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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
1+ 0.01% |
$51.9 - $60.7
|
8.25K
$580K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
87New |
$4.51K - $5.28K
|
87
$6.11K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-111K- 95.91% |
$5.75M - $6.73M
|
4.72K
$332K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
5.47KNew |
$284K - $332K
|
5.47K
$385K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-52- 35.62% |
$2.7K - $3.16K
|
94
$6.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
200New |
$10.4K - $12.1K
|
200
$14.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
3.66KNew |
$190K - $222K
|
3.66K
$257K
|
|
|
Apr 29, 2025
Q1 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
129KNew |
$6.7M - $7.85M
|
129K
$9.08M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-1.14K- 20.81% |
$59K - $69.1K
|
4.33K
$304K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
830New |
$43.1K - $50.4K
|
830
$58.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
55New |
$2.85K - $3.34K
|
55
$3.86K
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
SELL
|
- |
-1.43K- 15.27% |
$74.4K - $87.1K
|
7.96K
$559K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
21New |
$1.09K - $1.28K
|
21
$1.48K
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
51New |
$2.65K - $3.1K
|
51
$3.58K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-252- 31.42% |
$13.1K - $15.3K
|
550
$38.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-701- 8.77% |
$36.4K - $42.6K
|
7.29K
$512K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
179+ 59.67% |
$9.29K - $10.9K
|
479
$33.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
460New |
$23.9K - $27.9K
|
460
$32.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-20- 0.25% |
$1.04K - $1.21K
|
7.86K
$552K
|
|
|
Apr 23, 2025
Q1 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
3.61KNew |
$187K - $219K
|
3.61K
$254K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-250Closed |
$13K - $15.2K
|
0
$0
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-337- 2.49% |
$17.5K - $20.5K
|
13.2K
$927K
|
|
|
Apr 23, 2025
Q1 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
622KNew |
$32.3M - $37.8M
|
622K
$43.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-51- 77.27% |
$2.65K - $3.1K
|
15
$1.05K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2K- 33.27% |
$104K - $121K
|
4.01K
$282K
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
470+ 9.48% |
$24.4K - $28.5K
|
5.43K
$381K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-188- 20.13% |
$9.75K - $11.4K
|
746
$52.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Riverwater Partners LLC
|
SELL
|
- |
-16.3K- 18.38% |
$845K - $989K
|
72.3K
$5.08M
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
528New |
$27.4K - $32.1K
|
528
$37.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Motive Wealth Advisors
|
SELL
|
- |
-738- 7.25% |
$38.3K - $44.8K
|
9.44K
$663K
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-2K- 28.57% |
$104K - $121K
|
5K
$351K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
29New |
$1.5K - $1.76K
|
29
$2.04K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
3.46KNew |
$179K - $210K
|
3.46K
$243K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
SELL
|
- |
-24- 28.57% |
$1.25K - $1.46K
|
60
$4.22K
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
3.56KNew |
$185K - $216K
|
3.56K
$250K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
3.26KNew |
$169K - $198K
|
3.26K
$229K
|
|
|
Apr 09, 2025
Q1 2025
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
159New |
$8.25K - $9.66K
|
159
$11.2K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
5.36KNew |
$278K - $325K
|
5.36K
$376K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-20.8K- 81.89% |
$1.08M - $1.26M
|
4.59K
$323K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.63K- 9.81% |
$84.5K - $98.9K
|
15K
$1.05M
|
|
| Q4 2024 | |||||||
|
Jan 07, 2026
Q4 2024
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
2.91KNew |
$151K - $166K
|
2.91K
$204K
|
|
|
Sep 09, 2025
Q4 2024
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
425+ 10.21% |
$22K - $24.3K
|
4.59K
$322K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
283New |
$14.7K - $16.2K
|
283
$19.9K
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
26.2KNew |
$1.36M - $1.5M
|
26.2K
$1.84M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
27New |
$1.4K - $1.54K
|
27
$1.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
1.24KNew |
$64.4K - $71.1K
|
1.24K
$87.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
4.21KNew |
$218K - $241K
|
4.21K
$296K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-68- 4.01% |
$3.52K - $3.89K
|
1.63K
$114K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
174New |
$9.01K - $9.94K
|
174
$12.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-16- 0.07% |
$828 - $914
|
24.2K
$1.7M
|
|