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
|
Creative Planning
Overland Park, KS |
BUY
|
- |
42.5K+ 24.95% |
$2.2M - $2.58M
|
213K
$13.5M
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
40.8K+ 106.27% |
$2.12M - $2.48M
|
79.2K
$5.03M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
38.7K+ 107586.11% |
$2.01M - $2.35M
|
38.8K
$2.47M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
33.6K+ 1.32% |
$1.74M - $2.04M
|
2.58M
$164M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
33.6K+ 19.54% |
$1.74M - $2.04M
|
206K
$13.1M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
33.5KNew |
$1.74M - $2.04M
|
33.5K
$2.13M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
33K+ 18.27% |
$1.71M - $2.01M
|
214K
$13.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
32.4K+ 10.24% |
$1.68M - $1.97M
|
349K
$22.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
30.1KNew |
$1.56M - $1.83M
|
30.1K
$1.91M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
29.8KNew |
$1.55M - $1.81M
|
29.8K
$1.9M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
29.6K+ 42.74% |
$1.53M - $1.79M
|
98.7K
$6.28M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
29.3K+ 107.76% |
$1.52M - $1.78M
|
56.4K
$3.59M
|
|
|
May 14, 2025
Q1 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
27.8KNew |
$1.44M - $1.69M
|
27.8K
$1.77M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
25.3K+ 27.9% |
$1.31M - $1.54M
|
116K
$7.37M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
25.1K+ 16.27% |
$1.3M - $1.52M
|
179K
$11.4M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
23.8K+ 2124.38% |
$1.23M - $1.44M
|
24.9K
$1.58M
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
23.7KNew |
$1.23M - $1.44M
|
23.7K
$1.51M
|
|
|
May 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
23.6KNew |
$1.23M - $1.43M
|
23.6K
$1.5M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
23.5K+ 39.6% |
$1.22M - $1.43M
|
82.9K
$5.27M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
22.7K+ 41.29% |
$1.18M - $1.38M
|
77.5K
$4.93M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
22.5K+ 7.64% |
$1.16M - $1.36M
|
316K
$20.1M
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
BUY
|
- |
22.4K+ 16.76% |
$1.16M - $1.36M
|
156K
$9.92M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
21.6K+ 86.1% |
$1.12M - $1.31M
|
46.8K
$2.97M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
21.6K+ 20.41% |
$1.12M - $1.31M
|
127K
$8.09M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
21.3KNew |
$1.1M - $1.29M
|
21.3K
$1.35M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
20KNew |
$1.04M - $1.21M
|
20K
$1.27M
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
19.8K+ 12.84% |
$1.03M - $1.2M
|
174K
$11.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
19.8K+ 5.03% |
$1.03M - $1.2M
|
413K
$26.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
18.5K+ 99.31% |
$960K - $1.12M
|
37.1K
$2.36M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
17.1K+ 4.48% |
$887K - $1.04M
|
399K
$25.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
16.5K+ 103.73% |
$858K - $1M
|
32.5K
$2.06M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
16.5K+ 8.89% |
$857K - $1M
|
202K
$12.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
16.5K+ 1.87% |
$855K - $1M
|
899K
$57.1M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
16.3K+ 18.41% |
$848K - $993K
|
105K
$6.69M
|
|
|
May 14, 2025
Q1 2025
|
Retirement Capital Strategies
|
BUY
|
- |
16.2KNew |
$840K - $983K
|
16.2K
$1.03M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
16.1KNew |
$834K - $976K
|
16.1K
$1.02M
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
16.1K+ 334.3% |
$834K - $976K
|
20.9K
$1.33M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
16.1KNew |
$834K - $976K
|
16.1K
$1.02M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
15.8K+ 1104.06% |
$819K - $958K
|
17.2K
$1.09M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
15.6K+ 267.41% |
$810K - $948K
|
21.4K
$1.36M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
15.2KNew |
$790K - $924K
|
15.2K
$968K
|
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
14.6K+ 13.87% |
$756K - $885K
|
120K
$7.61M
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
14.4K+ 1567.58% |
$745K - $872K
|
15.3K
$971K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
14K+ 4.47% |
$726K - $849K
|
327K
$20.8M
|
|
|
May 12, 2025
Q1 2025
|
Valence8 Us LP
Cambridge, MA |
BUY
|
- |
12.8K+ 3.16% |
$663K - $776K
|
417K
$26.5M
|
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
12.3K+ 23.17% |
$639K - $748K
|
65.5K
$4.16M
|
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
12.1K+ 163.42% |
$628K - $736K
|
19.5K
$1.24M
|
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
BUY
|
- |
11.9K+ 93.02% |
$615K - $720K
|
24.6K
$1.56M
|
|
|
Apr 22, 2025
Q1 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
11.6K+ 11.44% |
$599K - $702K
|
113K
$7.16M
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
11.5KNew |
$594K - $696K
|
11.5K
$729K
|