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 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
31New |
$1.62K - $2K
|
31
$2.04K
|
|
|
Jul 21, 2025
Q2 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
30+ 0.08% |
$1.57K - $1.94K
|
35.6K
$2.34M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
26+ 4.25% |
$1.36K - $1.68K
|
638
$42K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
26+ 0.26% |
$1.36K - $1.68K
|
10K
$658K
|
|
|
Jul 22, 2025
Q2 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
17+ 2.2% |
$891 - $1.1K
|
790
$52K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
11+ 0.14% |
$576 - $711
|
7.74K
$509K
|
|
|
Jul 23, 2025
Q2 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
10+ 2.35% |
$524 - $647
|
436
$28.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
10+ 2.24% |
$524 - $647
|
456
$30K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
7New |
$367 - $453
|
7
$461
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
5+ 0.07% |
$262 - $323
|
6.69K
$440K
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1+ 2.44% |
$52.4 - $64.7
|
42
$2.76K
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 4.76% |
$52.4 - $64.7
|
22
$1.45K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1+ 0.02% |
$52.4 - $64.7
|
5.19K
$342K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-6- 0.07% |
$314 - $388
|
8.01K
$527K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-11- 0.54% |
$576 - $711
|
2.04K
$134K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-12- 2.85% |
$629 - $776
|
409
$26.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-28- 1.35% |
$1.47K - $1.81K
|
2.04K
$134K
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-29- 0.22% |
$1.52K - $1.87K
|
12.9K
$850K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-31- 22.46% |
$1.62K - $2K
|
107
$7.04K
|
|
|
Jul 17, 2025
Q2 2025
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-33- 0.57% |
$1.73K - $2.13K
|
5.71K
$376K
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-40- 0.64% |
$2.1K - $2.59K
|
6.25K
$411K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-55- 1.2% |
$2.88K - $3.56K
|
4.52K
$297K
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-79- 0.36% |
$4.14K - $5.11K
|
22.1K
$1.45M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-100- 0.85% |
$5.24K - $6.47K
|
11.6K
$765K
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
SELL
|
- |
-113- 0.1% |
$5.92K - $7.31K
|
114K
$7.47M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-122- 1.66% |
$6.39K - $7.89K
|
7.25K
$477K
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-130Closed |
$6.81K - $8.4K
|
0
$0
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-147- 3.48% |
$7.7K - $9.5K
|
4.08K
$268K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-163- 1.87% |
$8.54K - $10.5K
|
8.54K
$562K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-186- 5.33% |
$9.75K - $12K
|
3.3K
$217K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
SELL
|
- |
-195- 1.66% |
$10.2K - $12.6K
|
11.5K
$758K
|
|
|
Jul 07, 2025
Q2 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-198- 3.22% |
$10.4K - $12.8K
|
5.96K
$392K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-222- 3.29% |
$11.6K - $14.4K
|
6.53K
$430K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-225- 3.15% |
$11.8K - $14.5K
|
6.92K
$455K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-239- 2.44% |
$12.5K - $15.5K
|
9.56K
$629K
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-256- 4.19% |
$13.4K - $16.6K
|
5.85K
$385K
|
|
|
Jul 16, 2025
Q2 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-276- 3.69% |
$14.5K - $17.8K
|
7.21K
$475K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-280- 3.12% |
$14.7K - $18.1K
|
8.7K
$573K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-316- 9.71% |
$16.6K - $20.4K
|
2.94K
$193K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-356- 35.67% |
$18.7K - $23K
|
642
$42.3K
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-374- 5.28% |
$19.6K - $24.2K
|
6.72K
$442K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-391- 1.35% |
$20.5K - $25.3K
|
28.5K
$1.87M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-391- 8.72% |
$20.5K - $25.3K
|
4.09K
$269K
|
|
|
Jul 24, 2025
Q2 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-405- 13.85% |
$21.2K - $26.2K
|
2.52K
$166K
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-442- 0.62% |
$23.2K - $28.6K
|
70.9K
$4.67M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-448- 6.0% |
$23.5K - $29K
|
7.02K
$462K
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
SELL
|
- |
-457- 2.44% |
$23.9K - $29.5K
|
18.3K
$1.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-461- 1.58% |
$24.2K - $29.8K
|
28.7K
$1.89M
|
|
|
Jul 15, 2025
Q2 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-463- 2.11% |
$24.3K - $29.9K
|
21.5K
$1.41M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-481- 9.79% |
$25.2K - $31.1K
|
4.43K
$292K
|