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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
33.2K+ 117.15% |
$1.72M - $1.92M
|
61.5K
$3.21M
|
|
|
Nov 07, 2024
Q3 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
32.9K+ 150.68% |
$1.7M - $1.9M
|
54.7K
$2.86M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
32.4K+ 24.79% |
$1.67M - $1.88M
|
163K
$8.52M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
32K+ 1.66% |
$1.66M - $1.85M
|
1.95M
$102M
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
30.8K+ 80.79% |
$1.59M - $1.78M
|
68.8K
$3.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
30.2K+ 7.74% |
$1.56M - $1.75M
|
420K
$22M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
29.8K+ 40.15% |
$1.54M - $1.73M
|
104K
$5.45M
|
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
29.4KNew |
$1.52M - $1.71M
|
29.4K
$1.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
28.7KNew |
$1.49M - $1.67M
|
28.7K
$1.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
27.9KNew |
$1.45M - $1.62M
|
27.9K
$1.46M
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
27.2K+ 167.18% |
$1.41M - $1.58M
|
43.5K
$2.27M
|
|
|
Nov 05, 2024
Q3 2024
|
Strategic Equity Management
|
BUY
|
- |
26.7K+ 56.69% |
$1.38M - $1.55M
|
73.8K
$3.86M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
26.6K+ 74.38% |
$1.38M - $1.54M
|
62.3K
$3.26M
|
|
|
Dec 03, 2024
Q3 2024
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
26.5K+ 153.69% |
$1.37M - $1.54M
|
43.8K
$2.29M
|
|
|
Oct 21, 2024
Q3 2024
|
Moneywise, Inc.
|
BUY
|
- |
25K+ 92.01% |
$1.29M - $1.45M
|
52.1K
$2.72M
|
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
24.9K+ 40.35% |
$1.29M - $1.44M
|
86.6K
$4.53M
|
|
|
Oct 21, 2024
Q3 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
24.7K+ 78.96% |
$1.28M - $1.43M
|
56.1K
$2.93M
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
24.3K+ 168.84% |
$1.26M - $1.41M
|
38.7K
$2.02M
|
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
24.2K+ 65.36% |
$1.25M - $1.4M
|
61.3K
$3.21M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
23.8K+ 18.3% |
$1.23M - $1.38M
|
154K
$8.05M
|
|
|
Oct 31, 2024
Q3 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
23.2KNew |
$1.2M - $1.34M
|
23.2K
$1.21M
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
22.7K+ 16.75% |
$1.17M - $1.31M
|
158K
$8.26M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
22.5K+ 73.91% |
$1.16M - $1.3M
|
52.8K
$2.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Causeway Capital Management LLC
Los Angeles, CA |
BUY
|
- |
22.4KNew |
$1.16M - $1.3M
|
22.4K
$1.17M
|
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
BUY
|
- |
22.3K+ 276.17% |
$1.16M - $1.29M
|
30.4K
$1.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
22.2K+ 115.44% |
$1.15M - $1.29M
|
41.5K
$2.17M
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
22.2K+ 151.9% |
$1.15M - $1.29M
|
36.8K
$1.92M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
21.5K+ 8.83% |
$1.11M - $1.24M
|
265K
$13.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
21.3K+ 62.22% |
$1.1M - $1.24M
|
55.6K
$2.91M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
20.9K+ 4.44% |
$1.08M - $1.21M
|
493K
$25.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
20.9K+ 134.83% |
$1.08M - $1.21M
|
36.3K
$1.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
20.9K+ 85.44% |
$1.08M - $1.21M
|
45.3K
$2.37M
|
|
|
Nov 06, 2024
Q3 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
20.8K+ 88.92% |
$1.07M - $1.2M
|
44.1K
$2.31M
|
|
|
Oct 22, 2024
Q3 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
20.3K+ 54.03% |
$1.05M - $1.17M
|
57.7K
$3.02M
|
|
|
Nov 07, 2024
Q3 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
20.2K+ 172.54% |
$1.05M - $1.17M
|
32K
$1.67M
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
20K+ 26.33% |
$1.03M - $1.16M
|
96K
$5.02M
|
|
|
Oct 10, 2024
Q3 2024
|
Brave Asset Management Inc
|
BUY
|
- |
19.3K+ 4.36% |
$998K - $1.12M
|
462K
$24.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
19.1K+ 121.42% |
$987K - $1.11M
|
34.8K
$1.82M
|
|
|
Nov 05, 2024
Q3 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
18.9K+ 113.27% |
$976K - $1.09M
|
35.5K
$1.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
18.7K+ 7.17% |
$966K - $1.08M
|
279K
$14.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
17.9K+ 76.52% |
$928K - $1.04M
|
41.4K
$2.16M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
17.5K+ 65.24% |
$903K - $1.01M
|
44.2K
$2.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
17.4KNew |
$899K - $1.01M
|
17.4K
$909K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
17.1K+ 180.71% |
$883K - $989K
|
26.5K
$1.39M
|
|
|
Nov 07, 2024
Q3 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
17.1K+ 16.88% |
$882K - $989K
|
118K
$6.18M
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
17K+ 226.8% |
$877K - $983K
|
24.4K
$1.28M
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
16.9K+ 92.45% |
$875K - $981K
|
35.2K
$1.84M
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
BUY
|
- |
16.9K+ 114.4% |
$874K - $979K
|
31.7K
$1.66M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
16.9K+ 166.37% |
$872K - $977K
|
27K
$1.41M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
16.4K+ 46.41% |
$848K - $951K
|
51.7K
$2.71M
|