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
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-549- 11.65% |
$28.5K - $33.3K
|
4.16K
$265K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-551- 2.14% |
$28.6K - $33.5K
|
25.1K
$1.6M
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
SELL
|
- |
-553- 6.23% |
$28.7K - $33.6K
|
8.33K
$529K
|
|
|
May 14, 2025
Q1 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-561- 6.23% |
$29.1K - $34.1K
|
8.44K
$537K
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-563- 2.25% |
$29.2K - $34.2K
|
24.5K
$1.56M
|
|
|
May 05, 2025
Q1 2025
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-579- 1.81% |
$30K - $35.2K
|
31.5K
$2M
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-608- 15.15% |
$31.5K - $36.9K
|
3.41K
$217K
|
|
|
May 15, 2025
Q1 2025
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-609- 5.36% |
$31.6K - $37K
|
10.8K
$684K
|
|
|
May 01, 2025
Q1 2025
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
SELL
|
- |
-642- 10.04% |
$33.3K - $39K
|
5.76K
$366K
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
SELL
|
- |
-653- 2.14% |
$33.9K - $39.7K
|
29.8K
$1.9M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-664- 2.08% |
$34.4K - $40.3K
|
31.3K
$1.99M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-676- 0.51% |
$35.1K - $41.1K
|
131K
$8.34M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-700- 1.35% |
$36.3K - $42.5K
|
51K
$3.24M
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-701- 8.77% |
$36.4K - $42.6K
|
7.29K
$464K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-702- 6.81% |
$36.4K - $42.6K
|
9.61K
$611K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-714- 2.23% |
$37K - $43.4K
|
31.3K
$1.99M
|
|
|
Apr 16, 2025
Q1 2025
|
Motive Wealth Advisors
|
SELL
|
- |
-738- 7.25% |
$38.3K - $44.8K
|
9.44K
$600K
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-747- 12.07% |
$38.8K - $45.4K
|
5.44K
$346K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-753- 11.78% |
$39.1K - $45.7K
|
5.64K
$359K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-755- 8.9% |
$39.2K - $45.9K
|
7.73K
$491K
|
|
|
Apr 29, 2025
Q1 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-757- 5.17% |
$39.3K - $46K
|
13.9K
$884K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-762- 7.21% |
$39.5K - $46.3K
|
9.8K
$623K
|
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-776- 1.15% |
$40.3K - $47.1K
|
66.8K
$4.25M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-779- 19.31% |
$40.4K - $47.3K
|
3.26K
$207K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-822- 19.14% |
$42.6K - $49.9K
|
3.47K
$221K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-822- 15.36% |
$42.6K - $49.9K
|
4.53K
$288K
|
|
|
Apr 28, 2025
Q1 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-831- 3.65% |
$43.1K - $50.5K
|
21.9K
$1.39M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-834- 4.78% |
$43.3K - $50.6K
|
16.6K
$1.06M
|
|
|
May 05, 2025
Q1 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-835- 18.81% |
$43.3K - $50.7K
|
3.6K
$229K
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-844- 6.03% |
$43.8K - $51.3K
|
13.1K
$836K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-865- 1.09% |
$44.9K - $52.5K
|
78.2K
$4.97M
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-897- 1.94% |
$46.5K - $54.5K
|
45.2K
$2.88M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-912- 5.15% |
$47.3K - $55.4K
|
16.8K
$1.07M
|
|
|
Jul 08, 2025
Q1 2025
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-930- 20.24% |
$48.2K - $56.5K
|
3.67K
$233K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-931- 4.25% |
$48.3K - $56.5K
|
21K
$1.33M
|
|
|
May 14, 2025
Q1 2025
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-936- 2.25% |
$48.6K - $56.8K
|
40.7K
$2.59M
|
|
|
Apr 15, 2025
Q1 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-939- 3.25% |
$48.7K - $57K
|
28K
$1.78M
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
SELL
|
- |
-946- 18.13% |
$49.1K - $57.5K
|
4.27K
$272K
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-947- 5.4% |
$49.1K - $57.5K
|
16.6K
$1.05M
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-948- 14.84% |
$49.2K - $57.6K
|
5.44K
$346K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-961- 6.05% |
$49.9K - $58.4K
|
14.9K
$949K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-975- 14.38% |
$50.6K - $59.2K
|
5.8K
$369K
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-994- 1.21% |
$51.6K - $60.4K
|
81.4K
$5.18M
|
|
|
May 08, 2025
Q1 2025
|
Squire Investment Management Company, LLC
Orem, UT |
SELL
|
- |
-1K- 9.59% |
$51.9K - $60.7K
|
9.42K
$599K
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-1.01K- 1.21% |
$52.3K - $61.2K
|
82.6K
$5.25M
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1.03K- 10.13% |
$53.2K - $62.3K
|
9.1K
$579K
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-1.03K- 5.22% |
$53.6K - $62.7K
|
18.8K
$1.19M
|
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
SELL
|
- |
-1.06K- 5.26% |
$54.8K - $64.1K
|
19K
$1.21M
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-1.08K- 16.66% |
$55.9K - $65.5K
|
5.39K
$343K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.08K- 13.46% |
$56K - $65.5K
|
6.94K
$441K
|