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 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-4.31K- 4.58% |
$270K - $295K
|
89.7K
$6.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Montis Financial, LLC
|
BUY
|
- |
7.62KNew |
$479K - $521K
|
7.62K
$535K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-3.92K- 9.81% |
$246K - $268K
|
36.1K
$2.53M
|
|
|
Oct 28, 2025
Q3 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-756- 17.99% |
$47.5K - $51.7K
|
3.45K
$242K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
5.01KNew |
$315K - $343K
|
5.01K
$352K
|
|
|
Oct 28, 2025
Q3 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
49+ 1.27% |
$3.08K - $3.35K
|
3.91K
$275K
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.24K- 1.41% |
$77.7K - $84.6K
|
86.8K
$6.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-8.47K- 99.2% |
$532K - $580K
|
68
$4.78K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
5.02K+ 43.36% |
$315K - $343K
|
16.6K
$1.16M
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
24K+ 341.28% |
$1.5M - $1.64M
|
31K
$2.18M
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
BUY
|
- |
21.6K+ 26.4% |
$1.36M - $1.48M
|
103K
$7.27M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
219KNew |
$13.8M - $15M
|
219K
$15.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
23.1K+ 33.67% |
$1.45M - $1.58M
|
91.8K
$6.45M
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
BUY
|
- |
4New |
$251 - $274
|
4
$281
|
|
|
Oct 28, 2025
Q3 2025
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-16.8K- 22.21% |
$1.05M - $1.15M
|
58.7K
$4.12M
|
|
|
Oct 28, 2025
Q3 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-38.1K- 2.71% |
$2.39M - $2.6M
|
1.37M
$95.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
13.7K+ 10.78% |
$861K - $938K
|
141K
$9.89M
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.63K+ 1.41% |
$102K - $111K
|
117K
$8.23M
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
SELL
|
- |
-58.6K- 11.4% |
$3.68M - $4.01M
|
455K
$32M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-238K- 7.12% |
$14.9M - $16.3M
|
3.11M
$218M
|
|
|
Oct 27, 2025
Q3 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.24K- 21.03% |
$77.7K - $84.7K
|
4.65K
$327K
|
|
|
Oct 27, 2025
Q3 2025
|
West Wealth Group, LLC
|
SELL
|
- |
-36.9K- 7.93% |
$2.32M - $2.52M
|
428K
$30.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
775+ 4843.75% |
$48.7K - $53K
|
791
$55.6K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
SELL
|
- |
-4.35K- 2.23% |
$273K - $297K
|
190K
$13.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
1.13K+ 15.31% |
$70.8K - $77.2K
|
8.49K
$597K
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-307- 2.25% |
$19.3K - $21K
|
13.3K
$938K
|
|
|
Oct 27, 2025
Q3 2025
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
68.6K+ 13.45% |
$4.3M - $4.69M
|
578K
$40.6M
|
|
|
Oct 27, 2025
Q3 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
145+ 1.02% |
$9.1K - $9.92K
|
14.4K
$1.01M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
138+ 23.35% |
$8.67K - $9.44K
|
729
$51.2K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
9.67K+ 24.76% |
$607K - $661K
|
48.7K
$3.42M
|
|
|
Oct 27, 2025
Q3 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-46- 0.68% |
$2.89K - $3.15K
|
6.67K
$469K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
439+ 0.05% |
$27.6K - $30K
|
904K
$63.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
32.3K+ 65.05% |
$2.03M - $2.21M
|
81.9K
$5.75M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-600- 0.16% |
$37.7K - $41.1K
|
378K
$26.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
51+ 1.36% |
$3.2K - $3.49K
|
3.81K
$268K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-48.3K- 71.75% |
$3.03M - $3.3M
|
19K
$1.34M
|
|
|
Oct 27, 2025
Q3 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-8.89K- 12.47% |
$558K - $608K
|
62.4K
$4.38M
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
76+ 0.63% |
$4.77K - $5.2K
|
12.2K
$857K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-7.36K- 16.26% |
$462K - $504K
|
37.9K
$2.67M
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-82- 1.26% |
$5.15K - $5.61K
|
6.42K
$451K
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
75+ 0.79% |
$4.71K - $5.13K
|
9.55K
$671K
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
SELL
|
- |
-32- 10.53% |
$2.01K - $2.19K
|
272
$19.1K
|
|
|
Oct 27, 2025
Q3 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-206- 1.07% |
$12.9K - $14.1K
|
19K
$1.34M
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
4New |
$251 - $274
|
4
$281
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
85KNew |
$5.33M - $5.81M
|
85K
$5.97M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
98+ 0.75% |
$6.15K - $6.71K
|
13.1K
$922K
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
20K+ 4.0% |
$1.26M - $1.37M
|
519K
$36.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Well Done, LLC
|
BUY
|
- |
230+ 3.69% |
$14.4K - $15.7K
|
6.46K
$454K
|
|
|
Oct 27, 2025
Q3 2025
|
Conning Inc.
|
SELL
|
- |
-4.26K- 42.91% |
$268K - $292K
|
5.67K
$398K
|
|
|
Oct 27, 2025
Q3 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-9.44K- 21.34% |
$593K - $646K
|
34.8K
$2.45M
|
|