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 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
5+ 0.44% |
$259 - $304
|
1.13K
$72K
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
3+ 0.04% |
$156 - $182
|
8.5K
$540K
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
1+ 0.01% |
$51.9 - $60.7
|
8.25K
$525K
|
|
Apr 21, 2025
Q1 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-2- -0.0% |
$104 - $121
|
111K
$7.09M
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-2- 0.31% |
$104 - $121
|
651
$41.4K
|
|
May 07, 2025
Q1 2025
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-4- 0.06% |
$208 - $243
|
6.49K
$413K
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
SELL
|
- |
-10- 0.21% |
$519 - $607
|
4.79K
$304K
|
|
May 09, 2025
Q1 2025
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-12- 0.03% |
$623 - $729
|
35.6K
$2.26M
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-17Closed |
$882 - $1.03K
|
0
$0
|
|
Apr 23, 2025
Q1 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-20- 0.25% |
$1.04K - $1.21K
|
7.86K
$500K
|
|
Apr 22, 2025
Q1 2025
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-21- 0.36% |
$1.09K - $1.28K
|
5.74K
$365K
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-22- 0.34% |
$1.14K - $1.34K
|
6.49K
$413K
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
SELL
|
- |
-24- 28.57% |
$1.25K - $1.46K
|
60
$3.82K
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-27- 17.09% |
$1.4K - $1.64K
|
131
$8.33K
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-27- 0.49% |
$1.4K - $1.64K
|
5.53K
$352K
|
|
May 21, 2025
Q1 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-29- 2.87% |
$1.5K - $1.76K
|
982
$62.5K
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-30- 0.71% |
$1.56K - $1.82K
|
4.17K
$265K
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-31- 0.5% |
$1.61K - $1.88K
|
6.11K
$389K
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-32- 0.25% |
$1.66K - $1.94K
|
12.7K
$805K
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-33- 0.62% |
$1.71K - $2K
|
5.3K
$337K
|
|
May 15, 2025
Q1 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
SELL
|
- |
-33- 0.41% |
$1.71K - $2K
|
8.05K
$512K
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-36- 0.4% |
$1.87K - $2.19K
|
8.98K
$571K
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-37- 5.7% |
$1.92K - $2.25K
|
612
$38.9K
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-40- 2.03% |
$2.08K - $2.43K
|
1.93K
$123K
|
|
May 12, 2025
Q1 2025
|
Virtus Family Office LLC
El Paso, TX |
SELL
|
- |
-49- 0.48% |
$2.54K - $2.98K
|
10.1K
$645K
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-51- 77.27% |
$2.65K - $3.1K
|
15
$954
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-51- 1.43% |
$2.65K - $3.1K
|
3.52K
$224K
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-52- 35.62% |
$2.7K - $3.16K
|
94
$5.98K
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-54- 2.81% |
$2.8K - $3.28K
|
1.87K
$119K
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-61- 1.02% |
$3.16K - $3.7K
|
5.93K
$377K
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-62- 20.95% |
$3.22K - $3.77K
|
234
$14.9K
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-65- 1.44% |
$3.37K - $3.95K
|
4.46K
$284K
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-66- 0.38% |
$3.42K - $4.01K
|
17.4K
$1.11M
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-71- 1.35% |
$3.68K - $4.31K
|
5.21K
$331K
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-74- 2.51% |
$3.84K - $4.49K
|
2.88K
$183K
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-83- 0.43% |
$4.31K - $5.04K
|
19.3K
$1.23M
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-91- 0.36% |
$4.72K - $5.53K
|
25.2K
$1.6M
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-91- 1.1% |
$4.72K - $5.53K
|
8.2K
$521K
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-105- 1.16% |
$5.45K - $6.38K
|
8.98K
$571K
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-106- 1.54% |
$5.5K - $6.44K
|
6.76K
$430K
|
|
Apr 08, 2025
Q1 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-112- 1.79% |
$5.81K - $6.8K
|
6.16K
$391K
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-116- 2.82% |
$6.02K - $7.04K
|
4K
$254K
|
|
Apr 14, 2025
Q1 2025
|
25 LLC
St. Louis, MO |
SELL
|
- |
-116- 0.97% |
$6.02K - $7.04K
|
11.9K
$754K
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-116- 0.49% |
$6.02K - $7.04K
|
23.6K
$1.5M
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-131- 1.18% |
$6.8K - $7.96K
|
11K
$699K
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-135- 0.53% |
$7K - $8.2K
|
25.3K
$1.61M
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-140- 33.02% |
$7.26K - $8.5K
|
284
$18.1K
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-150- 1.15% |
$7.78K - $9.11K
|
12.9K
$823K
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-159- 1.03% |
$8.25K - $9.66K
|
15.3K
$974K
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-177- 1.35% |
$9.18K - $10.7K
|
12.9K
$823K
|