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 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.76K+ 7.86% |
$143K - $158K
|
37.9K
$2.15M
|
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
2.76K+ 2.7% |
$143K - $158K
|
105K
$5.96M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.72K+ 1.85% |
$141K - $155K
|
149K
$8.48M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.64K+ 42.13% |
$137K - $151K
|
8.91K
$506K
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
2.53K+ 31.99% |
$131K - $145K
|
10.4K
$593K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.52K+ 5.93% |
$131K - $144K
|
45.1K
$2.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
2.5KNew |
$129K - $143K
|
2.5K
$142K
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
2.43K+ 40.03% |
$126K - $139K
|
8.52K
$483K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.42K+ 13.85% |
$125K - $138K
|
19.9K
$1.13M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.41K+ 6.64% |
$125K - $138K
|
38.8K
$2.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.35K+ 150.61% |
$122K - $135K
|
3.92K
$222K
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
2.3K+ 9.62% |
$119K - $132K
|
26.2K
$1.49M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
2.24K+ 13.33% |
$116K - $128K
|
19K
$1.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
2.15K+ 2.88% |
$111K - $123K
|
76.7K
$4.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
2.13K+ 40.35% |
$110K - $122K
|
7.41K
$421K
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
2.07K+ 16.59% |
$107K - $119K
|
14.6K
$828K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2.04K+ 7296.43% |
$106K - $117K
|
2.07K
$118K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
2.04K+ 5.33% |
$106K - $117K
|
40.4K
$2.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
2.02K+ 17.55% |
$105K - $115K
|
13.5K
$768K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.98K+ 21.03% |
$103K - $113K
|
11.4K
$647K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
1.97K+ 45.16% |
$102K - $113K
|
6.34K
$360K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.96K+ 8.43% |
$102K - $112K
|
25.3K
$1.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
1.96K+ 18.17% |
$102K - $112K
|
12.8K
$724K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.92K+ 4.74% |
$99.5K - $110K
|
42.5K
$2.41M
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.84K+ 10.15% |
$95.2K - $105K
|
19.9K
$1.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
1.81K+ 653.79% |
$93.8K - $103K
|
2.09K
$119K
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.81K+ 60.27% |
$93.6K - $103K
|
4.81K
$273K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.8K+ 1.53% |
$93K - $103K
|
119K
$6.76M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.8K+ 34.11% |
$92.9K - $103K
|
7.06K
$401K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.78K+ 9.02% |
$92.1K - $102K
|
21.5K
$1.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
1.75K+ 14.96% |
$90.7K - $100K
|
13.5K
$764K
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
1.73K+ 193.82% |
$89.3K - $98.6K
|
2.62K
$148K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.66K+ 48.9% |
$86.1K - $95K
|
5.06K
$288K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.66K+ 17.15% |
$85.8K - $94.7K
|
11.3K
$643K
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.62K+ 2.89% |
$83.7K - $92.4K
|
57.6K
$3.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
1.62K+ 43.42% |
$83.7K - $92.4K
|
5.34K
$303K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1.58K+ 24.35% |
$82K - $90.5K
|
8.08K
$459K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.54K+ 262.52% |
$79.8K - $88.1K
|
2.13K
$121K
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.53K+ 3.97% |
$79.4K - $87.7K
|
40.2K
$2.28M
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.52K+ 2.73% |
$78.4K - $86.6K
|
56.9K
$3.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
1.46K+ 1.47% |
$75.8K - $83.7K
|
101K
$5.74M
|
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
1.45K+ 2.2% |
$75.3K - $83.1K
|
67.6K
$3.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.45K+ 12.13% |
$75.1K - $82.9K
|
13.4K
$761K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.44K+ 2.0% |
$74.8K - $82.5K
|
73.8K
$4.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
1.41K+ 5.78% |
$73.1K - $80.7K
|
25.9K
$1.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
1.4K+ 2.38% |
$72.5K - $80K
|
60.2K
$3.42M
|
|
|
Feb 12, 2025
Q4 2024
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
1.37K+ 1.57% |
$71K - $78.4K
|
88.5K
$5.02M
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.37K+ 13.67% |
$70.8K - $78.2K
|
11.4K
$646K
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
1.35KNew |
$69.8K - $77K
|
1.35K
$76.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
1.31K+ 3.15% |
$67.6K - $74.6K
|
42.7K
$2.42M
|