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
|
Palisade Asset Management, LLC
|
SELL
|
- |
-27- 0.36% |
$1.4K - $1.54K
|
7.47K
$424K
|
|
|
Jan 31, 2025
Q4 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-33- 0.73% |
$1.71K - $1.89K
|
4.49K
$255K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-34- 0.24% |
$1.76K - $1.94K
|
14K
$798K
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-39- 0.21% |
$2.02K - $2.23K
|
18.9K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-40- 0.1% |
$2.07K - $2.29K
|
40K
$2.27M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-46- 0.19% |
$2.38K - $2.63K
|
23.8K
$1.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-49- 0.23% |
$2.54K - $2.8K
|
21K
$1.19M
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-50- 0.92% |
$2.59K - $2.86K
|
5.39K
$306K
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-50- 0.32% |
$2.59K - $2.86K
|
15.3K
$871K
|
|
|
Jan 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-57- 0.07% |
$2.95K - $3.26K
|
77K
$4.37M
|
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
SELL
|
- |
-59- 0.1% |
$3.06K - $3.37K
|
56.3K
$3.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-64- 0.28% |
$3.31K - $3.66K
|
23.2K
$1.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-68- 4.01% |
$3.52K - $3.89K
|
1.63K
$92.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-68- 0.18% |
$3.52K - $3.89K
|
36.9K
$2.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-88- 2.19% |
$4.56K - $5.03K
|
3.93K
$223K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-88- 2.26% |
$4.56K - $5.03K
|
3.81K
$216K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-100- 3.67% |
$5.18K - $5.72K
|
2.63K
$149K
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-101- 0.59% |
$5.23K - $5.77K
|
17.1K
$973K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-106- 1.97% |
$5.49K - $6.06K
|
5.28K
$300K
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-112- 0.6% |
$5.8K - $6.4K
|
18.5K
$1.05M
|
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
SELL
|
- |
-120- 0.99% |
$6.21K - $6.86K
|
12K
$680K
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-120- 1.76% |
$6.21K - $6.86K
|
6.71K
$381K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-128- 1.85% |
$6.63K - $7.32K
|
6.78K
$385K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-132- 1.95% |
$6.83K - $7.54K
|
6.65K
$378K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-143- 1.82% |
$7.4K - $8.17K
|
7.7K
$437K
|
|
|
Feb 13, 2025
Q4 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-160- 1.48% |
$8.28K - $9.14K
|
10.6K
$604K
|
|
|
Feb 07, 2025
Q4 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-164- 3.75% |
$8.49K - $9.37K
|
4.21K
$239K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-169- 10.47% |
$8.75K - $9.66K
|
1.45K
$82K
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-171- 0.13% |
$8.85K - $9.77K
|
132K
$7.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-173- 1.31% |
$8.96K - $9.89K
|
13K
$740K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-174- 1.49% |
$9.01K - $9.94K
|
11.5K
$654K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-189- 33.22% |
$9.79K - $10.8K
|
380
$21.6K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-191- 0.25% |
$9.89K - $10.9K
|
75.1K
$4.26M
|
|
|
Feb 11, 2025
Q4 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-198- 29.86% |
$10.3K - $11.3K
|
465
$26.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-198- 3.44% |
$10.3K - $11.3K
|
5.55K
$315K
|
|
|
Feb 12, 2025
Q4 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-200- 2.99% |
$10.4K - $11.4K
|
6.49K
$369K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-202- 2.05% |
$10.5K - $11.5K
|
9.67K
$549K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-209- 4.48% |
$10.8K - $11.9K
|
4.46K
$253K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-231- 0.17% |
$12K - $13.2K
|
138K
$7.83M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-244- 0.32% |
$12.6K - $13.9K
|
75.6K
$4.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-248- 3.09% |
$12.8K - $14.2K
|
7.78K
$442K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-260- 3.54% |
$13.5K - $14.9K
|
7.08K
$402K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-269- 5.42% |
$13.9K - $15.4K
|
4.69K
$266K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-280- 4.97% |
$14.5K - $16K
|
5.36K
$304K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-281- 80.98% |
$14.6K - $16.1K
|
66
$3.75K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-289- 87.84% |
$15K - $16.5K
|
40
$2.27K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-293- 1.55% |
$15.2K - $16.7K
|
18.7K
$1.06M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-305- 4.3% |
$15.8K - $17.4K
|
6.79K
$386K
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-316- 4.71% |
$16.4K - $18.1K
|
6.39K
$363K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-318- 5.43% |
$16.5K - $18.2K
|
5.54K
$315K
|