Purchases and Sales Made in Q4 2024 in Msci Eafe Value ETF (EFV)
This table provides information about the institutional ownership of Msci Eafe Value ETF (EFV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.42M+ 34.62% |
$229M - $253M
|
17.2M
$982M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.03M+ 7.47% |
$209M - $230M
|
58M
$3.31B
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
3.18M+ 122.26% |
$165M - $182M
|
5.78M
$330M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.8MNew |
$93.1M - $103M
|
1.8M
$103M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
1.31MNew |
$68M - $75M
|
1.31M
$74.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.2MNew |
$62.2M - $68.7M
|
1.2M
$68.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.14M+ 13.76% |
$59.2M - $65.3M
|
9.45M
$539M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.09M+ 8.26% |
$56.6M - $62.5M
|
14.3M
$818M
|
|
|
Feb 14, 2025
Q4 2024
|
Johns Hopkins University
Baltimore, MD |
BUY
|
- |
917KNew |
$47.5M - $52.4M
|
917K
$52.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
641K+ 87.25% |
$33.2M - $36.6M
|
1.38M
$78.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
625K+ 15.77% |
$32.4M - $35.7M
|
4.59M
$262M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
573K+ 5.81% |
$29.7M - $32.7M
|
10.4M
$595M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
481K+ 3.91% |
$24.9M - $27.5M
|
12.8M
$731M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
466K+ 8.15% |
$24.1M - $26.6M
|
6.18M
$353M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
436K+ 4690.22% |
$22.6M - $24.9M
|
445K
$25.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
392K+ 17.53% |
$20.3M - $22.4M
|
2.63M
$150M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
392K+ 10.59% |
$20.3M - $22.4M
|
4.09M
$233M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
390K+ 22.2% |
$20.2M - $22.3M
|
2.14M
$122M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
382KNew |
$19.8M - $21.8M
|
382K
$21.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
365K+ 565.33% |
$18.9M - $20.9M
|
430K
$24.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
358K+ 10.53% |
$18.5M - $20.4M
|
3.75M
$214M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
253KNew |
$13.1M - $14.5M
|
253K
$14.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
244K+ 8.85% |
$12.6M - $14M
|
3.01M
$172M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
239K+ 154.07% |
$12.4M - $13.7M
|
395K
$22.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
220K+ 7.5% |
$11.4M - $12.6M
|
3.16M
$180M
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
198K+ 2925.91% |
$10.3M - $11.3M
|
205K
$11.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
193K+ 12.28% |
$9.99M - $11M
|
1.76M
$101M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
186K+ 25.5% |
$9.64M - $10.6M
|
916K
$52.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
177K+ 145.46% |
$9.19M - $10.1M
|
300K
$17.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
166K+ 11.97% |
$8.61M - $9.5M
|
1.55M
$88.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
157K+ 698.35% |
$8.15M - $8.99M
|
180K
$10.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
153K+ 3815775.0% |
$7.9M - $8.72M
|
153K
$8.71M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
149K+ 64.31% |
$7.7M - $8.5M
|
380K
$21.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
149K+ 9.22% |
$7.69M - $8.49M
|
1.76M
$100M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
148K+ 11.06% |
$7.65M - $8.45M
|
1.48M
$84.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
141KNew |
$7.31M - $8.07M
|
141K
$8.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
138K+ 179.49% |
$7.16M - $7.9M
|
215K
$12.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
136K+ 1.4% |
$7.02M - $7.75M
|
9.83M
$561M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
132K+ 33.84% |
$6.85M - $7.56M
|
523K
$29.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
125K+ 4.51% |
$6.49M - $7.17M
|
2.91M
$166M
|
|
|
Feb 10, 2025
Q4 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
123KNew |
$6.34M - $7M
|
123K
$7M
|
|
|
Feb 13, 2025
Q4 2024
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
115KNew |
$5.97M - $6.59M
|
115K
$6.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
114K+ 18.57% |
$5.89M - $6.51M
|
727K
$41.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
114KNew |
$5.88M - $6.5M
|
114K
$6.49M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
111KNew |
$5.77M - $6.37M
|
111K
$6.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
109KNew |
$5.66M - $6.25M
|
109K
$6.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
107KNew |
$5.54M - $6.12M
|
107K
$6.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
107K+ 9.02% |
$5.53M - $6.11M
|
1.29M
$73.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
105K+ 38.96% |
$5.42M - $5.99M
|
374K
$21.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
104K+ 98.41% |
$5.38M - $5.93M
|
209K
$11.9M
|