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 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-4.37K- 12.24% |
$227K - $266K
|
31.3K
$1.99M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-4.46K- 5.88% |
$231K - $271K
|
71.3K
$4.53M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-4.51K- 1.21% |
$234K - $274K
|
369K
$23.5M
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-4.51K- 3.97% |
$234K - $274K
|
109K
$6.94M
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-4.52K- 24.49% |
$235K - $275K
|
13.9K
$887K
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
SELL
|
- |
-4.54K- 22.76% |
$235K - $276K
|
15.4K
$980K
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-4.55K- 3.44% |
$236K - $277K
|
128K
$8.12M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
SELL
|
- |
-4.64K- 6.15% |
$241K - $282K
|
70.9K
$4.51M
|
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-4.68K- 7.46% |
$243K - $284K
|
58K
$3.69M
|
|
|
May 06, 2025
Q1 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-4.71K- 11.42% |
$244K - $286K
|
36.5K
$2.32M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-4.78K- 2.65% |
$248K - $290K
|
176K
$11.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-4.86K- 13.67% |
$252K - $295K
|
30.7K
$1.95M
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-5.02K- 14.1% |
$261K - $305K
|
30.6K
$1.95M
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-5.05K- 7.67% |
$262K - $307K
|
60.8K
$3.87M
|
|
|
Apr 24, 2025
Q1 2025
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
SELL
|
- |
-5.17K- 9.65% |
$268K - $314K
|
48.4K
$3.08M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-5.17K- 14.52% |
$268K - $314K
|
30.4K
$1.93M
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-5.28K- 11.27% |
$274K - $321K
|
41.6K
$2.64M
|
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-5.37K- 10.2% |
$278K - $326K
|
47.2K
$3M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-5.46K- 7.27% |
$283K - $331K
|
69.6K
$4.43M
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-5.66K- 35.82% |
$294K - $344K
|
10.1K
$645K
|
|
|
May 06, 2025
Q1 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-5.66K- 29.41% |
$294K - $344K
|
13.6K
$865K
|
|
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-5.7KClosed |
$296K - $346K
|
0
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-5.82K- 16.81% |
$302K - $353K
|
28.8K
$1.83M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-5.88K- 26.74% |
$305K - $357K
|
16.1K
$1.02M
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-5.93K- 22.95% |
$308K - $360K
|
19.9K
$1.27M
|
|
|
May 15, 2025
Q1 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
SELL
|
- |
-6K- 6.33% |
$311K - $365K
|
88.8K
$5.65M
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-6.03K- 48.94% |
$313K - $366K
|
6.29K
$400K
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-6.13K- 11.48% |
$318K - $372K
|
47.3K
$3.01M
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-6.33K- 7.69% |
$329K - $385K
|
76K
$4.84M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-6.38K- 3.44% |
$331K - $387K
|
179K
$11.4M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.42K- 17.42% |
$333K - $390K
|
30.4K
$1.94M
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-6.64K- 48.32% |
$344K - $403K
|
7.1K
$451K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-6.66K- 35.9% |
$346K - $404K
|
11.9K
$756K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-6.75K- 15.44% |
$350K - $410K
|
37K
$2.35M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-6.79K- 5.95% |
$352K - $412K
|
107K
$6.83M
|
|
|
May 07, 2025
Q1 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-6.84K- 9.94% |
$355K - $416K
|
62K
$3.94M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-6.86K- 4.44% |
$356K - $417K
|
148K
$9.39M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-6.88K- 13.56% |
$357K - $418K
|
43.8K
$2.79M
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-6.94K- 6.94% |
$360K - $421K
|
93K
$5.91M
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-6.96K- 18.23% |
$361K - $423K
|
31.2K
$1.99M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-7K- 0.66% |
$363K - $425K
|
1.06M
$67.2M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-7.2K- 11.54% |
$374K - $437K
|
55.2K
$3.51M
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-7.23K- 2.83% |
$375K - $439K
|
248K
$15.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-7.28K- 17.14% |
$378K - $442K
|
35.2K
$2.24M
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-7.37K- 22.76% |
$383K - $448K
|
25K
$1.59M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-7.39K- 62.29% |
$383K - $449K
|
4.47K
$285K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-7.45K- 30.51% |
$386K - $452K
|
17K
$1.08M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-7.5K- 26.53% |
$389K - $455K
|
20.8K
$1.32M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-7.62K- 18.19% |
$395K - $462K
|
34.2K
$2.18M
|
|
|
Apr 14, 2025
Q1 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-7.83K- 10.93% |
$406K - $476K
|
63.8K
$4.06M
|