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 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-99.2K- 25.83% |
$6.23M - $6.79M
|
285K
$20M
|
|
|
Nov 04, 2025
Q3 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
5.05K+ 1.61% |
$317K - $345K
|
319K
$22.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-924- 1.95% |
$58K - $63.2K
|
46.5K
$3.26M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
58.8K+ 3880.54% |
$3.69M - $4.03M
|
60.3K
$4.24M
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-160- 0.85% |
$10K - $10.9K
|
18.7K
$1.31M
|
|
|
Nov 04, 2025
Q3 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
420+ 0.68% |
$26.4K - $28.7K
|
62K
$4.36M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
145K+ 143.87% |
$9.09M - $9.91M
|
245K
$17.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
79.1K+ 6.32% |
$4.97M - $5.41M
|
1.33M
$93.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
75+ 37.88% |
$4.71K - $5.13K
|
273
$19.2K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
13.2K+ 49.52% |
$831K - $906K
|
40K
$2.81M
|
|
|
Nov 04, 2025
Q3 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
5.24K+ 13.49% |
$329K - $358K
|
44.1K
$3.09M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.66M- 13.77% |
$606M - $661M
|
60.5M
$4.25B
|
|
|
Nov 04, 2025
Q3 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
212+ 0.08% |
$13.3K - $14.5K
|
277K
$19.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-3.24K- 77.67% |
$204K - $222K
|
932
$65.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-3.47K- 5.46% |
$218K - $238K
|
60.1K
$4.22M
|
|
|
Nov 03, 2025
Q3 2025
|
Investment Advisory Group, LLC
|
SELL
|
- |
-50- 0.93% |
$3.14K - $3.42K
|
5.33K
$375K
|
|
|
Nov 03, 2025
Q3 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-56.2K- 15.92% |
$3.53M - $3.84M
|
297K
$20.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-99- 0.1% |
$6.22K - $6.77K
|
94.7K
$6.65M
|
|
|
Nov 03, 2025
Q3 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-245- 3.92% |
$15.4K - $16.8K
|
6K
$422K
|
|
|
Nov 03, 2025
Q3 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-4- 0.01% |
$251 - $274
|
63.3K
$4.45M
|
|
|
Nov 03, 2025
Q3 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-3.32K- 4.0% |
$208K - $227K
|
79.6K
$5.59M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
348K+ 35.03% |
$21.8M - $23.8M
|
1.34M
$94.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
29+ 0.15% |
$1.82K - $1.98K
|
19.1K
$1.34M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-159- 1.66% |
$9.98K - $10.9K
|
9.4K
$661K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
8.41K+ 20.76% |
$528K - $576K
|
48.9K
$3.44M
|
|
|
Nov 03, 2025
Q3 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-3.7K- 15.8% |
$232K - $253K
|
19.7K
$1.39M
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-43- 0.26% |
$2.7K - $2.94K
|
16.4K
$1.15M
|
|
|
Nov 03, 2025
Q3 2025
|
Addison Capital CO
|
BUY
|
- |
10K+ 28.26% |
$629K - $686K
|
45.5K
$3.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
9.85K+ 63.9% |
$618K - $674K
|
25.3K
$1.77M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-32.6K- 3.04% |
$2.05M - $2.23M
|
1.04M
$73.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
93+ 8.17% |
$5.84K - $6.36K
|
1.23K
$86.5K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
57.5K+ 2.85% |
$3.61M - $3.93M
|
2.08M
$146M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
442+ 1.76% |
$27.8K - $30.2K
|
25.5K
$1.79M
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
23New |
$1.44K - $1.57K
|
23
$1.62K
|
|
|
Nov 03, 2025
Q3 2025
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-720- 8.34% |
$45.2K - $49.3K
|
7.91K
$556K
|
|
|
Nov 03, 2025
Q3 2025
|
Financial Life Advisors
|
BUY
|
- |
8.39K+ 3.63% |
$526K - $574K
|
239K
$16.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-2.34K- 3.3% |
$147K - $160K
|
68.7K
$4.82M
|
|
|
Nov 03, 2025
Q3 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-3.75K- 27.63% |
$235K - $256K
|
9.81K
$689K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-77- 0.91% |
$4.83K - $5.27K
|
8.37K
$588K
|
|
|
Nov 03, 2025
Q3 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
153+ 1.75% |
$9.61K - $10.5K
|
8.89K
$624K
|
|
|
Nov 03, 2025
Q3 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-95- 6.8% |
$5.97K - $6.5K
|
1.3K
$91.5K
|
|
|
Nov 03, 2025
Q3 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-3.52K- 52.55% |
$221K - $241K
|
3.18K
$223K
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-7.94K- 18.08% |
$498K - $543K
|
36K
$2.53M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-67.8K- 3.75% |
$4.26M - $4.64M
|
1.74M
$122M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
7.11KNew |
$446K - $486K
|
7.11K
$499K
|
|
|
Oct 31, 2025
Q3 2025
|
Bam Wealth Management, LLC
Lakewood, CO |
BUY
|
- |
8.67KNew |
$545K - $593K
|
8.67K
$609K
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
5.77KNew |
$362K - $395K
|
5.77K
$405K
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-26.8K- 9.45% |
$1.68M - $1.83M
|
256K
$18M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
BUY
|
- |
450+ 0.93% |
$28.3K - $30.8K
|
48.7K
$3.42M
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
17.3K+ 15.9% |
$1.08M - $1.18M
|
126K
$8.84M
|
|