Purchases and Sales Made in Q3 2024 in Msci Eafe Value ETF (EFV)
This table provides information about the institutional ownership of Msci Eafe Value ETF (EFV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
28.8M+ 114.61% |
$1.49B - $1.67B
|
54M
$2.82B
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.1M+ 91.44% |
$316M - $354M
|
12.8M
$668M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.44M+ 82.14% |
$230M - $258M
|
9.86M
$515M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.09M+ 44.76% |
$212M - $237M
|
13.2M
$692M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
3.14M+ 103.4% |
$162M - $182M
|
6.18M
$323M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.87M+ 101.1% |
$148M - $166M
|
5.71M
$299M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.71M+ 48.37% |
$140M - $157M
|
8.31M
$434M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.09MNew |
$108M - $121M
|
2.09M
$109M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.82M+ 114.97% |
$93.9M - $105M
|
3.4M
$178M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.72M+ 21.54% |
$88.9M - $99.6M
|
9.69M
$507M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.69M+ 135.47% |
$87.4M - $97.9M
|
2.94M
$154M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.31M+ 90.57% |
$67.9M - $76.1M
|
2.76M
$144M
|
|
|
Nov 08, 2024
Q3 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
1.31M+ 124.6% |
$67.6M - $75.7M
|
2.36M
$123M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.27M+ 95.9% |
$65.4M - $73.3M
|
2.58M
$135M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
996K+ 131.2% |
$51.5M - $57.7M
|
1.76M
$91.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
BUY
|
- |
978K+ 165.15% |
$50.6M - $56.7M
|
1.57M
$82.1M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
842K+ 148.02% |
$43.6M - $48.8M
|
1.41M
$73.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
804K+ 137.51% |
$41.6M - $46.6M
|
1.39M
$72.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
634K+ 76.25% |
$32.8M - $36.7M
|
1.46M
$76.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
609K+ 105.83% |
$31.5M - $35.3M
|
1.18M
$61.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
588K+ 227.61% |
$30.4M - $34.1M
|
847K
$44.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
551K+ 4.68% |
$28.5M - $31.9M
|
12.3M
$644M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
516K+ 1036.11% |
$26.7M - $29.9M
|
566K
$29.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
486K+ 181.62% |
$25.1M - $28.2M
|
754K
$39.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
465K+ 173.91% |
$24.1M - $27M
|
733K
$38.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
401K+ 245.96% |
$20.7M - $23.2M
|
563K
$29.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
382K+ 112.7% |
$19.7M - $22.1M
|
720K
$37.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
380K+ 225.14% |
$19.6M - $22M
|
548K
$28.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
364K+ 128.55% |
$18.8M - $21.1M
|
647K
$33.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
357K+ 124.7% |
$18.5M - $20.7M
|
643K
$33.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
348K+ 2.44% |
$18M - $20.2M
|
14.6M
$766M
|
|
|
Nov 14, 2024
Q3 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
301KNew |
$15.6M - $17.5M
|
301K
$15.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
299KNew |
$15.5M - $17.3M
|
299K
$15.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
277K+ 20.74% |
$14.3M - $16M
|
1.61M
$84.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
265K+ 51.55% |
$13.7M - $15.3M
|
778K
$40.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
248K+ 169.66% |
$12.8M - $14.4M
|
395K
$20.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
226K+ 26.26% |
$11.7M - $13.1M
|
1.09M
$56.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
225K+ 70.63% |
$11.7M - $13.1M
|
544K
$28.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
225K+ 9.91% |
$11.6M - $13M
|
2.5M
$131M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
222K+ 99.96% |
$11.5M - $12.8M
|
443K
$23.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
217K+ 162.31% |
$11.2M - $12.6M
|
351K
$18.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
209K+ 127.21% |
$10.8M - $12.1M
|
373K
$19.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
205K+ 97.96% |
$10.6M - $11.9M
|
414K
$21.6M
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
202K+ 118.62% |
$10.5M - $11.7M
|
373K
$19.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
198K+ 649.77% |
$10.2M - $11.5M
|
228K
$11.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
192K+ 23.6% |
$9.95M - $11.1M
|
1.01M
$52.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
189K+ 81.81% |
$9.76M - $10.9M
|
419K
$21.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
182K+ 175.39% |
$9.43M - $10.6M
|
286K
$15M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
175K+ 28.39% |
$9.07M - $10.2M
|
793K
$41.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
172K+ 7.09% |
$8.9M - $9.98M
|
2.6M
$136M
|