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 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
3.61KNew |
$189K - $233K
|
3.61K
$231K
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-1.97K- 8.51% |
$103K - $128K
|
21.2K
$1.36M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
302+ 7.47% |
$15.8K - $19.5K
|
4.34K
$279K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-4.83K- 4.19% |
$253K - $312K
|
110K
$7.08M
|
|
|
Jul 16, 2025
Q2 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-276- 3.69% |
$14.5K - $17.8K
|
7.21K
$463K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-356- 35.67% |
$18.7K - $23K
|
642
$41.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
41+ 10.07% |
$2.15K - $2.65K
|
448
$28.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
16.5K+ 180.11% |
$866K - $1.07M
|
25.7K
$1.65M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-225- 3.15% |
$11.8K - $14.5K
|
6.92K
$444K
|
|
|
Jul 16, 2025
Q2 2025
|
Squire Investment Management Company, LLC
Orem, UT |
SELL
|
- |
-2.58K- 27.37% |
$135K - $167K
|
6.84K
$439K
|
|
|
Jul 16, 2025
Q2 2025
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
1.07K+ 0.99% |
$55.9K - $69K
|
108K
$6.95M
|
|
|
Jul 16, 2025
Q2 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
299+ 3.26% |
$15.7K - $19.3K
|
9.47K
$608K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-12- 2.85% |
$629 - $776
|
409
$26.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-79- 0.36% |
$4.14K - $5.11K
|
22.1K
$1.42M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
7.67K+ 30.5% |
$402K - $496K
|
32.8K
$2.11M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-391- 8.72% |
$20.5K - $25.3K
|
4.09K
$263K
|
|
|
Jul 16, 2025
Q2 2025
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
1.5K+ 41.11% |
$78.5K - $96.8K
|
5.14K
$330K
|
|
|
Jul 16, 2025
Q2 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
SELL
|
- |
-1.6K- 4.44% |
$83.8K - $103K
|
34.4K
$2.21M
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
108+ 1.34% |
$5.66K - $6.98K
|
8.16K
$523K
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-1.8K- 1.04% |
$94.2K - $116K
|
170K
$10.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
4.53KNew |
$238K - $293K
|
4.53K
$291K
|
|
|
Jul 15, 2025
Q2 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
3.4KNew |
$178K - $219K
|
3.4K
$218K
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
65+ 1.17% |
$3.41K - $4.2K
|
5.63K
$361K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-28- 1.35% |
$1.47K - $1.81K
|
2.04K
$131K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-19.2K- 5.97% |
$1.01M - $1.24M
|
303K
$19.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-1.93K- 3.91% |
$101K - $125K
|
47.4K
$3.04M
|
|
|
Jul 15, 2025
Q2 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-463- 2.11% |
$24.3K - $29.9K
|
21.5K
$1.38M
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
4.01K+ 6.14% |
$210K - $259K
|
69.2K
$4.44M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
6.44K+ 128.7% |
$337K - $416K
|
11.4K
$734K
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
1.87K+ 9.95% |
$97.8K - $121K
|
20.6K
$1.32M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
10.1K+ 13.04% |
$527K - $650K
|
87.1K
$5.59M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
646+ 7.6% |
$33.9K - $41.8K
|
9.14K
$587K
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
419+ 7.91% |
$22K - $27.1K
|
5.72K
$367K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.87K+ 2.77% |
$97.9K - $121K
|
69.4K
$4.45M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-6.41K- 20.75% |
$336K - $414K
|
24.5K
$1.57M
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
3.82KNew |
$200K - $247K
|
3.82K
$245K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
19.7K+ 439.36% |
$1.03M - $1.27M
|
24.1K
$1.55M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.61K+ 1.49% |
$84.1K - $104K
|
110K
$7.04M
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
8.83K+ 7.84% |
$463K - $571K
|
121K
$7.79M
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
BUY
|
- |
1.44K+ 30.09% |
$75.5K - $93.1K
|
6.23K
$399K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
5.99K+ 62.06% |
$314K - $387K
|
15.6K
$1M
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.27K- 27.25% |
$66.8K - $82.4K
|
3.4K
$218K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
31.1K+ 103.44% |
$1.63M - $2.01M
|
61.2K
$3.93M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
9.72K+ 46.35% |
$510K - $629K
|
30.7K
$1.97M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3.8K+ 10.77% |
$199K - $245K
|
39.1K
$2.51M
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
70K+ 16.32% |
$3.67M - $4.53M
|
499K
$32M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
SELL
|
- |
-18.2K- 6.74% |
$956K - $1.18M
|
252K
$16.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
9.13K+ 67.16% |
$479K - $590K
|
22.7K
$1.46M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.05K+ 45.35% |
$212K - $262K
|
13K
$833K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
102K+ 47.1% |
$5.35M - $6.61M
|
319K
$20.5M
|