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 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
4.74K+ 7.43% |
$246K - $271K
|
68.6K
$3.89M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.63K+ 4.22% |
$240K - $265K
|
114K
$6.49M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
4.57KNew |
$237K - $261K
|
4.57K
$260K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4.56K+ 5.36% |
$236K - $260K
|
89.5K
$5.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.55K+ 13.1% |
$235K - $260K
|
39.3K
$2.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
4.49KNew |
$233K - $257K
|
4.49K
$255K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
4.48KNew |
$232K - $256K
|
4.48K
$254K
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
4.46K+ 52.9% |
$231K - $255K
|
12.9K
$731K
|
|
|
Feb 14, 2025
Q4 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
4.21KNew |
$218K - $241K
|
4.21K
$239K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
4.16K+ 10151.22% |
$216K - $238K
|
4.2K
$239K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
4.12K+ 2.27% |
$213K - $235K
|
186K
$10.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
3.97K+ 25.95% |
$206K - $227K
|
19.3K
$1.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3.95K+ 27.74% |
$204K - $226K
|
18.2K
$1.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.95K+ 1.91% |
$204K - $225K
|
210K
$11.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
3.93K+ 8.97% |
$204K - $225K
|
47.7K
$2.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.91K+ 2.33% |
$203K - $224K
|
172K
$9.76M
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
3.86K+ 3.82% |
$200K - $221K
|
105K
$5.96M
|
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
BUY
|
- |
3.86K+ 15.53% |
$200K - $221K
|
28.7K
$1.63M
|
|
|
Feb 11, 2025
Q4 2024
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
3.84KNew |
$199K - $220K
|
3.84K
$218K
|
|
|
Jan 14, 2025
Q4 2024
|
Brave Asset Management Inc
|
BUY
|
- |
3.83K+ 0.83% |
$198K - $219K
|
466K
$26.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
3.78K+ 1.43% |
$196K - $216K
|
268K
$15.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
3.75K+ 28.69% |
$194K - $214K
|
16.8K
$954K
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
BUY
|
- |
3.66K+ 12.02% |
$189K - $209K
|
34.1K
$1.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.66K+ 21.03% |
$189K - $209K
|
21K
$1.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.63K+ 5.83% |
$188K - $208K
|
66K
$3.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
3.58K+ 13.0% |
$185K - $204K
|
31.1K
$1.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
3.57K+ 8.59% |
$185K - $204K
|
45.1K
$2.56M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
3.49K+ 24.88% |
$181K - $200K
|
17.5K
$995K
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
3.47K+ 27.81% |
$180K - $198K
|
15.9K
$905K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
3.45KNew |
$179K - $197K
|
3.45K
$196K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
3.44K+ 63.49% |
$178K - $196K
|
8.85K
$503K
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
3.41K+ 1.61% |
$177K - $195K
|
215K
$12.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
BUY
|
- |
3.38K+ 1.35% |
$175K - $193K
|
254K
$14.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
3.35K+ 6.95% |
$174K - $192K
|
51.6K
$2.93M
|
|
|
Jan 13, 2025
Q4 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
3.17K+ 2.71% |
$164K - $181K
|
120K
$6.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.16K+ 4.91% |
$164K - $181K
|
67.5K
$3.83M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
3.14K+ 7.05% |
$162K - $179K
|
47.6K
$2.71M
|
|
|
Jan 21, 2025
Q4 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
3.13K+ 1.46% |
$162K - $179K
|
217K
$12.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3.13K+ 3.09% |
$162K - $179K
|
104K
$5.92M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
3.07K+ 14.07% |
$159K - $176K
|
24.9K
$1.41M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3.05K+ 9.81% |
$158K - $174K
|
34.1K
$1.94M
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
3.04K+ 22.89% |
$157K - $173K
|
16.3K
$925K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3K+ 7.36% |
$155K - $171K
|
43.7K
$2.48M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.96K+ 20.07% |
$153K - $169K
|
17.7K
$1.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
2.95K+ 8.37% |
$153K - $168K
|
38.2K
$2.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
2.87K+ 3.14% |
$149K - $164K
|
94.3K
$5.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
2.82K+ 9.79% |
$146K - $161K
|
31.7K
$1.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.81K+ 9.43% |
$145K - $160K
|
32.6K
$1.85M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.8K+ 13.9% |
$145K - $160K
|
22.9K
$1.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
2.76K+ 8.68% |
$143K - $158K
|
34.6K
$1.96M
|