Purchases and Sales Made in Q3 2024 in Msci Eafe Value ETF (EFV)
This table provides information about the institutional ownership of Msci Eafe Value ETF (EFV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
30+ 2.75% |
$1.55K - $1.74K
|
1.12K
$59.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
29+ 2.95% |
$1.5K - $1.68K
|
1.01K
$53.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
28New |
$1.45K - $1.62K
|
28
$1.48K
|
|
|
Oct 24, 2024
Q3 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
28+ 0.71% |
$1.45K - $1.62K
|
3.99K
$211K
|
|
|
Nov 12, 2024
Q3 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
27+ 0.36% |
$1.4K - $1.56K
|
7.5K
$396K
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
21New |
$1.09K - $1.22K
|
21
$1.11K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
19+ 0.35% |
$983 - $1.1K
|
5.42K
$286K
|
|
|
Oct 10, 2024
Q3 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
19+ 0.28% |
$983 - $1.1K
|
6.75K
$356K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
19+ 0.08% |
$983 - $1.1K
|
23.5K
$1.24M
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
13+ 0.09% |
$672 - $753
|
14.9K
$785K
|
|
|
Oct 15, 2024
Q3 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
12+ 0.1% |
$621 - $696
|
12.1K
$638K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
10+ 0.18% |
$517 - $580
|
5.61K
$296K
|
|
|
Oct 08, 2024
Q3 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
5+ 0.03% |
$259 - $290
|
14.7K
$774K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
2+ 0.26% |
$103 - $116
|
773
$40.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
1+ 0.02% |
$51.7 - $58
|
4.86K
$256K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1- 0.03% |
$51.7 - $58
|
3.02K
$159K
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-2- 0.03% |
$103 - $116
|
6.07K
$321K
|
|
|
Nov 08, 2024
Q3 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-4- 6.56% |
$207 - $232
|
57
$3.01K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-5- 0.09% |
$259 - $290
|
5.52K
$291K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-8- 0.03% |
$414 - $464
|
24.3K
$1.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-16- 1.73% |
$828 - $927
|
907
$47.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-25- 0.13% |
$1.29K - $1.45K
|
19.5K
$1.03M
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-29- 0.49% |
$1.5K - $1.68K
|
5.88K
$311K
|
|
|
Oct 31, 2024
Q3 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-32- 0.11% |
$1.66K - $1.85K
|
28.8K
$1.52M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-40- 0.79% |
$2.07K - $2.32K
|
5.03K
$266K
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-43- 0.62% |
$2.22K - $2.49K
|
6.92K
$365K
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-47- 0.91% |
$2.43K - $2.72K
|
5.14K
$271K
|
|
|
Nov 08, 2024
Q3 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-47- 0.7% |
$2.43K - $2.72K
|
6.69K
$353K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-48- 0.48% |
$2.48K - $2.78K
|
9.87K
$521K
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-49- 34.51% |
$2.53K - $2.84K
|
93
$4.91K
|
|
|
Nov 05, 2024
Q3 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-54- 11.32% |
$2.79K - $3.13K
|
423
$22.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
SELL
|
- |
-55- 0.65% |
$2.84K - $3.19K
|
8.4K
$443K
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-58- 0.07% |
$3K - $3.36K
|
85.3K
$4.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-59- 19.09% |
$3.05K - $3.42K
|
250
$13.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-64- 0.11% |
$3.31K - $3.71K
|
57.4K
$3.03M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-64- 33.33% |
$3.31K - $3.71K
|
128
$6.76K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-70- 1.92% |
$3.62K - $4.06K
|
3.58K
$189K
|
|
|
Nov 12, 2024
Q3 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-76- 0.57% |
$3.93K - $4.4K
|
13.3K
$701K
|
|
|
Nov 07, 2024
Q3 2024
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-89- 2.32% |
$4.6K - $5.16K
|
3.75K
$198K
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-90- 2.36% |
$4.65K - $5.22K
|
3.72K
$196K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-90- 1.37% |
$4.65K - $5.22K
|
6.47K
$341K
|
|
|
Nov 14, 2024
Q3 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-92- 0.23% |
$4.76K - $5.33K
|
40K
$2.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-100- 0.92% |
$5.17K - $5.8K
|
10.8K
$570K
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-102- 13.78% |
$5.28K - $5.91K
|
638
$33.7K
|
|
|
Nov 07, 2024
Q3 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-106- 1.47% |
$5.48K - $6.14K
|
7.1K
$375K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-110- 4.65% |
$5.69K - $6.38K
|
2.26K
$119K
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-112- 89.6% |
$5.79K - $6.49K
|
13
$686
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-115- 0.72% |
$5.95K - $6.67K
|
15.8K
$835K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-118- 3.35% |
$6.1K - $6.84K
|
3.4K
$180K
|
|
|
Nov 13, 2024
Q3 2024
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-139- 0.54% |
$7.19K - $8.06K
|
25.5K
$1.35M
|