Latest Institutional Sells of Msci Eafe Value ETF (EFV)
This list provides information on the latest institutional transactions involving Msci Eafe Value ETF (EFV) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-5.82K- 16.81% |
$302K - $353K
|
28.8K
$1.85M
|
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-5.7KClosed |
$296K - $346K
|
0
$0
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-5.66K- 35.82% |
$294K - $344K
|
10.1K
$651K
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-5.37K- 10.2% |
$278K - $326K
|
47.2K
$3.03M
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-5.28K- 11.27% |
$274K - $321K
|
41.6K
$2.67M
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-5.17K- 14.52% |
$268K - $314K
|
30.4K
$1.95M
|
|
Apr 24, 2025
Q1 2025
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
SELL
|
- |
-5.17K- 9.65% |
$268K - $314K
|
48.4K
$3.1M
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-5.05K- 7.67% |
$262K - $307K
|
60.8K
$3.9M
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-5.02K- 14.1% |
$261K - $305K
|
30.6K
$1.96M
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-4.86K- 13.67% |
$252K - $295K
|
30.7K
$1.97M
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-4.78K- 2.65% |
$248K - $290K
|
176K
$11.3M
|
|
May 06, 2025
Q1 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-4.71K- 11.42% |
$244K - $286K
|
36.5K
$2.34M
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-4.68K- 7.46% |
$243K - $284K
|
58K
$3.72M
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
SELL
|
- |
-4.64K- 6.15% |
$241K - $282K
|
70.9K
$4.55M
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-4.55K- 3.44% |
$236K - $277K
|
128K
$8.2M
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
SELL
|
- |
-4.54K- 22.76% |
$235K - $276K
|
15.4K
$989K
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-4.52K- 24.49% |
$235K - $275K
|
13.9K
$895K
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-4.51K- 1.21% |
$234K - $274K
|
369K
$23.7M
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-4.51K- 3.97% |
$234K - $274K
|
109K
$7M
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-4.46K- 5.88% |
$231K - $271K
|
71.3K
$4.58M
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-4.37K- 12.24% |
$227K - $266K
|
31.3K
$2.01M
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-4.35K- 2.77% |
$226K - $264K
|
153K
$9.82M
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-4.23K- 2.83% |
$219K - $257K
|
145K
$9.31M
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-4.1K- 15.66% |
$213K - $249K
|
22.1K
$1.42M
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-4.09K- 22.51% |
$212K - $249K
|
14.1K
$904K
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-4.09K- 9.75% |
$212K - $248K
|
37.8K
$2.43M
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-4.07K- 8.31% |
$211K - $247K
|
45K
$2.88M
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-4.04K- 9.54% |
$210K - $245K
|
38.3K
$2.46M
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4K- 20.15% |
$208K - $243K
|
15.9K
$1.02M
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-3.99K- 5.76% |
$207K - $242K
|
65.3K
$4.19M
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
SELL
|
- |
-3.87K- 12.21% |
$201K - $235K
|
27.8K
$1.78M
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-3.82K- 1.42% |
$198K - $232K
|
265K
$17M
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-3.78K- 1.15% |
$196K - $230K
|
325K
$20.8M
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-3.77K- 20.33% |
$195K - $229K
|
14.8K
$947K
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-3.62K- 2.8% |
$188K - $220K
|
126K
$8.06M
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-3.6K- 11.92% |
$187K - $219K
|
26.6K
$1.71M
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-3.53K- 10.76% |
$183K - $215K
|
29.3K
$1.88M
|
|
May 01, 2025
Q1 2025
|
Ma Private Wealth
|
SELL
|
- |
-3.52K- 0.9% |
$182K - $214K
|
389K
$24.9M
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-3.51K- 9.73% |
$182K - $213K
|
32.6K
$2.09M
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-3.47K- 18.59% |
$180K - $211K
|
15.2K
$975K
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
SELL
|
- |
-3.28K- 9.18% |
$170K - $199K
|
32.4K
$2.08M
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-3.23K- 2.06% |
$168K - $196K
|
154K
$9.88M
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-3.17K- 35.63% |
$164K - $192K
|
5.72K
$367K
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.07K- 9.14% |
$159K - $186K
|
30.5K
$1.96M
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-3.07K- 65.35% |
$159K - $186K
|
1.63K
$104K
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-3K- 3.08% |
$155K - $182K
|
94.1K
$6.04M
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
SELL
|
- |
-2.86K- 38.94% |
$148K - $173K
|
4.48K
$287K
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.76K- 0.73% |
$143K - $168K
|
377K
$24.2M
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-2.72K- 12.94% |
$141K - $165K
|
18.3K
$1.18M
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-2.69K- 1.59% |
$140K - $163K
|
167K
$10.7M
|