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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
3.24KNew |
$170K - $209K
|
3.24K
$228K
|
|
|
Aug 13, 2025
Q2 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-486- 9.97% |
$25.5K - $31.4K
|
4.39K
$308K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-15.2K- 54.48% |
$795K - $981K
|
12.7K
$891K
|
|
|
Aug 12, 2025
Q2 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
239KNew |
$12.5M - $15.4M
|
239K
$16.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
SELL
|
- |
-33- 14.1% |
$1.73K - $2.13K
|
201
$14.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
3.28KNew |
$172K - $212K
|
3.28K
$230K
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
2.84KNew |
$149K - $184K
|
2.84K
$200K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
102+ 2.95% |
$5.34K - $6.59K
|
3.57K
$250K
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
4.81K+ 6248.05% |
$252K - $311K
|
4.89K
$343K
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
15.2KNew |
$794K - $980K
|
15.2K
$1.06M
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-543- 0.53% |
$28.5K - $35.1K
|
102K
$7.19M
|
|
|
Aug 12, 2025
Q2 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
374+ 11.0% |
$19.6K - $24.2K
|
3.77K
$265K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
520+ 20.83% |
$27.2K - $33.6K
|
3.02K
$212K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
620+ 3.38% |
$32.5K - $40.1K
|
18.9K
$1.33M
|
|
|
Aug 12, 2025
Q2 2025
|
Martin Worley Group
Cottonwood Heights, UT |
SELL
|
- |
-44- 0.37% |
$2.31K - $2.84K
|
11.9K
$834K
|
|
|
Aug 12, 2025
Q2 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-6- 0.08% |
$314 - $388
|
7.05K
$496K
|
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
3.25KNew |
$170K - $210K
|
3.25K
$229K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-705- 78.33% |
$36.9K - $45.6K
|
195
$13.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
4.06KNew |
$213K - $263K
|
4.06K
$285K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
2.89KNew |
$152K - $187K
|
2.89K
$203K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 11.11% |
$52.4 - $64.7
|
10
$703
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-58- 1.45% |
$3.04K - $3.75K
|
3.94K
$277K
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-1.01K- 10.49% |
$53K - $65.4K
|
8.63K
$606K
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
SELL
|
- |
-315- 7.38% |
$16.5K - $20.4K
|
3.96K
$278K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
3.69KNew |
$193K - $239K
|
3.69K
$259K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
123K+ 31.02% |
$6.45M - $7.96M
|
520K
$36.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
4.02KNew |
$210K - $260K
|
4.02K
$282K
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
10+ 2.04% |
$524 - $647
|
500
$35.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-755- 4.52% |
$39.6K - $48.8K
|
16K
$1.12M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-890- 44.84% |
$46.6K - $57.5K
|
1.1K
$76.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
206New |
$10.8K - $13.3K
|
206
$14.5K
|
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
10+ 20.0% |
$524 - $647
|
60
$4.22K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
55.6K+ 30.61% |
$2.91M - $3.6M
|
237K
$16.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
13.2KNew |
$690K - $851K
|
13.2K
$925K
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
1.29K+ 5.26% |
$67.8K - $83.6K
|
25.9K
$1.82M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Bridge, LLC
|
SELL
|
- |
-125- 23.81% |
$6.55K - $8.08K
|
400
$28.1K
|
|
|
Aug 06, 2025
Q2 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
44.5KNew |
$2.33M - $2.88M
|
44.5K
$3.13M
|
|
|
Aug 06, 2025
Q2 2025
|
Washington Trust Bank
|
BUY
|
- |
3.2K+ 71.49% |
$168K - $207K
|
7.68K
$539K
|
|
|
Aug 05, 2025
Q2 2025
|
Aurdan Capital Management, LLC
Wayne, PA |
BUY
|
- |
144+ 4.11% |
$7.55K - $9.31K
|
3.65K
$256K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
361+ 0.73% |
$18.9K - $23.3K
|
50.1K
$3.52M
|
|
|
Aug 05, 2025
Q2 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
569+ 1.78% |
$29.8K - $36.8K
|
32.5K
$2.29M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
69.4K+ 43.99% |
$3.64M - $4.49M
|
227K
$16M
|
|
|
Aug 05, 2025
Q2 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-72- 54.96% |
$3.77K - $4.65K
|
59
$4.15K
|
|
|
Aug 05, 2025
Q2 2025
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
4.68KNew |
$245K - $303K
|
4.68K
$329K
|
|
|
Aug 04, 2025
Q2 2025
|
Mc Mill Wealth Management
Norfolk, NE |
SELL
|
- |
-414- 2.07% |
$21.7K - $26.8K
|
19.6K
$1.38M
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
3.35K+ 27.49% |
$176K - $217K
|
15.5K
$1.09M
|
|
|
Aug 04, 2025
Q2 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
215+ 5.95% |
$11.3K - $13.9K
|
3.83K
$269K
|
|
|
Aug 04, 2025
Q2 2025
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
3.6KNew |
$188K - $233K
|
3.6K
$253K
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-204- 2.27% |
$10.7K - $13.2K
|
8.78K
$617K
|
|