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 12, 2025
Q3 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-16.3K- 10.77% |
$1.02M - $1.11M
|
135K
$9.47M
|
|
|
Nov 12, 2025
Q3 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-247- 7.32% |
$15.5K - $16.9K
|
3.13K
$220K
|
|
|
Nov 12, 2025
Q3 2025
|
Washington Trust CO
|
BUY
|
- |
3.03KNew |
$190K - $207K
|
3.03K
$213K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-33K- 12.78% |
$2.07M - $2.26M
|
225K
$15.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-26- 0.76% |
$1.63K - $1.78K
|
3.39K
$238K
|
|
|
Nov 12, 2025
Q3 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-4.86K- 48.8% |
$305K - $332K
|
5.09K
$358K
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-708- 1.73% |
$44.5K - $48.4K
|
40.2K
$2.83M
|
|
|
Nov 12, 2025
Q3 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
908+ 9.32% |
$57K - $62.1K
|
10.6K
$748K
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
99.1K+ 240.36% |
$6.22M - $6.78M
|
140K
$9.86M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.93K+ 7.14% |
$184K - $201K
|
44K
$3.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
13.9K+ 4.35% |
$874K - $952K
|
334K
$23.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-3.31K- 19.08% |
$208K - $226K
|
14K
$985K
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
13.6K+ 12.09% |
$856K - $933K
|
126K
$8.89M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-6.56K- 5.22% |
$412K - $449K
|
119K
$8.38M
|
|
|
Nov 12, 2025
Q3 2025
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
85.7KNew |
$5.38M - $5.86M
|
85.7K
$6.02M
|
|
|
Nov 12, 2025
Q3 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
3.07KNew |
$193K - $210K
|
3.07K
$215K
|
|
|
Nov 12, 2025
Q3 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
969+ 6.74% |
$60.8K - $66.3K
|
15.4K
$1.08M
|
|
|
Nov 12, 2025
Q3 2025
|
Becker Capital Management Inc
|
BUY
|
- |
5.59KNew |
$351K - $382K
|
5.59K
$392K
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-11.7K- 17.68% |
$736K - $802K
|
54.6K
$3.83M
|
|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-81.3K- 25.55% |
$5.1M - $5.56M
|
237K
$16.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.97M- 8.69% |
$124M - $135M
|
20.7M
$1.46B
|
|
|
Nov 12, 2025
Q3 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
563+ 2.65% |
$35.4K - $38.5K
|
21.8K
$1.53M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-80.6K- 21.43% |
$5.06M - $5.52M
|
296K
$20.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-40.2K- 46.01% |
$2.53M - $2.75M
|
47.2K
$3.32M
|
|
|
Nov 12, 2025
Q3 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
4.92KNew |
$309K - $336K
|
4.92K
$345K
|
|
|
Nov 12, 2025
Q3 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.79K- 11.25% |
$112K - $122K
|
14.1K
$989K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-194K- 13.05% |
$12.2M - $13.3M
|
1.3M
$91M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.85K- 9.67% |
$179K - $195K
|
26.6K
$1.87M
|
|
|
Nov 12, 2025
Q3 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
16KNew |
$1.01M - $1.1M
|
16K
$1.12M
|
|
|
Nov 12, 2025
Q3 2025
|
Ascent Capital Management, LLC
Bend, OR |
SELL
|
- |
-3.76K- 3.47% |
$236K - $257K
|
105K
$7.35M
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-1.58K- 53.59% |
$98.9K - $108K
|
1.36K
$95.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
7.35KNew |
$461K - $503K
|
7.35K
$516K
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
2.23K+ 5.02% |
$140K - $153K
|
46.7K
$3.28M
|
|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.43K+ 47.65% |
$153K - $166K
|
7.53K
$529K
|
|
|
Nov 12, 2025
Q3 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-674- 2.52% |
$42.3K - $46.1K
|
26.1K
$1.83M
|
|
|
Nov 12, 2025
Q3 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
347+ 3.4% |
$21.8K - $23.7K
|
10.6K
$742K
|
|
|
Nov 12, 2025
Q3 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-35.7K- 81.88% |
$2.24M - $2.44M
|
7.91K
$556K
|
|
|
Nov 12, 2025
Q3 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-57- 1.18% |
$3.58K - $3.9K
|
4.76K
$335K
|
|
|
Nov 12, 2025
Q3 2025
|
American Wealth Advisors, LLC
Johns Creek, GA |
BUY
|
- |
113New |
$7.1K - $7.73K
|
113
$7.94K
|
|
|
Nov 12, 2025
Q3 2025
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-318- 4.04% |
$20K - $21.8K
|
7.55K
$530K
|
|
|
Nov 12, 2025
Q3 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
58.3KNew |
$3.66M - $3.99M
|
58.3K
$4.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
351New |
$22K - $24K
|
351
$24.7K
|
|
|
Nov 12, 2025
Q3 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
SELL
|
- |
-20.4K- 16.83% |
$1.28M - $1.4M
|
101K
$7.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
98New |
$6.15K - $6.71K
|
98
$6.89K
|
|
|
Nov 12, 2025
Q3 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
4.94K+ 3.77% |
$310K - $338K
|
136K
$9.55M
|
|
|
Nov 12, 2025
Q3 2025
|
Integrity Advisory Solutions, LLC
Dallas, TX |
BUY
|
- |
58.3KNew |
$3.66M - $3.99M
|
58.3K
$4.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
7.34K+ 3.95% |
$461K - $502K
|
193K
$13.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
12.5K+ 133.99% |
$785K - $855K
|
21.8K
$1.53M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-79.5K- 17.28% |
$4.99M - $5.44M
|
381K
$26.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.17K- 24.91% |
$199K - $217K
|
9.56K
$672K
|
|