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 |
|---|---|---|---|---|---|---|---|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
993+ 4.53% |
$62.4K - $67.9K
|
22.9K
$1.61M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
67.2K+ 13.02% |
$4.22M - $4.6M
|
583K
$41M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-807- 12.62% |
$50.7K - $55.2K
|
5.59K
$392K
|
|
|
Nov 19, 2025
Q3 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
9.26KNew |
$582K - $634K
|
9.26K
$651K
|
|
|
Nov 18, 2025
Q3 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-42.7K- 26.22% |
$2.68M - $2.92M
|
120K
$8.44M
|
|
|
Nov 18, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
28KNew |
$1.76M - $1.91M
|
28K
$1.97M
|
|
|
Nov 18, 2025
Q3 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
159New |
$9.98K - $10.9K
|
159
$11.2K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-17.2K- 8.6% |
$1.08M - $1.17M
|
182K
$12.8M
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-66- 0.95% |
$4.14K - $4.52K
|
6.9K
$485K
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
12+ 0.16% |
$753 - $821
|
7.48K
$526K
|
|
|
Nov 17, 2025
Q3 2025
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
2.34K+ 5.86% |
$147K - $160K
|
42.3K
$2.97M
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
735+ 2.26% |
$46.2K - $50.3K
|
33.3K
$2.34M
|
|
|
Nov 17, 2025
Q3 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-17- 0.02% |
$1.07K - $1.16K
|
83K
$5.83M
|
|
|
Nov 17, 2025
Q3 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2.77K+ 15.51% |
$174K - $190K
|
20.7K
$1.45M
|
|
|
Nov 17, 2025
Q3 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
3.11KNew |
$195K - $212K
|
3.11K
$218K
|
|
|
Nov 17, 2025
Q3 2025
|
American Trust
Lexington, KY |
BUY
|
- |
203+ 2.51% |
$12.7K - $13.9K
|
8.29K
$582K
|
|
|
Nov 14, 2025
Q3 2025
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
2.89KNew |
$181K - $198K
|
2.89K
$203K
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-655- 40.26% |
$41.1K - $44.8K
|
972
$68.3K
|
|
|
Nov 14, 2025
Q3 2025
|
M&T Bank Corp
|
SELL
|
- |
-91.5K- 6.46% |
$5.75M - $6.26M
|
1.33M
$93.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
748+ 13.78% |
$47K - $51.2K
|
6.18K
$434K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.79K- 0.66% |
$112K - $122K
|
271K
$19M
|
|
|
Nov 14, 2025
Q3 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
675New |
$42.4K - $46.2K
|
675
$47.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
435K+ 35.35% |
$27.3M - $29.8M
|
1.67M
$117M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
38KNew |
$2.38M - $2.6M
|
38K
$2.67M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-16.8K- 10.75% |
$1.06M - $1.15M
|
140K
$9.81M
|
|
|
Nov 14, 2025
Q3 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-16.3K- 82.44% |
$1.03M - $1.12M
|
3.48K
$245K
|
|
|
Nov 14, 2025
Q3 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-13.1K- 35.46% |
$821K - $895K
|
23.8K
$1.67M
|
|
|
Nov 14, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
7.17K+ 4.36% |
$450K - $491K
|
172K
$12M
|
|
|
Nov 14, 2025
Q3 2025
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
17.5K+ 1.56% |
$1.1M - $1.2M
|
1.14M
$79.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
14.8K+ 183.65% |
$927K - $1.01M
|
22.8K
$1.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
3.12K+ 31.79% |
$196K - $214K
|
13K
$910K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-99.5K- 22.97% |
$6.25M - $6.81M
|
334K
$23.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
16.8K+ 13.27% |
$1.05M - $1.15M
|
143K
$10.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
122K+ 11.32% |
$7.68M - $8.37M
|
1.2M
$84.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.13MNew |
$71.2M - $77.6M
|
1.13M
$79.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-9.22K- 27.16% |
$579K - $631K
|
24.7K
$1.74M
|
|
|
Nov 14, 2025
Q3 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-811- 0.95% |
$50.9K - $55.5K
|
84.3K
$5.92M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.23M- 21.67% |
$77.4M - $84.4M
|
4.46M
$313M
|
|
|
Nov 14, 2025
Q3 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
579+ 6.46% |
$36.4K - $39.6K
|
9.54K
$670K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
33.8K+ 7.44% |
$2.13M - $2.32M
|
489K
$34.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-250- 2.67% |
$15.7K - $17.1K
|
9.11K
$640K
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.71K+ 32.4% |
$233K - $254K
|
15.2K
$1.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.58K+ 42.68% |
$162K - $177K
|
8.64K
$607K
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
34+ 226.67% |
$2.13K - $2.33K
|
49
$3.44K
|
|
|
Nov 14, 2025
Q3 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-60.6K- 19.81% |
$3.8M - $4.14M
|
245K
$17.2M
|
|
|
Nov 14, 2025
Q3 2025
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-5.66K- 9.57% |
$355K - $387K
|
53.5K
$3.76M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
948K+ 18.0% |
$59.5M - $64.9M
|
6.21M
$437M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
776K+ 5180.82% |
$48.7M - $53.1M
|
791K
$55.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-8.83K- 4.74% |
$554K - $604K
|
178K
$12.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
128KNew |
$8.04M - $8.76M
|
128K
$8.99M
|
|