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
|
Kassira Wealth Management LLC
Knoxville, TN |
BUY
|
- |
18KNew |
$1.13M - $1.23M
|
18K
$1.26M
|
|
|
Oct 21, 2025
Q3 2025
|
Brave Asset Management Inc
|
BUY
|
- |
17.8K+ 2.62% |
$1.12M - $1.22M
|
697K
$49M
|
|
|
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
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
BUY
|
- |
14.8K+ 18.96% |
$930K - $1.01M
|
93K
$6.53M
|
|
|
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
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
13.2K+ 49.52% |
$831K - $906K
|
40K
$2.81M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
12.9K+ 627.34% |
$811K - $884K
|
15K
$1.05M
|
|
|
Nov 13, 2025
Q3 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
12.8KNew |
$804K - $876K
|
12.8K
$899K
|
|
|
Nov 12, 2025
Q3 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
12.5K+ 133.99% |
$785K - $855K
|
21.8K
$1.53M
|
|
|
Nov 05, 2025
Q3 2025
|
Virtus Family Office LLC
El Paso, TX |
BUY
|
- |
12.5K+ 96.25% |
$782K - $852K
|
25.4K
$1.78M
|
|
|
Oct 17, 2025
Q3 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
12.2K+ 17.19% |
$764K - $832K
|
82.9K
$5.82M
|
|
|
Nov 14, 2025
Q3 2025
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
12KNew |
$750K - $818K
|
12K
$840K
|
|
|
Nov 14, 2025
Q3 2025
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
11.9KNew |
$747K - $814K
|
11.9K
$836K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
10.9K+ 6.9% |
$685K - $747K
|
169K
$11.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
10.2K+ 63.26% |
$640K - $697K
|
26.3K
$1.85M
|
|
|
Nov 03, 2025
Q3 2025
|
Addison Capital CO
|
BUY
|
- |
10K+ 28.26% |
$629K - $686K
|
45.5K
$3.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
10K+ 3.55% |
$628K - $684K
|
292K
$20.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
9.89K+ 32.62% |
$621K - $677K
|
40.2K
$2.82M
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
9.89K+ 32.62% |
$621K - $677K
|
40.2K
$2.82M
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
9.87KNew |
$620K - $675K
|
9.87K
$693K
|
|
|
Nov 03, 2025
Q3 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
9.85K+ 63.9% |
$618K - $674K
|
25.3K
$1.77M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
9.67K+ 24.76% |
$607K - $661K
|
48.7K
$3.42M
|
|
|
Nov 19, 2025
Q3 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
9.26KNew |
$582K - $634K
|
9.26K
$651K
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
8.95K+ 3.9% |
$562K - $612K
|
238K
$16.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
8.87K+ 4.21% |
$557K - $607K
|
219K
$15.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
8.74K+ 114.37% |
$549K - $598K
|
16.4K
$1.15M
|
|
|
Oct 31, 2025
Q3 2025
|
Bam Wealth Management, LLC
Lakewood, CO |
BUY
|
- |
8.67KNew |
$545K - $593K
|
8.67K
$609K
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.55K+ 20.06% |
$537K - $585K
|
51.2K
$3.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
8.43K+ 42.44% |
$529K - $577K
|
28.3K
$1.99M
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
8.41K+ 20.76% |
$528K - $576K
|
48.9K
$3.44M
|
|
|
Nov 03, 2025
Q3 2025
|
Financial Life Advisors
|
BUY
|
- |
8.39K+ 3.63% |
$526K - $574K
|
239K
$16.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
8.34K+ 98.53% |
$524K - $570K
|
16.8K
$1.18M
|
|
|
Nov 04, 2025
Q3 2025
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
8.23KNew |
$517K - $563K
|
8.23K
$578K
|
|
|
Oct 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
7.99K+ 6.29% |
$502K - $547K
|
135K
$9.49M
|
|
|
Nov 14, 2025
Q3 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
7.92K+ 3.18% |
$497K - $542K
|
257K
$18M
|
|