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 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
49+ 0.11% |
$2.47K - $2.67K
|
42.7K
$2.31M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
49+ 0.77% |
$2.47K - $2.67K
|
6.4K
$347K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
48+ 1.1% |
$2.42K - $2.62K
|
4.42K
$240K
|
|
|
May 08, 2024
Q1 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
48+ 5.2% |
$2.42K - $2.62K
|
971
$52.6K
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
47+ 0.94% |
$2.37K - $2.56K
|
5.02K
$272K
|
|
|
Apr 17, 2024
Q1 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
47+ 8.5% |
$2.37K - $2.56K
|
600
$32.5K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
44+ 0.33% |
$2.22K - $2.4K
|
13.4K
$726K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
BUY
|
- |
38New |
$1.92K - $2.07K
|
38
$2.06K
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
37+ 0.48% |
$1.87K - $2.02K
|
7.72K
$418K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
25+ 0.32% |
$1.26K - $1.36K
|
7.96K
$431K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
23+ 0.19% |
$1.16K - $1.25K
|
11.9K
$646K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
23+ 16.43% |
$1.16K - $1.25K
|
163
$8.83K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
20+ 11.63% |
$1.01K - $1.09K
|
192
$10.4K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
19+ 0.14% |
$959 - $1.04K
|
13.5K
$729K
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
16New |
$807 - $872
|
16
$867
|
|
|
Apr 25, 2024
Q1 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
10+ 0.06% |
$505 - $545
|
15.4K
$835K
|
|
|
May 02, 2024
Q1 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
7+ 0.08% |
$353 - $382
|
9.14K
$495K
|
|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
7+ 0.02% |
$353 - $382
|
36.7K
$1.99M
|
|
|
Apr 18, 2024
Q1 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
3New |
$151 - $164
|
3
$163
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
3+ 0.16% |
$151 - $164
|
1.91K
$103K
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
2New |
$101 - $109
|
2
$108
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1- 0.01% |
$50.5 - $54.5
|
7.44K
$403K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1- 0.76% |
$50.5 - $54.5
|
130
$7.04K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-3- 0.03% |
$151 - $164
|
9.99K
$541K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-5- 0.34% |
$252 - $273
|
1.45K
$78.6K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-7- 0.1% |
$353 - $382
|
7.27K
$394K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-8- 2.41% |
$404 - $436
|
324
$17.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Bray Capital Advisors
|
SELL
|
- |
-8- 15.09% |
$404 - $436
|
45
$2.44K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-14- 1.06% |
$706 - $763
|
1.31K
$71.1K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-17- 23.29% |
$858 - $927
|
56
$3.03K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-17- 0.23% |
$858 - $927
|
7.29K
$395K
|
|
|
Apr 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-18- 0.3% |
$908 - $981
|
6.05K
$328K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-19- 0.4% |
$959 - $1.04K
|
4.7K
$255K
|
|
|
May 15, 2024
Q1 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-19- 0.22% |
$959 - $1.04K
|
8.71K
$472K
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-26- 0.5% |
$1.31K - $1.42K
|
5.22K
$283K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-30- 1.09% |
$1.51K - $1.64K
|
2.73K
$148K
|
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-31- 0.21% |
$1.56K - $1.69K
|
14.7K
$796K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-35- 2.05% |
$1.77K - $1.91K
|
1.67K
$90.6K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-36- 0.91% |
$1.82K - $1.96K
|
3.91K
$212K
|
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
SELL
|
- |
-40- 0.04% |
$2.02K - $2.18K
|
110K
$5.94M
|
|
|
Apr 25, 2024
Q1 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-48- 1.17% |
$2.42K - $2.62K
|
4.05K
$219K
|
|
|
May 17, 2024
Q1 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-56- 0.43% |
$2.83K - $3.05K
|
12.9K
$701K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-60- 6.03% |
$3.03K - $3.27K
|
935
$50.7K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-61- 0.77% |
$3.08K - $3.32K
|
7.89K
$428K
|
|
|
Aug 01, 2024
Q1 2024
|
Squire Investment Management Company, LLC
Orem, UT |
SELL
|
- |
-64- 0.46% |
$3.23K - $3.49K
|
14K
$757K
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-66- 0.69% |
$3.33K - $3.6K
|
9.44K
$512K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-68- 0.29% |
$3.43K - $3.71K
|
23.5K
$1.28M
|
|
|
May 14, 2024
Q1 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-83- 0.14% |
$4.19K - $4.52K
|
57.2K
$3.1M
|
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-89- 1.19% |
$4.49K - $4.85K
|
7.38K
$400K
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-91- 18.06% |
$4.59K - $4.96K
|
413
$22.4K
|