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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2025
Q3 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-1.68K- 3.95% |
$105K - $115K
|
40.8K
$2.87M
|
|
|
Nov 05, 2025
Q3 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
204New |
$12.8K - $14K
|
204
$14.3K
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
18.8K+ 1.48% |
$1.18M - $1.29M
|
1.29M
$90.5M
|
|
|
Nov 05, 2025
Q3 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-7.46K- 13.36% |
$468K - $510K
|
48.4K
$3.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
464+ 0.96% |
$29.1K - $31.7K
|
48.8K
$3.43M
|
|
|
Nov 05, 2025
Q3 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-1.14K- 4.93% |
$71.3K - $77.7K
|
21.9K
$1.54M
|
|
|
Nov 05, 2025
Q3 2025
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-6.48K- 12.25% |
$407K - $444K
|
46.4K
$3.26M
|
|
|
Nov 05, 2025
Q3 2025
|
Collier Financial
Denver, CO |
SELL
|
- |
-342- 37.5% |
$21.5K - $23.4K
|
570
$40K
|
|
|
Nov 05, 2025
Q3 2025
|
Ma Private Wealth
|
BUY
|
- |
7.66K+ 1.95% |
$481K - $524K
|
402K
$28.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
3.95K+ 33.34% |
$248K - $270K
|
15.8K
$1.11M
|
|
|
Nov 05, 2025
Q3 2025
|
One Advisory Partners, LLC
|
SELL
|
- |
-32.7K- 12.28% |
$2.06M - $2.24M
|
234K
$16.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Lantz Financial LLC
|
SELL
|
- |
-7.17K- 7.26% |
$450K - $491K
|
91.7K
$6.44M
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-177- 0.82% |
$11.1K - $12.1K
|
21.5K
$1.51M
|
|
|
Nov 05, 2025
Q3 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.03K- 3.14% |
$64.8K - $70.6K
|
31.8K
$2.23M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-14.2K- 19.86% |
$893K - $973K
|
57.4K
$4.03M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.23K- 4.82% |
$77.3K - $84.2K
|
24.3K
$1.71M
|
|
|
Nov 05, 2025
Q3 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
150+ 0.52% |
$9.42K - $10.3K
|
28.9K
$2.03M
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-6.5K- 8.33% |
$408K - $445K
|
71.5K
$5.02M
|
|
|
Nov 05, 2025
Q3 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-2.24K- 8.9% |
$141K - $153K
|
22.9K
$1.61M
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-114- 1.94% |
$7.16K - $7.8K
|
5.77K
$406K
|
|
|
Nov 04, 2025
Q3 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.02K+ 268.78% |
$63.8K - $69.5K
|
1.39K
$97.9K
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
SELL
|
- |
-1.98K- 7.29% |
$125K - $136K
|
25.2K
$1.77M
|
|
|
Nov 04, 2025
Q3 2025
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-58.3K- 74.2% |
$3.66M - $3.99M
|
20.3K
$1.42M
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-6.19K- 18.67% |
$389K - $424K
|
27K
$1.89M
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
4.35K+ 123.48% |
$273K - $298K
|
7.88K
$554K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.23M+ 5094.0% |
$77.1M - $84.1M
|
1.25M
$88M
|
|
|
Nov 04, 2025
Q3 2025
|
Financial Services Advisory Inc
|
BUY
|
- |
3.08KNew |
$193K - $211K
|
3.08K
$216K
|
|
|
Nov 04, 2025
Q3 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
67New |
$4.21K - $4.58K
|
67
$4.71K
|
|
|
Nov 04, 2025
Q3 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-14.5K- 4.93% |
$913K - $995K
|
281K
$19.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-13.9K- 8.75% |
$874K - $952K
|
145K
$10.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-63- 58.88% |
$3.96K - $4.31K
|
44
$3.09K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.75K+ 4.67% |
$235K - $256K
|
84K
$5.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-848- 13.08% |
$53.2K - $58K
|
5.63K
$396K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
72+ 1.17% |
$4.52K - $4.93K
|
6.23K
$438K
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
14.3K+ 40.89% |
$895K - $976K
|
49.1K
$3.45M
|
|
|
Nov 04, 2025
Q3 2025
|
Essex Savings Bank
|
SELL
|
- |
-65- 0.75% |
$4.08K - $4.45K
|
8.63K
$607K
|
|
|
Nov 04, 2025
Q3 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
181+ 6.71% |
$11.4K - $12.4K
|
2.88K
$202K
|
|
|
Nov 04, 2025
Q3 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-3.75K- 3.22% |
$235K - $256K
|
113K
$7.92M
|
|
|
Nov 04, 2025
Q3 2025
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
1.62K+ 7.68% |
$102K - $111K
|
22.7K
$1.59M
|
|
|
Nov 04, 2025
Q3 2025
|
A4 Wealth Advisors LLC
Huntersville, NC |
BUY
|
- |
30.9KNew |
$1.94M - $2.12M
|
30.9K
$2.17M
|
|
|
Nov 04, 2025
Q3 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
26+ 0.19% |
$1.63K - $1.78K
|
13.4K
$939K
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
BUY
|
- |
144+ 9.02% |
$9.04K - $9.85K
|
1.74K
$122K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.56M- 18.47% |
$97.7M - $106M
|
6.87M
$483M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
93+ 0.9% |
$5.84K - $6.36K
|
10.5K
$735K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
397+ 257.79% |
$24.9K - $27.2K
|
551
$38.7K
|
|
|
Nov 04, 2025
Q3 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-11K- 20.97% |
$692K - $754K
|
41.5K
$2.92M
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
470New |
$29.5K - $32.2K
|
470
$33K
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-7.36K- 22.46% |
$462K - $503K
|
25.4K
$1.78M
|
|
|
Nov 04, 2025
Q3 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-160- 0.15% |
$10K - $10.9K
|
105K
$7.37M
|
|
|
Nov 04, 2025
Q3 2025
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
8.23KNew |
$517K - $563K
|
8.23K
$578K
|
|