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 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-97.1K- 18.74% |
$6.1M - $6.65M
|
421K
$29.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
7.47K+ 39.12% |
$469K - $511K
|
26.6K
$1.87M
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.07K- 28.82% |
$67.4K - $73.4K
|
2.65K
$186K
|
|
|
Oct 21, 2025
Q3 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-18.4K- 8.13% |
$1.16M - $1.26M
|
208K
$14.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
437+ 2.59% |
$27.4K - $29.9K
|
17.3K
$1.21M
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
70+ 0.15% |
$4.4K - $4.79K
|
47.6K
$3.35M
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-24.4K- 71.58% |
$1.53M - $1.67M
|
9.68K
$680K
|
|
|
Oct 21, 2025
Q3 2025
|
Townsend & Associates, Inc
|
SELL
|
- |
-59K- 10.34% |
$3.7M - $4.04M
|
512K
$36M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-206- 45.98% |
$12.9K - $14.1K
|
242
$17K
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3.81KNew |
$239K - $261K
|
3.81K
$268K
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
3.28KNew |
$206K - $225K
|
3.28K
$231K
|
|
|
Oct 21, 2025
Q3 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.85K- 26.85% |
$304K - $331K
|
13.2K
$928K
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-25.8K- 16.95% |
$1.62M - $1.76M
|
126K
$8.88M
|
|
|
Oct 21, 2025
Q3 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
7.88K+ 7.28% |
$495K - $539K
|
116K
$8.16M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-11.8K- 6.15% |
$739K - $806K
|
180K
$12.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-119K- 35.72% |
$7.46M - $8.12M
|
214K
$15M
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
17.6K+ 5.0% |
$1.1M - $1.2M
|
369K
$25.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-573- 11.14% |
$36K - $39.2K
|
4.57K
$321K
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
8.74K+ 114.37% |
$549K - $598K
|
16.4K
$1.15M
|
|
|
Oct 21, 2025
Q3 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
136New |
$8.54K - $9.31K
|
136
$9.56K
|
|
|
Oct 20, 2025
Q3 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-985- 2.9% |
$61.8K - $67.4K
|
33K
$2.32M
|
|
|
Oct 20, 2025
Q3 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-18K- 81.51% |
$1.13M - $1.23M
|
4.09K
$287K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-84.5K- 14.65% |
$5.3M - $5.78M
|
492K
$34.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Wells Financial Advisors Inc
|
BUY
|
- |
65+ 2.58% |
$4.08K - $4.45K
|
2.59K
$182K
|
|
|
Oct 20, 2025
Q3 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
755+ 1.72% |
$47.4K - $51.7K
|
44.8K
$3.15M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-812- 1.45% |
$51K - $55.6K
|
55.2K
$3.88M
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
3.96KNew |
$249K - $271K
|
3.96K
$278K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-221- 2.66% |
$13.9K - $15.1K
|
8.07K
$567K
|
|
|
Oct 20, 2025
Q3 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
2.35K+ 5.99% |
$148K - $161K
|
41.6K
$2.92M
|
|
|
Oct 20, 2025
Q3 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-56- 0.98% |
$3.52K - $3.83K
|
5.66K
$398K
|
|
|
Oct 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
7.99K+ 6.29% |
$502K - $547K
|
135K
$9.49M
|
|
|
Oct 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-28.1K- 30.46% |
$1.77M - $1.93M
|
64.2K
$4.51M
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
1.09K+ 7.25% |
$68.2K - $74.3K
|
16.1K
$1.13M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
14.4K+ 0.77% |
$907K - $988K
|
1.88M
$132M
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-10.3K- 4.43% |
$647K - $705K
|
222K
$15.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-12.1K- 2.79% |
$760K - $828K
|
421K
$29.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
SELL
|
- |
-411K- 18.57% |
$25.8M - $28.1M
|
1.8M
$127M
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-259- 2.26% |
$16.3K - $17.7K
|
11.2K
$786K
|
|
|
Oct 20, 2025
Q3 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-454- 2.12% |
$28.5K - $31.1K
|
21K
$1.48M
|
|
|
Oct 20, 2025
Q3 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
61.3K+ 75.99% |
$3.85M - $4.2M
|
142K
$9.98M
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-44- 1.28% |
$2.76K - $3.01K
|
3.41K
$239K
|
|
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
SELL
|
- |
-127- 1.65% |
$7.97K - $8.69K
|
7.55K
$530K
|
|
|
Oct 20, 2025
Q3 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
23KNew |
$1.44M - $1.57M
|
23K
$1.61M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
54New |
$3.39K - $3.69K
|
54
$3.79K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.68K- 8.73% |
$168K - $183K
|
28K
$1.97M
|
|
|
Oct 20, 2025
Q3 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-436- 1.86% |
$27.4K - $29.8K
|
23K
$1.61M
|
|
|
Oct 17, 2025
Q3 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-76- 0.27% |
$4.77K - $5.2K
|
28K
$1.96M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
SELL
|
- |
-8.85K- 6.27% |
$556K - $605K
|
132K
$9.29M
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-30.6K- 19.22% |
$1.92M - $2.09M
|
129K
$9.04M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
45.7K+ 14.31% |
$2.87M - $3.12M
|
365K
$25.6M
|
|