Purchases and Sales Made in Q1 2025 in Msci Eafe Value ETF (EFV)
This table provides information about the institutional ownership of Msci Eafe Value ETF (EFV) during Q1 2025. 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, 2025
Q1 2025
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
3.35MNew |
$174M - $204M
|
3.35M
$213M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.24MNew |
$168M - $197M
|
3.24M
$206M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
1.58MNew |
$81.8M - $95.8M
|
1.58M
$100M
|
|
|
Apr 21, 2025
Q1 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
907K+ 5413.02% |
$47.1M - $55.1M
|
924K
$58.8M
|
|
|
May 06, 2025
Q1 2025
|
Johns Hopkins University
Baltimore, MD |
BUY
|
- |
906K+ 98.79% |
$47M - $55M
|
1.82M
$116M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
669K+ 169.51% |
$34.7M - $40.6M
|
1.06M
$67.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
622KNew |
$32.3M - $37.8M
|
622K
$39.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
487K+ 113.18% |
$25.2M - $29.5M
|
916K
$58.3M
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
BUY
|
- |
404K+ 380.06% |
$20.9M - $24.5M
|
510K
$32.4M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
395K+ 4.19% |
$20.5M - $24M
|
9.82M
$625M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
335K+ 22.53% |
$17.4M - $20.3M
|
1.82M
$116M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
312KNew |
$16.2M - $18.9M
|
312K
$19.8M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
274K+ 5832.81% |
$14.2M - $16.6M
|
278K
$17.7M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
271K+ 2.12% |
$14.1M - $16.5M
|
13.1M
$832M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
254K+ 1205.59% |
$13.2M - $15.4M
|
275K
$17.5M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
250KNew |
$12.9M - $15.2M
|
250K
$15.9M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
241K+ 216.48% |
$12.5M - $14.6M
|
352K
$22.4M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
221K+ 16.84% |
$11.5M - $13.4M
|
1.53M
$97.5M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
190KNew |
$9.88M - $11.6M
|
190K
$12.1M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
181KNew |
$9.4M - $11M
|
181K
$11.5M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
174KNew |
$9M - $10.5M
|
174K
$11M
|
|
|
Apr 25, 2025
Q1 2025
|
Townsend & Associates, Inc
|
BUY
|
- |
172K+ 36.46% |
$8.92M - $10.4M
|
644K
$40.9M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
158K+ 14.21% |
$8.2M - $9.6M
|
1.27M
$80.8M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
157K+ 74.53% |
$8.13M - $9.52M
|
367K
$23.3M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
157KNew |
$8.13M - $9.52M
|
157K
$9.97M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
153K+ 3292.1% |
$7.93M - $9.28M
|
157K
$10M
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
145K+ 125.04% |
$7.52M - $8.8M
|
261K
$16.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
139K+ 2187.26% |
$7.23M - $8.47M
|
146K
$9.27M
|
|
|
Apr 29, 2025
Q1 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
129KNew |
$6.7M - $7.85M
|
129K
$8.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
125K+ 331.63% |
$6.5M - $7.6M
|
163K
$10.4M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
120K+ 8124.39% |
$6.2M - $7.26M
|
121K
$7.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
113K+ 7.3% |
$5.87M - $6.88M
|
1.66M
$106M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
89.1KNew |
$4.62M - $5.41M
|
89.1K
$5.67M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
88.9KNew |
$4.61M - $5.4M
|
88.9K
$5.65M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
88.8KNew |
$4.61M - $5.39M
|
88.8K
$5.65M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
85.9K+ 19.9% |
$4.46M - $5.22M
|
518K
$32.9M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
77KNew |
$4M - $4.68M
|
77K
$4.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
65.2KNew |
$3.38M - $3.96M
|
65.2K
$4.15M
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
63.5KNew |
$3.29M - $3.86M
|
63.5K
$4.04M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
60.7K+ 3.67% |
$3.15M - $3.69M
|
1.71M
$109M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
60.5K+ 107.84% |
$3.14M - $3.67M
|
117K
$7.41M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
57.5K+ 130.56% |
$2.98M - $3.49M
|
102K
$6.46M
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
55.6K+ 96.65% |
$2.89M - $3.38M
|
113K
$7.2M
|
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
53.2K+ 17.38% |
$2.76M - $3.23M
|
359K
$22.9M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
53K+ 280.93% |
$2.75M - $3.22M
|
71.9K
$4.57M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
52.3K+ 185.28% |
$2.71M - $3.18M
|
80.6K
$5.12M
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
50.5KNew |
$2.62M - $3.07M
|
50.5K
$3.21M
|
|
|
May 02, 2025
Q1 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
48.3K+ 20.65% |
$2.5M - $2.93M
|
282K
$17.9M
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
47.3KNew |
$2.45M - $2.87M
|
47.3K
$3.01M
|
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
42.5KNew |
$2.21M - $2.58M
|
42.5K
$2.71M
|