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 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
891+ 1.39% |
$46.2K - $54.1K
|
65.2K
$4.15M
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
838+ 30.57% |
$43.5K - $50.9K
|
3.58K
$228K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
831+ 11.57% |
$43.1K - $50.5K
|
8.01K
$510K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
830New |
$43.1K - $50.4K
|
830
$52.8K
|
|
|
May 01, 2025
Q1 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
760+ 18.78% |
$39.4K - $46.2K
|
4.81K
$306K
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
BUY
|
- |
738+ 5.59% |
$38.3K - $44.8K
|
13.9K
$886K
|
|
|
Apr 30, 2025
Q1 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
728New |
$37.8K - $44.2K
|
728
$46.3K
|
|
|
May 15, 2025
Q1 2025
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
721+ 25.86% |
$37.4K - $43.8K
|
3.51K
$223K
|
|
|
May 01, 2025
Q1 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
707+ 0.92% |
$36.7K - $42.9K
|
77.7K
$4.94M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
676+ 10.1% |
$35.1K - $41.1K
|
7.37K
$469K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
658+ 4.24% |
$34.1K - $40K
|
16.2K
$1.03M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
639+ 8.1% |
$33.2K - $38.8K
|
8.53K
$543K
|
|
|
Apr 14, 2025
Q1 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
636+ 9.28% |
$33K - $38.6K
|
7.49K
$476K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
615+ 42.56% |
$31.9K - $37.3K
|
2.06K
$131K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
583+ 8.04% |
$30.2K - $35.4K
|
7.83K
$498K
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
565+ 2.15% |
$29.3K - $34.3K
|
26.8K
$1.7M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
547+ 3.0% |
$28.4K - $33.2K
|
18.8K
$1.19M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
546+ 1.51% |
$28.3K - $33.2K
|
36.8K
$2.34M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
529+ 8.49% |
$27.4K - $32.1K
|
6.76K
$430K
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
528New |
$27.4K - $32.1K
|
528
$33.6K
|
|
|
May 05, 2025
Q1 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
526+ 7.36% |
$27.3K - $31.9K
|
7.67K
$488K
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
516+ 5.46% |
$26.8K - $31.3K
|
9.96K
$633K
|
|
|
May 09, 2025
Q1 2025
|
Wells Financial Advisors Inc
|
BUY
|
- |
500+ 107.53% |
$25.9K - $30.4K
|
965
$61.4K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
500+ 2000.0% |
$25.9K - $30.4K
|
525
$33.4K
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
490+ 257.89% |
$25.4K - $29.8K
|
680
$43.2K
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
481+ 1.23% |
$25K - $29.2K
|
39.4K
$2.51M
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
480+ 3.57% |
$24.9K - $29.2K
|
13.9K
$887K
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
470+ 9.48% |
$24.4K - $28.5K
|
5.43K
$345K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
460New |
$23.9K - $27.9K
|
460
$29.3K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
447+ 11.12% |
$23.2K - $27.1K
|
4.47K
$284K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
435+ 9.71% |
$22.6K - $26.4K
|
4.91K
$313K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
433+ 9.8% |
$22.5K - $26.3K
|
4.85K
$309K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
429+ 3.16% |
$22.3K - $26.1K
|
14K
$891K
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
424+ 8.25% |
$22K - $25.7K
|
5.56K
$354K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
414+ 0.73% |
$21.5K - $25.1K
|
57.4K
$3.65M
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
401+ 15.2% |
$20.8K - $24.4K
|
3.04K
$193K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
368+ 17.29% |
$19.1K - $22.3K
|
2.5K
$159K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
355+ 4.28% |
$18.4K - $21.6K
|
8.64K
$550K
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
354+ 6.84% |
$18.4K - $21.5K
|
5.53K
$352K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
354+ 6.62% |
$18.4K - $21.5K
|
5.7K
$363K
|
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
320+ 2.0% |
$16.6K - $19.4K
|
16.4K
$1.04M
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
319+ 312.75% |
$16.5K - $19.4K
|
421
$26.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
317+ 0.81% |
$16.4K - $19.3K
|
39.3K
$2.5M
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
302+ 2.33% |
$15.7K - $18.3K
|
13.3K
$845K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
301+ 4.65% |
$15.6K - $18.3K
|
6.78K
$431K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
299+ 119.6% |
$15.5K - $18.2K
|
549
$34.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
293+ 2.91% |
$15.2K - $17.8K
|
10.4K
$659K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
260+ 0.25% |
$13.5K - $15.8K
|
105K
$6.65M
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
258+ 3.45% |
$13.4K - $15.7K
|
7.73K
$492K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
223+ 3.62% |
$11.6K - $13.5K
|
6.38K
$406K
|