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 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
BUY
|
- |
33+ 0.34% |
$2.07K - $2.26K
|
9.76K
$686K
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.53K+ 4.42% |
$159K - $173K
|
59.6K
$4.19M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
27.7K+ 50.46% |
$1.74M - $1.89M
|
82.5K
$5.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
6.39KNew |
$401K - $437K
|
6.39K
$449K
|
|
|
Nov 06, 2025
Q3 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
3.05K+ 3.34% |
$191K - $209K
|
94.3K
$6.63M
|
|
|
Nov 06, 2025
Q3 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
2.4K+ 34.99% |
$151K - $164K
|
9.25K
$650K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-4.55K- 29.47% |
$286K - $311K
|
10.9K
$765K
|
|
|
Nov 06, 2025
Q3 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
97New |
$6.09K - $6.64K
|
97
$6.82K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-37.8K- 18.54% |
$2.37M - $2.59M
|
166K
$11.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-93.5K- 11.0% |
$5.87M - $6.4M
|
756K
$53.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-7- 18.92% |
$440 - $479
|
30
$2.11K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-3.25K- 8.26% |
$204K - $223K
|
36.1K
$2.54M
|
|
|
Nov 06, 2025
Q3 2025
|
Gfs Advisors, LLC
|
SELL
|
- |
-160- 1.14% |
$10K - $10.9K
|
13.8K
$972K
|
|
|
Nov 06, 2025
Q3 2025
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-1.39K- 4.91% |
$87.5K - $95.3K
|
27K
$1.89M
|
|
|
Nov 06, 2025
Q3 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.11K- 7.7% |
$196K - $213K
|
37.3K
$2.62M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.35K+ 42.01% |
$147K - $161K
|
7.94K
$558K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
101+ 0.31% |
$6.34K - $6.91K
|
32.9K
$2.31M
|
|
|
Nov 06, 2025
Q3 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-505- 2.88% |
$31.7K - $34.6K
|
17K
$1.2M
|
|
|
Nov 06, 2025
Q3 2025
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
4.89K+ 33.78% |
$307K - $334K
|
19.4K
$1.36M
|
|
|
Nov 06, 2025
Q3 2025
|
Ade, LLC
|
SELL
|
- |
-1.92K- 3.43% |
$120K - $131K
|
53.9K
$3.79M
|
|
|
Nov 06, 2025
Q3 2025
|
Weil Company, Inc.
|
BUY
|
- |
105+ 0.37% |
$6.59K - $7.18K
|
28.4K
$1.99M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.59K- 0.57% |
$163K - $177K
|
452K
$31.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
1.95K+ 0.95% |
$122K - $133K
|
207K
$14.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
232KNew |
$14.5M - $15.8M
|
232K
$16.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-3.9K- 59.15% |
$245K - $267K
|
2.69K
$189K
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-83- 0.59% |
$5.21K - $5.68K
|
13.9K
$978K
|
|
|
Nov 05, 2025
Q3 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
24.4KNew |
$1.53M - $1.67M
|
24.4K
$1.72M
|
|
|
Nov 05, 2025
Q3 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
3.62K+ 46.92% |
$227K - $248K
|
11.3K
$797K
|
|
|
Nov 05, 2025
Q3 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
SELL
|
- |
-47.1K- 28.75% |
$2.96M - $3.22M
|
117K
$8.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-22.4K- 74.37% |
$1.41M - $1.53M
|
7.71K
$542K
|
|
|
Nov 05, 2025
Q3 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
234+ 4.42% |
$14.7K - $16K
|
5.52K
$388K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.04K- 9.7% |
$65.6K - $71.4K
|
9.72K
$683K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.26KNew |
$267K - $291K
|
4.26K
$299K
|
|
|
Nov 05, 2025
Q3 2025
|
Virtus Family Office LLC
El Paso, TX |
BUY
|
- |
12.5K+ 96.25% |
$782K - $852K
|
25.4K
$1.78M
|
|
|
Nov 05, 2025
Q3 2025
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-12.9K- 16.77% |
$809K - $882K
|
63.9K
$4.49M
|
|
|
Nov 05, 2025
Q3 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-1.68K- 3.95% |
$105K - $115K
|
40.8K
$2.87M
|
|
|
Nov 05, 2025
Q3 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
204New |
$12.8K - $14K
|
204
$14.3K
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
18.8K+ 1.48% |
$1.18M - $1.29M
|
1.29M
$90.5M
|
|
|
Nov 05, 2025
Q3 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-7.46K- 13.36% |
$468K - $510K
|
48.4K
$3.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
464+ 0.96% |
$29.1K - $31.7K
|
48.8K
$3.43M
|
|
|
Nov 05, 2025
Q3 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-1.14K- 4.93% |
$71.3K - $77.7K
|
21.9K
$1.54M
|
|
|
Nov 05, 2025
Q3 2025
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-6.48K- 12.25% |
$407K - $444K
|
46.4K
$3.26M
|
|
|
Nov 05, 2025
Q3 2025
|
Collier Financial
Denver, CO |
SELL
|
- |
-342- 37.5% |
$21.5K - $23.4K
|
570
$40K
|
|
|
Nov 05, 2025
Q3 2025
|
Ma Private Wealth
|
BUY
|
- |
7.66K+ 1.95% |
$481K - $524K
|
402K
$28.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
3.95K+ 33.34% |
$248K - $270K
|
15.8K
$1.11M
|
|
|
Nov 05, 2025
Q3 2025
|
One Advisory Partners, LLC
|
SELL
|
- |
-32.7K- 12.28% |
$2.06M - $2.24M
|
234K
$16.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Lantz Financial LLC
|
SELL
|
- |
-7.17K- 7.26% |
$450K - $491K
|
91.7K
$6.44M
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-177- 0.82% |
$11.1K - $12.1K
|
21.5K
$1.51M
|
|
|
Nov 05, 2025
Q3 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.03K- 3.14% |
$64.8K - $70.6K
|
31.8K
$2.23M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-14.2K- 19.86% |
$893K - $973K
|
57.4K
$4.03M
|
|