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 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
538+ 1.24% |
$27.9K - $30.7K
|
44K
$2.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
528+ 10.95% |
$27.3K - $30.2K
|
5.35K
$304K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
521+ 11.78% |
$27K - $29.8K
|
4.94K
$281K
|
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
484+ 3.3% |
$25.1K - $27.7K
|
15.2K
$861K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
470+ 8.28% |
$24.3K - $26.9K
|
6.14K
$349K
|
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
462+ 2.27% |
$23.9K - $26.4K
|
20.8K
$1.18M
|
|
|
Feb 11, 2025
Q4 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
453+ 0.31% |
$23.5K - $25.9K
|
147K
$8.35M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
417+ 0.51% |
$21.6K - $23.8K
|
82.4K
$4.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
404+ 2.23% |
$20.9K - $23.1K
|
18.5K
$1.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
401+ 3.74% |
$20.8K - $22.9K
|
11.1K
$631K
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
400New |
$20.7K - $22.9K
|
400
$22.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
384+ 0.48% |
$19.9K - $21.9K
|
81K
$4.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
380+ 0.98% |
$19.7K - $21.7K
|
39K
$2.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
378+ 1.99% |
$19.6K - $21.6K
|
19.4K
$1.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
377+ 0.73% |
$19.5K - $21.5K
|
51.8K
$2.94M
|
|
|
Jan 17, 2025
Q4 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
368+ 2.55% |
$19.1K - $21K
|
14.8K
$839K
|
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
352+ 7.3% |
$18.2K - $20.1K
|
5.17K
$294K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
349+ 0.46% |
$18.1K - $19.9K
|
75.5K
$4.29M
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
346New |
$17.9K - $19.8K
|
346
$19.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
332+ 6.11% |
$17.2K - $19K
|
5.76K
$327K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
327New |
$16.9K - $18.7K
|
327
$18.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
321+ 2.97% |
$16.6K - $18.3K
|
11.1K
$632K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
314New |
$16.3K - $17.9K
|
314
$17.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
314+ 1.44% |
$16.3K - $17.9K
|
22.2K
$1.26M
|
|
|
Jan 29, 2025
Q4 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
306+ 1.77% |
$15.8K - $17.5K
|
17.6K
$1M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
299New |
$15.5K - $17.1K
|
299
$17K
|
|
|
Feb 06, 2025
Q4 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
289+ 0.45% |
$15K - $16.5K
|
64K
$3.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
283+ 3.29% |
$14.7K - $16.2K
|
8.88K
$504K
|
|
|
Feb 12, 2025
Q4 2024
|
Riverwater Partners LLC
|
BUY
|
- |
282+ 0.32% |
$14.6K - $16.1K
|
88.6K
$5.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
282+ 3.86% |
$14.6K - $16.1K
|
7.59K
$431K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
277+ 1.76% |
$14.3K - $15.8K
|
16K
$908K
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
274+ 1.05% |
$14.2K - $15.7K
|
26.4K
$1.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
270+ 3.37% |
$14K - $15.4K
|
8.29K
$471K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
270+ 8.95% |
$14K - $15.4K
|
3.29K
$187K
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
BUY
|
- |
254+ 0.44% |
$13.2K - $14.5K
|
57.7K
$3.27M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
251+ 9.39% |
$13K - $14.3K
|
2.93K
$166K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
246+ 23.23% |
$12.7K - $14.1K
|
1.31K
$74.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
245+ 5.87% |
$12.7K - $14K
|
4.42K
$251K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
244+ 2.96% |
$12.6K - $13.9K
|
8.48K
$481K
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
238+ 0.52% |
$12.3K - $13.6K
|
46.1K
$2.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
236+ 5.02% |
$12.2K - $13.5K
|
4.94K
$280K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
233New |
$12.1K - $13.3K
|
233
$13.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
229+ 2.83% |
$11.9K - $13.1K
|
8.32K
$472K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
217New |
$11.2K - $12.4K
|
217
$12.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
212New |
$11K - $12.1K
|
212
$12K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
210New |
$10.9K - $12K
|
210
$11.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
209New |
$10.8K - $11.9K
|
209
$11.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
207New |
$10.7K - $11.8K
|
207
$11.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
207+ 1.17% |
$10.7K - $11.8K
|
17.9K
$1.01M
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
202+ 0.33% |
$10.5K - $11.5K
|
61.8K
$3.51M
|