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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2025
Q2 2025
|
Aurdan Capital Management, LLC
Wayne, PA |
BUY
|
- |
144+ 4.11% |
$7.55K - $9.31K
|
3.65K
$256K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
141+ 2.15% |
$7.39K - $9.12K
|
6.69K
$470K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
140+ 0.66% |
$7.34K - $9.05K
|
21.4K
$1.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
105+ 1.77% |
$5.5K - $6.79K
|
6.03K
$424K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
102+ 2.95% |
$5.34K - $6.59K
|
3.57K
$250K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
97+ 2.18% |
$5.08K - $6.27K
|
4.54K
$319K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
80+ 7.74% |
$4.19K - $5.17K
|
1.11K
$78.2K
|
|
|
Aug 15, 2025
Q2 2025
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
77+ 2.19% |
$4.03K - $4.98K
|
3.59K
$252K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
69New |
$3.62K - $4.46K
|
69
$4.85K
|
|
|
Aug 01, 2025
Q2 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
64+ 0.77% |
$3.35K - $4.14K
|
8.39K
$589K
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
63+ 8.65% |
$3.3K - $4.07K
|
791
$55.6K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
58+ 2.02% |
$3.04K - $3.75K
|
2.93K
$206K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
53+ 6.02% |
$2.78K - $3.43K
|
934
$65.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
46+ 0.89% |
$2.41K - $2.97K
|
5.22K
$367K
|
|
|
Jul 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
44New |
$2.31K - $2.84K
|
44
$3.09K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
44New |
$2.31K - $2.84K
|
44
$3.09K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
31New |
$1.62K - $2K
|
31
$2.18K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
26+ 0.26% |
$1.36K - $1.68K
|
10K
$703K
|
|
|
Jul 25, 2025
Q2 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
25+ 0.49% |
$1.31K - $1.62K
|
5.15K
$362K
|
|
|
Jul 22, 2025
Q2 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
17+ 2.2% |
$891 - $1.1K
|
790
$55.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
14+ 0.14% |
$734 - $905
|
10.1K
$708K
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
10+ 2.04% |
$524 - $647
|
500
$35.1K
|
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
10+ 20.0% |
$524 - $647
|
60
$4.22K
|
|
|
Jul 22, 2025
Q2 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
10+ 2.24% |
$524 - $647
|
456
$32K
|
|
|
Jul 31, 2025
Q2 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
8+ 0.08% |
$419 - $517
|
10.2K
$714K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
7New |
$367 - $453
|
7
$492
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 11.11% |
$52.4 - $64.7
|
10
$703
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1+ 0.02% |
$52.4 - $64.7
|
5.19K
$365K
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 4.76% |
$52.4 - $64.7
|
22
$1.55K
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1+ 2.44% |
$52.4 - $64.7
|
42
$2.95K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 06, 2025
Q1 2025
|
Johns Hopkins University
Baltimore, MD |
BUY
|
- |
906K+ 98.79% |
$47M - $55M
|
1.82M
$128M
|
|
|
Apr 23, 2025
Q1 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
622KNew |
$32.3M - $37.8M
|
622K
$43.7M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
157KNew |
$8.13M - $9.52M
|
157K
$11M
|
|
|
Apr 29, 2025
Q1 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
129KNew |
$6.7M - $7.85M
|
129K
$9.08M
|
|
|
May 14, 2025
Q1 2025
|
Sig Brokerage, LP
Bala Cynwyd, PA |
BUY
|
CALL |
78.8KNew |
$4.09M - $4.79M
|
78.8K
$5.54M
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
50.5KNew |
$2.62M - $3.07M
|
50.5K
$3.55M
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
47.3KNew |
$2.45M - $2.87M
|
47.3K
$3.32M
|
|
|
May 14, 2025
Q1 2025
|
Retirement Capital Strategies
|
BUY
|
- |
16.2KNew |
$840K - $983K
|
16.2K
$1.14M
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
5.47KNew |
$284K - $332K
|
5.47K
$385K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
5.36KNew |
$278K - $325K
|
5.36K
$376K
|
|
|
May 09, 2025
Q1 2025
|
Abc Arbitrage Sa
Paris, I0 |
BUY
|
- |
4.67KNew |
$242K - $284K
|
4.67K
$328K
|
|
|
Apr 29, 2025
Q1 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
3.66KNew |
$190K - $222K
|
3.66K
$257K
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
3.65KNew |
$190K - $222K
|
3.65K
$257K
|
|
|
Apr 23, 2025
Q1 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
3.61KNew |
$187K - $219K
|
3.61K
$254K
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
3.58K+ 4.21% |
$186K - $217K
|
88.7K
$6.23M
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
3.56KNew |
$185K - $216K
|
3.56K
$250K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
3.46KNew |
$179K - $210K
|
3.46K
$243K
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
3.26K+ 60.36% |
$169K - $198K
|
8.67K
$609K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
3.26KNew |
$169K - $198K
|
3.26K
$229K
|
|