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 12, 2026
Q4 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-1.91K- 7.92% |
$128K - $136K
|
22.2K
$1.56M
|
|
|
Jan 12, 2026
Q4 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-29K- 35.75% |
$1.93M - $2.06M
|
52.1K
$3.66M
|
|
|
Jan 12, 2026
Q4 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
7.03K+ 153.1% |
$469K - $499K
|
11.6K
$817K
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-59- 11.9% |
$3.94K - $4.19K
|
437
$30.7K
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.04K+ 6.66% |
$69.5K - $74K
|
16.7K
$1.17M
|
|
|
Jan 12, 2026
Q4 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-917- 1.34% |
$61.2K - $65.1K
|
67.4K
$4.73M
|
|
|
Jan 12, 2026
Q4 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
172+ 2.69% |
$11.5K - $12.2K
|
6.58K
$462K
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
SELL
|
- |
-11- 0.1% |
$734 - $781
|
10.8K
$760K
|
|
|
Jan 12, 2026
Q4 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
4.64KNew |
$310K - $329K
|
4.64K
$326K
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
11.3KNew |
$754K - $802K
|
11.3K
$794K
|
|
|
Jan 12, 2026
Q4 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-240- 4.4% |
$16K - $17K
|
5.22K
$367K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
731+ 0.42% |
$48.8K - $51.9K
|
176K
$12.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
20.3KNew |
$1.35M - $1.44M
|
20.3K
$1.43M
|
|
|
Jan 12, 2026
Q4 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
SELL
|
- |
-27.1K- 23.37% |
$1.81M - $1.93M
|
89K
$6.25M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
SELL
|
- |
-470- 1.82% |
$31.4K - $33.4K
|
25.4K
$1.78M
|
|
|
Jan 12, 2026
Q4 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-1.36K- 9.57% |
$90.6K - $96.3K
|
12.8K
$901K
|
|
|
Jan 12, 2026
Q4 2025
|
One Advisory Partners, LLC
|
SELL
|
- |
-30.2K- 12.92% |
$2.02M - $2.14M
|
204K
$14.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
165+ 0.13% |
$11K - $11.7K
|
131K
$9.21M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
126K+ 227.47% |
$8.39M - $8.92M
|
181K
$12.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
8+ 2.08% |
$534 - $568
|
392
$27.5K
|
|
|
Jan 12, 2026
Q4 2025
|
Pur Efi Wealth, LLC
Boston, MA |
SELL
|
- |
-1.46K- 11.02% |
$97.2K - $103K
|
11.8K
$827K
|
|
|
Jan 12, 2026
Q4 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-59.2K- 79.53% |
$3.95M - $4.2M
|
15.2K
$1.07M
|
|
|
Jan 12, 2026
Q4 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-22.1K- 26.68% |
$1.48M - $1.57M
|
60.8K
$4.27M
|
|
|
Jan 12, 2026
Q4 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
4+ 2.52% |
$267 - $284
|
163
$11.5K
|
|
|
Jan 09, 2026
Q4 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
4.65K+ 154.69% |
$310K - $330K
|
7.65K
$538K
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
164+ 142.61% |
$10.9K - $11.6K
|
279
$19.6K
|
|
|
Jan 09, 2026
Q4 2025
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-86- 1.51% |
$5.74K - $6.11K
|
5.62K
$395K
|
|
|
Jan 09, 2026
Q4 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-327- 10.02% |
$21.8K - $23.2K
|
2.94K
$206K
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
716+ 15.0% |
$47.8K - $50.8K
|
5.49K
$386K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3.48K- 9.55% |
$232K - $247K
|
33K
$2.32M
|
|
|
Jan 08, 2026
Q4 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
9.31K+ 3.41% |
$621K - $661K
|
282K
$19.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-27- 0.4% |
$1.8K - $1.92K
|
6.73K
$473K
|
|
|
Jan 08, 2026
Q4 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-2.1K- 10.11% |
$140K - $149K
|
18.7K
$1.31M
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-165- 0.33% |
$11K - $11.7K
|
49.4K
$3.47M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
77+ 1.62% |
$5.14K - $5.47K
|
4.82K
$338K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
32K+ 10.17% |
$2.13M - $2.27M
|
346K
$24.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-3.43K- 4.81% |
$229K - $243K
|
67.8K
$4.77M
|
|
|
Jan 08, 2026
Q4 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-8.47K- 9.34% |
$565K - $601K
|
82.2K
$5.78M
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
3.02KNew |
$202K - $215K
|
3.02K
$212K
|
|
|
Jan 08, 2026
Q4 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.54K+ 30.14% |
$103K - $110K
|
6.66K
$468K
|
|
|
Jan 08, 2026
Q4 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
17K+ 30.83% |
$1.13M - $1.21M
|
72.2K
$5.07M
|
|
|
Jan 08, 2026
Q4 2025
|
Adirondack Trust CO
|
BUY
|
- |
49New |
$3.27K - $3.48K
|
49
$3.44K
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
33.1KNew |
$2.21M - $2.35M
|
33.1K
$2.33M
|
|
|
Jan 08, 2026
Q4 2025
|
Tompkins Financial Corp
|
BUY
|
- |
133+ 20.46% |
$8.88K - $9.44K
|
783
$55K
|
|
|
Jan 08, 2026
Q4 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-648- 1.57% |
$43.2K - $46K
|
40.7K
$2.86M
|
|
|
Jan 08, 2026
Q4 2025
|
Brave Asset Management Inc
|
BUY
|
- |
26.1K+ 3.75% |
$1.74M - $1.86M
|
723K
$50.8M
|
|
|
Jan 08, 2026
Q4 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-2.54K- 3.26% |
$169K - $180K
|
75.4K
$5.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
21.5K+ 5.47% |
$1.44M - $1.53M
|
415K
$29.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Montecito Bank & Trust
|
BUY
|
- |
1.06K+ 1.13% |
$70.4K - $74.9K
|
94K
$6.61M
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
729+ 2.53% |
$48.6K - $51.8K
|
29.6K
$2.08M
|
|