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 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-180- 0.41% |
$9.34K - $10.9K
|
44.1K
$2.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-188- 20.13% |
$9.75K - $11.4K
|
746
$47.4K
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-201- 3.0% |
$10.4K - $12.2K
|
6.51K
$414K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-215- 2.12% |
$11.2K - $13.1K
|
9.94K
$632K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-220- 33.03% |
$11.4K - $13.4K
|
446
$28.4K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-224- 15.37% |
$11.6K - $13.6K
|
1.23K
$78.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-233- 1.79% |
$12.1K - $14.2K
|
12.8K
$814K
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-235- 3.65% |
$12.2K - $14.3K
|
6.2K
$394K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-250Closed |
$13K - $15.2K
|
0
$0
|
|
|
Apr 11, 2025
Q1 2025
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-251- 1.75% |
$13K - $15.2K
|
14.1K
$896K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-252- 31.42% |
$13.1K - $15.3K
|
550
$35K
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-254- 0.41% |
$13.2K - $15.4K
|
61.5K
$3.91M
|
|
|
May 13, 2025
Q1 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-259- 6.69% |
$13.4K - $15.7K
|
3.61K
$230K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-291- 0.92% |
$15.1K - $17.7K
|
31.5K
$2M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-292- 3.47% |
$15.1K - $17.7K
|
8.13K
$517K
|
|
|
May 09, 2025
Q1 2025
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-298- 2.46% |
$15.5K - $18.1K
|
11.8K
$750K
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-312- 6.09% |
$16.2K - $18.9K
|
4.81K
$306K
|
|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-317- 4.3% |
$16.4K - $19.3K
|
7.06K
$449K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-323- 0.4% |
$16.8K - $19.6K
|
80.7K
$5.13M
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-337- 2.49% |
$17.5K - $20.5K
|
13.2K
$839K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-338- 25.3% |
$17.5K - $20.5K
|
998
$63.5K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-344- 2.58% |
$17.8K - $20.9K
|
13K
$828K
|
|
|
May 06, 2025
Q1 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-349- 0.13% |
$18.1K - $21.2K
|
267K
$17M
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-350- 8.32% |
$18.2K - $21.3K
|
3.86K
$245K
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-351- 2.35% |
$18.2K - $21.3K
|
14.6K
$929K
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-363- 3.48% |
$18.8K - $22K
|
10.1K
$641K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-383- 1.65% |
$19.9K - $23.3K
|
22.8K
$1.45M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-383- 4.63% |
$19.9K - $23.3K
|
7.89K
$502K
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-390- 0.37% |
$20.2K - $23.7K
|
105K
$6.7M
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-392- 0.38% |
$20.3K - $23.8K
|
103K
$6.54M
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-397- 1.68% |
$20.6K - $24.1K
|
23.2K
$1.47M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-405- 4.45% |
$21K - $24.6K
|
8.7K
$553K
|
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-410- 3.85% |
$21.3K - $24.9K
|
10.2K
$651K
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
SELL
|
- |
-416- 4.25% |
$21.6K - $25.3K
|
9.38K
$597K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-420- 11.36% |
$21.8K - $25.5K
|
3.28K
$208K
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-433- 8.03% |
$22.5K - $26.3K
|
4.96K
$315K
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-447- 8.4% |
$23.2K - $27.1K
|
4.87K
$310K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-452- 9.16% |
$23.4K - $27.4K
|
4.48K
$285K
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-452- 10.06% |
$23.4K - $27.4K
|
4.04K
$257K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-461- 0.62% |
$23.9K - $28K
|
73.3K
$4.66M
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-463- 4.44% |
$24K - $28.1K
|
9.98K
$634K
|
|
|
May 09, 2025
Q1 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-467- 9.48% |
$24.2K - $28.4K
|
4.46K
$283K
|
|
|
Apr 30, 2025
Q1 2025
|
Ade, LLC
|
SELL
|
- |
-468- 0.83% |
$24.3K - $28.4K
|
55.9K
$3.55M
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-499- 2.91% |
$25.9K - $30.3K
|
16.6K
$1.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-500- 12.48% |
$25.9K - $30.4K
|
3.51K
$223K
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-503- 0.74% |
$26.1K - $30.5K
|
67.2K
$4.27M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-523- 9.29% |
$27.1K - $31.8K
|
5.11K
$325K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-525- 6.43% |
$27.2K - $31.9K
|
7.64K
$486K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-531- 7.36% |
$27.5K - $32.2K
|
6.68K
$425K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-539- 12.83% |
$28K - $32.7K
|
3.66K
$233K
|