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 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
438+ 8.66% |
$23K - $28.3K
|
5.49K
$349K
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
419+ 7.91% |
$22K - $27.1K
|
5.72K
$364K
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
392New |
$20.5K - $25.3K
|
392
$24.9K
|
|
|
Jul 08, 2025
Q2 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
375+ 0.44% |
$19.7K - $24.2K
|
85.2K
$5.42M
|
|
|
Jul 11, 2025
Q2 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
360+ 2.44% |
$18.9K - $23.3K
|
15.1K
$963K
|
|
|
Jul 17, 2025
Q2 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
347+ 2.08% |
$18.2K - $22.4K
|
17K
$1.08M
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
347+ 9.87% |
$18.2K - $22.4K
|
3.86K
$246K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
302+ 7.47% |
$15.8K - $19.5K
|
4.34K
$276K
|
|
|
Jul 16, 2025
Q2 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
299+ 3.26% |
$15.7K - $19.3K
|
9.47K
$602K
|
|
|
Jul 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
225+ 0.92% |
$11.8K - $14.5K
|
24.7K
$1.57M
|
|
|
Jul 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
193+ 2.52% |
$10.1K - $12.5K
|
7.87K
$500K
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
BUY
|
- |
166+ 2.18% |
$8.7K - $10.7K
|
7.77K
$494K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
162+ 2.79% |
$8.49K - $10.5K
|
5.97K
$379K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
111+ 0.82% |
$5.82K - $7.18K
|
13.7K
$869K
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
108+ 1.34% |
$5.66K - $6.98K
|
8.16K
$519K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
105+ 1.77% |
$5.5K - $6.79K
|
6.03K
$384K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
97+ 2.18% |
$5.08K - $6.27K
|
4.54K
$289K
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
65+ 1.17% |
$3.41K - $4.2K
|
5.63K
$358K
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
63+ 8.65% |
$3.3K - $4.07K
|
791
$50.3K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
58+ 2.02% |
$3.04K - $3.75K
|
2.93K
$186K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
53+ 6.02% |
$2.78K - $3.43K
|
934
$59.4K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
44New |
$2.31K - $2.84K
|
44
$2.8K
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
BUY
|
- |
44New |
$2.31K - $2.84K
|
44
$2.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
41+ 10.07% |
$2.15K - $2.65K
|
448
$28.5K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
35New |
$1.83K - $2.26K
|
35
$2.23K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
26+ 0.26% |
$1.36K - $1.68K
|
10K
$636K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
26+ 4.25% |
$1.36K - $1.68K
|
638
$40.6K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
11+ 0.14% |
$576 - $711
|
7.74K
$492K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
7New |
$367 - $453
|
7
$445
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
5+ 0.07% |
$262 - $323
|
6.69K
$425K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1+ 0.02% |
$52.4 - $64.7
|
5.19K
$330K
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1+ 2.44% |
$52.4 - $64.7
|
42
$2.67K
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 4.76% |
$52.4 - $64.7
|
22
$1.4K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-6- 0.07% |
$314 - $388
|
8.01K
$509K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-11- 0.54% |
$576 - $711
|
2.04K
$130K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-12- 2.85% |
$629 - $776
|
409
$26K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-28- 1.35% |
$1.47K - $1.81K
|
2.04K
$130K
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-29- 0.22% |
$1.52K - $1.87K
|
12.9K
$821K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-31- 22.46% |
$1.62K - $2K
|
107
$6.81K
|
|
|
Jul 17, 2025
Q2 2025
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-33- 0.57% |
$1.73K - $2.13K
|
5.71K
$363K
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-40- 0.64% |
$2.1K - $2.59K
|
6.25K
$397K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-55- 1.2% |
$2.88K - $3.56K
|
4.52K
$287K
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-79- 0.36% |
$4.14K - $5.11K
|
22.1K
$1.41M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-100- 0.85% |
$5.24K - $6.47K
|
11.6K
$739K
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
SELL
|
- |
-113- 0.1% |
$5.92K - $7.31K
|
114K
$7.22M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-122- 1.66% |
$6.39K - $7.89K
|
7.25K
$461K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-147- 3.48% |
$7.7K - $9.5K
|
4.08K
$259K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
SELL
|
- |
-195- 1.66% |
$10.2K - $12.6K
|
11.5K
$733K
|
|
|
Jul 07, 2025
Q2 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-198- 3.22% |
$10.4K - $12.8K
|
5.96K
$379K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-222- 3.29% |
$11.6K - $14.4K
|
6.53K
$415K
|