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 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
794+ 2.28% |
$49.9K - $54.3K
|
35.6K
$2.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
6.94K+ 5.18% |
$436K - $475K
|
141K
$9.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-23.8K- 10.65% |
$1.49M - $1.63M
|
200K
$14M
|
|
|
Nov 10, 2025
Q3 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
SELL
|
- |
-1.04K- 12.75% |
$65.3K - $71.2K
|
7.12K
$500K
|
|
|
Nov 10, 2025
Q3 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
66.3K+ 33.31% |
$4.16M - $4.53M
|
265K
$18.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.9K- 10.03% |
$119K - $130K
|
17.1K
$1.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.33K+ 2.54% |
$83.8K - $91.3K
|
53.8K
$3.78M
|
|
|
Nov 10, 2025
Q3 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-5.35K- 8.8% |
$336K - $366K
|
55.4K
$3.89M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.14K- 11.84% |
$71.6K - $78K
|
8.49K
$596K
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
BUY
|
- |
3.12KNew |
$196K - $214K
|
3.12K
$219K
|
|
|
Nov 10, 2025
Q3 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-64- 2.42% |
$4.02K - $4.38K
|
2.58K
$181K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
1.26K+ 15.86% |
$78.9K - $86K
|
9.18K
$645K
|
|
|
Nov 10, 2025
Q3 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
191+ 0.91% |
$12K - $13.1K
|
21.1K
$1.48M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
40.2K+ 8.98% |
$2.52M - $2.75M
|
487K
$34.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
SELL
|
- |
-768- 1.09% |
$48.2K - $52.5K
|
70K
$4.92M
|
|
|
Nov 10, 2025
Q3 2025
|
Patten Group, Inc.
|
BUY
|
- |
3.92K+ 11.98% |
$246K - $268K
|
36.7K
$2.58M
|
|
|
Nov 10, 2025
Q3 2025
|
North Star Asset Management Inc
|
BUY
|
- |
3KNew |
$188K - $205K
|
3K
$211K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-7.4K- 24.45% |
$465K - $506K
|
22.9K
$1.61M
|
|
|
Nov 10, 2025
Q3 2025
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-129K- 32.44% |
$8.11M - $8.84M
|
269K
$18.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Rice Partnership, LLC
|
BUY
|
- |
312+ 33.4% |
$19.6K - $21.3K
|
1.25K
$87.5K
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-9.04K- 19.87% |
$568K - $619K
|
36.5K
$2.56M
|
|
|
Nov 10, 2025
Q3 2025
|
First American Trust, Fsb
|
BUY
|
- |
20.2K+ 2.66% |
$1.27M - $1.38M
|
780K
$54.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-8.79K- 10.32% |
$552K - $601K
|
76.4K
$5.37M
|
|
|
Nov 10, 2025
Q3 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-1.68K- 17.59% |
$106K - $115K
|
7.88K
$554K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
382K+ 2.81% |
$24M - $26.1M
|
14M
$983M
|
|
|
Nov 10, 2025
Q3 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-9.95K- 20.24% |
$624K - $680K
|
39.2K
$2.75M
|
|
|
Nov 10, 2025
Q3 2025
|
Lansing Street Advisors
|
BUY
|
- |
35.5K+ 51.36% |
$2.23M - $2.43M
|
105K
$7.34M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-6.08K- 4.32% |
$382K - $416K
|
135K
$9.47M
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-9.89K- 35.49% |
$621K - $677K
|
18K
$1.26M
|
|
|
Nov 10, 2025
Q3 2025
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-1.14K- 23.3% |
$71.8K - $78.2K
|
3.76K
$264K
|
|
|
Nov 10, 2025
Q3 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-4.94K- 8.11% |
$310K - $338K
|
55.9K
$3.93M
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-248- 4.76% |
$15.6K - $17K
|
4.96K
$348K
|
|
|
Nov 07, 2025
Q3 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
496New |
$31.1K - $33.9K
|
496
$34.8K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-277K- 8.16% |
$17.4M - $19M
|
3.12M
$219M
|
|
|
Nov 07, 2025
Q3 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-419- 3.6% |
$26.3K - $28.7K
|
11.2K
$787K
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-176- 1.39% |
$11.1K - $12K
|
12.5K
$877K
|
|
|
Nov 07, 2025
Q3 2025
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
BUY
|
- |
379+ 0.8% |
$23.8K - $25.9K
|
47.9K
$3.37M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.01M+ 16.31% |
$126M - $137M
|
14.3M
$1B
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-9.23K- 3.05% |
$580K - $632K
|
294K
$20.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
3.33KNew |
$209K - $227K
|
3.33K
$234K
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
294+ 22.72% |
$18.5K - $20.1K
|
1.59K
$112K
|
|
|
Nov 07, 2025
Q3 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
1.58K+ 21.35% |
$98.9K - $108K
|
8.95K
$629K
|
|
|
Nov 07, 2025
Q3 2025
|
Valence8 Us LP
Cambridge, MA |
BUY
|
- |
35K+ 10.99% |
$2.2M - $2.4M
|
354K
$24.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-100- 1.32% |
$6.28K - $6.84K
|
7.47K
$525K
|
|
|
Nov 07, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-240- 0.01% |
$15.1K - $16.4K
|
2.29M
$161M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-934- 0.71% |
$58.6K - $63.9K
|
131K
$9.17M
|
|
|
Nov 07, 2025
Q3 2025
|
Kassira Wealth Management LLC
Knoxville, TN |
BUY
|
- |
18KNew |
$1.13M - $1.23M
|
18K
$1.26M
|
|
|
Nov 07, 2025
Q3 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
240+ 0.55% |
$15.1K - $16.4K
|
43.7K
$3.07M
|
|
|
Nov 07, 2025
Q3 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-234- 1.55% |
$14.7K - $16K
|
14.9K
$1.05M
|
|
|
Nov 07, 2025
Q3 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-5.13K- 3.44% |
$322K - $351K
|
144K
$10.1M
|
|