Latest Institutional Sells of Msci Eafe Value ETF (EFV)
This list provides information on the latest institutional transactions involving Msci Eafe Value ETF (EFV) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-5.06K- 53.58% |
$265K - $285K
|
4.38K
$256K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-4.61K- 18.28% |
$241K - $260K
|
20.6K
$1.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-3.98KClosed |
$208K - $224K
|
0
$0
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-3.93K- 45.53% |
$205K - $221K
|
4.7K
$275K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.73K- 27.61% |
$143K - $154K
|
7.16K
$419K
|
|
|
Aug 13, 2024
Q2 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-1.78K- 2.63% |
$93.3K - $101K
|
65.9K
$3.86M
|
|
|
Aug 13, 2024
Q2 2024
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.78K- 16.58% |
$93.3K - $101K
|
8.97K
$525K
|
|
|
Jul 22, 2024
Q2 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-1.5K- 14.56% |
$78.5K - $84.6K
|
8.8K
$515K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-1.38K- 65.78% |
$72.3K - $78K
|
719
$42.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.31K- 35.32% |
$68.4K - $73.7K
|
2.39K
$140K
|
|
|
Jul 10, 2024
Q2 2024
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-1.13K- 0.89% |
$59.1K - $63.7K
|
126K
$7.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1K- 57.14% |
$52.3K - $56.4K
|
750
$43.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-994- 3.19% |
$52K - $56.1K
|
30.2K
$1.77M
|
|
|
Aug 06, 2024
Q2 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-968- 12.24% |
$50.7K - $54.6K
|
6.94K
$406K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-842- 15.62% |
$44.1K - $47.5K
|
4.55K
$266K
|
|
|
Jul 11, 2024
Q2 2024
|
Carlson Capital Management
|
SELL
|
- |
-594- 7.14% |
$31.1K - $33.5K
|
7.72K
$452K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-566- 12.04% |
$29.6K - $31.9K
|
4.14K
$242K
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-381- 5.72% |
$19.9K - $21.5K
|
6.28K
$368K
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-378- 3.77% |
$19.8K - $21.3K
|
9.65K
$565K
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-361- 87.41% |
$18.9K - $20.4K
|
52
$3.04K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-285- 3.31% |
$14.9K - $16.1K
|
8.33K
$488K
|
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-280- 3.55% |
$14.7K - $15.8K
|
7.61K
$446K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-195- 34.15% |
$10.2K - $11K
|
376
$22K
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-85- 91.4% |
$4.45K - $4.79K
|
8
$468
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-52- 0.99% |
$2.72K - $2.93K
|
5.2K
$304K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-44- 0.33% |
$2.3K - $2.48K
|
13.4K
$782K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-11- 0.17% |
$576 - $621
|
6.39K
$374K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-213K- 25.24% |
$10.7M - $11.6M
|
630K
$36.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-174K- 97.51% |
$8.77M - $9.47M
|
4.43K
$259K
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
SELL
|
- |
-48K- 20.58% |
$2.42M - $2.62M
|
185K
$10.8M
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-27.7K- 91.83% |
$1.4M - $1.51M
|
2.46K
$144K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
SELL
|
- |
-17.1K- 10.55% |
$864K - $934K
|
145K
$8.51M
|
|
|
Apr 29, 2024
Q1 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-12K- 41.7% |
$607K - $656K
|
16.8K
$985K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.24K- 40.85% |
$214K - $231K
|
6.14K
$359K
|
|
|
Apr 23, 2024
Q1 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-3.35K- 37.24% |
$169K - $183K
|
5.65K
$331K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.08K- 0.54% |
$105K - $114K
|
387K
$22.7M
|
|
|
May 10, 2024
Q1 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-2.02K- 10.46% |
$102K - $110K
|
17.3K
$1.01M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.51K- 33.17% |
$76.1K - $82.2K
|
3.04K
$178K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.5K- 28.66% |
$75.4K - $81.5K
|
3.72K
$218K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-997- 95.41% |
$50.3K - $54.3K
|
48
$2.81K
|
|
|
Mar 11, 2025
Q1 2024
|
Private Capital Management LLC
|
SELL
|
- |
-610- 97.29% |
$30.8K - $33.2K
|
17
$995
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-291- 15.25% |
$14.7K - $15.9K
|
1.62K
$94.7K
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-235- 1.24% |
$11.9K - $12.8K
|
18.7K
$1.1M
|
|
|
May 01, 2024
Q1 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-195- 3.48% |
$9.84K - $10.6K
|
5.41K
$317K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-161- 50.31% |
$8.12K - $8.77K
|
159
$9.31K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
SELL
|
- |
-119- 65.38% |
$6K - $6.49K
|
63
$3.69K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-108- 6.81% |
$5.45K - $5.89K
|
1.48K
$86.5K
|
|
|
May 14, 2024
Q1 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-83- 0.14% |
$4.19K - $4.52K
|
57.2K
$3.35M
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-66- 0.69% |
$3.33K - $3.6K
|
9.44K
$553K
|
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
SELL
|
- |
-40- 0.04% |
$2.02K - $2.18K
|
110K
$6.42M
|
|