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 08, 2024
Q3 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-4.99K- 7.11% |
$258K - $289K
|
65.3K
$3.71M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-5.41K- 10.84% |
$280K - $314K
|
44.5K
$2.53M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-5.86K- 48.09% |
$303K - $340K
|
6.33K
$360K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-5.99K- 0.99% |
$310K - $347K
|
600K
$34.1M
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
SELL
|
- |
-6.1K- 4.43% |
$315K - $353K
|
132K
$7.49M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-6.12K- 2.21% |
$317K - $355K
|
271K
$15.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-6.18K- 5.24% |
$320K - $358K
|
112K
$6.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-6.26K- 1.91% |
$324K - $363K
|
321K
$18.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-6.63K- 17.13% |
$343K - $384K
|
32.1K
$1.82M
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-6.73K- 13.11% |
$348K - $390K
|
44.6K
$2.54M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-6.78K- 0.43% |
$351K - $393K
|
1.58M
$90.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-7.02K- 0.63% |
$363K - $407K
|
1.11M
$63.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-7.11K- 39.81% |
$368K - $412K
|
10.8K
$612K
|
|
|
Feb 10, 2025
Q3 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-7.43K- 6.85% |
$384K - $431K
|
101K
$5.75M
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-7.55K- 2.86% |
$390K - $437K
|
256K
$14.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-7.79K- 7.15% |
$403K - $451K
|
101K
$5.75M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
SELL
|
- |
-7.81K- 3.91% |
$404K - $453K
|
192K
$10.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-8.15K- 1.27% |
$421K - $472K
|
636K
$36.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-8.3K- 14.55% |
$429K - $481K
|
48.8K
$2.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-8.42K- 92.7% |
$435K - $488K
|
663
$37.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-8.57K- 6.15% |
$443K - $497K
|
131K
$7.44M
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-8.66K- 7.28% |
$448K - $502K
|
110K
$6.28M
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-8.71K- 14.69% |
$450K - $505K
|
50.6K
$2.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-9.06K- 51.82% |
$469K - $525K
|
8.42K
$479K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-9.2K- 64.98% |
$476K - $533K
|
4.96K
$282K
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
SELL
|
- |
-9.51K- 43.02% |
$492K - $551K
|
12.6K
$717K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-9.71K- 18.07% |
$502K - $563K
|
44K
$2.5M
|
|
|
Oct 30, 2024
Q3 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-9.76K- 66.65% |
$505K - $566K
|
4.89K
$278K
|
|
|
Feb 07, 2025
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-10.2K- 5.68% |
$529K - $593K
|
170K
$9.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-10.2K- 5.68% |
$529K - $593K
|
170K
$9.67M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-10.4K- 2.62% |
$540K - $606K
|
388K
$22.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-10.5K- 3.76% |
$544K - $610K
|
269K
$15.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-10.9K- 3.4% |
$564K - $632K
|
310K
$17.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-11K- 33.3% |
$570K - $639K
|
22.1K
$1.26M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-11.1K- 10.28% |
$572K - $641K
|
96.6K
$5.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-11.4K- 27.13% |
$591K - $662K
|
30.7K
$1.75M
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-12.3K- 72.25% |
$634K - $710K
|
4.71K
$268K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-14.6K- 5.55% |
$753K - $844K
|
248K
$14.1M
|
|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
SELL
|
- |
-16.7K- 13.67% |
$862K - $966K
|
105K
$5.99M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-18K- 88.32% |
$929K - $1.04M
|
2.38K
$135K
|
|
|
Oct 23, 2024
Q3 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-19.2K- 40.48% |
$991K - $1.11M
|
28.2K
$1.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-19.4K- 14.49% |
$1M - $1.13M
|
115K
$6.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-20K- 10.88% |
$1.03M - $1.16M
|
164K
$9.33M
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-21.8K- 6.25% |
$1.13M - $1.26M
|
326K
$18.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-23.6K- 66.5% |
$1.22M - $1.37M
|
11.9K
$677K
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-24K- 27.2% |
$1.24M - $1.39M
|
64.4K
$3.66M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-24.4K- 51.98% |
$1.26M - $1.41M
|
22.5K
$1.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-25.8K- 48.44% |
$1.34M - $1.5M
|
27.5K
$1.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-26.7K- 5.33% |
$1.38M - $1.55M
|
475K
$27M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-30.6K- 57.27% |
$1.58M - $1.78M
|
22.9K
$1.3M
|