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 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
10.7K+ 0.76% |
$554K - $612K
|
1.43M
$81M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
10.5K+ 20.4% |
$544K - $600K
|
62K
$3.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
10.5K+ 6.26% |
$543K - $599K
|
178K
$10.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
10.3KNew |
$535K - $590K
|
10.3K
$587K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
10.3KNew |
$534K - $589K
|
10.3K
$585K
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
10.2K+ 7.08% |
$528K - $583K
|
154K
$8.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
10.1K+ 5.85% |
$524K - $579K
|
183K
$10.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
10.1K+ 3.49% |
$523K - $577K
|
300K
$17M
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
10.1K+ 11.42% |
$523K - $577K
|
98.5K
$5.59M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
9.8K+ 14.86% |
$507K - $560K
|
75.8K
$4.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
9.8KNew |
$507K - $560K
|
9.8K
$556K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
9.74K+ 0.83% |
$504K - $557K
|
1.19M
$67.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
9.58KNew |
$496K - $547K
|
9.58K
$544K
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
9.57KNew |
$496K - $547K
|
9.57K
$543K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
9.56K+ 17.9% |
$495K - $547K
|
63K
$3.58M
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
9.39KNew |
$486K - $537K
|
9.39K
$533K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
9.26K+ 17.89% |
$479K - $529K
|
61K
$3.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
9.01K+ 7.86% |
$466K - $515K
|
124K
$7.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
9K+ 1.64% |
$466K - $514K
|
557K
$31.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
8.99K+ 4.84% |
$465K - $513K
|
194K
$11M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
8.74K+ 37.61% |
$453K - $500K
|
32K
$1.82M
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
8.68K+ 15.89% |
$450K - $496K
|
63.3K
$3.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
BUY
|
- |
8.54K+ 15.08% |
$442K - $488K
|
65.2K
$3.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
8.49KNew |
$440K - $485K
|
8.49K
$482K
|
|
|
Feb 04, 2025
Q4 2024
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
8.33KNew |
$431K - $476K
|
8.33K
$473K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
8.31KNew |
$430K - $475K
|
8.31K
$472K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
8.29KNew |
$429K - $474K
|
8.29K
$471K
|
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
8.27K+ 8.85% |
$428K - $472K
|
102K
$5.77M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
8.2K+ 30.93% |
$425K - $469K
|
34.7K
$1.97M
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
8.2K+ 7.42% |
$424K - $468K
|
119K
$6.74M
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
BUY
|
- |
8.12K+ 2.11% |
$421K - $464K
|
392K
$22.3M
|
|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
8.08KNew |
$418K - $462K
|
8.08K
$459K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
8.01K+ 11.64% |
$415K - $458K
|
76.8K
$4.36M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
7.93K+ 74.09% |
$411K - $453K
|
18.6K
$1.06M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.78K+ 11.35% |
$403K - $444K
|
76.3K
$4.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
7.73K+ 2.41% |
$400K - $442K
|
329K
$18.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
7.59K+ 4170.88% |
$393K - $434K
|
7.77K
$441K
|
|
|
Jan 30, 2025
Q4 2024
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
7.57KNew |
$392K - $433K
|
7.57K
$430K
|
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
BUY
|
- |
7.47KNew |
$387K - $427K
|
7.47K
$424K
|
|
|
Feb 11, 2025
Q4 2024
|
Washington Trust Bank
|
BUY
|
- |
7.33KNew |
$380K - $419K
|
7.33K
$416K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
7.3K+ 18.33% |
$378K - $417K
|
47.1K
$2.68M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
7.07K+ 23.06% |
$366K - $404K
|
37.8K
$2.14M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
6.98K+ 24.3% |
$362K - $399K
|
35.7K
$2.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
6.97KNew |
$361K - $398K
|
6.97K
$396K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
6.96KNew |
$360K - $398K
|
6.96K
$395K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
6.94K+ 11.13% |
$360K - $397K
|
69.3K
$3.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
6.89KNew |
$357K - $394K
|
6.89K
$391K
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
6.77K+ 7.27% |
$351K - $387K
|
99.9K
$5.67M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
6.75K+ 6.32% |
$350K - $386K
|
114K
$6.45M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
6.69K+ 53.56% |
$347K - $382K
|
19.2K
$1.09M
|