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 |
|---|---|---|---|---|---|---|---|
|
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
|
Cva Family Office, LLC
|
SELL
|
- |
-1- 0.26% |
$62.8 - $68.4
|
384
$27K
|
|
|
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
|
|
|
Oct 30, 2025
Q3 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
8+ 80.0% |
$502 - $547
|
18
$1.26K
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-11.2K- 6.68% |
$703K - $766K
|
156K
$11M
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-4.26K- 1.72% |
$267K - $291K
|
243K
$17.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
3.41K+ 3.2% |
$214K - $234K
|
110K
$7.72M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-12.4K- 15.94% |
$780K - $850K
|
65.5K
$4.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
560+ 11.83% |
$35.2K - $38.3K
|
5.29K
$372K
|
|
|
Oct 30, 2025
Q3 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-345- 4.79% |
$21.7K - $23.6K
|
6.87K
$482K
|
|
|
Oct 30, 2025
Q3 2025
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
4.56KNew |
$287K - $312K
|
4.56K
$321K
|
|
|
Oct 30, 2025
Q3 2025
|
Univest Financial Corp
|
SELL
|
- |
-50- 0.19% |
$3.14K - $3.42K
|
25.9K
$1.82M
|
|
|
Oct 30, 2025
Q3 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
14K+ 20.21% |
$880K - $959K
|
83.4K
$5.86M
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
616New |
$38.7K - $42.1K
|
616
$43.3K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.14M- 12.78% |
$71.9M - $78.3M
|
7.81M
$549M
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-587- 2.97% |
$36.9K - $40.2K
|
19.2K
$1.35M
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
30+ 0.02% |
$1.88K - $2.05K
|
184K
$12.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.33K- 1.46% |
$83.4K - $90.9K
|
89.4K
$6.28M
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-2.45K- 8.81% |
$154K - $168K
|
25.4K
$1.78M
|
|
|
Oct 29, 2025
Q3 2025
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
3.16KNew |
$199K - $216K
|
3.16K
$222K
|
|
|
Oct 29, 2025
Q3 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
40.2K+ 57.14% |
$2.53M - $2.75M
|
111K
$7.77M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
260+ 0.1% |
$16.3K - $17.8K
|
272K
$19.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Gate Pass Capital, LLC
Independence, OH |
BUY
|
- |
1.23K+ 14.27% |
$77.4K - $84.3K
|
9.86K
$693K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
37+ 36.27% |
$2.32K - $2.53K
|
139
$9.77K
|
|
|
Oct 29, 2025
Q3 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-13.1K- 20.16% |
$822K - $896K
|
51.8K
$3.64M
|
|
|
Oct 29, 2025
Q3 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-182- 2.95% |
$11.4K - $12.5K
|
5.98K
$420K
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
SELL
|
- |
-1.94K- 1.82% |
$122K - $133K
|
105K
$7.36M
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-5.9K- 25.48% |
$371K - $404K
|
17.3K
$1.21M
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
157+ 261.67% |
$9.86K - $10.7K
|
217
$15.2K
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
872+ 21.79% |
$54.8K - $59.7K
|
4.87K
$342K
|
|
|
Oct 29, 2025
Q3 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
3.75KNew |
$235K - $256K
|
3.75K
$263K
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
22.5K+ 9.8% |
$1.41M - $1.54M
|
252K
$17.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.09K+ 2.62% |
$131K - $143K
|
81.8K
$5.75M
|
|
|
Oct 29, 2025
Q3 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3.13K+ 30.71% |
$197K - $214K
|
13.3K
$937K
|
|
|
Oct 29, 2025
Q3 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
134+ 0.57% |
$8.41K - $9.17K
|
23.8K
$1.67M
|
|