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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
79.6KNew |
$4.12M - $4.62M
|
79.6K
$5.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-5- 0.09% |
$259 - $290
|
5.52K
$388K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-195- 3.86% |
$10.1K - $11.3K
|
4.85K
$341K
|
|
|
Oct 22, 2024
Q3 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-148- 22.87% |
$7.65K - $8.58K
|
499
$35.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
306New |
$15.8K - $17.7K
|
306
$21.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.04KNew |
$53.8K - $60.3K
|
1.04K
$73.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Moneywise, Inc.
|
BUY
|
- |
25K+ 92.01% |
$1.29M - $1.45M
|
52.1K
$3.66M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-110- 4.65% |
$5.69K - $6.38K
|
2.26K
$159K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
226K+ 26.26% |
$11.7M - $13.1M
|
1.09M
$76.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-8.15K- 1.27% |
$421K - $472K
|
636K
$44.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
3.55KNew |
$184K - $206K
|
3.55K
$249K
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
124New |
$6.41K - $7.19K
|
124
$8.71K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-482- 16.64% |
$24.9K - $27.9K
|
2.41K
$170K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
179+ 1.55% |
$9.26K - $10.4K
|
11.7K
$821K
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
3.92K+ 37.37% |
$203K - $227K
|
14.4K
$1.01M
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
128New |
$6.62K - $7.42K
|
128
$8.99K
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
234New |
$12.1K - $13.6K
|
234
$16.4K
|
|
| Q2 2024 | |||||||
|
Dec 02, 2025
Q2 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-25.9K- 58.88% |
$1.36M - $1.46M
|
18.1K
$1.27M
|
|
|
Aug 15, 2025
Q2 2024
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
SELL
|
- |
-197Closed |
$10.3K - $11.1K
|
0
$0
|
|
|
Aug 23, 2024
Q2 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
9.85KNew |
$515K - $555K
|
9.85K
$692K
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
21.4KNew |
$1.12M - $1.21M
|
21.4K
$1.5M
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-85- 91.4% |
$4.45K - $4.79K
|
8
$562
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-381- 5.72% |
$19.9K - $21.5K
|
6.28K
$441K
|
|
|
Aug 14, 2024
Q2 2024
|
Geisinger Health
Danville, PA |
SELL
|
- |
-112K- 70.13% |
$5.87M - $6.33M
|
47.8K
$3.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
15+ 3.01% |
$785 - $846
|
513
$36K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-3.98KClosed |
$208K - $224K
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
53.9KNew |
$2.82M - $3.04M
|
53.9K
$3.79M
|
|
|
Aug 13, 2024
Q2 2024
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
BUY
|
- |
641KNew |
$33.5M - $36.2M
|
641K
$45M
|
|
|
Aug 13, 2024
Q2 2024
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.78K- 16.58% |
$93.3K - $101K
|
8.97K
$630K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.61M- 34.19% |
$84.4M - $91M
|
3.1M
$218M
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-994- 3.19% |
$52K - $56.1K
|
30.2K
$2.12M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-17.3K- 1.79% |
$906K - $976K
|
951K
$66.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.31K- 35.32% |
$68.4K - $73.7K
|
2.39K
$168K
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
723+ 4.05% |
$37.8K - $40.8K
|
18.6K
$1.31M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-11.1K- 37.06% |
$582K - $627K
|
18.9K
$1.33M
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-842- 15.62% |
$44.1K - $47.5K
|
4.55K
$320K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
601New |
$31.5K - $33.9K
|
601
$42.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-4.61K- 18.28% |
$241K - $260K
|
20.6K
$1.45M
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
2.36KNew |
$124K - $133K
|
2.36K
$166K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
430New |
$22.5K - $24.3K
|
430
$30.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
3.74K+ 1000.0% |
$196K - $211K
|
4.11K
$289K
|
|
|
Aug 06, 2024
Q2 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-968- 12.24% |
$50.7K - $54.6K
|
6.94K
$487K
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-361- 87.41% |
$18.9K - $20.4K
|
52
$3.65K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
180New |
$9.42K - $10.2K
|
180
$12.6K
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
420+ 10.38% |
$22K - $23.7K
|
4.47K
$314K
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
183New |
$9.58K - $10.3K
|
183
$12.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-566- 12.04% |
$29.6K - $31.9K
|
4.14K
$291K
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-52- 0.99% |
$2.72K - $2.93K
|
5.2K
$365K
|
|
|
Jul 30, 2024
Q2 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
5.6KNew |
$293K - $316K
|
5.6K
$394K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-285- 3.31% |
$14.9K - $16.1K
|
8.33K
$585K
|
|