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
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-4.7K- 80.76% |
$243K - $269K
|
1.12K
$63.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.76K- 1.8% |
$246K - $272K
|
259K
$14.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-5.08K- 41.32% |
$263K - $290K
|
7.21K
$410K
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-5.14K- 8.89% |
$266K - $293K
|
52.6K
$2.99M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-5.29K- 3.86% |
$274K - $302K
|
132K
$7.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.35K- 1.27% |
$277K - $306K
|
418K
$23.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-5.58K- 7.5% |
$289K - $319K
|
68.8K
$3.91M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-5.74K- 6.18% |
$297K - $328K
|
87.2K
$4.95M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-5.75K- 3.15% |
$298K - $328K
|
177K
$10M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-5.83K- 18.21% |
$302K - $333K
|
26.2K
$1.49M
|
|
|
Feb 11, 2025
Q4 2024
|
Virtus Family Office LLC
El Paso, TX |
SELL
|
- |
-5.98K- 36.95% |
$309K - $341K
|
10.2K
$579K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-6.04K- 5.41% |
$313K - $345K
|
106K
$6M
|
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-6.32K- 50.0% |
$327K - $361K
|
6.32K
$359K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-6.41K- 26.03% |
$332K - $366K
|
18.2K
$1.03M
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-6.52K- 43.64% |
$338K - $373K
|
8.42K
$478K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-6.55K- 13.33% |
$339K - $374K
|
42.6K
$2.42M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-6.59K- 4.02% |
$341K - $376K
|
157K
$8.94M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-6.71K- 57.52% |
$347K - $383K
|
4.95K
$281K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-6.8K- 3.3% |
$352K - $389K
|
199K
$11.3M
|
|
|
Feb 18, 2025
Q4 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-6.86K- 1.96% |
$355K - $392K
|
344K
$19.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-7.11K- 7.95% |
$368K - $407K
|
82.4K
$4.68M
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-7.2K- 6.52% |
$373K - $411K
|
103K
$5.86M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-7.44K- 5.28% |
$385K - $425K
|
134K
$7.58M
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-7.64K- 8.82% |
$395K - $436K
|
79K
$4.48M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-7.76K- 4.78% |
$402K - $444K
|
155K
$8.77M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-7.89K- 15.13% |
$408K - $451K
|
44.2K
$2.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-8.34K- 5.04% |
$432K - $476K
|
157K
$8.93M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-8.89K- 35.65% |
$460K - $508K
|
16K
$911K
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-9.23K- 98.07% |
$478K - $527K
|
182
$10.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-9.31K- 9.89% |
$482K - $532K
|
84.8K
$4.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-9.64K- 11.66% |
$499K - $551K
|
73K
$4.15M
|
|
|
Jan 14, 2025
Q4 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-9.95K- 25.6% |
$515K - $568K
|
28.9K
$1.64M
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-10.1K- 3.11% |
$525K - $580K
|
316K
$18M
|
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-10.5K- 53.84% |
$544K - $600K
|
9K
$511K
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-10.7K- 8.09% |
$552K - $609K
|
121K
$6.87M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-10.8K- 5.52% |
$558K - $616K
|
184K
$10.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-10.9K- 33.44% |
$564K - $623K
|
21.7K
$1.23M
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-11.1K- 45.05% |
$576K - $636K
|
13.6K
$771K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-12K- 3.88% |
$623K - $687K
|
298K
$16.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-12.5K- 10.6% |
$648K - $716K
|
106K
$6M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-12.5K- 56.74% |
$649K - $716K
|
9.55K
$542K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-12.6K- 4.1% |
$653K - $721K
|
295K
$16.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-12.7K- 5.21% |
$658K - $726K
|
231K
$13.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-13.3K- 15.59% |
$691K - $763K
|
72.3K
$4.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-14.7K- 20.55% |
$763K - $842K
|
57K
$3.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-15.7K- 68.84% |
$815K - $900K
|
7.13K
$405K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-16.2K- 25.64% |
$838K - $925K
|
46.9K
$2.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-16.2K- 1.76% |
$839K - $926K
|
904K
$51.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-16.9K- 5.88% |
$876K - $967K
|
271K
$15.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-17.9K- 7.85% |
$924K - $1.02M
|
209K
$11.9M
|