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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-20.9K- 24.6% |
$1.06M - $1.14M
|
64.2K
$3.52M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-21.1K- 44.18% |
$1.06M - $1.15M
|
26.6K
$1.46M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-21.2K- 24.26% |
$1.07M - $1.16M
|
66.2K
$3.63M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-21.4K- 30.67% |
$1.08M - $1.17M
|
48.4K
$2.65M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-21.5K- 30.77% |
$1.08M - $1.17M
|
48.3K
$2.65M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-21.7K- 12.17% |
$1.09M - $1.18M
|
156K
$8.58M
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-22K- 12.37% |
$1.11M - $1.2M
|
156K
$8.56M
|
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-22.5K- 7.77% |
$1.13M - $1.23M
|
267K
$14.6M
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-23.6K- 28.27% |
$1.19M - $1.29M
|
60K
$3.29M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-23.9K- 60.01% |
$1.21M - $1.3M
|
15.9K
$874K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-23.9K- 7.22% |
$1.21M - $1.3M
|
307K
$16.9M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-24.3KClosed |
$1.23M - $1.33M
|
0
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-24.7K- 13.34% |
$1.25M - $1.35M
|
160K
$8.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-24.7K- 68.76% |
$1.25M - $1.35M
|
11.2K
$616K
|
|
|
May 06, 2024
Q1 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-25.9K- 26.25% |
$1.31M - $1.41M
|
72.7K
$3.99M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-26K- 17.79% |
$1.31M - $1.42M
|
120K
$6.59M
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-27.7K- 91.83% |
$1.4M - $1.51M
|
2.46K
$135K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-29.9K- 41.04% |
$1.51M - $1.63M
|
43K
$2.36M
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-32.4K- 28.79% |
$1.64M - $1.77M
|
80.2K
$4.4M
|
|
|
Apr 02, 2024
Q1 2024
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-33.3K- 25.29% |
$1.68M - $1.82M
|
98.5K
$5.4M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-33.9K- 2.75% |
$1.71M - $1.85M
|
1.2M
$65.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-34.2K- 40.3% |
$1.72M - $1.86M
|
50.6K
$2.78M
|
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-35.1K- 79.08% |
$1.77M - $1.92M
|
9.3K
$510K
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-36.5K- 73.83% |
$1.84M - $1.99M
|
13K
$710K
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-37K- 87.94% |
$1.87M - $2.02M
|
5.07K
$278K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-38K- 12.15% |
$1.92M - $2.07M
|
274K
$15.1M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-38.8K- 19.92% |
$1.96M - $2.12M
|
156K
$8.57M
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-39.1K- 19.53% |
$1.97M - $2.13M
|
161K
$8.84M
|
|
|
May 31, 2024
Q1 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
SELL
|
- |
-39.4K- 48.57% |
$1.99M - $2.15M
|
41.7K
$2.29M
|
|
|
Aug 13, 2024
Q1 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-39.7K- 8.6% |
$2M - $2.16M
|
421K
$23.1M
|
|
|
May 14, 2024
Q1 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-39.7K- 8.6% |
$2M - $2.16M
|
421K
$23.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-39.8K- 27.37% |
$2.01M - $2.17M
|
106K
$5.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-39.9K- 30.12% |
$2.01M - $2.17M
|
92.5K
$5.08M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-40.7K- 45.23% |
$2.05M - $2.22M
|
49.3K
$2.7M
|
|
|
Apr 11, 2024
Q1 2024
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-41K- 72.68% |
$2.07M - $2.24M
|
15.4K
$846K
|
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-41.8K- 25.52% |
$2.11M - $2.28M
|
122K
$6.69M
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-44.8K- 51.26% |
$2.26M - $2.44M
|
42.6K
$2.34M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-45.2K- 47.72% |
$2.28M - $2.47M
|
49.6K
$2.72M
|
|
|
May 03, 2024
Q1 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-46.6K- 41.22% |
$2.35M - $2.54M
|
66.4K
$3.64M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-46.7K- 23.26% |
$2.36M - $2.54M
|
154K
$8.45M
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-46.8K- 21.01% |
$2.36M - $2.55M
|
176K
$9.66M
|
|
|
May 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-47.2K- 32.45% |
$2.38M - $2.57M
|
98.3K
$5.4M
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
SELL
|
- |
-48K- 20.58% |
$2.42M - $2.62M
|
185K
$10.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-49.7K- 27.11% |
$2.51M - $2.71M
|
134K
$7.33M
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-52.1K- 27.59% |
$2.63M - $2.84M
|
137K
$7.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-53.9K- 5.24% |
$2.72M - $2.94M
|
974K
$53.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-54.6K- 37.72% |
$2.75M - $2.97M
|
90.1K
$4.94M
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-55.6K- 32.27% |
$2.8M - $3.03M
|
117K
$6.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-55.8K- 8.45% |
$2.81M - $3.04M
|
604K
$33.1M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-58K- 41.45% |
$2.92M - $3.16M
|
81.9K
$4.49M
|