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 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-19- 0.15% |
$906 - $970
|
12.4K
$874K
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.79KNew |
$85.4K - $91.4K
|
1.79K
$126K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
513New |
$24.5K - $26.2K
|
513
$36K
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
SELL
|
- |
-721- 16.0% |
$34.4K - $36.8K
|
3.79K
$266K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
23New |
$1.1K - $1.17K
|
23
$1.62K
|
|
|
Oct 19, 2023
Q3 2023
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
5.24KNew |
$250K - $267K
|
5.24K
$368K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
48New |
$2.29K - $2.45K
|
48
$3.37K
|
|
|
Oct 16, 2023
Q3 2023
|
Essex LLC
|
BUY
|
- |
5.63KNew |
$269K - $288K
|
5.63K
$396K
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
82.2KNew |
$3.92M - $4.2M
|
82.2K
$5.77M
|
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
47New |
$2.24K - $2.4K
|
47
$3.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
47New |
$2.24K - $2.4K
|
47
$3.3K
|
|
| Q2 2023 | |||||||
|
Feb 13, 2025
Q2 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-17.6KClosed |
$839K - $885K
|
0
$0
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-496K- 45.69% |
$23.6M - $24.9M
|
590K
$41.5M
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-41- 3.91% |
$1.95K - $2.06K
|
1.01K
$70.8K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
280New |
$13.3K - $14.1K
|
280
$19.7K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-71- 30.34% |
$3.38K - $3.57K
|
163
$11.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-450- 54.22% |
$21.4K - $22.6K
|
380
$26.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
37New |
$1.76K - $1.86K
|
37
$2.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
150New |
$7.14K - $7.54K
|
150
$10.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.71K- 8.03% |
$81.2K - $85.7K
|
19.5K
$1.37M
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
894+ 15.41% |
$42.6K - $44.9K
|
6.7K
$471K
|
|
|
Aug 10, 2023
Q2 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
8.23KNew |
$392K - $414K
|
8.23K
$578K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.01K- 0.2% |
$48.1K - $50.7K
|
497K
$35M
|
|
|
Aug 08, 2023
Q2 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-307- 83.65% |
$14.6K - $15.4K
|
60
$4.22K
|
|
|
Aug 08, 2023
Q2 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-3.03K- 40.23% |
$144K - $152K
|
4.51K
$317K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
61New |
$2.9K - $3.06K
|
61
$4.29K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
599New |
$28.5K - $30.1K
|
599
$42.1K
|
|
|
Aug 04, 2023
Q2 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-909- 52.03% |
$43.3K - $45.7K
|
838
$58.9K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
29New |
$1.38K - $1.46K
|
29
$2.04K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-918- 1.13% |
$43.7K - $46.1K
|
80.1K
$5.63M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-145K- 11.03% |
$6.89M - $7.28M
|
1.17M
$82.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-26.7K- 48.42% |
$1.27M - $1.34M
|
28.4K
$2M
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
3.8K+ 36.89% |
$181K - $191K
|
14.1K
$990K
|
|
|
Jul 20, 2023
Q2 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-2- 0.04% |
$95.2 - $100
|
4.6K
$323K
|
|
|
Jul 20, 2023
Q2 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-85- 1.18% |
$4.05K - $4.27K
|
7.1K
$499K
|
|
|
Jul 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-2.13K- 31.63% |
$101K - $107K
|
4.6K
$323K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
375New |
$17.9K - $18.8K
|
375
$26.3K
|
|
|
Jul 17, 2023
Q2 2023
|
Bremer Bank National Association
|
SELL
|
- |
-519- 1.09% |
$24.7K - $26.1K
|
47.1K
$3.31M
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
250New |
$11.9K - $12.6K
|
250
$17.6K
|
|
| Q1 2023 | |||||||
|
May 19, 2025
Q1 2023
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
27New |
$1.23K - $1.35K
|
27
$1.9K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-27Closed |
$1.23K - $1.35K
|
0
$0
|
|
|
Jun 20, 2024
Q1 2023
|
Abrdn PLC
|
SELL
|
- |
-9.82K- 27.62% |
$448K - $491K
|
25.7K
$1.81M
|
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-84- 53.85% |
$3.83K - $4.2K
|
72
$5.06K
|
|
|
May 15, 2023
Q1 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
971+ 1.12% |
$44.3K - $48.6K
|
87.4K
$6.14M
|
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
19.8KNew |
$905K - $992K
|
19.8K
$1.39M
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
285New |
$13K - $14.3K
|
285
$20K
|
|
|
May 12, 2023
Q1 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
923New |
$42.1K - $46.2K
|
923
$64.8K
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
2.92K+ 3.88% |
$133K - $146K
|
78.2K
$5.49M
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
347+ 6.79% |
$15.8K - $17.4K
|
5.46K
$383K
|
|
|
May 10, 2023
Q1 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
186New |
$8.48K - $9.3K
|
186
$13.1K
|
|