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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
729+ 2.53% |
$48.6K - $51.8K
|
29.6K
$2.08M
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
103+ 2.27% |
$6.87K - $7.31K
|
4.64K
$326K
|
|
|
Jan 08, 2026
Q4 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
5+ 0.04% |
$334 - $355
|
12.9K
$907K
|
|
|
Jan 08, 2026
Q4 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-1.72K- 15.07% |
$115K - $122K
|
9.7K
$682K
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
27+ 0.88% |
$1.8K - $1.92K
|
3.11K
$218K
|
|
|
Jan 07, 2026
Q4 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
803+ 0.71% |
$53.6K - $57K
|
114K
$8M
|
|
|
Jan 07, 2026
Q4 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
221KNew |
$14.7M - $15.7M
|
221K
$15.5M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-410K- 29.86% |
$27.3M - $29.1M
|
962K
$67.6M
|
|
|
Jan 07, 2026
Q4 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
4.68K+ 6.2% |
$313K - $333K
|
80.2K
$5.64M
|
|
|
Jan 07, 2026
Q4 2025
|
Innova Wealth Partners
|
BUY
|
- |
570+ 6.87% |
$38K - $40.5K
|
8.87K
$623K
|
|
|
Jan 07, 2026
Q4 2025
|
Verity Wealth Advisors
|
BUY
|
- |
10.6KNew |
$710K - $755K
|
10.6K
$747K
|
|
|
Jan 07, 2026
Q4 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
100+ 1.0% |
$6.67K - $7.1K
|
10.1K
$710K
|
|
|
Jan 07, 2026
Q4 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
334+ 0.54% |
$22.3K - $23.7K
|
62.6K
$4.4M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-87- 3.34% |
$5.81K - $6.18K
|
2.52K
$177K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
103+ 1.54% |
$6.87K - $7.31K
|
6.8K
$477K
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-36- 0.35% |
$2.4K - $2.56K
|
10.4K
$728K
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-16.7K- 39.68% |
$1.11M - $1.18M
|
25.3K
$1.78M
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-3.52K- 11.66% |
$235K - $250K
|
26.6K
$1.87M
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
SELL
|
- |
-1.62K- 8.37% |
$108K - $115K
|
17.7K
$1.24M
|
|
|
Jan 06, 2026
Q4 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-44.5K- 26.48% |
$2.97M - $3.16M
|
123K
$8.67M
|
|
|
Jan 06, 2026
Q4 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
10+ 0.03% |
$667 - $710
|
28.8K
$2.02M
|
|
|
Jan 06, 2026
Q4 2025
|
First Citizens Financial Corp
|
BUY
|
- |
305+ 1.93% |
$20.4K - $21.7K
|
16.1K
$1.13M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-161- 4.95% |
$10.7K - $11.4K
|
3.09K
$217K
|
|
|
Jan 06, 2026
Q4 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-17.9K- 25.39% |
$1.2M - $1.27M
|
52.6K
$3.7M
|
|
|
Jan 06, 2026
Q4 2025
|
Fulcrum Equity Management
|
SELL
|
- |
-166- 1.81% |
$11.1K - $11.8K
|
9K
$632K
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
561New |
$37.4K - $39.8K
|
561
$39.4K
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
BUY
|
- |
306+ 1.43% |
$20.4K - $21.7K
|
21.7K
$1.53M
|
|
|
Jan 06, 2026
Q4 2025
|
Collective Family Office LLC
|
SELL
|
- |
-4.11K- 5.79% |
$274K - $292K
|
66.8K
$4.69M
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
13.1KNew |
$877K - $933K
|
13.1K
$924K
|
|
|
Jan 05, 2026
Q4 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 2.86% |
$66.7 - $71
|
36
$2.53K
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
8+ 0.1% |
$534 - $568
|
7.84K
$551K
|
|
|
Jan 05, 2026
Q4 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-422- 2.19% |
$28.2K - $30K
|
18.9K
$1.33M
|
|
|
Jan 05, 2026
Q4 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
38New |
$2.54K - $2.7K
|
38
$2.67K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-516K- 8.03% |
$34.4M - $36.6M
|
5.91M
$415M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
655+ 30.94% |
$43.7K - $46.5K
|
2.77K
$195K
|
|
| Q3 2025 | |||||||
|
Jan 06, 2026
Q3 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
128K+ 146.42% |
$8.01M - $8.73M
|
215K
$15.1M
|
|
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-709K- 30.67% |
$44.5M - $48.5M
|
1.6M
$113M
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
204+ 2.93% |
$12.8K - $14K
|
7.18K
$504K
|
|
|
Dec 23, 2025
Q3 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-36.3K- 65.17% |
$2.28M - $2.49M
|
19.4K
$1.36M
|
|
|
Dec 18, 2025
Q3 2025
|
Bush Investment Group, LLC
Valdosta, GA |
SELL
|
- |
-11.2K- 18.49% |
$702K - $765K
|
49.3K
$3.46M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.28K+ 1.65% |
$80.4K - $87.6K
|
78.7K
$5.53M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-3.3K- 2.5% |
$207K - $225K
|
128K
$9.01M
|
|
|
Nov 26, 2025
Q3 2025
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
458+ 3.19% |
$28.8K - $31.3K
|
14.8K
$1.04M
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
256New |
$16.1K - $17.5K
|
256
$18K
|
|
|
Nov 25, 2025
Q3 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-1- 0.01% |
$62.8 - $68.4
|
8.87K
$623K
|
|
|
Nov 24, 2025
Q3 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
1.46K+ 20.91% |
$91.8K - $100K
|
8.46K
$594K
|
|
|
Nov 24, 2025
Q3 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-109- 1.12% |
$6.84K - $7.46K
|
9.62K
$676K
|
|
|
Nov 24, 2025
Q3 2025
|
Chelsea Counsel CO
|
BUY
|
- |
51New |
$3.2K - $3.49K
|
51
$3.58K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
260+ 3.67% |
$16.3K - $17.8K
|
7.35K
$516K
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-733- 5.61% |
$46K - $50.2K
|
12.3K
$867K
|
|