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
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-15.8K- 4.95% |
$819K - $959K
|
303K
$19.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-15.9K- 11.26% |
$825K - $966K
|
125K
$7.97M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-16.1K- 8.71% |
$835K - $977K
|
169K
$10.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Riverwater Partners LLC
|
SELL
|
- |
-16.3K- 18.38% |
$845K - $989K
|
72.3K
$4.6M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-16.3K- 47.02% |
$847K - $992K
|
18.4K
$1.17M
|
|
|
Apr 10, 2025
Q1 2025
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-16.5K- 72.15% |
$854K - $1M
|
6.35K
$404K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-16.7K- 26.97% |
$867K - $1.02M
|
45.3K
$2.88M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-17.2K- 44.05% |
$891K - $1.04M
|
21.8K
$1.39M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-17.2K- 6.34% |
$893K - $1.04M
|
254K
$16.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-17.5K- 47.04% |
$906K - $1.06M
|
19.7K
$1.25M
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-17.9K- 7.06% |
$927K - $1.08M
|
235K
$15M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-18K- 4.32% |
$936K - $1.1M
|
400K
$25.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
SELL
|
- |
-18.5K- 16.06% |
$961K - $1.12M
|
96.8K
$6.16M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-18.8K- 10.65% |
$976K - $1.14M
|
158K
$10M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-19K- 16.55% |
$986K - $1.15M
|
95.8K
$6.09M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-20.3K- 44.71% |
$1.05M - $1.23M
|
25.1K
$1.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-20.8K- 81.89% |
$1.08M - $1.26M
|
4.59K
$292K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-20.8K- 13.26% |
$1.08M - $1.26M
|
136K
$8.67M
|
|
|
May 02, 2025
Q1 2025
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-21.2K- 35.45% |
$1.1M - $1.29M
|
38.7K
$2.46M
|
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-21.9K- 18.45% |
$1.14M - $1.33M
|
96.7K
$6.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-22.6K- 33.2% |
$1.17M - $1.37M
|
45.5K
$2.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-22.6K- 11.09% |
$1.17M - $1.38M
|
181K
$11.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-24.2K- 16.45% |
$1.25M - $1.47M
|
123K
$7.82M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-24.2K- 14.04% |
$1.26M - $1.47M
|
148K
$9.43M
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-24.7K- 15.39% |
$1.28M - $1.5M
|
136K
$8.64M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-25.2K- 29.82% |
$1.31M - $1.53M
|
59.4K
$3.78M
|
|
|
May 12, 2025
Q1 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-26.1K- 27.51% |
$1.35M - $1.58M
|
68.7K
$4.37M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-26.4K- 19.69% |
$1.37M - $1.6M
|
108K
$6.85M
|
|
|
May 13, 2025
Q1 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-26.6K- 18.07% |
$1.38M - $1.61M
|
120K
$7.66M
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-26.7K- 11.22% |
$1.39M - $1.62M
|
211K
$13.4M
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
SELL
|
- |
-27K- 9.06% |
$1.4M - $1.64M
|
271K
$17.2M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-27.7K- 28.25% |
$1.44M - $1.68M
|
70.4K
$4.47M
|
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-28.3K- 26.25% |
$1.47M - $1.72M
|
79.4K
$5.05M
|
|
|
May 15, 2025
Q1 2025
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-28.4K- 20.81% |
$1.47M - $1.72M
|
108K
$6.87M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-29.3K- 15.96% |
$1.52M - $1.78M
|
154K
$9.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-29.8K- 14.95% |
$1.55M - $1.81M
|
170K
$10.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-30.5K- 8.29% |
$1.58M - $1.85M
|
338K
$21.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-30.5K- 21.06% |
$1.58M - $1.85M
|
115K
$7.28M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-31.1K- 24.46% |
$1.61M - $1.89M
|
96.1K
$6.11M
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-31.4K- 28.94% |
$1.63M - $1.91M
|
77.1K
$4.9M
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-33.6K- 15.6% |
$1.74M - $2.04M
|
182K
$11.6M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-33.7K- 3.73% |
$1.75M - $2.05M
|
870K
$55.4M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-35.4K- 19.88% |
$1.84M - $2.15M
|
143K
$9.07M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-35.9K- 42.26% |
$1.86M - $2.18M
|
49K
$3.12M
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-36.4K- 25.67% |
$1.89M - $2.21M
|
105K
$6.71M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-37K- 15.27% |
$1.92M - $2.25M
|
205K
$13M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-37.7K- 26.73% |
$1.95M - $2.29M
|
103K
$6.57M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-37.7K- 20.44% |
$1.95M - $2.29M
|
147K
$9.33M
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-39K- 37.17% |
$2.03M - $2.37M
|
66K
$4.2M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-39.5K- 59.94% |
$2.05M - $2.4M
|
26.4K
$1.68M
|