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
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
6.68K+ 4.88% |
$346K - $382K
|
144K
$8.15M
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
6.58K+ 5.79% |
$341K - $376K
|
120K
$6.83M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
6.55KNew |
$339K - $374K
|
6.55K
$372K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
6.44K+ 15.11% |
$333K - $368K
|
49K
$2.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
6.41K+ 26.97% |
$332K - $367K
|
30.2K
$1.71M
|
|
|
Feb 12, 2025
Q4 2024
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
BUY
|
- |
6.4KNew |
$331K - $366K
|
6.4K
$363K
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
6.36K+ 10.38% |
$329K - $364K
|
67.7K
$3.84M
|
|
|
Feb 04, 2025
Q4 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
6.33K+ 17.81% |
$328K - $362K
|
41.9K
$2.38M
|
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
BUY
|
- |
6.32K+ 2.39% |
$327K - $361K
|
271K
$15.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
6.12K+ 16.64% |
$317K - $350K
|
42.9K
$2.44M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
6.11K+ 28.04% |
$316K - $349K
|
27.9K
$1.58M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
6.11KNew |
$316K - $349K
|
6.11K
$347K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
6.01KNew |
$311K - $344K
|
6.01K
$341K
|
|
|
Jan 17, 2025
Q4 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
5.99K+ 7.75% |
$310K - $342K
|
83.3K
$4.73M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
5.99K+ 29.36% |
$310K - $342K
|
26.4K
$1.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
5.78KNew |
$299K - $330K
|
5.78K
$328K
|
|
|
Jan 17, 2025
Q4 2024
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
5.77KNew |
$299K - $330K
|
5.77K
$328K
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
5.73K+ 3.7% |
$297K - $328K
|
161K
$9.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
5.72K+ 4.69% |
$296K - $327K
|
128K
$7.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
5.64K+ 105.25% |
$292K - $322K
|
11K
$624K
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
5.63K+ 3.43% |
$291K - $321K
|
169K
$9.62M
|
|
|
Feb 10, 2025
Q4 2024
|
Addison Capital CO
|
BUY
|
- |
5.57K+ 27.04% |
$289K - $318K
|
26.2K
$1.49M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
5.56KNew |
$288K - $317K
|
5.56K
$315K
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
5.49KNew |
$284K - $313K
|
5.49K
$311K
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
5.48K+ 14.56% |
$284K - $313K
|
43.2K
$2.45M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
5.45K+ 3.6% |
$282K - $312K
|
157K
$8.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
5.41K+ 56.56% |
$280K - $309K
|
15K
$850K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
5.35KNew |
$277K - $306K
|
5.35K
$304K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.35K+ 17.31% |
$277K - $306K
|
36.2K
$2.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
5.16K+ 3.15% |
$267K - $295K
|
169K
$9.57M
|
|
|
Jan 21, 2025
Q4 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
5.15KNew |
$267K - $294K
|
5.15K
$292K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
5.15K+ 9.59% |
$267K - $294K
|
58.8K
$3.34M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
5.14KNew |
$266K - $294K
|
5.14K
$292K
|
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
5.14KNew |
$266K - $294K
|
5.14K
$292K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5.1K+ 12.74% |
$264K - $292K
|
45.2K
$2.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Valence8 Us LP
Cambridge, MA |
BUY
|
- |
5.06K+ 1.27% |
$262K - $289K
|
404K
$23M
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
5.03K+ 1.62% |
$260K - $287K
|
315K
$17.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
4.96K+ 19.77% |
$257K - $284K
|
30.1K
$1.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
4.96KNew |
$257K - $284K
|
4.96K
$282K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.92K+ 44.84% |
$255K - $281K
|
15.9K
$902K
|
|
|
Jan 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
4.88K+ 15.25% |
$252K - $279K
|
36.8K
$2.09M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
4.86K+ 3.57% |
$252K - $278K
|
141K
$8M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.86K+ 15.82% |
$252K - $278K
|
35.6K
$2.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.85K+ 2.92% |
$251K - $277K
|
171K
$9.72M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
4.84K+ 5.25% |
$251K - $277K
|
97.1K
$5.52M
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
4.82K+ 37.02% |
$250K - $275K
|
17.8K
$1.01M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.81KNew |
$249K - $275K
|
4.81K
$273K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
4.79K+ 4.35% |
$248K - $274K
|
115K
$6.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
4.75KNew |
$246K - $271K
|
4.75K
$269K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.74K+ 33.55% |
$246K - $271K
|
18.9K
$1.07M
|