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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
10New |
$519 - $607
|
10
$658
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-65.5K- 17.3% |
$3.4M - $3.98M
|
313K
$20.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-15.2K- 24.2% |
$791K - $926K
|
47.8K
$3.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
SELL
|
- |
-2.86K- 38.94% |
$148K - $173K
|
4.48K
$295K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-9.84K- 24.47% |
$510K - $598K
|
30.4K
$2M
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-1.08K- 16.66% |
$55.9K - $65.5K
|
5.39K
$355K
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-10.2K- 23.73% |
$529K - $619K
|
32.7K
$2.16M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-22.6K- 33.2% |
$1.17M - $1.37M
|
45.5K
$3M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-2.03K- 6.76% |
$105K - $123K
|
28K
$1.84M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
830New |
$43.1K - $50.4K
|
830
$54.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
65.2KNew |
$3.38M - $3.96M
|
65.2K
$4.29M
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-2.34K- 15.65% |
$121K - $142K
|
12.6K
$829K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
55New |
$2.85K - $3.34K
|
55
$3.62K
|
|
|
Apr 28, 2025
Q1 2025
|
Fedenia Advisers LLC
Madison, WI |
SELL
|
- |
-1.25K- 6.25% |
$64.7K - $75.7K
|
18.7K
$1.23M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-5.17K- 14.52% |
$268K - $314K
|
30.4K
$2M
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-65.1K- 37.2% |
$3.37M - $3.95M
|
110K
$7.23M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
22.7K+ 41.29% |
$1.18M - $1.38M
|
77.5K
$5.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-3.47K- 18.59% |
$180K - $211K
|
15.2K
$1M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-18.8K- 10.65% |
$976K - $1.14M
|
158K
$10.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
2.54K+ 13.51% |
$132K - $154K
|
21.4K
$1.41M
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
19+ 0.21% |
$986 - $1.15K
|
9.18K
$604K
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-447- 8.4% |
$23.2K - $27.1K
|
4.87K
$321K
|
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
16.5K+ 103.73% |
$858K - $1M
|
32.5K
$2.14M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-74- 2.51% |
$3.84K - $4.49K
|
2.88K
$189K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
7.65K+ 54.46% |
$397K - $465K
|
21.7K
$1.43M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-6.88K- 13.56% |
$357K - $418K
|
43.8K
$2.89M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.91K- 2.5% |
$98.9K - $116K
|
74.3K
$4.89M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
40New |
$2.08K - $2.43K
|
40
$2.63K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
6.13K+ 7.04% |
$318K - $372K
|
93.3K
$6.14M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-593K- 24.67% |
$30.7M - $36M
|
1.81M
$119M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-40- 2.03% |
$2.08K - $2.43K
|
1.93K
$127K
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
SELL
|
- |
-1.43K- 15.27% |
$74.4K - $87.1K
|
7.96K
$524K
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-5.93K- 22.95% |
$308K - $360K
|
19.9K
$1.31M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-13K- 21.25% |
$674K - $789K
|
48.1K
$3.17M
|
|
|
Apr 25, 2025
Q1 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
SELL
|
- |
-18.5K- 16.06% |
$961K - $1.12M
|
96.8K
$6.37M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.39K- 6.61% |
$71.9K - $84.2K
|
19.6K
$1.29M
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
1.23K+ 17.44% |
$63.7K - $74.6K
|
8.27K
$544K
|
|
|
Apr 25, 2025
Q1 2025
|
Townsend & Associates, Inc
|
BUY
|
- |
172K+ 36.46% |
$8.92M - $10.4M
|
644K
$42.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
21New |
$1.09K - $1.28K
|
21
$1.38K
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-27- 17.09% |
$1.4K - $1.64K
|
131
$8.62K
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
51New |
$2.65K - $3.1K
|
51
$3.36K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-252- 31.42% |
$13.1K - $15.3K
|
550
$36.2K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-17.5K- 47.04% |
$906K - $1.06M
|
19.7K
$1.29M
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-701- 8.77% |
$36.4K - $42.6K
|
7.29K
$480K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
179+ 59.67% |
$9.29K - $10.9K
|
479
$31.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
14.4K+ 1567.58% |
$745K - $872K
|
15.3K
$1.01M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-551- 2.14% |
$28.6K - $33.5K
|
25.1K
$1.65M
|
|
|
Apr 24, 2025
Q1 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
3.63K+ 2.97% |
$189K - $221K
|
126K
$8.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-753- 11.78% |
$39.1K - $45.7K
|
5.64K
$371K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-110K- 19.41% |
$5.68M - $6.65M
|
455K
$29.9M
|