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 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-225- 3.15% |
$11.8K - $14.5K
|
6.92K
$440K
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-256- 4.19% |
$13.4K - $16.6K
|
5.85K
$372K
|
|
|
Jul 16, 2025
Q2 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-276- 3.69% |
$14.5K - $17.8K
|
7.21K
$459K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-280- 3.12% |
$14.7K - $18.1K
|
8.7K
$553K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-356- 35.67% |
$18.7K - $23K
|
642
$40.8K
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-374- 5.28% |
$19.6K - $24.2K
|
6.72K
$427K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-391- 8.72% |
$20.5K - $25.3K
|
4.09K
$260K
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-442- 0.62% |
$23.2K - $28.6K
|
70.9K
$4.51M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-461- 1.58% |
$24.2K - $29.8K
|
28.7K
$1.83M
|
|
|
Jul 15, 2025
Q2 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-463- 2.11% |
$24.3K - $29.9K
|
21.5K
$1.37M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-481- 9.79% |
$25.2K - $31.1K
|
4.43K
$282K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-653- 58.78% |
$34.2K - $42.2K
|
458
$29.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-705- 3.1% |
$36.9K - $45.6K
|
22.1K
$1.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-733- 16.45% |
$38.4K - $47.4K
|
3.72K
$237K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-917- 69.95% |
$48.1K - $59.3K
|
394
$25.1K
|
|
|
Jul 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-951- 6.27% |
$49.8K - $61.5K
|
14.2K
$904K
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-1.12K- 1.37% |
$58.5K - $72.1K
|
80.5K
$5.12M
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.27K- 27.25% |
$66.8K - $82.4K
|
3.4K
$216K
|
|
|
Jul 18, 2025
Q2 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-1.42K- 6.11% |
$74.3K - $91.7K
|
21.8K
$1.38M
|
|
|
Jul 09, 2025
Q2 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-1.58K- 11.38% |
$82.8K - $102K
|
12.3K
$783K
|
|
|
Jul 16, 2025
Q2 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
SELL
|
- |
-1.6K- 4.44% |
$83.8K - $103K
|
34.4K
$2.19M
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-1.8K- 1.04% |
$94.2K - $116K
|
170K
$10.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-1.93K- 3.91% |
$101K - $125K
|
47.4K
$3.01M
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-1.97K- 8.51% |
$103K - $128K
|
21.2K
$1.35M
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-2.24K- 1.51% |
$117K - $145K
|
145K
$9.25M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-2.37K- 25.11% |
$124K - $153K
|
7.06K
$449K
|
|
|
Jul 16, 2025
Q2 2025
|
Squire Investment Management Company, LLC
Orem, UT |
SELL
|
- |
-2.58K- 27.37% |
$135K - $167K
|
6.84K
$435K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-2.65K- 6.0% |
$139K - $171K
|
41.5K
$2.64M
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-2.74K- 6.21% |
$144K - $177K
|
41.4K
$2.63M
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-3.13K- 6.56% |
$164K - $202K
|
44.6K
$2.83M
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-3.26K- 4.0% |
$171K - $211K
|
78.1K
$4.97M
|
|
|
Jul 11, 2025
Q2 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-3.3K- 7.23% |
$173K - $213K
|
42.3K
$2.69M
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-3.98K- 5.23% |
$208K - $257K
|
72.1K
$4.58M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-4.83K- 4.19% |
$253K - $312K
|
110K
$7.02M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-6.41K- 20.75% |
$336K - $414K
|
24.5K
$1.56M
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-6.59K- 10.57% |
$346K - $426K
|
55.8K
$3.55M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-7.25K- 4.89% |
$380K - $468K
|
141K
$8.97M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-10.2K- 34.75% |
$534K - $659K
|
19.1K
$1.22M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-10.6K- 3.68% |
$555K - $685K
|
277K
$17.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-10.8K- 0.76% |
$565K - $697K
|
1.4M
$89.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
SELL
|
- |
-18.2K- 6.74% |
$956K - $1.18M
|
252K
$16.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-19.2K- 5.97% |
$1.01M - $1.24M
|
303K
$19.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-19.9K- 6.08% |
$1.04M - $1.29M
|
307K
$19.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-36.4K- 8.81% |
$1.91M - $2.35M
|
376K
$23.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-37.4K- 26.65% |
$1.96M - $2.42M
|
103K
$6.55M
|
|
|
Jul 14, 2025
Q2 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-44.9K- 84.15% |
$2.35M - $2.9M
|
8.46K
$538K
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-106K- 37.62% |
$5.56M - $6.86M
|
176K
$11.2M
|