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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
2.08K+ 29.97% |
$108K - $126K
|
9K
$632K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.91KNew |
$99K - $116K
|
1.91K
$134K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
830New |
$43.1K - $50.4K
|
830
$58.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
528New |
$27.4K - $32.1K
|
528
$37.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
470+ 9.48% |
$24.4K - $28.5K
|
5.43K
$381K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
460New |
$23.9K - $27.9K
|
460
$32.3K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
260+ 0.25% |
$13.5K - $15.8K
|
105K
$7.34M
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
200+ 9.59% |
$10.4K - $12.1K
|
2.29K
$161K
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
200New |
$10.4K - $12.1K
|
200
$14.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
179+ 59.67% |
$9.29K - $10.9K
|
479
$33.7K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
178+ 2.35% |
$9.23K - $10.8K
|
7.75K
$544K
|
|
|
Apr 09, 2025
Q1 2025
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
159New |
$8.25K - $9.66K
|
159
$11.2K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
87New |
$4.51K - $5.28K
|
87
$6.11K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
55New |
$2.85K - $3.34K
|
55
$3.86K
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
51New |
$2.65K - $3.1K
|
51
$3.58K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
35+ 4.87% |
$1.82K - $2.13K
|
754
$53K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
29New |
$1.5K - $1.76K
|
29
$2.04K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
22New |
$1.14K - $1.34K
|
22
$1.55K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
21New |
$1.09K - $1.28K
|
21
$1.48K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
1+ 0.01% |
$51.9 - $60.7
|
8.25K
$580K
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
107KNew |
$5.54M - $6.12M
|
107K
$7.52M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
81.8KNew |
$4.23M - $4.67M
|
81.8K
$5.75M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
46.9K+ 2.25% |
$2.43M - $2.68M
|
2.14M
$150M
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
26.2KNew |
$1.36M - $1.5M
|
26.2K
$1.84M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
21.1KNew |
$1.09M - $1.21M
|
21.1K
$1.48M
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
10.1K+ 11.42% |
$523K - $577K
|
98.5K
$6.92M
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
9.01K+ 7.86% |
$466K - $515K
|
124K
$8.68M
|
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
BUY
|
- |
7.47KNew |
$387K - $427K
|
7.47K
$525K
|
|
|
Jan 17, 2025
Q4 2024
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
5.77KNew |
$299K - $330K
|
5.77K
$405K
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
4.96KNew |
$257K - $284K
|
4.96K
$349K
|
|
|
Feb 14, 2025
Q4 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
4.21KNew |
$218K - $241K
|
4.21K
$296K
|
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
BUY
|
- |
3.86K+ 15.53% |
$200K - $221K
|
28.7K
$2.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
2.5KNew |
$129K - $143K
|
2.5K
$175K
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
1.81K+ 653.79% |
$93.8K - $103K
|
2.09K
$147K
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
1.35KNew |
$69.8K - $77K
|
1.35K
$94.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
1.24KNew |
$64.4K - $71.1K
|
1.24K
$87.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
1.24K+ 180.55% |
$64.4K - $71.1K
|
1.93K
$136K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
818+ 5.64% |
$42.4K - $46.7K
|
15.3K
$1.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
800+ 1.81% |
$41.4K - $45.7K
|
44.9K
$3.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
753New |
$39K - $43K
|
753
$52.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
627+ 1.77% |
$32.5K - $35.8K
|
36K
$2.53M
|
|
|
Sep 09, 2025
Q4 2024
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
425+ 10.21% |
$22K - $24.3K
|
4.59K
$322K
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
400New |
$20.7K - $22.9K
|
400
$28.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
299New |
$15.5K - $17.1K
|
299
$21K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
283New |
$14.7K - $16.2K
|
283
$19.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
246+ 23.23% |
$12.7K - $14.1K
|
1.31K
$91.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
233New |
$12.1K - $13.3K
|
233
$16.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
217New |
$11.2K - $12.4K
|
217
$15.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
212New |
$11K - $12.1K
|
212
$14.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
209New |
$10.8K - $11.9K
|
209
$14.7K
|
|