Latest Institutional Transactions on Msci Eafe Value ETF (EFV)
This table provides information on the latest institutional transactions involving Msci Eafe Value ETF (EFV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
1.55K+ 7.66% |
$104K - $110K
|
21.8K
$1.53M
|
|
|
Jan 16, 2026
Q4 2025
|
Aspire Private Capital, LLC
|
SELL
|
- |
-5.97K- 23.13% |
$398K - $424K
|
19.8K
$1.39M
|
|
|
Jan 16, 2026
Q4 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
100+ 12.64% |
$6.67K - $7.1K
|
891
$62.6K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-46K- 19.57% |
$3.07M - $3.27M
|
189K
$13.3M
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
BUY
|
- |
465+ 97.08% |
$31K - $33K
|
944
$66.3K
|
|
|
Jan 16, 2026
Q4 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-4.67K- 21.59% |
$311K - $331K
|
16.9K
$1.19M
|
|
|
Jan 16, 2026
Q4 2025
|
Dorato Capital Management
Denver, CO |
BUY
|
- |
792New |
$52.9K - $56.2K
|
792
$55.6K
|
|
|
Jan 16, 2026
Q4 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.11K- 3.47% |
$73.7K - $78.4K
|
30.7K
$2.16M
|
|
|
Jan 16, 2026
Q4 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8.07K- 6.39% |
$538K - $573K
|
118K
$8.31M
|
|
|
Jan 16, 2026
Q4 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
SELL
|
- |
-6.27K- 12.3% |
$419K - $445K
|
44.7K
$3.14M
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-270- 53.47% |
$18K - $19.2K
|
235
$16.5K
|
|
|
Jan 16, 2026
Q4 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-62- 1.13% |
$4.14K - $4.4K
|
5.43K
$382K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-16.9K- 4.63% |
$1.13M - $1.2M
|
348K
$24.4M
|
|
|
Jan 16, 2026
Q4 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
52+ 1.13% |
$3.47K - $3.69K
|
4.64K
$326K
|
|
|
Jan 15, 2026
Q4 2025
|
Rockland Trust CO
|
BUY
|
- |
1.62K+ 2.09% |
$108K - $115K
|
79.2K
$5.57M
|
|
|
Jan 15, 2026
Q4 2025
|
Cassilly Financial Group LLC
Severna Park, MD |
BUY
|
- |
25.7KNew |
$1.71M - $1.82M
|
25.7K
$1.81M
|
|
|
Jan 15, 2026
Q4 2025
|
Polaris Investment Advisors, LLC
Framingham, MA |
BUY
|
- |
91.5KNew |
$6.11M - $6.5M
|
91.5K
$6.43M
|
|
|
Jan 15, 2026
Q4 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
373+ 0.49% |
$24.9K - $26.5K
|
76.8K
$5.39M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-16.7K- 8.21% |
$1.11M - $1.18M
|
187K
$13.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-150- 0.04% |
$10K - $10.6K
|
421K
$29.6M
|
|
|
Jan 15, 2026
Q4 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
146+ 1.23% |
$9.74K - $10.4K
|
12.1K
$847K
|
|
|
Jan 15, 2026
Q4 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
5.33K+ 3.75% |
$355K - $378K
|
147K
$10.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-1.74K- 7.59% |
$116K - $124K
|
21.2K
$1.49M
|
|
|
Jan 15, 2026
Q4 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
6.04KNew |
$403K - $429K
|
6.04K
$424K
|
|
|
Jan 15, 2026
Q4 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-873- 23.31% |
$58.3K - $62K
|
2.87K
$202K
|
|
|
Jan 15, 2026
Q4 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
32+ 0.82% |
$2.14K - $2.27K
|
3.94K
$277K
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
105K+ 641.77% |
$7.02M - $7.46M
|
122K
$8.54M
|
|
|
Jan 15, 2026
Q4 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
1.72K+ 1.52% |
$115K - $122K
|
115K
$8.06M
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
481New |
$32.1K - $34.1K
|
481
$33.8K
|
|
|
Jan 15, 2026
Q4 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-3.88K- 6.46% |
$259K - $276K
|
56.2K
$3.95M
|
|
|
Jan 15, 2026
Q4 2025
|
Powerhouse Assets LLC
Lincoln, MA |
BUY
|
- |
18.6KNew |
$1.24M - $1.32M
|
18.6K
$1.31M
|
|
|
Jan 15, 2026
Q4 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-2.05K- 1.42% |
$137K - $145K
|
142K
$9.98M
|
|
|
Jan 15, 2026
Q4 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-410- 7.77% |
$27.4K - $29.1K
|
4.87K
$342K
|
|
|
Jan 15, 2026
Q4 2025
|
Claris Advisors, LLC
|
BUY
|
- |
88+ 1.13% |
$5.87K - $6.25K
|
7.85K
$552K
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
57.5K+ 3.07% |
$3.84M - $4.08M
|
1.93M
$136M
|
|
|
Jan 14, 2026
Q4 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
4.34K+ 25.38% |
$290K - $308K
|
21.5K
$1.51M
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
71+ 0.63% |
$4.74K - $5.04K
|
11.3K
$792K
|
|
|
Jan 14, 2026
Q4 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-15.3K- 13.25% |
$1.02M - $1.08M
|
99.9K
$7.02M
|
|
|
Jan 14, 2026
Q4 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-3.07K- 36.91% |
$205K - $218K
|
5.25K
$369K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
8.23K+ 6.31% |
$549K - $584K
|
139K
$9.75M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-19- 27.54% |
$1.27K - $1.35K
|
50
$3.51K
|
|
|
Jan 14, 2026
Q4 2025
|
Weil Company, Inc.
|
SELL
|
- |
-994- 3.5% |
$66.3K - $70.6K
|
27.4K
$1.92M
|
|
|
Jan 14, 2026
Q4 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-366- 5.09% |
$24.4K - $26K
|
6.82K
$479K
|
|
|
Jan 14, 2026
Q4 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
5.6K+ 2.81% |
$374K - $397K
|
205K
$14.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-9.67K- 3.82% |
$646K - $687K
|
244K
$17.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
7+ 0.07% |
$467 - $497
|
10.2K
$715K
|
|
|
Jan 14, 2026
Q4 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-8.29K- 10.41% |
$553K - $588K
|
71.3K
$5.01M
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
SELL
|
- |
-55- 20.22% |
$3.67K - $3.9K
|
217
$15.2K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
580+ 0.47% |
$38.7K - $41.2K
|
124K
$8.69M
|
|
|
Jan 14, 2026
Q4 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-282- 8.43% |
$18.8K - $20K
|
3.06K
$215K
|
|