Purchases and Sales Made in Q2 2024 in Msci Eafe Value ETF (EFV)
This table provides information about the institutional ownership of Msci Eafe Value ETF (EFV) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-5.06K- 53.58% |
$265K - $285K
|
4.38K
$231K
|
|
|
Jul 12, 2024
Q2 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-5.1K- 6.24% |
$267K - $288K
|
76.7K
$4.05M
|
|
|
Jul 18, 2024
Q2 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-5.25K- 22.29% |
$275K - $296K
|
18.3K
$966K
|
|
|
Aug 05, 2024
Q2 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-5.26K- 43.64% |
$275K - $297K
|
6.8K
$359K
|
|
|
Jul 12, 2024
Q2 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-5.35K- 11.1% |
$280K - $302K
|
42.9K
$2.26M
|
|
|
Aug 01, 2024
Q2 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
SELL
|
- |
-5.47K- 31.8% |
$286K - $308K
|
11.7K
$619K
|
|
|
Aug 06, 2024
Q2 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-5.48K- 18.95% |
$287K - $309K
|
23.4K
$1.24M
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-5.75K- 34.51% |
$301K - $324K
|
10.9K
$576K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-5.85K- 0.26% |
$306K - $330K
|
2.27M
$120M
|
|
|
Aug 06, 2024
Q2 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-5.94K- 12.48% |
$311K - $335K
|
41.6K
$2.2M
|
|
|
Jul 17, 2024
Q2 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-6.15K- 29.57% |
$322K - $347K
|
14.6K
$773K
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-6.22K- 29.48% |
$326K - $351K
|
14.9K
$786K
|
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-6.26K- 41.85% |
$327K - $353K
|
8.69K
$459K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-6.31K- 64.19% |
$330K - $356K
|
3.52K
$186K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-6.31K- 38.83% |
$330K - $356K
|
9.94K
$525K
|
|
|
Jul 26, 2024
Q2 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-6.32K- 45.19% |
$331K - $357K
|
7.66K
$405K
|
|
|
Oct 31, 2024
Q2 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
SELL
|
- |
-6.37KClosed |
$334K - $359K
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-6.75K- 14.73% |
$353K - $381K
|
39.1K
$2.06M
|
|
|
Aug 06, 2024
Q2 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-6.9K- 11.62% |
$361K - $389K
|
52.5K
$2.77M
|
|
|
Jul 31, 2024
Q2 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-7.15K- 23.71% |
$374K - $403K
|
23K
$1.21M
|
|
|
Jul 19, 2024
Q2 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-7.2K- 16.3% |
$377K - $406K
|
37K
$1.95M
|
|
|
Aug 14, 2024
Q2 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-7.44K- 55.72% |
$390K - $420K
|
5.91K
$312K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-7.64K- 42.97% |
$400K - $431K
|
10.1K
$535K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-7.69K- 48.47% |
$403K - $434K
|
8.18K
$432K
|
|
|
Aug 05, 2024
Q2 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-7.73K- 31.7% |
$405K - $436K
|
16.7K
$879K
|
|
|
Jul 15, 2024
Q2 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-7.75K- 20.66% |
$406K - $437K
|
29.8K
$1.57M
|
|
|
Jul 19, 2024
Q2 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-8.33K- 3.12% |
$436K - $470K
|
259K
$13.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-8.46K- 20.65% |
$443K - $477K
|
32.5K
$1.72M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-8.55K- 2.97% |
$448K - $482K
|
279K
$14.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-8.65K- 27.07% |
$453K - $488K
|
23.3K
$1.23M
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-8.83K- 36.85% |
$462K - $498K
|
15.1K
$799K
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-9.06K- 27.07% |
$474K - $511K
|
24.4K
$1.29M
|
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-9.26K- 36.26% |
$485K - $522K
|
16.3K
$859K
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-9.31K- 25.81% |
$487K - $525K
|
26.8K
$1.41M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-9.31K- 37.56% |
$487K - $525K
|
15.5K
$817K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-9.84K- 21.77% |
$515K - $555K
|
35.3K
$1.87M
|
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-9.84K- 3.6% |
$515K - $555K
|
264K
$13.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-9.84K- 40.63% |
$515K - $555K
|
14.4K
$759K
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-9.92K- 40.17% |
$519K - $559K
|
14.8K
$780K
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-10.1K- 37.7% |
$529K - $570K
|
16.7K
$882K
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-10.5K- 17.46% |
$551K - $594K
|
49.8K
$2.63M
|
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-11K- 42.97% |
$577K - $622K
|
14.6K
$772K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-11.1K- 37.06% |
$582K - $627K
|
18.9K
$996K
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-11.1K- 37.29% |
$582K - $627K
|
18.7K
$987K
|
|
|
Aug 12, 2024
Q2 2024
|
Bush Investment Group, LLC
Valdosta, GA |
SELL
|
- |
-11.2K- 39.3% |
$585K - $631K
|
17.3K
$912K
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
SELL
|
- |
-11.2K- 14.41% |
$588K - $634K
|
66.8K
$3.52M
|
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
SELL
|
- |
-11.3K- 22.96% |
$594K - $640K
|
38.1K
$2.01M
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-11.7K- 40.75% |
$611K - $659K
|
17K
$897K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-11.9K- 4.34% |
$623K - $672K
|
262K
$13.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-12.1K- 31.3% |
$632K - $681K
|
26.5K
$1.4M
|