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 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
|
|
|
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
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
9.89K+ 32.62% |
$621K - $677K
|
40.2K
$2.82M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
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 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
|
|
|
Nov 14, 2025
Q3 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
7.89K+ 13.46% |
$496K - $540K
|
66.5K
$4.67M
|
|
|
Oct 09, 2025
Q3 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
7.86K+ 3.26% |
$493K - $538K
|
249K
$17.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Ma Private Wealth
|
BUY
|
- |
7.66K+ 1.95% |
$481K - $524K
|
402K
$28.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Montis Financial, LLC
|
BUY
|
- |
7.62KNew |
$479K - $521K
|
7.62K
$535K
|
|
|
Oct 15, 2025
Q3 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
7.54K+ 29.22% |
$474K - $516K
|
33.4K
$2.34M
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
7.47K+ 39.12% |
$469K - $511K
|
26.6K
$1.87M
|
|
|
Oct 27, 2025
Q3 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
7.37K+ 63.01% |
$463K - $504K
|
19.1K
$1.34M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
7.35KNew |
$461K - $503K
|
7.35K
$516K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
7.34K+ 3.95% |
$461K - $502K
|
193K
$13.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
7.17K+ 4.36% |
$450K - $491K
|
172K
$12M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
7.11KNew |
$446K - $486K
|
7.11K
$499K
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
7.08KNew |
$445K - $485K
|
7.08K
$498K
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
6.94K+ 5.18% |
$436K - $475K
|
141K
$9.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Keystone Financial Services
|
BUY
|
- |
6.62K+ 1.92% |
$416K - $453K
|
351K
$24.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
6.39KNew |
$401K - $437K
|
6.39K
$449K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
6.23K+ 5.38% |
$391K - $426K
|
122K
$8.58M
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
6.22KNew |
$391K - $426K
|
6.22K
$437K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
6.19KNew |
$389K - $423K
|
6.19K
$435K
|
|
|
Nov 14, 2025
Q3 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
6.17KNew |
$387K - $422K
|
6.17K
$434K
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
BUY
|
- |
6.04K+ 57.63% |
$379K - $413K
|
16.5K
$1.16M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
5.94K+ 2.81% |
$373K - $406K
|
217K
$15.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
5.77KNew |
$362K - $395K
|
5.77K
$405K
|
|