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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.42M- 23.47% |
$73.5M - $86.1M
|
4.62M
$304M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
87New |
$4.51K - $5.28K
|
87
$5.73K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
15.8K+ 1104.06% |
$819K - $958K
|
17.2K
$1.13M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-177- 1.35% |
$9.18K - $10.7K
|
12.9K
$851K
|
|
|
May 01, 2025
Q1 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
760+ 18.78% |
$39.4K - $46.2K
|
4.81K
$316K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
299+ 119.6% |
$15.5K - $18.2K
|
549
$36.1K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.07K- 9.14% |
$159K - $186K
|
30.5K
$2.01M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
29.6K+ 42.74% |
$1.53M - $1.79M
|
98.7K
$6.5M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-1.12M- 43.58% |
$58.3M - $68.2M
|
1.45M
$95.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-111K- 95.91% |
$5.75M - $6.73M
|
4.72K
$311K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.86K+ 6.34% |
$148K - $173K
|
47.9K
$3.15M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-9.55K- 4.85% |
$495K - $580K
|
187K
$12.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
5.47KNew |
$284K - $332K
|
5.47K
$360K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
164+ 0.09% |
$8.51K - $9.96K
|
173K
$11.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
615+ 42.56% |
$31.9K - $37.3K
|
2.06K
$136K
|
|
|
Apr 30, 2025
Q1 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
1.65K+ 1.03% |
$85.8K - $100K
|
162K
$10.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
9+ 0.07% |
$467 - $547
|
12.8K
$845K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.96K- 13.56% |
$101K - $119K
|
12.5K
$820K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
401+ 15.2% |
$20.8K - $24.4K
|
3.04K
$200K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
16.5K+ 1.87% |
$855K - $1M
|
899K
$59.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
76+ 0.06% |
$3.94K - $4.62K
|
123K
$8.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-3.07K- 65.35% |
$159K - $186K
|
1.63K
$107K
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
2.73K+ 4.74% |
$142K - $166K
|
60.4K
$3.97M
|
|
|
Apr 30, 2025
Q1 2025
|
Aurdan Capital Management, LLC
Wayne, PA |
BUY
|
- |
3.5KNew |
$182K - $213K
|
3.5K
$231K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-6.38K- 3.44% |
$331K - $387K
|
179K
$11.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-82.7K- 25.85% |
$4.29M - $5.02M
|
237K
$15.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
SELL
|
- |
-653- 2.14% |
$33.9K - $39.7K
|
29.8K
$1.96M
|
|
|
Apr 30, 2025
Q1 2025
|
Ade, LLC
|
SELL
|
- |
-468- 0.83% |
$24.3K - $28.4K
|
55.9K
$3.68M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-12.6K- 21.44% |
$654K - $766K
|
46.2K
$3.04M
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-499- 2.91% |
$25.9K - $30.3K
|
16.6K
$1.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-71- 1.35% |
$3.68K - $4.31K
|
5.21K
$343K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-52- 35.62% |
$2.7K - $3.16K
|
94
$6.19K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-3.53K- 10.76% |
$183K - $215K
|
29.3K
$1.93M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-37.7K- 20.44% |
$1.95M - $2.29M
|
147K
$9.65M
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
2.36K+ 12.44% |
$122K - $143K
|
21.3K
$1.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
1.3K+ 24.33% |
$67.4K - $78.9K
|
6.64K
$437K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
8.16K+ 462.59% |
$423K - $496K
|
9.92K
$653K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-58.4K- 16.07% |
$3.03M - $3.54M
|
305K
$20.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
487K+ 113.18% |
$25.2M - $29.5M
|
916K
$60.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
125K+ 331.63% |
$6.5M - $7.6M
|
163K
$10.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
7.84K+ 8.86% |
$407K - $476K
|
96.3K
$6.34M
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
200New |
$10.4K - $12.1K
|
200
$13.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
3.66KNew |
$190K - $222K
|
3.66K
$241K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-1.63K- 7.79% |
$84.7K - $99.1K
|
19.3K
$1.27M
|
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-776- 1.15% |
$40.3K - $47.1K
|
66.8K
$4.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-11.3M- 19.44% |
$585M - $685M
|
46.7M
$3.08B
|
|
|
Apr 29, 2025
Q1 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
129KNew |
$6.7M - $7.85M
|
129K
$8.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-897- 1.94% |
$46.5K - $54.5K
|
45.2K
$2.98M
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-1.1K- 4.89% |
$57.1K - $66.9K
|
21.4K
$1.41M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-1.14K- 20.81% |
$59K - $69.1K
|
4.33K
$285K
|