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 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
|
|
|
Oct 31, 2025
Q3 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-86- 0.63% |
$5.4K - $5.88K
|
13.5K
$946K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-28.5K- 13.38% |
$1.79M - $1.95M
|
185K
$13M
|
|
|
Oct 31, 2025
Q3 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-17- 3.9% |
$1.07K - $1.16K
|
419
$29.4K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-6.74K- 10.74% |
$423K - $461K
|
56K
$3.94M
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-379- 0.37% |
$23.8K - $25.9K
|
103K
$7.21M
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-91.5K- 23.14% |
$5.75M - $6.26M
|
304K
$21.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-15.1K- 8.16% |
$946K - $1.03M
|
170K
$11.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-132- 2.18% |
$8.29K - $9.03K
|
5.92K
$416K
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
9.89K+ 32.62% |
$621K - $677K
|
40.2K
$2.82M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
9.89K+ 32.62% |
$621K - $677K
|
40.2K
$2.82M
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-42- 0.46% |
$2.64K - $2.87K
|
9.13K
$642K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-6.14K- 8.79% |
$386K - $420K
|
63.7K
$4.48M
|
|
|
Oct 30, 2025
Q3 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
5.57K+ 11.21% |
$350K - $381K
|
55.3K
$3.88M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-170K- 53.69% |
$10.7M - $11.6M
|
147K
$10.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-8.96K- 2.67% |
$563K - $613K
|
326K
$22.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-17.3K- 14.96% |
$1.09M - $1.18M
|
98.3K
$6.91M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-20.6K- 8.45% |
$1.29M - $1.41M
|
223K
$15.7M
|
|