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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
American Wealth Advisors, LLC
Johns Creek, GA |
BUY
|
- |
113New |
$7.1K - $7.73K
|
113
$7.94K
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
104+ 32.1% |
$6.53K - $7.12K
|
428
$30.1K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
101+ 0.31% |
$6.34K - $6.91K
|
32.9K
$2.31M
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
99New |
$6.22K - $6.77K
|
99
$6.96K
|
|
|
Nov 12, 2025
Q3 2025
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
98New |
$6.15K - $6.71K
|
98
$6.89K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
98+ 0.75% |
$6.15K - $6.71K
|
13.1K
$922K
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
97+ 1.36% |
$6.09K - $6.64K
|
7.25K
$509K
|
|
|
Nov 06, 2025
Q3 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
97New |
$6.09K - $6.64K
|
97
$6.82K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
93+ 0.9% |
$5.84K - $6.36K
|
10.5K
$735K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
93+ 8.17% |
$5.84K - $6.36K
|
1.23K
$86.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
87New |
$5.46K - $5.95K
|
87
$6.11K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
79+ 0.33% |
$4.96K - $5.41K
|
24.2K
$1.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
76+ 0.63% |
$4.77K - $5.2K
|
12.2K
$857K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
75+ 37.88% |
$4.71K - $5.13K
|
273
$19.2K
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
75+ 0.79% |
$4.71K - $5.13K
|
9.55K
$671K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
72+ 1.17% |
$4.52K - $4.93K
|
6.23K
$438K
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
70+ 0.15% |
$4.4K - $4.79K
|
47.6K
$3.35M
|
|
|
Nov 04, 2025
Q3 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
67New |
$4.21K - $4.58K
|
67
$4.71K
|
|
|
Oct 20, 2025
Q3 2025
|
Wells Financial Advisors Inc
|
BUY
|
- |
65+ 2.58% |
$4.08K - $4.45K
|
2.59K
$182K
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
60New |
$3.77K - $4.11K
|
60
$4.22K
|
|
|
Nov 07, 2025
Q3 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
57+ 1.73% |
$3.58K - $3.9K
|
3.35K
$236K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
54New |
$3.39K - $3.69K
|
54
$3.79K
|
|
|
Nov 24, 2025
Q3 2025
|
Chelsea Counsel CO
|
BUY
|
- |
51New |
$3.2K - $3.49K
|
51
$3.58K
|
|
|
Oct 27, 2025
Q3 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
51+ 1.36% |
$3.2K - $3.49K
|
3.81K
$268K
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
46New |
$2.89K - $3.15K
|
46
$3.23K
|
|
|
Nov 14, 2025
Q3 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
40+ 25.48% |
$2.51K - $2.74K
|
197
$13.8K
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
BUY
|
- |
38+ 0.02% |
$2.39K - $2.6K
|
252K
$17.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
37+ 36.27% |
$2.32K - $2.53K
|
139
$9.77K
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
37New |
$2.32K - $2.53K
|
37
$2.6K
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
36+ 0.66% |
$2.26K - $2.46K
|
5.52K
$388K
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
34+ 226.67% |
$2.13K - $2.33K
|
49
$3.44K
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
BUY
|
- |
33+ 0.34% |
$2.07K - $2.26K
|
9.76K
$686K
|
|
|
Oct 16, 2025
Q3 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
33New |
$2.07K - $2.26K
|
33
$2.32K
|
|
|
Oct 29, 2025
Q3 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
31+ 0.06% |
$1.95K - $2.12K
|
48.8K
$3.43M
|
|
|
Nov 12, 2025
Q3 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
30+ 2.56% |
$1.88K - $2.05K
|
1.2K
$84.5K
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
30+ 0.02% |
$1.88K - $2.05K
|
184K
$12.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
29+ 0.15% |
$1.82K - $1.98K
|
19.1K
$1.34M
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
28+ 9.86% |
$1.76K - $1.92K
|
312
$21.9K
|
|
|
Nov 04, 2025
Q3 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
26+ 0.19% |
$1.63K - $1.78K
|
13.4K
$939K
|
|
|
Oct 08, 2025
Q3 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
26+ 0.44% |
$1.63K - $1.78K
|
5.88K
$413K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
23New |
$1.44K - $1.57K
|
23
$1.62K
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
20New |
$1.26K - $1.37K
|
20
$1.41K
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
12+ 0.16% |
$753 - $821
|
7.48K
$526K
|
|
|
Oct 30, 2025
Q3 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
8+ 80.0% |
$502 - $547
|
18
$1.26K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6+ 2.49% |
$377 - $411
|
247
$17.4K
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
BUY
|
- |
4New |
$251 - $274
|
4
$281
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
4New |
$251 - $274
|
4
$281
|
|
|
Nov 12, 2025
Q3 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 0.75% |
$62.8 - $68.4
|
134
$9.41K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 2.44% |
$62.8 - $68.4
|
42
$2.95K
|
|
|
Nov 12, 2025
Q3 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|