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 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
2.05KNew |
$107K - $133K
|
2.05K
$132K
|
|
|
Jul 21, 2025
Q2 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
390+ 2.38% |
$20.4K - $25.2K
|
16.8K
$1.07M
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
48.9K+ 381.95% |
$2.56M - $3.16M
|
61.7K
$3.96M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
292K+ 41.65% |
$15.3M - $18.9M
|
993K
$63.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1+ 0.02% |
$52.4 - $64.7
|
5.19K
$333K
|
|
|
Jul 18, 2025
Q2 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-1.42K- 6.11% |
$74.3K - $91.7K
|
21.8K
$1.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-374- 5.28% |
$19.6K - $24.2K
|
6.72K
$431K
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
438+ 8.66% |
$23K - $28.3K
|
5.49K
$353K
|
|
|
Jul 18, 2025
Q2 2025
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
39.9K+ 103.08% |
$2.09M - $2.58M
|
78.6K
$5.04M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
44.3K+ 41.14% |
$2.32M - $2.87M
|
152K
$9.76M
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
4.33K+ 65.98% |
$227K - $280K
|
10.9K
$699K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
58+ 2.02% |
$3.04K - $3.75K
|
2.93K
$188K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
5.13KNew |
$269K - $332K
|
5.13K
$329K
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
3.11K+ 2.73% |
$163K - $201K
|
117K
$7.52M
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
7New |
$367 - $453
|
7
$449
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-733- 16.45% |
$38.4K - $47.4K
|
3.72K
$239K
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-6.59K- 10.57% |
$346K - $426K
|
55.8K
$3.58M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
595+ 7.03% |
$31.2K - $38.5K
|
9.06K
$581K
|
|
|
Jul 18, 2025
Q2 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
5.88KNew |
$308K - $380K
|
5.88K
$377K
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
2.73K+ 25.21% |
$143K - $176K
|
13.6K
$870K
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-799- 4.82% |
$41.9K - $51.7K
|
15.8K
$1.01M
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
3.27KNew |
$171K - $211K
|
3.27K
$210K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
53+ 6.02% |
$2.78K - $3.43K
|
934
$59.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
162+ 2.79% |
$8.49K - $10.5K
|
5.97K
$383K
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-37.4K- 26.65% |
$1.96M - $2.42M
|
103K
$6.61M
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-705- 3.1% |
$36.9K - $45.6K
|
22.1K
$1.42M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
3.27K+ 16.94% |
$171K - $211K
|
22.6K
$1.45M
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 4.76% |
$52.4 - $64.7
|
22
$1.41K
|
|
|
Jul 17, 2025
Q2 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
347+ 2.08% |
$18.2K - $22.4K
|
17K
$1.09M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
977+ 5.49% |
$51.2K - $63.2K
|
18.8K
$1.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
98.8K+ 42.0% |
$5.18M - $6.39M
|
334K
$21.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
4.2KNew |
$220K - $272K
|
4.2K
$270K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
529+ 6.71% |
$27.7K - $34.2K
|
8.42K
$540K
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-3.13K- 6.56% |
$164K - $202K
|
44.6K
$2.86M
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-3.98K- 5.23% |
$208K - $257K
|
72.1K
$4.62M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.87KNew |
$203K - $250K
|
3.87K
$248K
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
BUY
|
- |
166+ 2.18% |
$8.7K - $10.7K
|
7.77K
$498K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
902K+ 36.94% |
$47.3M - $58.3M
|
3.34M
$215M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4.84K+ 28.81% |
$254K - $313K
|
21.7K
$1.39M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
12K+ 57.7% |
$628K - $775K
|
32.7K
$2.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-33- 0.57% |
$1.73K - $2.13K
|
5.71K
$366K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-10.6K- 3.68% |
$555K - $685K
|
277K
$17.8M
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
102K+ 40.75% |
$5.36M - $6.61M
|
353K
$22.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
193+ 2.52% |
$10.1K - $12.5K
|
7.87K
$505K
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-10.2K- 34.75% |
$534K - $659K
|
19.1K
$1.23M
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
5.85KNew |
$307K - $378K
|
5.85K
$376K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
10.9KNew |
$573K - $707K
|
10.9K
$702K
|
|
|
Jul 17, 2025
Q2 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
7.51K+ 18.71% |
$394K - $486K
|
47.7K
$3.06M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.04K+ 16.97% |
$54.3K - $67K
|
7.15K
$459K
|
|
|
Jul 16, 2025
Q2 2025
|
Brave Asset Management Inc
|
BUY
|
- |
207K+ 43.91% |
$10.9M - $13.4M
|
679K
$43.6M
|