Purchases and Sales Made in Q2 2025 in Msci Eafe Value ETF (EFV)
This table provides information about the institutional ownership of Msci Eafe Value ETF (EFV) during Q2 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.19M+ 43.64% |
$115M - $142M
|
7.22M
$475M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
902K+ 36.94% |
$47.3M - $58.3M
|
3.34M
$220M
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
BUY
|
- |
885K+ 66.59% |
$46.4M - $57.2M
|
2.21M
$146M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
647K+ 60.79% |
$33.9M - $41.8M
|
1.71M
$113M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
540K+ 4.13% |
$28.3M - $34.9M
|
13.6M
$896M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
496K+ 615.52% |
$26M - $32.1M
|
576K
$37.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
292K+ 41.65% |
$15.3M - $18.9M
|
993K
$65.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Brave Asset Management Inc
|
BUY
|
- |
207K+ 43.91% |
$10.9M - $13.4M
|
679K
$44.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
202K+ 12.13% |
$10.6M - $13M
|
1.87M
$123M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
196K+ 58.4% |
$10.3M - $12.7M
|
531K
$35M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
181K+ 53.53% |
$9.47M - $11.7M
|
518K
$34.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
171K+ 117.39% |
$8.97M - $11.1M
|
317K
$20.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
152KNew |
$7.95M - $9.81M
|
152K
$9.99M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
137K+ 55.52% |
$7.18M - $8.86M
|
384K
$25.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
105K+ 6.12% |
$5.49M - $6.78M
|
1.82M
$120M
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
102K+ 40.75% |
$5.36M - $6.61M
|
353K
$23.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
102K+ 43.68% |
$5.35M - $6.61M
|
336K
$22.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
102K+ 47.1% |
$5.35M - $6.61M
|
319K
$21M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
99.6K+ 69.13% |
$5.22M - $6.44M
|
244K
$16M
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
98.8K+ 42.0% |
$5.18M - $6.39M
|
334K
$22M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
89.4KNew |
$4.68M - $5.78M
|
89.4K
$5.88M
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
70K+ 16.32% |
$3.67M - $4.53M
|
499K
$32.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
67K+ 49.16% |
$3.51M - $4.33M
|
203K
$13.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
66.4K+ 20.41% |
$3.48M - $4.29M
|
392K
$25.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
63K+ 46.39% |
$3.3M - $4.08M
|
199K
$13.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
59.4K+ 47.41% |
$3.11M - $3.84M
|
185K
$12.2M
|
|
|
Jul 24, 2025
Q2 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
51.6K+ 64.95% |
$2.7M - $3.34M
|
131K
$8.62M
|
|
|
Jul 24, 2025
Q2 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
50K+ 70.81% |
$2.62M - $3.23M
|
121K
$7.94M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
49.5K+ 40.28% |
$2.59M - $3.2M
|
172K
$11.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
48.9K+ 381.95% |
$2.56M - $3.16M
|
61.7K
$4.06M
|
|
|
Jul 14, 2025
Q2 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
47.7K+ 41.66% |
$2.5M - $3.08M
|
162K
$10.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
44.9K+ 24.73% |
$2.35M - $2.9M
|
226K
$14.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
44.3K+ 41.14% |
$2.32M - $2.87M
|
152K
$10M
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
41.6K+ 153.42% |
$2.18M - $2.69M
|
68.7K
$4.52M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
41.5K+ 62.26% |
$2.18M - $2.68M
|
108K
$7.12M
|
|
|
Jul 23, 2025
Q2 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
40.2K+ 41.54% |
$2.11M - $2.6M
|
137K
$9.01M
|
|
|
Jul 18, 2025
Q2 2025
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
39.9K+ 103.08% |
$2.09M - $2.58M
|
78.6K
$5.17M
|
|
|
Jul 24, 2025
Q2 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
38.1K+ 31.66% |
$2M - $2.47M
|
159K
$10.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
37.8K+ 29.75% |
$1.98M - $2.45M
|
165K
$10.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
32.6K+ 72.51% |
$1.71M - $2.1M
|
77.4K
$5.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
31.5K+ 46.73% |
$1.65M - $2.04M
|
98.8K
$6.51M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
31.1K+ 103.44% |
$1.63M - $2.01M
|
61.2K
$4.03M
|
|
|
Jul 24, 2025
Q2 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
29.3K+ 47.19% |
$1.53M - $1.89M
|
91.3K
$6.01M
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
27.2K+ 69.76% |
$1.43M - $1.76M
|
66.2K
$4.36M
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
24.8K+ 448.39% |
$1.3M - $1.6M
|
30.3K
$2M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
24.6K+ 431.47% |
$1.29M - $1.59M
|
30.3K
$2M
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
24.5K+ 42.74% |
$1.28M - $1.58M
|
81.8K
$5.39M
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
23.7K+ 39.93% |
$1.24M - $1.53M
|
82.9K
$5.46M
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
23.3K+ 20.01% |
$1.22M - $1.51M
|
140K
$9.2M
|
|
|
Jul 01, 2025
Q2 2025
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
22.7K+ 60.19% |
$1.19M - $1.47M
|
60.5K
$3.98M
|