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 15, 2024
Q1 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
1.68K+ 18.42% |
$84.6K - $91.4K
|
10.8K
$584K
|
|
|
Apr 29, 2024
Q1 2024
|
Lansing Street Advisors
|
BUY
|
- |
1.62K+ 3.37% |
$81.9K - $88.5K
|
49.8K
$2.7M
|
|
|
Apr 25, 2024
Q1 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
1.5K+ 17.05% |
$75.7K - $81.8K
|
10.3K
$558K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.43KNew |
$72.1K - $77.9K
|
1.43K
$77.4K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.43K+ 2.27% |
$72K - $77.8K
|
64.3K
$3.48M
|
|
|
May 15, 2024
Q1 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
1.42K+ 2.88% |
$71.8K - $77.6K
|
50.9K
$2.76M
|
|
|
Apr 19, 2024
Q1 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
1.34K+ 0.81% |
$67.5K - $72.9K
|
166K
$8.98M
|
|
|
Apr 19, 2024
Q1 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
1.31K+ 3.07% |
$66.3K - $71.6K
|
44.2K
$2.39M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.3K+ 0.74% |
$65.7K - $71K
|
177K
$9.61M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.25K+ 2.11% |
$62.8K - $67.9K
|
60.4K
$3.27M
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
1.21K+ 5.55% |
$60.8K - $65.7K
|
22.9K
$1.24M
|
|
|
May 13, 2024
Q1 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
1.06K+ 1.36% |
$53.2K - $57.5K
|
78.4K
$4.25M
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
1.05K+ 7.0% |
$53K - $57.2K
|
16.1K
$870K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
1.04K+ 54.9% |
$52.3K - $56.5K
|
2.93K
$159K
|
|
|
May 02, 2024
Q1 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
978+ 21.91% |
$49.3K - $53.3K
|
5.44K
$295K
|
|
|
May 06, 2024
Q1 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
970+ 24.61% |
$48.9K - $52.9K
|
4.91K
$266K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
965+ 100.84% |
$48.7K - $52.6K
|
1.92K
$104K
|
|
|
May 15, 2024
Q1 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
956+ 2.14% |
$48.2K - $52.1K
|
45.6K
$2.47M
|
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
954New |
$48.1K - $52K
|
954
$51.7K
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
BUY
|
- |
910+ 1.13% |
$45.9K - $49.6K
|
81.4K
$4.41M
|
|
|
May 06, 2024
Q1 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
909+ 2.01% |
$45.9K - $49.5K
|
46.2K
$2.5M
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
880New |
$44.4K - $48K
|
880
$47.7K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
877+ 135.34% |
$44.3K - $47.8K
|
1.53K
$82.6K
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
825+ 1.93% |
$41.6K - $45K
|
43.7K
$2.36M
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
806+ 7.13% |
$40.7K - $43.9K
|
12.1K
$656K
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
BUY
|
- |
755+ 2.48% |
$38.1K - $41.1K
|
31.2K
$1.69M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
750New |
$37.8K - $40.9K
|
750
$40.6K
|
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
746+ 0.53% |
$37.6K - $40.7K
|
142K
$7.67M
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
724+ 10.1% |
$36.5K - $39.5K
|
7.89K
$427K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
688+ 11.46% |
$34.7K - $37.5K
|
6.69K
$363K
|
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
688+ 6.77% |
$34.7K - $37.5K
|
10.9K
$588K
|
|
|
May 31, 2024
Q1 2024
|
First Citizens Financial Corp
|
BUY
|
- |
667+ 4.78% |
$33.7K - $36.4K
|
14.6K
$792K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
666+ 6.13% |
$33.6K - $36.3K
|
11.5K
$625K
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
664+ 392.9% |
$33.5K - $36.2K
|
833
$45.1K
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
662+ 4.26% |
$33.4K - $36.1K
|
16.2K
$879K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
659+ 784.52% |
$33.3K - $35.9K
|
743
$40.3K
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
632+ 14.06% |
$31.9K - $34.4K
|
5.13K
$278K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
625+ 3.34% |
$31.5K - $34.1K
|
19.4K
$1.05M
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
575New |
$29K - $31.3K
|
575
$31.2K
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
512+ 10.87% |
$25.8K - $27.9K
|
5.22K
$283K
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
504+ 11.0% |
$25.4K - $27.5K
|
5.09K
$276K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
500+ 2.71% |
$25.2K - $27.3K
|
18.9K
$1.03M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
491+ 1.56% |
$24.8K - $26.8K
|
32K
$1.73M
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
489+ 15.25% |
$24.7K - $26.7K
|
3.7K
$200K
|
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
436+ 0.19% |
$22K - $23.8K
|
225K
$12.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
425+ 0.73% |
$21.4K - $23.2K
|
58.7K
$3.18M
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
415+ 2.38% |
$20.9K - $22.6K
|
17.9K
$968K
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
405+ 4.24% |
$20.4K - $22.1K
|
9.96K
$540K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
395+ 7.3% |
$19.9K - $21.5K
|
5.81K
$315K
|
|
|
Apr 23, 2024
Q1 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
368+ 2.22% |
$18.6K - $20.1K
|
16.9K
$916K
|