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 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
2.84KNew |
$149K - $184K
|
2.84K
$200K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.43K+ 39.47% |
$74.7K - $92.2K
|
5.04K
$354K
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1.37K+ 1.4% |
$71.9K - $88.7K
|
99.3K
$6.98M
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
1.29K+ 5.26% |
$67.8K - $83.6K
|
25.9K
$1.82M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
620+ 3.38% |
$32.5K - $40.1K
|
18.9K
$1.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
590+ 1.46% |
$30.9K - $38.1K
|
40.9K
$2.87M
|
|
|
Aug 05, 2025
Q2 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
569+ 1.78% |
$29.8K - $36.8K
|
32.5K
$2.29M
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
550+ 8.66% |
$28.8K - $35.6K
|
6.9K
$485K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
520+ 20.83% |
$27.2K - $33.6K
|
3.02K
$212K
|
|
|
Jul 25, 2025
Q2 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
467New |
$24.5K - $30.2K
|
467
$32.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
451+ 82.15% |
$23.6K - $29.2K
|
1K
$70.3K
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
392New |
$20.5K - $25.3K
|
392
$27.5K
|
|
|
Jul 31, 2025
Q2 2025
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
388+ 2.2% |
$20.3K - $25.1K
|
18K
$1.27M
|
|
|
Aug 12, 2025
Q2 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
374+ 11.0% |
$19.6K - $24.2K
|
3.77K
$265K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
361+ 0.73% |
$18.9K - $23.3K
|
50.1K
$3.52M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
289New |
$15.1K - $18.7K
|
289
$20.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
240+ 2.18% |
$12.6K - $15.5K
|
11.2K
$789K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
230+ 1.34% |
$12.1K - $14.9K
|
17.4K
$1.23M
|
|
|
Aug 04, 2025
Q2 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
215+ 5.95% |
$11.3K - $13.9K
|
3.83K
$269K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
206New |
$10.8K - $13.3K
|
206
$14.5K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
193+ 1.94% |
$10.1K - $12.5K
|
10.1K
$712K
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
185+ 58.92% |
$9.69K - $12K
|
499
$35.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
171+ 2.19% |
$8.96K - $11.1K
|
7.97K
$560K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
162+ 2.79% |
$8.49K - $10.5K
|
5.97K
$419K
|
|
|
Jul 28, 2025
Q2 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
159+ 124.22% |
$8.33K - $10.3K
|
287
$20.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
144New |
$7.55K - $9.31K
|
144
$10.1K
|
|
|
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
|
|
|
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 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 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
|
|