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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
133New |
$6.89K - $7.6K
|
133
$9.34K
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
1.35KNew |
$69.8K - $77K
|
1.35K
$94.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-289- 87.84% |
$15K - $16.5K
|
40
$2.81K
|
|
|
Feb 14, 2025
Q4 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-562- 5.93% |
$29.1K - $32.1K
|
8.92K
$627K
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
1.81K+ 653.79% |
$93.8K - $103K
|
2.09K
$147K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
35New |
$1.81K - $2K
|
35
$2.46K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
122+ 2.1% |
$6.32K - $6.97K
|
5.93K
$417K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-74.2K- 85.22% |
$3.84M - $4.24M
|
12.9K
$904K
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
107KNew |
$5.54M - $6.12M
|
107K
$7.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
800+ 1.81% |
$41.4K - $45.7K
|
44.9K
$3.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
9.01K+ 7.86% |
$466K - $515K
|
124K
$8.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-113K- 23.69% |
$5.83M - $6.44M
|
363K
$25.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
4.96KNew |
$257K - $284K
|
4.96K
$349K
|
|
|
Feb 12, 2025
Q4 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-789K- 86.32% |
$40.8M - $45.1M
|
125K
$8.78M
|
|
|
Feb 12, 2025
Q4 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-19- 9.64% |
$984 - $1.09K
|
178
$12.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
1+ 1.08% |
$51.8 - $57.2
|
94
$6.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
299New |
$15.5K - $17.1K
|
299
$21K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
209New |
$10.8K - $11.9K
|
209
$14.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
10.1K+ 11.42% |
$523K - $577K
|
98.5K
$6.92M
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
BUY
|
- |
62New |
$3.21K - $3.54K
|
62
$4.36K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
67New |
$3.47K - $3.83K
|
67
$4.71K
|
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
627+ 1.77% |
$32.5K - $35.8K
|
36K
$2.53M
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
35New |
$1.81K - $2K
|
35
$2.46K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
81.8KNew |
$4.23M - $4.67M
|
81.8K
$5.75M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
45+ 3.92% |
$2.33K - $2.57K
|
1.19K
$83.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-12.5K- 56.74% |
$649K - $716K
|
9.55K
$671K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
818+ 5.64% |
$42.4K - $46.7K
|
15.3K
$1.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
6New |
$311 - $343
|
6
$422
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-342- 84.86% |
$17.7K - $19.5K
|
61
$4.29K
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
33+ 0.77% |
$1.71K - $1.89K
|
4.31K
$303K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
1.24K+ 180.55% |
$64.4K - $71.1K
|
1.93K
$136K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
217New |
$11.2K - $12.4K
|
217
$15.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-33- 0.73% |
$1.71K - $1.89K
|
4.49K
$315K
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-16- 0.26% |
$828 - $914
|
6.06K
$426K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
29New |
$1.5K - $1.66K
|
29
$2.04K
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
2.5KNew |
$129K - $143K
|
2.5K
$175K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
59New |
$3.06K - $3.37K
|
59
$4.15K
|
|
|
Jan 29, 2025
Q4 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-1.33K- 4.64% |
$69.1K - $76.2K
|
27.4K
$1.93M
|
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
BUY
|
- |
3.86K+ 15.53% |
$200K - $221K
|
28.7K
$2.02M
|
|