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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-12.1K- 31.3% |
$632K - $681K
|
26.5K
$1.42M
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-12.3K- 23.52% |
$644K - $694K
|
40K
$2.15M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-12.5K- 25.98% |
$657K - $708K
|
35.7K
$1.92M
|
|
|
Aug 14, 2024
Q2 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-12.6K- 51.89% |
$658K - $710K
|
11.7K
$627K
|
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-13K- 11.5% |
$682K - $735K
|
100K
$5.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-13.1K- 3.24% |
$683K - $736K
|
390K
$21M
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
SELL
|
- |
-13.2K- 6.21% |
$692K - $746K
|
200K
$10.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-13.3K- 34.62% |
$697K - $751K
|
25.2K
$1.35M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-13.7K- 20.44% |
$718K - $774K
|
53.4K
$2.87M
|
|
|
Jul 18, 2024
Q2 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-14K- 37.77% |
$733K - $791K
|
23.1K
$1.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-14.2K- 35.64% |
$742K - $800K
|
25.6K
$1.38M
|
|
|
Jul 19, 2024
Q2 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-14.4K- 14.03% |
$754K - $813K
|
88.3K
$4.75M
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-14.8K- 10.52% |
$776K - $836K
|
126K
$6.78M
|
|
|
Aug 02, 2024
Q2 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-14.9K- 17.45% |
$777K - $838K
|
70.2K
$3.78M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-15.2K- 28.02% |
$797K - $859K
|
39.1K
$2.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-15.3K- 12.27% |
$799K - $861K
|
109K
$5.87M
|
|
|
Jul 26, 2024
Q2 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-15.3K- 99.35% |
$802K - $864K
|
100
$5.38K
|
|
|
Aug 13, 2024
Q2 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-16.2K- 28.28% |
$846K - $911K
|
41K
$2.2M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-16.9K- 9.25% |
$882K - $951K
|
165K
$8.89M
|
|
|
Jul 19, 2024
Q2 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-16.9K- 31.07% |
$884K - $953K
|
37.5K
$2.02M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-17.3K- 1.79% |
$906K - $976K
|
951K
$51.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-17.5K- 28.43% |
$918K - $989K
|
44.1K
$2.37M
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-17.6K- 36.03% |
$924K - $995K
|
31.3K
$1.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-18K- 95.3% |
$945K - $1.02M
|
890
$47.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
SELL
|
- |
-18.3K- 43.96% |
$959K - $1.03M
|
23.4K
$1.26M
|
|
|
Jul 23, 2024
Q2 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-18.8K- 25.79% |
$982K - $1.06M
|
54K
$2.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-18.8K- 9.27% |
$984K - $1.06M
|
184K
$9.89M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-18.9K- 45.82% |
$988K - $1.07M
|
22.3K
$1.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-19.2K- 49.93% |
$1.01M - $1.08M
|
19.3K
$1.04M
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-19.5K- 2.17% |
$1.02M - $1.1M
|
879K
$47.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-19.6K- 3.58% |
$1.03M - $1.11M
|
528K
$28.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-20.1K- 41.46% |
$1.05M - $1.13M
|
28.3K
$1.52M
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-21.1K- 34.16% |
$1.1M - $1.19M
|
40.6K
$2.18M
|
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-22.2K- 13.73% |
$1.16M - $1.25M
|
139K
$7.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-22.4K- 32.09% |
$1.17M - $1.26M
|
47.3K
$2.54M
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-22.4K- 37.41% |
$1.17M - $1.27M
|
37.5K
$2.02M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
SELL
|
- |
-23K- 1.92% |
$1.21M - $1.3M
|
1.18M
$63.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-23.4K- 23.38% |
$1.23M - $1.32M
|
76.8K
$4.13M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-23.5K- 20.74% |
$1.23M - $1.33M
|
89.9K
$4.83M
|
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-23.9K- 56.02% |
$1.25M - $1.35M
|
18.7K
$1.01M
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-25.7K- 8.5% |
$1.35M - $1.45M
|
277K
$14.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-25.8K- 4.67% |
$1.35M - $1.46M
|
527K
$28.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-26.2K- 31.99% |
$1.37M - $1.48M
|
55.7K
$2.99M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-26.2K- 2.62% |
$1.37M - $1.48M
|
973K
$52.3M
|
|
|
Aug 09, 2024
Q2 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-27.6K- 36.99% |
$1.45M - $1.56M
|
47.1K
$2.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-27.9K- 11.42% |
$1.46M - $1.57M
|
216K
$11.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Life Advisors
|
SELL
|
- |
-28.3K- 11.8% |
$1.48M - $1.6M
|
212K
$11.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-28.5K- 16.95% |
$1.49M - $1.6M
|
139K
$7.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-29.6K- 39.26% |
$1.55M - $1.67M
|
45.7K
$2.46M
|
|
|
Jul 31, 2024
Q2 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-30.1K- 61.72% |
$1.57M - $1.7M
|
18.7K
$1M
|