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 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
33.5K+ 3.95% |
$1.73M - $1.91M
|
882K
$50.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
33.4K+ 7.69% |
$1.73M - $1.91M
|
468K
$26.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
33.2K+ 1398.36% |
$1.72M - $1.9M
|
35.6K
$2.02M
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
33K+ 9.61% |
$1.71M - $1.89M
|
377K
$21.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
32.7K+ 4.13% |
$1.69M - $1.87M
|
825K
$46.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
31.5K+ 156.48% |
$1.63M - $1.8M
|
51.6K
$2.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
31.1K+ 2.57% |
$1.61M - $1.78M
|
1.24M
$70.5M
|
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
30.9K+ 8.28% |
$1.6M - $1.77M
|
404K
$22.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
30.6K+ 16.5% |
$1.58M - $1.75M
|
216K
$12.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
29.6K+ 5.25% |
$1.53M - $1.69M
|
593K
$33.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
29.4KNew |
$1.52M - $1.68M
|
29.4K
$1.67M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
29.4K+ 7.09% |
$1.52M - $1.68M
|
443K
$25.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
28.3K+ 32.71% |
$1.47M - $1.62M
|
115K
$6.52M
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
28.1K+ 9.59% |
$1.45M - $1.6M
|
321K
$18.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
27.5K+ 8.18% |
$1.42M - $1.57M
|
363K
$20.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
27.2K+ 12.79% |
$1.41M - $1.56M
|
240K
$13.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
26.9K+ 9.38% |
$1.39M - $1.54M
|
313K
$17.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
26.6K+ 90.45% |
$1.38M - $1.52M
|
56.1K
$3.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
26.6K+ 10.2% |
$1.38M - $1.52M
|
287K
$16.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
26.5K+ 27.45% |
$1.37M - $1.51M
|
123K
$6.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
25.8KNew |
$1.33M - $1.47M
|
25.8K
$1.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
25.5K+ 7.21% |
$1.32M - $1.46M
|
378K
$21.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
25.4KNew |
$1.32M - $1.45M
|
25.4K
$1.44M
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
25K+ 18.93% |
$1.29M - $1.43M
|
157K
$8.92M
|
|
|
Feb 13, 2025
Q4 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
24.9K+ 8.83% |
$1.29M - $1.42M
|
306K
$17.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
24.8K+ 150.86% |
$1.28M - $1.42M
|
41.2K
$2.34M
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
24.4K+ 61.41% |
$1.26M - $1.4M
|
64.2K
$3.64M
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
22.8K+ 8.29% |
$1.18M - $1.3M
|
298K
$16.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
22.6K+ 10.48% |
$1.17M - $1.29M
|
238K
$13.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
22.5KNew |
$1.17M - $1.29M
|
22.5K
$1.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
22.5KNew |
$1.17M - $1.29M
|
22.5K
$1.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
22.4KNew |
$1.16M - $1.28M
|
22.4K
$1.27M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
22KNew |
$1.14M - $1.26M
|
22K
$1.25M
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
21.2K+ 18.77% |
$1.1M - $1.21M
|
134K
$7.62M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
21.1KNew |
$1.09M - $1.21M
|
21.1K
$1.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
21K+ 192.38% |
$1.09M - $1.2M
|
31.9K
$1.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
20.8K+ 2.67% |
$1.08M - $1.19M
|
798K
$45.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
20.8K+ 452.04% |
$1.08M - $1.19M
|
25.4K
$1.44M
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
20.7K+ 9.22% |
$1.07M - $1.18M
|
245K
$13.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
20.7K+ 9.35% |
$1.07M - $1.18M
|
242K
$13.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
20.1K+ 10.92% |
$1.04M - $1.15M
|
204K
$11.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
20.1KNew |
$1.04M - $1.15M
|
20.1K
$1.14M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
20KNew |
$1.03M - $1.14M
|
20K
$1.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
19.8KNew |
$1.03M - $1.13M
|
19.8K
$1.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
19.7K+ 3.53% |
$1.02M - $1.12M
|
577K
$32.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
19.7K+ 20.55% |
$1.02M - $1.12M
|
115K
$6.56M
|
|
|
Jan 22, 2025
Q4 2024
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
19.7KNew |
$1.02M - $1.12M
|
19.7K
$1.12M
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
19K+ 20.6% |
$984K - $1.09M
|
111K
$6.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
18.9K+ 6.76% |
$979K - $1.08M
|
298K
$16.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
18.8K+ 19.0% |
$976K - $1.08M
|
118K
$6.7M
|