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 12, 2024
Q3 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-146- 2.33% |
$7.55K - $8.46K
|
6.13K
$320K
|
|
|
Oct 22, 2024
Q3 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-148- 22.87% |
$7.65K - $8.58K
|
499
$26.1K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-150- 2.19% |
$7.76K - $8.69K
|
6.69K
$350K
|
|
|
Nov 04, 2024
Q3 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-154- 1.09% |
$7.96K - $8.93K
|
13.9K
$729K
|
|
|
Oct 31, 2024
Q3 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-155- 0.76% |
$8.02K - $8.98K
|
20.1K
$1.05M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-155- 1.99% |
$8.02K - $8.98K
|
7.65K
$400K
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
SELL
|
- |
-157- 3.17% |
$8.12K - $9.1K
|
4.8K
$251K
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-160- 2.91% |
$8.28K - $9.27K
|
5.33K
$279K
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-166- 0.42% |
$8.59K - $9.62K
|
39K
$2.04M
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-167- 17.69% |
$8.64K - $9.68K
|
777
$40.6K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-188- 24.83% |
$9.72K - $10.9K
|
569
$29.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-193- 80.42% |
$9.98K - $11.2K
|
47
$2.46K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-195- 3.86% |
$10.1K - $11.3K
|
4.85K
$254K
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
SELL
|
- |
-211- 4.85% |
$10.9K - $12.2K
|
4.14K
$217K
|
|
|
Oct 29, 2024
Q3 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-215- 4.54% |
$11.1K - $12.5K
|
4.52K
$236K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-227- 1.53% |
$11.7K - $13.2K
|
14.6K
$762K
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-236- 1.6% |
$12.2K - $13.7K
|
14.5K
$759K
|
|
|
Nov 06, 2024
Q3 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-247- 4.35% |
$12.8K - $14.3K
|
5.43K
$284K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-248- 0.5% |
$12.8K - $14.4K
|
49.1K
$2.57M
|
|
|
Oct 17, 2024
Q3 2024
|
Oak Family Advisors, LLC
|
SELL
|
- |
-250- 6.3% |
$12.9K - $14.5K
|
3.72K
$194K
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
SELL
|
- |
-252- 0.33% |
$13K - $14.6K
|
75.8K
$3.97M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-258- 0.74% |
$13.3K - $15K
|
34.7K
$1.82M
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-261- 10.55% |
$13.5K - $15.1K
|
2.21K
$116K
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-265- 1.51% |
$13.7K - $15.4K
|
17.2K
$901K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-265- 7.37% |
$13.7K - $15.4K
|
3.33K
$174K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-271- 0.63% |
$14K - $15.7K
|
42.5K
$2.22M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-279- 2.92% |
$14.4K - $16.2K
|
9.29K
$486K
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-286- 2.7% |
$14.8K - $16.6K
|
10.3K
$540K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-291- 1.82% |
$15.1K - $16.9K
|
15.7K
$822K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-299- 9.42% |
$15.5K - $17.3K
|
2.87K
$150K
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-308- 2.44% |
$15.9K - $17.9K
|
12.3K
$643K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-314- 3.12% |
$16.2K - $18.2K
|
9.75K
$510K
|
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-318- 4.45% |
$16.4K - $18.4K
|
6.83K
$357K
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-318- 1.15% |
$16.4K - $18.4K
|
27.4K
$1.43M
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-329- 0.4% |
$17K - $19.1K
|
82K
$4.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
SELL
|
- |
-333- 1.61% |
$17.2K - $19.3K
|
20.4K
$1.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-337- 0.41% |
$17.4K - $19.5K
|
82.6K
$4.32M
|
|
|
Oct 07, 2024
Q3 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-349- 5.42% |
$18.1K - $20.2K
|
6.09K
$318K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-350- 4.57% |
$18.1K - $20.3K
|
7.3K
$382K
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-360- 2.03% |
$18.6K - $20.9K
|
17.4K
$908K
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-361- 0.84% |
$18.7K - $20.9K
|
42.6K
$2.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-365- 8.33% |
$18.9K - $21.2K
|
4.02K
$210K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-387- 3.4% |
$20K - $22.4K
|
11K
$576K
|
|
|
Oct 28, 2024
Q3 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-399- 0.96% |
$20.6K - $23.1K
|
41.3K
$2.16M
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
SELL
|
- |
-405- 6.43% |
$20.9K - $23.5K
|
5.9K
$308K
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-405- 0.34% |
$20.9K - $23.5K
|
117K
$6.13M
|
|
|
Dec 10, 2024
Q3 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-410- 5.4% |
$21.2K - $23.8K
|
7.19K
$376K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-452- 6.25% |
$23.4K - $26.2K
|
6.78K
$355K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-482- 16.64% |
$24.9K - $27.9K
|
2.41K
$126K
|
|
|
Nov 07, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-485- 0.14% |
$25.1K - $28.1K
|
351K
$18.3M
|