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
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
58.3KNew |
$3.66M - $3.99M
|
58.3K
$4.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
57.5K+ 2.85% |
$3.61M - $3.93M
|
2.08M
$146M
|
|
|
Oct 15, 2025
Q3 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
55.2KNew |
$3.46M - $3.77M
|
55.2K
$3.88M
|
|
|
Oct 14, 2025
Q3 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
55K+ 65.68% |
$3.45M - $3.76M
|
139K
$9.74M
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
52.4K+ 2.88% |
$3.29M - $3.59M
|
1.87M
$131M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
47.3K+ 120.97% |
$2.97M - $3.24M
|
86.4K
$6.07M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
45.7K+ 14.31% |
$2.87M - $3.12M
|
365K
$25.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
40.7K+ 10.81% |
$2.55M - $2.78M
|
417K
$29.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
40.2K+ 57.14% |
$2.53M - $2.75M
|
111K
$7.77M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
40.2K+ 8.98% |
$2.52M - $2.75M
|
487K
$34.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
39.6K+ 91.95% |
$2.49M - $2.71M
|
82.6K
$5.81M
|
|
|
Nov 13, 2025
Q3 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
38K+ 9.91% |
$2.39M - $2.6M
|
422K
$29.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
38KNew |
$2.38M - $2.6M
|
38K
$2.67M
|
|
|
Nov 13, 2025
Q3 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
37.6K+ 50.51% |
$2.36M - $2.57M
|
112K
$7.88M
|
|
|
Nov 13, 2025
Q3 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
37.2K+ 40.32% |
$2.34M - $2.54M
|
129K
$9.09M
|
|
|
Nov 10, 2025
Q3 2025
|
Lansing Street Advisors
|
BUY
|
- |
35.5K+ 51.36% |
$2.23M - $2.43M
|
105K
$7.34M
|
|
|
Nov 07, 2025
Q3 2025
|
Valence8 Us LP
Cambridge, MA |
BUY
|
- |
35K+ 10.99% |
$2.2M - $2.4M
|
354K
$24.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
33.8K+ 7.44% |
$2.13M - $2.32M
|
489K
$34.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Old Mission Capital LLC
|
BUY
|
- |
33.6KNew |
$2.11M - $2.3M
|
33.6K
$2.36M
|
|
|
Oct 09, 2025
Q3 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
32.4K+ 8.96% |
$2.03M - $2.22M
|
394K
$27.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
32.3K+ 65.05% |
$2.03M - $2.21M
|
81.9K
$5.75M
|
|
|
Oct 15, 2025
Q3 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
31.3K+ 30.41% |
$1.97M - $2.14M
|
134K
$9.43M
|
|
|
Nov 04, 2025
Q3 2025
|
A4 Wealth Advisors LLC
Huntersville, NC |
BUY
|
- |
30.9KNew |
$1.94M - $2.12M
|
30.9K
$2.17M
|
|
|
Oct 24, 2025
Q3 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
BUY
|
- |
29.4KNew |
$1.85M - $2.01M
|
29.4K
$2.06M
|
|
|
Oct 21, 2025
Q3 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
28.1K+ 20.09% |
$1.76M - $1.92M
|
168K
$11.8M
|
|
|
Nov 18, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
28KNew |
$1.76M - $1.91M
|
28K
$1.97M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
27.7K+ 50.46% |
$1.74M - $1.89M
|
82.5K
$5.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
26.9K+ 54.46% |
$1.69M - $1.84M
|
76.3K
$5.36M
|
|
|
Oct 29, 2025
Q3 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
25.8K+ 36.49% |
$1.62M - $1.77M
|
96.6K
$6.79M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
24.5KNew |
$1.54M - $1.68M
|
24.5K
$1.72M
|
|
|
Nov 05, 2025
Q3 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
24.4KNew |
$1.53M - $1.67M
|
24.4K
$1.72M
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
24K+ 341.28% |
$1.5M - $1.64M
|
31K
$2.18M
|
|
|
Oct 28, 2025
Q3 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
23.1K+ 33.67% |
$1.45M - $1.58M
|
91.8K
$6.45M
|
|
|
Oct 10, 2025
Q3 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
23K+ 13.09% |
$1.45M - $1.58M
|
199K
$14M
|
|
|
Oct 20, 2025
Q3 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
23KNew |
$1.44M - $1.57M
|
23K
$1.61M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
22.5K+ 9.8% |
$1.41M - $1.54M
|
252K
$17.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
22.1K+ 0.76% |
$1.39M - $1.51M
|
2.94M
$207M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
22.1K+ 5.12% |
$1.38M - $1.51M
|
453K
$31.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
21.6K+ 16.85% |
$1.36M - $1.48M
|
150K
$10.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
BUY
|
- |
21.6K+ 26.4% |
$1.36M - $1.48M
|
103K
$7.27M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
21K+ 0.82% |
$1.32M - $1.44M
|
2.57M
$181M
|
|
|
Nov 14, 2025
Q3 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
20.9K+ 2068.05% |
$1.31M - $1.43M
|
21.9K
$1.54M
|
|
|
Nov 10, 2025
Q3 2025
|
First American Trust, Fsb
|
BUY
|
- |
20.2K+ 2.66% |
$1.27M - $1.38M
|
780K
$54.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
20.1K+ 1.07% |
$1.26M - $1.37M
|
1.89M
$133M
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
20K+ 4.0% |
$1.26M - $1.37M
|
519K
$36.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
19.3K+ 14.31% |
$1.21M - $1.32M
|
155K
$10.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
18.8K+ 1.48% |
$1.18M - $1.29M
|
1.29M
$90.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
18.8K+ 0.71% |
$1.18M - $1.29M
|
2.68M
$188M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
18.3K+ 2.3% |
$1.15M - $1.25M
|
815K
$57.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
18.2K+ 5.91% |
$1.14M - $1.24M
|
325K
$22.9M
|
|