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 23, 2025
Q2 2025
|
Financial Life Advisors
|
BUY
|
- |
4.67K+ 2.07% |
$245K - $302K
|
231K
$15.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
4.53KNew |
$238K - $293K
|
4.53K
$298K
|
|
|
Jul 24, 2025
Q2 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
4.39KNew |
$230K - $284K
|
4.39K
$289K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
4.34KNew |
$227K - $281K
|
4.34K
$286K
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
4.33K+ 65.98% |
$227K - $280K
|
10.9K
$717K
|
|
|
Jul 23, 2025
Q2 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
4.26K+ 118.2% |
$223K - $275K
|
7.86K
$518K
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
4.2KNew |
$220K - $272K
|
4.2K
$277K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.05K+ 45.35% |
$212K - $262K
|
13K
$854K
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
BUY
|
- |
4.04K+ 10.89% |
$211K - $261K
|
41.1K
$2.71M
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
4.01K+ 6.14% |
$210K - $259K
|
69.2K
$4.55M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.87KNew |
$203K - $250K
|
3.87K
$255K
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
3.82KNew |
$200K - $247K
|
3.82K
$252K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3.8K+ 10.77% |
$199K - $245K
|
39.1K
$2.57M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
3.69KNew |
$193K - $238K
|
3.69K
$243K
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
3.61KNew |
$189K - $233K
|
3.61K
$237K
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
BUY
|
- |
3.49KNew |
$183K - $226K
|
3.49K
$230K
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
3.46KNew |
$181K - $224K
|
3.46K
$228K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.43K+ 8.85% |
$180K - $222K
|
42.2K
$2.78M
|
|
|
Jul 15, 2025
Q2 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
3.4KNew |
$178K - $219K
|
3.4K
$223K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
3.27K+ 16.94% |
$171K - $211K
|
22.6K
$1.49M
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
3.27KNew |
$171K - $211K
|
3.27K
$215K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
3.26KNew |
$171K - $211K
|
3.26K
$215K
|
|
|
Jul 24, 2025
Q2 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
3.23KNew |
$169K - $209K
|
3.23K
$213K
|
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
3.2KNew |
$168K - $207K
|
3.2K
$210K
|
|
|
Jul 23, 2025
Q2 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
3.15KNew |
$165K - $204K
|
3.15K
$207K
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
3.11K+ 2.73% |
$163K - $201K
|
117K
$7.71M
|
|
|
Jul 22, 2025
Q2 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
2.97K+ 4.42% |
$156K - $192K
|
70.2K
$4.62M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
2.94K+ 25.15% |
$154K - $190K
|
14.6K
$962K
|
|
|
Jul 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
2.88K+ 3.33% |
$151K - $186K
|
89.4K
$5.88M
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
2.73K+ 25.21% |
$143K - $176K
|
13.6K
$892K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.69K+ 7.11% |
$141K - $174K
|
40.5K
$2.67M
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
2.35K+ 4.4% |
$123K - $152K
|
55.8K
$3.67M
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
2.05KNew |
$107K - $133K
|
2.05K
$135K
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.89K+ 54.52% |
$99.2K - $122K
|
5.37K
$353K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.87K+ 2.77% |
$97.9K - $121K
|
69.4K
$4.57M
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
1.87K+ 9.95% |
$97.8K - $121K
|
20.6K
$1.36M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.76K+ 29.51% |
$92.4K - $114K
|
7.74K
$510K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.68K+ 136.09% |
$87.9K - $108K
|
2.91K
$192K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
1.67K+ 21.61% |
$87.5K - $108K
|
9.39K
$618K
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
1.63K+ 1.46% |
$85.5K - $106K
|
113K
$7.44M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.61K+ 1.49% |
$84.1K - $104K
|
110K
$7.22M
|
|
|
Jul 16, 2025
Q2 2025
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
1.5K+ 41.11% |
$78.5K - $96.8K
|
5.14K
$338K
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
1.49K+ 9.32% |
$78.3K - $96.6K
|
17.5K
$1.15M
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
1.47K+ 2.41% |
$77K - $95K
|
62.5K
$4.11M
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
BUY
|
- |
1.44K+ 30.09% |
$75.5K - $93.1K
|
6.23K
$410K
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.38K+ 20.75% |
$72.1K - $88.9K
|
8K
$527K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.3K+ 4.25% |
$68.3K - $84.3K
|
32K
$2.11M
|
|
|
Jul 07, 2025
Q2 2025
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
1.25K+ 33.98% |
$65.6K - $80.9K
|
4.94K
$325K
|
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
1.23K+ 1.24% |
$64.5K - $79.5K
|
100K
$6.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.2K+ 21.48% |
$63.1K - $77.8K
|
6.81K
$448K
|