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 16, 2025
Q2 2025
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
1.07K+ 0.99% |
$55.9K - $69K
|
108K
$7.13M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.04K+ 16.97% |
$54.3K - $67K
|
7.15K
$471K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
977+ 5.49% |
$51.2K - $63.2K
|
18.8K
$1.24M
|
|
|
Jul 24, 2025
Q2 2025
|
Rice Partnership, LLC
|
BUY
|
- |
934New |
$48.9K - $60.4K
|
934
$61.5K
|
|
|
Jul 23, 2025
Q2 2025
|
Lansing Street Advisors
|
BUY
|
- |
898+ 1.32% |
$47.1K - $58.1K
|
69.1K
$4.55M
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
BUY
|
- |
662+ 0.98% |
$34.7K - $42.8K
|
68.3K
$4.5M
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
BUY
|
- |
653+ 4.69% |
$34.2K - $42.2K
|
14.6K
$960K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
646+ 7.6% |
$33.9K - $41.8K
|
9.14K
$602K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
595+ 7.03% |
$31.2K - $38.5K
|
9.06K
$596K
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
BUY
|
- |
585+ 1.45% |
$30.7K - $37.8K
|
40.9K
$2.69M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
550+ 8.6% |
$28.8K - $35.6K
|
6.95K
$457K
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
550+ 8.66% |
$28.8K - $35.6K
|
6.9K
$454K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
529+ 6.71% |
$27.7K - $34.2K
|
8.42K
$554K
|
|
|
Jul 02, 2025
Q2 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
470+ 2.85% |
$24.6K - $30.4K
|
17K
$1.12M
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
438+ 8.66% |
$23K - $28.3K
|
5.49K
$362K
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
419+ 7.91% |
$22K - $27.1K
|
5.72K
$376K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
417+ 0.32% |
$21.9K - $27K
|
131K
$8.65M
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
392New |
$20.5K - $25.3K
|
392
$25.8K
|
|
|
Jul 21, 2025
Q2 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
390+ 2.38% |
$20.4K - $25.2K
|
16.8K
$1.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
375+ 0.44% |
$19.7K - $24.2K
|
85.2K
$5.61M
|
|
|
Jul 11, 2025
Q2 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
360+ 2.44% |
$18.9K - $23.3K
|
15.1K
$997K
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
347+ 9.87% |
$18.2K - $22.4K
|
3.86K
$254K
|
|
|
Jul 17, 2025
Q2 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
347+ 2.08% |
$18.2K - $22.4K
|
17K
$1.12M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
302+ 7.47% |
$15.8K - $19.5K
|
4.34K
$286K
|
|
|
Jul 16, 2025
Q2 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
299+ 3.26% |
$15.7K - $19.3K
|
9.47K
$623K
|
|
|
Jul 23, 2025
Q2 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
277+ 2.09% |
$14.5K - $17.9K
|
13.6K
$892K
|
|
|
Jul 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
225+ 0.92% |
$11.8K - $14.5K
|
24.7K
$1.63M
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
BUY
|
- |
206+ 210.2% |
$10.8K - $13.3K
|
304
$20K
|
|
|
Jul 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
193+ 2.52% |
$10.1K - $12.5K
|
7.87K
$518K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
171+ 2.19% |
$8.96K - $11.1K
|
7.97K
$524K
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
BUY
|
- |
166+ 2.18% |
$8.7K - $10.7K
|
7.77K
$511K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
162+ 2.79% |
$8.49K - $10.5K
|
5.97K
$393K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
115+ 1.99% |
$6.03K - $7.43K
|
5.89K
$388K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
111+ 0.82% |
$5.82K - $7.18K
|
13.7K
$899K
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
108+ 1.34% |
$5.66K - $6.98K
|
8.16K
$537K
|
|
|
Jul 23, 2025
Q2 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
105+ 1.28% |
$5.5K - $6.79K
|
8.31K
$547K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
105+ 1.77% |
$5.5K - $6.79K
|
6.03K
$397K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
97+ 2.18% |
$5.08K - $6.27K
|
4.54K
$299K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
80+ 7.74% |
$4.19K - $5.17K
|
1.11K
$73.3K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
71+ 0.02% |
$3.72K - $4.59K
|
318K
$20.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
65+ 1.17% |
$3.41K - $4.2K
|
5.63K
$370K
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
63+ 8.65% |
$3.3K - $4.07K
|
791
$52.1K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
58+ 2.02% |
$3.04K - $3.75K
|
2.93K
$193K
|
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
53+ 0.64% |
$2.78K - $3.43K
|
8.32K
$548K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
53+ 6.02% |
$2.78K - $3.43K
|
934
$61.5K
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
BUY
|
- |
44New |
$2.31K - $2.84K
|
44
$2.9K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
44New |
$2.31K - $2.84K
|
44
$2.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
41+ 10.07% |
$2.15K - $2.65K
|
448
$29.5K
|
|
|
Jul 21, 2025
Q2 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
41+ 0.35% |
$2.15K - $2.65K
|
11.9K
$783K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
35New |
$1.83K - $2.26K
|
35
$2.3K
|