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
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
52+ 57.78% |
$2.72K - $2.93K
|
142
$7.52K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
50New |
$2.62K - $2.82K
|
50
$2.65K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
35+ 1.17% |
$1.83K - $1.97K
|
3.02K
$160K
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
30New |
$1.57K - $1.69K
|
30
$1.59K
|
|
|
Jul 18, 2024
Q2 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
27New |
$1.41K - $1.52K
|
27
$1.43K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
23+ 25.56% |
$1.2K - $1.3K
|
113
$5.99K
|
|
|
Jul 30, 2024
Q2 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
22+ 2.98% |
$1.15K - $1.24K
|
760
$40.3K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
21+ 0.77% |
$1.1K - $1.18K
|
2.76K
$146K
|
|
|
Aug 02, 2024
Q2 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
18+ 0.3% |
$942 - $1.02K
|
6.08K
$322K
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
18+ 0.45% |
$942 - $1.02K
|
4.05K
$214K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
17+ 0.37% |
$890 - $959
|
4.67K
$247K
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
15+ 3.01% |
$785 - $846
|
513
$27.2K
|
|
|
Aug 07, 2024
Q2 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
13+ 0.3% |
$680 - $733
|
4.38K
$232K
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
13+ 0.36% |
$680 - $733
|
3.6K
$191K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
11+ 3.06% |
$576 - $621
|
370
$19.6K
|
|
|
Jul 16, 2024
Q2 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
11+ 0.11% |
$576 - $621
|
10.1K
$536K
|
|
|
Jul 31, 2024
Q2 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
9+ 0.19% |
$471 - $508
|
4.86K
$257K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
9New |
$471 - $508
|
9
$477
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
6+ 0.57% |
$314 - $338
|
1.06K
$56.1K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
5+ 2.58% |
$262 - $282
|
199
$10.5K
|
|
|
Jul 25, 2024
Q2 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
4+ 0.01% |
$209 - $226
|
36K
$1.91M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
4+ 2.13% |
$209 - $226
|
192
$10.2K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2+ 0.01% |
$105 - $113
|
23.4K
$1.24M
|
|
|
Jul 29, 2024
Q2 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1+ 0.79% |
$52.3 - $56.4
|
127
$6.73K
|
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1New |
$52.3 - $56.4
|
1
$53
|
|
|
Jul 10, 2024
Q2 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1+ 2.5% |
$52.3 - $56.4
|
41
$2.17K
|
|
|
Jul 19, 2024
Q2 2024
|
Ade, LLC
|
SELL
|
- |
-1- -0.0% |
$52.3 - $56.4
|
56.4K
$2.99M
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-2- 0.64% |
$105 - $113
|
309
$16.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
SELL
|
- |
-4- 0.48% |
$209 - $226
|
829
$43.9K
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-4- 7.02% |
$209 - $226
|
53
$2.81K
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-9- 0.17% |
$471 - $508
|
5.21K
$276K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-11- 0.17% |
$576 - $621
|
6.39K
$339K
|
|
|
Aug 13, 2024
Q2 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-15- 0.08% |
$785 - $846
|
19.8K
$1.05M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-16- 0.14% |
$837 - $903
|
11.5K
$610K
|
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-20- 0.45% |
$1.05K - $1.13K
|
4.38K
$232K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-22- 1.44% |
$1.15K - $1.24K
|
1.5K
$79.6K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-24- 1.26% |
$1.26K - $1.35K
|
1.89K
$99.8K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-30- 0.46% |
$1.57K - $1.69K
|
6.5K
$344K
|
|
|
Jul 17, 2024
Q2 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-31- 0.21% |
$1.62K - $1.75K
|
14.6K
$773K
|
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
SELL
|
- |
-36- 0.04% |
$1.88K - $2.03K
|
82.3K
$4.36M
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-43- 1.16% |
$2.25K - $2.43K
|
3.65K
$193K
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-43- 0.29% |
$2.25K - $2.43K
|
14.8K
$786K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-44- 0.33% |
$2.3K - $2.48K
|
13.4K
$708K
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-45- 0.81% |
$2.36K - $2.54K
|
5.52K
$292K
|
|
|
Aug 12, 2024
Q2 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-52- 0.4% |
$2.72K - $2.93K
|
12.9K
$683K
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-52- 0.99% |
$2.72K - $2.93K
|
5.2K
$275K
|
|
|
Jul 30, 2024
Q2 2024
|
G&S Capital LLC
|
SELL
|
- |
-67- 0.26% |
$3.51K - $3.78K
|
25.4K
$1.34M
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-69- 0.16% |
$3.61K - $3.89K
|
41.8K
$2.22M
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-75- 0.75% |
$3.93K - $4.23K
|
9.92K
$525K
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-85- 91.4% |
$4.45K - $4.79K
|
8
$424
|