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 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
23.4M+ 50.0% |
$1.22B - $1.51B
|
70.1M
$4.93B
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.65M+ 50.78% |
$401M - $494M
|
22.7M
$1.6B
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.97M+ 32.89% |
$156M - $192M
|
12M
$843M
|
|
|
Aug 01, 2025
Q2 2025
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
2.96M+ 296.7% |
$155M - $192M
|
3.96M
$278M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.32M+ 68.63% |
$121M - $150M
|
5.69M
$400M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.19M+ 43.64% |
$115M - $142M
|
7.22M
$508M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.74M+ 24.17% |
$91.4M - $113M
|
8.96M
$629M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
1.73M+ 37.34% |
$90.4M - $112M
|
6.35M
$446M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.26M+ 13111.65% |
$66M - $81.4M
|
1.27M
$89.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.22M+ 30.23% |
$64.1M - $79M
|
5.27M
$370M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.09M+ 39.2% |
$56.9M - $70.2M
|
3.86M
$271M
|
|
|
Aug 14, 2025
Q2 2025
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
1.05MNew |
$54.9M - $67.8M
|
1.05M
$73.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1M+ 11.46% |
$52.4M - $64.6M
|
9.72M
$683M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
902K+ 36.94% |
$47.3M - $58.3M
|
3.34M
$235M
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
BUY
|
- |
885K+ 66.59% |
$46.4M - $57.2M
|
2.21M
$156M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
865K+ 52.39% |
$45.4M - $56M
|
2.52M
$177M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
819K+ 68.29% |
$42.9M - $52.9M
|
2.02M
$142M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
736K+ 48.03% |
$38.6M - $47.6M
|
2.27M
$159M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
671K+ 37.07% |
$35.1M - $43.4M
|
2.48M
$174M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
647K+ 60.79% |
$33.9M - $41.8M
|
1.71M
$120M
|
|
|
Aug 12, 2025
Q2 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
646K+ 37.64% |
$33.9M - $41.8M
|
2.36M
$166M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
540K+ 4.13% |
$28.3M - $34.9M
|
13.6M
$957M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
502K+ 44.63% |
$26.3M - $32.5M
|
1.63M
$114M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
496K+ 615.52% |
$26M - $32.1M
|
576K
$40.5M
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
441K+ 2267.15% |
$23.1M - $28.5M
|
460K
$32.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
439K+ 41.8% |
$23M - $28.4M
|
1.49M
$105M
|
|
|
Aug 13, 2025
Q2 2025
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
413K+ 58.39% |
$21.6M - $26.7M
|
1.12M
$78.7M
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
392K+ 58.17% |
$20.5M - $25.3M
|
1.07M
$74.9M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
335K+ 44.85% |
$17.5M - $21.6M
|
1.08M
$75.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
310K+ 21.68% |
$16.3M - $20.1M
|
1.74M
$122M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
302K+ 54.98% |
$15.8M - $19.5M
|
850K
$59.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
299K+ 114.55% |
$15.7M - $19.3M
|
559K
$39.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
292K+ 41.65% |
$15.3M - $18.9M
|
993K
$69.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
285K+ 17.99% |
$15M - $18.5M
|
1.87M
$132M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
275K+ 12.09% |
$14.4M - $17.8M
|
2.55M
$179M
|
|
|
Aug 11, 2025
Q2 2025
|
First American Trust, Fsb
|
BUY
|
- |
250K+ 49.03% |
$13.1M - $16.2M
|
760K
$53.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
239KNew |
$12.5M - $15.4M
|
239K
$16.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
238KNew |
$12.5M - $15.4M
|
238K
$16.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
232K+ 33.66% |
$12.2M - $15M
|
922K
$64.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
223K+ 43.76% |
$11.7M - $14.4M
|
733K
$51.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Brave Asset Management Inc
|
BUY
|
- |
207K+ 43.91% |
$10.9M - $13.4M
|
679K
$47.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
202K+ 12.13% |
$10.6M - $13M
|
1.87M
$131M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
196K+ 58.4% |
$10.3M - $12.7M
|
531K
$37.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
186K+ 56.89% |
$9.76M - $12M
|
514K
$36.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
181K+ 53.53% |
$9.47M - $11.7M
|
518K
$36.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
177K+ 52.95% |
$9.26M - $11.4M
|
511K
$35.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
171K+ 117.39% |
$8.97M - $11.1M
|
317K
$22.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
161K+ 67.95% |
$8.44M - $10.4M
|
398K
$28M
|
|
|
Oct 02, 2025
Q2 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
BUY
|
- |
158KNew |
$8.29M - $10.2M
|
158K
$11.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
157K+ 89.29% |
$8.22M - $10.1M
|
332K
$23.4M
|