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 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-7.85K- 20.26% |
$407K - $477K
|
30.9K
$1.97M
|
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-7.9K- 13.85% |
$410K - $480K
|
49.1K
$3.12M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-8.13K- 20.99% |
$422K - $494K
|
30.6K
$1.95M
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-8.25K- 3.36% |
$428K - $501K
|
237K
$15.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-8.42K- 12.44% |
$437K - $511K
|
59.3K
$3.77M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-8.43K- 24.27% |
$437K - $512K
|
26.3K
$1.67M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-8.46K- 88.39% |
$439K - $514K
|
1.11K
$70.7K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-8.56K- 49.1% |
$444K - $520K
|
8.87K
$564K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-8.57K- 12.7% |
$445K - $521K
|
59K
$3.75M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-8.68K- 24.82% |
$451K - $527K
|
26.3K
$1.67M
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-8.97K- 18.21% |
$466K - $545K
|
40.3K
$2.56M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-9.05K- 15.61% |
$469K - $549K
|
48.9K
$3.11M
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
SELL
|
- |
-9.47K- 12.33% |
$491K - $575K
|
67.4K
$4.28M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-9.55K- 4.85% |
$495K - $580K
|
187K
$11.9M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-9.57K- 1.24% |
$497K - $581K
|
762K
$48.5M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-9.79K- 1.87% |
$508K - $594K
|
514K
$32.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-9.84K- 24.47% |
$510K - $598K
|
30.4K
$1.93M
|
|
|
Apr 29, 2025
Q1 2025
|
Bush Investment Group, LLC
Valdosta, GA |
SELL
|
- |
-10K- 20.96% |
$519K - $608K
|
37.7K
$2.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-10.2K- 23.73% |
$529K - $619K
|
32.7K
$2.08M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-10.2K- 16.72% |
$529K - $619K
|
50.8K
$3.23M
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-10.6K- 43.0% |
$551K - $644K
|
14.1K
$895K
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-10.6K- 13.72% |
$552K - $646K
|
66.9K
$4.26M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-10.7K- 6.9% |
$554K - $649K
|
144K
$9.16M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-10.9K- 7.93% |
$567K - $664K
|
127K
$8.07M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-11K- 5.53% |
$571K - $668K
|
188K
$12M
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-11.6K- 0.81% |
$603K - $705K
|
1.41M
$89.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
SELL
|
- |
-11.7K- 14.87% |
$604K - $708K
|
66.7K
$4.24M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-11.8K- 3.94% |
$612K - $717K
|
288K
$18.3M
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-11.9K- 17.39% |
$618K - $724K
|
56.6K
$3.6M
|
|
|
May 15, 2025
Q1 2025
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-12K- 53.12% |
$621K - $726K
|
10.6K
$671K
|
|
|
May 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-12K- 11.76% |
$621K - $727K
|
89.7K
$5.71M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-12.2K- 16.01% |
$632K - $740K
|
64K
$4.07M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-12.3K- 29.92% |
$639K - $748K
|
28.9K
$1.84M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-12.6K- 21.44% |
$654K - $766K
|
46.2K
$2.94M
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-12.6K- 13.78% |
$656K - $768K
|
79.1K
$5.03M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-12.8K- 15.35% |
$664K - $777K
|
70.6K
$4.49M
|
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-13K- 20.48% |
$673K - $788K
|
50.4K
$3.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-13K- 21.25% |
$674K - $789K
|
48.1K
$3.06M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-13.6K- 5.49% |
$707K - $827K
|
234K
$14.9M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-13.7K- 21.71% |
$709K - $830K
|
49.3K
$3.13M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-13.9K- 15.48% |
$719K - $841K
|
75.7K
$4.81M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
SELL
|
- |
-14.1K- 4.12% |
$729K - $853K
|
327K
$20.8M
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-14.4K- 35.65% |
$746K - $874K
|
26K
$1.65M
|
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-14.6K- 22.7% |
$756K - $885K
|
49.6K
$3.15M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-14.8K- 20.48% |
$768K - $899K
|
57.5K
$3.66M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-14.9K- 1.0% |
$773K - $904K
|
1.47M
$93.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-15.1K- 15.99% |
$782K - $916K
|
79.2K
$5.04M
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
SELL
|
- |
-15.2K- 24.47% |
$790K - $925K
|
47K
$2.99M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-15.2K- 24.2% |
$791K - $926K
|
47.8K
$3.04M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-15.5K- 7.15% |
$804K - $941K
|
201K
$12.8M
|