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 21, 2025
Q2 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
21.3K+ 24.04% |
$1.12M - $1.38M
|
110K
$7.25M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
20.5K+ 36.25% |
$1.08M - $1.33M
|
77.2K
$5.08M
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
20.2KNew |
$1.06M - $1.31M
|
20.2K
$1.33M
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
19.7K+ 24.92% |
$1.03M - $1.28M
|
98.9K
$6.51M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
19.7K+ 439.36% |
$1.03M - $1.27M
|
24.1K
$1.59M
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
19K+ 41.95% |
$998K - $1.23M
|
64.5K
$4.24M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
17.2K+ 48.54% |
$900K - $1.11M
|
52.6K
$3.46M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
16.5K+ 180.11% |
$866K - $1.07M
|
25.7K
$1.69M
|
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
13K+ 41.77% |
$683K - $843K
|
44.2K
$2.91M
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
12.5K+ 3.59% |
$655K - $809K
|
361K
$23.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
12.3K+ 25.52% |
$647K - $798K
|
60.7K
$4M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
12K+ 57.7% |
$628K - $775K
|
32.7K
$2.16M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
11.4K+ 16.39% |
$598K - $738K
|
81K
$5.33M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
11.1K+ 24.7% |
$582K - $718K
|
56.1K
$3.69M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
10.9KNew |
$573K - $707K
|
10.9K
$720K
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
10.9K+ 60.03% |
$570K - $703K
|
29K
$1.91M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
10.5KNew |
$549K - $678K
|
10.5K
$690K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
10.2K+ 17.99% |
$537K - $662K
|
67.2K
$4.42M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
10.1K+ 13.04% |
$527K - $650K
|
87.1K
$5.73M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
9.72K+ 46.35% |
$510K - $629K
|
30.7K
$2.02M
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
9.24K+ 2.84% |
$484K - $598K
|
335K
$22.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
9.13K+ 67.16% |
$479K - $590K
|
22.7K
$1.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
8.83K+ 7.84% |
$463K - $571K
|
121K
$7.99M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
8.3K+ 42.53% |
$435K - $537K
|
27.8K
$1.83M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
7.92K+ 46.67% |
$415K - $512K
|
24.9K
$1.64M
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
7.77K+ 68.56% |
$407K - $502K
|
19.1K
$1.26M
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
BUY
|
- |
7.68K+ 32.42% |
$402K - $496K
|
31.4K
$2.06M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
7.67K+ 30.5% |
$402K - $496K
|
32.8K
$2.16M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
7.63K+ 18.13% |
$400K - $493K
|
49.7K
$3.27M
|
|
|
Jul 22, 2025
Q2 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
7.56K+ 34.72% |
$396K - $489K
|
29.3K
$1.93M
|
|
|
Jul 17, 2025
Q2 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
7.51K+ 18.71% |
$394K - $486K
|
47.7K
$3.14M
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
7.5K+ 6.27% |
$393K - $485K
|
127K
$8.37M
|
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
7.19K+ 51.13% |
$377K - $465K
|
21.3K
$1.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
6.92KNew |
$362K - $447K
|
6.92K
$455K
|
|
|
Jul 22, 2025
Q2 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
6.89K+ 10.79% |
$361K - $446K
|
70.7K
$4.66M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
6.75K+ 32.04% |
$354K - $437K
|
27.8K
$1.83M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.57K+ 18.57% |
$344K - $425K
|
41.9K
$2.76M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
6.44K+ 128.7% |
$337K - $416K
|
11.4K
$753K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
5.99K+ 62.06% |
$314K - $387K
|
15.6K
$1.03M
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
5.89KNew |
$308K - $381K
|
5.89K
$387K
|
|
|
Jul 18, 2025
Q2 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
5.88KNew |
$308K - $380K
|
5.88K
$387K
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
5.85KNew |
$307K - $378K
|
5.85K
$385K
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
5.5K+ 8.74% |
$288K - $355K
|
68.4K
$4.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
5.36KNew |
$281K - $347K
|
5.36K
$353K
|
|
|
Jul 22, 2025
Q2 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
5.33K+ 56.84% |
$279K - $345K
|
14.7K
$968K
|
|
|
Jul 24, 2025
Q2 2025
|
Ma Private Wealth
|
BUY
|
- |
5.14K+ 1.32% |
$269K - $332K
|
394K
$25.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
5.13KNew |
$269K - $332K
|
5.13K
$338K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4.84K+ 28.81% |
$254K - $313K
|
21.7K
$1.43M
|
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
4.75KNew |
$249K - $307K
|
4.75K
$313K
|
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
4.72K+ 12.02% |
$247K - $305K
|
44K
$2.9M
|