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 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
|
|
|
Oct 27, 2025
Q3 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-20- 0.24% |
$1.26K - $1.37K
|
8.29K
$583K
|
|
|
Oct 27, 2025
Q3 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-319- 1.94% |
$20K - $21.8K
|
16.2K
$1.14M
|
|
|
Oct 27, 2025
Q3 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-21.7K- 15.86% |
$1.36M - $1.49M
|
115K
$8.09M
|
|
|
Oct 27, 2025
Q3 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
7.37K+ 63.01% |
$463K - $504K
|
19.1K
$1.34M
|
|
|
Oct 24, 2025
Q3 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
348+ 1.64% |
$21.9K - $23.8K
|
21.6K
$1.52M
|
|
|
Oct 24, 2025
Q3 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
1.43K+ 42.03% |
$89.6K - $97.6K
|
4.82K
$339K
|
|
|
Oct 24, 2025
Q3 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
2.15K+ 5.95% |
$135K - $147K
|
38.3K
$2.69M
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6+ 2.49% |
$377 - $411
|
247
$17.4K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4.98K+ 19.36% |
$312K - $340K
|
30.7K
$2.16M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
783+ 11.32% |
$49.2K - $53.6K
|
7.7K
$541K
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-60- 9.65% |
$3.77K - $4.11K
|
562
$39.5K
|
|
|
Oct 24, 2025
Q3 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
BUY
|
- |
29.4KNew |
$1.85M - $2.01M
|
29.4K
$2.06M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-3- 0.06% |
$188 - $205
|
5.13K
$360K
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
8.87K+ 4.21% |
$557K - $607K
|
219K
$15.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Covenant Partners, LLC
|
BUY
|
- |
2.71K+ 0.72% |
$170K - $185K
|
378K
$26.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
362+ 1.75% |
$22.7K - $24.8K
|
21K
$1.48M
|
|
|
Oct 24, 2025
Q3 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-33.6K- 13.87% |
$2.11M - $2.3M
|
209K
$14.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-300- 1.56% |
$18.8K - $20.5K
|
18.9K
$1.33M
|
|
|
Oct 24, 2025
Q3 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
1.59K+ 17.31% |
$99.5K - $108K
|
10.7K
$755K
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
SELL
|
- |
-11K- 0.97% |
$689K - $750K
|
1.12M
$78.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1.69K+ 12.48% |
$106K - $116K
|
15.3K
$1.07M
|
|
|
Oct 24, 2025
Q3 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-916- 6.0% |
$57.5K - $62.7K
|
14.4K
$1.01M
|
|
|
Oct 24, 2025
Q3 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-201- 2.19% |
$12.6K - $13.8K
|
8.98K
$631K
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-1.66K- 34.84% |
$104K - $113K
|
3.1K
$217K
|
|
|
Oct 24, 2025
Q3 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-1.63K- 2.06% |
$102K - $111K
|
77.4K
$5.44M
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
436+ 5.63% |
$27.4K - $29.8K
|
8.18K
$574K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
166K+ 149.18% |
$10.4M - $11.3M
|
277K
$19.4M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
24.5KNew |
$1.54M - $1.68M
|
24.5K
$1.72M
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 23, 2025
Q3 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
4.96K+ 112.87% |
$311K - $339K
|
9.35K
$657K
|
|
|
Oct 23, 2025
Q3 2025
|
Seneca Financial Advisors LLC
Rochester, NY |
SELL
|
- |
-17- 0.02% |
$1.07K - $1.16K
|
97.3K
$6.84M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-12.3K- 3.03% |
$774K - $843K
|
394K
$27.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
104+ 32.1% |
$6.53K - $7.12K
|
428
$30.1K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
701+ 0.57% |
$44K - $48K
|
123K
$8.65M
|
|
|
Oct 23, 2025
Q3 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-56.2K- 33.52% |
$3.53M - $3.85M
|
111K
$7.83M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-9.25K- 22.11% |
$581K - $633K
|
32.6K
$2.29M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.54K+ 12.43% |
$222K - $242K
|
32K
$2.25M
|
|
|
Oct 23, 2025
Q3 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-1.22K- 1.56% |
$76.3K - $83.1K
|
76.5K
$5.38M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.67K+ 5.86% |
$105K - $115K
|
30.2K
$2.13M
|
|
|
Oct 23, 2025
Q3 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
127+ 0.39% |
$7.97K - $8.69K
|
32.5K
$2.29M
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
4.98K+ 78.65% |
$312K - $340K
|
11.3K
$794K
|
|
|
Oct 23, 2025
Q3 2025
|
Oak Family Advisors, LLC
|
BUY
|
- |
3.15KNew |
$197K - $215K
|
3.15K
$221K
|
|
|
Oct 23, 2025
Q3 2025
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
230+ 1.96% |
$14.4K - $15.7K
|
12K
$841K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
145+ 96.67% |
$9.1K - $9.92K
|
295
$20.7K
|
|
|
Oct 23, 2025
Q3 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
3.01KNew |
$189K - $206K
|
3.01K
$211K
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
1.95K+ 1.62% |
$123K - $134K
|
123K
$8.61M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
20.1K+ 1.07% |
$1.26M - $1.37M
|
1.89M
$133M
|
|
|
Oct 22, 2025
Q3 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-1.37K- 7.69% |
$85.8K - $93.5K
|
16.4K
$1.15M
|
|