Purchases and Sales Made in Q2 2025 in Msci Eafe Value ETF (EFV)
This table provides information about the institutional ownership of Msci Eafe Value ETF (EFV) during Q2 2025. The information is specifically focused on institutions that hold shares of MSCI EAFE VALUE ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.19M+ 43.64% |
$115M - $142M
|
7.22M
$459M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
902K+ 36.94% |
$47.3M - $58.3M
|
3.34M
$213M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
292K+ 41.65% |
$15.3M - $18.9M
|
993K
$63.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Brave Asset Management Inc
|
BUY
|
- |
207K+ 43.91% |
$10.9M - $13.4M
|
679K
$43.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
196K+ 58.4% |
$10.3M - $12.7M
|
531K
$33.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
137K+ 55.52% |
$7.18M - $8.86M
|
384K
$24.4M
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
102K+ 40.75% |
$5.36M - $6.61M
|
353K
$22.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
102K+ 47.1% |
$5.35M - $6.61M
|
319K
$20.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
98.8K+ 42.0% |
$5.18M - $6.39M
|
334K
$21.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
70K+ 16.32% |
$3.67M - $4.53M
|
499K
$31.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
59.4K+ 47.41% |
$3.11M - $3.84M
|
185K
$11.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
49.5K+ 40.28% |
$2.59M - $3.2M
|
172K
$11M
|
|
|
Jul 14, 2025
Q2 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
47.7K+ 41.66% |
$2.5M - $3.08M
|
162K
$10.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
44.3K+ 41.14% |
$2.32M - $2.87M
|
152K
$9.68M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
41.5K+ 62.26% |
$2.18M - $2.68M
|
108K
$6.88M
|
|
|
Jul 18, 2025
Q2 2025
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
39.9K+ 103.08% |
$2.09M - $2.58M
|
78.6K
$5M
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
31.5K+ 46.73% |
$1.65M - $2.04M
|
98.8K
$6.29M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
31.1K+ 103.44% |
$1.63M - $2.01M
|
61.2K
$3.89M
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
27.2K+ 69.76% |
$1.43M - $1.76M
|
66.2K
$4.21M
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
23.7K+ 39.93% |
$1.24M - $1.53M
|
82.9K
$5.27M
|
|
|
Jul 01, 2025
Q2 2025
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
22.7K+ 60.19% |
$1.19M - $1.47M
|
60.5K
$3.84M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
20.5K+ 36.25% |
$1.08M - $1.33M
|
77.2K
$4.91M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
19.7K+ 439.36% |
$1.03M - $1.27M
|
24.1K
$1.53M
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
19K+ 41.95% |
$998K - $1.23M
|
64.5K
$4.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
16.5K+ 180.11% |
$866K - $1.07M
|
25.7K
$1.63M
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
12.5K+ 3.59% |
$655K - $809K
|
361K
$23M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
12K+ 57.7% |
$628K - $775K
|
32.7K
$2.08M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
11.4K+ 16.39% |
$598K - $738K
|
81K
$5.15M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
10.9KNew |
$573K - $707K
|
10.9K
$696K
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
10.9K+ 60.03% |
$570K - $703K
|
29K
$1.84M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
10.2K+ 17.99% |
$537K - $662K
|
67.2K
$4.27M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
10.1K+ 13.04% |
$527K - $650K
|
87.1K
$5.54M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
9.72K+ 46.35% |
$510K - $629K
|
30.7K
$1.95M
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
9.24K+ 2.84% |
$484K - $598K
|
335K
$21.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
9.13K+ 67.16% |
$479K - $590K
|
22.7K
$1.45M
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
8.83K+ 7.84% |
$463K - $571K
|
121K
$7.72M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
7.92K+ 46.67% |
$415K - $512K
|
24.9K
$1.58M
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
7.77K+ 68.56% |
$407K - $502K
|
19.1K
$1.21M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
7.67K+ 30.5% |
$402K - $496K
|
32.8K
$2.09M
|
|
|
Jul 17, 2025
Q2 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
7.51K+ 18.71% |
$394K - $486K
|
47.7K
$3.03M
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
7.5K+ 6.27% |
$393K - $485K
|
127K
$8.08M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
6.92KNew |
$362K - $447K
|
6.92K
$440K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.57K+ 18.57% |
$344K - $425K
|
41.9K
$2.67M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
6.44K+ 128.7% |
$337K - $416K
|
11.4K
$728K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
5.99K+ 62.06% |
$314K - $387K
|
15.6K
$995K
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
5.89KNew |
$308K - $381K
|
5.89K
$374K
|
|
|
Jul 18, 2025
Q2 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
5.88KNew |
$308K - $380K
|
5.88K
$374K
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
5.85KNew |
$307K - $378K
|
5.85K
$372K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
5.13KNew |
$269K - $332K
|
5.13K
$326K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4.84K+ 28.81% |
$254K - $313K
|
21.7K
$1.38M
|