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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-319- 5.04% |
$16.5K - $18.2K
|
6.01K
$341K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-324- 0.65% |
$16.8K - $18.5K
|
49.7K
$2.82M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-325- 0.03% |
$16.8K - $18.6K
|
1.11M
$63.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-325- 3.96% |
$16.8K - $18.6K
|
7.88K
$447K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-342- 84.86% |
$17.7K - $19.5K
|
61
$3.46K
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-348- 0.61% |
$18K - $19.9K
|
57K
$3.24M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-349- 4.5% |
$18.1K - $19.9K
|
7.41K
$421K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-354- 2.63% |
$18.3K - $20.2K
|
13.1K
$744K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-360- 0.59% |
$18.6K - $20.6K
|
61.1K
$3.47M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-364- 1.12% |
$18.8K - $20.8K
|
32K
$1.82M
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-395- 5.49% |
$20.5K - $22.6K
|
6.79K
$386K
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-399- 6.98% |
$20.7K - $22.8K
|
5.32K
$302K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-408- 13.39% |
$21.1K - $23.3K
|
2.64K
$150K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-410- 1.77% |
$21.2K - $23.4K
|
22.8K
$1.29M
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-423- 0.51% |
$21.9K - $24.2K
|
82.9K
$4.7M
|
|
|
Feb 13, 2025
Q4 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-433- 3.67% |
$22.4K - $24.7K
|
11.4K
$646K
|
|
|
Feb 07, 2025
Q4 2024
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-436- 1.21% |
$22.6K - $24.9K
|
35.6K
$2.02M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-462- 0.3% |
$23.9K - $26.4K
|
155K
$8.79M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-500- 96.9% |
$25.9K - $28.6K
|
16
$908
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-500- 10.62% |
$25.9K - $28.6K
|
4.21K
$239K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-515- 15.2% |
$26.7K - $29.4K
|
2.87K
$163K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-538- 5.1% |
$27.9K - $30.7K
|
10K
$568K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-547- 70.4% |
$28.3K - $31.3K
|
230
$13.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-552- 1.17% |
$28.6K - $31.5K
|
46.6K
$2.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-562- 5.93% |
$29.1K - $32.1K
|
8.92K
$506K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-588- 17.66% |
$30.4K - $33.6K
|
2.74K
$156K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-590- 76.33% |
$30.6K - $33.7K
|
183
$10.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-591- 3.67% |
$30.6K - $33.8K
|
15.5K
$880K
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-599- 4.34% |
$31K - $34.2K
|
13.2K
$749K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-640- 6.57% |
$33.1K - $36.6K
|
9.11K
$517K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-651- 8.24% |
$33.7K - $37.2K
|
7.25K
$412K
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-654- 0.77% |
$33.9K - $37.4K
|
84.6K
$4.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-664- 9.36% |
$34.4K - $37.9K
|
6.43K
$365K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-670- 0.84% |
$34.7K - $38.3K
|
79K
$4.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-671- 4.3% |
$34.7K - $38.3K
|
14.9K
$848K
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
SELL
|
- |
-679- 11.52% |
$35.2K - $38.8K
|
5.22K
$296K
|
|
|
Jan 16, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-690- 1.88% |
$35.7K - $39.4K
|
35.9K
$2.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-739- 14.96% |
$38.3K - $42.2K
|
4.2K
$238K
|
|
|
Feb 07, 2025
Q4 2024
|
Claris Advisors, LLC
|
SELL
|
- |
-745- 8.93% |
$38.6K - $42.6K
|
7.6K
$432K
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-769- 2.94% |
$39.8K - $43.9K
|
25.4K
$1.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-803- 0.47% |
$41.6K - $45.9K
|
170K
$9.67M
|
|
|
Feb 06, 2025
Q4 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-844- 0.42% |
$43.7K - $48.2K
|
199K
$11.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-866- 3.97% |
$44.8K - $49.5K
|
20.9K
$1.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-868- 4.74% |
$44.9K - $49.6K
|
17.4K
$990K
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-875- 11.91% |
$45.3K - $50K
|
6.47K
$367K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-900- 16.44% |
$46.6K - $51.4K
|
4.57K
$260K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-900- 16.03% |
$46.6K - $51.4K
|
4.71K
$268K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-910- 7.93% |
$47.1K - $52K
|
10.6K
$600K
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1.05K- 9.43% |
$54.6K - $60.2K
|
10.1K
$575K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.07K- 12.93% |
$55.2K - $61K
|
7.18K
$408K
|