Latest Institutional Transactions on Msci Eafe Value ETF (EFV)
This table provides information on the latest institutional transactions involving Msci Eafe Value ETF (EFV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
17+ 2.2% |
$891 - $1.1K
|
790
$50.2K
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
23.3K+ 20.01% |
$1.22M - $1.51M
|
140K
$8.89M
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
24.5K+ 42.74% |
$1.28M - $1.58M
|
81.8K
$5.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
6.89K+ 10.79% |
$361K - $446K
|
70.7K
$4.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
202K+ 12.13% |
$10.6M - $13M
|
1.87M
$119M
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-130Closed |
$6.81K - $8.4K
|
0
$0
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-186- 5.33% |
$9.75K - $12K
|
3.3K
$210K
|
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
13K+ 41.77% |
$683K - $843K
|
44.2K
$2.81M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
417+ 0.32% |
$21.9K - $27K
|
131K
$8.36M
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
19.7K+ 24.92% |
$1.03M - $1.28M
|
98.9K
$6.29M
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
67K+ 49.16% |
$3.51M - $4.33M
|
203K
$12.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
2.97K+ 4.42% |
$156K - $192K
|
70.2K
$4.46M
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
12.3K+ 25.52% |
$647K - $798K
|
60.7K
$3.86M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
171+ 2.19% |
$8.96K - $11.1K
|
7.97K
$507K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
24.6K+ 431.47% |
$1.29M - $1.59M
|
30.3K
$1.93M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
89.4KNew |
$4.68M - $5.78M
|
89.4K
$5.68M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
171K+ 117.39% |
$8.97M - $11.1M
|
317K
$20.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
10.5KNew |
$549K - $678K
|
10.5K
$667K
|
|
|
Jul 22, 2025
Q2 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
7.56K+ 34.72% |
$396K - $489K
|
29.3K
$1.87M
|
|
|
Jul 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
2.88K+ 3.33% |
$151K - $186K
|
89.4K
$5.68M
|
|
|
Jul 22, 2025
Q2 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
10+ 2.24% |
$524 - $647
|
456
$29K
|
|
|
Jul 22, 2025
Q2 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
5.33K+ 56.84% |
$279K - $345K
|
14.7K
$936K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-239- 2.44% |
$12.5K - $15.5K
|
9.56K
$608K
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
BUY
|
- |
585+ 1.45% |
$30.7K - $37.8K
|
40.9K
$2.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
6.75K+ 32.04% |
$354K - $437K
|
27.8K
$1.77M
|
|
|
Jul 22, 2025
Q2 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
63K+ 46.39% |
$3.3M - $4.08M
|
199K
$12.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
647K+ 60.79% |
$33.9M - $41.8M
|
1.71M
$109M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
8.3K+ 42.53% |
$435K - $537K
|
27.8K
$1.77M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
17.2K+ 48.54% |
$900K - $1.11M
|
52.6K
$3.34M
|
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
7.19K+ 51.13% |
$377K - $465K
|
21.3K
$1.35M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
99.6K+ 69.13% |
$5.22M - $6.44M
|
244K
$15.5M
|
|
|
Jul 21, 2025
Q2 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
41+ 0.35% |
$2.15K - $2.65K
|
11.9K
$757K
|
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
4.72K+ 12.02% |
$247K - $305K
|
44K
$2.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
SELL
|
- |
-6.71K- 3.33% |
$351K - $434K
|
195K
$12.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-316- 9.71% |
$16.6K - $20.4K
|
2.94K
$187K
|
|
|
Jul 21, 2025
Q2 2025
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
66.4K+ 20.41% |
$3.48M - $4.29M
|
392K
$24.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-448- 6.0% |
$23.5K - $29K
|
7.02K
$447K
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
24.8K+ 448.39% |
$1.3M - $1.6M
|
30.3K
$1.93M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
496K+ 615.52% |
$26M - $32.1M
|
576K
$36.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
7.63K+ 18.13% |
$400K - $493K
|
49.7K
$3.16M
|
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
53+ 0.64% |
$2.78K - $3.43K
|
8.32K
$529K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-9.33K- 62.54% |
$489K - $603K
|
5.59K
$355K
|
|
|
Jul 21, 2025
Q2 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
30+ 0.08% |
$1.57K - $1.94K
|
35.6K
$2.26M
|
|
|
Jul 21, 2025
Q2 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
152KNew |
$7.95M - $9.81M
|
152K
$9.65M
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-15.3K- 6.19% |
$804K - $992K
|
233K
$14.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
105K+ 6.12% |
$5.49M - $6.78M
|
1.82M
$116M
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
21.3K+ 24.04% |
$1.12M - $1.38M
|
110K
$7M
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-24.1K- 7.99% |
$1.26M - $1.56M
|
277K
$17.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
2.05KNew |
$107K - $133K
|
2.05K
$130K
|
|
|
Jul 21, 2025
Q2 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
390+ 2.38% |
$20.4K - $25.2K
|
16.8K
$1.07M
|