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 12, 2025
Q3 2025
|
Integrity Advisory Solutions, LLC
Dallas, TX |
BUY
|
- |
58.3KNew |
$3.66M - $3.99M
|
58.3K
$4.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
7.34K+ 3.95% |
$461K - $502K
|
193K
$13.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
12.5K+ 133.99% |
$785K - $855K
|
21.8K
$1.53M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-79.5K- 17.28% |
$4.99M - $5.44M
|
381K
$26.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.17K- 24.91% |
$199K - $217K
|
9.56K
$672K
|
|
|
Nov 12, 2025
Q3 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-8.54K- 29.14% |
$536K - $584K
|
20.8K
$1.46M
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-691- 6.31% |
$43.4K - $47.3K
|
10.3K
$720K
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
97.4KNew |
$6.11M - $6.66M
|
97.4K
$6.84M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-56.5K- 16.73% |
$3.55M - $3.86M
|
281K
$19.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
164+ 4.02% |
$10.3K - $11.2K
|
4.24K
$298K
|
|
|
Nov 12, 2025
Q3 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
30+ 2.56% |
$1.88K - $2.05K
|
1.2K
$84.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-67.8K- 11.71% |
$4.26M - $4.64M
|
511K
$35.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
168K+ 27.35% |
$10.6M - $11.5M
|
784K
$55.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
39.6K+ 91.95% |
$2.49M - $2.71M
|
82.6K
$5.81M
|
|
|
Nov 12, 2025
Q3 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
171KNew |
$10.8M - $11.7M
|
171K
$12M
|
|
|
Nov 10, 2025
Q3 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
107KNew |
$6.69M - $7.29M
|
107K
$7.49M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
19.3K+ 14.31% |
$1.21M - $1.32M
|
155K
$10.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
5.21K+ 52.11% |
$327K - $356K
|
15.2K
$1.07M
|
|
|
Nov 10, 2025
Q3 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-3.16K- 33.64% |
$198K - $216K
|
6.23K
$438K
|
|
|
Nov 10, 2025
Q3 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
3.04KNew |
$191K - $208K
|
3.04K
$213K
|
|
|
Nov 10, 2025
Q3 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-21- 0.48% |
$1.32K - $1.44K
|
4.32K
$304K
|
|
|
Nov 10, 2025
Q3 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-9.78K- 12.07% |
$614K - $669K
|
71.2K
$5.01M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-282K- 11.35% |
$17.7M - $19.3M
|
2.2M
$154M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.54K- 13.3% |
$348K - $379K
|
36.1K
$2.53M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
47.3K+ 120.97% |
$2.97M - $3.24M
|
86.4K
$6.07M
|
|
|
Nov 10, 2025
Q3 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-6.94K- 8.53% |
$436K - $475K
|
74.4K
$5.23M
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
304K+ 86.47% |
$19.1M - $20.8M
|
656K
$46.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
794+ 2.28% |
$49.9K - $54.3K
|
35.6K
$2.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
6.94K+ 5.18% |
$436K - $475K
|
141K
$9.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-23.8K- 10.65% |
$1.49M - $1.63M
|
200K
$14M
|
|
|
Nov 10, 2025
Q3 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
SELL
|
- |
-1.04K- 12.75% |
$65.3K - $71.2K
|
7.12K
$500K
|
|
|
Nov 10, 2025
Q3 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
66.3K+ 33.31% |
$4.16M - $4.53M
|
265K
$18.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.9K- 10.03% |
$119K - $130K
|
17.1K
$1.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.33K+ 2.54% |
$83.8K - $91.3K
|
53.8K
$3.78M
|
|
|
Nov 10, 2025
Q3 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-5.35K- 8.8% |
$336K - $366K
|
55.4K
$3.89M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.14K- 11.84% |
$71.6K - $78K
|
8.49K
$596K
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
BUY
|
- |
3.12KNew |
$196K - $214K
|
3.12K
$219K
|
|
|
Nov 10, 2025
Q3 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-64- 2.42% |
$4.02K - $4.38K
|
2.58K
$181K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
1.26K+ 15.86% |
$78.9K - $86K
|
9.18K
$645K
|
|
|
Nov 10, 2025
Q3 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
191+ 0.91% |
$12K - $13.1K
|
21.1K
$1.48M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
40.2K+ 8.98% |
$2.52M - $2.75M
|
487K
$34.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
SELL
|
- |
-768- 1.09% |
$48.2K - $52.5K
|
70K
$4.92M
|
|
|
Nov 10, 2025
Q3 2025
|
Patten Group, Inc.
|
BUY
|
- |
3.92K+ 11.98% |
$246K - $268K
|
36.7K
$2.58M
|
|
|
Nov 10, 2025
Q3 2025
|
North Star Asset Management Inc
|
BUY
|
- |
3KNew |
$188K - $205K
|
3K
$211K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-7.4K- 24.45% |
$465K - $506K
|
22.9K
$1.61M
|
|
|
Nov 10, 2025
Q3 2025
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-129K- 32.44% |
$8.11M - $8.84M
|
269K
$18.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Rice Partnership, LLC
|
BUY
|
- |
312+ 33.4% |
$19.6K - $21.3K
|
1.25K
$87.5K
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-9.04K- 19.87% |
$568K - $619K
|
36.5K
$2.56M
|
|
|
Nov 10, 2025
Q3 2025
|
First American Trust, Fsb
|
BUY
|
- |
20.2K+ 2.66% |
$1.27M - $1.38M
|
780K
$54.8M
|
|