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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-485- 0.14% |
$25.1K - $28.1K
|
351K
$18.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-490- 1.93% |
$25.3K - $28.4K
|
24.9K
$1.32M
|
|
|
Oct 16, 2024
Q3 2024
|
G&S Capital LLC
|
SELL
|
- |
-512- 2.02% |
$26.5K - $29.7K
|
24.8K
$1.31M
|
|
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-516- 1.93% |
$26.7K - $29.9K
|
26.2K
$1.38M
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-524- 61.43% |
$27.1K - $30.4K
|
329
$17.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Weil Company, Inc.
|
SELL
|
- |
-541- 1.62% |
$28K - $31.4K
|
32.9K
$1.74M
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-556- 3.95% |
$28.8K - $32.2K
|
13.5K
$713K
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
SELL
|
- |
-561- 4.12% |
$29K - $32.5K
|
13.1K
$689K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-562- 8.23% |
$29.1K - $32.6K
|
6.27K
$331K
|
|
|
Oct 24, 2024
Q3 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-564- 6.43% |
$29.2K - $32.7K
|
8.21K
$433K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-571- 3.36% |
$29.5K - $33.1K
|
16.4K
$867K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-610- 3.65% |
$31.5K - $35.4K
|
16.1K
$849K
|
|
|
Oct 11, 2024
Q3 2024
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-615- 1.88% |
$31.8K - $35.6K
|
32K
$1.69M
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-641- 14.1% |
$33.2K - $37.2K
|
3.91K
$206K
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-713- 0.85% |
$36.9K - $41.3K
|
83.3K
$4.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-721- 3.65% |
$37.3K - $41.8K
|
19K
$1.01M
|
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-725- 12.43% |
$37.5K - $42K
|
5.11K
$270K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-794- 55.45% |
$41.1K - $46K
|
638
$33.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-800- 0.2% |
$41.4K - $46.4K
|
391K
$20.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Townsend & Associates, Inc
|
SELL
|
- |
-801- 0.17% |
$41.4K - $46.4K
|
471K
$24.9M
|
|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-804- 5.51% |
$41.6K - $46.6K
|
13.8K
$728K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-814- 5.64% |
$42.1K - $47.2K
|
13.6K
$719K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-814- 5.48% |
$42.1K - $47.2K
|
14K
$741K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-821- 10.06% |
$42.5K - $47.6K
|
7.34K
$387K
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-832- 1.25% |
$43K - $48.2K
|
66K
$3.48M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-835- 30.31% |
$43.2K - $48.4K
|
1.92K
$101K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-843- 2.54% |
$43.6K - $48.9K
|
32.4K
$1.71M
|
|
|
Nov 05, 2024
Q3 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-864- 0.33% |
$44.7K - $50.1K
|
264K
$13.9M
|
|
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-881- 1.81% |
$45.6K - $51.1K
|
47.7K
$2.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-900- 4.9% |
$46.5K - $52.2K
|
17.5K
$921K
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-939- 12.5% |
$48.6K - $54.4K
|
6.57K
$347K
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-957- 9.46% |
$49.5K - $55.5K
|
9.16K
$484K
|
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-990- 1.74% |
$51.2K - $57.4K
|
56K
$2.96M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.02K- 17.76% |
$52.5K - $58.8K
|
4.7K
$248K
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
SELL
|
- |
-1.07K- 11.68% |
$55.4K - $62.1K
|
8.11K
$428K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.07K- 2.57% |
$55.5K - $62.2K
|
40.7K
$2.15M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1.08K- 40.04% |
$55.8K - $62.5K
|
1.61K
$85.2K
|
|
|
Oct 30, 2024
Q3 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-1.09K- 8.43% |
$56.2K - $63K
|
11.8K
$623K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-1.11K- 4.47% |
$57.3K - $64.2K
|
23.7K
$1.25M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-1.12K- 4.27% |
$57.8K - $64.8K
|
25.1K
$1.32M
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1.14K- 75.02% |
$58.7K - $65.8K
|
378
$20K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-1.15K- 18.93% |
$59.6K - $66.8K
|
4.94K
$261K
|
|
|
Nov 08, 2024
Q3 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-1.2K- 0.95% |
$62.1K - $69.6K
|
125K
$6.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-1.21K- 2.95% |
$62.6K - $70.1K
|
39.7K
$2.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.24K- 0.43% |
$64K - $71.8K
|
290K
$15.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.38K- 22.83% |
$71.5K - $80.2K
|
4.68K
$247K
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.48K- 7.89% |
$76.5K - $85.8K
|
17.3K
$912K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1.58K- 0.84% |
$81.7K - $91.6K
|
185K
$9.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-1.6K- 22.99% |
$82.7K - $92.7K
|
5.36K
$283K
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-1.64K- 59.61% |
$84.8K - $95.1K
|
1.11K
$58.6K
|