$192K - $207K
|
54.4K
$2.95M
|
|
|
May 15, 2024
Q1 2024
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-3.8K- 0.64% |
$192K - $207K
|
586K
$31.7M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-3.84K- 14.48% |
$194K - $209K
|
22.7K
$1.23M
|
|
|
May 14, 2024
Q1 2024
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-3.89K- 26.58% |
$196K - $212K
|
10.8K
$582K
|
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
SELL
|
- |
-4.05K- 4.69% |
$204K - $221K
|
82.3K
$4.46M
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.08K- 1.67% |
$206K - $222K
|
240K
$13M
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-4.09K- 24.74% |
$206K - $223K
|
12.4K
$673K
|
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-4.11K- 3.5% |
$207K - $224K
|
113K
$6.14M
|
|
|
May 14, 2024
Q1 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-4.16K- 22.31% |
$210K - $227K
|
14.5K
$785K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.24K- 40.85% |
$214K - $231K
|
6.14K
$332K
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-4.41K- 35.74% |
$222K - $240K
|
7.92K
$429K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-4.58K- 32.33% |
$231K - $250K
|
9.59K
$520K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-4.71K- 28.48% |
$238K - $257K
|
11.8K
$641K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-4.83K- 5.81% |
$244K - $263K
|
78.4K
$4.25M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-4.9K- 3.16% |
$247K - $267K
|
150K
$8.14M
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-4.95K- 21.78% |
$250K - $270K
|
17.8K
$963K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-4.96K- 39.28% |
$250K - $270K
|
7.66K
$415K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-4.98K- 17.11% |
$251K - $272K
|
24.1K
$1.31M
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-5K- 34.2% |
$252K - $272K
|
9.61K
$521K
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-5.12K- 23.75% |
$258K - $279K
|
16.4K
$891K
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-5.19K- 27.89% |
$262K - $283K
|
13.4K
$727K
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-5.33K- 1.81% |
$269K - $290K
|
289K
$15.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-5.33K- 46.82% |
$269K - $291K
|
6.06K
$328K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-5.44K- 25.51% |
$274K - $296K
|
15.9K
$860K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-5.55K- 53.03% |
$280K - $302K
|
4.91K
$266K
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-5.72K- 2.21% |
$289K - $312K
|
253K
$13.7M
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-5.79K- 53.26% |
$292K - $316K
|
5.08K
$275K
|