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 28, 2025
Q2 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
157K+ 89.29% |
$8.22M - $10.1M
|
332K
$23.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
153K+ 35.79% |
$7.99M - $9.86M
|
579K
$40.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
152KNew |
$7.95M - $9.81M
|
152K
$10.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
150K+ 604.03% |
$7.89M - $9.73M
|
175K
$12.3M
|
|
|
Aug 13, 2025
Q2 2025
|
West Wealth Group, LLC
|
BUY
|
- |
141K+ 43.42% |
$7.38M - $9.11M
|
465K
$32.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Keystone Financial Services
|
BUY
|
- |
140K+ 68.66% |
$7.35M - $9.06M
|
344K
$24.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
137K+ 55.52% |
$7.18M - $8.86M
|
384K
$27M
|
|
|
Aug 14, 2025
Q2 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
133K+ 43.53% |
$6.98M - $8.61M
|
439K
$30.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
133K+ 120.85% |
$6.96M - $8.58M
|
243K
$17M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
130K+ 19.48% |
$6.81M - $8.4M
|
797K
$56M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
125K+ 24.65% |
$6.53M - $8.05M
|
630K
$44.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
124KNew |
$6.47M - $7.99M
|
124K
$8.68M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
123K+ 31.02% |
$6.45M - $7.96M
|
520K
$36.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
122K+ 38.99% |
$6.4M - $7.89M
|
435K
$30.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
122K+ 44.61% |
$6.4M - $7.89M
|
396K
$27.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
114K+ 35.84% |
$5.99M - $7.39M
|
433K
$30.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
114K+ 36.1% |
$5.98M - $7.38M
|
431K
$30.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
112K+ 71.41% |
$5.87M - $7.24M
|
269K
$18.9M
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
111K+ 75.92% |
$5.83M - $7.19M
|
258K
$18.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
105K+ 6.12% |
$5.49M - $6.78M
|
1.82M
$128M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
104K+ 61.64% |
$5.45M - $6.72M
|
273K
$19.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
103KNew |
$5.42M - $6.69M
|
103K
$7.27M
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
102K+ 40.75% |
$5.36M - $6.61M
|
353K
$24.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
102K+ 43.68% |
$5.35M - $6.61M
|
336K
$23.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
102K+ 47.1% |
$5.35M - $6.61M
|
319K
$22.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
102K+ 40.93% |
$5.35M - $6.6M
|
352K
$24.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
102K+ 33.45% |
$5.34M - $6.59M
|
407K
$28.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
102K+ 49.49% |
$5.33M - $6.58M
|
307K
$21.6M
|
|
|
Jul 25, 2025
Q2 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
102K+ 61.54% |
$5.32M - $6.56M
|
266K
$18.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
99.6K+ 69.13% |
$5.22M - $6.44M
|
244K
$17.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
99.3K+ 66.31% |
$5.2M - $6.42M
|
249K
$17.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
98.8K+ 42.0% |
$5.18M - $6.39M
|
334K
$23.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
96.9K+ 40.27% |
$5.08M - $6.27M
|
338K
$23.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
95.9K+ 52.08% |
$5.02M - $6.2M
|
280K
$19.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
95.8K+ 51.16% |
$5.02M - $6.2M
|
283K
$19.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
93.2K+ 46.3% |
$4.88M - $6.02M
|
294K
$20.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
92.2K+ 491.55% |
$4.83M - $5.96M
|
111K
$7.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
90.4K+ 79.68% |
$4.74M - $5.85M
|
204K
$14.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
90K+ 35.44% |
$4.72M - $5.82M
|
344K
$24.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
89.4KNew |
$4.68M - $5.78M
|
89.4K
$6.28M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
89.3K+ 335.74% |
$4.68M - $5.77M
|
116K
$8.14M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
87.7K+ 23.9% |
$4.6M - $5.67M
|
455K
$31.9M
|
|
|
Sep 30, 2025
Q2 2025
|
Gilbert Capital Group, Inc.
North Yarmouth, ME |
BUY
|
- |
87.4KNew |
$4.58M - $5.65M
|
87.4K
$6.14M
|
|
|
Aug 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
83.8K+ 39.62% |
$4.39M - $5.42M
|
295K
$20.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
82K+ 3.18% |
$4.3M - $5.3M
|
2.66M
$187M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
79.7K+ 54.35% |
$4.18M - $5.15M
|
226K
$15.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
79.4K+ 63.21% |
$4.16M - $5.14M
|
205K
$14.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
BUY
|
- |
78.4K+ 50.3% |
$4.11M - $5.07M
|
234K
$16.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
76.1K+ 206.7% |
$3.99M - $4.92M
|
113K
$7.93M
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
73.4K+ 51.45% |
$3.85M - $4.74M
|
216K
$15.2M
|
|