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 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-461- 1.58% |
$24.2K - $29.8K
|
28.7K
$1.84M
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-29- 0.22% |
$1.52K - $1.87K
|
12.9K
$828K
|
|
|
Jul 09, 2025
Q2 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-1.58K- 11.38% |
$82.8K - $102K
|
12.3K
$790K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
41.5K+ 62.26% |
$2.18M - $2.68M
|
108K
$6.94M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-10.8K- 0.76% |
$565K - $697K
|
1.4M
$90.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
9.24K+ 2.84% |
$484K - $598K
|
335K
$21.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
12.5K+ 3.59% |
$655K - $809K
|
361K
$23.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
550+ 8.66% |
$28.8K - $35.6K
|
6.9K
$443K
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-106K- 37.62% |
$5.56M - $6.86M
|
176K
$11.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-100- 0.85% |
$5.24K - $6.47K
|
11.6K
$746K
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-40- 0.64% |
$2.1K - $2.59K
|
6.25K
$401K
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
347+ 9.87% |
$18.2K - $22.4K
|
3.86K
$248K
|
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
3.2KNew |
$168K - $207K
|
3.2K
$205K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-2.65K- 6.0% |
$139K - $171K
|
41.5K
$2.66M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
49.5K+ 40.28% |
$2.59M - $3.2M
|
172K
$11.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
59.4K+ 47.41% |
$3.11M - $3.84M
|
185K
$11.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-55- 1.2% |
$2.88K - $3.56K
|
4.52K
$290K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.43K+ 8.85% |
$180K - $222K
|
42.2K
$2.71M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-7.25K- 4.89% |
$380K - $468K
|
141K
$9.05M
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
3.26KNew |
$171K - $211K
|
3.26K
$209K
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
392New |
$20.5K - $25.3K
|
392
$25.2K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
44New |
$2.31K - $2.84K
|
44
$2.82K
|
|
|
Jul 08, 2025
Q2 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
375+ 0.44% |
$19.7K - $24.2K
|
85.2K
$5.47M
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
23.7K+ 39.93% |
$1.24M - $1.53M
|
82.9K
$5.32M
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
27.2K+ 69.76% |
$1.43M - $1.76M
|
66.2K
$4.25M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
97+ 2.18% |
$5.08K - $6.27K
|
4.54K
$291K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-122- 1.66% |
$6.39K - $7.89K
|
7.25K
$465K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
26+ 4.25% |
$1.36K - $1.68K
|
638
$40.9K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
10.2K+ 17.99% |
$537K - $662K
|
67.2K
$4.31M
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-2.74K- 6.21% |
$144K - $177K
|
41.4K
$2.66M
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
7.77K+ 68.56% |
$407K - $502K
|
19.1K
$1.23M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.76K+ 29.51% |
$92.4K - $114K
|
7.74K
$497K
|
|
|
Jul 07, 2025
Q2 2025
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
1.25K+ 33.98% |
$65.6K - $80.9K
|
4.94K
$317K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
35New |
$1.83K - $2.26K
|
35
$2.25K
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
BUY
|
- |
653+ 4.69% |
$34.2K - $42.2K
|
14.6K
$936K
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
BUY
|
- |
44New |
$2.31K - $2.84K
|
44
$2.82K
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
19K+ 41.95% |
$998K - $1.23M
|
64.5K
$4.14M
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
10.9K+ 60.03% |
$570K - $703K
|
29K
$1.86M
|
|
|
Jul 07, 2025
Q2 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-198- 3.22% |
$10.4K - $12.8K
|
5.96K
$382K
|
|
|
Jul 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-951- 6.27% |
$49.8K - $61.5K
|
14.2K
$912K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-147- 3.48% |
$7.7K - $9.5K
|
4.08K
$261K
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-2.24K- 1.51% |
$117K - $145K
|
145K
$9.33M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
3.69KNew |
$193K - $238K
|
3.69K
$237K
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-442- 0.62% |
$23.2K - $28.6K
|
70.9K
$4.55M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
7.92K+ 46.67% |
$415K - $512K
|
24.9K
$1.6M
|
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
1.23K+ 1.24% |
$64.5K - $79.5K
|
100K
$6.43M
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
BUY
|
- |
4.04K+ 10.89% |
$211K - $261K
|
41.1K
$2.64M
|
|
|
Jul 02, 2025
Q2 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
470+ 2.85% |
$24.6K - $30.4K
|
17K
$1.09M
|
|
|
Jul 01, 2025
Q2 2025
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
22.7K+ 60.19% |
$1.19M - $1.47M
|
60.5K
$3.88M
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1+ 2.44% |
$52.4 - $64.7
|
42
$2.7K
|