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 07, 2025
Q3 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-15.3K- 9.64% |
$960K - $1.05M
|
143K
$10.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Fiscal Wisdom Wealth Management, LLC
Canton, CT |
BUY
|
- |
4.52KNew |
$284K - $309K
|
4.52K
$318K
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
97+ 1.36% |
$6.09K - $6.64K
|
7.25K
$509K
|
|
|
Nov 07, 2025
Q3 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-29.5K- 33.84% |
$1.85M - $2.02M
|
57.7K
$4.05M
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
452+ 1.0% |
$28.4K - $30.9K
|
45.6K
$3.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
5.42KNew |
$340K - $371K
|
5.42K
$381K
|
|
|
Nov 07, 2025
Q3 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-11.7K- 19.09% |
$734K - $799K
|
49.5K
$3.48M
|
|
|
Nov 07, 2025
Q3 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
57+ 1.73% |
$3.58K - $3.9K
|
3.35K
$236K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-50K- 14.52% |
$3.14M - $3.42M
|
294K
$20.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-7.77K- 48.51% |
$488K - $531K
|
8.24K
$579K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
5.04K+ 15.74% |
$316K - $345K
|
37K
$2.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
52.4K+ 2.88% |
$3.29M - $3.59M
|
1.87M
$131M
|
|
|
Nov 07, 2025
Q3 2025
|
Amg National Trust Bank
|
BUY
|
- |
664+ 1.29% |
$41.7K - $45.4K
|
52.2K
$3.67M
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-879- 13.68% |
$55.2K - $60.1K
|
5.55K
$390K
|
|
|
Nov 07, 2025
Q3 2025
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-445- 7.47% |
$27.9K - $30.4K
|
5.52K
$387K
|
|
|
Nov 07, 2025
Q3 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-2.15K- 40.03% |
$135K - $147K
|
3.22K
$226K
|
|
|
Nov 07, 2025
Q3 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-1.87K- 25.89% |
$117K - $128K
|
5.35K
$376K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
5.39K+ 5.5% |
$338K - $369K
|
103K
$7.26M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.42K+ 34.88% |
$152K - $166K
|
9.36K
$658K
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
8.95K+ 3.9% |
$562K - $612K
|
238K
$16.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Financial Corp
|
BUY
|
- |
322New |
$20.2K - $22K
|
322
$22.6K
|
|
|
Nov 06, 2025
Q3 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-548- 7.49% |
$34.4K - $37.5K
|
6.77K
$476K
|
|
|
Nov 06, 2025
Q3 2025
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-223- 1.71% |
$14K - $15.3K
|
12.9K
$903K
|
|
|
Nov 06, 2025
Q3 2025
|
Rockland Trust CO
|
SELL
|
- |
-528- 0.68% |
$33.2K - $36.1K
|
77.6K
$5.45M
|
|
|
Nov 06, 2025
Q3 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
SELL
|
- |
-9.71K- 15.99% |
$609K - $664K
|
51K
$3.58M
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
1.66K+ 38.45% |
$104K - $114K
|
5.99K
$421K
|
|
|
Nov 06, 2025
Q3 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-250- 8.27% |
$15.7K - $17.1K
|
2.77K
$195K
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
BUY
|
- |
33+ 0.34% |
$2.07K - $2.26K
|
9.76K
$686K
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.53K+ 4.42% |
$159K - $173K
|
59.6K
$4.19M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
27.7K+ 50.46% |
$1.74M - $1.89M
|
82.5K
$5.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
6.39KNew |
$401K - $437K
|
6.39K
$449K
|
|
|
Nov 06, 2025
Q3 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
3.05K+ 3.34% |
$191K - $209K
|
94.3K
$6.63M
|
|
|
Nov 06, 2025
Q3 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
2.4K+ 34.99% |
$151K - $164K
|
9.25K
$650K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-4.55K- 29.47% |
$286K - $311K
|
10.9K
$765K
|
|
|
Nov 06, 2025
Q3 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
97New |
$6.09K - $6.64K
|
97
$6.82K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-37.8K- 18.54% |
$2.37M - $2.59M
|
166K
$11.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-93.5K- 11.0% |
$5.87M - $6.4M
|
756K
$53.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-7- 18.92% |
$440 - $479
|
30
$2.11K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-3.25K- 8.26% |
$204K - $223K
|
36.1K
$2.54M
|
|
|
Nov 06, 2025
Q3 2025
|
Gfs Advisors, LLC
|
SELL
|
- |
-160- 1.14% |
$10K - $10.9K
|
13.8K
$972K
|
|
|
Nov 06, 2025
Q3 2025
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-1.39K- 4.91% |
$87.5K - $95.3K
|
27K
$1.89M
|
|
|
Nov 06, 2025
Q3 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.11K- 7.7% |
$196K - $213K
|
37.3K
$2.62M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.35K+ 42.01% |
$147K - $161K
|
7.94K
$558K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
101+ 0.31% |
$6.34K - $6.91K
|
32.9K
$2.31M
|
|
|
Nov 06, 2025
Q3 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-505- 2.88% |
$31.7K - $34.6K
|
17K
$1.2M
|
|
|
Nov 06, 2025
Q3 2025
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
4.89K+ 33.78% |
$307K - $334K
|
19.4K
$1.36M
|
|
|
Nov 06, 2025
Q3 2025
|
Ade, LLC
|
SELL
|
- |
-1.92K- 3.43% |
$120K - $131K
|
53.9K
$3.79M
|
|
|
Nov 06, 2025
Q3 2025
|
Weil Company, Inc.
|
BUY
|
- |
105+ 0.37% |
$6.59K - $7.18K
|
28.4K
$1.99M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.59K- 0.57% |
$163K - $177K
|
452K
$31.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
1.95K+ 0.95% |
$122K - $133K
|
207K
$14.5M
|
|