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 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
211+ 0.18% |
$10.9K - $12.8K
|
115K
$7.31M
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
200New |
$10.4K - $12.1K
|
200
$12.7K
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
200+ 9.59% |
$10.4K - $12.1K
|
2.29K
$145K
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
195+ 1.69% |
$10.1K - $11.8K
|
11.7K
$745K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
193+ 105.46% |
$10K - $11.7K
|
376
$23.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
179+ 59.67% |
$9.29K - $10.9K
|
479
$30.5K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
178+ 2.35% |
$9.23K - $10.8K
|
7.75K
$493K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
175+ 1.96% |
$9.08K - $10.6K
|
9.08K
$578K
|
|
|
Apr 29, 2025
Q1 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
174+ 1.56% |
$9.03K - $10.6K
|
11.3K
$720K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
164+ 0.09% |
$8.51K - $9.96K
|
173K
$11M
|
|
|
Apr 09, 2025
Q1 2025
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
159New |
$8.25K - $9.66K
|
159
$10.1K
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
145+ 2.29% |
$7.52K - $8.81K
|
6.48K
$412K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
144+ 41.62% |
$7.47K - $8.75K
|
490
$31.2K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
130+ 0.31% |
$6.74K - $7.89K
|
42.1K
$2.68M
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
116New |
$6.02K - $7.04K
|
116
$7.38K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
108+ 0.56% |
$5.6K - $6.56K
|
19.3K
$1.23M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
106+ 0.63% |
$5.5K - $6.44K
|
16.9K
$1.08M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
100+ 0.83% |
$5.19K - $6.07K
|
12.2K
$776K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
98New |
$5.08K - $5.95K
|
98
$6.23K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
87New |
$4.51K - $5.28K
|
87
$5.53K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
82+ 1.16% |
$4.25K - $4.98K
|
7.14K
$454K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
80+ 0.17% |
$4.15K - $4.86K
|
47.7K
$3.04M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
76+ 0.06% |
$3.94K - $4.62K
|
123K
$7.83M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
62+ 0.64% |
$3.22K - $3.77K
|
9.73K
$619K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
58+ 0.15% |
$3.01K - $3.52K
|
38.8K
$2.47M
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
55New |
$2.85K - $3.34K
|
55
$3.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
53+ 0.11% |
$2.75K - $3.22K
|
48.4K
$3.08M
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
51New |
$2.65K - $3.1K
|
51
$3.24K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
46+ 0.83% |
$2.39K - $2.79K
|
5.59K
$355K
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
45+ 0.9% |
$2.33K - $2.73K
|
5.06K
$322K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
44New |
$2.28K - $2.67K
|
44
$2.8K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
40New |
$2.08K - $2.43K
|
40
$2.54K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
38+ 0.05% |
$1.97K - $2.31K
|
70.6K
$4.49M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
35+ 4.87% |
$1.82K - $2.13K
|
754
$48K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
31+ 28.97% |
$1.61K - $1.88K
|
138
$8.78K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
29New |
$1.5K - $1.76K
|
29
$1.84K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
27+ 7.11% |
$1.4K - $1.64K
|
407
$25.9K
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
27New |
$1.4K - $1.64K
|
27
$1.72K
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
23+ 0.59% |
$1.19K - $1.4K
|
3.95K
$251K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
22New |
$1.14K - $1.34K
|
22
$1.4K
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
BUY
|
- |
22+ 0.08% |
$1.14K - $1.34K
|
26.3K
$1.67M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
21New |
$1.09K - $1.28K
|
21
$1.34K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
19+ 0.35% |
$986 - $1.15K
|
5.37K
$342K
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
19+ 0.21% |
$986 - $1.15K
|
9.18K
$584K
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
15+ 0.22% |
$778 - $911
|
6.98K
$444K
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
10New |
$519 - $607
|
10
$636
|
|
|
Apr 07, 2025
Q1 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
10+ 0.07% |
$519 - $607
|
15.2K
$964K
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
9+ 0.07% |
$467 - $547
|
12.8K
$816K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
9New |
$467 - $547
|
9
$572
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
8+ 0.11% |
$415 - $486
|
7.09K
$451K
|