Latest Institutional Purchases of Msci Eafe Value ETF (EFV)
This list provides information on the latest institutional transactions involving Msci Eafe Value ETF (EFV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
576K+ 33.66% |
$36.2M - $39.4M
|
2.29M
$156M
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
306K+ 28.66% |
$19.2M - $20.9M
|
1.37M
$93.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
259K+ 23.75% |
$16.3M - $17.7M
|
1.35M
$92M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
219KNew |
$13.8M - $15M
|
219K
$14.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
166K+ 149.18% |
$10.4M - $11.3M
|
277K
$18.8M
|
|
|
Oct 07, 2025
Q3 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
155K+ 130.79% |
$9.71M - $10.6M
|
273K
$18.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
85KNew |
$5.33M - $5.81M
|
85K
$5.78M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
82.3K+ 1.3% |
$5.17M - $5.63M
|
6.43M
$437M
|
|
|
Oct 27, 2025
Q3 2025
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
68.6K+ 13.45% |
$4.3M - $4.69M
|
578K
$39.3M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
67.8K+ 52.89% |
$4.26M - $4.64M
|
196K
$13.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
65.9K+ 6.75% |
$4.14M - $4.51M
|
1.04M
$70.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
61.3K+ 75.99% |
$3.85M - $4.2M
|
142K
$9.67M
|
|
|
Oct 15, 2025
Q3 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
55.2KNew |
$3.46M - $3.77M
|
55.2K
$3.75M
|
|
|
Oct 14, 2025
Q3 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
55K+ 65.68% |
$3.45M - $3.76M
|
139K
$9.43M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
45.7K+ 14.31% |
$2.87M - $3.12M
|
365K
$24.8M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
44.7KNew |
$2.81M - $3.06M
|
44.7K
$3.04M
|
|
|
Oct 27, 2025
Q3 2025
|
Blalock Williams, LLC
Alexander City, AL |
BUY
|
- |
44.4KNew |
$2.79M - $3.04M
|
44.4K
$3.02M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
40.7K+ 10.81% |
$2.55M - $2.78M
|
417K
$28.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
40.2K+ 57.14% |
$2.53M - $2.75M
|
111K
$7.53M
|
|
|
Oct 09, 2025
Q3 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
32.4K+ 8.96% |
$2.03M - $2.22M
|
394K
$26.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
32.3K+ 65.05% |
$2.03M - $2.21M
|
81.9K
$5.57M
|
|
|
Oct 15, 2025
Q3 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
31.3K+ 30.41% |
$1.97M - $2.14M
|
134K
$9.13M
|
|
|
Oct 24, 2025
Q3 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
BUY
|
- |
29.4KNew |
$1.85M - $2.01M
|
29.4K
$2M
|
|
|
Oct 21, 2025
Q3 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
28.1K+ 20.09% |
$1.76M - $1.92M
|
168K
$11.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
26.9K+ 54.46% |
$1.69M - $1.84M
|
76.3K
$5.19M
|
|
|
Oct 29, 2025
Q3 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
25.8K+ 36.49% |
$1.62M - $1.77M
|
96.6K
$6.57M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
24.5KNew |
$1.54M - $1.68M
|
24.5K
$1.67M
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
24K+ 341.28% |
$1.5M - $1.64M
|
31K
$2.11M
|
|
|
Oct 28, 2025
Q3 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
23.1K+ 33.67% |
$1.45M - $1.58M
|
91.8K
$6.25M
|
|
|
Oct 10, 2025
Q3 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
23K+ 13.09% |
$1.45M - $1.58M
|
199K
$13.5M
|
|
|
Oct 20, 2025
Q3 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
23KNew |
$1.44M - $1.57M
|
23K
$1.56M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
22.5K+ 9.8% |
$1.41M - $1.54M
|
252K
$17.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
BUY
|
- |
21.6K+ 26.4% |
$1.36M - $1.48M
|
103K
$7.04M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
20.1K+ 1.07% |
$1.26M - $1.37M
|
1.89M
$129M
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
20K+ 4.0% |
$1.26M - $1.37M
|
519K
$35.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Brave Asset Management Inc
|
BUY
|
- |
17.8K+ 2.62% |
$1.12M - $1.22M
|
697K
$47.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
17.6K+ 5.0% |
$1.1M - $1.2M
|
369K
$25.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
17.3K+ 15.9% |
$1.08M - $1.18M
|
126K
$8.56M
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
15.6KNew |
$980K - $1.07M
|
15.6K
$1.06M
|
|
|
Oct 15, 2025
Q3 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
15.4KNew |
$966K - $1.05M
|
15.4K
$1.05M
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
BUY
|
- |
14.8K+ 18.96% |
$930K - $1.01M
|
93K
$6.33M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
14.4K+ 0.77% |
$907K - $988K
|
1.88M
$128M
|
|
|
Oct 30, 2025
Q3 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
14K+ 20.21% |
$880K - $959K
|
83.4K
$5.67M
|
|
|
Oct 17, 2025
Q3 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
13.8K+ 11.74% |
$864K - $941K
|
131K
$8.91M
|
|
|
Oct 27, 2025
Q3 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
13.7K+ 10.78% |
$861K - $938K
|
141K
$9.58M
|
|
|
Oct 17, 2025
Q3 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
12.2K+ 17.19% |
$764K - $832K
|
82.9K
$5.64M
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
9.89K+ 32.62% |
$621K - $677K
|
40.2K
$2.74M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
9.67K+ 24.76% |
$607K - $661K
|
48.7K
$3.32M
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
8.87K+ 4.21% |
$557K - $607K
|
219K
$14.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
8.74K+ 114.37% |
$549K - $598K
|
16.4K
$1.11M
|