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 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.08K- 9.5% |
$56.1K - $65.6K
|
10.3K
$655K
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-1.1K- 4.89% |
$57.1K - $66.9K
|
21.4K
$1.36M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1.1K- 19.88% |
$57.3K - $67K
|
4.45K
$283K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.12K- 14.75% |
$58.1K - $68K
|
6.47K
$411K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-1.14K- 20.81% |
$59K - $69.1K
|
4.33K
$275K
|
|
|
May 14, 2025
Q1 2025
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.18K- 0.93% |
$61.3K - $71.7K
|
126K
$8.04M
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1.18K- 8.83% |
$61.4K - $71.9K
|
12.2K
$778K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.2K- 24.92% |
$62.2K - $72.8K
|
3.61K
$230K
|
|
|
Apr 28, 2025
Q1 2025
|
Fedenia Advisers LLC
Madison, WI |
SELL
|
- |
-1.25K- 6.25% |
$64.7K - $75.7K
|
18.7K
$1.19M
|
|
|
May 06, 2025
Q1 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-1.25K- 1.51% |
$65K - $76K
|
81.6K
$5.19M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.27K- 17.12% |
$65.8K - $77.1K
|
6.14K
$391K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.3K- 12.98% |
$67.4K - $78.9K
|
8.71K
$554K
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-1.31K- 13.7% |
$68.1K - $79.7K
|
8.27K
$526K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-1.31K- 11.96% |
$68.2K - $79.8K
|
9.68K
$615K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-1.33K- 26.69% |
$68.8K - $80.6K
|
3.64K
$232K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.39K- 6.61% |
$71.9K - $84.2K
|
19.6K
$1.25M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-1.39K- 12.48% |
$72K - $84.3K
|
9.73K
$619K
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
SELL
|
- |
-1.43K- 15.27% |
$74.4K - $87.1K
|
7.96K
$506K
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-1.55K- 12.01% |
$80.3K - $93.9K
|
11.3K
$721K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.61K- 14.26% |
$83.7K - $98K
|
9.7K
$617K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-1.63K- 1.5% |
$84.4K - $98.8K
|
107K
$6.79M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.63K- 9.81% |
$84.5K - $98.9K
|
15K
$952K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-1.63K- 7.79% |
$84.7K - $99.1K
|
19.3K
$1.23M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.63K- 2.61% |
$84.8K - $99.2K
|
60.9K
$3.87M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-1.67K- 1.29% |
$86.7K - $101K
|
128K
$8.14M
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-1.69K- 20.29% |
$87.5K - $102K
|
6.63K
$422K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.73K- 1.25% |
$89.6K - $105K
|
137K
$8.72M
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-1.76K- 23.74% |
$91.3K - $107K
|
5.65K
$359K
|
|
|
Apr 11, 2025
Q1 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-1.81K- 3.83% |
$94K - $110K
|
45.6K
$2.9M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.82K- 2.6% |
$94.6K - $111K
|
68.4K
$4.35M
|
|
|
Apr 21, 2025
Q1 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-1.88K- 2.94% |
$97.5K - $114K
|
62.1K
$3.95M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.91K- 0.49% |
$98.9K - $116K
|
383K
$24.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.91K- 2.5% |
$98.9K - $116K
|
74.3K
$4.73M
|
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
SELL
|
- |
-1.92K- 35.39% |
$99.5K - $116K
|
3.5K
$223K
|
|
|
Apr 09, 2025
Q1 2025
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-1.93K- 1.61% |
$100K - $117K
|
118K
$7.49M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.96K- 13.56% |
$101K - $119K
|
12.5K
$793K
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-1.98K- 5.35% |
$103K - $120K
|
35K
$2.23M
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-1.99K- 1.64% |
$103K - $121K
|
119K
$7.57M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2K- 33.27% |
$104K - $121K
|
4.01K
$255K
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-2K- 28.57% |
$104K - $121K
|
5K
$318K
|
|
|
May 14, 2025
Q1 2025
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-2K- 25.79% |
$104K - $121K
|
5.76K
$366K
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-2.01K- 0.79% |
$104K - $122K
|
252K
$16M
|
|
|
Apr 30, 2025
Q1 2025
|
Ascent Capital Management, LLC
Bend, OR |
SELL
|
- |
-2.02K- 1.85% |
$105K - $123K
|
107K
$6.82M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-2.03K- 6.76% |
$105K - $123K
|
28K
$1.78M
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-2.03K- 26.04% |
$105K - $123K
|
5.77K
$367K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-2.08K- 2.85% |
$108K - $126K
|
70.9K
$4.51M
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-2.12K- 38.65% |
$110K - $129K
|
3.37K
$214K
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-2.17K- 3.43% |
$112K - $131K
|
61K
$3.88M
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-2.18K- 1.19% |
$113K - $132K
|
180K
$11.5M
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-2.2K- 2.73% |
$114K - $133K
|
78.3K
$4.98M
|