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
|
True Private Wealth Advisors
|
SELL
|
- |
-17.9K- 56.62% |
$928K - $1.02M
|
13.7K
$780K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-19.4K- 10.1% |
$1M - $1.11M
|
173K
$9.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-19.6K- 43.25% |
$1.01M - $1.12M
|
25.7K
$1.46M
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-20.4K- 36.47% |
$1.06M - $1.17M
|
35.6K
$2.02M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-24.8K- 0.95% |
$1.28M - $1.42M
|
2.58M
$146M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-26.7K- 6.75% |
$1.38M - $1.52M
|
368K
$20.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-27.7K- 45.73% |
$1.43M - $1.58M
|
32.8K
$1.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-32K- 8.58% |
$1.66M - $1.83M
|
341K
$19.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-32.8K- 7.9% |
$1.7M - $1.88M
|
383K
$21.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-33.4K- 36.55% |
$1.73M - $1.91M
|
57.9K
$3.29M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-34.2K- 99.89% |
$1.77M - $1.96M
|
36
$2.04K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-35.2K- 5.87% |
$1.82M - $2.01M
|
564K
$32M
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-36.4K- 15.44% |
$1.88M - $2.08M
|
199K
$11.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-37.4K- 15.17% |
$1.94M - $2.14M
|
209K
$11.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-43.3K- 2.72% |
$2.24M - $2.48M
|
1.55M
$88.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-71.1K- 93.83% |
$3.68M - $4.06M
|
4.68K
$266K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-74.2K- 85.22% |
$3.84M - $4.24M
|
12.9K
$731K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-82.7K- 13.01% |
$4.28M - $4.73M
|
553K
$31.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-113K- 23.69% |
$5.83M - $6.44M
|
363K
$20.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-140K- 2.27% |
$7.27M - $8.02M
|
6.04M
$343M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-148K- 95.86% |
$7.64M - $8.43M
|
6.37K
$362K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-183K- 7.08% |
$9.47M - $10.5M
|
2.4M
$136M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-216K- 5.95% |
$11.2M - $12.4M
|
3.42M
$194M
|
|
|
Feb 14, 2025
Q4 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-227K- 96.55% |
$11.7M - $13M
|
8.11K
$461K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-241K- 71.05% |
$12.5M - $13.8M
|
98.1K
$5.57M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-251K- 44.4% |
$13M - $14.4M
|
315K
$17.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-257K- 97.13% |
$13.3M - $14.7M
|
7.59K
$431K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-286K- 42.12% |
$14.8M - $16.4M
|
394K
$22.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-307K- 47.71% |
$15.9M - $17.5M
|
336K
$19.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-402K- 41.39% |
$20.8M - $23M
|
569K
$32.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-428K- 78.71% |
$22.2M - $24.5M
|
116K
$6.58M
|
|
|
Feb 12, 2025
Q4 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-789K- 86.32% |
$40.8M - $45.1M
|
125K
$7.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-2.05M- 14.0% |
$106M - $117M
|
12.6M
$715M
|