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
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.21K- 5.19% |
$115K - $134K
|
40.4K
$2.57M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-2.23K- 13.05% |
$115K - $135K
|
14.8K
$943K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-2.24K- 27.8% |
$116K - $136K
|
5.83K
$371K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.24K- 4.76% |
$116K - $136K
|
44.9K
$2.86M
|
|
|
May 02, 2025
Q1 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-2.27K- 4.4% |
$118K - $138K
|
49.3K
$3.14M
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-2.34K- 15.65% |
$121K - $142K
|
12.6K
$801K
|
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
SELL
|
- |
-2.43K- 23.18% |
$126K - $148K
|
8.07K
$513K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-2.46K- 21.61% |
$128K - $150K
|
8.93K
$568K
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-2.5K- 17.15% |
$130K - $152K
|
12.1K
$768K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.52K- 6.64% |
$130K - $153K
|
35.4K
$2.25M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-2.54K- 2.44% |
$132K - $154K
|
101K
$6.45M
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-2.69K- 1.59% |
$140K - $163K
|
167K
$10.6M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-2.72K- 12.94% |
$141K - $165K
|
18.3K
$1.17M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.76K- 0.73% |
$143K - $168K
|
377K
$24M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-2.84K- 6.05% |
$147K - $173K
|
44.1K
$2.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
SELL
|
- |
-2.85K- 4.73% |
$148K - $173K
|
57.3K
$3.65M
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
SELL
|
- |
-2.86K- 38.94% |
$148K - $173K
|
4.48K
$285K
|
|
|
May 02, 2025
Q1 2025
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-2.89K- 23.96% |
$150K - $175K
|
9.17K
$583K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-3K- 3.08% |
$155K - $182K
|
94.1K
$5.99M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-3.07K- 65.35% |
$159K - $186K
|
1.63K
$103K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.07K- 9.14% |
$159K - $186K
|
30.5K
$1.94M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
SELL
|
- |
-3.12K- 12.53% |
$162K - $189K
|
21.8K
$1.39M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-3.16K- 47.53% |
$164K - $192K
|
3.49K
$222K
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-3.17K- 35.63% |
$164K - $192K
|
5.72K
$364K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-3.23K- 2.06% |
$168K - $196K
|
154K
$9.79M
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
SELL
|
- |
-3.28K- 9.18% |
$170K - $199K
|
32.4K
$2.06M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-3.41K- 14.88% |
$177K - $207K
|
19.5K
$1.24M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-3.47K- 18.59% |
$180K - $211K
|
15.2K
$967K
|
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-3.51K- 9.73% |
$182K - $213K
|
32.6K
$2.07M
|
|
|
May 01, 2025
Q1 2025
|
Ma Private Wealth
|
SELL
|
- |
-3.52K- 0.9% |
$182K - $214K
|
389K
$24.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-3.53K- 10.76% |
$183K - $215K
|
29.3K
$1.86M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-3.6K- 11.92% |
$187K - $219K
|
26.6K
$1.69M
|
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-3.62K- 2.8% |
$188K - $220K
|
126K
$7.99M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-3.77K- 20.33% |
$195K - $229K
|
14.8K
$939K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-3.78K- 1.15% |
$196K - $230K
|
325K
$20.7M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-3.82K- 1.42% |
$198K - $232K
|
265K
$16.9M
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
SELL
|
- |
-3.87K- 12.21% |
$201K - $235K
|
27.8K
$1.77M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.9K- 9.92% |
$202K - $237K
|
35.4K
$2.25M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-3.95K- 3.32% |
$205K - $240K
|
115K
$7.32M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-3.99K- 5.76% |
$207K - $242K
|
65.3K
$4.16M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4K- 20.15% |
$208K - $243K
|
15.9K
$1.01M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-4.04K- 9.54% |
$210K - $245K
|
38.3K
$2.44M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-4.07K- 8.31% |
$211K - $247K
|
45K
$2.86M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-4.09K- 9.75% |
$212K - $248K
|
37.8K
$2.4M
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-4.09K- 22.51% |
$212K - $249K
|
14.1K
$896K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-4.1K- 15.66% |
$213K - $249K
|
22.1K
$1.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-4.2K- 15.93% |
$218K - $255K
|
22.2K
$1.41M
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-4.23K- 2.83% |
$219K - $257K
|
145K
$9.23M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-4.23K- 5.6% |
$220K - $257K
|
71.4K
$4.54M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-4.35K- 2.77% |
$226K - $264K
|
153K
$9.73M
|