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 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 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
|
|
|
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
|
|
|
Nov 07, 2025
Q3 2025
|
Kassira Wealth Management LLC
Knoxville, TN |
BUY
|
- |
18KNew |
$1.13M - $1.23M
|
18K
$1.26M
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
17.6K+ 5.0% |
$1.1M - $1.2M
|
369K
$25.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
17.5K+ 1.56% |
$1.1M - $1.2M
|
1.14M
$79.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
17.5K+ 3.48% |
$1.1M - $1.2M
|
519K
$36.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
17.3K+ 132.57% |
$1.08M - $1.18M
|
30.3K
$2.13M
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
17.3K+ 15.9% |
$1.08M - $1.18M
|
126K
$8.84M
|
|
|
Nov 14, 2025
Q3 2025
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
16.8K+ 13.27% |
$1.05M - $1.15M
|
143K
$10.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
16KNew |
$1.01M - $1.1M
|
16K
$1.12M
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
15.6KNew |
$980K - $1.07M
|
15.6K
$1.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
15.4KNew |
$966K - $1.05M
|
15.4K
$1.08M
|
|
|
Nov 14, 2025
Q3 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
14.8K+ 183.65% |
$927K - $1.01M
|
22.8K
$1.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
14.4K+ 0.77% |
$907K - $988K
|
1.88M
$132M
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
14.3K+ 40.89% |
$895K - $976K
|
49.1K
$3.45M
|
|
|
Oct 30, 2025
Q3 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
14K+ 20.21% |
$880K - $959K
|
83.4K
$5.86M
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
13.9K+ 4.35% |
$874K - $952K
|
334K
$23.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
13.8K+ 11.74% |
$864K - $941K
|
131K
$9.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
13.7K+ 10.78% |
$861K - $938K
|
141K
$9.89M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
13.6K+ 12.09% |
$856K - $933K
|
126K
$8.89M
|
|