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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-156K- 17.32% |
$7.28M - $8.17M
|
746K
$42.8M
|
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-144KClosed |
$6.71M - $7.53M
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-25.6K- 17.42% |
$1.19M - $1.34M
|
121K
$6.95M
|
|
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
SELL
|
- |
-16.5KClosed |
$769K - $863K
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-11.8K- 67.23% |
$550K - $617K
|
5.76K
$330K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-7.87K- 14.51% |
$367K - $411K
|
46.4K
$2.66M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-5.79K- 7.41% |
$270K - $302K
|
72.3K
$4.14M
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-4.8K- 3.93% |
$224K - $251K
|
117K
$6.72M
|
|
|
Feb 12, 2024
Q4 2023
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-4.24K- 7.88% |
$197K - $222K
|
49.6K
$2.84M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.85K- 7.12% |
$133K - $149K
|
37.2K
$2.13M
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-2.81K- 33.0% |
$131K - $147K
|
5.71K
$327K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.91K- 8.22% |
$88.8K - $99.6K
|
21.3K
$1.22M
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.84K- 24.15% |
$85.9K - $96.3K
|
5.79K
$332K
|
|
|
Jan 17, 2024
Q4 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-1.8K- 6.22% |
$83.7K - $93.9K
|
27.1K
$1.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-1.47K- 91.7% |
$68.5K - $76.8K
|
133
$7.62K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
SELL
|
- |
-1.33K- 78.08% |
$62K - $69.6K
|
374
$21.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Biechele Royce Advisors
|
SELL
|
- |
-840- 16.26% |
$39.1K - $43.9K
|
4.33K
$248K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-772- 75.24% |
$36K - $40.3K
|
254
$14.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-760- 9.25% |
$35.4K - $39.7K
|
7.46K
$427K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-626- 6.46% |
$29.2K - $32.7K
|
9.06K
$519K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-195- 0.32% |
$9.08K - $10.2K
|
60.2K
$3.45M
|
|
|
Jan 19, 2024
Q4 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-94- 0.77% |
$4.38K - $4.91K
|
12.1K
$693K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-75- 14.15% |
$3.49K - $3.92K
|
455
$26.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-57- 9.42% |
$2.65K - $2.98K
|
548
$31.4K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-50- 66.67% |
$2.33K - $2.61K
|
25
$1.43K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-32- 61.54% |
$1.49K - $1.67K
|
20
$1.15K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-244KClosed |
$11.6M - $12.5M
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-26.4K- 48.02% |
$1.26M - $1.35M
|
28.5K
$1.64M
|
|
|
Dec 19, 2024
Q3 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-4.29KClosed |
$205K - $219K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-3.19K- 42.08% |
$152K - $163K
|
4.39K
$252K
|
|
|
Nov 14, 2023
Q3 2023
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-2.46K- 9.37% |
$117K - $125K
|
23.8K
$1.36M
|
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-723- 94.39% |
$34.5K - $36.9K
|
43
$2.46K
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
SELL
|
- |
-721- 16.0% |
$34.4K - $36.8K
|
3.79K
$217K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-380- 16.07% |
$18.1K - $19.4K
|
1.99K
$114K
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-288- 88.07% |
$13.7K - $14.7K
|
39
$2.24K
|
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-71- 94.67% |
$3.39K - $3.63K
|
4
$229
|
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
SELL
|
- |
-51- 60.71% |
$2.43K - $2.6K
|
33
$1.89K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-19- 0.15% |
$906 - $970
|
12.4K
$713K
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-18- 14.63% |
$859 - $919
|
105
$6.02K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-496K- 45.69% |
$23.6M - $24.9M
|
590K
$33.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-145K- 11.03% |
$6.89M - $7.28M
|
1.17M
$67M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-26.7K- 48.42% |
$1.27M - $1.34M
|
28.4K
$1.63M
|
|
|
Feb 13, 2025
Q2 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-17.6KClosed |
$839K - $885K
|
0
$0
|
|
|
Aug 08, 2023
Q2 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-3.03K- 40.23% |
$144K - $152K
|
4.51K
$258K
|
|
|
Jul 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-2.13K- 31.63% |
$101K - $107K
|
4.6K
$263K
|
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.71K- 8.03% |
$81.2K - $85.7K
|
19.5K
$1.12M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.01K- 0.2% |
$48.1K - $50.7K
|
497K
$28.5M
|
|
|
Jul 11, 2023
Q2 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-1K- 65.57% |
$47.6K - $50.2K
|
525
$30.1K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-918- 1.13% |
$43.7K - $46.1K
|
80.1K
$4.59M
|
|
|
Aug 04, 2023
Q2 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-909- 52.03% |
$43.3K - $45.7K
|
838
$48K
|
|