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
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
102K+ 123.01% |
$5.3M - $5.85M
|
185K
$10.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
102KNew |
$5.28M - $5.83M
|
102K
$5.79M
|
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
99.3K+ 4.22% |
$5.14M - $5.67M
|
2.45M
$139M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
96.7K+ 1334.03% |
$5.01M - $5.53M
|
104K
$5.9M
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
94.8KNew |
$4.91M - $5.42M
|
94.8K
$5.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
94.4K+ 22316.31% |
$4.89M - $5.39M
|
94.8K
$5.38M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
91.7KNew |
$4.75M - $5.24M
|
91.7K
$5.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
88.3K+ 38.18% |
$4.57M - $5.05M
|
320K
$18.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
87.3K+ 11.91% |
$4.52M - $4.99M
|
820K
$46.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
85.1KNew |
$4.41M - $4.87M
|
85.1K
$4.83M
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
84.3K+ 148.25% |
$4.36M - $4.82M
|
141K
$8.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
84.1K+ 12.22% |
$4.35M - $4.81M
|
772K
$43.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
81.8KNew |
$4.23M - $4.67M
|
81.8K
$4.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
78.3KNew |
$4.06M - $4.48M
|
78.3K
$4.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
74.8K+ 17.8% |
$3.87M - $4.27M
|
495K
$28.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
69.8K+ 41.08% |
$3.61M - $3.99M
|
240K
$13.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
69.4K+ 5.59% |
$3.59M - $3.97M
|
1.31M
$74.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
69.1K+ 66.35% |
$3.58M - $3.95M
|
173K
$9.84M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
69K+ 4.35% |
$3.57M - $3.94M
|
1.65M
$93.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
68.3K+ 58.73% |
$3.54M - $3.91M
|
185K
$10.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
68.2KNew |
$3.53M - $3.9M
|
68.2K
$3.87M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
66.5K+ 690.83% |
$3.44M - $3.8M
|
76.1K
$4.32M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
66.5KNew |
$3.44M - $3.8M
|
66.5K
$3.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
65.7K+ 28.78% |
$3.4M - $3.75M
|
294K
$16.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
61.3K+ 18.49% |
$3.18M - $3.5M
|
393K
$22.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
59.9KNew |
$3.1M - $3.43M
|
59.9K
$3.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
56.9K+ 5.64% |
$2.94M - $3.25M
|
1.06M
$60.4M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
54.7K+ 3.88% |
$2.83M - $3.13M
|
1.47M
$83.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
54.7K+ 190.75% |
$2.83M - $3.13M
|
83.4K
$4.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
BUY
|
- |
53.5KNew |
$2.77M - $3.06M
|
53.5K
$3.04M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
52.5K+ 629.02% |
$2.72M - $3M
|
60.8K
$3.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
52K+ 8.05% |
$2.7M - $2.97M
|
699K
$39.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
50.7KNew |
$2.63M - $2.9M
|
50.7K
$2.88M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
50.2K+ 2.57% |
$2.6M - $2.87M
|
2M
$114M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
49.8K+ 56.02% |
$2.58M - $2.85M
|
139K
$7.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
49.1K+ 1.97% |
$2.54M - $2.81M
|
2.55M
$145M
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
47.4KNew |
$2.45M - $2.71M
|
47.4K
$2.69M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
46.9K+ 2.25% |
$2.43M - $2.68M
|
2.14M
$121M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
44.1KNew |
$2.28M - $2.52M
|
44.1K
$2.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
43.7K+ 5.8% |
$2.26M - $2.5M
|
798K
$45.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
43.5K+ 154.47% |
$2.25M - $2.49M
|
71.7K
$4.07M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
43K+ 3.68% |
$2.23M - $2.46M
|
1.21M
$68.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
41.6K+ 9.93% |
$2.16M - $2.38M
|
461K
$26.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
40.7K+ 23.14% |
$2.11M - $2.33M
|
217K
$12.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
40.6K+ 7.42% |
$2.1M - $2.32M
|
588K
$33.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Covenant Partners, LLC
|
BUY
|
- |
38.6K+ 7.59% |
$2M - $2.21M
|
547K
$31.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
36.7K+ 15.71% |
$1.9M - $2.1M
|
271K
$15.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
36KNew |
$1.87M - $2.06M
|
36K
$2.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
35.7KNew |
$1.85M - $2.04M
|
35.7K
$2.03M
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
35K+ 11.55% |
$1.81M - $2M
|
338K
$19.2M
|