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 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
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.43K- 8.17% |
$215K - $234K
|
38.5K
$2.71M
|
|
|
Oct 17, 2025
Q3 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
5KNew |
$314K - $342K
|
5K
$351K
|
|
|
Oct 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-3.5K- 4.34% |
$219K - $239K
|
77K
$5.41M
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
231+ 1.42% |
$14.5K - $15.8K
|
16.5K
$1.16M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
4.62K+ 19.6% |
$290K - $316K
|
28.2K
$1.98M
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-2.86K- 3.32% |
$180K - $196K
|
83.4K
$5.86M
|
|
|
Oct 17, 2025
Q3 2025
|
Flc Capital Advisors
|
BUY
|
- |
2.98KNew |
$187K - $204K
|
2.98K
$210K
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
99New |
$6.22K - $6.77K
|
99
$6.96K
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
20New |
$1.26K - $1.37K
|
20
$1.41K
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-346K- 32.44% |
$21.7M - $23.7M
|
720K
$50.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.01K+ 11.17% |
$63.5K - $69.2K
|
10.1K
$708K
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
508New |
$31.9K - $34.8K
|
508
$35.7K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-101K- 30.03% |
$6.34M - $6.91M
|
235K
$16.5M
|
|
|
Oct 16, 2025
Q3 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-902- 11.71% |
$56.6K - $61.7K
|
6.8K
$478K
|
|
|
Oct 16, 2025
Q3 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
11+ 0.09% |
$691 - $753
|
11.9K
$837K
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
37New |
$2.32K - $2.53K
|
37
$2.6K
|
|
|
Oct 16, 2025
Q3 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
33New |
$2.07K - $2.26K
|
33
$2.32K
|
|
|
Oct 16, 2025
Q3 2025
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-785- 13.41% |
$49.3K - $53.7K
|
5.07K
$356K
|
|
|
Oct 16, 2025
Q3 2025
|
Columbus Macro, LLC
|
BUY
|
- |
225+ 0.72% |
$14.1K - $15.4K
|
31.6K
$2.22M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
67.8K+ 52.89% |
$4.26M - $4.64M
|
196K
$13.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
BUY
|
- |
38+ 0.02% |
$2.39K - $2.6K
|
252K
$17.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-40.9K- 13.91% |
$2.57M - $2.8M
|
253K
$17.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-16.2K- 80.19% |
$1.02M - $1.11M
|
4K
$281K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
6.19KNew |
$389K - $423K
|
6.19K
$435K
|
|
|
Oct 15, 2025
Q3 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
31.3K+ 30.41% |
$1.97M - $2.14M
|
134K
$9.43M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-2.48K- 12.58% |
$156K - $170K
|
17.2K
$1.21M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-54.8K- 50.53% |
$3.44M - $3.75M
|
53.6K
$3.77M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-23.2K- 10.25% |
$1.46M - $1.59M
|
203K
$14.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
7.54K+ 29.22% |
$474K - $516K
|
33.4K
$2.34M
|
|
|
Oct 15, 2025
Q3 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
15.4KNew |
$966K - $1.05M
|
15.4K
$1.08M
|
|
|
Oct 15, 2025
Q3 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
8.34K+ 98.53% |
$524K - $570K
|
16.8K
$1.18M
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
15.6KNew |
$980K - $1.07M
|
15.6K
$1.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
82.3K+ 1.3% |
$5.17M - $5.63M
|
6.43M
$452M
|
|