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 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
197+ 2.86% |
$10.2K - $11.3K
|
7.08K
$402K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
190New |
$9.84K - $10.9K
|
190
$10.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
189+ 5.13% |
$9.79K - $10.8K
|
3.87K
$220K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
188New |
$9.73K - $10.7K
|
188
$10.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
184+ 0.53% |
$9.53K - $10.5K
|
35K
$1.99M
|
|
|
Jan 28, 2025
Q4 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
181+ 1.28% |
$9.37K - $10.3K
|
14.3K
$815K
|
|
|
Jan 13, 2025
Q4 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
176+ 2.89% |
$9.11K - $10.1K
|
6.27K
$356K
|
|
|
Feb 10, 2025
Q4 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
174+ 2.53% |
$9.01K - $9.94K
|
7.04K
$400K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
174New |
$9.01K - $9.94K
|
174
$9.88K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
174+ 3.6% |
$9.01K - $9.94K
|
5.01K
$285K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
171+ 2.47% |
$8.85K - $9.77K
|
7.09K
$403K
|
|
|
Feb 13, 2025
Q4 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
164+ 1.28% |
$8.49K - $9.37K
|
13K
$737K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
155+ 1.06% |
$8.03K - $8.86K
|
14.7K
$836K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
150New |
$7.77K - $8.57K
|
150
$8.52K
|
|
|
Feb 03, 2025
Q4 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
146+ 0.03% |
$7.56K - $8.34K
|
472K
$26.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
142+ 1.75% |
$7.35K - $8.12K
|
8.25K
$469K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
135+ 1.76% |
$6.99K - $7.72K
|
7.8K
$443K
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
133New |
$6.89K - $7.6K
|
133
$7.55K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
130+ 1.31% |
$6.73K - $7.43K
|
10.1K
$571K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
122+ 2.1% |
$6.32K - $6.97K
|
5.93K
$337K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
114+ 3.18% |
$5.9K - $6.52K
|
3.7K
$210K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
108New |
$5.59K - $6.17K
|
108
$6.13K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
105+ 1.33% |
$5.44K - $6K
|
8.02K
$455K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
103+ 1.75% |
$5.33K - $5.89K
|
5.99K
$340K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
102New |
$5.28K - $5.83K
|
102
$5.79K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
101+ 177.19% |
$5.23K - $5.77K
|
158
$8.97K
|
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
100+ 1.48% |
$5.18K - $5.72K
|
6.85K
$389K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
98+ 1.76% |
$5.07K - $5.6K
|
5.67K
$322K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
98+ 12.52% |
$5.07K - $5.6K
|
881
$50K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
94+ 1.47% |
$4.87K - $5.37K
|
6.51K
$370K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
94+ 28.48% |
$4.87K - $5.37K
|
424
$24.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
90+ 9.54% |
$4.66K - $5.14K
|
1.03K
$58.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
90+ 2.14% |
$4.66K - $5.14K
|
4.29K
$244K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
90+ 27.78% |
$4.66K - $5.14K
|
414
$23.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
88+ 0.04% |
$4.56K - $5.03K
|
248K
$14.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
79+ 2.75% |
$4.09K - $4.51K
|
2.95K
$168K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
78New |
$4.04K - $4.46K
|
78
$4.43K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
77+ 1.76% |
$3.99K - $4.4K
|
4.44K
$252K
|
|
|
Feb 07, 2025
Q4 2024
|
Staley Capital Advisers Inc
|
BUY
|
- |
75+ 0.06% |
$3.88K - $4.29K
|
125K
$7.11M
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
72+ 0.11% |
$3.73K - $4.11K
|
64.3K
$3.65M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
71+ 0.26% |
$3.68K - $4.06K
|
27.2K
$1.54M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
69+ 4.99% |
$3.57K - $3.94K
|
1.45K
$82.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
67New |
$3.47K - $3.83K
|
67
$3.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
64+ 0.37% |
$3.31K - $3.66K
|
17.4K
$990K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
63+ 27.04% |
$3.26K - $3.6K
|
296
$16.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
BUY
|
- |
62New |
$3.21K - $3.54K
|
62
$3.52K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
60New |
$3.11K - $3.43K
|
60
$3.41K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
59New |
$3.06K - $3.37K
|
59
$3.35K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
59+ 1.28% |
$3.06K - $3.37K
|
4.66K
$264K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
58+ 1.19% |
$3K - $3.31K
|
4.92K
$279K
|