Latest Institutional Purchases of Msci Eafe Value ETF (EFV)
This list provides information on the latest institutional transactions involving Msci Eafe Value ETF (EFV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2026
Q4 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
370K+ 374.22% |
$24.7M - $26.3M
|
469K
$33M
|
|
|
Jan 07, 2026
Q4 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
221KNew |
$14.7M - $15.7M
|
221K
$15.5M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
126K+ 227.47% |
$8.39M - $8.92M
|
181K
$12.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
105K+ 641.77% |
$7.02M - $7.46M
|
122K
$8.54M
|
|
|
Jan 15, 2026
Q4 2025
|
Polaris Investment Advisors, LLC
Framingham, MA |
BUY
|
- |
91.5KNew |
$6.11M - $6.5M
|
91.5K
$6.43M
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
57.5K+ 3.07% |
$3.84M - $4.08M
|
1.93M
$136M
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
51.2K+ 427.58% |
$3.42M - $3.64M
|
63.2K
$4.44M
|
|
|
Jan 13, 2026
Q4 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
36.2K+ 950.26% |
$2.42M - $2.57M
|
40K
$2.81M
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
33.1KNew |
$2.21M - $2.35M
|
33.1K
$2.33M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
32K+ 10.17% |
$2.13M - $2.27M
|
346K
$24.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Brave Asset Management Inc
|
BUY
|
- |
26.1K+ 3.75% |
$1.74M - $1.86M
|
723K
$50.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Cassilly Financial Group LLC
Severna Park, MD |
BUY
|
- |
25.7KNew |
$1.71M - $1.82M
|
25.7K
$1.81M
|
|
|
Jan 08, 2026
Q4 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
21.5K+ 5.47% |
$1.44M - $1.53M
|
415K
$29.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
20.3KNew |
$1.35M - $1.44M
|
20.3K
$1.43M
|
|
|
Jan 15, 2026
Q4 2025
|
Powerhouse Assets LLC
Lincoln, MA |
BUY
|
- |
18.6KNew |
$1.24M - $1.32M
|
18.6K
$1.31M
|
|
|
Jan 08, 2026
Q4 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
17K+ 30.83% |
$1.13M - $1.21M
|
72.2K
$5.07M
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
13.1KNew |
$877K - $933K
|
13.1K
$924K
|
|
|
Jan 13, 2026
Q4 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
12.1KNew |
$809K - $861K
|
12.1K
$852K
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
11.3KNew |
$754K - $802K
|
11.3K
$794K
|
|
|
Jan 07, 2026
Q4 2025
|
Verity Wealth Advisors
|
BUY
|
- |
10.6KNew |
$710K - $755K
|
10.6K
$747K
|
|
|
Jan 08, 2026
Q4 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
9.31K+ 3.41% |
$621K - $661K
|
282K
$19.8M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
8.23K+ 6.31% |
$549K - $584K
|
139K
$9.75M
|
|
|
Jan 12, 2026
Q4 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
7.03K+ 153.1% |
$469K - $499K
|
11.6K
$817K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.65K+ 5.69% |
$444K - $472K
|
124K
$8.68M
|
|
|
Jan 15, 2026
Q4 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
6.04KNew |
$403K - $429K
|
6.04K
$424K
|
|
|
Jan 14, 2026
Q4 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
5.6K+ 2.81% |
$374K - $397K
|
205K
$14.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
5.33K+ 3.75% |
$355K - $378K
|
147K
$10.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
4.72K+ 11.34% |
$315K - $335K
|
46.3K
$3.25M
|
|
|
Jan 07, 2026
Q4 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
4.68K+ 6.2% |
$313K - $333K
|
80.2K
$5.64M
|
|
|
Jan 09, 2026
Q4 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
4.65K+ 154.69% |
$310K - $330K
|
7.65K
$538K
|
|
|
Jan 12, 2026
Q4 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
4.64KNew |
$310K - $329K
|
4.64K
$326K
|
|
|
Jan 14, 2026
Q4 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
4.34K+ 25.38% |
$290K - $308K
|
21.5K
$1.51M
|
|
|
Jan 13, 2026
Q4 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
4K+ 100.3% |
$267K - $284K
|
7.99K
$562K
|
|
|
Jan 14, 2026
Q4 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
3.63KNew |
$242K - $258K
|
3.63K
$255K
|
|
|
Jan 14, 2026
Q4 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
3.44KNew |
$229K - $244K
|
3.44K
$242K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.29K+ 10.74% |
$220K - $234K
|
34K
$2.39M
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
3.02KNew |
$202K - $215K
|
3.02K
$212K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.91KNew |
$194K - $206K
|
2.91K
$204K
|
|
|
Jan 13, 2026
Q4 2025
|
Shearwater Capital LLC
|
BUY
|
- |
2.9KNew |
$193K - $206K
|
2.9K
$204K
|
|
|
Jan 14, 2026
Q4 2025
|
Columbus Macro, LLC
|
BUY
|
- |
2.25K+ 7.11% |
$150K - $159K
|
33.8K
$2.38M
|
|
|
Jan 15, 2026
Q4 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
1.72K+ 1.52% |
$115K - $122K
|
115K
$8.06M
|
|
|
Jan 15, 2026
Q4 2025
|
Rockland Trust CO
|
BUY
|
- |
1.62K+ 2.09% |
$108K - $115K
|
79.2K
$5.57M
|
|
|
Jan 16, 2026
Q4 2025
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
1.55K+ 7.66% |
$104K - $110K
|
21.8K
$1.53M
|
|
|
Jan 08, 2026
Q4 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.54K+ 30.14% |
$103K - $110K
|
6.66K
$468K
|
|
|
Jan 08, 2026
Q4 2025
|
Montecito Bank & Trust
|
BUY
|
- |
1.06K+ 1.13% |
$70.4K - $74.9K
|
94K
$6.61M
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.04K+ 6.66% |
$69.5K - $74K
|
16.7K
$1.17M
|
|
|
Jan 07, 2026
Q4 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
803+ 0.71% |
$53.6K - $57K
|
114K
$8M
|
|
|
Jan 16, 2026
Q4 2025
|
Dorato Capital Management
Denver, CO |
BUY
|
- |
792New |
$52.9K - $56.2K
|
792
$55.6K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
731+ 0.42% |
$48.8K - $51.9K
|
176K
$12.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
729+ 2.53% |
$48.6K - $51.8K
|
29.6K
$2.08M
|
|