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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.27K- 27.25% |
$66.8K - $82.4K
|
3.4K
$239K
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
BUY
|
- |
662+ 0.98% |
$34.7K - $42.8K
|
68.3K
$4.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
47.7K+ 41.66% |
$2.5M - $3.08M
|
162K
$11.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
1.63K+ 1.46% |
$85.5K - $106K
|
113K
$7.94M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-653- 58.78% |
$34.2K - $42.2K
|
458
$32.2K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
20.5K+ 36.25% |
$1.08M - $1.33M
|
77.2K
$5.42M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
BUY
|
- |
3.49KNew |
$183K - $226K
|
3.49K
$245K
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-256- 4.19% |
$13.4K - $16.6K
|
5.85K
$411K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-2.37K- 25.11% |
$124K - $153K
|
7.06K
$496K
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
63+ 8.65% |
$3.3K - $4.07K
|
791
$55.6K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
105+ 1.77% |
$5.5K - $6.79K
|
6.03K
$424K
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
550+ 8.66% |
$28.8K - $35.6K
|
6.9K
$485K
|
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
3.2KNew |
$168K - $207K
|
3.2K
$225K
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
392New |
$20.5K - $25.3K
|
392
$27.5K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
44New |
$2.31K - $2.84K
|
44
$3.09K
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1+ 2.44% |
$52.4 - $64.7
|
42
$2.95K
|
|
| Q1 2025 | |||||||
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.91KNew |
$99K - $116K
|
1.91K
$134K
|
|
|
Jul 08, 2025
Q1 2025
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-930- 20.24% |
$48.2K - $56.5K
|
3.67K
$258K
|
|
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-5.7KClosed |
$296K - $346K
|
0
$0
|
|
|
May 21, 2025
Q1 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-29- 2.87% |
$1.5K - $1.76K
|
982
$69K
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
200+ 9.59% |
$10.4K - $12.1K
|
2.29K
$161K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-43.1K- 14.58% |
$2.23M - $2.61M
|
252K
$17.7M
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-116K- 36.68% |
$6.03M - $7.06M
|
201K
$14.1M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
260+ 0.25% |
$13.5K - $15.8K
|
105K
$7.34M
|
|
|
May 15, 2025
Q1 2025
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-28.4K- 20.81% |
$1.47M - $1.72M
|
108K
$7.59M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
3.58K+ 4.21% |
$186K - $217K
|
88.7K
$6.23M
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
50.5KNew |
$2.62M - $3.07M
|
50.5K
$3.55M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-3K- 3.08% |
$155K - $182K
|
94.1K
$6.61M
|
|
|
May 14, 2025
Q1 2025
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-2K- 25.79% |
$104K - $121K
|
5.76K
$404K
|
|
|
May 14, 2025
Q1 2025
|
Retirement Capital Strategies
|
BUY
|
- |
16.2KNew |
$840K - $983K
|
16.2K
$1.14M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
157KNew |
$8.13M - $9.52M
|
157K
$11M
|
|
|
May 14, 2025
Q1 2025
|
Sig Brokerage, LP
Bala Cynwyd, PA |
BUY
|
CALL |
78.8KNew |
$4.09M - $4.79M
|
78.8K
$5.54M
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
3.26K+ 60.36% |
$169K - $198K
|
8.67K
$609K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
35+ 4.87% |
$1.82K - $2.13K
|
754
$53K
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-17.2K- 44.05% |
$891K - $1.04M
|
21.8K
$1.53M
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
47.3KNew |
$2.45M - $2.87M
|
47.3K
$3.32M
|
|
|
May 09, 2025
Q1 2025
|
Abc Arbitrage Sa
Paris, I0 |
BUY
|
- |
4.67KNew |
$242K - $284K
|
4.67K
$328K
|
|
|
May 09, 2025
Q1 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-467- 9.48% |
$24.2K - $28.4K
|
4.46K
$313K
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
2.08K+ 29.97% |
$108K - $126K
|
9K
$632K
|
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-17Closed |
$882 - $1.03K
|
0
$0
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-350- 8.32% |
$18.2K - $21.3K
|
3.86K
$271K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-84.7K- 26.91% |
$4.39M - $5.14M
|
230K
$16.2M
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
3.65KNew |
$190K - $222K
|
3.65K
$257K
|
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
SELL
|
- |
-1.92K- 35.39% |
$99.5K - $116K
|
3.5K
$246K
|
|
|
May 06, 2025
Q1 2025
|
Johns Hopkins University
Baltimore, MD |
BUY
|
- |
906K+ 98.79% |
$47M - $55M
|
1.82M
$128M
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-433- 8.03% |
$22.5K - $26.3K
|
4.96K
$348K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
22New |
$1.14K - $1.34K
|
22
$1.55K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
178+ 2.35% |
$9.23K - $10.8K
|
7.75K
$544K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-39K- 37.17% |
$2.03M - $2.37M
|
66K
$4.64M
|
|
|
May 01, 2025
Q1 2025
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
SELL
|
- |
-642- 10.04% |
$33.3K - $39K
|
5.76K
$404K
|
|