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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2.63KNew |
$165K - $180K
|
2.63K
$184K
|
|
|
Nov 13, 2025
Q3 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-234- 5.02% |
$14.7K - $16K
|
4.43K
$311K
|
|
|
Nov 13, 2025
Q3 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
1.1K+ 5.67% |
$68.9K - $75.1K
|
20.4K
$1.44M
|
|
|
Nov 13, 2025
Q3 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
4.98K+ 3.39% |
$313K - $341K
|
152K
$10.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
311+ 6.79% |
$19.5K - $21.3K
|
4.89K
$344K
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
284K+ 161.67% |
$17.8M - $19.4M
|
459K
$32.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-1.79K- 12.95% |
$112K - $122K
|
12K
$843K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-2.74K- 3.29% |
$172K - $187K
|
80.4K
$5.65M
|
|
|
Nov 13, 2025
Q3 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-26.4K- 9.99% |
$1.66M - $1.8M
|
238K
$16.7M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.84K+ 18.06% |
$241K - $263K
|
25.1K
$1.76M
|
|
|
Nov 13, 2025
Q3 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
130+ 1.67% |
$8.16K - $8.89K
|
7.91K
$555K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
18.8K+ 0.71% |
$1.18M - $1.29M
|
2.68M
$188M
|
|
|
Nov 13, 2025
Q3 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.23K+ 0.39% |
$77.1K - $84K
|
318K
$22.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-6.69K- 1.2% |
$420K - $458K
|
553K
$38.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
665+ 1.42% |
$41.8K - $45.5K
|
47.6K
$3.35M
|
|
|
Nov 13, 2025
Q3 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
SELL
|
- |
-19.1K- 15.48% |
$1.2M - $1.31M
|
104K
$7.34M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
21K+ 0.82% |
$1.32M - $1.44M
|
2.57M
$181M
|
|
|
Nov 13, 2025
Q3 2025
|
Sage Financial Group Inc
|
BUY
|
- |
5.51K+ 13.48% |
$346K - $377K
|
46.4K
$3.26M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
22.1K+ 0.76% |
$1.39M - $1.51M
|
2.94M
$207M
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-27.4K- 12.69% |
$1.72M - $1.88M
|
189K
$13.3M
|
|
|
Nov 13, 2025
Q3 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
107K+ 4.52% |
$6.71M - $7.31M
|
2.47M
$174M
|
|
|
Nov 13, 2025
Q3 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
712+ 0.67% |
$44.7K - $48.7K
|
106K
$7.46M
|
|
|
Nov 13, 2025
Q3 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
12.8KNew |
$804K - $876K
|
12.8K
$899K
|
|
|
Nov 13, 2025
Q3 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-43.7K- 17.04% |
$2.74M - $2.99M
|
213K
$14.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Crewe Advisors LLC
|
BUY
|
- |
56+ 12.47% |
$3.52K - $3.83K
|
505
$35.5K
|
|
|
Nov 13, 2025
Q3 2025
|
Keystone Financial Services
|
BUY
|
- |
6.62K+ 1.92% |
$416K - $453K
|
351K
$24.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
3.45KNew |
$217K - $236K
|
3.45K
$242K
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
1.06K+ 6.1% |
$66.6K - $72.6K
|
18.4K
$1.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-8.71K- 51.55% |
$547K - $596K
|
8.19K
$575K
|
|
|
Nov 13, 2025
Q3 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
38K+ 9.91% |
$2.39M - $2.6M
|
422K
$29.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
37.2K+ 40.32% |
$2.34M - $2.54M
|
129K
$9.09M
|
|
|
Nov 13, 2025
Q3 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-446- 1.04% |
$28K - $30.5K
|
42.4K
$2.98M
|
|
|
Nov 13, 2025
Q3 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-877- 4.67% |
$55.1K - $60K
|
17.9K
$1.26M
|
|
|
Nov 13, 2025
Q3 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
329+ 5.08% |
$20.7K - $22.5K
|
6.8K
$478K
|
|
|
Nov 13, 2025
Q3 2025
|
Real Talk Capital, LLC
Franklin, TN |
BUY
|
- |
3.2KNew |
$201K - $219K
|
3.2K
$225K
|
|
|
Nov 13, 2025
Q3 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
484+ 9.55% |
$30.4K - $33.1K
|
5.55K
$390K
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.55K+ 20.06% |
$537K - $585K
|
51.2K
$3.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-4.06K- 19.07% |
$255K - $278K
|
17.2K
$1.21M
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
8.43K+ 42.44% |
$529K - $577K
|
28.3K
$1.99M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-137K- 10.8% |
$8.58M - $9.35M
|
1.13M
$79.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-43.2K- 8.46% |
$2.71M - $2.96M
|
467K
$32.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
5.94K+ 2.81% |
$373K - $406K
|
217K
$15.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.06K- 1.8% |
$66.4K - $72.4K
|
57.8K
$4.06M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-320K- 37.21% |
$20.1M - $21.9M
|
539K
$37.9M
|
|
|
Nov 13, 2025
Q3 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
37.6K+ 50.51% |
$2.36M - $2.57M
|
112K
$7.88M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.3MNew |
$81.9M - $89.3M
|
1.3M
$91.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
CALL |
800+ 0.62% |
$50.2K - $54.7K
|
130K
$9.12M
|
|
|
Nov 13, 2025
Q3 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-41- 1.28% |
$2.57K - $2.81K
|
3.15K
$221K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-74.2K- 8.05% |
$4.66M - $5.08M
|
848K
$59.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
10.9K+ 6.9% |
$685K - $747K
|
169K
$11.9M
|
|