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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-125K- 15.1% |
$6.47M - $7.57M
|
701K
$44.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-126K- 28.37% |
$6.55M - $7.67M
|
319K
$20.3M
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-130K- 9.91% |
$6.75M - $7.9M
|
1.18M
$75.2M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-131K- 23.51% |
$6.8M - $7.96M
|
426K
$27.1M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-134K- 28.67% |
$6.96M - $8.15M
|
334K
$21.2M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-147K- 17.86% |
$7.6M - $8.9M
|
674K
$42.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-148K- 94.15% |
$7.66M - $8.96M
|
9.17K
$583K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-148K- 25.66% |
$7.68M - $9M
|
429K
$27.3M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-151K- 21.59% |
$7.83M - $9.16M
|
548K
$34.9M
|
|
|
May 13, 2025
Q1 2025
|
Covenant Partners, LLC
|
SELL
|
- |
-165K- 30.13% |
$8.55M - $10M
|
382K
$24.3M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-168K- 23.44% |
$8.71M - $10.2M
|
548K
$34.9M
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-168K- 48.93% |
$8.73M - $10.2M
|
176K
$11.2M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-173K- 9.85% |
$9M - $10.5M
|
1.59M
$101M
|
|
|
May 09, 2025
Q1 2025
|
Keeler T Homas Management LLC
|
SELL
|
- |
-178K- 85.16% |
$9.24M - $10.8M
|
31K
$1.97M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-188K- 15.68% |
$9.77M - $11.4M
|
1.01M
$64.4M
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-191K- 56.62% |
$9.92M - $11.6M
|
147K
$9.32M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-208KClosed |
$10.8M - $12.6M
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-209K- 90.44% |
$10.8M - $12.7M
|
22.1K
$1.4M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-210K- 22.93% |
$10.9M - $12.8M
|
706K
$44.9M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-233K- 7.77% |
$12.1M - $14.2M
|
2.77M
$176M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-241K- 18.63% |
$12.5M - $14.6M
|
1.05M
$66.8M
|
|
|
May 12, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-261K- 74.24% |
$13.6M - $15.9M
|
90.7K
$5.77M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-341K- 23.24% |
$17.7M - $20.7M
|
1.13M
$71.6M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-356K- 22.87% |
$18.4M - $21.6M
|
1.2M
$76.3M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-356K- 13.54% |
$18.5M - $21.6M
|
2.27M
$145M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-367K- 20.43% |
$19.1M - $22.3M
|
1.43M
$91M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-379K- 10.09% |
$19.7M - $23M
|
3.38M
$215M
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
SELL
|
- |
-434K- 24.62% |
$22.5M - $26.4M
|
1.33M
$84.5M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-493K- 22.97% |
$25.6M - $29.9M
|
1.65M
$105M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-585K- 99.42% |
$30.3M - $35.5M
|
3.4K
$216K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-593K- 24.67% |
$30.7M - $36M
|
1.81M
$115M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-682K- 49.63% |
$35.4M - $41.4M
|
693K
$44.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-716K- 22.67% |
$37.1M - $43.5M
|
2.44M
$155M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-718K- 12.42% |
$37.3M - $43.6M
|
5.06M
$322M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-729K- 7.71% |
$37.8M - $44.3M
|
8.72M
$555M
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-737K- 30.04% |
$38.3M - $44.8M
|
1.72M
$109M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-804K- 8.18% |
$41.7M - $48.8M
|
9.03M
$574M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-1.12M- 43.58% |
$58.3M - $68.2M
|
1.45M
$92.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.15M- 18.58% |
$59.5M - $69.7M
|
5.03M
$320M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.42M- 23.47% |
$73.5M - $86.1M
|
4.62M
$294M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.03M- 14.17% |
$105M - $123M
|
12.3M
$782M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.14M- 12.43% |
$111M - $130M
|
15.1M
$958M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-3.17M- 25.17% |
$165M - $193M
|
9.43M
$600M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.21M- 30.81% |
$167M - $195M
|
7.22M
$459M
|
|
|
May 06, 2025
Q1 2025
|
Auto Owners Insurance CO
Lansing, MI |
SELL
|
- |
-3.59M- 78.23% |
$186M - $218M
|
999K
$63.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-11.3M- 19.44% |
$585M - $685M
|
46.7M
$2.97B
|