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 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
3.45KNew |
$179K - $197K
|
3.45K
$219K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
3.44K+ 63.49% |
$178K - $196K
|
8.85K
$563K
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
3.41K+ 1.61% |
$177K - $195K
|
215K
$13.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
BUY
|
- |
3.38K+ 1.35% |
$175K - $193K
|
254K
$16.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
3.35K+ 6.95% |
$174K - $192K
|
51.6K
$3.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
3.17K+ 2.71% |
$164K - $181K
|
120K
$7.62M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.16K+ 4.91% |
$164K - $181K
|
67.5K
$4.29M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
3.14K+ 7.05% |
$162K - $179K
|
47.6K
$3.03M
|
|
|
Jan 21, 2025
Q4 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
3.13K+ 1.46% |
$162K - $179K
|
217K
$13.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3.13K+ 3.09% |
$162K - $179K
|
104K
$6.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
3.07K+ 14.07% |
$159K - $176K
|
24.9K
$1.58M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3.05K+ 9.81% |
$158K - $174K
|
34.1K
$2.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
3.04K+ 22.89% |
$157K - $173K
|
16.3K
$1.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3K+ 7.36% |
$155K - $171K
|
43.7K
$2.78M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.96K+ 20.07% |
$153K - $169K
|
17.7K
$1.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
2.95K+ 8.37% |
$153K - $168K
|
38.2K
$2.43M
|
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
2.94K+ 59.36% |
$152K - $168K
|
7.89K
$502K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
2.87K+ 3.14% |
$149K - $164K
|
94.3K
$6M
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
2.82K+ 9.79% |
$146K - $161K
|
31.7K
$2.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.81K+ 9.43% |
$145K - $160K
|
32.6K
$2.07M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.8K+ 13.9% |
$145K - $160K
|
22.9K
$1.46M
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
2.76K+ 8.68% |
$143K - $158K
|
34.6K
$2.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.76K+ 7.86% |
$143K - $158K
|
37.9K
$2.41M
|
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
2.76K+ 2.7% |
$143K - $158K
|
105K
$6.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.72K+ 1.85% |
$141K - $155K
|
149K
$9.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.64K+ 42.13% |
$137K - $151K
|
8.91K
$566K
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
2.53K+ 31.99% |
$131K - $145K
|
10.4K
$664K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.52K+ 5.93% |
$131K - $144K
|
45.1K
$2.87M
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
2.5KNew |
$129K - $143K
|
2.5K
$159K
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
2.43K+ 40.03% |
$126K - $139K
|
8.52K
$542K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.42K+ 13.85% |
$125K - $138K
|
19.9K
$1.26M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.41K+ 6.64% |
$125K - $138K
|
38.8K
$2.46M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.35K+ 150.61% |
$122K - $135K
|
3.92K
$249K
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
2.3K+ 9.62% |
$119K - $132K
|
26.2K
$1.67M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
2.24K+ 13.33% |
$116K - $128K
|
19K
$1.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
2.15K+ 2.88% |
$111K - $123K
|
76.7K
$4.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
2.13K+ 40.35% |
$110K - $122K
|
7.41K
$471K
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
2.07K+ 16.59% |
$107K - $119K
|
14.6K
$927K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2.04K+ 7296.43% |
$106K - $117K
|
2.07K
$132K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
2.04K+ 5.33% |
$106K - $117K
|
40.4K
$2.57M
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
2.02K+ 17.55% |
$105K - $115K
|
13.5K
$861K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.98K+ 21.03% |
$103K - $113K
|
11.4K
$725K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
1.97K+ 45.16% |
$102K - $113K
|
6.34K
$403K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.96K+ 8.43% |
$102K - $112K
|
25.3K
$1.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
1.96K+ 18.17% |
$102K - $112K
|
12.8K
$811K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.92K+ 4.74% |
$99.5K - $110K
|
42.5K
$2.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.84K+ 10.15% |
$95.2K - $105K
|
19.9K
$1.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
1.81K+ 653.79% |
$93.8K - $103K
|
2.09K
$133K
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.81K+ 60.27% |
$93.6K - $103K
|
4.81K
$306K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.8K+ 1.53% |
$93K - $103K
|
119K
$7.57M
|