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
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-40K- 3.3% |
$2.08M - $2.43M
|
1.17M
$74.6M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-40.9K- 1.2% |
$2.12M - $2.49M
|
3.38M
$215M
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-41.3K- 51.44% |
$2.14M - $2.51M
|
39K
$2.48M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-43.1K- 14.58% |
$2.23M - $2.61M
|
252K
$16M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-43.4K- 8.86% |
$2.25M - $2.64M
|
446K
$28.4M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-45.5K- 26.6% |
$2.36M - $2.77M
|
126K
$7.99M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-45.6K- 18.98% |
$2.36M - $2.77M
|
195K
$12.4M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-46.2K- 1.13% |
$2.4M - $2.8M
|
4.04M
$257M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-46.3K- 16.14% |
$2.4M - $2.81M
|
241K
$15.3M
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-48.8K- 16.29% |
$2.53M - $2.96M
|
251K
$16M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-50.4K- 4.25% |
$2.62M - $3.06M
|
1.14M
$72.2M
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
SELL
|
- |
-52K- 13.82% |
$2.7M - $3.16M
|
324K
$20.6M
|
|
|
Apr 14, 2025
Q1 2025
|
One Advisory Partners, LLC
|
SELL
|
- |
-52.2K- 24.05% |
$2.71M - $3.17M
|
165K
$10.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-53.6K- 19.82% |
$2.78M - $3.26M
|
217K
$13.8M
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-55.3K- 26.98% |
$2.87M - $3.36M
|
150K
$9.52M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-55.5K- 48.36% |
$2.88M - $3.37M
|
59.3K
$3.77M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-56.2K- 1.93% |
$2.92M - $3.42M
|
2.85M
$181M
|
|
|
May 22, 2025
Q1 2025
|
Kilter Group LLC
Rhinebeck, NY |
SELL
|
- |
-56.5K- 26.5% |
$2.93M - $3.43M
|
157K
$9.97M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-58.4K- 16.07% |
$3.03M - $3.54M
|
305K
$19.4M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-59.8K- 8.23% |
$3.1M - $3.63M
|
667K
$42.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-60.8K- 15.88% |
$3.15M - $3.69M
|
322K
$20.5M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-62.8K- 18.68% |
$3.26M - $3.82M
|
274K
$17.4M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-63.3K- 11.12% |
$3.28M - $3.84M
|
505K
$32.1M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-63.9K- 13.87% |
$3.32M - $3.88M
|
397K
$25.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-65.1K- 37.2% |
$3.37M - $3.95M
|
110K
$6.99M
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-65.5K- 17.3% |
$3.4M - $3.98M
|
313K
$19.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-66.3K- 21.16% |
$3.44M - $4.03M
|
247K
$15.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
SELL
|
- |
-66.3K- 24.51% |
$3.44M - $4.03M
|
204K
$13M
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-73.9K- 35.3% |
$3.84M - $4.49M
|
135K
$8.62M
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-74.4K- 34.66% |
$3.86M - $4.52M
|
140K
$8.92M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-74.6K- 18.95% |
$3.87M - $4.53M
|
319K
$20.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-78.2K- 25.06% |
$4.06M - $4.75M
|
234K
$14.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-81.7K- 59.43% |
$4.24M - $4.96M
|
55.8K
$3.55M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-82.7K- 25.85% |
$4.29M - $5.02M
|
237K
$15.1M
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-83.5K- 14.08% |
$4.33M - $5.07M
|
510K
$32.4M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-84.7K- 26.91% |
$4.39M - $5.14M
|
230K
$14.6M
|
|
|
May 06, 2025
Q1 2025
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-90.5K- 11.35% |
$4.69M - $5.49M
|
707K
$45M
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-95.4K- 34.14% |
$4.95M - $5.8M
|
184K
$11.7M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-95.8K- 45.77% |
$4.97M - $5.82M
|
114K
$7.22M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-96.5K- 17.46% |
$5.01M - $5.86M
|
456K
$29M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-97.7K- 4.87% |
$5.07M - $5.93M
|
1.91M
$121M
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-98K- 24.27% |
$5.09M - $5.95M
|
306K
$19.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
SELL
|
- |
-101K- 99.11% |
$5.24M - $6.14M
|
912
$58K
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-108K- 24.34% |
$5.6M - $6.55M
|
335K
$21.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-108K- 13.58% |
$5.62M - $6.58M
|
690K
$43.9M
|
|
|
May 19, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-109K- 35.03% |
$5.67M - $6.63M
|
203K
$12.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-110K- 19.41% |
$5.68M - $6.65M
|
455K
$28.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-111K- 95.91% |
$5.75M - $6.73M
|
4.72K
$300K
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-116K- 36.68% |
$6.03M - $7.06M
|
201K
$12.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-119K- 98.3% |
$6.17M - $7.23M
|
2.05K
$131K
|