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
|
Aveo Capital Partners, LLC
|
BUY
|
- |
18.8K+ 93.24% |
$974K - $1.07M
|
39K
$2.21M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
18.7K+ 61.3% |
$970K - $1.07M
|
49.3K
$2.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
18.7K+ 10.5% |
$968K - $1.07M
|
197K
$11.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
18.3K+ 20.3% |
$948K - $1.05M
|
108K
$6.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
17.8K+ 39.89% |
$923K - $1.02M
|
62.5K
$3.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
17.8K+ 9.37% |
$922K - $1.02M
|
208K
$11.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
17.8K+ 5.91% |
$922K - $1.02M
|
319K
$18.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
17.7K+ 5.91% |
$916K - $1.01M
|
317K
$18M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
17.4K+ 1.19% |
$903K - $996K
|
1.48M
$84.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
17.2K+ 10.94% |
$893K - $985K
|
175K
$9.93M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
17K+ 6.03% |
$882K - $974K
|
300K
$17M
|
|
|
Jan 29, 2025
Q4 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
17K+ 5.55% |
$881K - $973K
|
324K
$18.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Sofi Wealth, LLC
|
BUY
|
- |
16.8KNew |
$868K - $958K
|
16.8K
$952K
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
16.6KNew |
$862K - $951K
|
16.6K
$945K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
16.5K+ 5.38% |
$854K - $943K
|
323K
$18.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
16.5K+ 12.63% |
$854K - $942K
|
147K
$8.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
16.3K+ 30.87% |
$845K - $932K
|
69.2K
$3.93M
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
16.2K+ 99.45% |
$836K - $923K
|
32.4K
$1.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
16.1K+ 63.26% |
$835K - $921K
|
41.6K
$2.36M
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
15.8K+ 225.26% |
$818K - $903K
|
22.8K
$1.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
15.8K+ 40.45% |
$818K - $903K
|
54.9K
$3.11M
|
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
15.4K+ 7.05% |
$797K - $879K
|
234K
$13.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
15.2K+ 9.6% |
$785K - $866K
|
173K
$9.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
15KNew |
$774K - $855K
|
15K
$849K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
14.8K+ 154.48% |
$767K - $847K
|
24.4K
$1.39M
|
|
|
Jan 28, 2025
Q4 2024
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
14.7KNew |
$759K - $837K
|
14.7K
$832K
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
14.5KNew |
$752K - $830K
|
14.5K
$824K
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
14.2K+ 11.1% |
$734K - $810K
|
142K
$8.06M
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
13.9K+ 21.74% |
$717K - $792K
|
77.6K
$4.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
13.8K+ 13.67% |
$715K - $789K
|
115K
$6.52M
|
|
|
Jan 22, 2025
Q4 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
13.5K+ 10.29% |
$701K - $774K
|
145K
$8.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
13.3KNew |
$690K - $761K
|
13.3K
$756K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
13K+ 7.27% |
$674K - $744K
|
192K
$10.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
12.9K+ 32.56% |
$665K - $734K
|
52.3K
$2.97M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
12.7KNew |
$657K - $726K
|
12.7K
$721K
|
|
|
Feb 18, 2025
Q4 2024
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
12.7KNew |
$656K - $724K
|
12.7K
$720K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
12.6K+ 4.21% |
$653K - $721K
|
312K
$17.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
12.6KNew |
$652K - $720K
|
12.6K
$715K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
12.5K+ 13.01% |
$647K - $714K
|
108K
$6.16M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
12.5K+ 12.96% |
$645K - $712K
|
109K
$6.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
12.3KNew |
$638K - $704K
|
12.3K
$699K
|
|
|
Feb 14, 2025
Q4 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
12.2K+ 51.24% |
$633K - $699K
|
36.1K
$2.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
11.9KNew |
$617K - $681K
|
11.9K
$677K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
11.9KNew |
$614K - $678K
|
11.9K
$674K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
11.8K+ 15.01% |
$612K - $676K
|
90.6K
$5.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
11.7K+ 15.11% |
$603K - $666K
|
88.8K
$5.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
11.5K+ 6.82% |
$598K - $660K
|
181K
$10.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
11.3K+ 41.34% |
$587K - $647K
|
38.7K
$2.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
11.2K+ 9.45% |
$578K - $638K
|
129K
$7.34M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
11K+ 49.01% |
$572K - $631K
|
33.6K
$1.91M
|